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希悦尔（SEE）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
希悦尔的季度营收约是SUN COMMUNITIES INC的2.0倍（$1.4B vs $697.2M），希悦尔净利率更高（3.1% vs 1.7%，领先1.4%），希悦尔同比增速更快（2.6% vs -25.8%），过去两年希悦尔的营收复合增速更高（2.7% vs -2.1%）
希悦尔是全球领先的包装与防护解决方案供应商，核心产品包括缓冲防护材料、食品保鲜包装、可持续减废包装系统，服务覆盖电商、零售、食品饮料、工业制造等多个海内外领域。
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。
SEE vs SUI — 直观对比
营收规模更大
SEE
是对方的2.0倍
$697.2M
营收增速更快
SEE
高出28.4%
-25.8%
净利率更高
SEE
高出1.4%
1.7%
两年增速更快
SEE
近两年复合增速
-2.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $697.2M |
| 净利润 | $43.8M | $12.1M |
| 毛利率 | 28.6% | — |
| 营业利润率 | 11.4% | — |
| 净利率 | 3.1% | 1.7% |
| 营收同比 | 2.6% | -25.8% |
| 净利润同比 | 700.0% | -96.0% |
| 每股收益（稀释后） | $0.30 | $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SEESUI
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.3B | $697.2M | ||
| Q2 25 | $1.3B | $623.5M | ||
| Q1 25 | $1.3B | $470.2M | ||
| Q4 24 | $1.4B | $745.9M | ||
| Q3 24 | $1.3B | $939.9M | ||
| Q2 24 | $1.3B | $864.0M | ||
| Q1 24 | $1.3B | $671.3M |
净利润SEESUI
| Q4 25 | $43.8M | — | ||
| Q3 25 | $255.1M | $12.1M | ||
| Q2 25 | $93.1M | $1.3B | ||
| Q1 25 | $113.5M | $-41.2M | ||
| Q4 24 | $-7.3M | $-228.4M | ||
| Q3 24 | $91.7M | $300.5M | ||
| Q2 24 | $98.3M | $56.7M | ||
| Q1 24 | $82.0M | $-25.2M |
毛利率SEESUI
| Q4 25 | 28.6% | — | ||
| Q3 25 | 29.8% | — | ||
| Q2 25 | 30.7% | — | ||
| Q1 25 | 30.9% | — | ||
| Q4 24 | 30.0% | — | ||
| Q3 24 | 30.1% | — | ||
| Q2 24 | 31.2% | — | ||
| Q1 24 | 30.3% | — |
营业利润率SEESUI
| Q4 25 | 11.4% | — | ||
| Q3 25 | 13.8% | — | ||
| Q2 25 | 15.0% | — | ||
| Q1 25 | 14.5% | — | ||
| Q4 24 | 11.7% | — | ||
| Q3 24 | 13.9% | — | ||
| Q2 24 | 15.4% | — | ||
| Q1 24 | 14.0% | — |
净利率SEESUI
| Q4 25 | 3.1% | — | ||
| Q3 25 | 19.0% | 1.7% | ||
| Q2 25 | 7.0% | 210.8% | ||
| Q1 25 | 9.0% | -8.8% | ||
| Q4 24 | -0.5% | -30.6% | ||
| Q3 24 | 6.9% | 32.0% | ||
| Q2 24 | 7.4% | 6.6% | ||
| Q1 24 | 6.2% | -3.8% |
每股收益（稀释后）SEESUI
| Q4 25 | $0.30 | — | ||
| Q3 25 | $1.73 | $0.07 | ||
| Q2 25 | $0.63 | $10.02 | ||
| Q1 25 | $0.77 | $-0.34 | ||
| Q4 24 | $-0.05 | $-1.80 | ||
| Q3 24 | $0.63 | $2.31 | ||
| Q2 24 | $0.67 | $0.42 | ||
| Q1 24 | $0.56 | $-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 | $344.0M | $542.7M |
| 总债务越低越好 | $3.3B | — |
| 股东权益账面价值 | $1.2B | $7.0B |
| 总资产 | $7.0B | $12.8B |
| 负债/权益比越低杠杆越低 | 2.65× | — |
8季度趋势，按日历期对齐
现金及短期投资SEESUI
| Q4 25 | $344.0M | — | ||
| Q3 25 | $282.5M | $542.7M | ||
| Q2 25 | $354.4M | $889.7M | ||
| Q1 25 | $335.2M | — | ||
| Q4 24 | $371.8M | $47.4M | ||
| Q3 24 | $386.0M | — | ||
| Q2 24 | $388.6M | — | ||
| Q1 24 | $352.8M | — |
总债务SEESUI
| Q4 25 | $3.3B | — | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $4.2B | — | ||
| Q4 24 | $4.2B | $7.4B | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.4B | — | ||
| Q1 24 | $4.5B | — |
股东权益SEESUI
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | $7.0B | ||
| Q2 25 | $953.1M | $7.4B | ||
| Q1 25 | $797.9M | $6.9B | ||
| Q4 24 | $624.5M | $7.1B | ||
| Q3 24 | $771.2M | $7.5B | ||
| Q2 24 | $650.1M | $6.9B | ||
| Q1 24 | $598.3M | $6.9B |
总资产SEESUI
| Q4 25 | $7.0B | — | ||
| Q3 25 | $7.1B | $12.8B | ||
| Q2 25 | $7.2B | $13.4B | ||
| Q1 25 | $7.0B | $16.5B | ||
| Q4 24 | $7.0B | $16.5B | ||
| Q3 24 | $7.3B | $17.1B | ||
| Q2 24 | $7.3B | $17.0B | ||
| Q1 24 | $7.2B | $17.1B |
负债/权益比SEESUI
| Q4 25 | 2.65× | — | ||
| Q3 25 | 3.34× | — | ||
| Q2 25 | 4.18× | — | ||
| Q1 25 | 5.26× | — | ||
| Q4 24 | 6.72× | 1.04× | ||
| Q3 24 | 5.62× | — | ||
| Q2 24 | 6.81× | — | ||
| Q1 24 | 7.49× | — |
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 | $293.6M | $197.8M |
| 自由现金流经营现金流 - 资本支出 | $257.7M | — |
| 自由现金流率自由现金流/营收 | 18.5% | — |
| 资本支出强度资本支出/营收 | 2.6% | — |
| 现金转化率经营现金流/净利润 | 6.70× | 16.35× |
| 过去12个月自由现金流最近4个季度 | $458.5M | — |
8季度趋势，按日历期对齐
经营现金流SEESUI
| Q4 25 | $293.6M | — | ||
| Q3 25 | $165.9M | $197.8M | ||
| Q2 25 | $136.6M | $256.0M | ||
| Q1 25 | $31.9M | $243.9M | ||
| Q4 24 | $244.2M | $118.0M | ||
| Q3 24 | $170.5M | $189.2M | ||
| Q2 24 | $188.2M | $311.3M | ||
| Q1 24 | $125.1M | $242.5M |
自由现金流SEESUI
| Q4 25 | $257.7M | — | ||
| Q3 25 | $119.6M | — | ||
| Q2 25 | $93.2M | — | ||
| Q1 25 | $-12.0M | — | ||
| Q4 24 | $185.1M | — | ||
| Q3 24 | $115.2M | — | ||
| Q2 24 | $129.5M | — | ||
| Q1 24 | $78.0M | — |
自由现金流率SEESUI
| Q4 25 | 18.5% | — | ||
| Q3 25 | 8.9% | — | ||
| Q2 25 | 7.0% | — | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | 13.6% | — | ||
| Q3 24 | 8.6% | — | ||
| Q2 24 | 9.7% | — | ||
| Q1 24 | 5.9% | — |
资本支出强度SEESUI
| Q4 25 | 2.6% | — | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 4.4% | — | ||
| Q1 24 | 3.6% | — |
现金转化率SEESUI
| Q4 25 | 6.70× | — | ||
| Q3 25 | 0.65× | 16.35× | ||
| Q2 25 | 1.47× | 0.19× | ||
| Q1 25 | 0.28× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.86× | 0.63× | ||
| Q2 24 | 1.91× | 5.49× | ||
| Q1 24 | 1.53× | — |
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
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
SUI
暂无分部数据
