vs
Legacy Housing Corp（LEGH）与READING INTERNATIONAL INC（RDI）财务数据对比。点击上方公司名可切换其他公司
READING INTERNATIONAL INC的季度营收约是Legacy Housing Corp的2.0倍（$50.3M vs $25.5M），Legacy Housing Corp净利率更高（32.2% vs -5.1%，领先37.3%），READING INTERNATIONAL INC同比增速更快（-14.2% vs -30.6%），Legacy Housing Corp自由现金流更多（$15.7M vs $4.1M），过去两年READING INTERNATIONAL INC的营收复合增速更高（5.6% vs -9.1%）
Legacy Housing Corp是美国知名的经济型预制住宅、微型住宅及配套居住单元制造商，主要面向北美中低收入消费群体，提供可定制住房解决方案、配套建材及相关售后服务，服务个人及社区开发类客户。
雷丁公司是总部位于美国费城的铁路企业，1924年起在宾夕法尼亚州东部及周边各州提供客运与货运运输服务，直至1976年被联合铁路公司收购。
LEGH vs RDI — 直观对比
营收规模更大
RDI
是对方的2.0倍
$25.5M
营收增速更快
RDI
高出16.4%
-30.6%
净利率更高
LEGH
高出37.3%
-5.1%
自由现金流更多
LEGH
多$11.6M
$4.1M
两年增速更快
RDI
近两年复合增速
-9.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $25.5M | $50.3M |
| 净利润 | $8.2M | $-2.6M |
| 毛利率 | 26.4% | — |
| 营业利润率 | 40.4% | -1.9% |
| 净利率 | 32.2% | -5.1% |
| 营收同比 | -30.6% | -14.2% |
| 净利润同比 | -43.5% | -14.5% |
| 每股收益（稀释后） | $0.38 | $-0.11 |
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LEGHRDI
| Q4 25 | $25.5M | $50.3M | ||
| Q3 25 | $28.8M | $52.2M | ||
| Q2 25 | $38.4M | $60.4M | ||
| Q1 25 | $24.3M | $40.2M | ||
| Q4 24 | $36.7M | $58.6M | ||
| Q3 24 | $30.2M | $60.1M | ||
| Q2 24 | $31.7M | $46.8M | ||
| Q1 24 | $30.8M | $45.1M |
净利润LEGHRDI
| Q4 25 | $8.2M | $-2.6M | ||
| Q3 25 | $8.6M | $-4.2M | ||
| Q2 25 | $14.7M | $-2.7M | ||
| Q1 25 | $10.3M | $-4.8M | ||
| Q4 24 | $14.5M | $-2.2M | ||
| Q3 24 | $15.8M | $-7.0M | ||
| Q2 24 | $16.2M | $-12.8M | ||
| Q1 24 | $15.1M | $-13.2M |
毛利率LEGHRDI
| Q4 25 | 26.4% | — | ||
| Q3 25 | 20.2% | — | ||
| Q2 25 | 32.4% | — | ||
| Q1 25 | 29.2% | — | ||
| Q4 24 | 27.3% | — | ||
| Q3 24 | 29.2% | — | ||
| Q2 24 | 31.9% | — | ||
| Q1 24 | 33.6% | — |
营业利润率LEGHRDI
| Q4 25 | 40.4% | -1.9% | ||
| Q3 25 | 33.7% | -0.6% | ||
| Q2 25 | 43.8% | 4.8% | ||
| Q1 25 | 47.7% | -17.2% | ||
| Q4 24 | 42.3% | 2.6% | ||
| Q3 24 | 50.8% | -0.6% | ||
| Q2 24 | 50.6% | -16.4% | ||
| Q1 24 | 54.3% | -16.7% |
净利率LEGHRDI
| Q4 25 | 32.2% | -5.1% | ||
| Q3 25 | 30.0% | -8.0% | ||
| Q2 25 | 38.3% | -4.4% | ||
| Q1 25 | 42.3% | -11.8% | ||
| Q4 24 | 39.5% | -3.8% | ||
| Q3 24 | 52.4% | -11.7% | ||
| Q2 24 | 51.1% | -27.4% | ||
| Q1 24 | 49.1% | -29.4% |
每股收益（稀释后）LEGHRDI
| Q4 25 | $0.38 | $-0.11 | ||
| Q3 25 | $0.35 | $-0.18 | ||
| Q2 25 | $0.60 | $-0.12 | ||
| Q1 25 | $0.41 | $-0.21 | ||
| Q4 24 | $0.59 | $-0.11 | ||
| Q3 24 | $0.64 | $-0.31 | ||
| Q2 24 | $0.65 | $-0.57 | ||
| Q1 24 | $0.60 | $-0.59 |
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 | $8.5M | $10.5M |
| 总债务越低越好 | — | $185.1M |
| 股东权益账面价值 | $528.6M | $-18.2M |
| 总资产 | $580.3M | $434.9M |
| 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LEGHRDI
| Q4 25 | $8.5M | $10.5M | ||
| Q3 25 | $13.6M | $8.1M | ||
| Q2 25 | $2.6M | $9.1M | ||
| Q1 25 | $3.4M | $5.9M | ||
| Q4 24 | $1.1M | $12.4M | ||
| Q3 24 | $570.0K | $10.1M | ||
| Q2 24 | $60.0K | $9.3M | ||
| Q1 24 | $621.0K | $7.5M |
总债务LEGHRDI
| Q4 25 | — | $185.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $202.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEGHRDI
| Q4 25 | $528.6M | $-18.2M | ||
| Q3 25 | $521.6M | $-12.1M | ||
| Q2 25 | $512.8M | $-7.7M | ||
| Q1 25 | $503.7M | $-8.1M | ||
| Q4 24 | $494.0M | $-4.4M | ||
| Q3 24 | $479.3M | $1.6M | ||
| Q2 24 | $463.2M | $6.5M | ||
| Q1 24 | $450.4M | $18.0M |
总资产LEGHRDI
| Q4 25 | $580.3M | $434.9M | ||
| Q3 25 | $557.9M | $435.2M | ||
| Q2 25 | $552.0M | $438.1M | ||
| Q1 25 | $544.6M | $441.0M | ||
| Q4 24 | $534.2M | $471.0M | ||
| Q3 24 | $521.4M | $495.7M | ||
| Q2 24 | $514.9M | $494.9M | ||
| Q1 24 | $510.0M | $494.9M |
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 | $19.0M | $4.3M |
| 自由现金流经营现金流 - 资本支出 | $15.7M | $4.1M |
| 自由现金流率自由现金流/营收 | 61.6% | 8.2% |
| 资本支出强度资本支出/营收 | 13.1% | 0.3% |
| 现金转化率经营现金流/净利润 | 2.32× | — |
| 过去12个月自由现金流最近4个季度 | $28.2M | $-2.9M |
8季度趋势，按日历期对齐
经营现金流LEGHRDI
| Q4 25 | $19.0M | $4.3M | ||
| Q3 25 | $7.2M | $295.0K | ||
| Q2 25 | $6.1M | $1.6M | ||
| Q1 25 | $4.9M | $-7.7M | ||
| Q4 24 | $7.9M | $8.0M | ||
| Q3 24 | $13.8M | $1.3M | ||
| Q2 24 | $3.5M | $-10.4M | ||
| Q1 24 | $10.8M | $-2.8M |
自由现金流LEGHRDI
| Q4 25 | $15.7M | $4.1M | ||
| Q3 25 | $5.1M | $-246.0K | ||
| Q2 25 | $3.7M | $1.2M | ||
| Q1 25 | $3.6M | $-8.0M | ||
| Q4 24 | $6.0M | $7.0M | ||
| Q3 24 | $9.1M | $-1.1M | ||
| Q2 24 | $1.7M | $-10.6M | ||
| Q1 24 | $9.9M | $-4.7M |
自由现金流率LEGHRDI
| Q4 25 | 61.6% | 8.2% | ||
| Q3 25 | 17.8% | -0.5% | ||
| Q2 25 | 9.6% | 1.9% | ||
| Q1 25 | 15.0% | -19.8% | ||
| Q4 24 | 16.4% | 12.0% | ||
| Q3 24 | 30.2% | -1.8% | ||
| Q2 24 | 5.4% | -22.7% | ||
| Q1 24 | 32.2% | -10.4% |
资本支出强度LEGHRDI
| Q4 25 | 13.1% | 0.3% | ||
| Q3 25 | 7.1% | 1.0% | ||
| Q2 25 | 6.2% | 0.6% | ||
| Q1 25 | 5.2% | 0.6% | ||
| Q4 24 | 5.1% | 1.7% | ||
| Q3 24 | 15.6% | 4.0% | ||
| Q2 24 | 5.5% | 0.5% | ||
| Q1 24 | 2.8% | 4.3% |
现金转化率LEGHRDI
| Q4 25 | 2.32× | — | ||
| Q3 25 | 0.83× | — | ||
| Q2 25 | 0.41× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.54× | — | ||
| Q3 24 | 0.88× | — | ||
| Q2 24 | 0.21× | — | ||
| Q1 24 | 0.71× | — |
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
LEGH
| Commercial Sales | $8.6M | 34% |
| Retail Store Sales | $6.0M | 24% |
| Inventory Finance Sales | $5.0M | 20% |
| Direct Sales | $4.4M | 17% |
| Other | $1.5M | 6% |
RDI
| Cinema Exhibition Segment | $46.9M | 93% |
| Real Estate Revenue | $3.4M | 7% |
