vs
HOVNANIAN ENTERPRISES INC（HOV）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是HOVNANIAN ENTERPRISES INC的1.7倍（$1.4B vs $817.9M），瑞思迈净利率更高（27.6% vs -0.1%，领先27.7%），瑞思迈同比增速更快（11.0% vs -16.5%），过去两年HOVNANIAN ENTERPRISES INC的营收复合增速更高（17.3% vs 7.8%）
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
HOV vs RMD — 直观对比
营收规模更大
RMD
是对方的1.7倍
$817.9M
营收增速更快
RMD
高出27.5%
-16.5%
净利率更高
RMD
高出27.7%
-0.1%
两年增速更快
HOV
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $817.9M | $1.4B |
| 净利润 | $-667.0K | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | -0.5% | 34.6% |
| 净利率 | -0.1% | 27.6% |
| 营收同比 | -16.5% | 11.0% |
| 净利润同比 | -100.7% | 13.9% |
| 每股收益（稀释后） | $-0.57 | $2.68 |
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HOVRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $817.9M | $1.4B | ||
| Q3 25 | $800.6M | $1.3B | ||
| Q2 25 | $686.5M | $1.3B | ||
| Q1 25 | $673.6M | $1.3B | ||
| Q4 24 | $979.6M | $1.3B | ||
| Q3 24 | $722.7M | $1.2B |
净利润HOVRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $-667.0K | $392.6M | ||
| Q3 25 | $16.6M | $348.5M | ||
| Q2 25 | $19.7M | $379.7M | ||
| Q1 25 | $28.2M | $365.0M | ||
| Q4 24 | $94.3M | $344.6M | ||
| Q3 24 | $72.9M | $311.4M |
毛利率HOVRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% |
营业利润率HOVRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | -0.5% | 34.6% | ||
| Q3 25 | 3.0% | 33.4% | ||
| Q2 25 | 3.9% | 33.7% | ||
| Q1 25 | 5.9% | 33.0% | ||
| Q4 24 | 12.0% | 32.5% | ||
| Q3 24 | 13.5% | 31.6% |
净利率HOVRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | -0.1% | 27.6% | ||
| Q3 25 | 2.1% | 26.1% | ||
| Q2 25 | 2.9% | 28.2% | ||
| Q1 25 | 4.2% | 28.3% | ||
| Q4 24 | 9.6% | 26.9% | ||
| Q3 24 | 10.1% | 25.4% |
每股收益（稀释后）HOVRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $-0.57 | $2.68 | ||
| Q3 25 | $1.99 | $2.37 | ||
| Q2 25 | $2.43 | $2.58 | ||
| Q1 25 | $3.58 | $2.48 | ||
| Q4 24 | $12.47 | $2.34 | ||
| Q3 24 | $9.75 | $2.11 |
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 | — | $1.4B |
| 总债务越低越好 | $900.7M | $663.8M |
| 股东权益账面价值 | $830.9M | $6.3B |
| 总资产 | $2.6B | $8.5B |
| 负债/权益比越低杠杆越低 | 1.08× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资HOVRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $932.7M | ||
| Q4 24 | — | $521.9M | ||
| Q3 24 | — | $426.4M |
总债务HOVRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $900.7M | $403.9M | ||
| Q3 25 | $861.9M | $408.7M | ||
| Q2 25 | $864.3M | $658.4M | ||
| Q1 25 | $893.7M | $663.1M | ||
| Q4 24 | $896.2M | $662.9M | ||
| Q3 24 | $898.7M | $667.6M |
股东权益HOVRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $830.9M | $6.3B | ||
| Q3 25 | $835.4M | $6.1B | ||
| Q2 25 | $820.4M | $6.0B | ||
| Q1 25 | $811.4M | $5.5B | ||
| Q4 24 | $800.3M | $5.3B | ||
| Q3 24 | $703.4M | $5.2B |
总资产HOVRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $2.6B | $8.5B | ||
| Q3 25 | $2.6B | $8.3B | ||
| Q2 25 | $2.6B | $8.2B | ||
| Q1 25 | $2.5B | $7.6B | ||
| Q4 24 | $2.6B | $7.1B | ||
| Q3 24 | $2.5B | $7.2B |
负债/权益比HOVRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 1.08× | 0.06× | ||
| Q3 25 | 1.03× | 0.07× | ||
| Q2 25 | 1.05× | 0.11× | ||
| Q1 25 | 1.10× | 0.12× | ||
| Q4 24 | 1.12× | 0.13× | ||
| Q3 24 | 1.28× | 0.13× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $164.0M | — |
| 自由现金流率自由现金流/营收 | 20.0% | — |
| 资本支出强度资本支出/营收 | 0.6% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $166.2M | — |
8季度趋势，按日历期对齐
经营现金流HOVRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $169.1M | $339.7M | ||
| Q3 25 | $52.8M | $457.3M | ||
| Q2 25 | $22.3M | $538.8M | ||
| Q1 25 | $-55.9M | $578.7M | ||
| Q4 24 | $115.8M | $308.6M | ||
| Q3 24 | $-92.3M | $325.5M |
自由现金流HOVRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $164.0M | $311.2M | ||
| Q3 25 | $45.8M | $414.4M | ||
| Q2 25 | $16.0M | $508.2M | ||
| Q1 25 | $-59.6M | $557.9M | ||
| Q4 24 | $111.4M | $288.0M | ||
| Q3 24 | $-95.8M | $307.7M |
自由现金流率HOVRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 20.0% | 21.9% | ||
| Q3 25 | 5.7% | 31.0% | ||
| Q2 25 | 2.3% | 37.7% | ||
| Q1 25 | -8.8% | 43.2% | ||
| Q4 24 | 11.4% | 22.5% | ||
| Q3 24 | -13.3% | 25.1% |
资本支出强度HOVRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 2.0% | ||
| Q3 25 | 0.9% | 3.2% | ||
| Q2 25 | 0.9% | 2.3% | ||
| Q1 25 | 0.5% | 1.6% | ||
| Q4 24 | 0.5% | 1.6% | ||
| Q3 24 | 0.5% | 1.5% |
现金转化率HOVRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.87× | ||
| Q3 25 | 3.18× | 1.31× | ||
| Q2 25 | 1.13× | 1.42× | ||
| Q1 25 | -1.98× | 1.59× | ||
| Q4 24 | 1.23× | 0.90× | ||
| Q3 24 | -1.27× | 1.05× |
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% |
RMD
暂无分部数据
