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Century Communities, Inc.（CCS）与KB HOME（KBH）财务数据对比。点击上方公司名可切换其他公司
KB HOME的季度营收约是Century Communities, Inc.的2.1倍（$1.7B vs $789.7M）。KB HOME净利率更高（6.0% vs 3.1%，领先2.9%）。Century Communities, Inc.同比增速更快（-12.6% vs -15.3%）。过去两年KB HOME的营收复合增速更高（7.4% vs -12.8%）
二十世纪动画公司是美国知名动画制作工作室，原总部位于洛杉矶世纪城，与福克斯集团的租约到期后迁至伯班克华特迪士尼影城园区。该公司成立于1994年2月，现为华特迪士尼影业旗下二十世纪影业的动画制作分支，出品的动画电影由华特迪士尼影业负责全球院线发行与营销。
KB Home是美国知名住宅建造企业，1957年于密歇根州底特律成立，前身为Kaufman & Broad，是首家在纽约证券交易所上市的住宅建造商，总部现位于加利福尼亚州洛杉矶。
CCS vs KBH — 直观对比
营收规模更大
KBH
是对方的2.1倍
$789.7M
营收增速更快
CCS
高出2.7%
-15.3%
净利率更高
KBH
高出2.9%
3.1%
两年增速更快
KBH
近两年复合增速
-12.8%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $789.7M | $1.7B |
| 净利润 | $24.4M | $101.5M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 3.1% | 6.0% |
| 营收同比 | -12.6% | -15.3% |
| 净利润同比 | -38.0% | -46.7% |
| 每股收益（稀释后） | $0.88 | $1.55 |
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CCSKBH
| Q1 26 | $789.7M | — | ||
| Q4 25 | $1.2B | $1.7B | ||
| Q3 25 | $980.3M | $1.6B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $903.2M | $1.4B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.0B | $1.7B |
净利润CCSKBH
| Q1 26 | $24.4M | — | ||
| Q4 25 | $36.0M | $101.5M | ||
| Q3 25 | $37.4M | $109.8M | ||
| Q2 25 | $34.9M | $107.9M | ||
| Q1 25 | $39.4M | $109.6M | ||
| Q4 24 | $102.7M | $190.6M | ||
| Q3 24 | $83.0M | $157.3M | ||
| Q2 24 | $83.7M | $168.4M |
营业利润率CCSKBH
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | 4.7% | — | ||
| Q1 25 | 5.8% | — | ||
| Q4 24 | 10.6% | — | ||
| Q3 24 | 9.7% | — | ||
| Q2 24 | 10.6% | — |
净利率CCSKBH
| Q1 26 | 3.1% | — | ||
| Q4 25 | 2.9% | 6.0% | ||
| Q3 25 | 3.8% | 6.8% | ||
| Q2 25 | 3.5% | 7.1% | ||
| Q1 25 | 4.4% | 7.9% | ||
| Q4 24 | 8.1% | 9.5% | ||
| Q3 24 | 7.3% | 9.0% | ||
| Q2 24 | 8.1% | 9.9% |
每股收益（稀释后）CCSKBH
| Q1 26 | $0.88 | — | ||
| Q4 25 | $1.21 | $1.55 | ||
| Q3 25 | $1.25 | $1.61 | ||
| Q2 25 | $1.14 | $1.50 | ||
| Q1 25 | $1.26 | $1.49 | ||
| Q4 24 | $3.20 | $2.50 | ||
| Q3 24 | $2.59 | $2.04 | ||
| Q2 24 | $2.61 | $2.15 |
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 | $78.2M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $3.9B |
| 总资产 | $4.5B | $6.7B |
| 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CCSKBH
| Q1 26 | $78.2M | — | ||
| Q4 25 | $109.4M | — | ||
| Q3 25 | $130.1M | — | ||
| Q2 25 | $93.2M | — | ||
| Q1 25 | $100.3M | — | ||
| Q4 24 | $150.0M | — | ||
| Q3 24 | $149.2M | — | ||
| Q2 24 | $106.7M | — |
股东权益CCSKBH
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.6B | $3.9B | ||
| Q3 25 | $2.6B | $3.9B | ||
| Q2 25 | $2.6B | $4.0B | ||
| Q1 25 | $2.6B | $4.1B | ||
| Q4 24 | $2.6B | $4.1B | ||
| Q3 24 | $2.5B | $4.0B | ||
| Q2 24 | $2.5B | $4.0B |
总资产CCSKBH
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $6.7B | ||
| Q3 25 | $4.7B | $7.0B | ||
| Q2 25 | $4.6B | $7.0B | ||
| Q1 25 | $4.6B | $7.0B | ||
| Q4 24 | $4.5B | $6.9B | ||
| Q3 24 | $4.8B | $6.8B | ||
| Q2 24 | $4.3B | $6.8B |
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 | — | $303.8M |
| 自由现金流经营现金流 - 资本支出 | — | $290.1M |
| 自由现金流率自由现金流/营收 | — | 17.1% |
| 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 | — | 2.99× |
| 过去12个月自由现金流最近4个季度 | — | $287.3M |
8季度趋势，按日历期对齐
经营现金流CCSKBH
| Q1 26 | — | — | ||
| Q4 25 | $210.7M | $303.8M | ||
| Q3 25 | $-10.0M | $197.7M | ||
| Q2 25 | $-11.0M | $168.4M | ||
| Q1 25 | $-36.6M | $-334.3M | ||
| Q4 24 | $299.7M | $362.6M | ||
| Q3 24 | $-95.5M | $-89.9M | ||
| Q2 24 | $-100.1M | $61.5M |
自由现金流CCSKBH
| Q1 26 | — | — | ||
| Q4 25 | $202.6M | $290.1M | ||
| Q3 25 | $-20.8M | $185.8M | ||
| Q2 25 | $-17.6M | $156.9M | ||
| Q1 25 | $-40.0M | $-345.5M | ||
| Q4 24 | $290.6M | $352.6M | ||
| Q3 24 | $-101.9M | $-99.4M | ||
| Q2 24 | $-117.6M | $51.2M |
自由现金流率CCSKBH
| Q1 26 | — | — | ||
| Q4 25 | 16.4% | 17.1% | ||
| Q3 25 | -2.1% | 11.5% | ||
| Q2 25 | -1.8% | 10.3% | ||
| Q1 25 | -4.4% | -24.8% | ||
| Q4 24 | 22.8% | 17.6% | ||
| Q3 24 | -9.0% | -5.7% | ||
| Q2 24 | -11.3% | 3.0% |
资本支出强度CCSKBH
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 0.8% | ||
| Q3 25 | 1.1% | 0.7% | ||
| Q2 25 | 0.7% | 0.8% | ||
| Q1 25 | 0.4% | 0.8% | ||
| Q4 24 | 0.7% | 0.5% | ||
| Q3 24 | 0.6% | 0.5% | ||
| Q2 24 | 1.7% | 0.6% |
现金转化率CCSKBH
| Q1 26 | — | — | ||
| Q4 25 | 5.86× | 2.99× | ||
| Q3 25 | -0.27× | 1.80× | ||
| Q2 25 | -0.32× | 1.56× | ||
| Q1 25 | -0.93× | -3.05× | ||
| Q4 24 | 2.92× | 1.90× | ||
| Q3 24 | -1.15× | -0.57× | ||
| Q2 24 | -1.20× | 0.37× |
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
CCS
| Home sales revenues | $734.1M | 93% |
| Land sales and other revenues | $33.2M | 4% |
| Financial services revenues | $22.4M | 3% |
KBH
| Home Building | $1.7B | 99% |
| Financial Service | $8.7M | 1% |
