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PROCORE TECHNOLOGIES, INC.（PCOR）与SBA Communications（SBAC）财务数据对比。点击上方公司名可切换其他公司
SBA Communications的季度营收约是PROCORE TECHNOLOGIES, INC.的2.0倍（$703.4M vs $359.3M），SBA Communications净利率更高（26.3% vs -2.5%，领先28.8%），PROCORE TECHNOLOGIES, INC.同比增速更快（15.7% vs -1.6%），过去两年PROCORE TECHNOLOGIES, INC.的营收复合增速更高（12.4% vs 3.2%）
Procore Technologies是2002年成立的美国建筑管理软件即服务（SaaS）企业，总部位于加利福尼亚州卡平特里亚。公司打造的全球平台可连接建筑行业从业者，支持搭建简化工作流，统一展现建筑项目信息，覆盖任务追踪、项目流程管理、日程排期等核心功能。
SBA Communications是一家房地产投资信托企业，核心业务为持有、运营无线通信基础设施，市场覆盖美国、加拿大、中南美洲及南非地区。公司由Steven Bernstein于1989年创立，前身为Steven Bernstein and Associates。
PCOR vs SBAC — 直观对比
营收规模更大
SBAC
是对方的2.0倍
$359.3M
营收增速更快
PCOR
高出17.2%
-1.6%
净利率更高
SBAC
高出28.8%
-2.5%
两年增速更快
PCOR
近两年复合增速
3.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $359.3M | $703.4M |
| 净利润 | $-9.1M | $184.9M |
| 毛利率 | 80.1% | — |
| 营业利润率 | 15.5% | 48.7% |
| 净利率 | -2.5% | 26.3% |
| 营收同比 | 15.7% | -1.6% |
| 净利润同比 | 72.4% | -15.1% |
| 每股收益（稀释后） | $-0.06 | $1.74 |
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PCORSBAC
| Q1 26 | $359.3M | $703.4M | ||
| Q4 25 | $349.1M | $719.6M | ||
| Q3 25 | $338.9M | $732.3M | ||
| Q2 25 | $323.9M | $699.0M | ||
| Q1 25 | $310.6M | $664.2M | ||
| Q4 24 | $302.0M | $693.7M | ||
| Q3 24 | $295.9M | $667.6M | ||
| Q2 24 | $284.3M | $660.5M |
净利润PCORSBAC
| Q1 26 | $-9.1M | $184.9M | ||
| Q4 25 | $-37.6M | $370.4M | ||
| Q3 25 | $-9.1M | $236.8M | ||
| Q2 25 | $-21.1M | $225.8M | ||
| Q1 25 | $-33.0M | $220.7M | ||
| Q4 24 | $-62.3M | $178.8M | ||
| Q3 24 | $-26.4M | $258.5M | ||
| Q2 24 | $-6.3M | $162.8M |
毛利率PCORSBAC
| Q1 26 | 80.1% | — | ||
| Q4 25 | 80.1% | 75.6% | ||
| Q3 25 | 79.7% | 74.1% | ||
| Q2 25 | 79.1% | 75.4% | ||
| Q1 25 | 79.1% | 76.9% | ||
| Q4 24 | 81.2% | 78.1% | ||
| Q3 24 | 81.4% | 77.5% | ||
| Q2 24 | 83.1% | 78.6% |
营业利润率PCORSBAC
| Q1 26 | 15.5% | 48.7% | ||
| Q4 25 | -12.3% | 41.5% | ||
| Q3 25 | -4.4% | 51.1% | ||
| Q2 25 | -9.3% | 47.9% | ||
| Q1 25 | -11.7% | 50.4% | ||
| Q4 24 | -21.9% | 55.1% | ||
| Q3 24 | -12.3% | 56.3% | ||
| Q2 24 | -5.2% | 53.7% |
净利率PCORSBAC
| Q1 26 | -2.5% | 26.3% | ||
| Q4 25 | -10.8% | 51.5% | ||
| Q3 25 | -2.7% | 32.3% | ||
| Q2 25 | -6.5% | 32.3% | ||
| Q1 25 | -10.6% | 33.2% | ||
| Q4 24 | -20.6% | 25.8% | ||
| Q3 24 | -8.9% | 38.7% | ||
| Q2 24 | -2.2% | 24.7% |
每股收益（稀释后）PCORSBAC
| Q1 26 | $-0.06 | $1.74 | ||
| Q4 25 | $-0.25 | $3.47 | ||
| Q3 25 | $-0.06 | $2.20 | ||
| Q2 25 | $-0.14 | $2.09 | ||
| Q1 25 | $-0.22 | $2.04 | ||
| Q4 24 | $-0.42 | $1.61 | ||
| Q3 24 | $-0.18 | $2.40 | ||
| Q2 24 | $-0.04 | $1.51 |
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 | $386.0M | $269.1M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $1.2B | — |
| 总资产 | $2.1B | $11.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资PCORSBAC
| Q1 26 | $386.0M | $269.1M | ||
| Q4 25 | $768.5M | $271.2M | ||
| Q3 25 | $684.0M | $431.1M | ||
| Q2 25 | $620.9M | $276.8M | ||
| Q1 25 | $566.7M | $702.2M | ||
| Q4 24 | $775.4M | $444.4M | ||
| Q3 24 | $756.9M | $202.6M | ||
| Q2 24 | $735.4M | $250.9M |
总债务PCORSBAC
| Q1 26 | — | $2.7B | ||
| Q4 25 | — | $12.9B | ||
| Q3 25 | — | $12.7B | ||
| Q2 25 | — | $12.5B | ||
| Q1 25 | — | $12.4B | ||
| Q4 24 | — | $13.6B | ||
| Q3 24 | — | $12.3B | ||
| Q2 24 | — | $12.3B |
股东权益PCORSBAC
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.3B | $-4.9B | ||
| Q3 25 | $1.2B | $-4.9B | ||
| Q2 25 | $1.2B | $-4.9B | ||
| Q1 25 | $1.2B | $-5.0B | ||
| Q4 24 | $1.3B | $-5.1B | ||
| Q3 24 | $1.3B | $-5.2B | ||
| Q2 24 | $1.3B | $-5.3B |
总资产PCORSBAC
| Q1 26 | $2.1B | $11.7B | ||
| Q4 25 | $2.2B | $11.6B | ||
| Q3 25 | $2.1B | $11.3B | ||
| Q2 25 | $2.0B | $10.8B | ||
| Q1 25 | $1.9B | $10.4B | ||
| Q4 24 | $2.1B | $11.4B | ||
| Q3 24 | $2.0B | $10.2B | ||
| Q2 24 | $2.0B | $9.8B |
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 | $76.8M | $255.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 9.5% |
| 现金转化率经营现金流/净利润 | — | 1.38× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流PCORSBAC
| Q1 26 | $76.8M | $255.1M | ||
| Q4 25 | $114.9M | $1.3B | ||
| Q3 25 | $88.5M | $318.0M | ||
| Q2 25 | $30.8M | $368.1M | ||
| Q1 25 | $66.0M | $301.2M | ||
| Q4 24 | $29.1M | $1.3B | ||
| Q3 24 | $39.3M | $304.7M | ||
| Q2 24 | $58.7M | $425.6M |
自由现金流PCORSBAC
| Q1 26 | — | — | ||
| Q4 25 | $109.2M | $833.3M | ||
| Q3 25 | $83.1M | $258.0M | ||
| Q2 25 | $27.9M | $312.2M | ||
| Q1 25 | $62.0M | $255.0M | ||
| Q4 24 | $17.4M | $1.2B | ||
| Q3 24 | $35.7M | $239.9M | ||
| Q2 24 | $56.8M | $375.6M |
自由现金流率PCORSBAC
| Q1 26 | — | — | ||
| Q4 25 | 31.3% | 115.8% | ||
| Q3 25 | 24.5% | 35.2% | ||
| Q2 25 | 8.6% | 44.7% | ||
| Q1 25 | 20.0% | 38.4% | ||
| Q4 24 | 5.8% | 179.9% | ||
| Q3 24 | 12.1% | 35.9% | ||
| Q2 24 | 20.0% | 56.9% |
资本支出强度PCORSBAC
| Q1 26 | — | 9.5% | ||
| Q4 25 | 1.6% | 63.7% | ||
| Q3 25 | 1.6% | 8.2% | ||
| Q2 25 | 0.9% | 8.0% | ||
| Q1 25 | 1.3% | 7.0% | ||
| Q4 24 | 3.9% | 12.6% | ||
| Q3 24 | 1.2% | 9.7% | ||
| Q2 24 | 0.7% | 7.6% |
现金转化率PCORSBAC
| Q1 26 | — | 1.38× | ||
| Q4 25 | — | 3.49× | ||
| Q3 25 | — | 1.34× | ||
| Q2 25 | — | 1.63× | ||
| Q1 25 | — | 1.36× | ||
| Q4 24 | — | 7.47× | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 2.61× |
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
PCOR
暂无分部数据
SBAC
| Site leasing | $656.1M | 93% |
| Site development | $47.3M | 7% |
