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Century Communities, Inc.（CCS）与M/I HOMES, INC.（MHO）财务数据对比。点击上方公司名可切换其他公司
M/I HOMES, INC.的季度营收约是Century Communities, Inc.的1.5倍（$1.1B vs $789.7M）。M/I HOMES, INC.净利率更高（5.6% vs 3.1%，领先2.5%）。M/I HOMES, INC.同比增速更快（-4.8% vs -12.6%）。过去两年M/I HOMES, INC.的营收复合增速更高（4.7% 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。
M/I Homes是美国领先的住宅建筑企业，主要设计、建造及销售独栋住宅、联排住宅与复式公寓，业务覆盖美国多州，面向首次置业、改善型及高端置业群体，提供节能住宅产品与个性化定制服务。
CCS vs MHO — 直观对比
营收规模更大
MHO
是对方的1.5倍
$789.7M
营收增速更快
MHO
高出7.8%
-12.6%
净利率更高
MHO
高出2.5%
3.1%
两年增速更快
MHO
近两年复合增速
-12.8%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $789.7M | $1.1B |
| 净利润 | $24.4M | $64.0M |
| 毛利率 | — | 17.4% |
| 营业利润率 | — | 6.5% |
| 净利率 | 3.1% | 5.6% |
| 营收同比 | -12.6% | -4.8% |
| 净利润同比 | -38.0% | -52.1% |
| 每股收益（稀释后） | $0.88 | $2.42 |
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CCSMHO
| Q1 26 | $789.7M | — | ||
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $980.3M | $1.1B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $903.2M | $976.1M | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.0B | $1.1B |
净利润CCSMHO
| Q1 26 | $24.4M | — | ||
| Q4 25 | $36.0M | $64.0M | ||
| Q3 25 | $37.4M | $106.5M | ||
| Q2 25 | $34.9M | $121.2M | ||
| Q1 25 | $39.4M | $111.2M | ||
| Q4 24 | $102.7M | $133.5M | ||
| Q3 24 | $83.0M | $145.4M | ||
| Q2 24 | $83.7M | $146.7M |
毛利率CCSMHO
| Q1 26 | — | — | ||
| Q4 25 | — | 17.4% | ||
| Q3 25 | — | 24.5% | ||
| Q2 25 | — | 24.7% | ||
| Q1 25 | — | 25.9% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | — | 27.1% | ||
| Q2 24 | — | 27.9% |
营业利润率CCSMHO
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 6.5% | ||
| Q3 25 | 4.9% | 12.0% | ||
| Q2 25 | 4.7% | 13.4% | ||
| Q1 25 | 5.8% | 14.4% | ||
| Q4 24 | 10.6% | 13.6% | ||
| Q3 24 | 9.7% | 15.9% | ||
| Q2 24 | 10.6% | 16.8% |
净利率CCSMHO
| Q1 26 | 3.1% | — | ||
| Q4 25 | 2.9% | 5.6% | ||
| Q3 25 | 3.8% | 9.4% | ||
| Q2 25 | 3.5% | 10.4% | ||
| Q1 25 | 4.4% | 11.4% | ||
| Q4 24 | 8.1% | 11.1% | ||
| Q3 24 | 7.3% | 12.7% | ||
| Q2 24 | 8.1% | 13.2% |
每股收益（稀释后）CCSMHO
| Q1 26 | $0.88 | — | ||
| Q4 25 | $1.21 | $2.42 | ||
| Q3 25 | $1.25 | $3.92 | ||
| Q2 25 | $1.14 | $4.42 | ||
| Q1 25 | $1.26 | $3.98 | ||
| Q4 24 | $3.20 | $4.71 | ||
| Q3 24 | $2.59 | $5.10 | ||
| Q2 24 | $2.61 | $5.12 |
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 | $3.2B |
| 总资产 | $4.5B | $4.8B |
| 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CCSMHO
| 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CCSMHO
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.6B | $3.2B | ||
| Q3 25 | $2.6B | $3.1B | ||
| Q2 25 | $2.6B | $3.1B | ||
| Q1 25 | $2.6B | $3.0B | ||
| Q4 24 | $2.6B | $2.9B | ||
| Q3 24 | $2.5B | $2.8B | ||
| Q2 24 | $2.5B | $2.7B |
总资产CCSMHO
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $4.8B | ||
| Q3 25 | $4.7B | $4.8B | ||
| Q2 25 | $4.6B | $4.7B | ||
| Q1 25 | $4.6B | $4.6B | ||
| Q4 24 | $4.5B | $4.5B | ||
| Q3 24 | $4.8B | $4.5B | ||
| Q2 24 | $4.3B | $4.3B |
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 | — | $-8.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.0M |
| 自由现金流率自由现金流/营收 | — | -1.1% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | -0.14× |
| 过去12个月自由现金流最近4个季度 | — | $127.7M |
8季度趋势，按日历期对齐
经营现金流CCSMHO
| Q1 26 | — | — | ||
| Q4 25 | $210.7M | $-8.7M | ||
| Q3 25 | $-10.0M | $43.4M | ||
| Q2 25 | $-11.0M | $37.8M | ||
| Q1 25 | $-36.6M | $64.9M | ||
| Q4 24 | $299.7M | $104.4M | ||
| Q3 24 | $-95.5M | $-67.9M | ||
| Q2 24 | $-100.1M | $27.5M |
自由现金流CCSMHO
| Q1 26 | — | — | ||
| Q4 25 | $202.6M | $-13.0M | ||
| Q3 25 | $-20.8M | $42.0M | ||
| Q2 25 | $-17.6M | $35.1M | ||
| Q1 25 | $-40.0M | $63.5M | ||
| Q4 24 | $290.6M | $102.3M | ||
| Q3 24 | $-101.9M | $-68.5M | ||
| Q2 24 | $-117.6M | $22.0M |
自由现金流率CCSMHO
| Q1 26 | — | — | ||
| Q4 25 | 16.4% | -1.1% | ||
| Q3 25 | -2.1% | 3.7% | ||
| Q2 25 | -1.8% | 3.0% | ||
| Q1 25 | -4.4% | 6.5% | ||
| Q4 24 | 22.8% | 8.5% | ||
| Q3 24 | -9.0% | -6.0% | ||
| Q2 24 | -11.3% | 2.0% |
资本支出强度CCSMHO
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 0.4% | ||
| Q3 25 | 1.1% | 0.1% | ||
| Q2 25 | 0.7% | 0.2% | ||
| Q1 25 | 0.4% | 0.1% | ||
| Q4 24 | 0.7% | 0.2% | ||
| Q3 24 | 0.6% | 0.1% | ||
| Q2 24 | 1.7% | 0.5% |
现金转化率CCSMHO
| Q1 26 | — | — | ||
| Q4 25 | 5.86× | -0.14× | ||
| Q3 25 | -0.27× | 0.41× | ||
| Q2 25 | -0.32× | 0.31× | ||
| Q1 25 | -0.93× | 0.58× | ||
| Q4 24 | 2.92× | 0.78× | ||
| Q3 24 | -1.15× | -0.47× | ||
| Q2 24 | -1.20× | 0.19× |
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% |
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
