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摩丁制造（MOD）与Champion Homes, Inc.（SKY）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Champion Homes, Inc.的1.2倍（$805.0M vs $656.6M），Champion Homes, Inc.净利率更高（8.3% vs -5.9%，领先14.2%），摩丁制造同比增速更快（30.5% vs 1.8%），Champion Homes, Inc.自由现金流更多（$92.9M vs $-17.1M），过去两年摩丁制造的营收复合增速更高（15.5% vs 10.6%）
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。
Champion Homes, Inc.是移动及模块化住宅制造企业，为北美头部模块化住宅建造商之一，业务覆盖美国及加拿大西部地区，提供工厂预制住宅产品，可满足不同场景的居住需求，凭借工业化生产优势保障住房品质与交付效率。
MOD vs SKY — 直观对比
营收规模更大
MOD
是对方的1.2倍
$656.6M
营收增速更快
MOD
高出28.7%
1.8%
净利率更高
SKY
高出14.2%
-5.9%
自由现金流更多
SKY
多$110.0M
$-17.1M
两年增速更快
MOD
近两年复合增速
10.6%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $805.0M | $656.6M |
| 净利润 | $-47.4M | $54.3M |
| 毛利率 | 23.1% | 26.2% |
| 营业利润率 | 11.1% | 9.5% |
| 净利率 | -5.9% | 8.3% |
| 营收同比 | 30.5% | 1.8% |
| 净利润同比 | -215.6% | -11.7% |
| 每股收益（稀释后） | $-0.90 | $0.97 |
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MODSKY
| Q4 25 | $805.0M | $656.6M | ||
| Q3 25 | $738.9M | $684.4M | ||
| Q2 25 | $682.8M | $701.3M | ||
| Q1 25 | $647.2M | $593.9M | ||
| Q4 24 | $616.8M | $644.9M | ||
| Q3 24 | $658.0M | $616.9M | ||
| Q2 24 | $661.5M | $627.8M | ||
| Q1 24 | $603.5M | $536.4M |
净利润MODSKY
| Q4 25 | $-47.4M | $54.3M | ||
| Q3 25 | $44.4M | $58.2M | ||
| Q2 25 | $51.2M | $64.7M | ||
| Q1 25 | $49.6M | $36.3M | ||
| Q4 24 | $41.0M | $61.5M | ||
| Q3 24 | $46.1M | $54.7M | ||
| Q2 24 | $47.3M | $45.8M | ||
| Q1 24 | $25.8M | $2.8M |
毛利率MODSKY
| Q4 25 | 23.1% | 26.2% | ||
| Q3 25 | 22.3% | 27.5% | ||
| Q2 25 | 24.2% | 27.1% | ||
| Q1 25 | 25.6% | 25.7% | ||
| Q4 24 | 24.3% | 28.1% | ||
| Q3 24 | 25.2% | 27.0% | ||
| Q2 24 | 24.6% | 26.2% | ||
| Q1 24 | 22.4% | 18.3% |
营业利润率MODSKY
| Q4 25 | 11.1% | 9.5% | ||
| Q3 25 | 9.9% | 10.9% | ||
| Q2 25 | 11.1% | 11.2% | ||
| Q1 25 | 11.5% | 7.1% | ||
| Q4 24 | 9.6% | 11.3% | ||
| Q3 24 | 11.4% | 10.8% | ||
| Q2 24 | 11.2% | 8.8% | ||
| Q1 24 | 7.8% | 1.4% |
净利率MODSKY
| Q4 25 | -5.9% | 8.3% | ||
| Q3 25 | 6.0% | 8.5% | ||
| Q2 25 | 7.5% | 9.2% | ||
| Q1 25 | 7.7% | 6.1% | ||
| Q4 24 | 6.6% | 9.5% | ||
| Q3 24 | 7.0% | 8.9% | ||
| Q2 24 | 7.2% | 7.3% | ||
| Q1 24 | 4.3% | 0.5% |
每股收益（稀释后）MODSKY
| Q4 25 | $-0.90 | $0.97 | ||
| Q3 25 | $0.83 | $1.03 | ||
| Q2 25 | $0.95 | $1.13 | ||
| Q1 25 | $0.92 | $0.63 | ||
| Q4 24 | $0.76 | $1.06 | ||
| Q3 24 | $0.86 | $0.94 | ||
| Q2 24 | $0.88 | $0.79 | ||
| Q1 24 | $0.48 | $0.04 |
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 | $659.8M |
| 总债务越低越好 | $570.7M | — |
| 股东权益账面价值 | $1.1B | $1.6B |
| 总资产 | $2.5B | $2.1B |
| 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MODSKY
| Q4 25 | $98.7M | $659.8M | ||
| Q3 25 | $83.8M | $618.7M | ||
| Q2 25 | $124.5M | $605.3M | ||
| Q1 25 | $71.6M | $610.3M | ||
| Q4 24 | $83.8M | $581.8M | ||
| Q3 24 | $78.6M | $570.2M | ||
| Q2 24 | $72.9M | $548.9M | ||
| Q1 24 | $60.1M | $495.1M |
总债务MODSKY
| 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 | — | ||
| Q1 24 | $399.9M | — |
股东权益MODSKY
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $1.0B | $1.6B | ||
| Q1 25 | $910.2M | $1.5B | ||
| Q4 24 | $855.1M | $1.5B | ||
| Q3 24 | $858.8M | $1.5B | ||
| Q2 24 | $788.4M | $1.5B | ||
| Q1 24 | $747.6M | $1.4B |
总资产MODSKY
| Q4 25 | $2.5B | $2.1B | ||
| Q3 25 | $2.4B | $2.1B | ||
| Q2 25 | $2.2B | $2.1B | ||
| Q1 25 | $1.9B | $2.1B | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $1.9B | $2.0B | ||
| Q1 24 | $1.9B | $1.9B |
负债/权益比MODSKY
| 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× | — | ||
| Q1 24 | 0.53× | — |
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 | $100.0M |
| 自由现金流经营现金流 - 资本支出 | $-17.1M | $92.9M |
| 自由现金流率自由现金流/营收 | -2.1% | 14.1% |
| 资本支出强度资本支出/营收 | 5.2% | 1.1% |
| 现金转化率经营现金流/净利润 | — | 1.84× |
| 过去12个月自由现金流最近4个季度 | $-20.3M | $259.7M |
8季度趋势，按日历期对齐
经营现金流MODSKY
| Q4 25 | $24.7M | $100.0M | ||
| Q3 25 | $1.4M | $75.9M | ||
| Q2 25 | $27.7M | $75.3M | ||
| Q1 25 | $54.8M | $46.0M | ||
| Q4 24 | $60.7M | $50.4M | ||
| Q3 24 | $57.3M | $59.8M | ||
| Q2 24 | $40.5M | $84.6M | ||
| Q1 24 | $39.6M | — |
自由现金流MODSKY
| Q4 25 | $-17.1M | $92.9M | ||
| Q3 25 | $-30.5M | $67.0M | ||
| Q2 25 | $200.0K | $66.4M | ||
| Q1 25 | $27.1M | $33.4M | ||
| Q4 24 | $44.7M | $37.3M | ||
| Q3 24 | $43.8M | $45.7M | ||
| Q2 24 | $13.7M | $73.9M | ||
| Q1 24 | $-4.3M | — |
自由现金流率MODSKY
| Q4 25 | -2.1% | 14.1% | ||
| Q3 25 | -4.1% | 9.8% | ||
| Q2 25 | 0.0% | 9.5% | ||
| Q1 25 | 4.2% | 5.6% | ||
| Q4 24 | 7.2% | 5.8% | ||
| Q3 24 | 6.7% | 7.4% | ||
| Q2 24 | 2.1% | 11.8% | ||
| Q1 24 | -0.7% | — |
资本支出强度MODSKY
| Q4 25 | 5.2% | 1.1% | ||
| Q3 25 | 4.3% | 1.3% | ||
| Q2 25 | 4.0% | 1.3% | ||
| Q1 25 | 4.3% | 2.1% | ||
| Q4 24 | 2.6% | 2.0% | ||
| Q3 24 | 2.1% | 2.3% | ||
| Q2 24 | 4.1% | 1.7% | ||
| Q1 24 | 7.3% | — |
现金转化率MODSKY
| Q4 25 | — | 1.84× | ||
| Q3 25 | 0.03× | 1.30× | ||
| Q2 25 | 0.54× | 1.16× | ||
| Q1 25 | 1.10× | 1.27× | ||
| Q4 24 | 1.48× | 0.82× | ||
| Q3 24 | 1.24× | 1.09× | ||
| Q2 24 | 0.86× | 1.85× | ||
| Q1 24 | 1.53× | — |
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% |
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
