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Legacy Housing Corp（LEGH）与REDWOOD TRUST INC（RWT）财务数据对比。点击上方公司名可切换其他公司
REDWOOD TRUST INC的季度营收约是Legacy Housing Corp的1.0倍（$25.9M vs $25.5M），REDWOOD TRUST INC净利率更高（77.2% vs 32.2%，领先45.1%），REDWOOD TRUST INC同比增速更快（-6.1% vs -30.6%），过去两年Legacy Housing Corp的营收复合增速更高（-9.1% vs -41.0%）
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。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司，主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理，核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务，客户以机构投资者和房地产市场参与者为主。
LEGH vs RWT — 直观对比
营收规模更大
RWT
是对方的1.0倍
$25.5M
营收增速更快
RWT
高出24.5%
-30.6%
净利率更高
RWT
高出45.1%
32.2%
两年增速更快
LEGH
近两年复合增速
-41.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $25.5M | $25.9M |
| 净利润 | $8.2M | $20.0M |
| 毛利率 | 26.4% | — |
| 营业利润率 | 40.4% | — |
| 净利率 | 32.2% | 77.2% |
| 营收同比 | -30.6% | -6.1% |
| 净利润同比 | -43.5% | 402.6% |
| 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LEGHRWT
| Q4 25 | $25.5M | $25.9M | ||
| Q3 25 | $28.8M | $15.0M | ||
| Q2 25 | $38.4M | $13.8M | ||
| Q1 25 | $24.3M | $27.9M | ||
| Q4 24 | $36.7M | $27.6M | ||
| Q3 24 | $30.2M | $25.5M | ||
| Q2 24 | $31.7M | $67.4M | ||
| Q1 24 | $30.8M | $74.5M |
净利润LEGHRWT
| Q4 25 | $8.2M | $20.0M | ||
| Q3 25 | $8.6M | $-7.7M | ||
| Q2 25 | $14.7M | $-98.5M | ||
| Q1 25 | $10.3M | $16.1M | ||
| Q4 24 | $14.5M | $-6.6M | ||
| Q3 24 | $15.8M | $14.8M | ||
| Q2 24 | $16.2M | $15.5M | ||
| Q1 24 | $15.1M | $30.3M |
毛利率LEGHRWT
| 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LEGHRWT
| Q4 25 | 40.4% | — | ||
| Q3 25 | 33.7% | -9.0% | ||
| Q2 25 | 43.8% | -679.0% | ||
| Q1 25 | 47.7% | 80.2% | ||
| Q4 24 | 42.3% | -1.3% | ||
| Q3 24 | 50.8% | 86.1% | ||
| Q2 24 | 50.6% | 30.3% | ||
| Q1 24 | 54.3% | 41.3% |
净利率LEGHRWT
| Q4 25 | 32.2% | 77.2% | ||
| Q3 25 | 30.0% | -51.4% | ||
| Q2 25 | 38.3% | -712.0% | ||
| Q1 25 | 42.3% | 57.8% | ||
| Q4 24 | 39.5% | -24.0% | ||
| Q3 24 | 52.4% | 58.1% | ||
| Q2 24 | 51.1% | 23.0% | ||
| Q1 24 | 49.1% | 40.6% |
每股收益（稀释后）LEGHRWT
| Q4 25 | $0.38 | $0.11 | ||
| Q3 25 | $0.35 | $-0.08 | ||
| Q2 25 | $0.60 | $-0.76 | ||
| Q1 25 | $0.41 | $0.10 | ||
| Q4 24 | $0.59 | $-0.08 | ||
| Q3 24 | $0.64 | $0.09 | ||
| Q2 24 | $0.65 | $0.10 | ||
| 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 | $255.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $528.6M | $982.6M |
| 总资产 | $580.3M | $23.7B |
| 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LEGHRWT
| Q4 25 | $8.5M | $255.7M | ||
| Q3 25 | $13.6M | $226.3M | ||
| Q2 25 | $2.6M | $302.0M | ||
| Q1 25 | $3.4M | $259.9M | ||
| Q4 24 | $1.1M | $245.2M | ||
| Q3 24 | $570.0K | $253.7M | ||
| Q2 24 | $60.0K | $275.6M | ||
| Q1 24 | $621.0K | $275.4M |
总债务LEGHRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.7B |
股东权益LEGHRWT
| Q4 25 | $528.6M | $982.6M | ||
| Q3 25 | $521.6M | $999.0M | ||
| Q2 25 | $512.8M | $1.1B | ||
| Q1 25 | $503.7M | $1.2B | ||
| Q4 24 | $494.0M | $1.2B | ||
| Q3 24 | $479.3M | $1.2B | ||
| Q2 24 | $463.2M | $1.2B | ||
| Q1 24 | $450.4M | $1.2B |
总资产LEGHRWT
| Q4 25 | $580.3M | $23.7B | ||
| Q3 25 | $557.9M | $22.6B | ||
| Q2 25 | $552.0M | $21.3B | ||
| Q1 25 | $544.6M | $19.9B | ||
| Q4 24 | $534.2M | $18.3B | ||
| Q3 24 | $521.4M | $18.4B | ||
| Q2 24 | $514.9M | $16.5B | ||
| Q1 24 | $510.0M | $15.1B |
负债/权益比LEGHRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.39× |
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 | $-10.1B |
| 自由现金流经营现金流 - 资本支出 | $15.7M | — |
| 自由现金流率自由现金流/营收 | 61.6% | — |
| 资本支出强度资本支出/营收 | 13.1% | — |
| 现金转化率经营现金流/净利润 | 2.32× | -504.15× |
| 过去12个月自由现金流最近4个季度 | $28.2M | — |
8季度趋势，按日历期对齐
经营现金流LEGHRWT
| Q4 25 | $19.0M | $-10.1B | ||
| Q3 25 | $7.2M | $-2.7B | ||
| Q2 25 | $6.1M | $-2.1B | ||
| Q1 25 | $4.9M | $-2.0B | ||
| Q4 24 | $7.9M | $-5.9B | ||
| Q3 24 | $13.8M | $-2.1B | ||
| Q2 24 | $3.5M | $-2.0B | ||
| Q1 24 | $10.8M | $-954.2M |
自由现金流LEGHRWT
| Q4 25 | $15.7M | — | ||
| Q3 25 | $5.1M | — | ||
| Q2 25 | $3.7M | — | ||
| Q1 25 | $3.6M | — | ||
| Q4 24 | $6.0M | — | ||
| Q3 24 | $9.1M | — | ||
| Q2 24 | $1.7M | — | ||
| Q1 24 | $9.9M | — |
自由现金流率LEGHRWT
| Q4 25 | 61.6% | — | ||
| Q3 25 | 17.8% | — | ||
| Q2 25 | 9.6% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 16.4% | — | ||
| Q3 24 | 30.2% | — | ||
| Q2 24 | 5.4% | — | ||
| Q1 24 | 32.2% | — |
资本支出强度LEGHRWT
| Q4 25 | 13.1% | — | ||
| Q3 25 | 7.1% | — | ||
| Q2 25 | 6.2% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 5.1% | — | ||
| Q3 24 | 15.6% | — | ||
| Q2 24 | 5.5% | — | ||
| Q1 24 | 2.8% | — |
现金转化率LEGHRWT
| Q4 25 | 2.32× | -504.15× | ||
| Q3 25 | 0.83× | — | ||
| Q2 25 | 0.41× | — | ||
| Q1 25 | 0.48× | -120.92× | ||
| Q4 24 | 0.54× | — | ||
| Q3 24 | 0.88× | -140.86× | ||
| Q2 24 | 0.21× | -126.56× | ||
| Q1 24 | 0.71× | -31.53× |
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% |
RWT
暂无分部数据
