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Liberty Broadband Corp(LBRDA)与STANDARD MOTOR PRODUCTS, INC.(SMP)财务数据对比。点击上方公司名可切换其他公司
STANDARD MOTOR PRODUCTS, INC.的季度营收约是Liberty Broadband Corp的1.5倍($385.1M vs $261.0M),Liberty Broadband Corp净利率更高(146.7% vs 2.0%,领先144.7%),STANDARD MOTOR PRODUCTS, INC.同比增速更快(12.2% vs 6.1%),Liberty Broadband Corp自由现金流更多($37.0M vs $-37.6M),过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高(7.8% vs 4.3%)
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。
标准汽车产品公司(SMP)是一家汽车零部件制造商与经销商,由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立,1926年完成法人注册,总部位于纽约长岛市,在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块,为汽车售后市场供应相关零部件产品。
LBRDA vs SMP — 直观对比
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $261.0M | $385.1M |
| 净利润 | $383.0M | $7.9M |
| 毛利率 | — | 31.7% |
| 营业利润率 | 15.7% | 5.6% |
| 净利率 | 146.7% | 2.0% |
| 营收同比 | 6.1% | 12.2% |
| 净利润同比 | 96.4% | 457.9% |
| 每股收益(稀释后) | $2.68 | $0.34 |
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
| Q4 25 | — | $385.1M | ||
| Q3 25 | — | $498.8M | ||
| Q2 25 | $261.0M | $493.9M | ||
| Q1 25 | $266.0M | $413.4M | ||
| Q4 24 | $263.0M | $343.4M | ||
| Q3 24 | $262.0M | $399.3M | ||
| Q2 24 | $246.0M | $389.8M | ||
| Q1 24 | $245.0M | $331.4M |
| Q4 25 | — | $7.9M | ||
| Q3 25 | — | $-4.3M | ||
| Q2 25 | $383.0M | $25.2M | ||
| Q1 25 | $268.0M | $12.6M | ||
| Q4 24 | $291.0M | $-2.2M | ||
| Q3 24 | $142.0M | $3.8M | ||
| Q2 24 | $195.0M | $17.1M | ||
| Q1 24 | $241.0M | $8.8M |
| Q4 25 | — | 31.7% | ||
| Q3 25 | — | 32.4% | ||
| Q2 25 | — | 30.6% | ||
| Q1 25 | — | 30.2% | ||
| Q4 24 | — | 29.4% | ||
| Q3 24 | — | 30.4% | ||
| Q2 24 | — | 28.6% | ||
| Q1 24 | — | 27.0% |
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 9.5% | ||
| Q2 25 | 15.7% | 8.7% | ||
| Q1 25 | 16.2% | 5.9% | ||
| Q4 24 | 4.9% | 1.1% | ||
| Q3 24 | 11.5% | 9.3% | ||
| Q2 24 | 8.5% | 6.4% | ||
| Q1 24 | 11.4% | 4.4% |
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | -0.9% | ||
| Q2 25 | 146.7% | 5.1% | ||
| Q1 25 | 100.8% | 3.0% | ||
| Q4 24 | 110.6% | -0.6% | ||
| Q3 24 | 54.2% | 1.0% | ||
| Q2 24 | 79.3% | 4.4% | ||
| Q1 24 | 98.4% | 2.7% |
| Q4 25 | — | $0.34 | ||
| Q3 25 | — | $-0.19 | ||
| Q2 25 | $2.68 | $1.13 | ||
| Q1 25 | $1.87 | $0.56 | ||
| Q4 24 | $2.04 | $-0.09 | ||
| Q3 24 | $0.99 | $0.17 | ||
| Q2 24 | $1.36 | $0.77 | ||
| Q1 24 | $1.69 | $0.39 |
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 | — |
| 总债务越低越好 | $3.1B | $618.7M |
| 股东权益账面价值 | $10.4B | $683.7M |
| 总资产 | $16.6B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.30× | 0.90× |
8季度趋势,按日历期对齐
| Q4 25 | — | — | ||
| Q3 25 | — | $87.2M | ||
| Q2 25 | $180.0M | $58.8M | ||
| Q1 25 | $226.0M | $50.3M | ||
| Q4 24 | $163.0M | $44.4M | ||
| Q3 24 | $168.0M | $26.3M | ||
| Q2 24 | $73.0M | $26.2M | ||
| Q1 24 | $108.0M | $27.1M |
| Q4 25 | — | $618.7M | ||
| Q3 25 | — | $589.5M | ||
| Q2 25 | $3.1B | $636.6M | ||
| Q1 25 | $3.8B | $650.6M | ||
| Q4 24 | $3.8B | $562.3M | ||
| Q3 24 | $3.7B | $142.8M | ||
| Q2 24 | $3.6B | $208.2M | ||
| Q1 24 | $3.6B | $214.9M |
| Q4 25 | — | $683.7M | ||
| Q3 25 | — | $677.4M | ||
| Q2 25 | $10.4B | $688.6M | ||
| Q1 25 | $10.1B | $638.0M | ||
| Q4 24 | $9.8B | $615.7M | ||
| Q3 24 | $9.5B | $638.8M | ||
| Q2 24 | $9.3B | $640.0M | ||
| Q1 24 | $9.1B | $639.1M |
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $16.6B | $2.0B | ||
| Q1 25 | $17.0B | $1.9B | ||
| Q4 24 | $16.7B | $1.8B | ||
| Q3 24 | $16.3B | $1.4B | ||
| Q2 24 | $16.0B | $1.4B | ||
| Q1 24 | $15.7B | $1.4B |
| Q4 25 | — | 0.90× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | 0.30× | 0.92× | ||
| Q1 25 | 0.38× | 1.02× | ||
| Q4 24 | 0.38× | 0.91× | ||
| Q3 24 | 0.39× | 0.22× | ||
| Q2 24 | 0.39× | 0.33× | ||
| Q1 24 | 0.40× | 0.34× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | $-37.6M |
| 自由现金流率自由现金流/营收 | 14.2% | -9.8% |
| 资本支出强度资本支出/营收 | 20.7% | 2.4% |
| 现金转化率经营现金流/净利润 | 0.24× | -3.59× |
| 过去12个月自由现金流最近4个季度 | $-49.0M | $18.7M |
8季度趋势,按日历期对齐
| Q4 25 | — | $-28.2M | ||
| Q3 25 | — | $91.6M | ||
| Q2 25 | $91.0M | $54.3M | ||
| Q1 25 | $78.0M | $-60.2M | ||
| Q4 24 | $1.0M | $-1.5M | ||
| Q3 24 | $24.0M | $88.3M | ||
| Q2 24 | $27.0M | $35.6M | ||
| Q1 24 | $52.0M | $-45.7M |
| Q4 25 | — | $-37.6M | ||
| Q3 25 | — | $81.5M | ||
| Q2 25 | $37.0M | $44.2M | ||
| Q1 25 | $13.0M | $-69.4M | ||
| Q4 24 | $-63.0M | $-11.4M | ||
| Q3 24 | $-36.0M | $77.1M | ||
| Q2 24 | $-35.0M | $22.7M | ||
| Q1 24 | $-9.0M | $-55.8M |
| Q4 25 | — | -9.8% | ||
| Q3 25 | — | 16.3% | ||
| Q2 25 | 14.2% | 8.9% | ||
| Q1 25 | 4.9% | -16.8% | ||
| Q4 24 | -24.0% | -3.3% | ||
| Q3 24 | -13.7% | 19.3% | ||
| Q2 24 | -14.2% | 5.8% | ||
| Q1 24 | -3.7% | -16.8% |
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | 20.7% | 2.1% | ||
| Q1 25 | 24.4% | 2.2% | ||
| Q4 24 | 24.3% | 2.9% | ||
| Q3 24 | 22.9% | 2.8% | ||
| Q2 24 | 25.2% | 3.3% | ||
| Q1 24 | 24.9% | 3.0% |
| Q4 25 | — | -3.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.24× | 2.15× | ||
| Q1 25 | 0.29× | -4.79× | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.17× | 23.19× | ||
| Q2 24 | 0.14× | 2.09× | ||
| Q1 24 | 0.22× | -5.18× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
LBRDA
暂无分部数据
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |