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Dorman Products, Inc.（DORM）与SUN COMMUNITIES INC（SUI）财务数据对比。点击上方公司名可切换其他公司
SUN COMMUNITIES INC的季度营收约是Dorman Products, Inc.的1.3倍（$697.2M vs $537.9M），Dorman Products, Inc.净利率更高（2.1% vs 1.7%，领先0.4%），Dorman Products, Inc.同比增速更快（0.8% vs -25.8%），过去两年Dorman Products, Inc.的营收复合增速更高（7.1% vs -2.1%）
多尔曼产品公司是美国知名的汽车售后配件制造商，成立于1918年，总部位于宾夕法尼亚州科尔马，在纳斯达克上市，股票代码为DORM，深耕汽车售后市场多年，为市场提供丰富的替换零部件产品。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
DORM vs SUI — 直观对比
营收规模更大
SUI
是对方的1.3倍
$537.9M
营收增速更快
DORM
高出26.6%
-25.8%
净利率更高
DORM
高出0.4%
1.7%
两年增速更快
DORM
近两年复合增速
-2.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $537.9M | $697.2M |
| 净利润 | $11.6M | $12.1M |
| 毛利率 | 42.6% | — |
| 营业利润率 | 5.8% | — |
| 净利率 | 2.1% | 1.7% |
| 营收同比 | 0.8% | -25.8% |
| 净利润同比 | -78.8% | -96.0% |
| 每股收益（稀释后） | $0.38 | $0.07 |
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DORMSUI
| Q4 25 | $537.9M | — | ||
| Q3 25 | $543.7M | $697.2M | ||
| Q2 25 | $541.0M | $623.5M | ||
| Q1 25 | $507.7M | $470.2M | ||
| Q4 24 | $533.8M | $745.9M | ||
| Q3 24 | $503.8M | $939.9M | ||
| Q2 24 | $503.0M | $864.0M | ||
| Q1 24 | $468.7M | $671.3M |
净利润DORMSUI
| Q4 25 | $11.6M | — | ||
| Q3 25 | $76.4M | $12.1M | ||
| Q2 25 | $58.7M | $1.3B | ||
| Q1 25 | $57.5M | $-41.2M | ||
| Q4 24 | $54.5M | $-228.4M | ||
| Q3 24 | $55.3M | $300.5M | ||
| Q2 24 | $47.4M | $56.7M | ||
| Q1 24 | $32.8M | $-25.2M |
毛利率DORMSUI
| Q4 25 | 42.6% | — | ||
| Q3 25 | 44.4% | — | ||
| Q2 25 | 40.6% | — | ||
| Q1 25 | 40.9% | — | ||
| Q4 24 | 41.5% | — | ||
| Q3 24 | 40.5% | — | ||
| Q2 24 | 39.6% | — | ||
| Q1 24 | 38.7% | — |
营业利润率DORMSUI
| Q4 25 | 5.8% | — | ||
| Q3 25 | 19.4% | — | ||
| Q2 25 | 15.2% | — | ||
| Q1 25 | 15.8% | — | ||
| Q4 24 | 16.3% | — | ||
| Q3 24 | 15.7% | — | ||
| Q2 24 | 14.4% | — | ||
| Q1 24 | 11.6% | — |
净利率DORMSUI
| Q4 25 | 2.1% | — | ||
| Q3 25 | 14.1% | 1.7% | ||
| Q2 25 | 10.9% | 210.8% | ||
| Q1 25 | 11.3% | -8.8% | ||
| Q4 24 | 10.2% | -30.6% | ||
| Q3 24 | 11.0% | 32.0% | ||
| Q2 24 | 9.4% | 6.6% | ||
| Q1 24 | 7.0% | -3.8% |
每股收益（稀释后）DORMSUI
| Q4 25 | $0.38 | — | ||
| Q3 25 | $2.48 | $0.07 | ||
| Q2 25 | $1.91 | $10.02 | ||
| Q1 25 | $1.87 | $-0.34 | ||
| Q4 24 | $1.76 | $-1.80 | ||
| Q3 24 | $1.80 | $2.31 | ||
| Q2 24 | $1.53 | $0.42 | ||
| Q1 24 | $1.05 | $-0.22 |
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 | $49.4M | $542.7M |
| 总债务越低越好 | $440.6M | — |
| 股东权益账面价值 | $1.5B | $7.0B |
| 总资产 | $2.5B | $12.8B |
| 负债/权益比越低杠杆越低 | 0.30× | — |
8季度趋势，按日历期对齐
现金及短期投资DORMSUI
| Q4 25 | $49.4M | — | ||
| Q3 25 | $55.5M | $542.7M | ||
| Q2 25 | $56.8M | $889.7M | ||
| Q1 25 | $60.6M | — | ||
| Q4 24 | $57.1M | $47.4M | ||
| Q3 24 | $45.1M | — | ||
| Q2 24 | $47.5M | — | ||
| Q1 24 | $34.4M | — |
总债务DORMSUI
| Q4 25 | $440.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $468.8M | $7.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DORMSUI
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $7.0B | ||
| Q2 25 | $1.4B | $7.4B | ||
| Q1 25 | $1.3B | $6.9B | ||
| Q4 24 | $1.3B | $7.1B | ||
| Q3 24 | $1.2B | $7.5B | ||
| Q2 24 | $1.2B | $6.9B | ||
| Q1 24 | $1.2B | $6.9B |
总资产DORMSUI
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.6B | $12.8B | ||
| Q2 25 | $2.5B | $13.4B | ||
| Q1 25 | $2.4B | $16.5B | ||
| Q4 24 | $2.4B | $16.5B | ||
| Q3 24 | $2.4B | $17.1B | ||
| Q2 24 | $2.3B | $17.0B | ||
| Q1 24 | $2.2B | $17.1B |
负债/权益比DORMSUI
| Q4 25 | 0.30× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.36× | 1.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $41.6M | $197.8M |
| 自由现金流经营现金流 - 资本支出 | $33.5M | — |
| 自由现金流率自由现金流/营收 | 6.2% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | 3.60× | 16.35× |
| 过去12个月自由现金流最近4个季度 | $75.7M | — |
8季度趋势，按日历期对齐
经营现金流DORMSUI
| Q4 25 | $41.6M | — | ||
| Q3 25 | $12.2M | $197.8M | ||
| Q2 25 | $8.5M | $256.0M | ||
| Q1 25 | $51.2M | $243.9M | ||
| Q4 24 | $71.4M | $118.0M | ||
| Q3 24 | $44.3M | $189.2M | ||
| Q2 24 | $63.3M | $311.3M | ||
| Q1 24 | $52.0M | $242.5M |
自由现金流DORMSUI
| Q4 25 | $33.5M | — | ||
| Q3 25 | $1.8M | — | ||
| Q2 25 | $98.0K | — | ||
| Q1 25 | $40.3M | — | ||
| Q4 24 | $63.2M | — | ||
| Q3 24 | $35.7M | — | ||
| Q2 24 | $51.4M | — | ||
| Q1 24 | $41.2M | — |
自由现金流率DORMSUI
| Q4 25 | 6.2% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 7.9% | — | ||
| Q4 24 | 11.8% | — | ||
| Q3 24 | 7.1% | — | ||
| Q2 24 | 10.2% | — | ||
| Q1 24 | 8.8% | — |
资本支出强度DORMSUI
| Q4 25 | 1.5% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 2.4% | — | ||
| Q1 24 | 2.3% | — |
现金转化率DORMSUI
| Q4 25 | 3.60× | — | ||
| Q3 25 | 0.16× | 16.35× | ||
| Q2 25 | 0.15× | 0.19× | ||
| Q1 25 | 0.89× | — | ||
| Q4 24 | 1.31× | — | ||
| Q3 24 | 0.80× | 0.63× | ||
| Q2 24 | 1.34× | 5.49× | ||
| Q1 24 | 1.58× | — |
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
DORM
| Light Duty | $428.6M | 80% |
| Heavy Duty | $55.8M | 10% |
| Specialty Vehicle | $53.5M | 10% |
SUI
暂无分部数据
