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百通（BDC）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
百通的季度营收约是SUN COMMUNITIES INC的1.0倍（$720.1M vs $697.2M），百通净利率更高（9.4% vs 1.7%，领先7.7%），百通同比增速更快（8.1% vs -25.8%），过去两年百通的营收复合增速更高（15.9% vs -2.1%）
百通公司是美国上市跨国企业，专注于端到端网络、安全及连接产品的设计、生产与销售，业务覆盖工业自动化解决方案、智能建筑、宽带及5G三大核心领域，为各行业客户提供可靠的通信连接相关产品与服务。
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。
BDC vs SUI — 直观对比
营收规模更大
BDC
是对方的1.0倍
$697.2M
营收增速更快
BDC
高出33.9%
-25.8%
净利率更高
BDC
高出7.7%
1.7%
两年增速更快
BDC
近两年复合增速
-2.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $720.1M | $697.2M |
| 净利润 | $67.9M | $12.1M |
| 毛利率 | 36.6% | — |
| 营业利润率 | 12.2% | — |
| 净利率 | 9.4% | 1.7% |
| 营收同比 | 8.1% | -25.8% |
| 净利润同比 | 16.3% | -96.0% |
| 每股收益（稀释后） | $1.70 | $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BDCSUI
| Q4 25 | $720.1M | — | ||
| Q3 25 | $698.2M | $697.2M | ||
| Q2 25 | $672.0M | $623.5M | ||
| Q1 25 | $624.9M | $470.2M | ||
| Q4 24 | $666.0M | $745.9M | ||
| Q3 24 | $654.9M | $939.9M | ||
| Q2 24 | $604.3M | $864.0M | ||
| Q1 24 | $535.7M | $671.3M |
净利润BDCSUI
| Q4 25 | $67.9M | — | ||
| Q3 25 | $56.7M | $12.1M | ||
| Q2 25 | $61.0M | $1.3B | ||
| Q1 25 | $51.9M | $-41.2M | ||
| Q4 24 | $58.4M | $-228.4M | ||
| Q3 24 | $53.7M | $300.5M | ||
| Q2 24 | $49.0M | $56.7M | ||
| Q1 24 | $37.3M | $-25.2M |
毛利率BDCSUI
| Q4 25 | 36.6% | — | ||
| Q3 25 | 37.7% | — | ||
| Q2 25 | 38.5% | — | ||
| Q1 25 | 39.3% | — | ||
| Q4 24 | 37.5% | — | ||
| Q3 24 | 37.3% | — | ||
| Q2 24 | 37.5% | — | ||
| Q1 24 | 37.6% | — |
营业利润率BDCSUI
| Q4 25 | 12.2% | — | ||
| Q3 25 | 10.9% | — | ||
| Q2 25 | 11.8% | — | ||
| Q1 25 | 11.6% | — | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 11.5% | — | ||
| Q2 24 | 11.4% | — | ||
| Q1 24 | 9.9% | — |
净利率BDCSUI
| Q4 25 | 9.4% | — | ||
| Q3 25 | 8.1% | 1.7% | ||
| Q2 25 | 9.1% | 210.8% | ||
| Q1 25 | 8.3% | -8.8% | ||
| Q4 24 | 8.8% | -30.6% | ||
| Q3 24 | 8.2% | 32.0% | ||
| Q2 24 | 8.1% | 6.6% | ||
| Q1 24 | 7.0% | -3.8% |
每股收益（稀释后）BDCSUI
| Q4 25 | $1.70 | — | ||
| Q3 25 | $1.41 | $0.07 | ||
| Q2 25 | $1.53 | $10.02 | ||
| Q1 25 | $1.27 | $-0.34 | ||
| Q4 24 | $1.41 | $-1.80 | ||
| Q3 24 | $1.30 | $2.31 | ||
| Q2 24 | $1.19 | $0.42 | ||
| Q1 24 | $0.90 | $-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 | $389.9M | $542.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $7.0B |
| 总资产 | $3.5B | $12.8B |
| 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BDCSUI
| Q4 25 | $389.9M | — | ||
| Q3 25 | $314.3M | $542.7M | ||
| Q2 25 | $301.5M | $889.7M | ||
| Q1 25 | $259.0M | — | ||
| Q4 24 | $370.3M | $47.4M | ||
| Q3 24 | $323.0M | — | ||
| Q2 24 | $564.8M | — | ||
| Q1 24 | $506.8M | — |
总债务BDCSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BDCSUI
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.2B | $7.0B | ||
| Q2 25 | $1.2B | $7.4B | ||
| Q1 25 | $1.2B | $6.9B | ||
| Q4 24 | $1.3B | $7.1B | ||
| Q3 24 | $1.2B | $7.5B | ||
| Q2 24 | $1.2B | $6.9B | ||
| Q1 24 | $1.2B | $6.9B |
总资产BDCSUI
| Q4 25 | $3.5B | — | ||
| Q3 25 | $3.4B | $12.8B | ||
| Q2 25 | $3.4B | $13.4B | ||
| Q1 25 | $3.3B | $16.5B | ||
| Q4 24 | $3.3B | $16.5B | ||
| Q3 24 | $3.3B | $17.1B | ||
| Q2 24 | $3.5B | $17.0B | ||
| Q1 24 | $3.1B | $17.1B |
负债/权益比BDCSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $160.4M | $197.8M |
| 自由现金流经营现金流 - 资本支出 | $121.3M | — |
| 自由现金流率自由现金流/营收 | 16.8% | — |
| 资本支出强度资本支出/营收 | 5.4% | — |
| 现金转化率经营现金流/净利润 | 2.36× | 16.35× |
| 过去12个月自由现金流最近4个季度 | $218.7M | — |
8季度趋势，按日历期对齐
经营现金流BDCSUI
| Q4 25 | $160.4M | — | ||
| Q3 25 | $105.0M | $197.8M | ||
| Q2 25 | $82.0M | $256.0M | ||
| Q1 25 | $7.4M | $243.9M | ||
| Q4 24 | $174.7M | $118.0M | ||
| Q3 24 | $91.7M | $189.2M | ||
| Q2 24 | $83.0M | $311.3M | ||
| Q1 24 | $2.7M | $242.5M |
自由现金流BDCSUI
| Q4 25 | $121.3M | — | ||
| Q3 25 | $65.3M | — | ||
| Q2 25 | $56.9M | — | ||
| Q1 25 | $-24.8M | — | ||
| Q4 24 | $116.4M | — | ||
| Q3 24 | $67.2M | — | ||
| Q2 24 | $61.0M | — | ||
| Q1 24 | $-21.5M | — |
自由现金流率BDCSUI
| Q4 25 | 16.8% | — | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 8.5% | — | ||
| Q1 25 | -4.0% | — | ||
| Q4 24 | 17.5% | — | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 10.1% | — | ||
| Q1 24 | -4.0% | — |
资本支出强度BDCSUI
| Q4 25 | 5.4% | — | ||
| Q3 25 | 5.7% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 8.8% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 3.6% | — | ||
| Q1 24 | 4.5% | — |
现金转化率BDCSUI
| Q4 25 | 2.36× | — | ||
| Q3 25 | 1.85× | 16.35× | ||
| Q2 25 | 1.34× | 0.19× | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 2.99× | — | ||
| Q3 24 | 1.71× | 0.63× | ||
| Q2 24 | 1.69× | 5.49× | ||
| Q1 24 | 0.07× | — |
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
BDC
| Automation Solutions Segment | $397.7M | 55% |
| Broadband Solutions | $164.8M | 23% |
| Smart Buildings Solutions | $157.7M | 22% |
SUI
暂无分部数据
