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Liberty Broadband Corp（LBRDA）与Strategic Education, Inc.（STRA）财务数据对比。点击上方公司名可切换其他公司
Strategic Education, Inc.的季度营收约是Liberty Broadband Corp的1.2倍（$305.9M vs $261.0M），Liberty Broadband Corp净利率更高（146.7% vs 10.7%，领先136.0%），Liberty Broadband Corp同比增速更快（6.1% vs 0.8%），Strategic Education, Inc.自由现金流更多（$77.3M vs $37.0M），过去两年Liberty Broadband Corp的营收复合增速更高（4.3% vs -1.0%）
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。
Strategic Education, Inc.（简称SEI）是一家教育服务控股企业，前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学，还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
LBRDA vs STRA — 直观对比
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $261.0M | $305.9M |
| 净利润 | $383.0M | $32.8M |
| 毛利率 | — | — |
| 营业利润率 | 15.7% | 13.4% |
| 净利率 | 146.7% | 10.7% |
| 营收同比 | 6.1% | 0.8% |
| 净利润同比 | 96.4% | 10.3% |
| 每股收益（稀释后） | $2.68 | $1.48 |
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
| Q1 26 | — | $305.9M | ||
| Q4 25 | — | $323.2M | ||
| Q3 25 | — | $319.9M | ||
| Q2 25 | $261.0M | $321.5M | ||
| Q1 25 | $266.0M | $303.6M | ||
| Q4 24 | $263.0M | $311.5M | ||
| Q3 24 | $262.0M | $306.0M | ||
| Q2 24 | $246.0M | $312.3M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | — | $37.9M | ||
| Q3 25 | — | $26.6M | ||
| Q2 25 | $383.0M | $32.3M | ||
| Q1 25 | $268.0M | $29.7M | ||
| Q4 24 | $291.0M | $25.3M | ||
| Q3 24 | $142.0M | $27.7M | ||
| Q2 24 | $195.0M | $29.9M |
| Q1 26 | — | 13.4% | ||
| Q4 25 | — | 16.0% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | 15.7% | 14.2% | ||
| Q1 25 | 16.2% | 13.1% | ||
| Q4 24 | 4.9% | 11.6% | ||
| Q3 24 | 11.5% | 11.9% | ||
| Q2 24 | 8.5% | 13.4% |
| Q1 26 | — | 10.7% | ||
| Q4 25 | — | 11.7% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | 146.7% | 10.1% | ||
| Q1 25 | 100.8% | 9.8% | ||
| Q4 24 | 110.6% | 8.1% | ||
| Q3 24 | 54.2% | 9.1% | ||
| Q2 24 | 79.3% | 9.6% |
| Q1 26 | — | $1.48 | ||
| Q4 25 | — | $1.65 | ||
| Q3 25 | — | $1.15 | ||
| Q2 25 | $2.68 | $1.37 | ||
| Q1 25 | $1.87 | $1.24 | ||
| Q4 24 | $2.04 | $1.05 | ||
| Q3 24 | $0.99 | $1.15 | ||
| Q2 24 | $1.36 | $1.24 |
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 | $150.3M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $10.4B | $1.6B |
| 总资产 | $16.6B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.30× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $150.3M | ||
| Q4 25 | — | $148.1M | ||
| Q3 25 | — | $172.6M | ||
| Q2 25 | $180.0M | $164.9M | ||
| Q1 25 | $226.0M | $182.6M | ||
| Q4 24 | $163.0M | $184.0M | ||
| Q3 24 | $168.0M | $222.1M | ||
| Q2 24 | $73.0M | $256.2M |
| Q1 26 | — | — | ||
| 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 26 | — | $1.6B | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $10.4B | $1.7B | ||
| Q1 25 | $10.1B | $1.6B | ||
| Q4 24 | $9.8B | $1.7B | ||
| Q3 24 | $9.5B | $1.7B | ||
| Q2 24 | $9.3B | $1.7B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $16.6B | $2.1B | ||
| Q1 25 | $17.0B | $2.1B | ||
| Q4 24 | $16.7B | $2.0B | ||
| Q3 24 | $16.3B | $2.2B | ||
| Q2 24 | $16.0B | $2.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | 0.38× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.39× | — |
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 | $87.4M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | $77.3M |
| 自由现金流率自由现金流/营收 | 14.2% | 25.3% |
| 资本支出强度资本支出/营收 | 20.7% | — |
| 现金转化率经营现金流/净利润 | 0.24× | 2.66× |
| 过去12个月自由现金流最近4个季度 | $-49.0M | $173.9M |
8季度趋势，按日历期对齐
| Q1 26 | — | $87.4M | ||
| Q4 25 | — | $39.2M | ||
| Q3 25 | — | $60.1M | ||
| Q2 25 | $91.0M | $31.2M | ||
| Q1 25 | $78.0M | $67.7M | ||
| Q4 24 | $1.0M | $15.9M | ||
| Q3 24 | $24.0M | $51.5M | ||
| Q2 24 | $27.0M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | — | $27.0M | ||
| Q3 25 | — | $49.3M | ||
| Q2 25 | $37.0M | $20.4M | ||
| Q1 25 | $13.0M | $57.3M | ||
| Q4 24 | $-63.0M | $4.7M | ||
| Q3 24 | $-36.0M | $42.1M | ||
| Q2 24 | $-35.0M | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | 14.2% | 6.3% | ||
| Q1 25 | 4.9% | 18.9% | ||
| Q4 24 | -24.0% | 1.5% | ||
| Q3 24 | -13.7% | 13.8% | ||
| Q2 24 | -14.2% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | 20.7% | 3.4% | ||
| Q1 25 | 24.4% | 3.4% | ||
| Q4 24 | 24.3% | 3.6% | ||
| Q3 24 | 22.9% | 3.1% | ||
| Q2 24 | 25.2% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | — | 1.03× | ||
| Q3 25 | — | 2.26× | ||
| Q2 25 | 0.24× | 0.97× | ||
| Q1 25 | 0.29× | 2.27× | ||
| Q4 24 | 0.00× | 0.63× | ||
| Q3 24 | 0.17× | 1.86× | ||
| Q2 24 | 0.14× | 0.81× |
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
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
