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Century Communities, Inc.（CCS）与Tri Pointe Homes, Inc.（TPH）财务数据对比。点击上方公司名可切换其他公司
Tri Pointe Homes, Inc.的季度营收约是Century Communities, Inc.的1.2倍（$972.6M vs $789.7M）。Tri Pointe Homes, Inc.净利率更高（6.2% vs 3.1%，领先3.1%）。Century Communities, Inc.同比增速更快（-12.6% vs -22.4%）。过去两年Tri Pointe Homes, Inc.的营收复合增速更高（1.8% 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。
Tri Pointe Homes, Inc.是总部位于美国内华达州inclinet村的住宅建筑企业，为购房者提供融资及保险服务，业务覆盖亚利桑那、加利福尼亚、内华达、华盛顿、科罗拉多、得克萨斯、哥伦比亚特区、马里兰、北卡罗来纳、南卡罗来纳、弗吉尼亚等地区，按房屋交付量计算是美国第18大住宅建筑商。
CCS vs TPH — 直观对比
营收规模更大
TPH
是对方的1.2倍
$789.7M
营收增速更快
CCS
高出9.9%
-22.4%
净利率更高
TPH
高出3.1%
3.1%
两年增速更快
TPH
近两年复合增速
-12.8%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $789.7M | $972.6M |
| 净利润 | $24.4M | $60.2M |
| 毛利率 | — | — |
| 营业利润率 | — | 8.1% |
| 净利率 | 3.1% | 6.2% |
| 营收同比 | -12.6% | -22.4% |
| 净利润同比 | -38.0% | -53.4% |
| 每股收益（稀释后） | $0.88 | $0.70 |
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CCSTPH
| Q1 26 | $789.7M | — | ||
| Q4 25 | $1.2B | $972.6M | ||
| Q3 25 | $980.3M | $854.7M | ||
| Q2 25 | $1.0B | $902.4M | ||
| Q1 25 | $903.2M | $740.9M | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.0B | $1.2B |
净利润CCSTPH
| Q1 26 | $24.4M | — | ||
| Q4 25 | $36.0M | $60.2M | ||
| Q3 25 | $37.4M | $56.1M | ||
| Q2 25 | $34.9M | $60.7M | ||
| Q1 25 | $39.4M | $64.0M | ||
| Q4 24 | $102.7M | $129.2M | ||
| Q3 24 | $83.0M | $111.8M | ||
| Q2 24 | $83.7M | $118.0M |
营业利润率CCSTPH
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 8.1% | ||
| Q3 25 | 4.9% | 8.1% | ||
| Q2 25 | 4.7% | 8.5% | ||
| Q1 25 | 5.8% | 10.4% | ||
| Q4 24 | 10.6% | 13.4% | ||
| Q3 24 | 9.7% | 12.6% | ||
| Q2 24 | 10.6% | 12.9% |
净利率CCSTPH
| Q1 26 | 3.1% | — | ||
| Q4 25 | 2.9% | 6.2% | ||
| Q3 25 | 3.8% | 6.6% | ||
| Q2 25 | 3.5% | 6.7% | ||
| Q1 25 | 4.4% | 8.6% | ||
| Q4 24 | 8.1% | 10.3% | ||
| Q3 24 | 7.3% | 9.8% | ||
| Q2 24 | 8.1% | 10.2% |
每股收益（稀释后）CCSTPH
| Q1 26 | $0.88 | — | ||
| Q4 25 | $1.21 | $0.70 | ||
| Q3 25 | $1.25 | $0.64 | ||
| Q2 25 | $1.14 | $0.68 | ||
| Q1 25 | $1.26 | $0.70 | ||
| Q4 24 | $3.20 | $1.37 | ||
| Q3 24 | $2.59 | $1.18 | ||
| Q2 24 | $2.61 | $1.25 |
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 | $982.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $3.3B |
| 总资产 | $4.5B | $5.0B |
| 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CCSTPH
| Q1 26 | $78.2M | — | ||
| Q4 25 | $109.4M | $982.8M | ||
| Q3 25 | $130.1M | $792.0M | ||
| Q2 25 | $93.2M | $622.6M | ||
| Q1 25 | $100.3M | $812.9M | ||
| Q4 24 | $150.0M | $970.0M | ||
| Q3 24 | $149.2M | $676.0M | ||
| Q2 24 | $106.7M | $492.9M |
总债务CCSTPH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $646.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CCSTPH
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.6B | $3.3B | ||
| Q3 25 | $2.6B | $3.3B | ||
| Q2 25 | $2.6B | $3.3B | ||
| Q1 25 | $2.6B | $3.3B | ||
| Q4 24 | $2.6B | $3.3B | ||
| Q3 24 | $2.5B | $3.2B | ||
| Q2 24 | $2.5B | $3.1B |
总资产CCSTPH
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $5.0B | ||
| Q3 25 | $4.7B | $5.0B | ||
| Q2 25 | $4.6B | $4.8B | ||
| Q1 25 | $4.6B | $4.8B | ||
| Q4 24 | $4.5B | $4.9B | ||
| Q3 24 | $4.8B | $4.8B | ||
| Q2 24 | $4.3B | $4.6B |
负债/权益比CCSTPH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $221.0M |
| 自由现金流经营现金流 - 资本支出 | — | $213.2M |
| 自由现金流率自由现金流/营收 | — | 21.9% |
| 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 | — | 3.67× |
| 过去12个月自由现金流最近4个季度 | — | $128.5M |
8季度趋势，按日历期对齐
经营现金流CCSTPH
| Q1 26 | — | — | ||
| Q4 25 | $210.7M | $221.0M | ||
| Q3 25 | $-10.0M | $45.9M | ||
| Q2 25 | $-11.0M | $-74.3M | ||
| Q1 25 | $-36.6M | $-31.2M | ||
| Q4 24 | $299.7M | $360.3M | ||
| Q3 24 | $-95.5M | $167.9M | ||
| Q2 24 | $-100.1M | $23.1M |
自由现金流CCSTPH
| Q1 26 | — | — | ||
| Q4 25 | $202.6M | $213.2M | ||
| Q3 25 | $-20.8M | $39.1M | ||
| Q2 25 | $-17.6M | $-84.5M | ||
| Q1 25 | $-40.0M | $-39.3M | ||
| Q4 24 | $290.6M | $355.9M | ||
| Q3 24 | $-101.9M | $161.5M | ||
| Q2 24 | $-117.6M | $17.0M |
自由现金流率CCSTPH
| Q1 26 | — | — | ||
| Q4 25 | 16.4% | 21.9% | ||
| Q3 25 | -2.1% | 4.6% | ||
| Q2 25 | -1.8% | -9.4% | ||
| Q1 25 | -4.4% | -5.3% | ||
| Q4 24 | 22.8% | 28.4% | ||
| Q3 24 | -9.0% | 14.1% | ||
| Q2 24 | -11.3% | 1.5% |
资本支出强度CCSTPH
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 0.8% | ||
| Q3 25 | 1.1% | 0.8% | ||
| Q2 25 | 0.7% | 1.1% | ||
| Q1 25 | 0.4% | 1.1% | ||
| Q4 24 | 0.7% | 0.3% | ||
| Q3 24 | 0.6% | 0.6% | ||
| Q2 24 | 1.7% | 0.5% |
现金转化率CCSTPH
| Q1 26 | — | — | ||
| Q4 25 | 5.86× | 3.67× | ||
| Q3 25 | -0.27× | 0.82× | ||
| Q2 25 | -0.32× | -1.22× | ||
| Q1 25 | -0.93× | -0.49× | ||
| Q4 24 | 2.92× | 2.79× | ||
| Q3 24 | -1.15× | 1.50× | ||
| Q2 24 | -1.20× | 0.20× |
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% |
TPH
| West | $547.8M | 56% |
| Central | $245.1M | 25% |
| East | $161.8M | 17% |
| Financial Services Segment | $18.0M | 2% |
| Land | $7.9M | 1% |
