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科慕（CC）与NVR, Inc.（NVR）财务数据对比。点击上方公司名可切换其他公司
NVR, Inc.的季度营收约是科慕的1.4倍（$1.8B vs $1.3B），NVR, Inc.净利率更高（10.8% vs -3.5%，领先14.3%），科慕同比增速更快（-2.1% vs -21.9%），过去两年科慕的营收复合增速更高（-1.2% vs -16.2%）
科慕公司是一家美国化工企业，2015年7月从杜邦分拆成立，总部位于美国特拉华州威尔明顿。公司主营产品包括具备不粘特性的知名品牌特氟龙（聚四氟乙烯PTFE）、二氧化钛以及制冷剂气体，在特种化工领域拥有深厚的技术积累。
NVR, Inc.是总部位于美国弗吉尼亚州雷斯顿的知名住宅建造企业，同时运营抵押贷款银行及产权服务相关业务。公司业务主要布局美国东海岸，覆盖14个州及华盛顿特区，2021年有22%的营收来自华盛顿大都会区。
CC vs NVR — 直观对比
营收规模更大
NVR
是对方的1.4倍
$1.3B
营收增速更快
CC
高出19.9%
-21.9%
净利率更高
NVR
高出14.3%
-3.5%
两年增速更快
CC
近两年复合增速
-16.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.8B |
| 净利润 | $-47.0M | $198.4M |
| 毛利率 | 11.7% | 180.4% |
| 营业利润率 | — | — |
| 净利率 | -3.5% | 10.8% |
| 营收同比 | -2.1% | -21.9% |
| 净利润同比 | -261.5% | — |
| 每股收益（稀释后） | $-0.32 | $67.76 |
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CCNVR
| Q1 26 | — | $1.8B | ||
| Q4 25 | $1.3B | $2.7B | ||
| Q3 25 | $1.5B | $2.6B | ||
| Q2 25 | $1.6B | $2.6B | ||
| Q1 25 | $1.4B | $2.4B | ||
| Q4 24 | $1.4B | $2.8B | ||
| Q3 24 | $1.5B | $2.7B | ||
| Q2 24 | $1.6B | $2.6B |
净利润CCNVR
| Q1 26 | — | $198.4M | ||
| Q4 25 | $-47.0M | $363.8M | ||
| Q3 25 | $46.0M | $342.7M | ||
| Q2 25 | $-380.0M | $333.7M | ||
| Q1 25 | $-5.0M | $299.6M | ||
| Q4 24 | $-13.0M | $457.4M | ||
| Q3 24 | $-32.0M | $429.3M | ||
| Q2 24 | $60.0M | $400.9M |
毛利率CCNVR
| Q1 26 | — | 180.4% | ||
| Q4 25 | 11.7% | — | ||
| Q3 25 | 15.6% | — | ||
| Q2 25 | 17.2% | — | ||
| Q1 25 | 17.3% | — | ||
| Q4 24 | 19.4% | — | ||
| Q3 24 | 19.0% | — | ||
| Q2 24 | 19.8% | — |
营业利润率CCNVR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | -15.4% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.1% | — | ||
| Q3 24 | -2.1% | — | ||
| Q2 24 | 4.4% | — |
净利率CCNVR
| Q1 26 | — | 10.8% | ||
| Q4 25 | -3.5% | 13.4% | ||
| Q3 25 | 3.1% | 13.1% | ||
| Q2 25 | -23.5% | 12.8% | ||
| Q1 25 | -0.4% | 12.5% | ||
| Q4 24 | -1.0% | 16.1% | ||
| Q3 24 | -2.1% | 15.7% | ||
| Q2 24 | 3.9% | 15.3% |
每股收益（稀释后）CCNVR
| Q1 26 | — | $67.76 | ||
| Q4 25 | $-0.32 | $120.85 | ||
| Q3 25 | $0.31 | $112.33 | ||
| Q2 25 | $-2.53 | $108.54 | ||
| Q1 25 | $-0.03 | $94.83 | ||
| Q4 24 | $-0.07 | $139.09 | ||
| Q3 24 | $-0.22 | $130.50 | ||
| Q2 24 | $0.39 | $120.69 |
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 | $670.0M | $1.6B |
| 总债务越低越好 | $4.1B | — |
| 股东权益账面价值 | $250.0M | $3.5B |
| 总资产 | $7.4B | $5.6B |
| 负债/权益比越低杠杆越低 | 16.40× | — |
8季度趋势，按日历期对齐
现金及短期投资CCNVR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $670.0M | — | ||
| Q3 25 | $613.0M | — | ||
| Q2 25 | $502.0M | — | ||
| Q1 25 | $464.0M | — | ||
| Q4 24 | $713.0M | — | ||
| Q3 24 | $596.0M | — | ||
| Q2 24 | $604.0M | — |
总债务CCNVR
| Q1 26 | — | — | ||
| Q4 25 | $4.1B | — | ||
| Q3 25 | $4.1B | — | ||
| Q2 25 | $4.1B | — | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $4.1B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $4.0B | — |
股东权益CCNVR
| Q1 26 | — | $3.5B | ||
| Q4 25 | $250.0M | $3.9B | ||
| Q3 25 | $274.0M | $4.0B | ||
| Q2 25 | $228.0M | $3.8B | ||
| Q1 25 | $566.0M | $4.0B | ||
| Q4 24 | $571.0M | $4.2B | ||
| Q3 24 | $643.0M | $4.3B | ||
| Q2 24 | $714.0M | $4.1B |
总资产CCNVR
| Q1 26 | — | $5.6B | ||
| Q4 25 | $7.4B | $5.9B | ||
| Q3 25 | $7.5B | $6.0B | ||
| Q2 25 | $7.5B | $5.9B | ||
| Q1 25 | $7.4B | $6.2B | ||
| Q4 24 | $7.5B | $6.4B | ||
| Q3 24 | $7.5B | $6.5B | ||
| Q2 24 | $7.2B | $6.4B |
负债/权益比CCNVR
| Q1 26 | — | — | ||
| Q4 25 | 16.40× | — | ||
| Q3 25 | 14.96× | — | ||
| Q2 25 | 17.99× | — | ||
| Q1 25 | 7.18× | — | ||
| Q4 24 | 7.11× | — | ||
| Q3 24 | 6.20× | — | ||
| Q2 24 | 5.53× | — |
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 | $137.0M | — |
| 自由现金流经营现金流 - 资本支出 | $92.0M | — |
| 自由现金流率自由现金流/营收 | 6.9% | — |
| 资本支出强度资本支出/营收 | 3.4% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $51.0M | — |
8季度趋势，按日历期对齐
经营现金流CCNVR
| Q1 26 | — | — | ||
| Q4 25 | $137.0M | $439.7M | ||
| Q3 25 | $146.0M | $438.7M | ||
| Q2 25 | $93.0M | $35.1M | ||
| Q1 25 | $-112.0M | $207.8M | ||
| Q4 24 | $138.0M | $637.0M | ||
| Q3 24 | $139.0M | $358.3M | ||
| Q2 24 | $-620.0M | $232.7M |
自由现金流CCNVR
| Q1 26 | — | — | ||
| Q4 25 | $92.0M | $436.0M | ||
| Q3 25 | $105.0M | $433.3M | ||
| Q2 25 | $50.0M | $26.8M | ||
| Q1 25 | $-196.0M | $200.7M | ||
| Q4 24 | $29.0M | $631.5M | ||
| Q3 24 | $63.0M | $350.1M | ||
| Q2 24 | $-693.0M | $226.3M |
自由现金流率CCNVR
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 16.1% | ||
| Q3 25 | 7.0% | 16.6% | ||
| Q2 25 | 3.1% | 1.0% | ||
| Q1 25 | -14.3% | 8.4% | ||
| Q4 24 | 2.1% | 22.2% | ||
| Q3 24 | 4.2% | 12.8% | ||
| Q2 24 | -44.6% | 8.7% |
资本支出强度CCNVR
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 0.1% | ||
| Q3 25 | 2.7% | 0.2% | ||
| Q2 25 | 2.7% | 0.3% | ||
| Q1 25 | 6.1% | 0.3% | ||
| Q4 24 | 8.0% | 0.2% | ||
| Q3 24 | 5.0% | 0.3% | ||
| Q2 24 | 4.7% | 0.2% |
现金转化率CCNVR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.21× | ||
| Q3 25 | 3.17× | 1.28× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 1.39× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | -10.33× | 0.58× |
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
CC
| Titanium Technologies | $563.0M | 42% |
| Thermal And Specialized Solutions | $443.0M | 33% |
| Advanced Performance Materials | $312.0M | 23% |
| Other Non-Reportable Segment | $12.0M | 1% |
NVR
暂无分部数据
