vs
Forestar Group Inc.（FOR）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是Forestar Group Inc.的2.2倍（$588.0M vs $273.0M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs 5.6%，领先9.4%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs 9.0%），过去两年Simpson Manufacturing Co., Inc.的营收复合增速更高（-0.8% 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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
FOR vs SSD — 直观对比
营收规模更大
SSD
是对方的2.2倍
$273.0M
营收增速更快
SSD
高出0.1%
9.0%
净利率更高
SSD
高出9.4%
5.6%
两年增速更快
SSD
近两年复合增速
-9.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $273.0M | $588.0M |
| 净利润 | $15.4M | $88.2M |
| 毛利率 | 20.1% | 45.2% |
| 营业利润率 | 7.6% | 19.5% |
| 净利率 | 5.6% | 15.0% |
| 营收同比 | 9.0% | 9.1% |
| 净利润同比 | -6.7% | 13.3% |
| 每股收益（稀释后） | $0.30 | $2.13 |
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FORSSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $273.0M | $539.3M | ||
| Q3 25 | $670.5M | $623.5M | ||
| Q2 25 | $390.5M | $631.1M | ||
| Q1 25 | $351.0M | $538.9M | ||
| Q4 24 | $250.4M | $517.4M | ||
| Q3 24 | $551.3M | $587.2M | ||
| Q2 24 | $318.4M | $597.0M |
净利润FORSSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | $15.4M | $56.2M | ||
| Q3 25 | $86.9M | $107.4M | ||
| Q2 25 | $32.9M | $103.5M | ||
| Q1 25 | $31.6M | $77.9M | ||
| Q4 24 | $16.5M | $55.4M | ||
| Q3 24 | $81.5M | $93.5M | ||
| Q2 24 | $38.7M | $97.8M |
毛利率FORSSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | 20.1% | 43.4% | ||
| Q3 25 | 22.3% | 46.4% | ||
| Q2 25 | 20.4% | 46.7% | ||
| Q1 25 | 22.6% | 46.8% | ||
| Q4 24 | 22.0% | 44.0% | ||
| Q3 24 | 23.9% | 46.8% | ||
| Q2 24 | 22.5% | 46.7% |
营业利润率FORSSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | 7.6% | 13.9% | ||
| Q3 25 | 16.9% | 22.6% | ||
| Q2 25 | 11.2% | 22.2% | ||
| Q1 25 | 11.6% | 19.0% | ||
| Q4 24 | 8.7% | 14.8% | ||
| Q3 24 | 19.7% | 21.3% | ||
| Q2 24 | 16.2% | 22.1% |
净利率FORSSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | 5.6% | 10.4% | ||
| Q3 25 | 13.0% | 17.2% | ||
| Q2 25 | 8.4% | 16.4% | ||
| Q1 25 | 9.0% | 14.5% | ||
| Q4 24 | 6.6% | 10.7% | ||
| Q3 24 | 14.8% | 15.9% | ||
| Q2 24 | 12.2% | 16.4% |
每股收益（稀释后）FORSSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | $0.30 | $1.34 | ||
| Q3 25 | $1.70 | $2.58 | ||
| Q2 25 | $0.65 | $2.47 | ||
| Q1 25 | $0.62 | $1.85 | ||
| Q4 24 | $0.32 | $1.31 | ||
| Q3 24 | $1.59 | $2.21 | ||
| Q2 24 | $0.76 | $2.31 |
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 | $341.0M |
| 总债务越低越好 | $793.2M | — |
| 股东权益账面价值 | $1.8B | $2.1B |
| 总资产 | $3.2B | $3.0B |
| 负债/权益比越低杠杆越低 | 0.44× | — |
8季度趋势，按日历期对齐
现金及短期投资FORSSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $211.7M | $384.1M | ||
| Q3 25 | $379.2M | $297.3M | ||
| Q2 25 | $189.2M | $190.4M | ||
| Q1 25 | $174.3M | $150.3M | ||
| Q4 24 | $132.0M | $239.4M | ||
| Q3 24 | $481.2M | $339.4M | ||
| Q2 24 | $359.2M | $354.9M |
总债务FORSSD
| Q1 26 | — | — | ||
| Q4 25 | $793.2M | $300.0M | ||
| Q3 25 | $802.7M | $371.3M | ||
| Q2 25 | $872.8M | $376.9M | ||
| Q1 25 | $872.5M | $382.5M | ||
| Q4 24 | $806.8M | $388.1M | ||
| Q3 24 | $706.4M | $393.8M | ||
| Q2 24 | $706.1M | $399.4M |
股东权益FORSSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.8B | $2.0B | ||
| Q3 25 | $1.8B | $2.0B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.6B | $1.9B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.6B | $1.9B | ||
| Q2 24 | $1.5B | $1.8B |
总资产FORSSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $3.2B | $3.1B | ||
| Q3 25 | $3.1B | $3.0B | ||
| Q2 25 | $3.1B | $3.0B | ||
| Q1 25 | $3.0B | $2.8B | ||
| Q4 24 | $3.0B | $2.7B | ||
| Q3 24 | $2.8B | $2.9B | ||
| Q2 24 | $2.7B | $2.8B |
负债/权益比FORSSD
| Q1 26 | — | — | ||
| Q4 25 | 0.44× | 0.15× | ||
| Q3 25 | 0.45× | 0.19× | ||
| Q2 25 | 0.52× | 0.20× | ||
| Q1 25 | 0.53× | 0.21× | ||
| Q4 24 | 0.50× | 0.21× | ||
| Q3 24 | 0.44× | 0.21× | ||
| Q2 24 | 0.47× | 0.23× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-157.1M | — |
| 自由现金流率自由现金流/营收 | -57.5% | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 现金转化率经营现金流/净利润 | -10.19× | — |
| 过去12个月自由现金流最近4个季度 | $93.0M | — |
8季度趋势，按日历期对齐
经营现金流FORSSD
| Q1 26 | — | — | ||
| Q4 25 | $-157.0M | $155.7M | ||
| Q3 25 | $256.3M | $170.2M | ||
| Q2 25 | $15.8M | $125.2M | ||
| Q1 25 | $-19.8M | $7.6M | ||
| Q4 24 | $-450.0M | $115.8M | ||
| Q3 24 | $119.2M | $103.3M | ||
| Q2 24 | $-61.7M | $111.1M |
自由现金流FORSSD
| Q1 26 | — | — | ||
| Q4 25 | $-157.1M | $119.0M | ||
| Q3 25 | $255.6M | $133.9M | ||
| Q2 25 | $15.0M | $87.3M | ||
| Q1 25 | $-20.5M | $-42.6M | ||
| Q4 24 | — | $60.3M | ||
| Q3 24 | $118.4M | $58.1M | ||
| Q2 24 | $-62.3M | $70.9M |
自由现金流率FORSSD
| Q1 26 | — | — | ||
| Q4 25 | -57.5% | 22.1% | ||
| Q3 25 | 38.1% | 21.5% | ||
| Q2 25 | 3.8% | 13.8% | ||
| Q1 25 | -5.8% | -7.9% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | 21.5% | 9.9% | ||
| Q2 24 | -19.6% | 11.9% |
资本支出强度FORSSD
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 6.8% | ||
| Q3 25 | 0.1% | 5.8% | ||
| Q2 25 | 0.2% | 6.0% | ||
| Q1 25 | 0.2% | 9.3% | ||
| Q4 24 | 0.0% | 10.7% | ||
| Q3 24 | 0.1% | 7.7% | ||
| Q2 24 | 0.2% | 6.7% |
现金转化率FORSSD
| Q1 26 | — | — | ||
| Q4 25 | -10.19× | 2.77× | ||
| Q3 25 | 2.95× | 1.58× | ||
| Q2 25 | 0.48× | 1.21× | ||
| Q1 25 | -0.63× | 0.10× | ||
| Q4 24 | -27.27× | 2.09× | ||
| Q3 24 | 1.46× | 1.10× | ||
| Q2 24 | -1.59× | 1.14× |
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% |
SSD
暂无分部数据
