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Liberty Broadband Corp（LBRDA）与National Storage Affiliates Trust（NSA）财务数据对比。点击上方公司名可切换其他公司
Liberty Broadband Corp的季度营收约是National Storage Affiliates Trust的1.4倍（$261.0M vs $187.0M），Liberty Broadband Corp净利率更高（146.7% vs 12.2%，领先134.5%），Liberty Broadband Corp同比增速更快（6.1% vs -1.6%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $37.0M），过去两年Liberty Broadband Corp的营收复合增速更高（4.3% vs -2.4%）
本公司是一家覆盖英、荷、美三地的跨国电信企业，注册地为百慕大，在伦敦、阿姆斯特丹、丹佛设有总部，旗下拥有多家对应司法辖区的运营主体，其中英国主体为公开上市实体，2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
LBRDA vs NSA — 直观对比
营收规模更大
LBRDA
是对方的1.4倍
$187.0M
营收增速更快
LBRDA
高出7.7%
-1.6%
净利率更高
LBRDA
高出134.5%
12.2%
自由现金流更多
NSA
多$262.8M
$37.0M
两年增速更快
LBRDA
近两年复合增速
-2.4%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $261.0M | $187.0M |
| 净利润 | $383.0M | $22.9M |
| 毛利率 | — | 72.5% |
| 营业利润率 | 15.7% | 20.2% |
| 净利率 | 146.7% | 12.2% |
| 营收同比 | 6.1% | -1.6% |
| 净利润同比 | 96.4% | 36.8% |
| 每股收益（稀释后） | $2.68 | $0.23 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收LBRDANSA
| Q4 25 | — | $187.0M | ||
| Q3 25 | — | $188.7M | ||
| Q2 25 | $261.0M | $188.8M | ||
| Q1 25 | $266.0M | $188.4M | ||
| Q4 24 | $263.0M | $190.1M | ||
| Q3 24 | $262.0M | $193.6M | ||
| Q2 24 | $246.0M | $190.4M | ||
| Q1 24 | $245.0M | $196.1M |
净利润LBRDANSA
| Q4 25 | — | $22.9M | ||
| Q3 25 | — | $18.4M | ||
| Q2 25 | $383.0M | $19.5M | ||
| Q1 25 | $268.0M | $13.0M | ||
| Q4 24 | $291.0M | $16.7M | ||
| Q3 24 | $142.0M | $18.7M | ||
| Q2 24 | $195.0M | $17.1M | ||
| Q1 24 | $241.0M | $59.0M |
毛利率LBRDANSA
| Q4 25 | — | 72.5% | ||
| Q3 25 | — | 70.7% | ||
| Q2 25 | — | 70.5% | ||
| Q1 25 | — | 70.7% | ||
| Q4 24 | — | 72.5% | ||
| Q3 24 | — | 72.8% | ||
| Q2 24 | — | 72.6% | ||
| Q1 24 | — | 72.1% |
营业利润率LBRDANSA
| Q4 25 | — | 20.2% | ||
| Q3 25 | — | 15.8% | ||
| Q2 25 | 15.7% | 16.5% | ||
| Q1 25 | 16.2% | 11.0% | ||
| Q4 24 | 4.9% | 14.5% | ||
| Q3 24 | 11.5% | 15.8% | ||
| Q2 24 | 8.5% | 17.2% | ||
| Q1 24 | 11.4% | 48.9% |
净利率LBRDANSA
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | 146.7% | 10.3% | ||
| Q1 25 | 100.8% | 6.9% | ||
| Q4 24 | 110.6% | 8.8% | ||
| Q3 24 | 54.2% | 9.7% | ||
| Q2 24 | 79.3% | 9.0% | ||
| Q1 24 | 98.4% | 30.1% |
每股收益（稀释后）LBRDANSA
| Q4 25 | — | $0.23 | ||
| Q3 25 | — | $0.17 | ||
| Q2 25 | $2.68 | $0.19 | ||
| Q1 25 | $1.87 | $0.10 | ||
| Q4 24 | $2.04 | $0.19 | ||
| Q3 24 | $0.99 | $0.18 | ||
| Q2 24 | $1.36 | $0.16 | ||
| Q1 24 | $1.69 | $0.65 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $180.0M | $23.3M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $10.4B | $946.0M |
| 总资产 | $16.6B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.30× | — |
8季度趋势，按日历期对齐
现金及短期投资LBRDANSA
| Q4 25 | — | $23.3M | ||
| Q3 25 | — | $26.3M | ||
| Q2 25 | $180.0M | $26.1M | ||
| Q1 25 | $226.0M | $19.3M | ||
| Q4 24 | $163.0M | $50.4M | ||
| Q3 24 | $168.0M | $69.9M | ||
| Q2 24 | $73.0M | $59.0M | ||
| Q1 24 | $108.0M | $64.2M |
总债务LBRDANSA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.6B | — |
股东权益LBRDANSA
| Q4 25 | — | $946.0M | ||
| Q3 25 | — | $973.1M | ||
| Q2 25 | $10.4B | $1.0B | ||
| Q1 25 | $10.1B | $1.0B | ||
| Q4 24 | $9.8B | $1.1B | ||
| Q3 24 | $9.5B | $986.9M | ||
| Q2 24 | $9.3B | $1.2B | ||
| Q1 24 | $9.1B | $1.3B |
总资产LBRDANSA
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | $16.6B | $5.2B | ||
| Q1 25 | $17.0B | $5.3B | ||
| Q4 24 | $16.7B | $5.4B | ||
| Q3 24 | $16.3B | $5.4B | ||
| Q2 24 | $16.0B | $5.3B | ||
| Q1 24 | $15.7B | $5.4B |
负债/权益比LBRDANSA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | 0.38× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.39× | — | ||
| Q1 24 | 0.40× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $91.0M | $338.5M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | $299.8M |
| 自由现金流率自由现金流/营收 | 14.2% | 160.3% |
| 资本支出强度资本支出/营收 | 20.7% | 20.7% |
| 现金转化率经营现金流/净利润 | 0.24× | 14.79× |
| 过去12个月自由现金流最近4个季度 | $-49.0M | $541.5M |
8季度趋势，按日历期对齐
经营现金流LBRDANSA
| Q4 25 | — | $338.5M | ||
| Q3 25 | — | $100.2M | ||
| Q2 25 | $91.0M | $79.9M | ||
| Q1 25 | $78.0M | $85.6M | ||
| Q4 24 | $1.0M | $363.1M | ||
| Q3 24 | $24.0M | $105.7M | ||
| Q2 24 | $27.0M | $83.2M | ||
| Q1 24 | $52.0M | $94.0M |
自由现金流LBRDANSA
| Q4 25 | — | $299.8M | ||
| Q3 25 | — | $88.0M | ||
| Q2 25 | $37.0M | $73.8M | ||
| Q1 25 | $13.0M | $79.9M | ||
| Q4 24 | $-63.0M | $344.4M | ||
| Q3 24 | $-36.0M | $101.8M | ||
| Q2 24 | $-35.0M | $79.5M | ||
| Q1 24 | $-9.0M | $88.6M |
自由现金流率LBRDANSA
| Q4 25 | — | 160.3% | ||
| Q3 25 | — | 46.6% | ||
| Q2 25 | 14.2% | 39.1% | ||
| Q1 25 | 4.9% | 42.4% | ||
| Q4 24 | -24.0% | 181.2% | ||
| Q3 24 | -13.7% | 52.6% | ||
| Q2 24 | -14.2% | 41.7% | ||
| Q1 24 | -3.7% | 45.2% |
资本支出强度LBRDANSA
| Q4 25 | — | 20.7% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | 20.7% | 3.2% | ||
| Q1 25 | 24.4% | 3.0% | ||
| Q4 24 | 24.3% | 9.8% | ||
| Q3 24 | 22.9% | 2.0% | ||
| Q2 24 | 25.2% | 1.9% | ||
| Q1 24 | 24.9% | 2.7% |
现金转化率LBRDANSA
| Q4 25 | — | 14.79× | ||
| Q3 25 | — | 5.44× | ||
| Q2 25 | 0.24× | 4.10× | ||
| Q1 25 | 0.29× | 6.59× | ||
| Q4 24 | 0.00× | 21.70× | ||
| Q3 24 | 0.17× | 5.65× | ||
| Q2 24 | 0.14× | 4.88× | ||
| Q1 24 | 0.22× | 1.59× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
