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LGI Homes, Inc.(LGIH)与Reddit, Inc.(RDDT)财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是LGI Homes, Inc.的1.4倍($663.0M vs $474.0M),Reddit, Inc.净利率更高(30.8% vs 3.7%,领先27.1%),Reddit, Inc.同比增速更快(69.0% vs -15.0%),过去两年Reddit, Inc.的营收复合增速更高(53.6% vs 10.1%)
LGI Homes是一家总部位于美国得克萨斯州的新建住宅开发商,业务聚焦美国西南部地区。据《建筑商》杂志统计,该公司目前是美国第十大住宅建筑商,2019年共交付房屋7690套,较2018年增长18.1%,全年房屋销售营收达18亿美元,行业规模位居美国前列。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
LGIH vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.4倍
$474.0M
营收增速更快
RDDT
高出84.0%
-15.0%
净利率更高
RDDT
高出27.1%
3.7%
两年增速更快
RDDT
近两年复合增速
10.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $474.0M | $663.0M |
| 净利润 | $17.3M | $204.0M |
| 毛利率 | 17.7% | 100.0% |
| 营业利润率 | 3.9% | 0.0% |
| 净利率 | 3.7% | 30.8% |
| 营收同比 | -15.0% | 69.0% |
| 净利润同比 | -66.0% | 680.0% |
| 每股收益(稀释后) | $0.74 | $1.01 |
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
LGIH
RDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | $474.0M | $725.6M | ||
| Q3 25 | $396.6M | $584.9M | ||
| Q2 25 | $483.5M | $499.6M | ||
| Q1 25 | $351.4M | $392.4M | ||
| Q4 24 | $557.4M | $427.7M | ||
| Q3 24 | $651.9M | $348.4M | ||
| Q2 24 | $602.5M | $281.2M |
净利润
LGIH
RDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | $17.3M | $251.6M | ||
| Q3 25 | $19.7M | $162.7M | ||
| Q2 25 | $31.5M | $89.3M | ||
| Q1 25 | $4.0M | $26.2M | ||
| Q4 24 | $50.9M | $71.0M | ||
| Q3 24 | $69.6M | $29.9M | ||
| Q2 24 | $58.6M | $-10.1M |
毛利率
LGIH
RDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | 17.7% | 91.9% | ||
| Q3 25 | 21.5% | 91.0% | ||
| Q2 25 | 22.9% | 90.8% | ||
| Q1 25 | 21.0% | 90.5% | ||
| Q4 24 | 22.9% | 92.6% | ||
| Q3 24 | 25.1% | 90.1% | ||
| Q2 24 | 25.0% | 89.5% |
营业利润率
LGIH
RDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | 3.9% | 31.9% | ||
| Q3 25 | 5.4% | 23.7% | ||
| Q2 25 | 8.2% | 13.6% | ||
| Q1 25 | 0.0% | 1.0% | ||
| Q4 24 | 8.2% | 12.4% | ||
| Q3 24 | 12.3% | 2.0% | ||
| Q2 24 | 11.2% | -11.0% |
净利率
LGIH
RDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | 3.7% | 34.7% | ||
| Q3 25 | 5.0% | 27.8% | ||
| Q2 25 | 6.5% | 17.9% | ||
| Q1 25 | 1.1% | 6.7% | ||
| Q4 24 | 9.1% | 16.6% | ||
| Q3 24 | 10.7% | 8.6% | ||
| Q2 24 | 9.7% | -3.6% |
每股收益(稀释后)
LGIH
RDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | $0.74 | $1.24 | ||
| Q3 25 | $0.85 | $0.80 | ||
| Q2 25 | $1.36 | $0.45 | ||
| Q1 25 | $0.17 | $0.13 | ||
| Q4 24 | $2.15 | $4.76 | ||
| Q3 24 | $2.95 | $0.16 | ||
| Q2 24 | $2.48 | $-0.06 |
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 | — | $1.4B |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | $2.1B | $3.2B |
| 总资产 | $3.9B | $3.5B |
| 负债/权益比越低杠杆越低 | 0.79× | — |
8季度趋势,按日历期对齐
现金及短期投资
LGIH
RDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $953.6M | ||
| Q3 25 | — | $911.7M | ||
| Q2 25 | — | $734.1M | ||
| Q1 25 | — | $635.7M | ||
| Q4 24 | $53.2M | $562.1M | ||
| Q3 24 | — | $515.9M | ||
| Q2 24 | — | $468.0M |
总债务
LGIH
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
LGIH
RDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | $2.1B | $2.6B | ||
| Q2 25 | $2.1B | $2.4B | ||
| Q1 25 | $2.0B | $2.2B | ||
| Q4 24 | $2.0B | $2.1B | ||
| Q3 24 | $2.0B | $2.0B | ||
| Q2 24 | $1.9B | $1.9B |
总资产
LGIH
RDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $3.9B | $3.2B | ||
| Q3 25 | $4.0B | $2.9B | ||
| Q2 25 | $4.0B | $2.6B | ||
| Q1 25 | $3.9B | $2.4B | ||
| Q4 24 | $3.8B | $2.3B | ||
| Q3 24 | $3.8B | $2.2B | ||
| Q2 24 | $3.7B | $2.1B |
负债/权益比
LGIH
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 0.79× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $86.8M | — |
| 自由现金流经营现金流 - 资本支出 | — | $311.0M |
| 自由现金流率自由现金流/营收 | — | 46.9% |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 现金转化率经营现金流/净利润 | 5.01× | — |
| 过去12个月自由现金流最近4个季度 | — | $868.6M |
8季度趋势,按日历期对齐
经营现金流
LGIH
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $86.8M | $266.8M | ||
| Q3 25 | $-13.2M | $185.2M | ||
| Q2 25 | $-86.4M | $111.3M | ||
| Q1 25 | $-127.1M | $127.6M | ||
| Q4 24 | $57.0M | $90.0M | ||
| Q3 24 | $-17.8M | $71.6M | ||
| Q2 24 | $-83.5M | $28.4M |
自由现金流
LGIH
RDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | — | $263.6M | ||
| Q3 25 | $-13.3M | $183.1M | ||
| Q2 25 | $-86.4M | $110.8M | ||
| Q1 25 | $-128.0M | $126.6M | ||
| Q4 24 | $56.4M | $89.2M | ||
| Q3 24 | $-17.8M | $70.3M | ||
| Q2 24 | $-83.8M | $27.2M |
自由现金流率
LGIH
RDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | — | 36.3% | ||
| Q3 25 | -3.3% | 31.3% | ||
| Q2 25 | -17.9% | 22.2% | ||
| Q1 25 | -36.4% | 32.3% | ||
| Q4 24 | 10.1% | 20.8% | ||
| Q3 24 | -2.7% | 20.2% | ||
| Q2 24 | -13.9% | 9.7% |
资本支出强度
LGIH
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 0.4% | ||
| Q3 25 | 0.0% | 0.4% | ||
| Q2 25 | 0.0% | 0.1% | ||
| Q1 25 | 0.2% | 0.2% | ||
| Q4 24 | 0.1% | 0.2% | ||
| Q3 24 | 0.0% | 0.4% | ||
| Q2 24 | 0.0% | 0.4% |
现金转化率
LGIH
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 5.01× | 1.06× | ||
| Q3 25 | -0.67× | 1.14× | ||
| Q2 25 | -2.74× | 1.25× | ||
| Q1 25 | -31.83× | 4.88× | ||
| Q4 24 | 1.12× | 1.27× | ||
| Q3 24 | -0.26× | 2.40× | ||
| Q2 24 | -1.43× | — |
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
LGIH
| West Reportable Segment | $128.2M | 27% |
| Southeast Reportable Segment | $118.9M | 25% |
| Central Reportable Segment | $105.8M | 22% |
| Florida Reportable Segment | $69.2M | 15% |
| Northwest Reportable Segment | $51.8M | 11% |
RDDT
暂无分部数据