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Everus Construction Group, Inc.(ECG)与M/I HOMES, INC.(MHO)财务数据对比。点击上方公司名可切换其他公司

M/I HOMES, INC.的季度营收约是Everus Construction Group, Inc.的1.1倍($1.1B vs $1.0B)。M/I HOMES, INC.净利率更高(5.6% vs 5.5%,领先0.1%)。Everus Construction Group, Inc.同比增速更快(33.2% vs -4.8%)。Everus Construction Group, Inc.自由现金流更多($23.5M vs $-13.0M)。过去两年Everus Construction Group, Inc.的营收复合增速更高(27.1% vs 4.7%)

M/I Homes是美国领先的住宅建筑企业,主要设计、建造及销售独栋住宅、联排住宅与复式公寓,业务覆盖美国多州,面向首次置业、改善型及高端置业群体,提供节能住宅产品与个性化定制服务。

ECG vs MHO — 直观对比

营收规模更大
MHO
MHO
是对方的1.1倍
MHO
$1.1B
$1.0B
ECG
营收增速更快
ECG
ECG
高出38.0%
ECG
33.2%
-4.8%
MHO
净利率更高
MHO
MHO
高出0.1%
MHO
5.6%
5.5%
ECG
自由现金流更多
ECG
ECG
多$36.5M
ECG
$23.5M
$-13.0M
MHO
两年增速更快
ECG
ECG
近两年复合增速
ECG
27.1%
4.7%
MHO

损益表 — Q4 2025 vs Q4 2025

指标
ECG
ECG
MHO
MHO
营收
$1.0B
$1.1B
净利润
$55.3M
$64.0M
毛利率
11.6%
17.4%
营业利润率
6.8%
6.5%
净利率
5.5%
5.6%
营收同比
33.2%
-4.8%
净利润同比
60.4%
-52.1%
每股收益(稀释后)
$1.09
$2.42

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
ECG
ECG
MHO
MHO
Q4 25
$1.0B
$1.1B
Q3 25
$986.8M
$1.1B
Q2 25
$921.5M
$1.2B
Q1 25
$826.6M
$976.1M
Q4 24
$759.6M
$1.2B
Q3 24
$761.0M
$1.1B
Q2 24
$703.4M
$1.1B
Q1 24
$625.7M
$1.0B
净利润
ECG
ECG
MHO
MHO
Q4 25
$55.3M
$64.0M
Q3 25
$57.0M
$106.5M
Q2 25
$52.8M
$121.2M
Q1 25
$36.7M
$111.2M
Q4 24
$34.5M
$133.5M
Q3 24
$41.8M
$145.4M
Q2 24
$39.0M
$146.7M
Q1 24
$28.2M
$138.1M
毛利率
ECG
ECG
MHO
MHO
Q4 25
11.6%
17.4%
Q3 25
12.6%
24.5%
Q2 25
13.0%
24.7%
Q1 25
11.2%
25.9%
Q4 24
11.4%
24.6%
Q3 24
11.8%
27.1%
Q2 24
12.6%
27.9%
Q1 24
11.9%
27.1%
营业利润率
ECG
ECG
MHO
MHO
Q4 25
6.8%
6.5%
Q3 25
7.3%
12.0%
Q2 25
7.9%
13.4%
Q1 25
6.2%
14.4%
Q4 24
6.1%
13.6%
Q3 24
7.1%
15.9%
Q2 24
7.3%
16.8%
Q1 24
6.2%
16.6%
净利率
ECG
ECG
MHO
MHO
Q4 25
5.5%
5.6%
Q3 25
5.8%
9.4%
Q2 25
5.7%
10.4%
Q1 25
4.4%
11.4%
Q4 24
4.5%
11.1%
Q3 24
5.5%
12.7%
Q2 24
5.5%
13.2%
Q1 24
4.5%
13.2%
每股收益(稀释后)
ECG
ECG
MHO
MHO
Q4 25
$1.09
$2.42
Q3 25
$1.11
$3.92
Q2 25
$1.03
$4.42
Q1 25
$0.72
$3.98
Q4 24
$0.68
$4.71
Q3 24
$0.82
$5.10
Q2 24
$0.76
$5.12
Q1 24
$0.55
$4.78

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
ECG
ECG
MHO
MHO
现金及短期投资手头流动性
总债务越低越好
$281.5M
股东权益账面价值
$629.8M
$3.2B
总资产
$1.7B
$4.8B
负债/权益比越低杠杆越低
0.45×

8季度趋势,按日历期对齐

现金及短期投资
ECG
ECG
MHO
MHO
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
$553.0K
Q2 24
Q1 24
总债务
ECG
ECG
MHO
MHO
Q4 25
$281.5M
Q3 25
$285.1M
Q2 25
$288.6M
Q1 25
$292.1M
Q4 24
$295.6M
Q3 24
Q2 24
Q1 24
股东权益
ECG
ECG
MHO
MHO
Q4 25
$629.8M
$3.2B
Q3 25
$573.0M
$3.1B
Q2 25
$514.4M
$3.1B
Q1 25
$460.2M
$3.0B
Q4 24
$422.6M
$2.9B
Q3 24
$453.3M
$2.8B
Q2 24
$490.0M
$2.7B
Q1 24
$464.3M
$2.6B
总资产
ECG
ECG
MHO
MHO
Q4 25
$1.7B
$4.8B
Q3 25
$1.6B
$4.8B
Q2 25
$1.5B
$4.7B
Q1 25
$1.4B
$4.6B
Q4 24
$1.3B
$4.5B
Q3 24
$1.3B
$4.5B
Q2 24
$4.3B
Q1 24
$4.2B
负债/权益比
ECG
ECG
MHO
MHO
Q4 25
0.45×
Q3 25
0.50×
Q2 25
0.56×
Q1 25
0.63×
Q4 24
0.70×
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
ECG
ECG
MHO
MHO
经营现金流最新季度
$48.2M
$-8.7M
自由现金流经营现金流 - 资本支出
$23.5M
$-13.0M
自由现金流率自由现金流/营收
2.3%
-1.1%
资本支出强度资本支出/营收
2.4%
0.4%
现金转化率经营现金流/净利润
0.87×
-0.14×
过去12个月自由现金流最近4个季度
$90.0M
$127.7M

8季度趋势,按日历期对齐

经营现金流
ECG
ECG
MHO
MHO
Q4 25
$48.2M
$-8.7M
Q3 25
$76.2M
$43.4M
Q2 25
$25.3M
$37.8M
Q1 25
$7.1M
$64.9M
Q4 24
$104.4M
Q3 24
$78.9M
$-67.9M
Q2 24
$27.5M
Q1 24
$21.9M
$115.8M
自由现金流
ECG
ECG
MHO
MHO
Q4 25
$23.5M
$-13.0M
Q3 25
$65.7M
$42.0M
Q2 25
$12.3M
$35.1M
Q1 25
$-11.4M
$63.5M
Q4 24
$102.3M
Q3 24
$60.9M
$-68.5M
Q2 24
$22.0M
Q1 24
$12.6M
$115.5M
自由现金流率
ECG
ECG
MHO
MHO
Q4 25
2.3%
-1.1%
Q3 25
6.7%
3.7%
Q2 25
1.3%
3.0%
Q1 25
-1.4%
6.5%
Q4 24
8.5%
Q3 24
8.0%
-6.0%
Q2 24
2.0%
Q1 24
2.0%
11.0%
资本支出强度
ECG
ECG
MHO
MHO
Q4 25
2.4%
0.4%
Q3 25
1.1%
0.1%
Q2 25
1.4%
0.2%
Q1 25
2.2%
0.1%
Q4 24
0.2%
Q3 24
2.4%
0.1%
Q2 24
0.5%
Q1 24
1.5%
0.0%
现金转化率
ECG
ECG
MHO
MHO
Q4 25
0.87×
-0.14×
Q3 25
1.34×
0.41×
Q2 25
0.48×
0.31×
Q1 25
0.19×
0.58×
Q4 24
0.78×
Q3 24
1.89×
-0.47×
Q2 24
0.19×
Q1 24
0.77×
0.84×

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

ECG
ECG

Commercial$594.5M59%
Utility$203.5M20%
Industrial$82.8M8%
Institutional$66.1M7%
Service And Other$28.4M3%
Transportation$24.2M2%
Renewables$19.8M2%

MHO
MHO

Southern Homebuilding$615.6M54%
Northern Homebuilding$503.9M44%
Financial Service$27.8M2%
Land$4.7M0%

相关对比