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Century Communities, Inc.(CCS)与Taylor Morrison Home Corp(TMHC)财务数据对比。点击上方公司名可切换其他公司
Taylor Morrison Home Corp的季度营收约是Century Communities, Inc.的1.8倍($1.4B vs $789.7M)。Taylor Morrison Home Corp净利率更高(7.1% vs 3.1%,领先4.0%)。Century Communities, Inc.同比增速更快(-12.6% vs -26.8%)。过去两年Century Communities, Inc.的营收复合增速更高(-12.8% vs -16.5%)
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。
泰勒莫里森住房公司是美国规模最大的住宅建筑商之一,总部位于亚利桑那州斯科茨代尔,2007年7月由泰勒伍德罗与莫里森住房合并成立。公司业务覆盖亚利桑那、加利福尼亚、得克萨斯等十余个州,产品涵盖首次置业、中端及中高端住宅,可满足不同层级客户的住房需求。
CCS vs TMHC — 直观对比
营收规模更大
TMHC
是对方的1.8倍
$789.7M
营收增速更快
CCS
高出14.3%
-26.8%
净利率更高
TMHC
高出4.0%
3.1%
两年增速更快
CCS
近两年复合增速
-16.5%
损益表 — Q1 2026 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $789.7M | $1.4B |
| 净利润 | $24.4M | $98.6M |
| 毛利率 | — | 21.0% |
| 营业利润率 | — | — |
| 净利率 | 3.1% | 7.1% |
| 营收同比 | -12.6% | -26.8% |
| 净利润同比 | -38.0% | -53.8% |
| 每股收益(稀释后) | $0.88 | $1.12 |
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
CCS
TMHC
| Q1 26 | $789.7M | $1.4B | ||
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $980.3M | $2.1B | ||
| Q2 25 | $1.0B | $2.0B | ||
| Q1 25 | $903.2M | $1.9B | ||
| Q4 24 | $1.3B | $2.4B | ||
| Q3 24 | $1.1B | $2.1B | ||
| Q2 24 | $1.0B | $2.0B |
净利润
CCS
TMHC
| Q1 26 | $24.4M | $98.6M | ||
| Q4 25 | $36.0M | $174.0M | ||
| Q3 25 | $37.4M | $201.4M | ||
| Q2 25 | $34.9M | $193.6M | ||
| Q1 25 | $39.4M | $213.5M | ||
| Q4 24 | $102.7M | $242.5M | ||
| Q3 24 | $83.0M | $251.1M | ||
| Q2 24 | $83.7M | $199.5M |
毛利率
CCS
TMHC
| Q1 26 | — | 21.0% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 23.0% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 23.9% | ||
| Q3 24 | — | 25.0% | ||
| Q2 24 | — | 23.7% |
营业利润率
CCS
TMHC
| 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
CCS
TMHC
| Q1 26 | 3.1% | 7.1% | ||
| Q4 25 | 2.9% | 8.3% | ||
| Q3 25 | 3.8% | 9.6% | ||
| Q2 25 | 3.5% | 9.5% | ||
| Q1 25 | 4.4% | 11.3% | ||
| Q4 24 | 8.1% | 10.3% | ||
| Q3 24 | 7.3% | 11.8% | ||
| Q2 24 | 8.1% | 10.0% |
每股收益(稀释后)
CCS
TMHC
| Q1 26 | $0.88 | $1.12 | ||
| Q4 25 | $1.21 | $1.77 | ||
| Q3 25 | $1.25 | $2.01 | ||
| Q2 25 | $1.14 | $1.92 | ||
| Q1 25 | $1.26 | $2.07 | ||
| Q4 24 | $3.20 | $2.29 | ||
| Q3 24 | $2.59 | $2.37 | ||
| Q2 24 | $2.61 | $1.86 |
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 | $652.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $6.2B |
| 总资产 | $4.5B | $9.8B |
| 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
CCS
TMHC
| Q1 26 | $78.2M | $652.9M | ||
| Q4 25 | $109.4M | $850.0M | ||
| Q3 25 | $130.1M | $370.6M | ||
| Q2 25 | $93.2M | $130.2M | ||
| Q1 25 | $100.3M | $377.8M | ||
| Q4 24 | $150.0M | $487.2M | ||
| Q3 24 | $149.2M | $256.4M | ||
| Q2 24 | $106.7M | $246.8M |
总债务
CCS
TMHC
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.2B |
股东权益
CCS
TMHC
| Q1 26 | $2.6B | $6.2B | ||
| Q4 25 | $2.6B | $6.3B | ||
| Q3 25 | $2.6B | $6.2B | ||
| Q2 25 | $2.6B | $6.1B | ||
| Q1 25 | $2.6B | $6.0B | ||
| Q4 24 | $2.6B | $5.9B | ||
| Q3 24 | $2.5B | $5.7B | ||
| Q2 24 | $2.5B | $5.5B |
总资产
CCS
TMHC
| Q1 26 | $4.5B | $9.8B | ||
| Q4 25 | $4.5B | $9.8B | ||
| Q3 25 | $4.7B | $9.6B | ||
| Q2 25 | $4.6B | $9.5B | ||
| Q1 25 | $4.6B | $9.4B | ||
| Q4 24 | $4.5B | $9.3B | ||
| Q3 24 | $4.8B | $9.3B | ||
| Q2 24 | $4.3B | $9.1B |
负债/权益比
CCS
TMHC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.36× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
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% |
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |