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EPAM Systems（EPAM）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
EPAM Systems的季度营收约是Taylor Morrison Home Corp的1.0倍（$1.4B vs $1.4B），Taylor Morrison Home Corp净利率更高（7.1% vs 5.9%，领先1.2%），EPAM Systems同比增速更快（7.6% vs -26.8%），过去两年EPAM Systems的营收复合增速更高（10.5% vs -16.5%）
EPAM Systems是总部位于美国宾夕法尼亚州纽敦的企业，核心业务涵盖软件工程服务、数字平台研发、数字产品设计三大板块，同时是MACH联盟的创始成员，在全球数字化服务赛道拥有深厚的技术积累与行业认可度。
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。
EPAM vs TMHC — 直观对比
营收规模更大
EPAM
是对方的1.0倍
$1.4B
营收增速更快
EPAM
高出34.4%
-26.8%
净利率更高
TMHC
高出1.2%
5.9%
两年增速更快
EPAM
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $82.5M | $98.6M |
| 毛利率 | — | 21.0% |
| 营业利润率 | 8.3% | — |
| 净利率 | 5.9% | 7.1% |
| 营收同比 | 7.6% | -26.8% |
| 净利润同比 | 12.3% | -53.8% |
| 每股收益（稀释后） | $1.52 | $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EPAMTMHC
| Q1 26 | $1.4B | $1.4B | ||
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.4B | $2.0B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.1B | $2.0B |
净利润EPAMTMHC
| Q1 26 | $82.5M | $98.6M | ||
| Q4 25 | $109.4M | $174.0M | ||
| Q3 25 | $106.8M | $201.4M | ||
| Q2 25 | $88.0M | $193.6M | ||
| Q1 25 | $73.5M | $213.5M | ||
| Q4 24 | $103.3M | $242.5M | ||
| Q3 24 | $136.3M | $251.1M | ||
| Q2 24 | $98.6M | $199.5M |
毛利率EPAMTMHC
| Q1 26 | — | 21.0% | ||
| Q4 25 | 30.1% | 22.0% | ||
| Q3 25 | 29.5% | 22.7% | ||
| Q2 25 | 28.8% | 23.0% | ||
| Q1 25 | 26.9% | 24.4% | ||
| Q4 24 | 30.4% | 23.9% | ||
| Q3 24 | 34.6% | 25.0% | ||
| Q2 24 | 29.3% | 23.7% |
营业利润率EPAMTMHC
| Q1 26 | 8.3% | — | ||
| Q4 25 | 10.6% | — | ||
| Q3 25 | 10.4% | — | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | 7.6% | — | ||
| Q4 24 | 10.9% | — | ||
| Q3 24 | 15.2% | — | ||
| Q2 24 | 10.5% | — |
净利率EPAMTMHC
| Q1 26 | 5.9% | 7.1% | ||
| Q4 25 | 7.8% | 8.3% | ||
| Q3 25 | 7.7% | 9.6% | ||
| Q2 25 | 6.5% | 9.5% | ||
| Q1 25 | 5.6% | 11.3% | ||
| Q4 24 | 8.3% | 10.3% | ||
| Q3 24 | 11.7% | 11.8% | ||
| Q2 24 | 8.6% | 10.0% |
每股收益（稀释后）EPAMTMHC
| Q1 26 | $1.52 | $1.12 | ||
| Q4 25 | $1.97 | $1.77 | ||
| Q3 25 | $1.91 | $2.01 | ||
| Q2 25 | $1.56 | $1.92 | ||
| Q1 25 | $1.28 | $2.07 | ||
| Q4 24 | $1.80 | $2.29 | ||
| Q3 24 | $2.37 | $2.37 | ||
| Q2 24 | $1.70 | $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 | $1.0B | $652.9M |
| 总债务越低越好 | $165.0M | — |
| 股东权益账面价值 | $3.4B | $6.2B |
| 总资产 | $4.7B | $9.8B |
| 负债/权益比越低杠杆越低 | 0.05× | — |
8季度趋势，按日历期对齐
现金及短期投资EPAMTMHC
| Q1 26 | $1.0B | $652.9M | ||
| Q4 25 | $1.3B | $850.0M | ||
| Q3 25 | $1.2B | $370.6M | ||
| Q2 25 | $1.0B | $130.2M | ||
| Q1 25 | $1.2B | $377.8M | ||
| Q4 24 | $1.3B | $487.2M | ||
| Q3 24 | $2.1B | $256.4M | ||
| Q2 24 | $1.8B | $246.8M |
总债务EPAMTMHC
| Q1 26 | $165.0M | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.2B |
股东权益EPAMTMHC
| Q1 26 | $3.4B | $6.2B | ||
| Q4 25 | $3.7B | $6.3B | ||
| Q3 25 | $3.7B | $6.2B | ||
| Q2 25 | $3.7B | $6.1B | ||
| Q1 25 | $3.6B | $6.0B | ||
| Q4 24 | $3.6B | $5.9B | ||
| Q3 24 | $3.6B | $5.7B | ||
| Q2 24 | $3.4B | $5.5B |
总资产EPAMTMHC
| Q1 26 | $4.7B | $9.8B | ||
| Q4 25 | $4.9B | $9.8B | ||
| Q3 25 | $4.8B | $9.6B | ||
| Q2 25 | $4.7B | $9.5B | ||
| Q1 25 | $4.7B | $9.4B | ||
| Q4 24 | $4.8B | $9.3B | ||
| Q3 24 | $4.5B | $9.3B | ||
| Q2 24 | $4.2B | $9.1B |
负债/权益比EPAMTMHC
| Q1 26 | 0.05× | — | ||
| Q4 25 | — | 0.36× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
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
EPAM
暂无分部数据
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% |
