vs
Liberty Broadband Corp（LBRDA）与WAFD INC（WAFD）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WAFD INC的1.4倍（$261.0M vs $191.4M），Liberty Broadband Corp净利率更高（146.7% vs 33.5%，领先113.2%），WAFD INC同比增速更快（11.8% vs 6.1%），WAFD INC自由现金流更多（$50.0M vs $37.0M），过去两年WAFD INC的营收复合增速更高（5.5% 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。
WAFD银行总部位于美国华盛顿州西雅图市，是美国头部银行之一，业务覆盖华盛顿州、俄勒冈州、爱达荷州、内华达州、犹他州、亚利桑那州、新墨西哥州、加利福尼亚州及得克萨斯州，共设有210家实体营业网点，为多州客户提供专业金融服务。
LBRDA vs WAFD — 直观对比
营收规模更大
LBRDA
是对方的1.4倍
$191.4M
营收增速更快
WAFD
高出5.7%
6.1%
净利率更高
LBRDA
高出113.2%
33.5%
自由现金流更多
WAFD
多$13.0M
$37.0M
两年增速更快
WAFD
近两年复合增速
4.3%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $261.0M | $191.4M |
| 净利润 | $383.0M | $64.2M |
| 毛利率 | — | — |
| 营业利润率 | 15.7% | 43.0% |
| 净利率 | 146.7% | 33.5% |
| 营收同比 | 6.1% | 11.8% |
| 净利润同比 | 96.4% | 35.8% |
| 每股收益（稀释后） | $2.68 | $0.79 |
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LBRDAWAFD
| Q4 25 | — | $191.4M | ||
| Q3 25 | — | $188.3M | ||
| Q2 25 | $261.0M | $186.3M | ||
| Q1 25 | $266.0M | $179.8M | ||
| Q4 24 | $263.0M | $171.1M | ||
| Q3 24 | $262.0M | $188.7M | ||
| Q2 24 | $246.0M | $194.4M | ||
| Q1 24 | $245.0M | $172.0M |
净利润LBRDAWAFD
| Q4 25 | — | $64.2M | ||
| Q3 25 | — | $60.6M | ||
| Q2 25 | $383.0M | $62.0M | ||
| Q1 25 | $268.0M | $56.3M | ||
| Q4 24 | $291.0M | $47.3M | ||
| Q3 24 | $142.0M | $61.1M | ||
| Q2 24 | $195.0M | $64.6M | ||
| Q1 24 | $241.0M | $15.9M |
营业利润率LBRDAWAFD
| Q4 25 | — | 43.0% | ||
| Q3 25 | — | 41.2% | ||
| Q2 25 | 15.7% | 42.8% | ||
| Q1 25 | 16.2% | 40.1% | ||
| Q4 24 | 4.9% | 35.2% | ||
| Q3 24 | 11.5% | 42.8% | ||
| Q2 24 | 8.5% | 42.6% | ||
| Q1 24 | 11.4% | 12.2% |
净利率LBRDAWAFD
| Q4 25 | — | 33.5% | ||
| Q3 25 | — | 32.2% | ||
| Q2 25 | 146.7% | 33.3% | ||
| Q1 25 | 100.8% | 31.3% | ||
| Q4 24 | 110.6% | 27.6% | ||
| Q3 24 | 54.2% | 32.4% | ||
| Q2 24 | 79.3% | 33.2% | ||
| Q1 24 | 98.4% | 9.2% |
每股收益（稀释后）LBRDAWAFD
| Q4 25 | — | $0.79 | ||
| Q3 25 | — | $0.71 | ||
| Q2 25 | $2.68 | $0.73 | ||
| Q1 25 | $1.87 | $0.65 | ||
| Q4 24 | $2.04 | $0.54 | ||
| Q3 24 | $0.99 | $0.73 | ||
| Q2 24 | $1.36 | $0.75 | ||
| Q1 24 | $1.69 | $0.17 |
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 | $734.9M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $10.4B | $3.0B |
| 总资产 | $16.6B | $27.3B |
| 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LBRDAWAFD
| Q4 25 | — | $734.9M | ||
| Q3 25 | — | $657.3M | ||
| Q2 25 | $180.0M | $809.3M | ||
| Q1 25 | $226.0M | $1.2B | ||
| Q4 24 | $163.0M | $1.5B | ||
| Q3 24 | $168.0M | $2.4B | ||
| Q2 24 | $73.0M | $2.5B | ||
| Q1 24 | $108.0M | $1.5B |
总债务LBRDAWAFD
| 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LBRDAWAFD
| Q4 25 | — | $3.0B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $10.4B | $3.0B | ||
| Q1 25 | $10.1B | $3.0B | ||
| Q4 24 | $9.8B | $3.0B | ||
| Q3 24 | $9.5B | $3.0B | ||
| Q2 24 | $9.3B | $3.0B | ||
| Q1 24 | $9.1B | $2.9B |
总资产LBRDAWAFD
| Q4 25 | — | $27.3B | ||
| Q3 25 | — | $26.7B | ||
| Q2 25 | $16.6B | $26.7B | ||
| Q1 25 | $17.0B | $27.6B | ||
| Q4 24 | $16.7B | $27.7B | ||
| Q3 24 | $16.3B | $28.1B | ||
| Q2 24 | $16.0B | $28.6B | ||
| Q1 24 | $15.7B | $30.1B |
负债/权益比LBRDAWAFD
| 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 | $60.5M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | $50.0M |
| 自由现金流率自由现金流/营收 | 14.2% | 26.1% |
| 资本支出强度资本支出/营收 | 20.7% | 5.5% |
| 现金转化率经营现金流/净利润 | 0.24× | 0.94× |
| 过去12个月自由现金流最近4个季度 | $-49.0M | $377.9M |
8季度趋势，按日历期对齐
经营现金流LBRDAWAFD
| Q4 25 | — | $60.5M | ||
| Q3 25 | — | $237.0M | ||
| Q2 25 | $91.0M | $58.0M | ||
| Q1 25 | $78.0M | $72.1M | ||
| Q4 24 | $1.0M | $49.4M | ||
| Q3 24 | $24.0M | $439.2M | ||
| Q2 24 | $27.0M | $63.1M | ||
| Q1 24 | $52.0M | $169.2M |
自由现金流LBRDAWAFD
| Q4 25 | — | $50.0M | ||
| Q3 25 | — | $208.2M | ||
| Q2 25 | $37.0M | $53.1M | ||
| Q1 25 | $13.0M | $66.6M | ||
| Q4 24 | $-63.0M | $43.0M | ||
| Q3 24 | $-36.0M | $414.6M | ||
| Q2 24 | $-35.0M | $58.3M | ||
| Q1 24 | $-9.0M | $164.8M |
自由现金流率LBRDAWAFD
| Q4 25 | — | 26.1% | ||
| Q3 25 | — | 110.6% | ||
| Q2 25 | 14.2% | 28.5% | ||
| Q1 25 | 4.9% | 37.0% | ||
| Q4 24 | -24.0% | 25.1% | ||
| Q3 24 | -13.7% | 219.7% | ||
| Q2 24 | -14.2% | 30.0% | ||
| Q1 24 | -3.7% | 95.8% |
资本支出强度LBRDAWAFD
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | 20.7% | 2.6% | ||
| Q1 25 | 24.4% | 3.1% | ||
| Q4 24 | 24.3% | 3.8% | ||
| Q3 24 | 22.9% | 13.1% | ||
| Q2 24 | 25.2% | 2.5% | ||
| Q1 24 | 24.9% | 2.6% |
现金转化率LBRDAWAFD
| Q4 25 | — | 0.94× | ||
| Q3 25 | — | 3.91× | ||
| Q2 25 | 0.24× | 0.94× | ||
| Q1 25 | 0.29× | 1.28× | ||
| Q4 24 | 0.00× | 1.05× | ||
| Q3 24 | 0.17× | 7.18× | ||
| Q2 24 | 0.14× | 0.98× | ||
| Q1 24 | 0.22× | 10.65× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
