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Everus Construction Group, Inc.（ECG）とTaylor Morrison Home Corp（TMHC）の財務データ比較。上の社名をクリックして会社を切り替えられます
Taylor Morrison Home Corpの直近四半期売上が大きい（$1.4B vs $1.0B、Everus Construction Group, Inc.の約1.4倍）。Taylor Morrison Home Corpの純利益率が高く（7.1% vs 5.5%、差は1.6%）。Everus Construction Group, Inc.の前年同期比売上増加率が高い（33.2% vs -26.8%）。過去8四半期でEverus Construction Group, Inc.の売上複合成長率が高い（27.1% vs -16.5%）
テイラー・モリソン・ホーム社は米国最大級の住宅建設会社で、本社はアリゾナ州スコッツデールに所在します。2007年7月にテイラー・ウッドローとモリソン・ホームズが合併して設立され、アリゾナ、カリフォルニア、テキサスなど10以上の州で事業を展開し、初回購入向け、中間層向け、中高級層向けの多様な住宅を提供しています。
ECG vs TMHC — 直接比較
売上が大きい
TMHC
1.4倍大きい
$1.0B
売上成長率が高い
ECG
+60.0%の差
-26.8%
純利益率が高い
TMHC
純利益率が1.6%高い
5.5%
2年売上CAGRが高い
ECG
2年複合成長率
-16.5%
損益計算書 — Q4 2025 vs Q1 2026
| 指標 | | |
|---|---|---|
| 売上 | $1.0B | $1.4B |
| 純利益 | $55.3M | $98.6M |
| 粗利率 | 11.6% | 21.0% |
| 営業利益率 | 6.8% | — |
| 純利益率 | 5.5% | 7.1% |
| 売上前年比 | 33.2% | -26.8% |
| 純利益前年比 | 60.4% | -53.8% |
| EPS（希薄化後） | $1.09 | $1.12 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
売上ECGTMHC
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.0B | $2.1B | ||
| Q3 25 | $986.8M | $2.1B | ||
| Q2 25 | $921.5M | $2.0B | ||
| Q1 25 | $826.6M | $1.9B | ||
| Q4 24 | $759.6M | $2.4B | ||
| Q3 24 | $761.0M | $2.1B | ||
| Q2 24 | $703.4M | $2.0B |
純利益ECGTMHC
| Q1 26 | — | $98.6M | ||
| Q4 25 | $55.3M | $174.0M | ||
| Q3 25 | $57.0M | $201.4M | ||
| Q2 25 | $52.8M | $193.6M | ||
| Q1 25 | $36.7M | $213.5M | ||
| Q4 24 | $34.5M | $242.5M | ||
| Q3 24 | $41.8M | $251.1M | ||
| Q2 24 | $39.0M | $199.5M |
粗利率ECGTMHC
| Q1 26 | — | 21.0% | ||
| Q4 25 | 11.6% | 22.0% | ||
| Q3 25 | 12.6% | 22.7% | ||
| Q2 25 | 13.0% | 23.0% | ||
| Q1 25 | 11.2% | 24.4% | ||
| Q4 24 | 11.4% | 23.9% | ||
| Q3 24 | 11.8% | 25.0% | ||
| Q2 24 | 12.6% | 23.7% |
営業利益率ECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.3% | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 6.2% | — | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 7.1% | — | ||
| Q2 24 | 7.3% | — |
純利益率ECGTMHC
| Q1 26 | — | 7.1% | ||
| Q4 25 | 5.5% | 8.3% | ||
| Q3 25 | 5.8% | 9.6% | ||
| Q2 25 | 5.7% | 9.5% | ||
| Q1 25 | 4.4% | 11.3% | ||
| Q4 24 | 4.5% | 10.3% | ||
| Q3 24 | 5.5% | 11.8% | ||
| Q2 24 | 5.5% | 10.0% |
EPS（希薄化後）ECGTMHC
| Q1 26 | — | $1.12 | ||
| Q4 25 | $1.09 | $1.77 | ||
| Q3 25 | $1.11 | $2.01 | ||
| Q2 25 | $1.03 | $1.92 | ||
| Q1 25 | $0.72 | $2.07 | ||
| Q4 24 | $0.68 | $2.29 | ||
| Q3 24 | $0.82 | $2.37 | ||
| Q2 24 | $0.76 | $1.86 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | — | $652.9M |
| 総負債低いほど良い | $281.5M | — |
| 株主資本純資産 | $629.8M | $6.2B |
| 総資産 | $1.7B | $9.8B |
| 負債/資本比率低いほどレバレッジが低い | 0.45× | — |
8四半期トレンド — 暦四半期で整列
現金・短期投資ECGTMHC
| Q1 26 | — | $652.9M | ||
| Q4 25 | — | $850.0M | ||
| Q3 25 | — | $370.6M | ||
| Q2 25 | — | $130.2M | ||
| Q1 25 | — | $377.8M | ||
| Q4 24 | — | $487.2M | ||
| Q3 24 | $553.0K | $256.4M | ||
| Q2 24 | — | $246.8M |
総負債ECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | $281.5M | $2.3B | ||
| Q3 25 | $285.1M | $2.2B | ||
| Q2 25 | $288.6M | $2.1B | ||
| Q1 25 | $292.1M | $2.1B | ||
| Q4 24 | $295.6M | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.2B |
株主資本ECGTMHC
| Q1 26 | — | $6.2B | ||
| Q4 25 | $629.8M | $6.3B | ||
| Q3 25 | $573.0M | $6.2B | ||
| Q2 25 | $514.4M | $6.1B | ||
| Q1 25 | $460.2M | $6.0B | ||
| Q4 24 | $422.6M | $5.9B | ||
| Q3 24 | $453.3M | $5.7B | ||
| Q2 24 | $490.0M | $5.5B |
総資産ECGTMHC
| Q1 26 | — | $9.8B | ||
| Q4 25 | $1.7B | $9.8B | ||
| Q3 25 | $1.6B | $9.6B | ||
| Q2 25 | $1.5B | $9.5B | ||
| Q1 25 | $1.4B | $9.4B | ||
| Q4 24 | $1.3B | $9.3B | ||
| Q3 24 | $1.3B | $9.3B | ||
| Q2 24 | — | $9.1B |
負債/資本比率ECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | 0.36× | ||
| Q3 25 | 0.50× | 0.35× | ||
| Q2 25 | 0.56× | 0.35× | ||
| Q1 25 | 0.63× | 0.35× | ||
| Q4 24 | 0.70× | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $48.2M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $23.5M | — |
| FCFマージンFCF / 売上 | 2.3% | — |
| 設備投資強度設備投資 / 売上 | 2.4% | — |
| キャッシュ転換率営業CF / 純利益 | 0.87× | — |
| 直近12ヶ月FCF直近4四半期 | $90.0M | — |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | $48.2M | $646.4M | ||
| Q3 25 | $76.2M | $219.6M | ||
| Q2 25 | $25.3M | $-126.0M | ||
| Q1 25 | $7.1M | $77.2M | ||
| Q4 24 | — | $438.2M | ||
| Q3 24 | $78.9M | $135.9M | ||
| Q2 24 | — | $-233.3M |
フリーキャッシュフローECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | $23.5M | $635.3M | ||
| Q3 25 | $65.7M | $206.6M | ||
| Q2 25 | $12.3M | $-133.6M | ||
| Q1 25 | $-11.4M | $68.7M | ||
| Q4 24 | — | $428.2M | ||
| Q3 24 | $60.9M | $127.1M | ||
| Q2 24 | — | $-241.7M |
FCFマージンECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 30.3% | ||
| Q3 25 | 6.7% | 9.9% | ||
| Q2 25 | 1.3% | -6.6% | ||
| Q1 25 | -1.4% | 3.6% | ||
| Q4 24 | — | 18.2% | ||
| Q3 24 | 8.0% | 6.0% | ||
| Q2 24 | — | -12.1% |
設備投資強度ECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 0.5% | ||
| Q3 25 | 1.1% | 0.6% | ||
| Q2 25 | 1.4% | 0.4% | ||
| Q1 25 | 2.2% | 0.4% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | 2.4% | 0.4% | ||
| Q2 24 | — | 0.4% |
キャッシュ転換率ECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 3.71× | ||
| Q3 25 | 1.34× | 1.09× | ||
| Q2 25 | 0.48× | -0.65× | ||
| Q1 25 | 0.19× | 0.36× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | 1.89× | 0.54× | ||
| Q2 24 | — | -1.17× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
ECG
| Commercial | $594.5M | 59% |
| Utility | $203.5M | 20% |
| Industrial | $82.8M | 8% |
| Institutional | $66.1M | 7% |
| Service And Other | $28.4M | 3% |
| Transportation | $24.2M | 2% |
| Renewables | $19.8M | 2% |
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
