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KB HOME（KBH）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
KB HOME的季度营收约是思佳讯的1.8倍（$1.7B vs $943.7M），KB HOME净利率更高（6.0% vs 3.8%，领先2.2%），思佳讯同比增速更快（-1.0% vs -15.3%），过去两年KB HOME的营收复合增速更高（7.4% vs 2.1%）
KB Home是美国知名住宅建造企业，1957年于密歇根州底特律成立，前身为Kaufman & Broad，是首家在纽约证券交易所上市的住宅建造商，总部现位于加利福尼亚州洛杉矶。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
KBH vs SWKS — 直观对比
营收规模更大
KBH
是对方的1.8倍
$943.7M
营收增速更快
SWKS
高出14.3%
-15.3%
净利率更高
KBH
高出2.2%
3.8%
两年增速更快
KBH
近两年复合增速
2.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $943.7M |
| 净利润 | $101.5M | $35.6M |
| 毛利率 | — | 40.8% |
| 营业利润率 | — | 4.5% |
| 净利率 | 6.0% | 3.8% |
| 营收同比 | -15.3% | -1.0% |
| 净利润同比 | -46.7% | -48.2% |
| 每股收益（稀释后） | $1.55 | $0.24 |
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KBHSWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.5B | $965.0M | ||
| Q1 25 | $1.4B | $953.2M | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $1.8B | $1.0B |
净利润KBHSWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | — | $79.2M | ||
| Q4 25 | $101.5M | $141.4M | ||
| Q3 25 | $109.8M | — | ||
| Q2 25 | $107.9M | $105.0M | ||
| Q1 25 | $109.6M | $68.7M | ||
| Q4 24 | $190.6M | $162.0M | ||
| Q3 24 | $157.3M | $60.5M |
毛利率KBHSWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 41.9% |
营业利润率KBHSWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | — | 10.0% | ||
| Q4 25 | — | 10.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 11.5% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 5.8% |
净利率KBHSWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | — | 7.6% | ||
| Q4 25 | 6.0% | 12.9% | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 7.1% | 10.9% | ||
| Q1 25 | 7.9% | 7.2% | ||
| Q4 24 | 9.5% | 15.2% | ||
| Q3 24 | 9.0% | 5.9% |
每股收益（稀释后）KBHSWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | — | $0.53 | ||
| Q4 25 | $1.55 | $0.95 | ||
| Q3 25 | $1.61 | — | ||
| Q2 25 | $1.50 | $0.70 | ||
| Q1 25 | $1.49 | $0.43 | ||
| Q4 24 | $2.50 | $1.00 | ||
| Q3 24 | $2.04 | $0.36 |
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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.9B | $5.8B |
| 总资产 | $6.7B | $7.9B |
| 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KBHSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B |
总债务KBHSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M |
股东权益KBHSWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | — | $5.8B | ||
| Q4 25 | $3.9B | $5.8B | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $4.0B | $5.7B | ||
| Q1 25 | $4.1B | $5.9B | ||
| Q4 24 | $4.1B | $6.4B | ||
| Q3 24 | $4.0B | $6.3B |
总资产KBHSWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | — | $7.9B | ||
| Q4 25 | $6.7B | $7.9B | ||
| Q3 25 | $7.0B | — | ||
| Q2 25 | $7.0B | $7.7B | ||
| Q1 25 | $7.0B | $7.9B | ||
| Q4 24 | $6.9B | $8.3B | ||
| Q3 24 | $6.8B | $8.3B |
负债/权益比KBHSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× |
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 | $303.8M | $50.3M |
| 自由现金流经营现金流 - 资本支出 | $290.1M | — |
| 自由现金流率自由现金流/营收 | 17.1% | — |
| 资本支出强度资本支出/营收 | 0.8% | 8.7% |
| 现金转化率经营现金流/净利润 | 2.99× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $287.3M | — |
8季度趋势，按日历期对齐
经营现金流KBHSWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | $303.8M | $200.0M | ||
| Q3 25 | $197.7M | — | ||
| Q2 25 | $168.4M | $314.2M | ||
| Q1 25 | $-334.3M | $409.4M | ||
| Q4 24 | $362.6M | $377.2M | ||
| Q3 24 | $-89.9M | $476.1M |
自由现金流KBHSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | $290.1M | $144.0M | ||
| Q3 25 | $185.8M | — | ||
| Q2 25 | $156.9M | $252.7M | ||
| Q1 25 | $-345.5M | $370.9M | ||
| Q4 24 | $352.6M | $338.2M | ||
| Q3 24 | $-99.4M | $393.3M |
自由现金流率KBHSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | 17.1% | 13.1% | ||
| Q3 25 | 11.5% | — | ||
| Q2 25 | 10.3% | 26.2% | ||
| Q1 25 | -24.8% | 38.9% | ||
| Q4 24 | 17.6% | 31.7% | ||
| Q3 24 | -5.7% | 38.4% |
资本支出强度KBHSWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | 0.8% | 5.1% | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 0.8% | 6.4% | ||
| Q1 25 | 0.8% | 4.0% | ||
| Q4 24 | 0.5% | 3.6% | ||
| Q3 24 | 0.5% | 8.1% |
现金转化率KBHSWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | 2.99× | 1.41× | ||
| Q3 25 | 1.80× | — | ||
| Q2 25 | 1.56× | 2.99× | ||
| Q1 25 | -3.05× | 5.96× | ||
| Q4 24 | 1.90× | 2.33× | ||
| Q3 24 | -0.57× | 7.87× |
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
KBH
| Home Building | $1.7B | 99% |
| Financial Service | $8.7M | 1% |
SWKS
暂无分部数据
