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Forestar Group Inc.（FOR）与NETSCOUT SYSTEMS INC（NTCT）财务数据对比。点击上方公司名可切换其他公司
Forestar Group Inc.的季度营收约是NETSCOUT SYSTEMS INC的1.1倍（$273.0M vs $250.7M），NETSCOUT SYSTEMS INC净利率更高（22.0% vs 5.6%，领先16.4%），Forestar Group Inc.同比增速更快（9.0% vs -0.5%），NETSCOUT SYSTEMS INC自由现金流更多（$59.3M vs $-157.1M），过去两年NETSCOUT SYSTEMS INC的营收复合增速更高（11.0% vs -9.6%）
福雷斯特集团是一家住宅地块开发企业，总部位于得克萨斯州阿灵顿，业务覆盖美国21个州的51个市场。截至2020年12月31日的12个月内，该公司交付了11518块住宅地块，目前在纽约证券交易所上市，自2002年起就是美国规模最大的住宅建筑商D.R. Horton的控股子公司。
NETSCOUT SYSTEMS INC是美国科技企业，1984年由阿尼尔·辛哈尔与纳伦德拉·波帕特创立，前身为Frontier Software，总部位于马萨诸塞州韦斯特福德。公司专注于软件可观测性、深度数据包检测、DDoS防护及AIOps领域，为客户提供相关技术解决方案。
FOR vs NTCT — 直观对比
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $273.0M | $250.7M |
| 净利润 | $15.4M | $55.1M |
| 毛利率 | 20.1% | 81.6% |
| 营业利润率 | 7.6% | 25.7% |
| 净利率 | 5.6% | 22.0% |
| 营收同比 | 9.0% | -0.5% |
| 净利润同比 | -6.7% | 13.0% |
| 每股收益（稀释后） | $0.30 | $0.75 |
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
| Q4 25 | $273.0M | $250.7M | ||
| Q3 25 | $670.5M | $219.0M | ||
| Q2 25 | $390.5M | $186.7M | ||
| Q1 25 | $351.0M | $205.0M | ||
| Q4 24 | $250.4M | $252.0M | ||
| Q3 24 | $551.3M | $191.1M | ||
| Q2 24 | $318.4M | $174.6M | ||
| Q1 24 | $333.8M | $203.4M |
| Q4 25 | $15.4M | $55.1M | ||
| Q3 25 | $86.9M | $25.8M | ||
| Q2 25 | $32.9M | $-3.7M | ||
| Q1 25 | $31.6M | $18.6M | ||
| Q4 24 | $16.5M | $48.8M | ||
| Q3 24 | $81.5M | $9.0M | ||
| Q2 24 | $38.7M | $-443.4M | ||
| Q1 24 | $45.0M | $-32.4M |
| Q4 25 | 20.1% | 81.6% | ||
| Q3 25 | 22.3% | 80.1% | ||
| Q2 25 | 20.4% | 76.7% | ||
| Q1 25 | 22.6% | 77.7% | ||
| Q4 24 | 22.0% | 81.5% | ||
| Q3 24 | 23.9% | 78.0% | ||
| Q2 24 | 22.5% | 74.6% | ||
| Q1 24 | 24.9% | 75.3% |
| Q4 25 | 7.6% | 25.7% | ||
| Q3 25 | 16.9% | 14.8% | ||
| Q2 25 | 11.2% | -3.5% | ||
| Q1 25 | 11.6% | 9.7% | ||
| Q4 24 | 8.7% | 24.5% | ||
| Q3 24 | 19.7% | 7.4% | ||
| Q2 24 | 16.2% | -265.4% | ||
| Q1 24 | 17.6% | -18.2% |
| Q4 25 | 5.6% | 22.0% | ||
| Q3 25 | 13.0% | 11.8% | ||
| Q2 25 | 8.4% | -2.0% | ||
| Q1 25 | 9.0% | 9.1% | ||
| Q4 24 | 6.6% | 19.4% | ||
| Q3 24 | 14.8% | 4.7% | ||
| Q2 24 | 12.2% | -254.0% | ||
| Q1 24 | 13.5% | -15.9% |
| Q4 25 | $0.30 | $0.75 | ||
| Q3 25 | $1.70 | $0.35 | ||
| Q2 25 | $0.65 | $-0.05 | ||
| Q1 25 | $0.62 | $0.28 | ||
| Q4 24 | $0.32 | $0.67 | ||
| Q3 24 | $1.59 | $0.13 | ||
| Q2 24 | $0.76 | $-6.20 | ||
| Q1 24 | $0.89 | $-0.43 |
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 | $211.7M | $540.6M |
| 总债务越低越好 | $793.2M | — |
| 股东权益账面价值 | $1.8B | $1.6B |
| 总资产 | $3.2B | $2.3B |
| 负债/权益比越低杠杆越低 | 0.44× | — |
8季度趋势，按日历期对齐
| Q4 25 | $211.7M | $540.6M | ||
| Q3 25 | $379.2M | $483.4M | ||
| Q2 25 | $189.2M | $489.6M | ||
| Q1 25 | $174.3M | $457.4M | ||
| Q4 24 | $132.0M | $398.4M | ||
| Q3 24 | $481.2M | $363.4M | ||
| Q2 24 | $359.2M | $362.2M | ||
| Q1 24 | $416.2M | $389.7M |
| Q4 25 | $793.2M | — | ||
| Q3 25 | $802.7M | — | ||
| Q2 25 | $872.8M | — | ||
| Q1 25 | $872.5M | — | ||
| Q4 24 | $806.8M | — | ||
| Q3 24 | $706.4M | — | ||
| Q2 24 | $706.1M | — | ||
| Q1 24 | $705.7M | — |
| Q4 25 | $1.8B | $1.6B | ||
| Q3 25 | $1.8B | $1.6B | ||
| Q2 25 | $1.7B | $1.5B | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.5B | $1.4B | ||
| Q1 24 | $1.5B | $1.9B |
| Q4 25 | $3.2B | $2.3B | ||
| Q3 25 | $3.1B | $2.2B | ||
| Q2 25 | $3.1B | $2.2B | ||
| Q1 25 | $3.0B | $2.2B | ||
| Q4 24 | $3.0B | $2.2B | ||
| Q3 24 | $2.8B | $2.1B | ||
| Q2 24 | $2.7B | $2.1B | ||
| Q1 24 | $2.6B | $2.6B |
| Q4 25 | 0.44× | — | ||
| Q3 25 | 0.45× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 0.44× | — | ||
| Q2 24 | 0.47× | — | ||
| Q1 24 | 0.48× | — |
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 | $-157.0M | $62.1M |
| 自由现金流经营现金流 - 资本支出 | $-157.1M | $59.3M |
| 自由现金流率自由现金流/营收 | -57.5% | 23.6% |
| 资本支出强度资本支出/营收 | 0.0% | 1.1% |
| 现金转化率经营现金流/净利润 | -10.19× | 1.13× |
| 过去12个月自由现金流最近4个季度 | $93.0M | $275.5M |
8季度趋势，按日历期对齐
| Q4 25 | $-157.0M | $62.1M | ||
| Q3 25 | $256.3M | $6.7M | ||
| Q2 25 | $15.8M | $73.6M | ||
| Q1 25 | $-19.8M | $141.5M | ||
| Q4 24 | $-450.0M | $41.5M | ||
| Q3 24 | $119.2M | $-3.7M | ||
| Q2 24 | $-61.7M | $38.4M | ||
| Q1 24 | $-59.2M | $93.6M |
| Q4 25 | $-157.1M | $59.3M | ||
| Q3 25 | $255.6M | $4.4M | ||
| Q2 25 | $15.0M | $71.7M | ||
| Q1 25 | $-20.5M | $140.1M | ||
| Q4 24 | — | $39.6M | ||
| Q3 24 | $118.4M | $-4.6M | ||
| Q2 24 | $-62.3M | $37.2M | ||
| Q1 24 | $-59.8M | $92.0M |
| Q4 25 | -57.5% | 23.6% | ||
| Q3 25 | 38.1% | 2.0% | ||
| Q2 25 | 3.8% | 38.4% | ||
| Q1 25 | -5.8% | 68.4% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | 21.5% | -2.4% | ||
| Q2 24 | -19.6% | 21.3% | ||
| Q1 24 | -17.9% | 45.2% |
| Q4 25 | 0.0% | 1.1% | ||
| Q3 25 | 0.1% | 1.0% | ||
| Q2 25 | 0.2% | 1.0% | ||
| Q1 25 | 0.2% | 0.7% | ||
| Q4 24 | 0.0% | 0.7% | ||
| Q3 24 | 0.1% | 0.5% | ||
| Q2 24 | 0.2% | 0.7% | ||
| Q1 24 | 0.2% | 0.8% |
| Q4 25 | -10.19× | 1.13× | ||
| Q3 25 | 2.95× | 0.26× | ||
| Q2 25 | 0.48× | — | ||
| Q1 25 | -0.63× | 7.60× | ||
| Q4 24 | -27.27× | 0.85× | ||
| Q3 24 | 1.46× | -0.41× | ||
| Q2 24 | -1.59× | — | ||
| Q1 24 | -1.32× | — |
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
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
NTCT
| Services | $129.0M | 51% |
| Products | $121.7M | 49% |
