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Ovintiv Inc.(OVV)与Taylor Morrison Home Corp(TMHC)财务数据对比。点击上方公司名可切换其他公司
Ovintiv Inc.的季度营收约是Taylor Morrison Home Corp的1.8倍($2.5B vs $1.4B),Ovintiv Inc.净利率更高(49.1% vs 7.1%,领先41.9%),Ovintiv Inc.同比增速更快(6.5% vs -26.8%),过去两年Ovintiv Inc.的营收复合增速更高(7.5% vs -16.5%)
Ovintiv Inc.是一家总部位于美国丹佛的石油企业,前身为加拿大能源公司Encana,于2020年通过重组正式成立,主营石油、天然气的勘探、开发与生产业务,在北美能源领域拥有丰富的运营经验及市场积累。
泰勒莫里森住房公司是美国规模最大的住宅建筑商之一,总部位于亚利桑那州斯科茨代尔,2007年7月由泰勒伍德罗与莫里森住房合并成立。公司业务覆盖亚利桑那、加利福尼亚、得克萨斯等十余个州,产品涵盖首次置业、中端及中高端住宅,可满足不同层级客户的住房需求。
OVV vs TMHC — 直观对比
营收规模更大
OVV
是对方的1.8倍
$1.4B
营收增速更快
OVV
高出33.4%
-26.8%
净利率更高
OVV
高出41.9%
7.1%
两年增速更快
OVV
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.5B | $1.4B |
| 净利润 | $1.2B | $98.6M |
| 毛利率 | — | 21.0% |
| 营业利润率 | -29.8% | — |
| 净利率 | 49.1% | 7.1% |
| 营收同比 | 6.5% | -26.8% |
| 净利润同比 | — | -53.8% |
| 每股收益(稀释后) | $4.78 | $1.12 |
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
OVV
TMHC
| Q1 26 | $2.5B | $1.4B | ||
| Q4 25 | $2.1B | $2.1B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $2.2B | $2.0B | ||
| Q1 25 | $2.4B | $1.9B | ||
| Q4 24 | $2.2B | $2.4B | ||
| Q3 24 | $2.2B | $2.1B | ||
| Q2 24 | $2.2B | $2.0B |
净利润
OVV
TMHC
| Q1 26 | $1.2B | $98.6M | ||
| Q4 25 | $946.0M | $174.0M | ||
| Q3 25 | $148.0M | $201.4M | ||
| Q2 25 | $307.0M | $193.6M | ||
| Q1 25 | $-159.0M | $213.5M | ||
| Q4 24 | $-60.0M | $242.5M | ||
| Q3 24 | $507.0M | $251.1M | ||
| Q2 24 | $340.0M | $199.5M |
毛利率
OVV
TMHC
| Q1 26 | — | 21.0% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 23.0% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 23.9% | ||
| Q3 24 | — | 25.0% | ||
| Q2 24 | — | 23.7% |
营业利润率
OVV
TMHC
| Q1 26 | -29.8% | — | ||
| Q4 25 | 21.2% | — | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 23.1% | — | ||
| Q1 25 | -3.7% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 24.2% | — | ||
| Q2 24 | 25.4% | — |
净利率
OVV
TMHC
| Q1 26 | 49.1% | 7.1% | ||
| Q4 25 | 46.1% | 8.3% | ||
| Q3 25 | 7.3% | 9.6% | ||
| Q2 25 | 13.9% | 9.5% | ||
| Q1 25 | -6.7% | 11.3% | ||
| Q4 24 | -2.7% | 10.3% | ||
| Q3 24 | 23.3% | 11.8% | ||
| Q2 24 | 15.5% | 10.0% |
每股收益(稀释后)
OVV
TMHC
| Q1 26 | $4.78 | $1.12 | ||
| Q4 25 | $3.64 | $1.77 | ||
| Q3 25 | $0.57 | $2.01 | ||
| Q2 25 | $1.18 | $1.92 | ||
| Q1 25 | $-0.61 | $2.07 | ||
| Q4 24 | $-0.22 | $2.29 | ||
| Q3 24 | $1.92 | $2.37 | ||
| Q2 24 | $1.27 | $1.86 |
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 | $26.0K | $652.9M |
| 总债务越低越好 | $6.4M | — |
| 股东权益账面价值 | — | $6.2B |
| 总资产 | $10.7M | $9.8B |
| 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
OVV
TMHC
| Q1 26 | $26.0K | $652.9M | ||
| Q4 25 | $280.0M | $850.0M | ||
| Q3 25 | $25.0M | $370.6M | ||
| Q2 25 | $20.0M | $130.2M | ||
| Q1 25 | $8.0M | $377.8M | ||
| Q4 24 | $42.0M | $487.2M | ||
| Q3 24 | $9.0M | $256.4M | ||
| Q2 24 | $8.0M | $246.8M |
总债务
OVV
TMHC
| Q1 26 | $6.4M | — | ||
| Q4 25 | $5.2B | $2.3B | ||
| Q3 25 | $5.2B | $2.2B | ||
| Q2 25 | $5.3B | $2.1B | ||
| Q1 25 | $5.5B | $2.1B | ||
| Q4 24 | $5.5B | $2.1B | ||
| Q3 24 | $5.9B | $2.1B | ||
| Q2 24 | $6.1B | $2.2B |
股东权益
OVV
TMHC
| Q1 26 | — | $6.2B | ||
| Q4 25 | $11.2B | $6.3B | ||
| Q3 25 | $10.2B | $6.2B | ||
| Q2 25 | $10.4B | $6.1B | ||
| Q1 25 | $10.1B | $6.0B | ||
| Q4 24 | $10.3B | $5.9B | ||
| Q3 24 | $10.7B | $5.7B | ||
| Q2 24 | $10.3B | $5.5B |
总资产
OVV
TMHC
| Q1 26 | $10.7M | $9.8B | ||
| Q4 25 | $20.4B | $9.8B | ||
| Q3 25 | $19.4B | $9.6B | ||
| Q2 25 | $19.7B | $9.5B | ||
| Q1 25 | $19.6B | $9.4B | ||
| Q4 24 | $19.3B | $9.3B | ||
| Q3 24 | $19.9B | $9.3B | ||
| Q2 24 | $19.8B | $9.1B |
负债/权益比
OVV
TMHC
| Q1 26 | — | — | ||
| Q4 25 | 0.46× | 0.36× | ||
| Q3 25 | 0.51× | 0.35× | ||
| Q2 25 | 0.51× | 0.35× | ||
| Q1 25 | 0.55× | 0.35× | ||
| Q4 24 | 0.53× | 0.36× | ||
| Q3 24 | 0.55× | 0.37× | ||
| Q2 24 | 0.59× | 0.39× |
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
OVV
| Product and service revenues | $2.2B | 88% |
| Sales of purchased product | $356.0M | 14% |
| Sublease revenues | $18.0M | 1% |
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |