vs
摩丁制造（MOD）与Opendoor Technologies Inc.（OPEN）财务数据对比。点击上方公司名可切换其他公司
摩丁制造的季度营收约是Opendoor Technologies Inc.的1.1倍（$805.0M vs $720.0M），摩丁制造净利率更高（-5.9% vs -24.0%，领先18.1%），摩丁制造同比增速更快（30.5% vs -37.6%），过去两年摩丁制造的营收复合增速更高（15.5% vs -31.0%）
摩丁制造是1916年成立于美国的热管理企业。创始人亚瑟·B·摩丁获拖拉机Spirex散热器专利后创立公司，曾为福特T型车生产Turbotube散热器，1941年在威斯康星州拉辛建成全球首个车用风洞，二战期间为P-51野马战斗机供应后冷却器。
Opendoor Technologies Inc.是一家主营住宅房地产买卖的线上企业，总部位于旧金山。平台可通过线上流程向房主提供房屋即时现金报价，收购房产后进行修缮再重新挂牌出售，同时还提供基于移动端应用的购房服务及配套融资方案，截至2021年11月业务覆盖美国44个区域市场。
MOD vs OPEN — 直观对比
营收规模更大
MOD
是对方的1.1倍
$720.0M
营收增速更快
MOD
高出68.1%
-37.6%
净利率更高
MOD
高出18.1%
-24.0%
两年增速更快
MOD
近两年复合增速
-31.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $805.0M | $720.0M |
| 净利润 | $-47.4M | $-173.0M |
| 毛利率 | 23.1% | 10.0% |
| 营业利润率 | 11.1% | 67.9% |
| 净利率 | -5.9% | -24.0% |
| 营收同比 | 30.5% | -37.6% |
| 净利润同比 | -215.6% | -103.5% |
| 每股收益（稀释后） | $-0.90 | $-0.18 |
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MODOPEN
| Q1 26 | — | $720.0M | ||
| Q4 25 | $805.0M | $736.0M | ||
| Q3 25 | $738.9M | $915.0M | ||
| Q2 25 | $682.8M | $1.6B | ||
| Q1 25 | $647.2M | $1.2B | ||
| Q4 24 | $616.8M | $1.1B | ||
| Q3 24 | $658.0M | $1.4B | ||
| Q2 24 | $661.5M | $1.5B |
净利润MODOPEN
| Q1 26 | — | $-173.0M | ||
| Q4 25 | $-47.4M | $-1.1B | ||
| Q3 25 | $44.4M | $-90.0M | ||
| Q2 25 | $51.2M | $-29.0M | ||
| Q1 25 | $49.6M | $-85.0M | ||
| Q4 24 | $41.0M | $-113.0M | ||
| Q3 24 | $46.1M | $-78.0M | ||
| Q2 24 | $47.3M | $-92.0M |
毛利率MODOPEN
| Q1 26 | — | 10.0% | ||
| Q4 25 | 23.1% | 7.7% | ||
| Q3 25 | 22.3% | 7.2% | ||
| Q2 25 | 24.2% | 8.2% | ||
| Q1 25 | 25.6% | 8.6% | ||
| Q4 24 | 24.3% | 7.8% | ||
| Q3 24 | 25.2% | 7.6% | ||
| Q2 24 | 24.6% | 8.5% |
营业利润率MODOPEN
| Q1 26 | — | 67.9% | ||
| Q4 25 | 11.1% | -20.4% | ||
| Q3 25 | 9.9% | -7.4% | ||
| Q2 25 | 11.1% | -0.8% | ||
| Q1 25 | 11.5% | -4.9% | ||
| Q4 24 | 9.6% | -8.7% | ||
| Q3 24 | 11.4% | -4.9% | ||
| Q2 24 | 11.2% | -4.8% |
净利率MODOPEN
| Q1 26 | — | -24.0% | ||
| Q4 25 | -5.9% | -148.9% | ||
| Q3 25 | 6.0% | -9.8% | ||
| Q2 25 | 7.5% | -1.9% | ||
| Q1 25 | 7.7% | -7.4% | ||
| Q4 24 | 6.6% | -10.4% | ||
| Q3 24 | 7.0% | -5.7% | ||
| Q2 24 | 7.2% | -6.1% |
每股收益（稀释后）MODOPEN
| Q1 26 | — | $-0.18 | ||
| Q4 25 | $-0.90 | $-1.42 | ||
| Q3 25 | $0.83 | $-0.12 | ||
| Q2 25 | $0.95 | $-0.04 | ||
| Q1 25 | $0.92 | $-0.12 | ||
| Q4 24 | $0.76 | $-0.16 | ||
| Q3 24 | $0.86 | $-0.11 | ||
| Q2 24 | $0.88 | $-0.13 |
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 | $98.7M | $999.0M |
| 总债务越低越好 | $570.7M | — |
| 股东权益账面价值 | $1.1B | $954.0M |
| 总资产 | $2.5B | $2.3B |
| 负债/权益比越低杠杆越低 | 0.51× | — |
8季度趋势，按日历期对齐
现金及短期投资MODOPEN
| Q1 26 | — | $999.0M | ||
| Q4 25 | $98.7M | $962.0M | ||
| Q3 25 | $83.8M | $962.0M | ||
| Q2 25 | $124.5M | $789.0M | ||
| Q1 25 | $71.6M | $559.0M | ||
| Q4 24 | $83.8M | $679.0M | ||
| Q3 24 | $78.6M | $837.0M | ||
| Q2 24 | $72.9M | $809.0M |
总债务MODOPEN
| Q1 26 | — | — | ||
| Q4 25 | $570.7M | — | ||
| Q3 25 | $525.8M | — | ||
| Q2 25 | $482.1M | — | ||
| Q1 25 | $296.7M | — | ||
| Q4 24 | $330.0M | — | ||
| Q3 24 | $359.1M | — | ||
| Q2 24 | $405.7M | — |
股东权益MODOPEN
| Q1 26 | — | $954.0M | ||
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $1.1B | $811.0M | ||
| Q2 25 | $1.0B | $631.0M | ||
| Q1 25 | $910.2M | $645.0M | ||
| Q4 24 | $855.1M | $713.0M | ||
| Q3 24 | $858.8M | $801.0M | ||
| Q2 24 | $788.4M | $845.0M |
总资产MODOPEN
| Q1 26 | — | $2.3B | ||
| Q4 25 | $2.5B | $2.4B | ||
| Q3 25 | $2.4B | $2.7B | ||
| Q2 25 | $2.2B | $2.9B | ||
| Q1 25 | $1.9B | $3.3B | ||
| Q4 24 | $1.8B | $3.1B | ||
| Q3 24 | $1.9B | $3.4B | ||
| Q2 24 | $1.9B | $3.4B |
负债/权益比MODOPEN
| Q1 26 | — | — | ||
| Q4 25 | 0.51× | — | ||
| Q3 25 | 0.50× | — | ||
| Q2 25 | 0.48× | — | ||
| Q1 25 | 0.33× | — | ||
| Q4 24 | 0.39× | — | ||
| Q3 24 | 0.42× | — | ||
| Q2 24 | 0.51× | — |
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 | $24.7M | $-246.0M |
| 自由现金流经营现金流 - 资本支出 | $-17.1M | — |
| 自由现金流率自由现金流/营收 | -2.1% | — |
| 资本支出强度资本支出/营收 | 5.2% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-20.3M | — |
8季度趋势，按日历期对齐
经营现金流MODOPEN
| Q1 26 | — | $-246.0M | ||
| Q4 25 | $24.7M | $70.0M | ||
| Q3 25 | $1.4M | $435.0M | ||
| Q2 25 | $27.7M | $823.0M | ||
| Q1 25 | $54.8M | $-279.0M | ||
| Q4 24 | $60.7M | $-80.0M | ||
| Q3 24 | $57.3M | $62.0M | ||
| Q2 24 | $40.5M | $-399.0M |
自由现金流MODOPEN
| Q1 26 | — | — | ||
| Q4 25 | $-17.1M | $67.0M | ||
| Q3 25 | $-30.5M | $432.0M | ||
| Q2 25 | $200.0K | $821.0M | ||
| Q1 25 | $27.1M | $-283.0M | ||
| Q4 24 | $44.7M | $-83.0M | ||
| Q3 24 | $43.8M | $56.0M | ||
| Q2 24 | $13.7M | $-407.0M |
自由现金流率MODOPEN
| Q1 26 | — | — | ||
| Q4 25 | -2.1% | 9.1% | ||
| Q3 25 | -4.1% | 47.2% | ||
| Q2 25 | 0.0% | 52.4% | ||
| Q1 25 | 4.2% | -24.5% | ||
| Q4 24 | 7.2% | -7.7% | ||
| Q3 24 | 6.7% | 4.1% | ||
| Q2 24 | 2.1% | -26.9% |
资本支出强度MODOPEN
| Q1 26 | — | — | ||
| Q4 25 | 5.2% | 0.4% | ||
| Q3 25 | 4.3% | 0.3% | ||
| Q2 25 | 4.0% | 0.1% | ||
| Q1 25 | 4.3% | 0.3% | ||
| Q4 24 | 2.6% | 0.3% | ||
| Q3 24 | 2.1% | 0.4% | ||
| Q2 24 | 4.1% | 0.5% |
现金转化率MODOPEN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.03× | — | ||
| Q2 25 | 0.54× | — | ||
| Q1 25 | 1.10× | — | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.24× | — | ||
| Q2 24 | 0.86× | — |
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
MOD
| Data Centers | $296.9M | 37% |
| Performance Technologies | $266.0M | 33% |
| Hvac Technologies | $107.1M | 13% |
| Air Cooled | $92.4M | 11% |
| Lb White | $25.6M | 3% |
| Climate By Design | $10.2M | 1% |
| Absolutaire | $7.0M | 1% |
OPEN
暂无分部数据
