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Mativ Holdings, Inc.（MATV）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Mativ Holdings, Inc.的1.5倍（$697.2M vs $463.1M），Mativ Holdings, Inc.净利率更高（21.8% vs 1.7%，领先20.0%），Mativ Holdings, Inc.同比增速更快（1.0% vs -25.8%），过去两年SUN COMMUNITIES INC的营收复合增速更高（-2.1% vs -3.8%）
Mativ Holdings是一家全球特种材料制造商，主要生产高性能先进聚合物、无纺布、过滤解决方案及功能性涂层材料，服务医疗、工业、消费品、航空航天、能源等领域，业务遍及北美、欧洲及亚太地区。
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。
MATV vs SUI — 直观对比
营收规模更大
SUI
是对方的1.5倍
$463.1M
营收增速更快
MATV
高出26.8%
-25.8%
净利率更高
MATV
高出20.0%
1.7%
两年增速更快
SUI
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $463.1M | $697.2M |
| 净利润 | $100.8M | $12.1M |
| 毛利率 | 18.8% | — |
| 营业利润率 | 2.2% | — |
| 净利率 | 21.8% | 1.7% |
| 营收同比 | 1.0% | -25.8% |
| 净利润同比 | 6620.0% | -96.0% |
| 每股收益（稀释后） | $1.87 | $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MATVSUI
| Q4 25 | $463.1M | — | ||
| Q3 25 | $513.7M | $697.2M | ||
| Q2 25 | $525.4M | $623.5M | ||
| Q1 25 | $484.8M | $470.2M | ||
| Q4 24 | $458.6M | $745.9M | ||
| Q3 24 | $498.5M | $939.9M | ||
| Q2 24 | $523.8M | $864.0M | ||
| Q1 24 | $500.2M | $671.3M |
净利润MATVSUI
| Q4 25 | $100.8M | — | ||
| Q3 25 | $-3.2M | $12.1M | ||
| Q2 25 | $-9.5M | $1.3B | ||
| Q1 25 | $-425.5M | $-41.2M | ||
| Q4 24 | $1.5M | $-228.4M | ||
| Q3 24 | $-20.8M | $300.5M | ||
| Q2 24 | $-1.4M | $56.7M | ||
| Q1 24 | $-28.0M | $-25.2M |
毛利率MATVSUI
| Q4 25 | 18.8% | — | ||
| Q3 25 | 19.3% | — | ||
| Q2 25 | 19.7% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 18.8% | — | ||
| Q2 24 | 20.8% | — | ||
| Q1 24 | 16.8% | — |
营业利润率MATVSUI
| Q4 25 | 2.2% | — | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | -88.8% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 2.0% | — | ||
| Q1 24 | -2.8% | — |
净利率MATVSUI
| Q4 25 | 21.8% | — | ||
| Q3 25 | -0.6% | 1.7% | ||
| Q2 25 | -1.8% | 210.8% | ||
| Q1 25 | -87.8% | -8.8% | ||
| Q4 24 | 0.3% | -30.6% | ||
| Q3 24 | -4.2% | 32.0% | ||
| Q2 24 | -0.3% | 6.6% | ||
| Q1 24 | -5.6% | -3.8% |
每股收益（稀释后）MATVSUI
| Q4 25 | $1.87 | — | ||
| Q3 25 | $-0.06 | $0.07 | ||
| Q2 25 | $-0.18 | $10.02 | ||
| Q1 25 | $-7.82 | $-0.34 | ||
| Q4 24 | $0.03 | $-1.80 | ||
| Q3 24 | $-0.38 | $2.31 | ||
| Q2 24 | $-0.03 | $0.42 | ||
| Q1 24 | $-0.52 | $-0.22 |
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 | $84.2M | $542.7M |
| 总债务越低越好 | $1.0B | — |
| 股东权益账面价值 | $498.7M | $7.0B |
| 总资产 | $2.1B | $12.8B |
| 负债/权益比越低杠杆越低 | 2.07× | — |
8季度趋势，按日历期对齐
现金及短期投资MATVSUI
| Q4 25 | $84.2M | — | ||
| Q3 25 | $97.1M | $542.7M | ||
| Q2 25 | $95.6M | $889.7M | ||
| Q1 25 | $84.0M | — | ||
| Q4 24 | $94.3M | $47.4M | ||
| Q3 24 | $162.2M | — | ||
| Q2 24 | $133.4M | — | ||
| Q1 24 | $128.9M | — |
总债务MATVSUI
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | $7.4B | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — |
股东权益MATVSUI
| Q4 25 | $498.7M | — | ||
| Q3 25 | $397.4M | $7.0B | ||
| Q2 25 | $416.6M | $7.4B | ||
| Q1 25 | $428.2M | $6.9B | ||
| Q4 24 | $858.5M | $7.1B | ||
| Q3 24 | $882.3M | $7.5B | ||
| Q2 24 | $898.0M | $6.9B | ||
| Q1 24 | $906.9M | $6.9B |
总资产MATVSUI
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.0B | $12.8B | ||
| Q2 25 | $2.1B | $13.4B | ||
| Q1 25 | $2.1B | $16.5B | ||
| Q4 24 | $2.4B | $16.5B | ||
| Q3 24 | $2.6B | $17.1B | ||
| Q2 24 | $2.6B | $17.0B | ||
| Q1 24 | $2.7B | $17.1B |
负债/权益比MATVSUI
| Q4 25 | 2.07× | — | ||
| Q3 25 | 2.63× | — | ||
| Q2 25 | 2.66× | — | ||
| Q1 25 | 2.67× | — | ||
| Q4 24 | 1.30× | 1.04× | ||
| Q3 24 | 1.32× | — | ||
| Q2 24 | 1.29× | — | ||
| Q1 24 | 1.30× | — |
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 | $19.3M | $197.8M |
| 自由现金流经营现金流 - 资本支出 | $8.0M | — |
| 自由现金流率自由现金流/营收 | 1.7% | — |
| 资本支出强度资本支出/营收 | 2.4% | — |
| 现金转化率经营现金流/净利润 | 0.19× | 16.35× |
| 过去12个月自由现金流最近4个季度 | $93.8M | — |
8季度趋势，按日历期对齐
经营现金流MATVSUI
| Q4 25 | $19.3M | — | ||
| Q3 25 | $72.8M | $197.8M | ||
| Q2 25 | $57.6M | $256.0M | ||
| Q1 25 | $-15.9M | $243.9M | ||
| Q4 24 | $24.1M | $118.0M | ||
| Q3 24 | $37.6M | $189.2M | ||
| Q2 24 | $46.1M | $311.3M | ||
| Q1 24 | $-13.0M | $242.5M |
自由现金流MATVSUI
| Q4 25 | $8.0M | — | ||
| Q3 25 | $66.7M | — | ||
| Q2 25 | $48.9M | — | ||
| Q1 25 | $-29.8M | — | ||
| Q4 24 | $2.0M | — | ||
| Q3 24 | $25.5M | — | ||
| Q2 24 | $37.4M | — | ||
| Q1 24 | $-25.1M | — |
自由现金流率MATVSUI
| Q4 25 | 1.7% | — | ||
| Q3 25 | 13.0% | — | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | -6.1% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 5.1% | — | ||
| Q2 24 | 7.1% | — | ||
| Q1 24 | -5.0% | — |
资本支出强度MATVSUI
| Q4 25 | 2.4% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 4.8% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 1.7% | — | ||
| Q1 24 | 2.4% | — |
现金转化率MATVSUI
| Q4 25 | 0.19× | — | ||
| Q3 25 | — | 16.35× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | 16.07× | — | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 5.49× | ||
| Q1 24 | — | — |
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
MATV
| Other | $208.7M | 45% |
| SAS Segment | $157.4M | 34% |
| FAM Segment | $97.0M | 21% |
SUI
暂无分部数据
