vs
M/I HOMES, INC.（MHO）与泰佩思琦（TPR）财务数据对比。点击上方公司名可切换其他公司
泰佩思琦的季度营收约是M/I HOMES, INC.的1.7倍（$1.9B vs $1.1B），泰佩思琦净利率更高（17.9% vs 5.6%，领先12.3%），泰佩思琦同比增速更快（21.0% vs -4.8%），过去两年泰佩思琦的营收复合增速更高（9.9% 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。
Tapestry, Inc.是美国知名跨国奢侈品时尚控股企业，旗下拥有Coach、Kate Spade New York、Stuart Weitzman三大标志性生活方式品牌，主营高端手袋、服饰、鞋履、配饰及香水产品，销售渠道覆盖全球线下门店与线上电商平台。
MHO vs TPR — 直观对比
营收规模更大
TPR
是对方的1.7倍
$1.1B
营收增速更快
TPR
高出25.8%
-4.8%
净利率更高
TPR
高出12.3%
5.6%
两年增速更快
TPR
近两年复合增速
4.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $64.0M | $343.8M |
| 毛利率 | 17.4% | 76.9% |
| 营业利润率 | 6.5% | 22.3% |
| 净利率 | 5.6% | 17.9% |
| 营收同比 | -4.8% | 21.0% |
| 净利润同比 | -52.1% | — |
| 每股收益（稀释后） | $2.42 | $1.65 |
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MHOTPR
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.1B | $2.5B | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $976.1M | $1.6B | ||
| Q4 24 | $1.2B | $2.2B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.6B |
净利润MHOTPR
| Q1 26 | — | $343.8M | ||
| Q4 25 | $64.0M | $561.3M | ||
| Q3 25 | $106.5M | $274.8M | ||
| Q2 25 | $121.2M | $-517.1M | ||
| Q1 25 | $111.2M | $203.3M | ||
| Q4 24 | $133.5M | $310.4M | ||
| Q3 24 | $145.4M | $186.6M | ||
| Q2 24 | $146.7M | $159.3M |
毛利率MHOTPR
| Q1 26 | — | 76.9% | ||
| Q4 25 | 17.4% | 75.5% | ||
| Q3 25 | 24.5% | 76.3% | ||
| Q2 25 | 24.7% | 76.3% | ||
| Q1 25 | 25.9% | 76.1% | ||
| Q4 24 | 24.6% | 74.4% | ||
| Q3 24 | 27.1% | 75.3% | ||
| Q2 24 | 27.9% | 74.9% |
营业利润率MHOTPR
| Q1 26 | — | 22.3% | ||
| Q4 25 | 6.5% | 28.6% | ||
| Q3 25 | 12.0% | 19.3% | ||
| Q2 25 | 13.4% | -33.9% | ||
| Q1 25 | 14.4% | 16.0% | ||
| Q4 24 | 13.6% | 22.4% | ||
| Q3 24 | 15.9% | 16.7% | ||
| Q2 24 | 16.8% | 14.8% |
净利率MHOTPR
| Q1 26 | — | 17.9% | ||
| Q4 25 | 5.6% | 22.4% | ||
| Q3 25 | 9.4% | 16.1% | ||
| Q2 25 | 10.4% | -30.0% | ||
| Q1 25 | 11.4% | 12.8% | ||
| Q4 24 | 11.1% | 14.1% | ||
| Q3 24 | 12.7% | 12.4% | ||
| Q2 24 | 13.2% | 10.0% |
每股收益（稀释后）MHOTPR
| Q1 26 | — | $1.65 | ||
| Q4 25 | $2.42 | $2.68 | ||
| Q3 25 | $3.92 | $1.28 | ||
| Q2 25 | $4.42 | $-2.30 | ||
| Q1 25 | $3.98 | $0.95 | ||
| Q4 24 | $4.71 | $1.38 | ||
| Q3 24 | $5.10 | $0.79 | ||
| Q2 24 | $5.12 | $0.67 |
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 | — | $1.1B |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $3.2B | $682.4M |
| 总资产 | $4.8B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 3.48× |
8季度趋势，按日历期对齐
现金及短期投资MHOTPR
| Q1 26 | — | $1.1B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $743.2M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $7.3B | ||
| Q2 24 | — | $7.2B |
总债务MHOTPR
| Q1 26 | — | $2.4B | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | — | $6.9B |
股东权益MHOTPR
| Q1 26 | — | $682.4M | ||
| Q4 25 | $3.2B | $551.2M | ||
| Q3 25 | $3.1B | $399.5M | ||
| Q2 25 | $3.1B | $857.8M | ||
| Q1 25 | $3.0B | $1.5B | ||
| Q4 24 | $2.9B | $1.3B | ||
| Q3 24 | $2.8B | $3.0B | ||
| Q2 24 | $2.7B | $2.9B |
总资产MHOTPR
| Q1 26 | — | $6.5B | ||
| Q4 25 | $4.8B | $6.5B | ||
| Q3 25 | $4.8B | $6.4B | ||
| Q2 25 | $4.7B | $6.6B | ||
| Q1 25 | $4.6B | $7.3B | ||
| Q4 24 | $4.5B | $7.3B | ||
| Q3 24 | $4.5B | $13.7B | ||
| Q2 24 | $4.3B | $13.4B |
负债/权益比MHOTPR
| Q1 26 | — | 3.48× | ||
| Q4 25 | — | 4.32× | ||
| Q3 25 | — | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 2.35× | ||
| Q2 24 | — | 2.39× |
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 | — |
| 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% | — |
| 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MHOTPR
| Q1 26 | — | — | ||
| Q4 25 | $-8.7M | $1.1B | ||
| Q3 25 | $43.4M | $112.6M | ||
| Q2 25 | $37.8M | $446.8M | ||
| Q1 25 | $64.9M | $144.3M | ||
| Q4 24 | $104.4M | $506.0M | ||
| Q3 24 | $-67.9M | $119.5M | ||
| Q2 24 | $27.5M | $256.0M |
自由现金流MHOTPR
| Q1 26 | — | — | ||
| Q4 25 | $-13.0M | $1.0B | ||
| Q3 25 | $42.0M | $80.2M | ||
| Q2 25 | $35.1M | $411.5M | ||
| Q1 25 | $63.5M | $113.4M | ||
| Q4 24 | $102.3M | $475.1M | ||
| Q3 24 | $-68.5M | $93.9M | ||
| Q2 24 | $22.0M | $209.8M |
自由现金流率MHOTPR
| Q1 26 | — | — | ||
| Q4 25 | -1.1% | 41.5% | ||
| Q3 25 | 3.7% | 4.7% | ||
| Q2 25 | 3.0% | 23.9% | ||
| Q1 25 | 6.5% | 7.2% | ||
| Q4 24 | 8.5% | 21.6% | ||
| Q3 24 | -6.0% | 6.2% | ||
| Q2 24 | 2.0% | 13.2% |
资本支出强度MHOTPR
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | 1.7% | ||
| Q3 25 | 0.1% | 1.9% | ||
| Q2 25 | 0.2% | 2.0% | ||
| Q1 25 | 0.1% | 2.0% | ||
| Q4 24 | 0.2% | 1.4% | ||
| Q3 24 | 0.1% | 1.7% | ||
| Q2 24 | 0.5% | 2.9% |
现金转化率MHOTPR
| Q1 26 | — | — | ||
| Q4 25 | -0.14× | 1.93× | ||
| Q3 25 | 0.41× | 0.41× | ||
| Q2 25 | 0.31× | — | ||
| Q1 25 | 0.58× | 0.71× | ||
| Q4 24 | 0.78× | 1.63× | ||
| Q3 24 | -0.47× | 0.64× | ||
| Q2 24 | 0.19× | 1.61× |
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% |
TPR
暂无分部数据
