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PulteGroup（PHM）与希捷科技（STX）财务数据对比。点击上方公司名可切换其他公司
PulteGroup的季度营收约是希捷科技的1.1倍（$3.4B vs $3.1B），希捷科技净利率更高（24.0% vs 10.2%，领先13.9%），希捷科技同比增速更快（44.1% vs -12.4%），过去两年希捷科技的营收复合增速更高（28.4% vs -13.9%）
PulteGroup Inc.是总部位于美国佐治亚州亚特兰大的住宅建造企业，2023年按房屋交付量统计为美国第三大住宅建造商，自成立以来累计已建成超过77.5万套住宅，是美国住宅开发领域的领先企业之一。
希捷科技是全球知名的美国数据存储企业，1978年注册成立时名为舒加特科技，1979年正式开展业务，2010年起注册地变更为爱尔兰都柏林，运营总部设在美国加利福尼亚州弗里蒙特，面向全球市场提供专业的数据存储产品与解决方案。
PHM vs STX — 直观对比
营收规模更大
PHM
是对方的1.1倍
$3.1B
营收增速更快
STX
高出56.5%
-12.4%
净利率更高
STX
高出13.9%
10.2%
两年增速更快
STX
近两年复合增速
-13.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.4B | $3.1B |
| 净利润 | $347.0M | $748.0M |
| 毛利率 | — | 46.5% |
| 营业利润率 | — | 32.1% |
| 净利率 | 10.2% | 24.0% |
| 营收同比 | -12.4% | 44.1% |
| 净利润同比 | -33.6% | -23.8% |
| 每股收益（稀释后） | — | $3.27 |
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PHMSTX
| Q3 26 | — | $3.1B | ||
| Q1 26 | $3.4B | $2.8B | ||
| Q4 25 | $4.6B | $2.6B | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.4B | $2.4B | ||
| Q1 25 | $3.9B | $2.2B | ||
| Q4 24 | $4.9B | $2.3B | ||
| Q3 24 | $4.5B | $2.2B |
净利润PHMSTX
| Q3 26 | — | $748.0M | ||
| Q1 26 | $347.0M | $593.0M | ||
| Q4 25 | $501.6M | $549.0M | ||
| Q3 25 | $585.8M | — | ||
| Q2 25 | $608.5M | $488.0M | ||
| Q1 25 | $522.8M | $340.0M | ||
| Q4 24 | $913.2M | $336.0M | ||
| Q3 24 | $697.9M | $305.0M |
毛利率PHMSTX
| Q3 26 | — | 46.5% | ||
| Q1 26 | — | 41.6% | ||
| Q4 25 | — | 39.4% | ||
| Q3 25 | 27.8% | — | ||
| Q2 25 | 28.6% | 37.4% | ||
| Q1 25 | 28.8% | 35.2% | ||
| Q4 24 | — | 34.9% | ||
| Q3 24 | 30.4% | 32.9% |
营业利润率PHMSTX
| Q3 26 | — | 32.1% | ||
| Q1 26 | — | 29.8% | ||
| Q4 25 | — | 26.4% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 23.2% | ||
| Q1 25 | — | 20.0% | ||
| Q4 24 | — | 21.0% | ||
| Q3 24 | — | 18.6% |
净利率PHMSTX
| Q3 26 | — | 24.0% | ||
| Q1 26 | 10.2% | 21.0% | ||
| Q4 25 | 10.9% | 20.9% | ||
| Q3 25 | 13.3% | — | ||
| Q2 25 | 13.8% | 20.0% | ||
| Q1 25 | 13.4% | 15.7% | ||
| Q4 24 | 18.6% | 14.5% | ||
| Q3 24 | 15.6% | 14.1% |
每股收益（稀释后）PHMSTX
| Q3 26 | — | $3.27 | ||
| Q1 26 | — | $2.60 | ||
| Q4 25 | $2.56 | $2.43 | ||
| Q3 25 | $2.96 | — | ||
| Q2 25 | $3.03 | $2.24 | ||
| Q1 25 | $2.57 | $1.57 | ||
| Q4 24 | $4.41 | $1.55 | ||
| Q3 24 | $3.35 | $1.41 |
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 | $1.8B | $1.1B |
| 总债务越低越好 | — | $3.9B |
| 股东权益账面价值 | $13.0B | — |
| 总资产 | $5.2B | $8.9B |
| 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PHMSTX
| Q3 26 | — | $1.1B | ||
| Q1 26 | $1.8B | $1.0B | ||
| Q4 25 | $2.0B | $1.1B | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.2B | $891.0M | ||
| Q1 25 | $1.2B | $814.0M | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.4B | $1.2B |
总债务PHMSTX
| Q3 26 | — | $3.9B | ||
| Q1 26 | — | — | ||
| Q4 25 | $43.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $31.1M | — | ||
| Q3 24 | — | — |
股东权益PHMSTX
| Q3 26 | — | — | ||
| Q1 26 | $13.0B | $459.0M | ||
| Q4 25 | $13.0B | $-63.0M | ||
| Q3 25 | $12.8B | — | ||
| Q2 25 | $12.6B | $-453.0M | ||
| Q1 25 | $12.3B | $-829.0M | ||
| Q4 24 | $12.1B | $-1.1B | ||
| Q3 24 | $11.6B | $-1.3B |
总资产PHMSTX
| Q3 26 | — | $8.9B | ||
| Q1 26 | $5.2B | $8.7B | ||
| Q4 25 | $18.0B | $8.4B | ||
| Q3 25 | $17.9B | — | ||
| Q2 25 | $17.6B | $8.0B | ||
| Q1 25 | $17.3B | $7.6B | ||
| Q4 24 | $17.4B | $8.0B | ||
| Q3 24 | $17.0B | $8.0B |
负债/权益比PHMSTX
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 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 | $159.8M | $2.4B |
| 自由现金流经营现金流 - 资本支出 | — | $953.0M |
| 自由现金流率自由现金流/营收 | — | 30.6% |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 现金转化率经营现金流/净利润 | 0.46× | 3.17× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流PHMSTX
| Q3 26 | — | $2.4B | ||
| Q1 26 | $159.8M | — | ||
| Q4 25 | $771.1M | $532.0M | ||
| Q3 25 | $678.4M | — | ||
| Q2 25 | $287.5M | $508.0M | ||
| Q1 25 | $134.2M | $259.0M | ||
| Q4 24 | $567.6M | $221.0M | ||
| Q3 24 | $455.9M | $95.0M |
自由现金流PHMSTX
| Q3 26 | — | $953.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | $739.8M | $427.0M | ||
| Q3 25 | $651.1M | — | ||
| Q2 25 | $253.0M | $425.0M | ||
| Q1 25 | $104.6M | $216.0M | ||
| Q4 24 | $543.1M | $150.0M | ||
| Q3 24 | $417.2M | $27.0M |
自由现金流率PHMSTX
| Q3 26 | — | 30.6% | ||
| Q1 26 | — | — | ||
| Q4 25 | 16.0% | 16.2% | ||
| Q3 25 | 14.8% | — | ||
| Q2 25 | 5.7% | 17.4% | ||
| Q1 25 | 2.7% | 10.0% | ||
| Q4 24 | 11.0% | 6.5% | ||
| Q3 24 | 9.3% | 1.2% |
资本支出强度PHMSTX
| Q3 26 | — | — | ||
| Q1 26 | 0.7% | — | ||
| Q4 25 | 0.7% | 4.0% | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.8% | 3.4% | ||
| Q1 25 | 0.8% | 2.0% | ||
| Q4 24 | 0.5% | 3.1% | ||
| Q3 24 | 0.9% | 3.1% |
现金转化率PHMSTX
| Q3 26 | — | 3.17× | ||
| Q1 26 | 0.46× | — | ||
| Q4 25 | 1.54× | 0.97× | ||
| Q3 25 | 1.16× | — | ||
| Q2 25 | 0.47× | 1.04× | ||
| Q1 25 | 0.26× | 0.76× | ||
| Q4 24 | 0.62× | 0.66× | ||
| Q3 24 | 0.65× | 0.31× |
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
PHM
| Home sale revenues | $3.3B | 97% |
| Financial Services | $71.7M | 2% |
| Land sale and other revenues | $29.3M | 1% |
STX
暂无分部数据
