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M/I HOMES, INC.（MHO）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
M/I HOMES, INC.的季度营收约是Revvity的1.5倍（$1.1B vs $772.1M），Revvity净利率更高（12.7% vs 5.6%，领先7.2%），Revvity同比增速更快（5.9% vs -4.8%），Revvity自由现金流更多（$161.8M vs $-13.0M），过去两年Revvity的营收复合增速更高（9.0% 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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
MHO vs RVTY — 直观对比
营收规模更大
MHO
是对方的1.5倍
$772.1M
营收增速更快
RVTY
高出10.7%
-4.8%
净利率更高
RVTY
高出7.2%
5.6%
自由现金流更多
RVTY
多$174.8M
$-13.0M
两年增速更快
RVTY
近两年复合增速
4.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $772.1M |
| 净利润 | $64.0M | $98.4M |
| 毛利率 | 17.4% | — |
| 营业利润率 | 6.5% | 14.5% |
| 净利率 | 5.6% | 12.7% |
| 营收同比 | -4.8% | 5.9% |
| 净利润同比 | -52.1% | 3.9% |
| 每股收益（稀释后） | $2.42 | $0.86 |
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MHORVTY
| Q4 25 | $1.1B | $772.1M | ||
| Q3 25 | $1.1B | $698.9M | ||
| Q2 25 | $1.2B | $720.3M | ||
| Q1 25 | $976.1M | $664.8M | ||
| Q4 24 | $1.2B | $729.4M | ||
| Q3 24 | $1.1B | $684.0M | ||
| Q2 24 | $1.1B | $691.7M | ||
| Q1 24 | $1.0B | $649.9M |
净利润MHORVTY
| Q4 25 | $64.0M | $98.4M | ||
| Q3 25 | $106.5M | $46.7M | ||
| Q2 25 | $121.2M | $53.9M | ||
| Q1 25 | $111.2M | $42.2M | ||
| Q4 24 | $133.5M | $94.6M | ||
| Q3 24 | $145.4M | $94.4M | ||
| Q2 24 | $146.7M | $55.4M | ||
| Q1 24 | $138.1M | $26.0M |
毛利率MHORVTY
| Q4 25 | 17.4% | — | ||
| Q3 25 | 24.5% | 53.6% | ||
| Q2 25 | 24.7% | 54.5% | ||
| Q1 25 | 25.9% | 56.5% | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | 27.1% | 56.3% | ||
| Q2 24 | 27.9% | 55.7% | ||
| Q1 24 | 27.1% | 54.6% |
营业利润率MHORVTY
| Q4 25 | 6.5% | 14.5% | ||
| Q3 25 | 12.0% | 11.7% | ||
| Q2 25 | 13.4% | 12.6% | ||
| Q1 25 | 14.4% | 10.9% | ||
| Q4 24 | 13.6% | 16.3% | ||
| Q3 24 | 15.9% | 14.3% | ||
| Q2 24 | 16.8% | 12.4% | ||
| Q1 24 | 16.6% | 6.8% |
净利率MHORVTY
| Q4 25 | 5.6% | 12.7% | ||
| Q3 25 | 9.4% | 6.7% | ||
| Q2 25 | 10.4% | 7.5% | ||
| Q1 25 | 11.4% | 6.4% | ||
| Q4 24 | 11.1% | 13.0% | ||
| Q3 24 | 12.7% | 13.8% | ||
| Q2 24 | 13.2% | 8.0% | ||
| Q1 24 | 13.2% | 4.0% |
每股收益（稀释后）MHORVTY
| Q4 25 | $2.42 | $0.86 | ||
| Q3 25 | $3.92 | $0.40 | ||
| Q2 25 | $4.42 | $0.46 | ||
| Q1 25 | $3.98 | $0.35 | ||
| Q4 24 | $4.71 | $0.77 | ||
| Q3 24 | $5.10 | $0.77 | ||
| Q2 24 | $5.12 | $0.45 | ||
| Q1 24 | $4.78 | $0.21 |
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 | — | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.2B | $7.3B |
| 总资产 | $4.8B | $12.2B |
| 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MHORVTY
| Q4 25 | — | $919.9M | ||
| Q3 25 | — | $931.4M | ||
| Q2 25 | — | $991.8M | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $1.7B |
股东权益MHORVTY
| Q4 25 | $3.2B | $7.3B | ||
| Q3 25 | $3.1B | $7.4B | ||
| Q2 25 | $3.1B | $7.6B | ||
| Q1 25 | $3.0B | $7.6B | ||
| Q4 24 | $2.9B | $7.7B | ||
| Q3 24 | $2.8B | $7.9B | ||
| Q2 24 | $2.7B | $7.9B | ||
| Q1 24 | $2.6B | $7.8B |
总资产MHORVTY
| Q4 25 | $4.8B | $12.2B | ||
| Q3 25 | $4.8B | $12.1B | ||
| Q2 25 | $4.7B | $12.4B | ||
| Q1 25 | $4.6B | $12.4B | ||
| Q4 24 | $4.5B | $12.4B | ||
| Q3 24 | $4.5B | $12.8B | ||
| Q2 24 | $4.3B | $13.4B | ||
| Q1 24 | $4.2B | $13.4B |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $-13.0M | $161.8M |
| 自由现金流率自由现金流/营收 | -1.1% | 21.0% |
| 资本支出强度资本支出/营收 | 0.4% | 2.6% |
| 现金转化率经营现金流/净利润 | -0.14× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $127.7M | $509.4M |
8季度趋势，按日历期对齐
经营现金流MHORVTY
| Q4 25 | $-8.7M | $182.0M | ||
| Q3 25 | $43.4M | $138.5M | ||
| Q2 25 | $37.8M | $134.3M | ||
| Q1 25 | $64.9M | $128.2M | ||
| Q4 24 | $104.4M | $174.2M | ||
| Q3 24 | $-67.9M | $147.9M | ||
| Q2 24 | $27.5M | $158.6M | ||
| Q1 24 | $115.8M | $147.6M |
自由现金流MHORVTY
| Q4 25 | $-13.0M | $161.8M | ||
| Q3 25 | $42.0M | $120.0M | ||
| Q2 25 | $35.1M | $115.5M | ||
| Q1 25 | $63.5M | $112.2M | ||
| Q4 24 | $102.3M | $149.8M | ||
| Q3 24 | $-68.5M | $125.6M | ||
| Q2 24 | $22.0M | $136.6M | ||
| Q1 24 | $115.5M | $129.7M |
自由现金流率MHORVTY
| Q4 25 | -1.1% | 21.0% | ||
| Q3 25 | 3.7% | 17.2% | ||
| Q2 25 | 3.0% | 16.0% | ||
| Q1 25 | 6.5% | 16.9% | ||
| Q4 24 | 8.5% | 20.5% | ||
| Q3 24 | -6.0% | 18.4% | ||
| Q2 24 | 2.0% | 19.7% | ||
| Q1 24 | 11.0% | 20.0% |
资本支出强度MHORVTY
| Q4 25 | 0.4% | 2.6% | ||
| Q3 25 | 0.1% | 2.6% | ||
| Q2 25 | 0.2% | 2.6% | ||
| Q1 25 | 0.1% | 2.4% | ||
| Q4 24 | 0.2% | 3.4% | ||
| Q3 24 | 0.1% | 3.3% | ||
| Q2 24 | 0.5% | 3.2% | ||
| Q1 24 | 0.0% | 2.7% |
现金转化率MHORVTY
| Q4 25 | -0.14× | 1.85× | ||
| Q3 25 | 0.41× | 2.97× | ||
| Q2 25 | 0.31× | 2.49× | ||
| Q1 25 | 0.58× | 3.03× | ||
| Q4 24 | 0.78× | 1.84× | ||
| Q3 24 | -0.47× | 1.57× | ||
| Q2 24 | 0.19× | 2.87× | ||
| Q1 24 | 0.84× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
