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Legacy Housing Corp（LEGH）与Rumble Inc.（RUM）财务数据对比。点击上方公司名可切换其他公司
Rumble Inc.的季度营收约是Legacy Housing Corp的1.1倍（$27.1M vs $25.5M），Legacy Housing Corp净利率更高（32.2% vs -120.8%，领先153.0%），Rumble Inc.同比增速更快（-10.5% vs -30.6%），Legacy Housing Corp自由现金流更多（$15.7M vs $-31.7M），过去两年Rumble Inc.的营收复合增速更高（15.2% 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。
Rumble Inc.是一家加美跨国企业，主营在线视频平台、网络托管及云服务，总部位于加拿大多伦多，美国总部设在佛罗里达州朗博特基。公司由加拿大科技创业者克里斯·帕夫洛夫斯基于2013年创立，云服务板块为Truth Social提供托管支持，其视频平台在美国保守派及极右翼用户群体中广受欢迎，属于“另类科技”阵营。
LEGH vs RUM — 直观对比
营收规模更大
RUM
是对方的1.1倍
$25.5M
营收增速更快
RUM
高出20.1%
-30.6%
净利率更高
LEGH
高出153.0%
-120.8%
自由现金流更多
LEGH
多$47.4M
$-31.7M
两年增速更快
RUM
近两年复合增速
-9.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $25.5M | $27.1M |
| 净利润 | $8.2M | $-32.7M |
| 毛利率 | 26.4% | 5.5% |
| 营业利润率 | 40.4% | -131.1% |
| 净利率 | 32.2% | -120.8% |
| 营收同比 | -30.6% | -10.5% |
| 净利润同比 | -43.5% | 86.2% |
| 每股收益（稀释后） | $0.38 | $-0.13 |
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LEGHRUM
| Q4 25 | $25.5M | $27.1M | ||
| Q3 25 | $28.8M | $24.8M | ||
| Q2 25 | $38.4M | — | ||
| Q1 25 | $24.3M | $23.7M | ||
| Q4 24 | $36.7M | $30.2M | ||
| Q3 24 | $30.2M | $25.1M | ||
| Q2 24 | $31.7M | $22.5M | ||
| Q1 24 | $30.8M | $17.7M |
净利润LEGHRUM
| Q4 25 | $8.2M | $-32.7M | ||
| Q3 25 | $8.6M | $-16.3M | ||
| Q2 25 | $14.7M | — | ||
| Q1 25 | $10.3M | $-2.7M | ||
| Q4 24 | $14.5M | $-236.8M | ||
| Q3 24 | $15.8M | $-31.5M | ||
| Q2 24 | $16.2M | $-26.8M | ||
| Q1 24 | $15.1M | $-43.3M |
毛利率LEGHRUM
| Q4 25 | 26.4% | 5.5% | ||
| Q3 25 | 20.2% | -1.8% | ||
| Q2 25 | 32.4% | — | ||
| Q1 25 | 29.2% | -26.7% | ||
| Q4 24 | 27.3% | -14.2% | ||
| Q3 24 | 29.2% | -45.4% | ||
| Q2 24 | 31.9% | -58.8% | ||
| Q1 24 | 33.6% | -79.5% |
营业利润率LEGHRUM
| Q4 25 | 40.4% | -131.1% | ||
| Q3 25 | 33.7% | -113.6% | ||
| Q2 25 | 43.8% | — | ||
| Q1 25 | 47.7% | -153.5% | ||
| Q4 24 | 42.3% | -80.1% | ||
| Q3 24 | 50.8% | -131.0% | ||
| Q2 24 | 50.6% | -172.7% | ||
| Q1 24 | 54.3% | -197.4% |
净利率LEGHRUM
| Q4 25 | 32.2% | -120.8% | ||
| Q3 25 | 30.0% | -65.7% | ||
| Q2 25 | 38.3% | — | ||
| Q1 25 | 42.3% | -11.2% | ||
| Q4 24 | 39.5% | -783.2% | ||
| Q3 24 | 52.4% | -125.9% | ||
| Q2 24 | 51.1% | -119.2% | ||
| Q1 24 | 49.1% | -244.1% |
每股收益（稀释后）LEGHRUM
| Q4 25 | $0.38 | $-0.13 | ||
| Q3 25 | $0.35 | $-0.06 | ||
| Q2 25 | $0.60 | — | ||
| Q1 25 | $0.41 | $-0.01 | ||
| Q4 24 | $0.59 | $-1.17 | ||
| Q3 24 | $0.64 | $-0.15 | ||
| Q2 24 | $0.65 | $-0.13 | ||
| Q1 24 | $0.60 | $-0.21 |
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 | $237.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $528.6M | $274.8M |
| 总资产 | $580.3M | $336.8M |
| 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LEGHRUM
| Q4 25 | $8.5M | $237.9M | ||
| Q3 25 | $13.6M | $269.8M | ||
| Q2 25 | $2.6M | — | ||
| Q1 25 | $3.4M | $301.3M | ||
| Q4 24 | $1.1M | $114.0M | ||
| Q3 24 | $570.0K | $132.0M | ||
| Q2 24 | $60.0K | $154.2M | ||
| Q1 24 | $621.0K | $183.8M |
股东权益LEGHRUM
| Q4 25 | $528.6M | $274.8M | ||
| Q3 25 | $521.6M | $302.2M | ||
| Q2 25 | $512.8M | — | ||
| Q1 25 | $503.7M | $339.6M | ||
| Q4 24 | $494.0M | $-63.1M | ||
| Q3 24 | $479.3M | $166.1M | ||
| Q2 24 | $463.2M | $192.7M | ||
| Q1 24 | $450.4M | $210.7M |
总资产LEGHRUM
| Q4 25 | $580.3M | $336.8M | ||
| Q3 25 | $557.9M | $367.2M | ||
| Q2 25 | $552.0M | — | ||
| Q1 25 | $544.6M | $391.1M | ||
| Q4 24 | $534.2M | $195.3M | ||
| Q3 24 | $521.4M | $217.2M | ||
| Q2 24 | $514.9M | $243.2M | ||
| Q1 24 | $510.0M | $263.0M |
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 | $-29.4M |
| 自由现金流经营现金流 - 资本支出 | $15.7M | $-31.7M |
| 自由现金流率自由现金流/营收 | 61.6% | -117.2% |
| 资本支出强度资本支出/营收 | 13.1% | 8.5% |
| 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 | $-70.8M |
8季度趋势，按日历期对齐
经营现金流LEGHRUM
| Q4 25 | $19.0M | $-29.4M | ||
| Q3 25 | $7.2M | $-10.6M | ||
| Q2 25 | $6.1M | — | ||
| Q1 25 | $4.9M | $-14.5M | ||
| Q4 24 | $7.9M | $-12.4M | ||
| Q3 24 | $13.8M | $-19.1M | ||
| Q2 24 | $3.5M | $-21.7M | ||
| Q1 24 | $10.8M | $-33.9M |
自由现金流LEGHRUM
| Q4 25 | $15.7M | $-31.7M | ||
| Q3 25 | $5.1M | $-12.0M | ||
| Q2 25 | $3.7M | — | ||
| Q1 25 | $3.6M | $-14.6M | ||
| Q4 24 | $6.0M | $-12.4M | ||
| Q3 24 | $9.1M | $-19.9M | ||
| Q2 24 | $1.7M | $-23.1M | ||
| Q1 24 | $9.9M | $-34.3M |
自由现金流率LEGHRUM
| Q4 25 | 61.6% | -117.2% | ||
| Q3 25 | 17.8% | -48.6% | ||
| Q2 25 | 9.6% | — | ||
| Q1 25 | 15.0% | -61.7% | ||
| Q4 24 | 16.4% | -40.9% | ||
| Q3 24 | 30.2% | -79.5% | ||
| Q2 24 | 5.4% | -102.8% | ||
| Q1 24 | 32.2% | -193.3% |
资本支出强度LEGHRUM
| Q4 25 | 13.1% | 8.5% | ||
| Q3 25 | 7.1% | 5.7% | ||
| Q2 25 | 6.2% | — | ||
| Q1 25 | 5.2% | 0.6% | ||
| Q4 24 | 5.1% | 0.1% | ||
| Q3 24 | 15.6% | 3.4% | ||
| Q2 24 | 5.5% | 6.1% | ||
| Q1 24 | 2.8% | 2.4% |
现金转化率LEGHRUM
| 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% |
RUM
| Audience Monetization | $23.8M | 88% |
| Other Initiatives | $3.3M | 12% |
