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Science Applications International Corp（SAIC）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
Science Applications International Corp的季度营收约是Taylor Morrison Home Corp的1.3倍（$1.9B vs $1.4B），Taylor Morrison Home Corp净利率更高（7.1% vs 4.2%，领先2.9%），Science Applications International Corp同比增速更快（2.6% vs -26.8%），过去两年Science Applications International Corp的营收复合增速更高（2.3% vs -16.5%）
科学应用国际公司（SAIC）是一家总部位于美国弗吉尼亚州雷斯顿的科技企业，主要为政府机构提供专业服务与信息技术支持，在公共部门技术服务领域拥有丰富的行业经验与技术积累。
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。
SAIC vs TMHC — 直观对比
营收规模更大
SAIC
是对方的1.3倍
$1.4B
营收增速更快
SAIC
高出29.5%
-26.8%
净利率更高
TMHC
高出2.9%
4.2%
两年增速更快
SAIC
近两年复合增速
-16.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.4B |
| 净利润 | $78.0M | $98.6M |
| 毛利率 | 12.2% | 21.0% |
| 营业利润率 | 6.9% | — |
| 净利率 | 4.2% | 7.1% |
| 营收同比 | 2.6% | -26.8% |
| 净利润同比 | -3.7% | -53.8% |
| 每股收益（稀释后） | $1.69 | $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SAICTMHC
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.9B | $2.1B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $1.9B | $2.0B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | $2.0B | $2.4B | ||
| Q3 24 | $1.8B | $2.1B | ||
| Q2 24 | $1.8B | $2.0B |
净利润SAICTMHC
| Q1 26 | — | $98.6M | ||
| Q4 25 | $78.0M | $174.0M | ||
| Q3 25 | — | $201.4M | ||
| Q2 25 | $68.0M | $193.6M | ||
| Q1 25 | — | $213.5M | ||
| Q4 24 | $106.0M | $242.5M | ||
| Q3 24 | $81.0M | $251.1M | ||
| Q2 24 | $77.0M | $199.5M |
毛利率SAICTMHC
| Q1 26 | — | 21.0% | ||
| Q4 25 | 12.2% | 22.0% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | 11.1% | 23.0% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | 12.0% | 23.9% | ||
| Q3 24 | 11.6% | 25.0% | ||
| Q2 24 | 11.5% | 23.7% |
营业利润率SAICTMHC
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 6.4% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 8.1% | — | ||
| Q3 24 | 7.4% | — | ||
| Q2 24 | 7.1% | — |
净利率SAICTMHC
| Q1 26 | — | 7.1% | ||
| Q4 25 | 4.2% | 8.3% | ||
| Q3 25 | — | 9.6% | ||
| Q2 25 | 3.6% | 9.5% | ||
| Q1 25 | — | 11.3% | ||
| Q4 24 | 5.4% | 10.3% | ||
| Q3 24 | 4.5% | 11.8% | ||
| Q2 24 | 4.2% | 10.0% |
每股收益（稀释后）SAICTMHC
| Q1 26 | — | $1.12 | ||
| Q4 25 | $1.69 | $1.77 | ||
| Q3 25 | — | $2.01 | ||
| Q2 25 | $1.42 | $1.92 | ||
| Q1 25 | — | $2.07 | ||
| Q4 24 | $2.13 | $2.29 | ||
| Q3 24 | $1.58 | $2.37 | ||
| Q2 24 | $1.48 | $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 | $45.0M | $652.9M |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $1.5B | $6.2B |
| 总资产 | $5.4B | $9.8B |
| 负债/权益比越低杠杆越低 | 1.64× | — |
8季度趋势，按日历期对齐
现金及短期投资SAICTMHC
| Q1 26 | — | $652.9M | ||
| Q4 25 | $45.0M | $850.0M | ||
| Q3 25 | — | $370.6M | ||
| Q2 25 | $47.0M | $130.2M | ||
| Q1 25 | — | $377.8M | ||
| Q4 24 | $46.0M | $487.2M | ||
| Q3 24 | $48.0M | $256.4M | ||
| Q2 24 | $49.0M | $246.8M |
总债务SAICTMHC
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $2.3B | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $2.2B | $2.1B | ||
| Q3 24 | $2.2B | $2.1B | ||
| Q2 24 | $2.1B | $2.2B |
股东权益SAICTMHC
| Q1 26 | — | $6.2B | ||
| Q4 25 | $1.5B | $6.3B | ||
| Q3 25 | — | $6.2B | ||
| Q2 25 | $1.5B | $6.1B | ||
| Q1 25 | — | $6.0B | ||
| Q4 24 | $1.6B | $5.9B | ||
| Q3 24 | $1.6B | $5.7B | ||
| Q2 24 | $1.8B | $5.5B |
总资产SAICTMHC
| Q1 26 | — | $9.8B | ||
| Q4 25 | $5.4B | $9.8B | ||
| Q3 25 | — | $9.6B | ||
| Q2 25 | $5.2B | $9.5B | ||
| Q1 25 | — | $9.4B | ||
| Q4 24 | $5.3B | $9.3B | ||
| Q3 24 | $5.3B | $9.3B | ||
| Q2 24 | $5.3B | $9.1B |
负债/权益比SAICTMHC
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 0.36× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | 1.52× | 0.35× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | 1.34× | 0.36× | ||
| Q3 24 | 1.33× | 0.37× | ||
| Q2 24 | 1.18× | 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 | $129.0M | — |
| 自由现金流经营现金流 - 资本支出 | $120.0M | — |
| 自由现金流率自由现金流/营收 | 6.4% | — |
| 资本支出强度资本支出/营收 | 0.5% | — |
| 现金转化率经营现金流/净利润 | 1.65× | — |
| 过去12个月自由现金流最近4个季度 | $478.0M | — |
8季度趋势，按日历期对齐
经营现金流SAICTMHC
| Q1 26 | — | — | ||
| Q4 25 | $129.0M | $646.4M | ||
| Q3 25 | — | $219.6M | ||
| Q2 25 | $100.0M | $-126.0M | ||
| Q1 25 | — | $77.2M | ||
| Q4 24 | $143.0M | $438.2M | ||
| Q3 24 | $138.0M | $135.9M | ||
| Q2 24 | $98.0M | $-233.3M |
自由现金流SAICTMHC
| Q1 26 | — | — | ||
| Q4 25 | $120.0M | $635.3M | ||
| Q3 25 | — | $206.6M | ||
| Q2 25 | $92.0M | $-133.6M | ||
| Q1 25 | — | $68.7M | ||
| Q4 24 | $134.0M | $428.2M | ||
| Q3 24 | $132.0M | $127.1M | ||
| Q2 24 | $92.0M | $-241.7M |
自由现金流率SAICTMHC
| Q1 26 | — | — | ||
| Q4 25 | 6.4% | 30.3% | ||
| Q3 25 | — | 9.9% | ||
| Q2 25 | 4.9% | -6.6% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | 6.8% | 18.2% | ||
| Q3 24 | 7.3% | 6.0% | ||
| Q2 24 | 5.0% | -12.1% |
资本支出强度SAICTMHC
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.5% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | 0.4% | 0.4% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | 0.5% | 0.4% | ||
| Q3 24 | 0.3% | 0.4% | ||
| Q2 24 | 0.3% | 0.4% |
现金转化率SAICTMHC
| Q1 26 | — | — | ||
| Q4 25 | 1.65× | 3.71× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | 1.47× | -0.65× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | 1.35× | 1.81× | ||
| Q3 24 | 1.70× | 0.54× | ||
| Q2 24 | 1.27× | -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
SAIC
| Prime Contractor | $1.3B | 71% |
| Civilian | $427.0M | 23% |
| Subcontractor | $116.0M | 6% |
| Commercial State And Local Agencies | $7.0M | 0% |
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% |
