vs
MAXIMUS, INC.(MMS)与SUN COMMUNITIES INC(SUI)财务数据对比。点击上方公司名可切换其他公司
MAXIMUS, INC.的季度营收约是SUN COMMUNITIES INC的1.9倍($1.3B vs $697.2M),MAXIMUS, INC.净利率更高(30.2% vs 1.7%,领先28.4%),MAXIMUS, INC.同比增速更快(-2.8% vs -25.8%),过去两年MAXIMUS, INC.的营收复合增速更高(-0.3% vs -2.1%)
MAXIMUS是美国一家政府服务企业,业务覆盖美国、加拿大、英国等国家,为医疗补助、联邦医疗保险、医改、就业帮扶、学生贷款服务等各类政府项目提供行政及配套服务。公司总部位于弗吉尼亚州泰森斯,现有员工3.96万名,2024财年营收达53亿美元。
Sun Communities是一家上市房地产投资信托基金,核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日,该公司在美国、加拿大、英国三地合计持有500处相关资产的权益,专注于居住及休闲类不动产投资领域。
MMS vs SUI — 直观对比
营收规模更大
MMS
是对方的1.9倍
$697.2M
营收增速更快
MMS
高出23.0%
-25.8%
净利率更高
MMS
高出28.4%
1.7%
两年增速更快
MMS
近两年复合增速
-2.1%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $697.2M |
| 净利润 | $394.0M | $12.1M |
| 毛利率 | 26.2% | — |
| 营业利润率 | 11.4% | — |
| 净利率 | 30.2% | 1.7% |
| 营收同比 | -2.8% | -25.8% |
| 净利润同比 | -4.1% | -96.0% |
| 每股收益(稀释后) | $7.27 | $0.07 |
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
MMS
SUI
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $697.2M | ||
| Q2 25 | $1.3B | $623.5M | ||
| Q1 25 | $1.4B | $470.2M | ||
| Q4 24 | $1.4B | $745.9M | ||
| Q3 24 | $1.3B | $939.9M | ||
| Q2 24 | $1.3B | $864.0M |
净利润
MMS
SUI
| Q1 26 | $394.0M | — | ||
| Q4 25 | $93.9M | — | ||
| Q3 25 | $75.3M | $12.1M | ||
| Q2 25 | $106.0M | $1.3B | ||
| Q1 25 | $96.6M | $-41.2M | ||
| Q4 24 | $41.2M | $-228.4M | ||
| Q3 24 | $72.5M | $300.5M | ||
| Q2 24 | $89.8M | $56.7M |
毛利率
MMS
SUI
| Q1 26 | 26.2% | — | ||
| Q4 25 | 23.7% | — | ||
| Q3 25 | 25.3% | — | ||
| Q2 25 | 26.7% | — | ||
| Q1 25 | 24.9% | — | ||
| Q4 24 | 21.5% | — | ||
| Q3 24 | 22.9% | — | ||
| Q2 24 | 25.3% | — |
营业利润率
MMS
SUI
| Q1 26 | 11.4% | — | ||
| Q4 25 | 10.9% | — | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 12.3% | — | ||
| Q1 25 | 11.2% | — | ||
| Q4 24 | 6.2% | — | ||
| Q3 24 | 8.5% | — | ||
| Q2 24 | 10.8% | — |
净利率
MMS
SUI
| Q1 26 | 30.2% | — | ||
| Q4 25 | 7.0% | — | ||
| Q3 25 | 5.7% | 1.7% | ||
| Q2 25 | 7.9% | 210.8% | ||
| Q1 25 | 7.1% | -8.8% | ||
| Q4 24 | 2.9% | -30.6% | ||
| Q3 24 | 5.5% | 32.0% | ||
| Q2 24 | 6.8% | 6.6% |
每股收益(稀释后)
MMS
SUI
| Q1 26 | $7.27 | — | ||
| Q4 25 | $1.70 | — | ||
| Q3 25 | $1.27 | $0.07 | ||
| Q2 25 | $1.86 | $10.02 | ||
| Q1 25 | $1.69 | $-0.34 | ||
| Q4 24 | $0.69 | $-1.80 | ||
| Q3 24 | $1.18 | $2.31 | ||
| Q2 24 | $1.46 | $0.42 |
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 | $157.5M | $542.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $7.0B |
| 总资产 | $4.2B | $12.8B |
| 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
MMS
SUI
| Q1 26 | $157.5M | — | ||
| Q4 25 | $137.6M | — | ||
| Q3 25 | $222.4M | $542.7M | ||
| Q2 25 | $59.8M | $889.7M | ||
| Q1 25 | $108.1M | — | ||
| Q4 24 | $72.7M | $47.4M | ||
| Q3 24 | $183.1M | — | ||
| Q2 24 | $102.8M | — |
总债务
MMS
SUI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
MMS
SUI
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | $7.0B | ||
| Q2 25 | $1.8B | $7.4B | ||
| Q1 25 | $1.7B | $6.9B | ||
| Q4 24 | $1.6B | $7.1B | ||
| Q3 24 | $1.8B | $7.5B | ||
| Q2 24 | $1.8B | $6.9B |
总资产
MMS
SUI
| Q1 26 | $4.2B | — | ||
| Q4 25 | $4.2B | — | ||
| Q3 25 | $4.1B | $12.8B | ||
| Q2 25 | $4.5B | $13.4B | ||
| Q1 25 | $4.2B | $16.5B | ||
| Q4 24 | $4.1B | $16.5B | ||
| Q3 24 | $4.1B | $17.1B | ||
| Q2 24 | $4.0B | $17.0B |
负债/权益比
MMS
SUI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.04× | ||
| 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 | — | $197.8M |
| 自由现金流经营现金流 - 资本支出 | $450.0M | — |
| 自由现金流率自由现金流/营收 | 34.5% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 16.35× |
| 过去12个月自由现金流最近4个季度 | $643.0M | — |
8季度趋势,按日历期对齐
经营现金流
MMS
SUI
| Q1 26 | — | — | ||
| Q4 25 | $-244.4M | — | ||
| Q3 25 | $649.4M | $197.8M | ||
| Q2 25 | $-182.7M | $256.0M | ||
| Q1 25 | $42.7M | $243.9M | ||
| Q4 24 | $-80.0M | $118.0M | ||
| Q3 24 | $163.8M | $189.2M | ||
| Q2 24 | $199.3M | $311.3M |
自由现金流
MMS
SUI
| Q1 26 | $450.0M | — | ||
| Q4 25 | $-250.7M | — | ||
| Q3 25 | $641.8M | — | ||
| Q2 25 | $-198.2M | — | ||
| Q1 25 | $25.5M | — | ||
| Q4 24 | $-103.0M | — | ||
| Q3 24 | $131.9M | — | ||
| Q2 24 | $164.6M | — |
自由现金流率
MMS
SUI
| Q1 26 | 34.5% | — | ||
| Q4 25 | -18.6% | — | ||
| Q3 25 | 48.7% | — | ||
| Q2 25 | -14.7% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | -7.3% | — | ||
| Q3 24 | 10.0% | — | ||
| Q2 24 | 12.5% | — |
资本支出强度
MMS
SUI
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 2.6% | — |
现金转化率
MMS
SUI
| Q1 26 | — | — | ||
| Q4 25 | -2.60× | — | ||
| Q3 25 | 8.63× | 16.35× | ||
| Q2 25 | -1.72× | 0.19× | ||
| Q1 25 | 0.44× | — | ||
| Q4 24 | -1.94× | — | ||
| Q3 24 | 2.26× | 0.63× | ||
| Q2 24 | 2.22× | 5.49× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图