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Legacy Housing Corp（LEGH）与Champion Homes, Inc.（SKY）财务数据对比。点击上方公司名可切换其他公司
Champion Homes, Inc.的季度营收约是Legacy Housing Corp的25.8倍（$656.6M vs $25.5M）。Legacy Housing Corp净利率更高（32.2% vs 8.3%，领先23.9%）。Champion Homes, Inc.同比增速更快（1.8% vs -30.6%）。Champion Homes, Inc.自由现金流更多（$92.9M vs $15.7M）。过去两年Champion Homes, Inc.的营收复合增速更高（10.6% 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。
Champion Homes, Inc.是移动及模块化住宅制造企业，为北美头部模块化住宅建造商之一，业务覆盖美国及加拿大西部地区，提供工厂预制住宅产品，可满足不同场景的居住需求，凭借工业化生产优势保障住房品质与交付效率。
LEGH vs SKY — 直观对比
营收规模更大
SKY
是对方的25.8倍
$25.5M
营收增速更快
SKY
高出32.4%
-30.6%
净利率更高
LEGH
高出23.9%
8.3%
自由现金流更多
SKY
多$77.2M
$15.7M
两年增速更快
SKY
近两年复合增速
-9.1%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $25.5M | $656.6M |
| 净利润 | $8.2M | $54.3M |
| 毛利率 | 26.4% | 26.2% |
| 营业利润率 | 40.4% | 9.5% |
| 净利率 | 32.2% | 8.3% |
| 营收同比 | -30.6% | 1.8% |
| 净利润同比 | -43.5% | -11.7% |
| 每股收益（稀释后） | $0.38 | $0.97 |
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LEGHSKY
| Q4 25 | $25.5M | $656.6M | ||
| Q3 25 | $28.8M | $684.4M | ||
| Q2 25 | $38.4M | $701.3M | ||
| Q1 25 | $24.3M | $593.9M | ||
| Q4 24 | $36.7M | $644.9M | ||
| Q3 24 | $30.2M | $616.9M | ||
| Q2 24 | $31.7M | $627.8M | ||
| Q1 24 | $30.8M | $536.4M |
净利润LEGHSKY
| Q4 25 | $8.2M | $54.3M | ||
| Q3 25 | $8.6M | $58.2M | ||
| Q2 25 | $14.7M | $64.7M | ||
| Q1 25 | $10.3M | $36.3M | ||
| Q4 24 | $14.5M | $61.5M | ||
| Q3 24 | $15.8M | $54.7M | ||
| Q2 24 | $16.2M | $45.8M | ||
| Q1 24 | $15.1M | $2.8M |
毛利率LEGHSKY
| Q4 25 | 26.4% | 26.2% | ||
| Q3 25 | 20.2% | 27.5% | ||
| Q2 25 | 32.4% | 27.1% | ||
| Q1 25 | 29.2% | 25.7% | ||
| Q4 24 | 27.3% | 28.1% | ||
| Q3 24 | 29.2% | 27.0% | ||
| Q2 24 | 31.9% | 26.2% | ||
| Q1 24 | 33.6% | 18.3% |
营业利润率LEGHSKY
| Q4 25 | 40.4% | 9.5% | ||
| Q3 25 | 33.7% | 10.9% | ||
| Q2 25 | 43.8% | 11.2% | ||
| Q1 25 | 47.7% | 7.1% | ||
| Q4 24 | 42.3% | 11.3% | ||
| Q3 24 | 50.8% | 10.8% | ||
| Q2 24 | 50.6% | 8.8% | ||
| Q1 24 | 54.3% | 1.4% |
净利率LEGHSKY
| Q4 25 | 32.2% | 8.3% | ||
| Q3 25 | 30.0% | 8.5% | ||
| Q2 25 | 38.3% | 9.2% | ||
| Q1 25 | 42.3% | 6.1% | ||
| Q4 24 | 39.5% | 9.5% | ||
| Q3 24 | 52.4% | 8.9% | ||
| Q2 24 | 51.1% | 7.3% | ||
| Q1 24 | 49.1% | 0.5% |
每股收益（稀释后）LEGHSKY
| Q4 25 | $0.38 | $0.97 | ||
| Q3 25 | $0.35 | $1.03 | ||
| Q2 25 | $0.60 | $1.13 | ||
| Q1 25 | $0.41 | $0.63 | ||
| Q4 24 | $0.59 | $1.06 | ||
| Q3 24 | $0.64 | $0.94 | ||
| Q2 24 | $0.65 | $0.79 | ||
| Q1 24 | $0.60 | $0.04 |
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 | $659.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $528.6M | $1.6B |
| 总资产 | $580.3M | $2.1B |
| 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LEGHSKY
| Q4 25 | $8.5M | $659.8M | ||
| Q3 25 | $13.6M | $618.7M | ||
| Q2 25 | $2.6M | $605.3M | ||
| Q1 25 | $3.4M | $610.3M | ||
| Q4 24 | $1.1M | $581.8M | ||
| Q3 24 | $570.0K | $570.2M | ||
| Q2 24 | $60.0K | $548.9M | ||
| Q1 24 | $621.0K | $495.1M |
股东权益LEGHSKY
| Q4 25 | $528.6M | $1.6B | ||
| Q3 25 | $521.6M | $1.6B | ||
| Q2 25 | $512.8M | $1.6B | ||
| Q1 25 | $503.7M | $1.5B | ||
| Q4 24 | $494.0M | $1.5B | ||
| Q3 24 | $479.3M | $1.5B | ||
| Q2 24 | $463.2M | $1.5B | ||
| Q1 24 | $450.4M | $1.4B |
总资产LEGHSKY
| Q4 25 | $580.3M | $2.1B | ||
| Q3 25 | $557.9M | $2.1B | ||
| Q2 25 | $552.0M | $2.1B | ||
| Q1 25 | $544.6M | $2.1B | ||
| Q4 24 | $534.2M | $2.0B | ||
| Q3 24 | $521.4M | $2.0B | ||
| Q2 24 | $514.9M | $2.0B | ||
| Q1 24 | $510.0M | $1.9B |
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 | $100.0M |
| 自由现金流经营现金流 - 资本支出 | $15.7M | $92.9M |
| 自由现金流率自由现金流/营收 | 61.6% | 14.1% |
| 资本支出强度资本支出/营收 | 13.1% | 1.1% |
| 现金转化率经营现金流/净利润 | 2.32× | 1.84× |
| 过去12个月自由现金流最近4个季度 | $28.2M | $259.7M |
8季度趋势，按日历期对齐
经营现金流LEGHSKY
| Q4 25 | $19.0M | $100.0M | ||
| Q3 25 | $7.2M | $75.9M | ||
| Q2 25 | $6.1M | $75.3M | ||
| Q1 25 | $4.9M | $46.0M | ||
| Q4 24 | $7.9M | $50.4M | ||
| Q3 24 | $13.8M | $59.8M | ||
| Q2 24 | $3.5M | $84.6M | ||
| Q1 24 | $10.8M | — |
自由现金流LEGHSKY
| Q4 25 | $15.7M | $92.9M | ||
| Q3 25 | $5.1M | $67.0M | ||
| Q2 25 | $3.7M | $66.4M | ||
| Q1 25 | $3.6M | $33.4M | ||
| Q4 24 | $6.0M | $37.3M | ||
| Q3 24 | $9.1M | $45.7M | ||
| Q2 24 | $1.7M | $73.9M | ||
| Q1 24 | $9.9M | — |
自由现金流率LEGHSKY
| Q4 25 | 61.6% | 14.1% | ||
| Q3 25 | 17.8% | 9.8% | ||
| Q2 25 | 9.6% | 9.5% | ||
| Q1 25 | 15.0% | 5.6% | ||
| Q4 24 | 16.4% | 5.8% | ||
| Q3 24 | 30.2% | 7.4% | ||
| Q2 24 | 5.4% | 11.8% | ||
| Q1 24 | 32.2% | — |
资本支出强度LEGHSKY
| Q4 25 | 13.1% | 1.1% | ||
| Q3 25 | 7.1% | 1.3% | ||
| Q2 25 | 6.2% | 1.3% | ||
| Q1 25 | 5.2% | 2.1% | ||
| Q4 24 | 5.1% | 2.0% | ||
| Q3 24 | 15.6% | 2.3% | ||
| Q2 24 | 5.5% | 1.7% | ||
| Q1 24 | 2.8% | — |
现金转化率LEGHSKY
| Q4 25 | 2.32× | 1.84× | ||
| Q3 25 | 0.83× | 1.30× | ||
| Q2 25 | 0.41× | 1.16× | ||
| Q1 25 | 0.48× | 1.27× | ||
| Q4 24 | 0.54× | 0.82× | ||
| Q3 24 | 0.88× | 1.09× | ||
| Q2 24 | 0.21× | 1.85× | ||
| 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% |
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
