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M/I HOMES, INC.（MHO）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Roper Technologies的季度营收约是M/I HOMES, INC.的1.8倍（$2.1B vs $1.1B），Roper Technologies净利率更高（15.8% vs 5.6%，领先10.2%），Roper Technologies同比增速更快（11.3% vs -4.8%），Roper Technologies自由现金流更多（$507.0M vs $-13.0M），过去两年Roper Technologies的营收复合增速更高（10.5% vs 4.7%）
M/I Homes是美国领先的住宅建筑企业，主要设计、建造及销售独栋住宅、联排住宅与复式公寓，业务覆盖美国多州，面向首次置业、改善型及高端置业群体，提供节能住宅产品与个性化定制服务。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
MHO vs ROP — 直观对比
营收规模更大
ROP
是对方的1.8倍
$1.1B
营收增速更快
ROP
高出16.1%
-4.8%
净利率更高
ROP
高出10.2%
5.6%
自由现金流更多
ROP
多$520.0M
$-13.0M
两年增速更快
ROP
近两年复合增速
4.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.1B |
| 净利润 | $64.0M | $331.0M |
| 毛利率 | 17.4% | 69.4% |
| 营业利润率 | 6.5% | 27.2% |
| 净利率 | 5.6% | 15.8% |
| 营收同比 | -4.8% | 11.3% |
| 净利润同比 | -52.1% | 53.7% |
| 每股收益（稀释后） | $2.42 | $4.87 |
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MHOROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $976.1M | $1.9B | ||
| Q4 24 | $1.2B | $1.9B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.7B |
净利润MHOROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $64.0M | $428.4M | ||
| Q3 25 | $106.5M | $398.5M | ||
| Q2 25 | $121.2M | $378.3M | ||
| Q1 25 | $111.2M | $331.1M | ||
| Q4 24 | $133.5M | $462.3M | ||
| Q3 24 | $145.4M | $367.9M | ||
| Q2 24 | $146.7M | $337.1M |
毛利率MHOROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 17.4% | 69.5% | ||
| Q3 25 | 24.5% | 69.5% | ||
| Q2 25 | 24.7% | 69.2% | ||
| Q1 25 | 25.9% | 68.7% | ||
| Q4 24 | 24.6% | 68.3% | ||
| Q3 24 | 27.1% | 69.2% | ||
| Q2 24 | 27.9% | 69.5% |
营业利润率MHOROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 6.5% | 28.6% | ||
| Q3 25 | 12.0% | 28.4% | ||
| Q2 25 | 13.4% | 28.2% | ||
| Q1 25 | 14.4% | 27.9% | ||
| Q4 24 | 13.6% | 28.0% | ||
| Q3 24 | 15.9% | 28.1% | ||
| Q2 24 | 16.8% | 28.8% |
净利率MHOROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 5.6% | 20.8% | ||
| Q3 25 | 9.4% | 19.8% | ||
| Q2 25 | 10.4% | 19.5% | ||
| Q1 25 | 11.4% | 17.6% | ||
| Q4 24 | 11.1% | 24.6% | ||
| Q3 24 | 12.7% | 20.8% | ||
| Q2 24 | 13.2% | 19.6% |
每股收益（稀释后）MHOROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $2.42 | $3.97 | ||
| Q3 25 | $3.92 | $3.68 | ||
| Q2 25 | $4.42 | $3.49 | ||
| Q1 25 | $3.98 | $3.06 | ||
| Q4 24 | $4.71 | $4.29 | ||
| Q3 24 | $5.10 | $3.40 | ||
| Q2 24 | $5.12 | $3.12 |
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 | — | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $3.2B | $18.8B |
| 总资产 | $4.8B | $34.6B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资MHOROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | — | $297.4M | ||
| Q3 25 | — | $320.0M | ||
| Q2 25 | — | $242.4M | ||
| Q1 25 | — | $372.8M | ||
| Q4 24 | — | $188.2M | ||
| Q3 24 | — | $269.6M | ||
| Q2 24 | — | $251.5M |
总债务MHOROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MHOROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $3.2B | $19.9B | ||
| Q3 25 | $3.1B | $20.0B | ||
| Q2 25 | $3.1B | $19.6B | ||
| Q1 25 | $3.0B | $19.2B | ||
| Q4 24 | $2.9B | $18.9B | ||
| Q3 24 | $2.8B | $18.5B | ||
| Q2 24 | $2.7B | $18.1B |
总资产MHOROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $4.8B | $34.6B | ||
| Q3 25 | $4.8B | $34.6B | ||
| Q2 25 | $4.7B | $33.2B | ||
| Q1 25 | $4.6B | $31.4B | ||
| Q4 24 | $4.5B | $31.3B | ||
| Q3 24 | $4.5B | $31.6B | ||
| Q2 24 | $4.3B | $29.8B |
负债/权益比MHOROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.40× | ||
| 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 | $-8.7M | — |
| 自由现金流经营现金流 - 资本支出 | $-13.0M | $507.0M |
| 自由现金流率自由现金流/营收 | -1.1% | 24.2% |
| 资本支出强度资本支出/营收 | 0.4% | 0.5% |
| 现金转化率经营现金流/净利润 | -0.14× | — |
| 过去12个月自由现金流最近4个季度 | $127.7M | — |
8季度趋势，按日历期对齐
经营现金流MHOROP
| Q1 26 | — | — | ||
| Q4 25 | $-8.7M | $738.0M | ||
| Q3 25 | $43.4M | $869.5M | ||
| Q2 25 | $37.8M | $404.1M | ||
| Q1 25 | $64.9M | $528.7M | ||
| Q4 24 | $104.4M | $722.2M | ||
| Q3 24 | $-67.9M | $755.4M | ||
| Q2 24 | $27.5M | $384.1M |
自由现金流MHOROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $-13.0M | — | ||
| Q3 25 | $42.0M | — | ||
| Q2 25 | $35.1M | — | ||
| Q1 25 | $63.5M | — | ||
| Q4 24 | $102.3M | — | ||
| Q3 24 | $-68.5M | — | ||
| Q2 24 | $22.0M | — |
自由现金流率MHOROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | -1.1% | — | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | 3.0% | — | ||
| Q1 25 | 6.5% | — | ||
| Q4 24 | 8.5% | — | ||
| Q3 24 | -6.0% | — | ||
| Q2 24 | 2.0% | — |
资本支出强度MHOROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 0.4% | — | ||
| Q3 25 | 0.1% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.5% | — |
现金转化率MHOROP
| Q1 26 | — | — | ||
| Q4 25 | -0.14× | 1.72× | ||
| Q3 25 | 0.41× | 2.18× | ||
| Q2 25 | 0.31× | 1.07× | ||
| Q1 25 | 0.58× | 1.60× | ||
| Q4 24 | 0.78× | 1.56× | ||
| Q3 24 | -0.47× | 2.05× | ||
| Q2 24 | 0.19× | 1.14× |
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
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
ROP
暂无分部数据
