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CAVCO INDUSTRIES, INC.（CVCO）与Reddit, Inc.（RDDT）财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是CAVCO INDUSTRIES, INC.的1.2倍（$725.6M vs $581.0M），Reddit, Inc.净利率更高（34.7% vs 7.6%，领先27.1%），Reddit, Inc.同比增速更快（69.7% vs 11.3%），Reddit, Inc.自由现金流更多（$263.6M vs $57.6M），过去两年Reddit, Inc.的营收复合增速更高（72.8% vs 17.6%）
Cavco工业是总部位于美国亚利桑那州凤凰城的制造企业，主营模块化住宅、休闲房车、度假木屋及预制房屋产品，在美国各地布局有完善的制造工厂与零售门店网络，可满足多元居住及休闲场景的使用需求。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
CVCO vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.2倍
$581.0M
营收增速更快
RDDT
高出58.4%
11.3%
净利率更高
RDDT
高出27.1%
7.6%
自由现金流更多
RDDT
多$206.0M
$57.6M
两年增速更快
RDDT
近两年复合增速
17.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $581.0M | $725.6M |
| 净利润 | $44.1M | $251.6M |
| 毛利率 | 23.4% | 91.9% |
| 营业利润率 | 9.4% | 31.9% |
| 净利率 | 7.6% | 34.7% |
| 营收同比 | 11.3% | 69.7% |
| 净利润同比 | -22.0% | 254.2% |
| 每股收益（稀释后） | $5.58 | $1.24 |
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CVCORDDT
| Q4 25 | $581.0M | $725.6M | ||
| Q3 25 | $556.5M | $584.9M | ||
| Q2 25 | $556.9M | $499.6M | ||
| Q1 25 | $508.4M | $392.4M | ||
| Q4 24 | $522.0M | $427.7M | ||
| Q3 24 | $507.5M | $348.4M | ||
| Q2 24 | $477.6M | $281.2M | ||
| Q1 24 | $420.1M | $243.0M |
净利润CVCORDDT
| Q4 25 | $44.1M | $251.6M | ||
| Q3 25 | $52.4M | $162.7M | ||
| Q2 25 | $51.6M | $89.3M | ||
| Q1 25 | $36.3M | $26.2M | ||
| Q4 24 | $56.5M | $71.0M | ||
| Q3 24 | $43.8M | $29.9M | ||
| Q2 24 | $34.4M | $-10.1M | ||
| Q1 24 | $33.9M | $-575.1M |
毛利率CVCORDDT
| Q4 25 | 23.4% | 91.9% | ||
| Q3 25 | 24.2% | 91.0% | ||
| Q2 25 | 23.3% | 90.8% | ||
| Q1 25 | 22.8% | 90.5% | ||
| Q4 24 | 24.9% | 92.6% | ||
| Q3 24 | 22.9% | 90.1% | ||
| Q2 24 | 21.7% | 89.5% | ||
| Q1 24 | 23.6% | 88.6% |
营业利润率CVCORDDT
| Q4 25 | 9.4% | 31.9% | ||
| Q3 25 | 11.2% | 23.7% | ||
| Q2 25 | 10.8% | 13.6% | ||
| Q1 25 | 7.6% | 1.0% | ||
| Q4 24 | 12.3% | 12.4% | ||
| Q3 24 | 9.7% | 2.0% | ||
| Q2 24 | 8.1% | -11.0% | ||
| Q1 24 | 8.9% | -242.5% |
净利率CVCORDDT
| Q4 25 | 7.6% | 34.7% | ||
| Q3 25 | 9.4% | 27.8% | ||
| Q2 25 | 9.3% | 17.9% | ||
| Q1 25 | 7.1% | 6.7% | ||
| Q4 24 | 10.8% | 16.6% | ||
| Q3 24 | 8.6% | 8.6% | ||
| Q2 24 | 7.2% | -3.6% | ||
| Q1 24 | 8.1% | -236.7% |
每股收益（稀释后）CVCORDDT
| Q4 25 | $5.58 | $1.24 | ||
| Q3 25 | $6.55 | $0.80 | ||
| Q2 25 | $6.42 | $0.45 | ||
| Q1 25 | $4.42 | $0.13 | ||
| Q4 24 | $6.90 | $4.76 | ||
| Q3 24 | $5.28 | $0.16 | ||
| Q2 24 | $4.11 | $-0.06 | ||
| Q1 24 | $4.05 | $-8.19 |
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 | $241.9M | $953.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $2.9B |
| 总资产 | $1.5B | $3.2B |
| 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CVCORDDT
| Q4 25 | $241.9M | $953.6M | ||
| Q3 25 | $391.8M | $911.7M | ||
| Q2 25 | $362.4M | $734.1M | ||
| Q1 25 | $376.1M | $635.7M | ||
| Q4 24 | $378.9M | $562.1M | ||
| Q3 24 | $388.7M | $515.9M | ||
| Q2 24 | $380.0M | $468.0M | ||
| Q1 24 | $371.0M | $968.5M |
股东权益CVCORDDT
| Q4 25 | $1.1B | $2.9B | ||
| Q3 25 | $1.1B | $2.6B | ||
| Q2 25 | $1.1B | $2.4B | ||
| Q1 25 | $1.1B | $2.2B | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.0B | $2.0B | ||
| Q2 24 | $1.0B | $1.9B | ||
| Q1 24 | $1.0B | $1.8B |
总资产CVCORDDT
| Q4 25 | $1.5B | $3.2B | ||
| Q3 25 | $1.4B | $2.9B | ||
| Q2 25 | $1.4B | $2.6B | ||
| Q1 25 | $1.4B | $2.4B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.4B | $2.2B | ||
| Q2 24 | $1.4B | $2.1B | ||
| Q1 24 | $1.4B | $2.0B |
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 | $66.1M | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $57.6M | $263.6M |
| 自由现金流率自由现金流/营收 | 9.9% | 36.3% |
| 资本支出强度资本支出/营收 | 1.5% | 0.4% |
| 现金转化率经营现金流/净利润 | 1.50× | 1.06× |
| 过去12个月自由现金流最近4个季度 | $205.3M | $684.2M |
8季度趋势，按日历期对齐
经营现金流CVCORDDT
| Q4 25 | $66.1M | $266.8M | ||
| Q3 25 | $78.5M | $185.2M | ||
| Q2 25 | $55.5M | $111.3M | ||
| Q1 25 | $38.6M | $127.6M | ||
| Q4 24 | $37.8M | $90.0M | ||
| Q3 24 | $54.7M | $71.6M | ||
| Q2 24 | $47.4M | $28.4M | ||
| Q1 24 | — | $32.1M |
自由现金流CVCORDDT
| Q4 25 | $57.6M | $263.6M | ||
| Q3 25 | $68.7M | $183.1M | ||
| Q2 25 | $46.4M | $110.8M | ||
| Q1 25 | $32.5M | $126.6M | ||
| Q4 24 | $32.3M | $89.2M | ||
| Q3 24 | $49.8M | $70.3M | ||
| Q2 24 | $42.4M | $27.2M | ||
| Q1 24 | — | $29.2M |
自由现金流率CVCORDDT
| Q4 25 | 9.9% | 36.3% | ||
| Q3 25 | 12.4% | 31.3% | ||
| Q2 25 | 8.3% | 22.2% | ||
| Q1 25 | 6.4% | 32.3% | ||
| Q4 24 | 6.2% | 20.8% | ||
| Q3 24 | 9.8% | 20.2% | ||
| Q2 24 | 8.9% | 9.7% | ||
| Q1 24 | — | 12.0% |
资本支出强度CVCORDDT
| Q4 25 | 1.5% | 0.4% | ||
| Q3 25 | 1.7% | 0.4% | ||
| Q2 25 | 1.6% | 0.1% | ||
| Q1 25 | 1.2% | 0.2% | ||
| Q4 24 | 1.0% | 0.2% | ||
| Q3 24 | 1.0% | 0.4% | ||
| Q2 24 | 1.0% | 0.4% | ||
| Q1 24 | — | 1.2% |
现金转化率CVCORDDT
| Q4 25 | 1.50× | 1.06× | ||
| Q3 25 | 1.50× | 1.14× | ||
| Q2 25 | 1.08× | 1.25× | ||
| Q1 25 | 1.06× | 4.88× | ||
| Q4 24 | 0.67× | 1.27× | ||
| Q3 24 | 1.25× | 2.40× | ||
| Q2 24 | 1.38× | — | ||
| Q1 24 | — | — |
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
CVCO
| Manufactured Product Other | $532.5M | 92% |
| Other | $26.0M | 4% |
| Financial Service Other | $20.5M | 4% |
| Insurance Agency Commissions | $2.0M | 0% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |
