vs
CrossAmerica Partners LP（CAPL）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
CrossAmerica Partners LP的季度营收约是SUN COMMUNITIES INC的1.2倍（$866.3M vs $697.2M），SUN COMMUNITIES INC净利率更高（1.7% vs 1.2%，领先0.6%），CrossAmerica Partners LP同比增速更快（-8.3% vs -25.8%），过去两年SUN COMMUNITIES INC的营收复合增速更高（-2.1% vs -4.1%）
塔峰资本合伙人（TowerBrook Capital Partners）是一家总部位于伦敦和纽约的投资管理公司，2005年从索罗斯基金管理分拆独立。该机构主打私募股权及结构性机会投资，曾收购奢侈品品牌Jimmy Choo控股权，截至2025年其管理规模超250亿美元，官网公示在管投资项目共110个。
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。
CAPL vs SUI — 直观对比
营收规模更大
CAPL
是对方的1.2倍
$697.2M
营收增速更快
CAPL
高出17.6%
-25.8%
净利率更高
SUI
高出0.6%
1.2%
两年增速更快
SUI
近两年复合增速
-4.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $866.3M | $697.2M |
| 净利润 | $10.2M | $12.1M |
| 毛利率 | 12.4% | — |
| 营业利润率 | 3.0% | — |
| 净利率 | 1.2% | 1.7% |
| 营收同比 | -8.3% | -25.8% |
| 净利润同比 | -39.6% | -96.0% |
| 每股收益（稀释后） | $0.24 | $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CAPLSUI
| Q4 25 | $866.3M | — | ||
| Q3 25 | $971.8M | $697.2M | ||
| Q2 25 | $961.9M | $623.5M | ||
| Q1 25 | $862.5M | $470.2M | ||
| Q4 24 | $944.2M | $745.9M | ||
| Q3 24 | $1.1B | $939.9M | ||
| Q2 24 | $1.1B | $864.0M | ||
| Q1 24 | $941.5M | $671.3M |
净利润CAPLSUI
| Q4 25 | $10.2M | — | ||
| Q3 25 | $13.6M | $12.1M | ||
| Q2 25 | $25.2M | $1.3B | ||
| Q1 25 | $-7.1M | $-41.2M | ||
| Q4 24 | $16.9M | $-228.4M | ||
| Q3 24 | $10.7M | $300.5M | ||
| Q2 24 | $12.4M | $56.7M | ||
| Q1 24 | $-17.5M | $-25.2M |
毛利率CAPLSUI
| Q4 25 | 12.4% | — | ||
| Q3 25 | 10.8% | — | ||
| Q2 25 | 10.5% | — | ||
| Q1 25 | 10.4% | — | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 9.2% | — | ||
| Q1 24 | 8.6% | — |
营业利润率CAPLSUI
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.9% | — | ||
| Q2 25 | 4.3% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | -1.4% | — |
净利率CAPLSUI
| Q4 25 | 1.2% | — | ||
| Q3 25 | 1.4% | 1.7% | ||
| Q2 25 | 2.6% | 210.8% | ||
| Q1 25 | -0.8% | -8.8% | ||
| Q4 24 | 1.8% | -30.6% | ||
| Q3 24 | 1.0% | 32.0% | ||
| Q2 24 | 1.1% | 6.6% | ||
| Q1 24 | -1.9% | -3.8% |
每股收益（稀释后）CAPLSUI
| Q4 25 | $0.24 | — | ||
| Q3 25 | $0.34 | $0.07 | ||
| Q2 25 | $0.64 | $10.02 | ||
| Q1 25 | $-0.20 | $-0.34 | ||
| Q4 24 | $0.42 | $-1.80 | ||
| Q3 24 | $0.27 | $2.31 | ||
| Q2 24 | $0.31 | $0.42 | ||
| Q1 24 | $-0.48 | $-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 | $3.1M | $542.7M |
| 总债务越低越好 | $687.2M | — |
| 股东权益账面价值 | — | $7.0B |
| 总资产 | $964.7M | $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CAPLSUI
| Q4 25 | $3.1M | — | ||
| Q3 25 | $5.8M | $542.7M | ||
| Q2 25 | $9.7M | $889.7M | ||
| Q1 25 | $6.7M | — | ||
| Q4 24 | $3.4M | $47.4M | ||
| Q3 24 | $7.8M | — | ||
| Q2 24 | $5.5M | — | ||
| Q1 24 | $6.3M | — |
总债务CAPLSUI
| Q4 25 | $687.2M | — | ||
| Q3 25 | $700.8M | — | ||
| Q2 25 | $722.7M | — | ||
| Q1 25 | $774.1M | — | ||
| Q4 24 | $763.9M | $7.4B | ||
| Q3 24 | $769.2M | — | ||
| Q2 24 | $786.7M | — | ||
| Q1 24 | $795.8M | — |
股东权益CAPLSUI
| Q4 25 | — | — | ||
| Q3 25 | — | $7.0B | ||
| Q2 25 | — | $7.4B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | — | $7.5B | ||
| Q2 24 | — | $6.9B | ||
| Q1 24 | — | $6.9B |
总资产CAPLSUI
| Q4 25 | $964.7M | — | ||
| Q3 25 | $998.9M | $12.8B | ||
| Q2 25 | $1.0B | $13.4B | ||
| Q1 25 | $1.1B | $16.5B | ||
| Q4 24 | $1.1B | $16.5B | ||
| Q3 24 | $1.1B | $17.1B | ||
| Q2 24 | $1.2B | $17.0B | ||
| Q1 24 | $1.2B | $17.1B |
负债/权益比CAPLSUI
| 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 | $29.4M | $197.8M |
| 自由现金流经营现金流 - 资本支出 | $22.4M | — |
| 自由现金流率自由现金流/营收 | 2.6% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | 2.89× | 16.35× |
| 过去12个月自由现金流最近4个季度 | $55.8M | — |
8季度趋势，按日历期对齐
经营现金流CAPLSUI
| Q4 25 | $29.4M | — | ||
| Q3 25 | $24.4M | $197.8M | ||
| Q2 25 | $22.6M | $256.0M | ||
| Q1 25 | $15.0M | $243.9M | ||
| Q4 24 | $11.1M | $118.0M | ||
| Q3 24 | $41.9M | $189.2M | ||
| Q2 24 | $28.9M | $311.3M | ||
| Q1 24 | $5.8M | $242.5M |
自由现金流CAPLSUI
| Q4 25 | $22.4M | — | ||
| Q3 25 | $17.7M | — | ||
| Q2 25 | $10.8M | — | ||
| Q1 25 | $4.9M | — | ||
| Q4 24 | $3.9M | — | ||
| Q3 24 | $34.2M | — | ||
| Q2 24 | $23.6M | — | ||
| Q1 24 | $-289.0K | — |
自由现金流率CAPLSUI
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | -0.0% | — |
资本支出强度CAPLSUI
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.5% | — | ||
| Q1 24 | 0.6% | — |
现金转化率CAPLSUI
| Q4 25 | 2.89× | — | ||
| Q3 25 | 1.79× | 16.35× | ||
| Q2 25 | 0.90× | 0.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.66× | — | ||
| Q3 24 | 3.92× | 0.63× | ||
| Q2 24 | 2.33× | 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
CAPL
| Retail Segment | $505.3M | 58% |
| Wholesale | $360.9M | 42% |
| Other | $1.2M | 0% |
SUI
暂无分部数据
