vs
ADAMAS TRUST, INC.（ADAM）与SUN COMMUNITIES INC（SUI）财务数据对比。点击上方公司名可切换其他公司
SUN COMMUNITIES INC的季度营收约是ADAMAS TRUST, INC.的16.2倍（$697.2M vs $43.2M）。ADAMAS TRUST, INC.净利率更高（124.0% vs 1.7%，领先122.3%）。ADAMAS TRUST, INC.同比增速更快（61.6% vs -25.8%）。过去两年ADAMAS TRUST, INC.的营收复合增速更高（55.5% vs -2.1%）
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
ADAM vs SUI — 直观对比
营收规模更大
SUI
是对方的16.2倍
$43.2M
营收增速更快
ADAM
高出87.4%
-25.8%
净利率更高
ADAM
高出122.3%
1.7%
两年增速更快
ADAM
近两年复合增速
-2.1%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $43.2M | $697.2M |
| 净利润 | $53.5M | $12.1M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 124.0% | 1.7% |
| 营收同比 | 61.6% | -25.8% |
| 净利润同比 | 270.5% | -96.0% |
| 每股收益（稀释后） | $0.45 | $0.07 |
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ADAMSUI
| Q4 25 | $43.2M | — | ||
| Q3 25 | $36.6M | $697.2M | ||
| Q2 25 | $36.4M | $623.5M | ||
| Q1 25 | $33.1M | $470.2M | ||
| Q4 24 | $26.7M | $745.9M | ||
| Q3 24 | $20.2M | $939.9M | ||
| Q2 24 | $19.0M | $864.0M | ||
| Q1 24 | $17.9M | $671.3M |
净利润ADAMSUI
| Q4 25 | $53.5M | — | ||
| Q3 25 | $44.8M | $12.1M | ||
| Q2 25 | $8.5M | $1.3B | ||
| Q1 25 | $42.2M | $-41.2M | ||
| Q4 24 | $-31.4M | $-228.4M | ||
| Q3 24 | $42.8M | $300.5M | ||
| Q2 24 | $-15.6M | $56.7M | ||
| Q1 24 | $-57.9M | $-25.2M |
营业利润率ADAMSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 11.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -119.0% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -124.7% | — | ||
| Q1 24 | -448.8% | — |
净利率ADAMSUI
| Q4 25 | 124.0% | — | ||
| Q3 25 | 122.5% | 1.7% | ||
| Q2 25 | 23.4% | 210.8% | ||
| Q1 25 | 127.4% | -8.8% | ||
| Q4 24 | -117.5% | -30.6% | ||
| Q3 24 | 211.7% | 32.0% | ||
| Q2 24 | -81.9% | 6.6% | ||
| Q1 24 | -324.1% | -3.8% |
每股收益（稀释后）ADAMSUI
| Q4 25 | $0.45 | — | ||
| Q3 25 | $0.36 | $0.07 | ||
| Q2 25 | $-0.04 | $10.02 | ||
| Q1 25 | $0.33 | $-0.34 | ||
| Q4 24 | $-0.46 | $-1.80 | ||
| Q3 24 | $0.36 | $2.31 | ||
| Q2 24 | $-0.29 | $0.42 | ||
| Q1 24 | $-0.75 | $-0.22 |
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 | $210.3M | $542.7M |
| 总债务越低越好 | $735.8M | — |
| 股东权益账面价值 | $1.4B | $7.0B |
| 总资产 | $12.6B | $12.8B |
| 负债/权益比越低杠杆越低 | 0.52× | — |
8季度趋势，按日历期对齐
现金及短期投资ADAMSUI
| Q4 25 | $210.3M | — | ||
| Q3 25 | $185.3M | $542.7M | ||
| Q2 25 | $160.4M | $889.7M | ||
| Q1 25 | $177.1M | — | ||
| Q4 24 | $167.4M | $47.4M | ||
| Q3 24 | $195.1M | — | ||
| Q2 24 | $235.5M | — | ||
| Q1 24 | $226.9M | — |
总债务ADAMSUI
| Q4 25 | $735.8M | — | ||
| Q3 25 | $766.6M | — | ||
| Q2 25 | $653.0M | — | ||
| Q1 25 | $654.4M | — | ||
| Q4 24 | $573.2M | $7.4B | ||
| Q3 24 | $699.4M | — | ||
| Q2 24 | $800.7M | — | ||
| Q1 24 | $1.0B | — |
股东权益ADAMSUI
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $7.0B | ||
| Q2 25 | $1.4B | $7.4B | ||
| Q1 25 | $1.4B | $6.9B | ||
| Q4 24 | $1.4B | $7.1B | ||
| Q3 24 | $1.4B | $7.5B | ||
| Q2 24 | $1.4B | $6.9B | ||
| Q1 24 | $1.5B | $6.9B |
总资产ADAMSUI
| Q4 25 | $12.6B | — | ||
| Q3 25 | $12.4B | $12.8B | ||
| Q2 25 | $10.6B | $13.4B | ||
| Q1 25 | $10.0B | $16.5B | ||
| Q4 24 | $9.2B | $16.5B | ||
| Q3 24 | $8.9B | $17.1B | ||
| Q2 24 | $8.2B | $17.0B | ||
| Q1 24 | $7.4B | $17.1B |
负债/权益比ADAMSUI
| Q4 25 | 0.52× | — | ||
| Q3 25 | 0.55× | — | ||
| Q2 25 | 0.47× | — | ||
| Q1 25 | 0.47× | — | ||
| Q4 24 | 0.41× | 1.04× | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | 0.56× | — | ||
| Q1 24 | 0.67× | — |
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 | $62.1M | $197.8M |
| 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 | — | — |
| 现金转化率经营现金流/净利润 | 1.16× | 16.35× |
| 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ADAMSUI
| Q4 25 | $62.1M | — | ||
| Q3 25 | $6.9M | $197.8M | ||
| Q2 25 | $39.2M | $256.0M | ||
| Q1 25 | $25.8M | $243.9M | ||
| Q4 24 | $29.1M | $118.0M | ||
| Q3 24 | $-922.0K | $189.2M | ||
| Q2 24 | $-993.0K | $311.3M | ||
| Q1 24 | $-13.1M | $242.5M |
自由现金流ADAMSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $25.7M | — | ||
| Q3 24 | $-8.6M | — | ||
| Q2 24 | $-8.6M | — | ||
| Q1 24 | $-19.1M | — |
自由现金流率ADAMSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 96.1% | — | ||
| Q3 24 | -42.3% | — | ||
| Q2 24 | -44.9% | — | ||
| Q1 24 | -107.0% | — |
资本支出强度ADAMSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 12.9% | — | ||
| Q3 24 | 37.7% | — | ||
| Q2 24 | 39.7% | — | ||
| Q1 24 | 33.5% | — |
现金转化率ADAMSUI
| Q4 25 | 1.16× | — | ||
| Q3 25 | 0.15× | 16.35× | ||
| Q2 25 | 4.59× | 0.19× | ||
| Q1 25 | 0.61× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.02× | 0.63× | ||
| Q2 24 | — | 5.49× | ||
| Q1 24 | — | — |
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
ADAM
| Other | $19.6M | 45% |
| Constructive Loans LLC | $14.4M | 33% |
| Multifamily | $9.1M | 21% |
SUI
暂无分部数据
