vs
科睿唯安（CLVT）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.的季度营收约是科睿唯安的1.7倍（$972.6M vs $585.5M），Tri Pointe Homes, Inc.净利率更高（6.2% vs -6.9%，领先13.1%），科睿唯安同比增速更快（-1.4% vs -22.4%），Tri Pointe Homes, Inc.自由现金流更多（$213.2M vs $78.9M），过去两年Tri Pointe Homes, Inc.的营收复合增速更高（1.8% vs -5.1%）
科睿唯安是一家英美合资的上市分析服务企业，主要提供订阅制信息服务，覆盖文献计量、科学计量、商业与市场情报领域，同时为医药、生物科技行业提供专利、监管合规相关的竞争分析，也提供商标保护、域名与品牌保护服务，旗下Web of Science产品系列还负责计算学术期刊的影响因子。
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。
CLVT vs TPH — 直观对比
营收规模更大
TPH
是对方的1.7倍
$585.5M
营收增速更快
CLVT
高出21.0%
-22.4%
净利率更高
TPH
高出13.1%
-6.9%
自由现金流更多
TPH
多$134.3M
$78.9M
两年增速更快
TPH
近两年复合增速
-5.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $585.5M | $972.6M |
| 净利润 | $-40.2M | $60.2M |
| 毛利率 | 67.2% | — |
| 营业利润率 | 5.2% | 8.1% |
| 净利率 | -6.9% | 6.2% |
| 营收同比 | -1.4% | -22.4% |
| 净利润同比 | 61.3% | -53.4% |
| 每股收益（稀释后） | $-0.06 | $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CLVTTPH
| Q1 26 | $585.5M | — | ||
| Q4 25 | $617.0M | $972.6M | ||
| Q3 25 | $623.1M | $854.7M | ||
| Q2 25 | $621.4M | $902.4M | ||
| Q1 25 | $593.7M | $740.9M | ||
| Q4 24 | $663.0M | $1.3B | ||
| Q3 24 | $622.2M | $1.1B | ||
| Q2 24 | $650.3M | $1.2B |
净利润CLVTTPH
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | $60.2M | ||
| Q3 25 | $-28.3M | $56.1M | ||
| Q2 25 | $-72.0M | $60.7M | ||
| Q1 25 | $-103.9M | $64.0M | ||
| Q4 24 | $-191.8M | $129.2M | ||
| Q3 24 | $-65.6M | $111.8M | ||
| Q2 24 | $-304.3M | $118.0M |
毛利率CLVTTPH
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | — | ||
| Q3 25 | 65.0% | — | ||
| Q2 25 | 67.2% | — | ||
| Q1 25 | 65.1% | — | ||
| Q4 24 | 65.7% | — | ||
| Q3 24 | 66.2% | — | ||
| Q2 24 | 67.2% | — |
营业利润率CLVTTPH
| Q1 26 | 5.2% | — | ||
| Q4 25 | 6.7% | 8.1% | ||
| Q3 25 | 7.1% | 8.1% | ||
| Q2 25 | 1.1% | 8.5% | ||
| Q1 25 | -3.5% | 10.4% | ||
| Q4 24 | -9.4% | 13.4% | ||
| Q3 24 | 3.5% | 12.6% | ||
| Q2 24 | -36.9% | 12.9% |
净利率CLVTTPH
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | 6.2% | ||
| Q3 25 | -4.5% | 6.6% | ||
| Q2 25 | -11.6% | 6.7% | ||
| Q1 25 | -17.5% | 8.6% | ||
| Q4 24 | -28.9% | 10.3% | ||
| Q3 24 | -10.5% | 9.8% | ||
| Q2 24 | -46.8% | 10.2% |
每股收益（稀释后）CLVTTPH
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | $0.70 | ||
| Q3 25 | $-0.04 | $0.64 | ||
| Q2 25 | $-0.11 | $0.68 | ||
| Q1 25 | $-0.15 | $0.70 | ||
| Q4 24 | $-0.27 | $1.37 | ||
| Q3 24 | $-0.09 | $1.18 | ||
| Q2 24 | $-0.46 | $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 | — | $982.8M |
| 总债务越低越好 | $4.3B | — |
| 股东权益账面价值 | $4.8B | $3.3B |
| 总资产 | $10.9B | $5.0B |
| 负债/权益比越低杠杆越低 | 0.89× | — |
8季度趋势，按日历期对齐
现金及短期投资CLVTTPH
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | $982.8M | ||
| Q3 25 | $318.7M | $792.0M | ||
| Q2 25 | $362.6M | $622.6M | ||
| Q1 25 | $354.0M | $812.9M | ||
| Q4 24 | $295.2M | $970.0M | ||
| Q3 24 | $388.5M | $676.0M | ||
| Q2 24 | $376.4M | $492.9M |
总债务CLVTTPH
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.5B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $4.5B | $646.5M | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.6B | — |
股东权益CLVTTPH
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.8B | $3.3B | ||
| Q3 25 | $4.9B | $3.3B | ||
| Q2 25 | $5.0B | $3.3B | ||
| Q1 25 | $5.0B | $3.3B | ||
| Q4 24 | $5.1B | $3.3B | ||
| Q3 24 | $5.5B | $3.2B | ||
| Q2 24 | $5.6B | $3.1B |
总资产CLVTTPH
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | $5.0B | ||
| Q3 25 | $11.2B | $5.0B | ||
| Q2 25 | $11.4B | $4.8B | ||
| Q1 25 | $11.5B | $4.8B | ||
| Q4 24 | $11.5B | $4.9B | ||
| Q3 24 | $12.0B | $4.8B | ||
| Q2 24 | $12.1B | $4.6B |
负债/权益比CLVTTPH
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | — | ||
| Q3 25 | 0.90× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.90× | — | ||
| Q4 24 | 0.88× | 0.19× | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.83× | — |
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 | $134.7M | $221.0M |
| 自由现金流经营现金流 - 资本支出 | $78.9M | $213.2M |
| 自由现金流率自由现金流/营收 | 13.5% | 21.9% |
| 资本支出强度资本支出/营收 | 9.5% | 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 | $333.9M | $128.5M |
8季度趋势，按日历期对齐
经营现金流CLVTTPH
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | $221.0M | ||
| Q3 25 | $181.1M | $45.9M | ||
| Q2 25 | $116.3M | $-74.3M | ||
| Q1 25 | $171.2M | $-31.2M | ||
| Q4 24 | $141.3M | $360.3M | ||
| Q3 24 | $202.9M | $167.9M | ||
| Q2 24 | $126.2M | $23.1M |
自由现金流CLVTTPH
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | $213.2M | ||
| Q3 25 | $115.5M | $39.1M | ||
| Q2 25 | $50.3M | $-84.5M | ||
| Q1 25 | $110.3M | $-39.3M | ||
| Q4 24 | $59.1M | $355.9M | ||
| Q3 24 | $126.3M | $161.5M | ||
| Q2 24 | $60.3M | $17.0M |
自由现金流率CLVTTPH
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | 21.9% | ||
| Q3 25 | 18.5% | 4.6% | ||
| Q2 25 | 8.1% | -9.4% | ||
| Q1 25 | 18.6% | -5.3% | ||
| Q4 24 | 8.9% | 28.4% | ||
| Q3 24 | 20.3% | 14.1% | ||
| Q2 24 | 9.3% | 1.5% |
资本支出强度CLVTTPH
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | 0.8% | ||
| Q3 25 | 10.5% | 0.8% | ||
| Q2 25 | 10.6% | 1.1% | ||
| Q1 25 | 10.3% | 1.1% | ||
| Q4 24 | 12.4% | 0.3% | ||
| Q3 24 | 12.3% | 0.6% | ||
| Q2 24 | 10.1% | 0.5% |
现金转化率CLVTTPH
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | 3.67× | ||
| Q3 25 | — | 0.82× | ||
| Q2 25 | — | -1.22× | ||
| Q1 25 | — | -0.49× | ||
| Q4 24 | — | 2.79× | ||
| Q3 24 | — | 1.50× | ||
| Q2 24 | — | 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
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
TPH
| West | $547.8M | 56% |
| Central | $245.1M | 25% |
| East | $161.8M | 17% |
| Financial Services Segment | $18.0M | 2% |
| Land | $7.9M | 1% |
