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FRESH DEL MONTE PRODUCE INC（FDP）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FRESH DEL MONTE PRODUCE INC的1.3倍（$1.4B vs $1.0B），Taylor Morrison Home Corp净利率更高（7.1% vs 1.0%，领先6.1%），FRESH DEL MONTE PRODUCE INC同比增速更快（-4.9% vs -26.8%），过去两年FRESH DEL MONTE PRODUCE INC的营收复合增速更高（-4.3% vs -16.5%）
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
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。
FDP vs TMHC — 直观对比
营收规模更大
TMHC
是对方的1.3倍
$1.0B
营收增速更快
FDP
高出21.9%
-26.8%
净利率更高
TMHC
高出6.1%
1.0%
两年增速更快
FDP
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.4B |
| 净利润 | $10.7M | $98.6M |
| 毛利率 | 8.5% | 21.0% |
| 营业利润率 | 1.9% | — |
| 净利率 | 1.0% | 7.1% |
| 营收同比 | -4.9% | -26.8% |
| 净利润同比 | -67.8% | -53.8% |
| 每股收益（稀释后） | $0.21 | $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FDPTMHC
| Q1 26 | $1.0B | $1.4B | ||
| Q4 25 | $1.0B | $2.1B | ||
| Q3 25 | $1.0B | $2.1B | ||
| Q2 25 | $1.2B | $2.0B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.0B | $2.4B | ||
| Q3 24 | $1.0B | $2.1B | ||
| Q2 24 | $1.1B | $2.0B |
净利润FDPTMHC
| Q1 26 | $10.7M | $98.6M | ||
| Q4 25 | $32.3M | $174.0M | ||
| Q3 25 | $-29.1M | $201.4M | ||
| Q2 25 | $56.8M | $193.6M | ||
| Q1 25 | $31.1M | $213.5M | ||
| Q4 24 | $20.3M | $242.5M | ||
| Q3 24 | $42.1M | $251.1M | ||
| Q2 24 | $53.6M | $199.5M |
毛利率FDPTMHC
| Q1 26 | 8.5% | 21.0% | ||
| Q4 25 | 10.4% | 22.0% | ||
| Q3 25 | 7.9% | 22.7% | ||
| Q2 25 | 10.2% | 23.0% | ||
| Q1 25 | 8.4% | 24.4% | ||
| Q4 24 | 6.8% | 23.9% | ||
| Q3 24 | 9.2% | 25.0% | ||
| Q2 24 | 9.9% | 23.7% |
营业利润率FDPTMHC
| Q1 26 | 1.9% | — | ||
| Q4 25 | 4.5% | — | ||
| Q3 25 | -2.1% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 4.1% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 6.0% | — |
净利率FDPTMHC
| Q1 26 | 1.0% | 7.1% | ||
| Q4 25 | 3.2% | 8.3% | ||
| Q3 25 | -2.8% | 9.6% | ||
| Q2 25 | 4.8% | 9.5% | ||
| Q1 25 | 2.8% | 11.3% | ||
| Q4 24 | 2.0% | 10.3% | ||
| Q3 24 | 4.1% | 11.8% | ||
| Q2 24 | 4.7% | 10.0% |
每股收益（稀释后）FDPTMHC
| Q1 26 | $0.21 | $1.12 | ||
| Q4 25 | $0.67 | $1.77 | ||
| Q3 25 | $-0.61 | $2.01 | ||
| Q2 25 | $1.18 | $1.92 | ||
| Q1 25 | $0.64 | $2.07 | ||
| Q4 24 | $0.41 | $2.29 | ||
| Q3 24 | $0.88 | $2.37 | ||
| Q2 24 | $1.12 | $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 | $66.3M | $652.9M |
| 总债务越低越好 | $451.5M | — |
| 股东权益账面价值 | $2.0B | $6.2B |
| 总资产 | $3.4B | $9.8B |
| 负债/权益比越低杠杆越低 | 0.22× | — |
8季度趋势，按日历期对齐
现金及短期投资FDPTMHC
| Q1 26 | $66.3M | $652.9M | ||
| Q4 25 | $35.7M | $850.0M | ||
| Q3 25 | $97.2M | $370.6M | ||
| Q2 25 | $85.5M | $130.2M | ||
| Q1 25 | $34.4M | $377.8M | ||
| Q4 24 | $32.6M | $487.2M | ||
| Q3 24 | $50.8M | $256.4M | ||
| Q2 24 | $37.8M | $246.8M |
总债务FDPTMHC
| Q1 26 | $451.5M | — | ||
| Q4 25 | $176.2M | $2.3B | ||
| Q3 25 | $176.7M | $2.2B | ||
| Q2 25 | $205.2M | $2.1B | ||
| Q1 25 | $237.4M | $2.1B | ||
| Q4 24 | $248.9M | $2.1B | ||
| Q3 24 | $274.8M | $2.1B | ||
| Q2 24 | $290.4M | $2.2B |
股东权益FDPTMHC
| Q1 26 | $2.0B | $6.2B | ||
| Q4 25 | $2.0B | $6.3B | ||
| Q3 25 | $2.0B | $6.2B | ||
| Q2 25 | $2.1B | $6.1B | ||
| Q1 25 | $2.0B | $6.0B | ||
| Q4 24 | $2.0B | $5.9B | ||
| Q3 24 | $2.0B | $5.7B | ||
| Q2 24 | $2.0B | $5.5B |
总资产FDPTMHC
| Q1 26 | $3.4B | $9.8B | ||
| Q4 25 | $3.1B | $9.8B | ||
| Q3 25 | $3.1B | $9.6B | ||
| Q2 25 | $3.2B | $9.5B | ||
| Q1 25 | $3.2B | $9.4B | ||
| Q4 24 | $3.1B | $9.3B | ||
| Q3 24 | $3.2B | $9.3B | ||
| Q2 24 | $3.1B | $9.1B |
负债/权益比FDPTMHC
| Q1 26 | 0.22× | — | ||
| Q4 25 | 0.09× | 0.36× | ||
| Q3 25 | 0.09× | 0.35× | ||
| Q2 25 | 0.10× | 0.35× | ||
| Q1 25 | 0.12× | 0.35× | ||
| Q4 24 | 0.13× | 0.36× | ||
| Q3 24 | 0.14× | 0.37× | ||
| Q2 24 | 0.15× | 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 | $44.1M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 4.12× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流FDPTMHC
| Q1 26 | $44.1M | — | ||
| Q4 25 | $10.9M | $646.4M | ||
| Q3 25 | $75.0M | $219.6M | ||
| Q2 25 | $113.1M | $-126.0M | ||
| Q1 25 | $46.1M | $77.2M | ||
| Q4 24 | $-4.7M | $438.2M | ||
| Q3 24 | $43.5M | $135.9M | ||
| Q2 24 | $125.0M | $-233.3M |
自由现金流FDPTMHC
| Q1 26 | — | — | ||
| Q4 25 | $-17.2M | $635.3M | ||
| Q3 25 | $60.9M | $206.6M | ||
| Q2 25 | $101.5M | $-133.6M | ||
| Q1 25 | $36.1M | $68.7M | ||
| Q4 24 | $-22.3M | $428.2M | ||
| Q3 24 | $30.1M | $127.1M | ||
| Q2 24 | $117.0M | $-241.7M |
自由现金流率FDPTMHC
| Q1 26 | — | — | ||
| Q4 25 | -1.7% | 30.3% | ||
| Q3 25 | 6.0% | 9.9% | ||
| Q2 25 | 8.6% | -6.6% | ||
| Q1 25 | 3.3% | 3.6% | ||
| Q4 24 | -2.2% | 18.2% | ||
| Q3 24 | 3.0% | 6.0% | ||
| Q2 24 | 10.3% | -12.1% |
资本支出强度FDPTMHC
| Q1 26 | 1.4% | — | ||
| Q4 25 | 2.8% | 0.5% | ||
| Q3 25 | 1.4% | 0.6% | ||
| Q2 25 | 1.0% | 0.4% | ||
| Q1 25 | 0.9% | 0.4% | ||
| Q4 24 | 1.7% | 0.4% | ||
| Q3 24 | 1.3% | 0.4% | ||
| Q2 24 | 0.7% | 0.4% |
现金转化率FDPTMHC
| Q1 26 | 4.12× | — | ||
| Q4 25 | 0.34× | 3.71× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | 1.99× | -0.65× | ||
| Q1 25 | 1.48× | 0.36× | ||
| Q4 24 | -0.23× | 1.81× | ||
| Q3 24 | 1.03× | 0.54× | ||
| Q2 24 | 2.33× | -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
FDP
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% |
