vs
Champion Homes, Inc.（SKY）与铁姆肯公司（TKR）财务数据对比。点击上方公司名可切换其他公司
铁姆肯公司的季度营收约是Champion Homes, Inc.的1.7倍（$1.1B vs $656.6M），Champion Homes, Inc.净利率更高（8.3% vs 5.6%，领先2.7%），铁姆肯公司同比增速更快（3.5% vs 1.8%），铁姆肯公司自由现金流更多（$140.7M vs $92.9M），过去两年Champion Homes, Inc.的营收复合增速更高（10.6% vs -3.4%）
Champion Homes, Inc.是移动及模块化住宅制造企业，为北美头部模块化住宅建造商之一，业务覆盖美国及加拿大西部地区，提供工厂预制住宅产品，可满足不同场景的居住需求，凭借工业化生产优势保障住房品质与交付效率。
铁姆肯公司是全球领先的工程轴承与工业运动产品制造商，总部位于美国俄亥俄州北坎顿市，业务覆盖全球45个国家，可为多个工业领域客户提供高品质的相关产品及适配解决方案。
SKY vs TKR — 直观对比
营收规模更大
TKR
是对方的1.7倍
$656.6M
营收增速更快
TKR
高出1.7%
1.8%
净利率更高
SKY
高出2.7%
5.6%
自由现金流更多
TKR
多$47.8M
$92.9M
两年增速更快
SKY
近两年复合增速
-3.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $656.6M | $1.1B |
| 净利润 | $54.3M | $62.3M |
| 毛利率 | 26.2% | 29.3% |
| 营业利润率 | 9.5% | 9.8% |
| 净利率 | 8.3% | 5.6% |
| 营收同比 | 1.8% | 3.5% |
| 净利润同比 | -11.7% | -12.5% |
| 每股收益（稀释后） | $0.97 | $0.89 |
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SKYTKR
| Q4 25 | $656.6M | $1.1B | ||
| Q3 25 | $684.4M | $1.2B | ||
| Q2 25 | $701.3M | $1.2B | ||
| Q1 25 | $593.9M | $1.1B | ||
| Q4 24 | $644.9M | $1.1B | ||
| Q3 24 | $616.9M | $1.1B | ||
| Q2 24 | $627.8M | $1.2B | ||
| Q1 24 | $536.4M | $1.2B |
净利润SKYTKR
| Q4 25 | $54.3M | $62.3M | ||
| Q3 25 | $58.2M | $69.3M | ||
| Q2 25 | $64.7M | $78.5M | ||
| Q1 25 | $36.3M | $78.3M | ||
| Q4 24 | $61.5M | $71.2M | ||
| Q3 24 | $54.7M | $81.8M | ||
| Q2 24 | $45.8M | $96.2M | ||
| Q1 24 | $2.8M | $103.5M |
毛利率SKYTKR
| Q4 25 | 26.2% | 29.3% | ||
| Q3 25 | 27.5% | 30.2% | ||
| Q2 25 | 27.1% | 30.7% | ||
| Q1 25 | 25.7% | 31.5% | ||
| Q4 24 | 28.1% | 30.3% | ||
| Q3 24 | 27.0% | 30.6% | ||
| Q2 24 | 26.2% | 31.6% | ||
| Q1 24 | 18.3% | 33.4% |
营业利润率SKYTKR
| Q4 25 | 9.5% | 9.8% | ||
| Q3 25 | 10.9% | 12.0% | ||
| Q2 25 | 11.2% | 12.6% | ||
| Q1 25 | 7.1% | 12.6% | ||
| Q4 24 | 11.3% | 10.5% | ||
| Q3 24 | 10.8% | 13.0% | ||
| Q2 24 | 8.8% | 14.1% | ||
| Q1 24 | 1.4% | 15.5% |
净利率SKYTKR
| Q4 25 | 8.3% | 5.6% | ||
| Q3 25 | 8.5% | 6.0% | ||
| Q2 25 | 9.2% | 6.7% | ||
| Q1 25 | 6.1% | 6.9% | ||
| Q4 24 | 9.5% | 6.6% | ||
| Q3 24 | 8.9% | 7.3% | ||
| Q2 24 | 7.3% | 8.1% | ||
| Q1 24 | 0.5% | 8.7% |
每股收益（稀释后）SKYTKR
| Q4 25 | $0.97 | $0.89 | ||
| Q3 25 | $1.03 | $0.99 | ||
| Q2 25 | $1.13 | $1.12 | ||
| Q1 25 | $0.63 | $1.11 | ||
| Q4 24 | $1.06 | $1.01 | ||
| Q3 24 | $0.94 | $1.16 | ||
| Q2 24 | $0.79 | $1.36 | ||
| Q1 24 | $0.04 | $1.46 |
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 | $659.8M | $364.4M |
| 总债务越低越好 | — | $1.9B |
| 股东权益账面价值 | $1.6B | $3.2B |
| 总资产 | $2.1B | $6.7B |
| 负债/权益比越低杠杆越低 | — | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资SKYTKR
| Q4 25 | $659.8M | $364.4M | ||
| Q3 25 | $618.7M | $449.1M | ||
| Q2 25 | $605.3M | $419.3M | ||
| Q1 25 | $610.3M | $376.1M | ||
| Q4 24 | $581.8M | $373.2M | ||
| Q3 24 | $570.2M | $412.7M | ||
| Q2 24 | $548.9M | $469.9M | ||
| Q1 24 | $495.1M | $421.9M |
总债务SKYTKR
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.2B |
股东权益SKYTKR
| Q4 25 | $1.6B | $3.2B | ||
| Q3 25 | $1.6B | $3.1B | ||
| Q2 25 | $1.6B | $3.1B | ||
| Q1 25 | $1.5B | $2.9B | ||
| Q4 24 | $1.5B | $2.8B | ||
| Q3 24 | $1.5B | $2.9B | ||
| Q2 24 | $1.5B | $2.8B | ||
| Q1 24 | $1.4B | $2.6B |
总资产SKYTKR
| Q4 25 | $2.1B | $6.7B | ||
| Q3 25 | $2.1B | $6.8B | ||
| Q2 25 | $2.1B | $6.8B | ||
| Q1 25 | $2.1B | $6.6B | ||
| Q4 24 | $2.0B | $6.4B | ||
| Q3 24 | $2.0B | $6.8B | ||
| Q2 24 | $2.0B | $6.6B | ||
| Q1 24 | $1.9B | $6.5B |
负债/权益比SKYTKR
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.73× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.75× | ||
| Q2 24 | — | 0.77× | ||
| Q1 24 | — | 0.83× |
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 | $100.0M | $183.3M |
| 自由现金流经营现金流 - 资本支出 | $92.9M | $140.7M |
| 自由现金流率自由现金流/营收 | 14.1% | 12.7% |
| 资本支出强度资本支出/营收 | 1.1% | 3.8% |
| 现金转化率经营现金流/净利润 | 1.84× | 2.94× |
| 过去12个月自由现金流最近4个季度 | $259.7M | $406.1M |
8季度趋势，按日历期对齐
经营现金流SKYTKR
| Q4 25 | $100.0M | $183.3M | ||
| Q3 25 | $75.9M | $201.1M | ||
| Q2 25 | $75.3M | $111.3M | ||
| Q1 25 | $46.0M | $58.6M | ||
| Q4 24 | $50.4M | $178.6M | ||
| Q3 24 | $59.8M | $123.2M | ||
| Q2 24 | $84.6M | $124.6M | ||
| Q1 24 | — | $49.3M |
自由现金流SKYTKR
| Q4 25 | $92.9M | $140.7M | ||
| Q3 25 | $67.0M | $163.8M | ||
| Q2 25 | $66.4M | $78.2M | ||
| Q1 25 | $33.4M | $23.4M | ||
| Q4 24 | $37.3M | $125.0M | ||
| Q3 24 | $45.7M | $88.2M | ||
| Q2 24 | $73.9M | $87.3M | ||
| Q1 24 | — | $5.2M |
自由现金流率SKYTKR
| Q4 25 | 14.1% | 12.7% | ||
| Q3 25 | 9.8% | 14.2% | ||
| Q2 25 | 9.5% | 6.7% | ||
| Q1 25 | 5.6% | 2.1% | ||
| Q4 24 | 5.8% | 11.6% | ||
| Q3 24 | 7.4% | 7.8% | ||
| Q2 24 | 11.8% | 7.4% | ||
| Q1 24 | — | 0.4% |
资本支出强度SKYTKR
| Q4 25 | 1.1% | 3.8% | ||
| Q3 25 | 1.3% | 3.2% | ||
| Q2 25 | 1.3% | 2.8% | ||
| Q1 25 | 2.1% | 3.1% | ||
| Q4 24 | 2.0% | 5.0% | ||
| Q3 24 | 2.3% | 3.1% | ||
| Q2 24 | 1.7% | 3.2% | ||
| Q1 24 | — | 3.7% |
现金转化率SKYTKR
| Q4 25 | 1.84× | 2.94× | ||
| Q3 25 | 1.30× | 2.90× | ||
| Q2 25 | 1.16× | 1.42× | ||
| Q1 25 | 1.27× | 0.75× | ||
| Q4 24 | 0.82× | 2.51× | ||
| Q3 24 | 1.09× | 1.51× | ||
| Q2 24 | 1.85× | 1.30× | ||
| Q1 24 | — | 0.48× |
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
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
TKR
| Industrial Motion | $574.1M | 52% |
| Other | $536.9M | 48% |
