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Everus Construction Group, Inc.（ECG）与Taylor Morrison Home Corp（TMHC）财务数据对比。点击上方公司名可切换其他公司
Taylor Morrison Home Corp的季度营收约是Everus Construction Group, Inc.的1.4倍（$1.4B vs $1.0B）。Taylor Morrison Home Corp净利率更高（7.1% vs 5.5%，领先1.6%）。Everus Construction Group, Inc.同比增速更快（33.2% vs -26.8%）。过去两年Everus Construction Group, Inc.的营收复合增速更高（27.1% vs -16.5%）
泰勒莫里森住房公司是美国规模最大的住宅建筑商之一，总部位于亚利桑那州斯科茨代尔，2007年7月由泰勒伍德罗与莫里森住房合并成立。公司业务覆盖亚利桑那、加利福尼亚、得克萨斯等十余个州，产品涵盖首次置业、中端及中高端住宅，可满足不同层级客户的住房需求。
ECG vs TMHC — 直观对比
营收规模更大
TMHC
是对方的1.4倍
$1.0B
营收增速更快
ECG
高出60.0%
-26.8%
净利率更高
TMHC
高出1.6%
5.5%
两年增速更快
ECG
近两年复合增速
-16.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.4B |
| 净利润 | $55.3M | $98.6M |
| 毛利率 | 11.6% | 21.0% |
| 营业利润率 | 6.8% | — |
| 净利率 | 5.5% | 7.1% |
| 营收同比 | 33.2% | -26.8% |
| 净利润同比 | 60.4% | -53.8% |
| 每股收益（稀释后） | $1.09 | $1.12 |
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ECGTMHC
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.0B | $2.1B | ||
| Q3 25 | $986.8M | $2.1B | ||
| Q2 25 | $921.5M | $2.0B | ||
| Q1 25 | $826.6M | $1.9B | ||
| Q4 24 | $759.6M | $2.4B | ||
| Q3 24 | $761.0M | $2.1B | ||
| Q2 24 | $703.4M | $2.0B |
净利润ECGTMHC
| Q1 26 | — | $98.6M | ||
| Q4 25 | $55.3M | $174.0M | ||
| Q3 25 | $57.0M | $201.4M | ||
| Q2 25 | $52.8M | $193.6M | ||
| Q1 25 | $36.7M | $213.5M | ||
| Q4 24 | $34.5M | $242.5M | ||
| Q3 24 | $41.8M | $251.1M | ||
| Q2 24 | $39.0M | $199.5M |
毛利率ECGTMHC
| Q1 26 | — | 21.0% | ||
| Q4 25 | 11.6% | 22.0% | ||
| Q3 25 | 12.6% | 22.7% | ||
| Q2 25 | 13.0% | 23.0% | ||
| Q1 25 | 11.2% | 24.4% | ||
| Q4 24 | 11.4% | 23.9% | ||
| Q3 24 | 11.8% | 25.0% | ||
| Q2 24 | 12.6% | 23.7% |
营业利润率ECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.3% | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 6.2% | — | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 7.1% | — | ||
| Q2 24 | 7.3% | — |
净利率ECGTMHC
| Q1 26 | — | 7.1% | ||
| Q4 25 | 5.5% | 8.3% | ||
| Q3 25 | 5.8% | 9.6% | ||
| Q2 25 | 5.7% | 9.5% | ||
| Q1 25 | 4.4% | 11.3% | ||
| Q4 24 | 4.5% | 10.3% | ||
| Q3 24 | 5.5% | 11.8% | ||
| Q2 24 | 5.5% | 10.0% |
每股收益（稀释后）ECGTMHC
| Q1 26 | — | $1.12 | ||
| Q4 25 | $1.09 | $1.77 | ||
| Q3 25 | $1.11 | $2.01 | ||
| Q2 25 | $1.03 | $1.92 | ||
| Q1 25 | $0.72 | $2.07 | ||
| Q4 24 | $0.68 | $2.29 | ||
| Q3 24 | $0.82 | $2.37 | ||
| Q2 24 | $0.76 | $1.86 |
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 | — | $652.9M |
| 总债务越低越好 | $281.5M | — |
| 股东权益账面价值 | $629.8M | $6.2B |
| 总资产 | $1.7B | $9.8B |
| 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ECGTMHC
| Q1 26 | — | $652.9M | ||
| Q4 25 | — | $850.0M | ||
| Q3 25 | — | $370.6M | ||
| Q2 25 | — | $130.2M | ||
| Q1 25 | — | $377.8M | ||
| Q4 24 | — | $487.2M | ||
| Q3 24 | $553.0K | $256.4M | ||
| Q2 24 | — | $246.8M |
总债务ECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | $281.5M | $2.3B | ||
| Q3 25 | $285.1M | $2.2B | ||
| Q2 25 | $288.6M | $2.1B | ||
| Q1 25 | $292.1M | $2.1B | ||
| Q4 24 | $295.6M | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.2B |
股东权益ECGTMHC
| Q1 26 | — | $6.2B | ||
| Q4 25 | $629.8M | $6.3B | ||
| Q3 25 | $573.0M | $6.2B | ||
| Q2 25 | $514.4M | $6.1B | ||
| Q1 25 | $460.2M | $6.0B | ||
| Q4 24 | $422.6M | $5.9B | ||
| Q3 24 | $453.3M | $5.7B | ||
| Q2 24 | $490.0M | $5.5B |
总资产ECGTMHC
| Q1 26 | — | $9.8B | ||
| Q4 25 | $1.7B | $9.8B | ||
| Q3 25 | $1.6B | $9.6B | ||
| Q2 25 | $1.5B | $9.5B | ||
| Q1 25 | $1.4B | $9.4B | ||
| Q4 24 | $1.3B | $9.3B | ||
| Q3 24 | $1.3B | $9.3B | ||
| Q2 24 | — | $9.1B |
负债/权益比ECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | 0.36× | ||
| Q3 25 | 0.50× | 0.35× | ||
| Q2 25 | 0.56× | 0.35× | ||
| Q1 25 | 0.63× | 0.35× | ||
| Q4 24 | 0.70× | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
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 | $48.2M | — |
| 自由现金流经营现金流 - 资本支出 | $23.5M | — |
| 自由现金流率自由现金流/营收 | 2.3% | — |
| 资本支出强度资本支出/营收 | 2.4% | — |
| 现金转化率经营现金流/净利润 | 0.87× | — |
| 过去12个月自由现金流最近4个季度 | $90.0M | — |
8季度趋势，按日历期对齐
经营现金流ECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | $48.2M | $646.4M | ||
| Q3 25 | $76.2M | $219.6M | ||
| Q2 25 | $25.3M | $-126.0M | ||
| Q1 25 | $7.1M | $77.2M | ||
| Q4 24 | — | $438.2M | ||
| Q3 24 | $78.9M | $135.9M | ||
| Q2 24 | — | $-233.3M |
自由现金流ECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | $23.5M | $635.3M | ||
| Q3 25 | $65.7M | $206.6M | ||
| Q2 25 | $12.3M | $-133.6M | ||
| Q1 25 | $-11.4M | $68.7M | ||
| Q4 24 | — | $428.2M | ||
| Q3 24 | $60.9M | $127.1M | ||
| Q2 24 | — | $-241.7M |
自由现金流率ECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 30.3% | ||
| Q3 25 | 6.7% | 9.9% | ||
| Q2 25 | 1.3% | -6.6% | ||
| Q1 25 | -1.4% | 3.6% | ||
| Q4 24 | — | 18.2% | ||
| Q3 24 | 8.0% | 6.0% | ||
| Q2 24 | — | -12.1% |
资本支出强度ECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 0.5% | ||
| Q3 25 | 1.1% | 0.6% | ||
| Q2 25 | 1.4% | 0.4% | ||
| Q1 25 | 2.2% | 0.4% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | 2.4% | 0.4% | ||
| Q2 24 | — | 0.4% |
现金转化率ECGTMHC
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 3.71× | ||
| Q3 25 | 1.34× | 1.09× | ||
| Q2 25 | 0.48× | -0.65× | ||
| Q1 25 | 0.19× | 0.36× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | 1.89× | 0.54× | ||
| Q2 24 | — | -1.17× |
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
| Commercial | $594.5M | 59% |
| Utility | $203.5M | 20% |
| Industrial | $82.8M | 8% |
| Institutional | $66.1M | 7% |
| Service And Other | $28.4M | 3% |
| Transportation | $24.2M | 2% |
| Renewables | $19.8M | 2% |
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
