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PINTEREST, INC.（PINS）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
Taylor Morrison Home Corp的季度营收约是PINTEREST, INC.的1.4倍（$1.4B vs $1.0B），Taylor Morrison Home Corp净利率更高（7.1% vs -7.3%，领先14.4%），PINTEREST, INC.同比增速更快（17.8% vs -26.8%），过去两年PINTEREST, INC.的营收复合增速更高（8.6% vs -16.5%）
Pinterest是美国社交媒体服务商，主打数字图板形式的信息发布与发现功能，用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立，总部位于旧金山。
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。
PINS vs TMHC — 直观对比
营收规模更大
TMHC
是对方的1.4倍
$1.0B
营收增速更快
PINS
高出44.7%
-26.8%
净利率更高
TMHC
高出14.4%
-7.3%
两年增速更快
PINS
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.4B |
| 净利润 | $-73.6M | $98.6M |
| 毛利率 | 76.3% | 21.0% |
| 营业利润率 | -8.0% | — |
| 净利率 | -7.3% | 7.1% |
| 营收同比 | 17.8% | -26.8% |
| 净利润同比 | — | -53.8% |
| 每股收益（稀释后） | $-0.12 | $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PINSTMHC
| Q1 26 | $1.0B | $1.4B | ||
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $1.0B | $2.1B | ||
| Q2 25 | $998.2M | $2.0B | ||
| Q1 25 | $855.0M | $1.9B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $898.4M | $2.1B | ||
| Q2 24 | $853.7M | $2.0B |
净利润PINSTMHC
| Q1 26 | $-73.6M | $98.6M | ||
| Q4 25 | $277.1M | $174.0M | ||
| Q3 25 | $92.1M | $201.4M | ||
| Q2 25 | $38.8M | $193.6M | ||
| Q1 25 | $8.9M | $213.5M | ||
| Q4 24 | $1.8B | $242.5M | ||
| Q3 24 | $30.6M | $251.1M | ||
| Q2 24 | $8.9M | $199.5M |
毛利率PINSTMHC
| Q1 26 | 76.3% | 21.0% | ||
| Q4 25 | 82.8% | 22.0% | ||
| Q3 25 | 79.8% | 22.7% | ||
| Q2 25 | 79.7% | 23.0% | ||
| Q1 25 | 76.7% | 24.4% | ||
| Q4 24 | 82.9% | 23.9% | ||
| Q3 24 | 79.1% | 25.0% | ||
| Q2 24 | 78.3% | 23.7% |
营业利润率PINSTMHC
| Q1 26 | -8.0% | — | ||
| Q4 25 | 22.8% | — | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | -0.4% | — | ||
| Q1 25 | -4.1% | — | ||
| Q4 24 | 22.7% | — | ||
| Q3 24 | -0.7% | — | ||
| Q2 24 | -2.5% | — |
净利率PINSTMHC
| Q1 26 | -7.3% | 7.1% | ||
| Q4 25 | 21.0% | 8.3% | ||
| Q3 25 | 8.8% | 9.6% | ||
| Q2 25 | 3.9% | 9.5% | ||
| Q1 25 | 1.0% | 11.3% | ||
| Q4 24 | 160.1% | 10.3% | ||
| Q3 24 | 3.4% | 11.8% | ||
| Q2 24 | 1.0% | 10.0% |
每股收益（稀释后）PINSTMHC
| Q1 26 | $-0.12 | $1.12 | ||
| Q4 25 | $0.41 | $1.77 | ||
| Q3 25 | $0.13 | $2.01 | ||
| Q2 25 | $0.06 | $1.92 | ||
| Q1 25 | $0.01 | $2.07 | ||
| Q4 24 | $2.66 | $2.29 | ||
| Q3 24 | $0.04 | $2.37 | ||
| Q2 24 | $0.01 | $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 | $378.1M | $652.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $6.2B |
| 总资产 | $4.6B | $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PINSTMHC
| Q1 26 | $378.1M | $652.9M | ||
| Q4 25 | $969.3M | $850.0M | ||
| Q3 25 | $1.1B | $370.6M | ||
| Q2 25 | $1.2B | $130.2M | ||
| Q1 25 | $1.3B | $377.8M | ||
| Q4 24 | $1.1B | $487.2M | ||
| Q3 24 | $1.0B | $256.4M | ||
| Q2 24 | $1.4B | $246.8M |
总债务PINSTMHC
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.2B |
股东权益PINSTMHC
| Q1 26 | $2.9B | $6.2B | ||
| Q4 25 | $4.7B | $6.3B | ||
| Q3 25 | $4.8B | $6.2B | ||
| Q2 25 | $4.8B | $6.1B | ||
| Q1 25 | $4.7B | $6.0B | ||
| Q4 24 | $4.8B | $5.9B | ||
| Q3 24 | $2.9B | $5.7B | ||
| Q2 24 | $3.2B | $5.5B |
总资产PINSTMHC
| Q1 26 | $4.6B | $9.8B | ||
| Q4 25 | $5.5B | $9.8B | ||
| Q3 25 | $5.5B | $9.6B | ||
| Q2 25 | $5.4B | $9.5B | ||
| Q1 25 | $5.3B | $9.4B | ||
| Q4 24 | $5.3B | $9.3B | ||
| Q3 24 | $3.5B | $9.3B | ||
| Q2 24 | $3.7B | $9.1B |
负债/权益比PINSTMHC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.36× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
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 | $328.0M | — |
| 自由现金流经营现金流 - 资本支出 | $311.7M | — |
| 自由现金流率自由现金流/营收 | 30.9% | — |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流PINSTMHC
| Q1 26 | $328.0M | — | ||
| Q4 25 | $391.2M | $646.4M | ||
| Q3 25 | $321.7M | $219.6M | ||
| Q2 25 | $207.7M | $-126.0M | ||
| Q1 25 | $363.7M | $77.2M | ||
| Q4 24 | $254.0M | $438.2M | ||
| Q3 24 | $248.0M | $135.9M | ||
| Q2 24 | $106.4M | $-233.3M |
自由现金流PINSTMHC
| Q1 26 | $311.7M | — | ||
| Q4 25 | $380.4M | $635.3M | ||
| Q3 25 | $318.4M | $206.6M | ||
| Q2 25 | $196.7M | $-133.6M | ||
| Q1 25 | $356.4M | $68.7M | ||
| Q4 24 | $250.2M | $428.2M | ||
| Q3 24 | $244.1M | $127.1M | ||
| Q2 24 | $101.6M | $-241.7M |
自由现金流率PINSTMHC
| Q1 26 | 30.9% | — | ||
| Q4 25 | 28.8% | 30.3% | ||
| Q3 25 | 30.3% | 9.9% | ||
| Q2 25 | 19.7% | -6.6% | ||
| Q1 25 | 41.7% | 3.6% | ||
| Q4 24 | 21.7% | 18.2% | ||
| Q3 24 | 27.2% | 6.0% | ||
| Q2 24 | 11.9% | -12.1% |
资本支出强度PINSTMHC
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 0.5% | ||
| Q3 25 | 0.3% | 0.6% | ||
| Q2 25 | 1.1% | 0.4% | ||
| Q1 25 | 0.9% | 0.4% | ||
| Q4 24 | 0.3% | 0.4% | ||
| Q3 24 | 0.4% | 0.4% | ||
| Q2 24 | 0.6% | 0.4% |
现金转化率PINSTMHC
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | 3.71× | ||
| Q3 25 | 3.49× | 1.09× | ||
| Q2 25 | 5.36× | -0.65× | ||
| Q1 25 | 40.77× | 0.36× | ||
| Q4 24 | 0.14× | 1.81× | ||
| Q3 24 | 8.12× | 0.54× | ||
| Q2 24 | 11.98× | -1.17× |
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
PINS
暂无分部数据
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% |
