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爱德华生命科学(EW)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
爱德华生命科学的季度营收约是Taylor Morrison Home Corp的1.2倍($1.6B vs $1.4B),爱德华生命科学净利率更高(23.1% vs 7.1%,领先16.0%),爱德华生命科学同比增速更快(16.7% vs -26.8%),过去两年爱德华生命科学的营收复合增速更高(9.7% vs -16.5%)
爱德华生命科学是总部位于美国加利福尼亚州尔湾的医疗科技企业,专注于人工心脏瓣膜及血流动力学监测领域,其研发的Sapien经导管主动脉心脏瓣膜采用牛组织材质,搭配球囊扩张式钴铬合金支架,可通过导管完成植入。
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。
EW vs TMHC — 直观对比
营收规模更大
EW
是对方的1.2倍
$1.4B
营收增速更快
EW
高出43.5%
-26.8%
净利率更高
EW
高出16.0%
7.1%
两年增速更快
EW
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $1.4B |
| 净利润 | $380.7M | $98.6M |
| 毛利率 | 78.0% | 21.0% |
| 营业利润率 | 1.8% | — |
| 净利率 | 23.1% | 7.1% |
| 营收同比 | 16.7% | -26.8% |
| 净利润同比 | 6.8% | -53.8% |
| 每股收益(稀释后) | $0.66 | $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
EW
TMHC
| Q1 26 | $1.6B | $1.4B | ||
| Q4 25 | $1.6B | $2.1B | ||
| Q3 25 | $1.6B | $2.1B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.4B | $2.4B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.4B | $2.0B |
净利润
EW
TMHC
| Q1 26 | $380.7M | $98.6M | ||
| Q4 25 | $91.2M | $174.0M | ||
| Q3 25 | $291.1M | $201.4M | ||
| Q2 25 | $333.2M | $193.6M | ||
| Q1 25 | $358.0M | $213.5M | ||
| Q4 24 | $385.6M | $242.5M | ||
| Q3 24 | $3.1B | $251.1M | ||
| Q2 24 | $366.3M | $199.5M |
毛利率
EW
TMHC
| Q1 26 | 78.0% | 21.0% | ||
| Q4 25 | 78.1% | 22.0% | ||
| Q3 25 | 77.8% | 22.7% | ||
| Q2 25 | 77.5% | 23.0% | ||
| Q1 25 | 78.7% | 24.4% | ||
| Q4 24 | 78.9% | 23.9% | ||
| Q3 24 | 80.6% | 25.0% | ||
| Q2 24 | 79.9% | 23.7% |
营业利润率
EW
TMHC
| Q1 26 | 1.8% | — | ||
| Q4 25 | 9.6% | — | ||
| Q3 25 | 19.8% | — | ||
| Q2 25 | 26.8% | — | ||
| Q1 25 | 27.9% | — | ||
| Q4 24 | 22.6% | — | ||
| Q3 24 | 25.9% | — | ||
| Q2 24 | 26.8% | — |
净利率
EW
TMHC
| Q1 26 | 23.1% | 7.1% | ||
| Q4 25 | 5.8% | 8.3% | ||
| Q3 25 | 18.7% | 9.6% | ||
| Q2 25 | 21.7% | 9.5% | ||
| Q1 25 | 25.3% | 11.3% | ||
| Q4 24 | 27.8% | 10.3% | ||
| Q3 24 | 226.7% | 11.8% | ||
| Q2 24 | 26.7% | 10.0% |
每股收益(稀释后)
EW
TMHC
| Q1 26 | $0.66 | $1.12 | ||
| Q4 25 | $0.16 | $1.77 | ||
| Q3 25 | $0.50 | $2.01 | ||
| Q2 25 | $0.56 | $1.92 | ||
| Q1 25 | $0.61 | $2.07 | ||
| Q4 24 | $0.65 | $2.29 | ||
| Q3 24 | $5.13 | $2.37 | ||
| Q2 24 | $0.61 | $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 | — | — |
| 股东权益账面价值 | — | $6.2B |
| 总资产 | — | $9.8B |
| 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
EW
TMHC
| Q1 26 | — | $652.9M | ||
| Q4 25 | $4.2B | $850.0M | ||
| Q3 25 | $3.8B | $370.6M | ||
| Q2 25 | $4.1B | $130.2M | ||
| Q1 25 | $3.9B | $377.8M | ||
| Q4 24 | $4.0B | $487.2M | ||
| Q3 24 | $4.4B | $256.4M | ||
| Q2 24 | $2.0B | $246.8M |
总债务
EW
TMHC
| Q1 26 | — | — | ||
| 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
EW
TMHC
| Q1 26 | — | $6.2B | ||
| Q4 25 | $10.3B | $6.3B | ||
| Q3 25 | $10.2B | $6.2B | ||
| Q2 25 | $10.5B | $6.1B | ||
| Q1 25 | $10.1B | $6.0B | ||
| Q4 24 | $10.0B | $5.9B | ||
| Q3 24 | $9.5B | $5.7B | ||
| Q2 24 | $7.4B | $5.5B |
总资产
EW
TMHC
| Q1 26 | — | $9.8B | ||
| Q4 25 | $13.7B | $9.8B | ||
| Q3 25 | $13.3B | $9.6B | ||
| Q2 25 | $13.5B | $9.5B | ||
| Q1 25 | $13.0B | $9.4B | ||
| Q4 24 | $13.1B | $9.3B | ||
| Q3 24 | $13.0B | $9.3B | ||
| Q2 24 | $10.1B | $9.1B |
负债/权益比
EW
TMHC
| Q1 26 | — | — | ||
| 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
EW
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% |