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Pool Corporation（POOL）与SUN COMMUNITIES INC（SUI）财务数据对比。点击上方公司名可切换其他公司
Pool Corporation的季度营收约是SUN COMMUNITIES INC的1.6倍（$1.1B vs $697.2M），Pool Corporation净利率更高（4.7% vs 1.7%，领先2.9%），Pool Corporation同比增速更快（6.2% vs -25.8%），过去两年SUN COMMUNITIES INC的营收复合增速更高（-2.1% vs -19.8%）
Pool Corporation（简称POOLCORP）是全球最大的游泳池用品、设备及机械分销商，注册地为美国特拉华州，总部位于路易斯安那州卡温顿。公司在北美、欧洲、澳大利亚运营439个销售中心，服务约12.5万客户，过半收入来自美国加州、得州、佛罗里达及亚利桑那市场，受益于人口向温暖气候区迁移的趋势。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
POOL vs SUI — 直观对比
营收规模更大
POOL
是对方的1.6倍
$697.2M
营收增速更快
POOL
高出32.0%
-25.8%
净利率更高
POOL
高出2.9%
1.7%
两年增速更快
SUI
近两年复合增速
-19.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $697.2M |
| 净利润 | $53.2M | $12.1M |
| 毛利率 | 29.0% | — |
| 营业利润率 | 7.3% | — |
| 净利率 | 4.7% | 1.7% |
| 营收同比 | 6.2% | -25.8% |
| 净利润同比 | -0.6% | -96.0% |
| 每股收益（稀释后） | $1.45 | $0.07 |
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POOLSUI
| Q1 26 | $1.1B | — | ||
| Q4 25 | $982.2M | — | ||
| Q3 25 | $1.5B | $697.2M | ||
| Q2 25 | $1.8B | $623.5M | ||
| Q1 25 | $1.1B | $470.2M | ||
| Q4 24 | $987.5M | $745.9M | ||
| Q3 24 | $1.4B | $939.9M | ||
| Q2 24 | $1.8B | $864.0M |
净利润POOLSUI
| Q1 26 | $53.2M | — | ||
| Q4 25 | $31.6M | — | ||
| Q3 25 | $127.0M | $12.1M | ||
| Q2 25 | $194.3M | $1.3B | ||
| Q1 25 | $53.5M | $-41.2M | ||
| Q4 24 | $37.3M | $-228.4M | ||
| Q3 24 | $125.7M | $300.5M | ||
| Q2 24 | $192.4M | $56.7M |
毛利率POOLSUI
| Q1 26 | 29.0% | — | ||
| Q4 25 | 30.1% | — | ||
| Q3 25 | 29.6% | — | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 29.2% | — | ||
| Q4 24 | 29.4% | — | ||
| Q3 24 | 29.1% | — | ||
| Q2 24 | 30.0% | — |
营业利润率POOLSUI
| Q1 26 | 7.3% | — | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 12.3% | — | ||
| Q2 25 | 15.3% | — | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 15.3% | — |
净利率POOLSUI
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.2% | — | ||
| Q3 25 | 8.8% | 1.7% | ||
| Q2 25 | 10.9% | 210.8% | ||
| Q1 25 | 5.0% | -8.8% | ||
| Q4 24 | 3.8% | -30.6% | ||
| Q3 24 | 8.8% | 32.0% | ||
| Q2 24 | 10.9% | 6.6% |
每股收益（稀释后）POOLSUI
| Q1 26 | $1.45 | — | ||
| Q4 25 | $0.86 | — | ||
| Q3 25 | $3.40 | $0.07 | ||
| Q2 25 | $5.17 | $10.02 | ||
| Q1 25 | $1.42 | $-0.34 | ||
| Q4 24 | $1.00 | $-1.80 | ||
| Q3 24 | $3.27 | $2.31 | ||
| Q2 24 | $4.99 | $0.42 |
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 | $64.5M | $542.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $7.0B |
| 总资产 | $4.0B | $12.8B |
| 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POOLSUI
| Q1 26 | $64.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $542.7M | ||
| Q2 25 | — | $889.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $47.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总债务POOLSUI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $968.0M | — | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | $879.1M | — | ||
| Q2 24 | $1.1B | — |
股东权益POOLSUI
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.4B | $7.0B | ||
| Q2 25 | $1.3B | $7.4B | ||
| Q1 25 | $1.2B | $6.9B | ||
| Q4 24 | $1.3B | $7.1B | ||
| Q3 24 | $1.4B | $7.5B | ||
| Q2 24 | $1.4B | $6.9B |
总资产POOLSUI
| Q1 26 | $4.0B | — | ||
| Q4 25 | $3.6B | — | ||
| Q3 25 | $3.5B | $12.8B | ||
| Q2 25 | $3.7B | $13.4B | ||
| Q1 25 | $3.7B | $16.5B | ||
| Q4 24 | $3.4B | $16.5B | ||
| Q3 24 | $3.4B | $17.1B | ||
| Q2 24 | $3.6B | $17.0B |
负债/权益比POOLSUI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.76× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | 0.61× | — | ||
| Q2 24 | 0.75× | — |
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 | $25.7M | $197.8M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | 0.48× | 16.35× |
| 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POOLSUI
| Q1 26 | $25.7M | — | ||
| Q4 25 | $80.1M | — | ||
| Q3 25 | $287.3M | $197.8M | ||
| Q2 25 | $-28.8M | $256.0M | ||
| Q1 25 | $27.2M | $243.9M | ||
| Q4 24 | $170.6M | $118.0M | ||
| Q3 24 | $316.5M | $189.2M | ||
| Q2 24 | $26.7M | $311.3M |
自由现金流POOLSUI
| Q1 26 | — | — | ||
| Q4 25 | $71.9M | — | ||
| Q3 25 | $266.6M | — | ||
| Q2 25 | $-42.9M | — | ||
| Q1 25 | $13.9M | — | ||
| Q4 24 | $157.0M | — | ||
| Q3 24 | $305.5M | — | ||
| Q2 24 | $8.8M | — |
自由现金流率POOLSUI
| Q1 26 | — | — | ||
| Q4 25 | 7.3% | — | ||
| Q3 25 | 18.4% | — | ||
| Q2 25 | -2.4% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 15.9% | — | ||
| Q3 24 | 21.3% | — | ||
| Q2 24 | 0.5% | — |
资本支出强度POOLSUI
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 1.0% | — |
现金转化率POOLSUI
| Q1 26 | 0.48× | — | ||
| Q4 25 | 2.54× | — | ||
| Q3 25 | 2.26× | 16.35× | ||
| Q2 25 | -0.15× | 0.19× | ||
| Q1 25 | 0.51× | — | ||
| Q4 24 | 4.57× | — | ||
| Q3 24 | 2.52× | 0.63× | ||
| Q2 24 | 0.14× | 5.49× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
