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PELOTON INTERACTIVE, INC.（PTON）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
SUN COMMUNITIES INC的季度营收约是PELOTON INTERACTIVE, INC.的1.1倍（$697.2M vs $656.5M），SUN COMMUNITIES INC净利率更高（1.7% vs -5.9%，领先7.6%），PELOTON INTERACTIVE, INC.同比增速更快（-2.6% vs -25.8%）
派乐腾（Peloton Interactive）是总部位于美国纽约的健身设备与媒体服务商，主打搭载联网触控屏的动感单车、跑步机、室内划船器等产品，用户付费订阅即可观看直播和录播健身课程，设备内置传感器可追踪运动功率等数据，为用户提供实时运动表现反馈，还支持排行榜功能与其他用户互动比拼。
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。
PTON vs SUI — 直观对比
营收规模更大
SUI
是对方的1.1倍
$656.5M
营收增速更快
PTON
高出23.2%
-25.8%
净利率更高
SUI
高出7.6%
-5.9%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $656.5M | $697.2M |
| 净利润 | $-38.8M | $12.1M |
| 毛利率 | 50.5% | — |
| 营业利润率 | -2.2% | — |
| 净利率 | -5.9% | 1.7% |
| 营收同比 | -2.6% | -25.8% |
| 净利润同比 | 57.8% | -96.0% |
| 每股收益（稀释后） | $-0.09 | $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PTONSUI
| Q4 25 | $656.5M | — | ||
| Q3 25 | $550.8M | $697.2M | ||
| Q2 25 | — | $623.5M | ||
| Q1 25 | — | $470.2M | ||
| Q4 24 | — | $745.9M | ||
| Q3 24 | — | $939.9M | ||
| Q2 24 | — | $864.0M | ||
| Q1 24 | — | $671.3M |
净利润PTONSUI
| Q4 25 | $-38.8M | — | ||
| Q3 25 | $13.9M | $12.1M | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $-41.2M | ||
| Q4 24 | — | $-228.4M | ||
| Q3 24 | — | $300.5M | ||
| Q2 24 | — | $56.7M | ||
| Q1 24 | — | $-25.2M |
毛利率PTONSUI
| Q4 25 | 50.5% | — | ||
| Q3 25 | 51.5% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率PTONSUI
| Q4 25 | -2.2% | — | ||
| Q3 25 | 7.5% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
净利率PTONSUI
| Q4 25 | -5.9% | — | ||
| Q3 25 | 2.5% | 1.7% | ||
| Q2 25 | — | 210.8% | ||
| Q1 25 | — | -8.8% | ||
| Q4 24 | — | -30.6% | ||
| Q3 24 | — | 32.0% | ||
| Q2 24 | — | 6.6% | ||
| Q1 24 | — | -3.8% |
每股收益（稀释后）PTONSUI
| Q4 25 | $-0.09 | — | ||
| Q3 25 | $0.03 | $0.07 | ||
| Q2 25 | — | $10.02 | ||
| Q1 25 | — | $-0.34 | ||
| Q4 24 | — | $-1.80 | ||
| Q3 24 | — | $2.31 | ||
| Q2 24 | — | $0.42 | ||
| Q1 24 | — | $-0.22 |
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 | $1.2B | $542.7M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $-326.7M | $7.0B |
| 总资产 | $2.2B | $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PTONSUI
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | $542.7M | ||
| Q2 25 | — | $889.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $47.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
总债务PTONSUI
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益PTONSUI
| Q4 25 | $-326.7M | — | ||
| Q3 25 | $-347.0M | $7.0B | ||
| Q2 25 | — | $7.4B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | — | $7.5B | ||
| Q2 24 | — | $6.9B | ||
| Q1 24 | — | $6.9B |
总资产PTONSUI
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.2B | $12.8B | ||
| Q2 25 | — | $13.4B | ||
| Q1 25 | — | $16.5B | ||
| Q4 24 | — | $16.5B | ||
| Q3 24 | — | $17.1B | ||
| Q2 24 | — | $17.0B | ||
| Q1 24 | — | $17.1B |
负债/权益比PTONSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $71.9M | $197.8M |
| 自由现金流经营现金流 - 资本支出 | $71.0M | — |
| 自由现金流率自由现金流/营收 | 10.8% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | — | 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PTONSUI
| Q4 25 | $71.9M | — | ||
| Q3 25 | $71.9M | $197.8M | ||
| Q2 25 | — | $256.0M | ||
| Q1 25 | — | $243.9M | ||
| Q4 24 | — | $118.0M | ||
| Q3 24 | — | $189.2M | ||
| Q2 24 | — | $311.3M | ||
| Q1 24 | — | $242.5M |
自由现金流PTONSUI
| Q4 25 | $71.0M | — | ||
| Q3 25 | $67.4M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率PTONSUI
| Q4 25 | 10.8% | — | ||
| Q3 25 | 12.2% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度PTONSUI
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率PTONSUI
| Q4 25 | — | — | ||
| Q3 25 | 5.17× | 16.35× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 5.49× | ||
| Q1 24 | — | — |
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
PTON
| Subscription And Circulation | $412.6M | 63% |
| Connected Fitness Products Segment | $243.9M | 37% |
| Product Warranty | $4.0M | 1% |
SUI
暂无分部数据
