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M/I HOMES, INC.（MHO）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
M/I HOMES, INC.的季度营收约是思佳讯的1.2倍（$1.1B vs $943.7M），M/I HOMES, INC.净利率更高（5.6% vs 3.8%，领先1.8%），思佳讯同比增速更快（-1.0% vs -4.8%），过去两年M/I HOMES, INC.的营收复合增速更高（4.7% vs 2.1%）
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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
MHO vs SWKS — 直观对比
营收规模更大
MHO
是对方的1.2倍
$943.7M
营收增速更快
SWKS
高出3.8%
-4.8%
净利率更高
MHO
高出1.8%
3.8%
两年增速更快
MHO
近两年复合增速
2.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $943.7M |
| 净利润 | $64.0M | $35.6M |
| 毛利率 | 17.4% | 40.8% |
| 营业利润率 | 6.5% | 4.5% |
| 净利率 | 5.6% | 3.8% |
| 营收同比 | -4.8% | -1.0% |
| 净利润同比 | -52.1% | -48.2% |
| 每股收益（稀释后） | $2.42 | $0.24 |
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MHOSWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.2B | $965.0M | ||
| Q1 25 | $976.1M | $953.2M | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.1B | $1.0B |
净利润MHOSWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | — | $79.2M | ||
| Q4 25 | $64.0M | $141.4M | ||
| Q3 25 | $106.5M | — | ||
| Q2 25 | $121.2M | $105.0M | ||
| Q1 25 | $111.2M | $68.7M | ||
| Q4 24 | $133.5M | $162.0M | ||
| Q3 24 | $145.4M | $60.5M |
毛利率MHOSWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | 17.4% | 40.7% | ||
| Q3 25 | 24.5% | — | ||
| Q2 25 | 24.7% | 41.6% | ||
| Q1 25 | 25.9% | 41.1% | ||
| Q4 24 | 24.6% | 41.4% | ||
| Q3 24 | 27.1% | 41.9% |
营业利润率MHOSWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | — | 10.0% | ||
| Q4 25 | 6.5% | 10.1% | ||
| Q3 25 | 12.0% | — | ||
| Q2 25 | 13.4% | 11.5% | ||
| Q1 25 | 14.4% | 10.2% | ||
| Q4 24 | 13.6% | 16.9% | ||
| Q3 24 | 15.9% | 5.8% |
净利率MHOSWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | — | 7.6% | ||
| Q4 25 | 5.6% | 12.9% | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 10.4% | 10.9% | ||
| Q1 25 | 11.4% | 7.2% | ||
| Q4 24 | 11.1% | 15.2% | ||
| Q3 24 | 12.7% | 5.9% |
每股收益（稀释后）MHOSWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | — | $0.53 | ||
| Q4 25 | $2.42 | $0.95 | ||
| Q3 25 | $3.92 | — | ||
| Q2 25 | $4.42 | $0.70 | ||
| Q1 25 | $3.98 | $0.43 | ||
| Q4 24 | $4.71 | $1.00 | ||
| Q3 24 | $5.10 | $0.36 |
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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.2B | $5.8B |
| 总资产 | $4.8B | $7.9B |
| 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MHOSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B |
总债务MHOSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M |
股东权益MHOSWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | — | $5.8B | ||
| Q4 25 | $3.2B | $5.8B | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.1B | $5.7B | ||
| Q1 25 | $3.0B | $5.9B | ||
| Q4 24 | $2.9B | $6.4B | ||
| Q3 24 | $2.8B | $6.3B |
总资产MHOSWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | — | $7.9B | ||
| Q4 25 | $4.8B | $7.9B | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $4.7B | $7.7B | ||
| Q1 25 | $4.6B | $7.9B | ||
| Q4 24 | $4.5B | $8.3B | ||
| Q3 24 | $4.5B | $8.3B |
负债/权益比MHOSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× |
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 | $50.3M |
| 自由现金流经营现金流 - 资本支出 | $-13.0M | — |
| 自由现金流率自由现金流/营收 | -1.1% | — |
| 资本支出强度资本支出/营收 | 0.4% | 8.7% |
| 现金转化率经营现金流/净利润 | -0.14× | 1.41× |
| 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MHOSWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | $-8.7M | $200.0M | ||
| Q3 25 | $43.4M | — | ||
| Q2 25 | $37.8M | $314.2M | ||
| Q1 25 | $64.9M | $409.4M | ||
| Q4 24 | $104.4M | $377.2M | ||
| Q3 24 | $-67.9M | $476.1M |
自由现金流MHOSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | $-13.0M | $144.0M | ||
| Q3 25 | $42.0M | — | ||
| Q2 25 | $35.1M | $252.7M | ||
| Q1 25 | $63.5M | $370.9M | ||
| Q4 24 | $102.3M | $338.2M | ||
| Q3 24 | $-68.5M | $393.3M |
自由现金流率MHOSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | -1.1% | 13.1% | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | 3.0% | 26.2% | ||
| Q1 25 | 6.5% | 38.9% | ||
| Q4 24 | 8.5% | 31.7% | ||
| Q3 24 | -6.0% | 38.4% |
资本支出强度MHOSWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | 0.4% | 5.1% | ||
| Q3 25 | 0.1% | — | ||
| Q2 25 | 0.2% | 6.4% | ||
| Q1 25 | 0.1% | 4.0% | ||
| Q4 24 | 0.2% | 3.6% | ||
| Q3 24 | 0.1% | 8.1% |
现金转化率MHOSWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | -0.14× | 1.41× | ||
| Q3 25 | 0.41× | — | ||
| Q2 25 | 0.31× | 2.99× | ||
| Q1 25 | 0.58× | 5.96× | ||
| Q4 24 | 0.78× | 2.33× | ||
| Q3 24 | -0.47× | 7.87× |
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% |
SWKS
暂无分部数据
