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Taylor Morrison Home Corp（TMHC）とWoodward, Inc.（WWD）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 $996.5M、Woodward, Inc.の約1.4倍）。Woodward, Inc.の純利益率が高く（13.4% vs 7.1%、差は6.3%）。Woodward, Inc.の前年同期比売上増加率が高い（29.0% vs -26.8%）。過去8四半期でWoodward, Inc.の売上複合成長率が高い（9.2% 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。
ウッドワード（Woodward, Inc.）は米国発祥の制御システムおよび同システム部品の設計・製造・サービスを提供する企業です。航空機、航空機エンジン、産業用エンジン・タービン、発電設備、モバイル産業機器向け製品のほか、国防向け軍用装置・各種機器も供給しています。
TMHC vs WWD — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.4B | $996.5M |
| 純利益 | $98.6M | $133.7M |
| 粗利率 | 21.0% | 29.3% |
| 営業利益率 | — | 17.0% |
| 純利益率 | 7.1% | 13.4% |
| 売上前年比 | -26.8% | 29.0% |
| 純利益前年比 | -53.8% | 53.5% |
| EPS（希薄化後） | $1.12 | $2.17 |
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
| Q1 26 | $1.4B | — | ||
| Q4 25 | $2.1B | $996.5M | ||
| Q3 25 | $2.1B | $995.3M | ||
| Q2 25 | $2.0B | $915.4M | ||
| Q1 25 | $1.9B | $883.6M | ||
| Q4 24 | $2.4B | $772.7M | ||
| Q3 24 | $2.1B | $854.5M | ||
| Q2 24 | $2.0B | $847.7M |
| Q1 26 | $98.6M | — | ||
| Q4 25 | $174.0M | $133.7M | ||
| Q3 25 | $201.4M | $137.6M | ||
| Q2 25 | $193.6M | $108.4M | ||
| Q1 25 | $213.5M | $108.9M | ||
| Q4 24 | $242.5M | $87.1M | ||
| Q3 24 | $251.1M | $83.3M | ||
| Q2 24 | $199.5M | $102.1M |
| Q1 26 | 21.0% | — | ||
| Q4 25 | 22.0% | 29.3% | ||
| Q3 25 | 22.7% | 27.9% | ||
| Q2 25 | 23.0% | 27.2% | ||
| Q1 25 | 24.4% | 27.2% | ||
| Q4 24 | 23.9% | 24.5% | ||
| Q3 24 | 25.0% | 24.3% | ||
| Q2 24 | 23.7% | 27.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 17.0% | ||
| Q3 25 | — | 16.1% | ||
| Q2 25 | — | 13.9% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | 11.9% | ||
| Q2 24 | — | 14.4% |
| Q1 26 | 7.1% | — | ||
| Q4 25 | 8.3% | 13.4% | ||
| Q3 25 | 9.6% | 13.8% | ||
| Q2 25 | 9.5% | 11.8% | ||
| Q1 25 | 11.3% | 12.3% | ||
| Q4 24 | 10.3% | 11.3% | ||
| Q3 24 | 11.8% | 9.7% | ||
| Q2 24 | 10.0% | 12.0% |
| Q1 26 | $1.12 | — | ||
| Q4 25 | $1.77 | $2.17 | ||
| Q3 25 | $2.01 | $2.23 | ||
| Q2 25 | $1.92 | $1.76 | ||
| Q1 25 | $2.07 | $1.78 | ||
| Q4 24 | $2.29 | $1.42 | ||
| Q3 24 | $2.37 | $1.36 | ||
| Q2 24 | $1.86 | $1.63 |
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 | $454.2M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $6.2B | $2.6B |
| 総資産 | $9.8B | $4.7B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $652.9M | — | ||
| Q4 25 | $850.0M | $454.2M | ||
| Q3 25 | $370.6M | $327.4M | ||
| Q2 25 | $130.2M | $473.2M | ||
| Q1 25 | $377.8M | $364.1M | ||
| Q4 24 | $487.2M | $283.7M | ||
| Q3 24 | $256.4M | $282.3M | ||
| Q2 24 | $246.8M | $308.3M |
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.2B | $579.9M | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | $655.5M | ||
| Q2 24 | $2.2B | — |
| Q1 26 | $6.2B | — | ||
| Q4 25 | $6.3B | $2.6B | ||
| Q3 25 | $6.2B | $2.6B | ||
| Q2 25 | $6.1B | $2.5B | ||
| Q1 25 | $6.0B | $2.3B | ||
| Q4 24 | $5.9B | $2.2B | ||
| Q3 24 | $5.7B | $2.2B | ||
| Q2 24 | $5.5B | $2.2B |
| Q1 26 | $9.8B | — | ||
| Q4 25 | $9.8B | $4.7B | ||
| Q3 25 | $9.6B | $4.6B | ||
| Q2 25 | $9.5B | $4.7B | ||
| Q1 25 | $9.4B | $4.5B | ||
| Q4 24 | $9.3B | $4.3B | ||
| Q3 24 | $9.3B | $4.4B | ||
| Q2 24 | $9.1B | $4.3B |
| Q1 26 | — | — | ||
| Q4 25 | 0.36× | — | ||
| Q3 25 | 0.35× | 0.23× | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.35× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 0.37× | 0.30× | ||
| 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 | — | $114.4M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $70.3M |
| FCFマージンFCF / 売上 | — | 7.1% |
| 設備投資強度設備投資 / 売上 | — | 4.4% |
| キャッシュ転換率営業CF / 純利益 | — | 0.86× |
| 直近12ヶ月FCF直近4四半期 | — | $409.7M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $646.4M | $114.4M | ||
| Q3 25 | $219.6M | $233.3M | ||
| Q2 25 | $-126.0M | $125.6M | ||
| Q1 25 | $77.2M | $77.8M | ||
| Q4 24 | $438.2M | $34.5M | ||
| Q3 24 | $135.9M | $141.8M | ||
| Q2 24 | $-233.3M | $153.2M |
| Q1 26 | — | — | ||
| Q4 25 | $635.3M | $70.3M | ||
| Q3 25 | $206.6M | $180.9M | ||
| Q2 25 | $-133.6M | $99.1M | ||
| Q1 25 | $68.7M | $59.4M | ||
| Q4 24 | $428.2M | $942.0K | ||
| Q3 24 | $127.1M | $117.7M | ||
| Q2 24 | $-241.7M | $137.3M |
| Q1 26 | — | — | ||
| Q4 25 | 30.3% | 7.1% | ||
| Q3 25 | 9.9% | 18.2% | ||
| Q2 25 | -6.6% | 10.8% | ||
| Q1 25 | 3.6% | 6.7% | ||
| Q4 24 | 18.2% | 0.1% | ||
| Q3 24 | 6.0% | 13.8% | ||
| Q2 24 | -12.1% | 16.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 4.4% | ||
| Q3 25 | 0.6% | 5.3% | ||
| Q2 25 | 0.4% | 2.9% | ||
| Q1 25 | 0.4% | 2.1% | ||
| Q4 24 | 0.4% | 4.3% | ||
| Q3 24 | 0.4% | 2.8% | ||
| Q2 24 | 0.4% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | 3.71× | 0.86× | ||
| Q3 25 | 1.09× | 1.70× | ||
| Q2 25 | -0.65× | 1.16× | ||
| Q1 25 | 0.36× | 0.71× | ||
| Q4 24 | 1.81× | 0.40× | ||
| Q3 24 | 0.54× | 1.70× | ||
| Q2 24 | -1.17× | 1.50× |
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
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% |
WWD
| Transferred At Point In Time | $253.6M | 25% |
| Commercial OEM | $187.9M | 19% |
| Transportation | $166.3M | 17% |
| Defense OEM | $138.2M | 14% |
| Power Generation | $122.8M | 12% |
| Oil And Gas | $72.4M | 7% |
| Defense Aftermarket | $63.8M | 6% |
