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Invitation Homes(INVH)与UNIVERSAL CORP(UVV)财务数据对比。点击上方公司名可切换其他公司
UNIVERSAL CORP的季度营收约是Invitation Homes的1.2倍($853.2M vs $685.3M),Invitation Homes净利率更高(21.1% vs 3.9%,领先17.2%),Invitation Homes同比增速更快(4.0% vs -8.1%),Invitation Homes自由现金流更多($122.4M vs $95.1M),过去两年UNIVERSAL CORP的营收复合增速更高(6.2% vs 3.0%)
Invitation Homes是纽交所上市企业,总部位于美国得克萨斯州达拉斯市林肯中心大厦,由Dallas B. Tanner出任首席执行官。截至2024年7月,公司在全美16个市场持有约8.4万套独栋出租住宅,是美国规模最大的独栋住宅租赁业主,17%的租金收入来自加利福尼亚州。
环球技术学院(UTI)是美国一家营利性私立技术院校体系,由罗伯特·斯威特于1965年创立,专注于为全美各地学生提供专业职业技术教育培训。
INVH vs UVV — 直观对比
营收规模更大
UVV
是对方的1.2倍
$685.3M
营收增速更快
INVH
高出12.0%
-8.1%
净利率更高
INVH
高出17.2%
3.9%
自由现金流更多
INVH
多$27.3M
$95.1M
两年增速更快
UVV
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $685.3M | $853.2M |
| 净利润 | $144.6M | $33.2M |
| 毛利率 | — | 17.8% |
| 营业利润率 | — | 9.6% |
| 净利率 | 21.1% | 3.9% |
| 营收同比 | 4.0% | -8.1% |
| 净利润同比 | 1.0% | -44.2% |
| 每股收益(稀释后) | $0.24 | $1.32 |
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
INVH
UVV
| Q4 25 | $685.3M | $853.2M | ||
| Q3 25 | $688.2M | $749.4M | ||
| Q2 25 | $681.4M | $592.6M | ||
| Q1 25 | $674.5M | $690.2M | ||
| Q4 24 | $659.1M | $928.0M | ||
| Q3 24 | $660.3M | $708.4M | ||
| Q2 24 | $653.5M | $596.4M | ||
| Q1 24 | $646.0M | $756.3M |
净利润
INVH
UVV
| Q4 25 | $144.6M | $33.2M | ||
| Q3 25 | $136.7M | $34.2M | ||
| Q2 25 | $140.9M | $8.5M | ||
| Q1 25 | $165.7M | $9.3M | ||
| Q4 24 | $143.1M | $59.6M | ||
| Q3 24 | $95.3M | $25.9M | ||
| Q2 24 | $73.2M | $130.0K | ||
| Q1 24 | $142.3M | $40.3M |
毛利率
INVH
UVV
| Q4 25 | — | 17.8% | ||
| Q3 25 | — | 18.0% | ||
| Q2 25 | — | 19.1% | ||
| Q1 25 | — | 15.1% | ||
| Q4 24 | — | 19.9% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | — | 16.0% | ||
| Q1 24 | — | 18.0% |
营业利润率
INVH
UVV
| Q4 25 | — | 9.6% | ||
| Q3 25 | — | 9.0% | ||
| Q2 25 | — | 5.7% | ||
| Q1 25 | — | 6.2% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | 9.7% | ||
| Q2 24 | — | 2.9% | ||
| Q1 24 | — | 9.0% |
净利率
INVH
UVV
| Q4 25 | 21.1% | 3.9% | ||
| Q3 25 | 19.9% | 4.6% | ||
| Q2 25 | 20.7% | 1.4% | ||
| Q1 25 | 24.6% | 1.4% | ||
| Q4 24 | 21.7% | 6.4% | ||
| Q3 24 | 14.4% | 3.7% | ||
| Q2 24 | 11.2% | 0.0% | ||
| Q1 24 | 22.0% | 5.3% |
每股收益(稀释后)
INVH
UVV
| Q4 25 | $0.24 | $1.32 | ||
| Q3 25 | $0.22 | $1.36 | ||
| Q2 25 | $0.23 | $0.34 | ||
| Q1 25 | $0.27 | $0.37 | ||
| Q4 24 | $0.24 | $2.37 | ||
| Q3 24 | $0.15 | $1.03 | ||
| Q2 24 | $0.12 | $0.01 | ||
| Q1 24 | $0.23 | $1.62 |
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 | $130.0M | $85.2M |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $9.5B | $1.5B |
| 总资产 | $18.7B | $3.0B |
| 负债/权益比越低杠杆越低 | 0.88× | — |
8季度趋势,按日历期对齐
现金及短期投资
INVH
UVV
| Q4 25 | $130.0M | $85.2M | ||
| Q3 25 | $155.4M | $88.7M | ||
| Q2 25 | $65.1M | $178.4M | ||
| Q1 25 | $84.4M | $260.1M | ||
| Q4 24 | $174.5M | $215.1M | ||
| Q3 24 | $1.0B | $80.1M | ||
| Q2 24 | $749.4M | $101.7M | ||
| Q1 24 | $738.1M | $55.6M |
总债务
INVH
UVV
| Q4 25 | $8.4B | — | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $8.2B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.2B | — | ||
| Q3 24 | $9.0B | — | ||
| Q2 24 | $8.5B | — | ||
| Q1 24 | $8.5B | — |
股东权益
INVH
UVV
| Q4 25 | $9.5B | $1.5B | ||
| Q3 25 | $9.6B | $1.5B | ||
| Q2 25 | $9.7B | $1.5B | ||
| Q1 25 | $9.7B | $1.5B | ||
| Q4 24 | $9.8B | $1.5B | ||
| Q3 24 | $9.9B | $1.4B | ||
| Q2 24 | $10.0B | $1.4B | ||
| Q1 24 | $10.1B | $1.4B |
总资产
INVH
UVV
| Q4 25 | $18.7B | $3.0B | ||
| Q3 25 | $18.8B | $3.1B | ||
| Q2 25 | $18.7B | $3.2B | ||
| Q1 25 | $18.6B | $3.0B | ||
| Q4 24 | $18.7B | $3.0B | ||
| Q3 24 | $19.6B | $3.0B | ||
| Q2 24 | $19.2B | $3.0B | ||
| Q1 24 | $19.2B | $2.9B |
负债/权益比
INVH
UVV
| Q4 25 | 0.88× | — | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.85× | — | ||
| Q1 25 | 0.83× | — | ||
| Q4 24 | 0.84× | — | ||
| Q3 24 | 0.91× | — | ||
| Q2 24 | 0.85× | — | ||
| Q1 24 | 0.84× | — |
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 | $128.7M | $114.3M |
| 自由现金流经营现金流 - 资本支出 | $122.4M | $95.1M |
| 自由现金流率自由现金流/营收 | 17.9% | 11.1% |
| 资本支出强度资本支出/营收 | 0.9% | 2.3% |
| 现金转化率经营现金流/净利润 | 0.89× | 3.44× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $52.7M |
8季度趋势,按日历期对齐
经营现金流
INVH
UVV
| Q4 25 | $128.7M | $114.3M | ||
| Q3 25 | $394.6M | $32.7M | ||
| Q2 25 | $382.5M | $-205.1M | ||
| Q1 25 | $300.5M | $158.7M | ||
| Q4 24 | $132.8M | $215.6M | ||
| Q3 24 | $313.6M | $15.0M | ||
| Q2 24 | $369.8M | $-62.4M | ||
| Q1 24 | $265.6M | $-27.9M |
自由现金流
INVH
UVV
| Q4 25 | $122.4M | $95.1M | ||
| Q3 25 | $387.8M | $23.7M | ||
| Q2 25 | $374.4M | $-217.2M | ||
| Q1 25 | $293.3M | $151.0M | ||
| Q4 24 | $125.0M | $199.6M | ||
| Q3 24 | $305.2M | $-1.0M | ||
| Q2 24 | $363.8M | $-85.2M | ||
| Q1 24 | $257.1M | $-46.2M |
自由现金流率
INVH
UVV
| Q4 25 | 17.9% | 11.1% | ||
| Q3 25 | 56.4% | 3.2% | ||
| Q2 25 | 54.9% | -36.6% | ||
| Q1 25 | 43.5% | 21.9% | ||
| Q4 24 | 19.0% | 21.5% | ||
| Q3 24 | 46.2% | -0.1% | ||
| Q2 24 | 55.7% | -14.3% | ||
| Q1 24 | 39.8% | -6.1% |
资本支出强度
INVH
UVV
| Q4 25 | 0.9% | 2.3% | ||
| Q3 25 | 1.0% | 1.2% | ||
| Q2 25 | 1.2% | 2.0% | ||
| Q1 25 | 1.1% | 1.1% | ||
| Q4 24 | 1.2% | 1.7% | ||
| Q3 24 | 1.3% | 2.3% | ||
| Q2 24 | 0.9% | 3.8% | ||
| Q1 24 | 1.3% | 2.4% |
现金转化率
INVH
UVV
| Q4 25 | 0.89× | 3.44× | ||
| Q3 25 | 2.89× | 0.96× | ||
| Q2 25 | 2.71× | -24.14× | ||
| Q1 25 | 1.81× | 17.00× | ||
| Q4 24 | 0.93× | 3.62× | ||
| Q3 24 | 3.29× | 0.58× | ||
| Q2 24 | 5.05× | -480.34× | ||
| Q1 24 | 1.87× | -0.69× |
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
INVH
暂无分部数据
UVV
| Tobacco Operations | $779.9M | 91% |
| Service Other | $36.7M | 4% |
| Other | $17.8M | 2% |