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Stride, Inc.（LRN）与SUN COMMUNITIES INC（SUI）财务数据对比。点击上方公司名可切换其他公司
SUN COMMUNITIES INC的季度营收约是Stride, Inc.的1.1倍（$697.2M vs $629.9M），Stride, Inc.净利率更高（14.1% vs 1.7%，领先12.3%），Stride, Inc.同比增速更快（2.7% vs -25.8%），过去两年Stride, Inc.的营收复合增速更高（6.9% vs -2.1%）
Stride, Inc.是一家营利性教育机构，主营在线及混合式教育项目。作为教育管理机构，其为K12阶段公立学校学生提供替代传统线下教学的在线教育方案，同时也开设职业学习课程。截至2012年，这家上市企业是全球招生规模最大的教育管理机构。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
LRN vs SUI — 直观对比
营收规模更大
SUI
是对方的1.1倍
$629.9M
营收增速更快
LRN
高出28.5%
-25.8%
净利率更高
LRN
高出12.3%
1.7%
两年增速更快
LRN
近两年复合增速
-2.1%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $629.9M | $697.2M |
| 净利润 | $88.5M | $12.1M |
| 毛利率 | — | — |
| 营业利润率 | 20.5% | — |
| 净利率 | 14.1% | 1.7% |
| 营收同比 | 2.7% | -25.8% |
| 净利润同比 | 8.5% | -96.0% |
| 每股收益（稀释后） | $1.93 | $0.07 |
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LRNSUI
| Q3 26 | $629.9M | — | ||
| Q4 25 | $631.3M | — | ||
| Q3 25 | $620.9M | $697.2M | ||
| Q2 25 | $653.6M | $623.5M | ||
| Q1 25 | $613.4M | $470.2M | ||
| Q4 24 | $587.2M | $745.9M | ||
| Q3 24 | $551.1M | $939.9M | ||
| Q2 24 | — | $864.0M |
净利润LRNSUI
| Q3 26 | $88.5M | — | ||
| Q4 25 | $99.5M | — | ||
| Q3 25 | $68.8M | $12.1M | ||
| Q2 25 | $51.3M | $1.3B | ||
| Q1 25 | $99.3M | $-41.2M | ||
| Q4 24 | $96.4M | $-228.4M | ||
| Q3 24 | $40.9M | $300.5M | ||
| Q2 24 | — | $56.7M |
毛利率LRNSUI
| Q3 26 | — | — | ||
| Q4 25 | 41.1% | — | ||
| Q3 25 | 39.0% | — | ||
| Q2 25 | 36.6% | — | ||
| Q1 25 | 40.6% | — | ||
| Q4 24 | 40.8% | — | ||
| Q3 24 | 39.2% | — | ||
| Q2 24 | — | — |
营业利润率LRNSUI
| Q3 26 | 20.5% | — | ||
| Q4 25 | 23.3% | — | ||
| Q3 25 | 11.1% | — | ||
| Q2 25 | 8.7% | — | ||
| Q1 25 | 21.3% | — | ||
| Q4 24 | 21.3% | — | ||
| Q3 24 | 8.6% | — | ||
| Q2 24 | — | — |
净利率LRNSUI
| Q3 26 | 14.1% | — | ||
| Q4 25 | 15.8% | — | ||
| Q3 25 | 11.1% | 1.7% | ||
| Q2 25 | 7.9% | 210.8% | ||
| Q1 25 | 16.2% | -8.8% | ||
| Q4 24 | 16.4% | -30.6% | ||
| Q3 24 | 7.4% | 32.0% | ||
| Q2 24 | — | 6.6% |
每股收益（稀释后）LRNSUI
| Q3 26 | $1.93 | — | ||
| Q4 25 | $2.12 | — | ||
| Q3 25 | $1.40 | $0.07 | ||
| Q2 25 | $0.96 | $10.02 | ||
| Q1 25 | $2.02 | $-0.34 | ||
| Q4 24 | $2.03 | $-1.80 | ||
| Q3 24 | $0.94 | $2.31 | ||
| Q2 24 | — | $0.42 |
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 | $614.0M | $542.7M |
| 总债务越低越好 | $417.6M | — |
| 股东权益账面价值 | $1.6B | $7.0B |
| 总资产 | $2.4B | $12.8B |
| 负债/权益比越低杠杆越低 | 0.25× | — |
8季度趋势，按日历期对齐
现金及短期投资LRNSUI
| Q3 26 | $614.0M | — | ||
| Q4 25 | $625.7M | — | ||
| Q3 25 | $715.1M | $542.7M | ||
| Q2 25 | $985.3M | $889.7M | ||
| Q1 25 | $723.7M | — | ||
| Q4 24 | $717.5M | $47.4M | ||
| Q3 24 | $522.2M | — | ||
| Q2 24 | — | — |
总债务LRNSUI
| Q3 26 | $417.6M | — | ||
| Q4 25 | $417.2M | — | ||
| Q3 25 | $416.8M | — | ||
| Q2 25 | $416.3M | — | ||
| Q1 25 | $415.9M | — | ||
| Q4 24 | $415.5M | $7.4B | ||
| Q3 24 | $415.1M | — | ||
| Q2 24 | — | — |
股东权益LRNSUI
| Q3 26 | $1.6B | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $7.0B | ||
| Q2 25 | $1.5B | $7.4B | ||
| Q1 25 | $1.4B | $6.9B | ||
| Q4 24 | $1.3B | $7.1B | ||
| Q3 24 | $1.2B | $7.5B | ||
| Q2 24 | — | $6.9B |
总资产LRNSUI
| Q3 26 | $2.4B | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | $12.8B | ||
| Q2 25 | $2.3B | $13.4B | ||
| Q1 25 | $2.2B | $16.5B | ||
| Q4 24 | $2.1B | $16.5B | ||
| Q3 24 | $2.0B | $17.1B | ||
| Q2 24 | — | $17.0B |
负债/权益比LRNSUI
| Q3 26 | 0.25× | — | ||
| Q4 25 | 0.27× | — | ||
| Q3 25 | 0.27× | — | ||
| Q2 25 | 0.28× | — | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 0.32× | 1.04× | ||
| Q3 24 | 0.34× | — | ||
| 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 | $117.0M | $197.8M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.32× | 16.35× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流LRNSUI
| Q3 26 | $117.0M | — | ||
| Q4 25 | $91.8M | — | ||
| Q3 25 | $-195.8M | $197.8M | ||
| Q2 25 | $298.3M | $256.0M | ||
| Q1 25 | $53.1M | $243.9M | ||
| Q4 24 | $223.4M | $118.0M | ||
| Q3 24 | $-142.0M | $189.2M | ||
| Q2 24 | — | $311.3M |
自由现金流LRNSUI
| Q3 26 | — | — | ||
| Q4 25 | $91.6M | — | ||
| Q3 25 | $-196.1M | — | ||
| Q2 25 | $297.9M | — | ||
| Q1 25 | $52.9M | — | ||
| Q4 24 | $222.9M | — | ||
| Q3 24 | $-142.7M | — | ||
| Q2 24 | — | — |
自由现金流率LRNSUI
| Q3 26 | — | — | ||
| Q4 25 | 14.5% | — | ||
| Q3 25 | -31.6% | — | ||
| Q2 25 | 45.6% | — | ||
| Q1 25 | 8.6% | — | ||
| Q4 24 | 38.0% | — | ||
| Q3 24 | -25.9% | — | ||
| Q2 24 | — | — |
资本支出强度LRNSUI
| Q3 26 | — | — | ||
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | — | — |
现金转化率LRNSUI
| Q3 26 | 1.32× | — | ||
| Q4 25 | 0.92× | — | ||
| Q3 25 | -2.85× | 16.35× | ||
| Q2 25 | 5.81× | 0.19× | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 2.32× | — | ||
| Q3 24 | -3.47× | 0.63× | ||
| Q2 24 | — | 5.49× |
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
LRN
| General Education | $357.5M | 57% |
| Middle - High School | $259.5M | 41% |
| Adult | $12.9M | 2% |
SUI
暂无分部数据
