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GoDaddy（GDDY）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GoDaddy的1.1倍（$1.4B vs $1.3B），GoDaddy净利率更高（19.2% vs 7.1%，领先12.1%），GoDaddy同比增速更快（6.8% vs -26.8%），过去两年GoDaddy的营收复合增速更高（7.2% vs -16.5%）
GoDaddy是美国上市的互联网域名注册管理、域名服务及网络托管服务商，总部位于亚利桑那州坦佩。2023年按市场份额计为全球第五大网络主机服务商，管理超6200万个注册域名，旗下2000万用户中绝大多数为中小微企业，是全球领先的互联网基础服务供应商。
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。
GDDY vs TMHC — 直观对比
营收规模更大
TMHC
是对方的1.1倍
$1.3B
营收增速更快
GDDY
高出33.7%
-26.8%
净利率更高
GDDY
高出12.1%
7.1%
两年增速更快
GDDY
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $245.1M | $98.6M |
| 毛利率 | — | 21.0% |
| 营业利润率 | 24.9% | — |
| 净利率 | 19.2% | 7.1% |
| 营收同比 | 6.8% | -26.8% |
| 净利润同比 | 23.4% | -53.8% |
| 每股收益（稀释后） | — | $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GDDYTMHC
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.2B | $2.0B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.1B | $2.1B | ||
| Q2 24 | $1.1B | $2.0B |
净利润GDDYTMHC
| Q1 26 | — | $98.6M | ||
| Q4 25 | $245.1M | $174.0M | ||
| Q3 25 | $210.5M | $201.4M | ||
| Q2 25 | $199.9M | $193.6M | ||
| Q1 25 | $219.5M | $213.5M | ||
| Q4 24 | $198.6M | $242.5M | ||
| Q3 24 | $190.5M | $251.1M | ||
| Q2 24 | $146.3M | $199.5M |
毛利率GDDYTMHC
| Q1 26 | — | 21.0% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 23.0% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 23.9% | ||
| Q3 24 | — | 25.0% | ||
| Q2 24 | — | 23.7% |
营业利润率GDDYTMHC
| Q1 26 | — | — | ||
| Q4 25 | 24.9% | — | ||
| Q3 25 | 23.4% | — | ||
| Q2 25 | 21.9% | — | ||
| Q1 25 | 20.7% | — | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 22.1% | — | ||
| Q2 24 | 18.5% | — |
净利率GDDYTMHC
| Q1 26 | — | 7.1% | ||
| Q4 25 | 19.2% | 8.3% | ||
| Q3 25 | 16.6% | 9.6% | ||
| Q2 25 | 16.4% | 9.5% | ||
| Q1 25 | 18.4% | 11.3% | ||
| Q4 24 | 16.7% | 10.3% | ||
| Q3 24 | 16.6% | 11.8% | ||
| Q2 24 | 13.0% | 10.0% |
每股收益（稀释后）GDDYTMHC
| Q1 26 | — | $1.12 | ||
| Q4 25 | — | $1.77 | ||
| Q3 25 | $1.51 | $2.01 | ||
| Q2 25 | $1.41 | $1.92 | ||
| Q1 25 | — | $2.07 | ||
| Q4 24 | — | $2.29 | ||
| Q3 24 | $1.32 | $2.37 | ||
| Q2 24 | $1.01 | $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 | $215.1M | $6.2B |
| 总资产 | $8.0B | $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GDDYTMHC
| Q1 26 | — | $652.9M | ||
| Q4 25 | — | $850.0M | ||
| Q3 25 | — | $370.6M | ||
| Q2 25 | — | $130.2M | ||
| Q1 25 | — | $377.8M | ||
| Q4 24 | — | $487.2M | ||
| Q3 24 | — | $256.4M | ||
| Q2 24 | — | $246.8M |
总债务GDDYTMHC
| 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GDDYTMHC
| Q1 26 | — | $6.2B | ||
| Q4 25 | $215.1M | $6.3B | ||
| Q3 25 | $91.8M | $6.2B | ||
| Q2 25 | $404.4M | $6.1B | ||
| Q1 25 | $199.7M | $6.0B | ||
| Q4 24 | $692.1M | $5.9B | ||
| Q3 24 | $356.7M | $5.7B | ||
| Q2 24 | $157.0M | $5.5B |
总资产GDDYTMHC
| Q1 26 | — | $9.8B | ||
| Q4 25 | $8.0B | $9.8B | ||
| Q3 25 | $8.0B | $9.6B | ||
| Q2 25 | $8.3B | $9.5B | ||
| Q1 25 | $7.8B | $9.4B | ||
| Q4 24 | $8.2B | $9.3B | ||
| Q3 24 | $8.0B | $9.3B | ||
| Q2 24 | $7.7B | $9.1B |
负债/权益比GDDYTMHC
| 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× |
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 | $370.6M | — |
| 自由现金流经营现金流 - 资本支出 | $363.7M | — |
| 自由现金流率自由现金流/营收 | 28.6% | — |
| 资本支出强度资本支出/营收 | 0.5% | — |
| 现金转化率经营现金流/净利润 | 1.51× | — |
| 过去12个月自由现金流最近4个季度 | $1.6B | — |
8季度趋势，按日历期对齐
经营现金流GDDYTMHC
| Q1 26 | — | — | ||
| Q4 25 | $370.6M | $646.4M | ||
| Q3 25 | $444.2M | $219.6M | ||
| Q2 25 | $379.9M | $-126.0M | ||
| Q1 25 | $404.7M | $77.2M | ||
| Q4 24 | $340.5M | $438.2M | ||
| Q3 24 | $355.2M | $135.9M | ||
| Q2 24 | $294.8M | $-233.3M |
自由现金流GDDYTMHC
| Q1 26 | — | — | ||
| Q4 25 | $363.7M | $635.3M | ||
| Q3 25 | $434.9M | $206.6M | ||
| Q2 25 | $375.8M | $-133.6M | ||
| Q1 25 | $401.1M | $68.7M | ||
| Q4 24 | $326.1M | $428.2M | ||
| Q3 24 | $350.2M | $127.1M | ||
| Q2 24 | $292.0M | $-241.7M |
自由现金流率GDDYTMHC
| Q1 26 | — | — | ||
| Q4 25 | 28.6% | 30.3% | ||
| Q3 25 | 34.4% | 9.9% | ||
| Q2 25 | 30.9% | -6.6% | ||
| Q1 25 | 33.6% | 3.6% | ||
| Q4 24 | 27.3% | 18.2% | ||
| Q3 24 | 30.5% | 6.0% | ||
| Q2 24 | 26.0% | -12.1% |
资本支出强度GDDYTMHC
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.5% | ||
| Q3 25 | 0.7% | 0.6% | ||
| Q2 25 | 0.3% | 0.4% | ||
| Q1 25 | 0.3% | 0.4% | ||
| Q4 24 | 1.2% | 0.4% | ||
| Q3 24 | 0.4% | 0.4% | ||
| Q2 24 | 0.2% | 0.4% |
现金转化率GDDYTMHC
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | 3.71× | ||
| Q3 25 | 2.11× | 1.09× | ||
| Q2 25 | 1.90× | -0.65× | ||
| Q1 25 | 1.84× | 0.36× | ||
| Q4 24 | 1.71× | 1.81× | ||
| Q3 24 | 1.86× | 0.54× | ||
| Q2 24 | 2.02× | -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
GDDY
| Domains | $586.5M | 46% |
| Applications And Commerce | $497.7M | 39% |
| Other | $189.7M | 15% |
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% |
