vs
HOVNANIAN ENTERPRISES INC（HOV）与Qorvo, Inc.（QRVO）财务数据对比。点击上方公司名可切换其他公司
Qorvo, Inc.的季度营收约是HOVNANIAN ENTERPRISES INC的1.2倍（$993.0M vs $817.9M），Qorvo, Inc.净利率更高（16.5% vs -0.1%，领先16.6%），Qorvo, Inc.同比增速更快（8.4% vs -16.5%），Qorvo, Inc.自由现金流更多（$236.9M vs $164.0M），过去两年HOVNANIAN ENTERPRISES INC的营收复合增速更高（17.3% vs 2.7%）
霍夫纳尼安企业是美国知名房地产企业，业务覆盖住宅开发全流程，包含设计、建造与销售，产品线丰富，不仅开发独立独栋住宅，也开发联排别墅、公寓以及养老住宅等高密度居住物业。
Qorvo是一家美国跨国企业，专注于无线、有线及电源市场相关产品的研发与供应。该公司由TriQuint半导体与RF Micro Devices合并而来，合并计划于2014年公布，2015年1月1日正式完成，在纳斯达克挂牌上市，股票代码QRVO，原实行双总部制，2016年中起将北卡罗来纳州基地作为总部所在地。
HOV vs QRVO — 直观对比
营收规模更大
QRVO
是对方的1.2倍
$817.9M
营收增速更快
QRVO
高出24.9%
-16.5%
净利率更高
QRVO
高出16.6%
-0.1%
自由现金流更多
QRVO
多$72.9M
$164.0M
两年增速更快
HOV
近两年复合增速
2.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $817.9M | $993.0M |
| 净利润 | $-667.0K | $164.1M |
| 毛利率 | — | 46.7% |
| 营业利润率 | -0.5% | 19.4% |
| 净利率 | -0.1% | 16.5% |
| 营收同比 | -16.5% | 8.4% |
| 净利润同比 | -100.7% | 297.5% |
| 每股收益（稀释后） | $-0.57 | $1.75 |
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
营收HOVQRVO
| Q4 25 | $817.9M | $993.0M | ||
| Q3 25 | $800.6M | $1.1B | ||
| Q2 25 | $686.5M | $818.8M | ||
| Q1 25 | $673.6M | $869.5M | ||
| Q4 24 | $979.6M | $916.3M | ||
| Q3 24 | $722.7M | $1.0B | ||
| Q2 24 | $708.4M | $886.7M | ||
| Q1 24 | $594.2M | $941.0M |
净利润HOVQRVO
| Q4 25 | $-667.0K | $164.1M | ||
| Q3 25 | $16.6M | $119.6M | ||
| Q2 25 | $19.7M | $25.6M | ||
| Q1 25 | $28.2M | $31.4M | ||
| Q4 24 | $94.3M | $41.3M | ||
| Q3 24 | $72.9M | $-17.4M | ||
| Q2 24 | $50.8M | $414.0K | ||
| Q1 24 | $23.9M | $2.7M |
毛利率HOVQRVO
| Q4 25 | — | 46.7% | ||
| Q3 25 | — | 47.0% | ||
| Q2 25 | — | 40.5% | ||
| Q1 25 | — | 42.2% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | — | 42.6% | ||
| Q2 24 | — | 37.5% | ||
| Q1 24 | — | 40.6% |
营业利润率HOVQRVO
| Q4 25 | -0.5% | 19.4% | ||
| Q3 25 | 3.0% | 14.9% | ||
| Q2 25 | 3.9% | 3.7% | ||
| Q1 25 | 5.9% | 3.2% | ||
| Q4 24 | 12.0% | 5.8% | ||
| Q3 24 | 13.5% | 0.9% | ||
| Q2 24 | 9.8% | 0.5% | ||
| Q1 24 | 5.5% | 3.2% |
净利率HOVQRVO
| Q4 25 | -0.1% | 16.5% | ||
| Q3 25 | 2.1% | 11.3% | ||
| Q2 25 | 2.9% | 3.1% | ||
| Q1 25 | 4.2% | 3.6% | ||
| Q4 24 | 9.6% | 4.5% | ||
| Q3 24 | 10.1% | -1.7% | ||
| Q2 24 | 7.2% | 0.0% | ||
| Q1 24 | 4.0% | 0.3% |
每股收益（稀释后）HOVQRVO
| Q4 25 | $-0.57 | $1.75 | ||
| Q3 25 | $1.99 | $1.28 | ||
| Q2 25 | $2.43 | $0.27 | ||
| Q1 25 | $3.58 | $0.33 | ||
| Q4 24 | $12.47 | $0.43 | ||
| Q3 24 | $9.75 | $-0.18 | ||
| Q2 24 | $6.66 | $0.00 | ||
| Q1 24 | $2.91 | $0.04 |
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 | — | $1.3B |
| 总债务越低越好 | $900.7M | $1.5B |
| 股东权益账面价值 | $830.9M | $3.7B |
| 总资产 | $2.6B | $6.2B |
| 负债/权益比越低杠杆越低 | 1.08× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资HOVQRVO
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $769.4M | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.0B |
总债务HOVQRVO
| Q4 25 | $900.7M | $1.5B | ||
| Q3 25 | $861.9M | $1.5B | ||
| Q2 25 | $864.3M | $1.5B | ||
| Q1 25 | $893.7M | $1.5B | ||
| Q4 24 | $896.2M | $1.5B | ||
| Q3 24 | $898.7M | $1.5B | ||
| Q2 24 | $933.0M | $1.5B | ||
| Q1 24 | $934.6M | $1.5B |
股东权益HOVQRVO
| Q4 25 | $830.9M | $3.7B | ||
| Q3 25 | $835.4M | $3.5B | ||
| Q2 25 | $820.4M | $3.4B | ||
| Q1 25 | $811.4M | $3.4B | ||
| Q4 24 | $800.3M | $3.4B | ||
| Q3 24 | $703.4M | $3.4B | ||
| Q2 24 | $647.0M | $3.5B | ||
| Q1 24 | $607.1M | $3.6B |
总资产HOVQRVO
| Q4 25 | $2.6B | $6.2B | ||
| Q3 25 | $2.6B | $6.1B | ||
| Q2 25 | $2.6B | $6.0B | ||
| Q1 25 | $2.5B | $5.9B | ||
| Q4 24 | $2.6B | $6.0B | ||
| Q3 24 | $2.5B | $6.5B | ||
| Q2 24 | $2.3B | $6.4B | ||
| Q1 24 | $2.3B | $6.6B |
负债/权益比HOVQRVO
| Q4 25 | 1.08× | 0.42× | ||
| Q3 25 | 1.03× | 0.44× | ||
| Q2 25 | 1.05× | 0.45× | ||
| Q1 25 | 1.10× | 0.46× | ||
| Q4 24 | 1.12× | 0.46× | ||
| Q3 24 | 1.28× | 0.45× | ||
| Q2 24 | 1.44× | 0.44× | ||
| Q1 24 | 1.54× | 0.44× |
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 | $169.1M | $265.4M |
| 自由现金流经营现金流 - 资本支出 | $164.0M | $236.9M |
| 自由现金流率自由现金流/营收 | 20.0% | 23.9% |
| 资本支出强度资本支出/营收 | 0.6% | 2.9% |
| 现金转化率经营现金流/净利润 | — | 1.62× |
| 过去12个月自由现金流最近4个季度 | $166.2M | $595.2M |
8季度趋势，按日历期对齐
经营现金流HOVQRVO
| Q4 25 | $169.1M | $265.4M | ||
| Q3 25 | $52.8M | $84.0M | ||
| Q2 25 | $22.3M | $182.9M | ||
| Q1 25 | $-55.9M | $199.2M | ||
| Q4 24 | $115.8M | $214.1M | ||
| Q3 24 | $-92.3M | $127.8M | ||
| Q2 24 | $89.1M | $81.1M | ||
| Q1 24 | $-89.0M | — |
自由现金流HOVQRVO
| Q4 25 | $164.0M | $236.9M | ||
| Q3 25 | $45.8M | $42.2M | ||
| Q2 25 | $16.0M | $145.4M | ||
| Q1 25 | $-59.6M | $170.7M | ||
| Q4 24 | $111.4M | $176.2M | ||
| Q3 24 | $-95.8M | $94.8M | ||
| Q2 24 | $84.7M | $42.9M | ||
| Q1 24 | $-94.4M | — |
自由现金流率HOVQRVO
| Q4 25 | 20.0% | 23.9% | ||
| Q3 25 | 5.7% | 4.0% | ||
| Q2 25 | 2.3% | 17.8% | ||
| Q1 25 | -8.8% | 19.6% | ||
| Q4 24 | 11.4% | 19.2% | ||
| Q3 24 | -13.3% | 9.1% | ||
| Q2 24 | 12.0% | 4.8% | ||
| Q1 24 | -15.9% | — |
资本支出强度HOVQRVO
| Q4 25 | 0.6% | 2.9% | ||
| Q3 25 | 0.9% | 3.9% | ||
| Q2 25 | 0.9% | 4.6% | ||
| Q1 25 | 0.5% | 3.3% | ||
| Q4 24 | 0.5% | 4.1% | ||
| Q3 24 | 0.5% | 3.2% | ||
| Q2 24 | 0.6% | 4.3% | ||
| Q1 24 | 0.9% | — |
现金转化率HOVQRVO
| Q4 25 | — | 1.62× | ||
| Q3 25 | 3.18× | 0.70× | ||
| Q2 25 | 1.13× | 7.15× | ||
| Q1 25 | -1.98× | 6.35× | ||
| Q4 24 | 1.23× | 5.19× | ||
| Q3 24 | -1.27× | — | ||
| Q2 24 | 1.75× | 195.86× | ||
| Q1 24 | -3.72× | — |
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
HOV
| Home Building | $789.8M | 97% |
| Financial Services | $28.1M | 3% |
| Management Fees | $7.1M | 1% |
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |
