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1 800 FLOWERS COM INC（FLWS）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1 800 FLOWERS COM INC的2.0倍（$1.4B vs $702.2M），1 800 FLOWERS COM INC净利率更高（10.0% vs 7.1%，领先2.9%），1 800 FLOWERS COM INC同比增速更快（-9.5% vs -26.8%），过去两年1 800 FLOWERS COM INC的营收复合增速更高（-7.6% vs -16.5%）
1 800 FLOWERS COM INC是美国知名的全渠道鲜花礼品零售企业，主营鲜花花束、礼品篮、美食礼盒、定制礼物及家居装饰品，服务北美地区个人及企业客户，覆盖节日、生日、纪念日等各类送礼场景。
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。
FLWS vs TMHC — 直观对比
营收规模更大
TMHC
是对方的2.0倍
$702.2M
营收增速更快
FLWS
高出17.4%
-26.8%
净利率更高
FLWS
高出2.9%
7.1%
两年增速更快
FLWS
近两年复合增速
-16.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $702.2M | $1.4B |
| 净利润 | $70.6M | $98.6M |
| 毛利率 | 42.1% | 21.0% |
| 营业利润率 | 10.6% | — |
| 净利率 | 10.0% | 7.1% |
| 营收同比 | -9.5% | -26.8% |
| 净利润同比 | 9.6% | -53.8% |
| 每股收益（稀释后） | $1.10 | $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FLWSTMHC
| Q1 26 | — | $1.4B | ||
| Q4 25 | $702.2M | $2.1B | ||
| Q3 25 | $215.2M | $2.1B | ||
| Q2 25 | $336.6M | $2.0B | ||
| Q1 25 | $331.5M | $1.9B | ||
| Q4 24 | $775.5M | $2.4B | ||
| Q3 24 | $242.1M | $2.1B | ||
| Q2 24 | — | $2.0B |
净利润FLWSTMHC
| Q1 26 | — | $98.6M | ||
| Q4 25 | $70.6M | $174.0M | ||
| Q3 25 | $-53.0M | $201.4M | ||
| Q2 25 | $-51.9M | $193.6M | ||
| Q1 25 | $-178.2M | $213.5M | ||
| Q4 24 | $64.3M | $242.5M | ||
| Q3 24 | $-34.2M | $251.1M | ||
| Q2 24 | — | $199.5M |
毛利率FLWSTMHC
| Q1 26 | — | 21.0% | ||
| Q4 25 | 42.1% | 22.0% | ||
| Q3 25 | 35.7% | 22.7% | ||
| Q2 25 | 35.5% | 23.0% | ||
| Q1 25 | 31.7% | 24.4% | ||
| Q4 24 | 43.3% | 23.9% | ||
| Q3 24 | 38.1% | 25.0% | ||
| Q2 24 | — | 23.7% |
营业利润率FLWSTMHC
| Q1 26 | — | — | ||
| Q4 25 | 10.6% | — | ||
| Q3 25 | -23.5% | — | ||
| Q2 25 | -16.5% | — | ||
| Q1 25 | -58.4% | — | ||
| Q4 24 | 11.7% | — | ||
| Q3 24 | -19.4% | — | ||
| Q2 24 | — | — |
净利率FLWSTMHC
| Q1 26 | — | 7.1% | ||
| Q4 25 | 10.0% | 8.3% | ||
| Q3 25 | -24.6% | 9.6% | ||
| Q2 25 | -15.4% | 9.5% | ||
| Q1 25 | -53.8% | 11.3% | ||
| Q4 24 | 8.3% | 10.3% | ||
| Q3 24 | -14.1% | 11.8% | ||
| Q2 24 | — | 10.0% |
每股收益（稀释后）FLWSTMHC
| Q1 26 | — | $1.12 | ||
| Q4 25 | $1.10 | $1.77 | ||
| Q3 25 | $-0.83 | $2.01 | ||
| Q2 25 | $-0.80 | $1.92 | ||
| Q1 25 | $-2.80 | $2.07 | ||
| Q4 24 | $1.00 | $2.29 | ||
| Q3 24 | $-0.53 | $2.37 | ||
| Q2 24 | — | $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 | $193.3M | $652.9M |
| 总债务越低越好 | $123.5M | — |
| 股东权益账面价值 | $289.7M | $6.2B |
| 总资产 | $893.1M | $9.8B |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势，按日历期对齐
现金及短期投资FLWSTMHC
| Q1 26 | — | $652.9M | ||
| Q4 25 | $193.3M | $850.0M | ||
| Q3 25 | $7.7M | $370.6M | ||
| Q2 25 | $46.5M | $130.2M | ||
| Q1 25 | $84.7M | $377.8M | ||
| Q4 24 | $247.2M | $487.2M | ||
| Q3 24 | $8.4M | $256.4M | ||
| Q2 24 | — | $246.8M |
总债务FLWSTMHC
| Q1 26 | — | — | ||
| Q4 25 | $123.5M | $2.3B | ||
| Q3 25 | $128.9M | $2.2B | ||
| Q2 25 | $134.8M | $2.1B | ||
| Q1 25 | $142.3M | $2.1B | ||
| Q4 24 | $157.5M | $2.1B | ||
| Q3 24 | $172.3M | $2.1B | ||
| Q2 24 | — | $2.2B |
股东权益FLWSTMHC
| Q1 26 | — | $6.2B | ||
| Q4 25 | $289.7M | $6.3B | ||
| Q3 25 | $217.5M | $6.2B | ||
| Q2 25 | $268.3M | $6.1B | ||
| Q1 25 | $317.7M | $6.0B | ||
| Q4 24 | $495.1M | $5.9B | ||
| Q3 24 | $433.4M | $5.7B | ||
| Q2 24 | — | $5.5B |
总资产FLWSTMHC
| Q1 26 | — | $9.8B | ||
| Q4 25 | $893.1M | $9.8B | ||
| Q3 25 | $840.5M | $9.6B | ||
| Q2 25 | $772.6M | $9.5B | ||
| Q1 25 | $806.2M | $9.4B | ||
| Q4 24 | $1.1B | $9.3B | ||
| Q3 24 | $1.0B | $9.3B | ||
| Q2 24 | — | $9.1B |
负债/权益比FLWSTMHC
| Q1 26 | — | — | ||
| Q4 25 | 0.43× | 0.36× | ||
| Q3 25 | 0.59× | 0.35× | ||
| Q2 25 | 0.50× | 0.35× | ||
| Q1 25 | 0.45× | 0.35× | ||
| Q4 24 | 0.32× | 0.36× | ||
| Q3 24 | 0.40× | 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 | $309.9M | — |
| 自由现金流经营现金流 - 资本支出 | $302.2M | — |
| 自由现金流率自由现金流/营收 | 43.0% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 现金转化率经营现金流/净利润 | 4.39× | — |
| 过去12个月自由现金流最近4个季度 | $-39.5M | — |
8季度趋势，按日历期对齐
经营现金流FLWSTMHC
| Q1 26 | — | — | ||
| Q4 25 | $309.9M | $646.4M | ||
| Q3 25 | $-139.0M | $219.6M | ||
| Q2 25 | $-27.1M | $-126.0M | ||
| Q1 25 | $-150.6M | $77.2M | ||
| Q4 24 | $328.5M | $438.2M | ||
| Q3 24 | $-177.2M | $135.9M | ||
| Q2 24 | — | $-233.3M |
自由现金流FLWSTMHC
| Q1 26 | — | — | ||
| Q4 25 | $302.2M | $635.3M | ||
| Q3 25 | $-145.6M | $206.6M | ||
| Q2 25 | $-36.1M | $-133.6M | ||
| Q1 25 | $-160.0M | $68.7M | ||
| Q4 24 | $317.6M | $428.2M | ||
| Q3 24 | $-189.3M | $127.1M | ||
| Q2 24 | — | $-241.7M |
自由现金流率FLWSTMHC
| Q1 26 | — | — | ||
| Q4 25 | 43.0% | 30.3% | ||
| Q3 25 | -67.7% | 9.9% | ||
| Q2 25 | -10.7% | -6.6% | ||
| Q1 25 | -48.3% | 3.6% | ||
| Q4 24 | 41.0% | 18.2% | ||
| Q3 24 | -78.2% | 6.0% | ||
| Q2 24 | — | -12.1% |
资本支出强度FLWSTMHC
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 0.5% | ||
| Q3 25 | 3.1% | 0.6% | ||
| Q2 25 | 2.7% | 0.4% | ||
| Q1 25 | 2.8% | 0.4% | ||
| Q4 24 | 1.4% | 0.4% | ||
| Q3 24 | 5.0% | 0.4% | ||
| Q2 24 | — | 0.4% |
现金转化率FLWSTMHC
| Q1 26 | — | — | ||
| Q4 25 | 4.39× | 3.71× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | -0.65× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | 5.11× | 1.81× | ||
| Q3 24 | — | 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
FLWS
| Gourmet Foods And Gift Baskets | $499.0M | 71% |
| Ecommerce | $179.5M | 26% |
| Bloom Net | $22.1M | 3% |
| Other | $1.7M | 0% |
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% |
