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Mobileye Global Inc.（MBLY）与Tri Pointe Homes, Inc.（TPH）财务数据对比。点击上方公司名可切换其他公司
Mobileye Global Inc.的季度营收约是Tri Pointe Homes, Inc.的2.0倍（$1.9B vs $972.6M），Mobileye Global Inc.同比增速更快（27.4% vs -22.4%），过去两年Mobileye Global Inc.的营收复合增速更高（109.9% vs 1.8%）
Mobileye Global Inc.注册地为美国，总部位于以色列，是自动驾驶领域的知名企业，专注研发自动驾驶技术与高级驾驶辅助系统（ADAS），产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购，2022年重新上市。
Tri Pointe Homes, Inc.是总部位于美国内华达州inclinet村的住宅建筑企业，为购房者提供融资及保险服务，业务覆盖亚利桑那、加利福尼亚、内华达、华盛顿、科罗拉多、得克萨斯、哥伦比亚特区、马里兰、北卡罗来纳、南卡罗来纳、弗吉尼亚等地区，按房屋交付量计算是美国第18大住宅建筑商。
MBLY vs TPH — 直观对比
营收规模更大
MBLY
是对方的2.0倍
$972.6M
营收增速更快
MBLY
高出49.8%
-22.4%
两年增速更快
MBLY
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $972.6M |
| 净利润 | — | $60.2M |
| 毛利率 | 14.2% | — |
| 营业利润率 | — | 8.1% |
| 净利率 | — | 6.2% |
| 营收同比 | 27.4% | -22.4% |
| 净利润同比 | — | -53.4% |
| 每股收益（稀释后） | — | $0.70 |
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MBLYTPH
| Q1 26 | $1.9B | — | ||
| Q4 25 | $446.0M | $972.6M | ||
| Q3 25 | $504.0M | $854.7M | ||
| Q2 25 | $506.0M | $902.4M | ||
| Q1 25 | $438.0M | $740.9M | ||
| Q4 24 | $490.0M | $1.3B | ||
| Q3 24 | $486.0M | $1.1B | ||
| Q2 24 | $439.0M | $1.2B |
净利润MBLYTPH
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $60.2M | ||
| Q3 25 | $-96.0M | $56.1M | ||
| Q2 25 | $-67.0M | $60.7M | ||
| Q1 25 | $-102.0M | $64.0M | ||
| Q4 24 | $-71.0M | $129.2M | ||
| Q3 24 | $-2.7B | $111.8M | ||
| Q2 24 | $-86.0M | $118.0M |
毛利率MBLYTPH
| Q1 26 | 14.2% | — | ||
| Q4 25 | 45.3% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 49.8% | — | ||
| Q1 25 | 47.3% | — | ||
| Q4 24 | 49.2% | — | ||
| Q3 24 | 48.8% | — | ||
| Q2 24 | 47.6% | — |
营业利润率MBLYTPH
| Q1 26 | — | — | ||
| Q4 25 | -31.4% | 8.1% | ||
| Q3 25 | -21.6% | 8.1% | ||
| Q2 25 | -14.6% | 8.5% | ||
| Q1 25 | -26.7% | 10.4% | ||
| Q4 24 | -17.6% | 13.4% | ||
| Q3 24 | -577.6% | 12.6% | ||
| Q2 24 | -21.4% | 12.9% |
净利率MBLYTPH
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | 6.2% | ||
| Q3 25 | -19.0% | 6.6% | ||
| Q2 25 | -13.2% | 6.7% | ||
| Q1 25 | -23.3% | 8.6% | ||
| Q4 24 | -14.5% | 10.3% | ||
| Q3 24 | -558.6% | 9.8% | ||
| Q2 24 | -19.6% | 10.2% |
每股收益（稀释后）MBLYTPH
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $0.70 | ||
| Q3 25 | $-0.12 | $0.64 | ||
| Q2 25 | $-0.08 | $0.68 | ||
| Q1 25 | $-0.13 | $0.70 | ||
| Q4 24 | $-0.09 | $1.37 | ||
| Q3 24 | $-3.35 | $1.18 | ||
| Q2 24 | $-0.11 | $1.25 |
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 | $1.2B | $982.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $3.3B |
| 总资产 | $8.7B | $5.0B |
| 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MBLYTPH
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $982.8M | ||
| Q3 25 | $1.7B | $792.0M | ||
| Q2 25 | $1.7B | $622.6M | ||
| Q1 25 | $1.5B | $812.9M | ||
| Q4 24 | $1.4B | $970.0M | ||
| Q3 24 | $1.3B | $676.0M | ||
| Q2 24 | $1.2B | $492.9M |
总债务MBLYTPH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $646.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MBLYTPH
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $3.3B | ||
| Q3 25 | $11.9B | $3.3B | ||
| Q2 25 | $12.1B | $3.3B | ||
| Q1 25 | $12.0B | $3.3B | ||
| Q4 24 | $12.1B | $3.3B | ||
| Q3 24 | $12.1B | $3.2B | ||
| Q2 24 | $14.7B | $3.1B |
总资产MBLYTPH
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $5.0B | ||
| Q3 25 | $12.5B | $5.0B | ||
| Q2 25 | $12.6B | $4.8B | ||
| Q1 25 | $12.5B | $4.8B | ||
| Q4 24 | $12.6B | $4.9B | ||
| Q3 24 | $12.6B | $4.8B | ||
| Q2 24 | $15.3B | $4.6B |
负债/权益比MBLYTPH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.19× | ||
| 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 | $75.0M | $221.0M |
| 自由现金流经营现金流 - 资本支出 | — | $213.2M |
| 自由现金流率自由现金流/营收 | — | 21.9% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 3.67× |
| 过去12个月自由现金流最近4个季度 | — | $128.5M |
8季度趋势，按日历期对齐
经营现金流MBLYTPH
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $221.0M | ||
| Q3 25 | $167.0M | $45.9M | ||
| Q2 25 | $213.0M | $-74.3M | ||
| Q1 25 | $109.0M | $-31.2M | ||
| Q4 24 | $204.0M | $360.3M | ||
| Q3 24 | $126.0M | $167.9M | ||
| Q2 24 | $30.0M | $23.1M |
自由现金流MBLYTPH
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $213.2M | ||
| Q3 25 | $143.0M | $39.1M | ||
| Q2 25 | $199.0M | $-84.5M | ||
| Q1 25 | $95.0M | $-39.3M | ||
| Q4 24 | $191.0M | $355.9M | ||
| Q3 24 | $104.0M | $161.5M | ||
| Q2 24 | $6.0M | $17.0M |
自由现金流率MBLYTPH
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 21.9% | ||
| Q3 25 | 28.4% | 4.6% | ||
| Q2 25 | 39.3% | -9.4% | ||
| Q1 25 | 21.7% | -5.3% | ||
| Q4 24 | 39.0% | 28.4% | ||
| Q3 24 | 21.4% | 14.1% | ||
| Q2 24 | 1.4% | 1.5% |
资本支出强度MBLYTPH
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 0.8% | ||
| Q3 25 | 4.8% | 0.8% | ||
| Q2 25 | 2.8% | 1.1% | ||
| Q1 25 | 3.2% | 1.1% | ||
| Q4 24 | 2.7% | 0.3% | ||
| Q3 24 | 4.5% | 0.6% | ||
| Q2 24 | 5.5% | 0.5% |
现金转化率MBLYTPH
| Q1 26 | — | — | ||
| Q4 25 | — | 3.67× | ||
| Q3 25 | — | 0.82× | ||
| Q2 25 | — | -1.22× | ||
| Q1 25 | — | -0.49× | ||
| Q4 24 | — | 2.79× | ||
| Q3 24 | — | 1.50× | ||
| Q2 24 | — | 0.20× |
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
MBLY
暂无分部数据
TPH
| West | $547.8M | 56% |
| Central | $245.1M | 25% |
| East | $161.8M | 17% |
| Financial Services Segment | $18.0M | 2% |
| Land | $7.9M | 1% |
