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艾利丹尼森（AVY）与Champion Homes, Inc.（SKY）财务数据对比。点击上方公司名可切换其他公司
艾利丹尼森的季度营收约是Champion Homes, Inc.的3.5倍（$2.3B vs $656.6M）。Champion Homes, Inc.净利率更高（8.3% vs 7.3%，领先0.9%）。艾利丹尼森同比增速更快（3.9% vs 1.8%）。艾利丹尼森自由现金流更多（$309.7M vs $92.9M）。过去两年Champion Homes, Inc.的营收复合增速更高（10.6% vs 2.7%）
艾利丹尼森是总部位于美国俄亥俄州门托市的财富500强跨国企业，专业从事压敏胶材料、服装品牌标签吊牌、RFID嵌体及特种医疗产品的生产与分销，业务覆盖全球多个主要市场。
Champion Homes, Inc.是移动及模块化住宅制造企业，为北美头部模块化住宅建造商之一，业务覆盖美国及加拿大西部地区，提供工厂预制住宅产品，可满足不同场景的居住需求，凭借工业化生产优势保障住房品质与交付效率。
AVY vs SKY — 直观对比
营收规模更大
AVY
是对方的3.5倍
$656.6M
营收增速更快
AVY
高出2.1%
1.8%
净利率更高
SKY
高出0.9%
7.3%
自由现金流更多
AVY
多$216.8M
$92.9M
两年增速更快
SKY
近两年复合增速
2.7%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $656.6M |
| 净利润 | $166.4M | $54.3M |
| 毛利率 | 28.7% | 26.2% |
| 营业利润率 | 9.1% | 9.5% |
| 净利率 | 7.3% | 8.3% |
| 营收同比 | 3.9% | 1.8% |
| 净利润同比 | -4.4% | -11.7% |
| 每股收益（稀释后） | $2.16 | $0.97 |
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AVYSKY
| Q4 25 | $2.3B | $656.6M | ||
| Q3 25 | $2.2B | $684.4M | ||
| Q2 25 | $2.2B | $701.3M | ||
| Q1 25 | $2.1B | $593.9M | ||
| Q4 24 | $2.2B | $644.9M | ||
| Q3 24 | $2.2B | $616.9M | ||
| Q2 24 | $2.2B | $627.8M | ||
| Q1 24 | $2.2B | $536.4M |
净利润AVYSKY
| Q4 25 | $166.4M | $54.3M | ||
| Q3 25 | $166.3M | $58.2M | ||
| Q2 25 | $189.0M | $64.7M | ||
| Q1 25 | $166.3M | $36.3M | ||
| Q4 24 | $174.0M | $61.5M | ||
| Q3 24 | $181.7M | $54.7M | ||
| Q2 24 | $176.8M | $45.8M | ||
| Q1 24 | $172.4M | $2.8M |
毛利率AVYSKY
| Q4 25 | 28.7% | 26.2% | ||
| Q3 25 | 28.7% | 27.5% | ||
| Q2 25 | 28.8% | 27.1% | ||
| Q1 25 | 28.9% | 25.7% | ||
| Q4 24 | 27.9% | 28.1% | ||
| Q3 24 | 28.7% | 27.0% | ||
| Q2 24 | 29.6% | 26.2% | ||
| Q1 24 | 29.4% | 18.3% |
营业利润率AVYSKY
| Q4 25 | 9.1% | 9.5% | ||
| Q3 25 | 10.6% | 10.9% | ||
| Q2 25 | 11.5% | 11.2% | ||
| Q1 25 | 10.6% | 7.1% | ||
| Q4 24 | 11.0% | 11.3% | ||
| Q3 24 | 11.0% | 10.8% | ||
| Q2 24 | 10.7% | 8.8% | ||
| Q1 24 | 10.9% | 1.4% |
净利率AVYSKY
| Q4 25 | 7.3% | 8.3% | ||
| Q3 25 | 7.5% | 8.5% | ||
| Q2 25 | 8.5% | 9.2% | ||
| Q1 25 | 7.7% | 6.1% | ||
| Q4 24 | 8.0% | 9.5% | ||
| Q3 24 | 8.3% | 8.9% | ||
| Q2 24 | 7.9% | 7.3% | ||
| Q1 24 | 8.0% | 0.5% |
每股收益（稀释后）AVYSKY
| Q4 25 | $2.16 | $0.97 | ||
| Q3 25 | $2.13 | $1.03 | ||
| Q2 25 | $2.41 | $1.13 | ||
| Q1 25 | $2.09 | $0.63 | ||
| Q4 24 | $2.17 | $1.06 | ||
| Q3 24 | $2.25 | $0.94 | ||
| Q2 24 | $2.18 | $0.79 | ||
| Q1 24 | $2.13 | $0.04 |
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 | $202.8M | $659.8M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.2B | $1.6B |
| 总资产 | $8.8B | $2.1B |
| 负债/权益比越低杠杆越低 | 1.43× | — |
8季度趋势，按日历期对齐
现金及短期投资AVYSKY
| Q4 25 | $202.8M | $659.8M | ||
| Q3 25 | $536.3M | $618.7M | ||
| Q2 25 | $215.9M | $605.3M | ||
| Q1 25 | $195.9M | $610.3M | ||
| Q4 24 | $329.1M | $581.8M | ||
| Q3 24 | $212.7M | $570.2M | ||
| Q2 24 | $208.8M | $548.9M | ||
| Q1 24 | $185.7M | $495.1M |
总债务AVYSKY
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.0B | — | ||
| Q1 24 | $2.1B | — |
股东权益AVYSKY
| Q4 25 | $2.2B | $1.6B | ||
| Q3 25 | $2.2B | $1.6B | ||
| Q2 25 | $2.2B | $1.6B | ||
| Q1 25 | $2.2B | $1.5B | ||
| Q4 24 | $2.3B | $1.5B | ||
| Q3 24 | $2.4B | $1.5B | ||
| Q2 24 | $2.3B | $1.5B | ||
| Q1 24 | $2.2B | $1.4B |
总资产AVYSKY
| Q4 25 | $8.8B | $2.1B | ||
| Q3 25 | $8.9B | $2.1B | ||
| Q2 25 | $8.6B | $2.1B | ||
| Q1 25 | $8.4B | $2.1B | ||
| Q4 24 | $8.4B | $2.0B | ||
| Q3 24 | $8.5B | $2.0B | ||
| Q2 24 | $8.3B | $2.0B | ||
| Q1 24 | $8.3B | $1.9B |
负债/权益比AVYSKY
| Q4 25 | 1.43× | — | ||
| Q3 25 | 1.45× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.11× | — | ||
| Q3 24 | 0.85× | — | ||
| Q2 24 | 0.89× | — | ||
| Q1 24 | 0.94× | — |
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 | $376.8M | $100.0M |
| 自由现金流经营现金流 - 资本支出 | $309.7M | $92.9M |
| 自由现金流率自由现金流/营收 | 13.6% | 14.1% |
| 资本支出强度资本支出/营收 | 3.0% | 1.1% |
| 现金转化率经营现金流/净利润 | 2.26× | 1.84× |
| 过去12个月自由现金流最近4个季度 | $712.4M | $259.7M |
8季度趋势，按日历期对齐
经营现金流AVYSKY
| Q4 25 | $376.8M | $100.0M | ||
| Q3 25 | $312.1M | $75.9M | ||
| Q2 25 | $208.8M | $75.3M | ||
| Q1 25 | $-16.3M | $46.0M | ||
| Q4 24 | $351.2M | $50.4M | ||
| Q3 24 | $270.1M | $59.8M | ||
| Q2 24 | $197.7M | $84.6M | ||
| Q1 24 | $119.8M | — |
自由现金流AVYSKY
| Q4 25 | $309.7M | $92.9M | ||
| Q3 25 | $276.2M | $67.0M | ||
| Q2 25 | $178.8M | $66.4M | ||
| Q1 25 | $-52.3M | $33.4M | ||
| Q4 24 | $281.7M | $37.3M | ||
| Q3 24 | $227.1M | $45.7M | ||
| Q2 24 | $150.2M | $73.9M | ||
| Q1 24 | $71.0M | — |
自由现金流率AVYSKY
| Q4 25 | 13.6% | 14.1% | ||
| Q3 25 | 12.5% | 9.8% | ||
| Q2 25 | 8.1% | 9.5% | ||
| Q1 25 | -2.4% | 5.6% | ||
| Q4 24 | 12.9% | 5.8% | ||
| Q3 24 | 10.4% | 7.4% | ||
| Q2 24 | 6.7% | 11.8% | ||
| Q1 24 | 3.3% | — |
资本支出强度AVYSKY
| Q4 25 | 3.0% | 1.1% | ||
| Q3 25 | 1.6% | 1.3% | ||
| Q2 25 | 1.4% | 1.3% | ||
| Q1 25 | 1.7% | 2.1% | ||
| Q4 24 | 3.2% | 2.0% | ||
| Q3 24 | 2.0% | 2.3% | ||
| Q2 24 | 2.1% | 1.7% | ||
| Q1 24 | 2.3% | — |
现金转化率AVYSKY
| Q4 25 | 2.26× | 1.84× | ||
| Q3 25 | 1.88× | 1.30× | ||
| Q2 25 | 1.10× | 1.16× | ||
| Q1 25 | -0.10× | 1.27× | ||
| Q4 24 | 2.02× | 0.82× | ||
| Q3 24 | 1.49× | 1.09× | ||
| Q2 24 | 1.12× | 1.85× | ||
| Q1 24 | 0.69× | — |
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
AVY
| Other | $1.1B | 47% |
| Materials Group Segment | $475.0M | 21% |
| Apparel And Other | $460.8M | 20% |
| Identification Solutions And Vestcom | $263.4M | 12% |
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
