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Bluerock Homes Trust, Inc.（BHM）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Bluerock Homes Trust, Inc.的36.9倍（$697.2M vs $18.9M）。SUN COMMUNITIES INC净利率更高（1.7% vs -50.1%，领先51.9%）。Bluerock Homes Trust, Inc.同比增速更快（36.9% vs -25.8%）。过去两年Bluerock Homes Trust, Inc.的营收复合增速更高（30.1% vs -2.1%）
Bluerock Homes Trust, Inc.是一家总部位于美国的房地产投资信托企业，主要收购、持有并运营优质单户住宅租赁资产，面向美国高增长郊区市场的中等收入租户，聚焦人口基本面向好、租赁需求旺盛的区域布局。
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。
BHM vs SUI — 直观对比
营收规模更大
SUI
是对方的36.9倍
$18.9M
营收增速更快
BHM
高出62.8%
-25.8%
净利率更高
SUI
高出51.9%
-50.1%
两年增速更快
BHM
近两年复合增速
-2.1%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $18.9M | $697.2M |
| 净利润 | $-9.5M | $12.1M |
| 毛利率 | — | — |
| 营业利润率 | -48.8% | — |
| 净利率 | -50.1% | 1.7% |
| 营收同比 | 36.9% | -25.8% |
| 净利润同比 | -29.9% | -96.0% |
| 每股收益（稀释后） | $-0.75 | $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BHMSUI
| Q4 25 | $18.9M | — | ||
| Q3 25 | $16.6M | $697.2M | ||
| Q2 25 | $16.8M | $623.5M | ||
| Q1 25 | $16.4M | $470.2M | ||
| Q4 24 | $13.8M | $745.9M | ||
| Q3 24 | $12.7M | $939.9M | ||
| Q2 24 | $12.5M | $864.0M | ||
| Q1 24 | $11.2M | $671.3M |
净利润BHMSUI
| Q4 25 | $-9.5M | — | ||
| Q3 25 | $-10.0M | $12.1M | ||
| Q2 25 | $-5.8M | $1.3B | ||
| Q1 25 | $-7.3M | $-41.2M | ||
| Q4 24 | $-7.3M | $-228.4M | ||
| Q3 24 | $3.5M | $300.5M | ||
| Q2 24 | $-5.2M | $56.7M | ||
| Q1 24 | $-3.2M | $-25.2M |
营业利润率BHMSUI
| Q4 25 | -48.8% | — | ||
| Q3 25 | -57.6% | — | ||
| Q2 25 | -30.9% | — | ||
| Q1 25 | -42.6% | — | ||
| Q4 24 | -52.8% | — | ||
| Q3 24 | 27.9% | — | ||
| Q2 24 | -41.3% | — | ||
| Q1 24 | -28.4% | — |
净利率BHMSUI
| Q4 25 | -50.1% | — | ||
| Q3 25 | -60.0% | 1.7% | ||
| Q2 25 | -34.7% | 210.8% | ||
| Q1 25 | -44.7% | -8.8% | ||
| Q4 24 | -52.8% | -30.6% | ||
| Q3 24 | 27.9% | 32.0% | ||
| Q2 24 | -41.3% | 6.6% | ||
| Q1 24 | -28.4% | -3.8% |
每股收益（稀释后）BHMSUI
| Q4 25 | $-0.75 | — | ||
| Q3 25 | $-0.94 | $0.07 | ||
| Q2 25 | $-0.66 | $10.02 | ||
| Q1 25 | $-0.67 | $-0.34 | ||
| Q4 24 | $-0.65 | $-1.80 | ||
| Q3 24 | $0.24 | $2.31 | ||
| Q2 24 | $-0.42 | $0.42 | ||
| Q1 24 | $-0.27 | $-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 | $169.6M | $542.7M |
| 总债务越低越好 | $428.4M | — |
| 股东权益账面价值 | $128.7M | $7.0B |
| 总资产 | $1.2B | $12.8B |
| 负债/权益比越低杠杆越低 | 3.33× | — |
8季度趋势，按日历期对齐
现金及短期投资BHMSUI
| Q4 25 | $169.6M | — | ||
| Q3 25 | $2.1M | $542.7M | ||
| Q2 25 | $4.2M | $889.7M | ||
| Q1 25 | $3.0M | — | ||
| Q4 24 | $115.2M | $47.4M | ||
| Q3 24 | $155.1M | — | ||
| Q2 24 | $116.0M | — | ||
| Q1 24 | $92.3M | — |
总债务BHMSUI
| Q4 25 | $428.4M | — | ||
| Q3 25 | $415.9M | — | ||
| Q2 25 | $338.6M | — | ||
| Q1 25 | $336.5M | — | ||
| Q4 24 | $373.8M | $7.4B | ||
| Q3 24 | $122.5M | — | ||
| Q2 24 | $119.7M | — | ||
| Q1 24 | $120.2M | — |
股东权益BHMSUI
| Q4 25 | $128.7M | — | ||
| Q3 25 | $131.7M | $7.0B | ||
| Q2 25 | $135.3M | $7.4B | ||
| Q1 25 | $137.1M | $6.9B | ||
| Q4 24 | $139.1M | $7.1B | ||
| Q3 24 | $142.9M | $7.5B | ||
| Q2 24 | $142.5M | $6.9B | ||
| Q1 24 | $144.5M | $6.9B |
总资产BHMSUI
| Q4 25 | $1.2B | — | ||
| Q3 25 | $222.1M | $12.8B | ||
| Q2 25 | $220.3M | $13.4B | ||
| Q1 25 | $186.2M | $16.5B | ||
| Q4 24 | $967.0M | $16.5B | ||
| Q3 24 | $800.8M | $17.1B | ||
| Q2 24 | $756.2M | $17.0B | ||
| Q1 24 | $727.4M | $17.1B |
负债/权益比BHMSUI
| Q4 25 | 3.33× | — | ||
| Q3 25 | 3.16× | — | ||
| Q2 25 | 2.50× | — | ||
| Q1 25 | 2.45× | — | ||
| Q4 24 | 2.69× | 1.04× | ||
| Q3 24 | 0.86× | — | ||
| Q2 24 | 0.84× | — | ||
| Q1 24 | 0.83× | — |
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 | $-491.0K | $197.8M |
| 自由现金流经营现金流 - 资本支出 | $-4.2M | — |
| 自由现金流率自由现金流/营收 | -22.1% | — |
| 资本支出强度资本支出/营收 | 19.6% | — |
| 现金转化率经营现金流/净利润 | — | 16.35× |
| 过去12个月自由现金流最近4个季度 | $10.4M | — |
8季度趋势，按日历期对齐
经营现金流BHMSUI
| Q4 25 | $-491.0K | — | ||
| Q3 25 | $13.4M | $197.8M | ||
| Q2 25 | $13.9M | $256.0M | ||
| Q1 25 | $951.0K | $243.9M | ||
| Q4 24 | $5.0M | $118.0M | ||
| Q3 24 | $1.7M | $189.2M | ||
| Q2 24 | $1.3M | $311.3M | ||
| Q1 24 | $1.1M | $242.5M |
自由现金流BHMSUI
| Q4 25 | $-4.2M | — | ||
| Q3 25 | $8.7M | — | ||
| Q2 25 | $8.8M | — | ||
| Q1 25 | $-2.9M | — | ||
| Q4 24 | $1.6M | — | ||
| Q3 24 | $-601.0K | — | ||
| Q2 24 | $-654.0K | — | ||
| Q1 24 | $-630.0K | — |
自由现金流率BHMSUI
| Q4 25 | -22.1% | — | ||
| Q3 25 | 52.4% | — | ||
| Q2 25 | 52.2% | — | ||
| Q1 25 | -17.6% | — | ||
| Q4 24 | 11.8% | — | ||
| Q3 24 | -4.7% | — | ||
| Q2 24 | -5.2% | — | ||
| Q1 24 | -5.6% | — |
资本支出强度BHMSUI
| Q4 25 | 19.6% | — | ||
| Q3 25 | 28.5% | — | ||
| Q2 25 | 30.3% | — | ||
| Q1 25 | 23.4% | — | ||
| Q4 24 | 24.4% | — | ||
| Q3 24 | 18.0% | — | ||
| Q2 24 | 15.3% | — | ||
| Q1 24 | 15.5% | — |
现金转化率BHMSUI
| Q4 25 | — | — | ||
| Q3 25 | — | 16.35× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.47× | 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
BHM
| Residential Communities Segment | $11.4M | 61% |
| Scattered Single Family Homes Segment | $7.5M | 39% |
SUI
暂无分部数据
