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Sylvamo Corp（SLVM）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
Sylvamo Corp的季度营收约是SUN COMMUNITIES INC的1.1倍（$755.0M vs $697.2M），SUN COMMUNITIES INC净利率更高（1.7% vs -0.4%，领先2.1%），Sylvamo Corp同比增速更快（-8.0% vs -25.8%），过去两年SUN COMMUNITIES INC的营收复合增速更高（-2.1% vs -10.0%）
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
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。
SLVM vs SUI — 直观对比
营收规模更大
SLVM
是对方的1.1倍
$697.2M
营收增速更快
SLVM
高出17.8%
-25.8%
净利率更高
SUI
高出2.1%
-0.4%
两年增速更快
SUI
近两年复合增速
-10.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $755.0M | $697.2M |
| 净利润 | $-3.0M | $12.1M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | -0.4% | 1.7% |
| 营收同比 | -8.0% | -25.8% |
| 净利润同比 | — | -96.0% |
| 每股收益（稀释后） | $-0.08 | $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SLVMSUI
| Q1 26 | $755.0M | — | ||
| Q4 25 | $890.0M | — | ||
| Q3 25 | $846.0M | $697.2M | ||
| Q2 25 | $794.0M | $623.5M | ||
| Q1 25 | $821.0M | $470.2M | ||
| Q4 24 | $970.0M | $745.9M | ||
| Q3 24 | $965.0M | $939.9M | ||
| Q2 24 | $933.0M | $864.0M |
净利润SLVMSUI
| Q1 26 | $-3.0M | — | ||
| Q4 25 | $33.0M | — | ||
| Q3 25 | $57.0M | $12.1M | ||
| Q2 25 | $15.0M | $1.3B | ||
| Q1 25 | $27.0M | $-41.2M | ||
| Q4 24 | $81.0M | $-228.4M | ||
| Q3 24 | $95.0M | $300.5M | ||
| Q2 24 | $83.0M | $56.7M |
营业利润率SLVMSUI
| Q1 26 | — | — | ||
| Q4 25 | 8.9% | — | ||
| Q3 25 | 11.6% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 15.5% | — | ||
| Q2 24 | 13.1% | — |
净利率SLVMSUI
| Q1 26 | -0.4% | — | ||
| Q4 25 | 3.7% | — | ||
| Q3 25 | 6.7% | 1.7% | ||
| Q2 25 | 1.9% | 210.8% | ||
| Q1 25 | 3.3% | -8.8% | ||
| Q4 24 | 8.4% | -30.6% | ||
| Q3 24 | 9.8% | 32.0% | ||
| Q2 24 | 8.9% | 6.6% |
每股收益（稀释后）SLVMSUI
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $0.81 | — | ||
| Q3 25 | $1.41 | $0.07 | ||
| Q2 25 | $0.37 | $10.02 | ||
| Q1 25 | $0.65 | $-0.34 | ||
| Q4 24 | $1.91 | $-1.80 | ||
| Q3 24 | $2.27 | $2.31 | ||
| Q2 24 | $1.98 | $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 | — | $542.7M |
| 总债务越低越好 | $766.0M | — |
| 股东权益账面价值 | $979.0M | $7.0B |
| 总资产 | $2.8B | $12.8B |
| 负债/权益比越低杠杆越低 | 0.78× | — |
8季度趋势，按日历期对齐
现金及短期投资SLVMSUI
| Q1 26 | — | — | ||
| Q4 25 | $198.0M | — | ||
| Q3 25 | $146.0M | $542.7M | ||
| Q2 25 | $183.0M | $889.7M | ||
| Q1 25 | $220.0M | — | ||
| Q4 24 | $309.0M | $47.4M | ||
| Q3 24 | $414.0M | — | ||
| Q2 24 | $213.0M | — |
总债务SLVMSUI
| Q1 26 | $766.0M | — | ||
| Q4 25 | $763.0M | — | ||
| Q3 25 | $778.0M | — | ||
| Q2 25 | $767.0M | — | ||
| Q1 25 | $794.0M | — | ||
| Q4 24 | $782.0M | $7.4B | ||
| Q3 24 | $883.0M | — | ||
| Q2 24 | $894.0M | — |
股东权益SLVMSUI
| Q1 26 | $979.0M | — | ||
| Q4 25 | $966.0M | — | ||
| Q3 25 | $977.0M | $7.0B | ||
| Q2 25 | $959.0M | $7.4B | ||
| Q1 25 | $908.0M | $6.9B | ||
| Q4 24 | $847.0M | $7.1B | ||
| Q3 24 | $937.0M | $7.5B | ||
| Q2 24 | $830.0M | $6.9B |
总资产SLVMSUI
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.7B | $12.8B | ||
| Q2 25 | $2.7B | $13.4B | ||
| Q1 25 | $2.6B | $16.5B | ||
| Q4 24 | $2.6B | $16.5B | ||
| Q3 24 | $2.9B | $17.1B | ||
| Q2 24 | $2.7B | $17.0B |
负债/权益比SLVMSUI
| Q1 26 | 0.78× | — | ||
| Q4 25 | 0.79× | — | ||
| Q3 25 | 0.80× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.92× | 1.04× | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 1.08× | — |
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 | — | $197.8M |
| 自由现金流经营现金流 - 资本支出 | $-59.0M | — |
| 自由现金流率自由现金流/营收 | -7.8% | — |
| 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 | — | 16.35× |
| 过去12个月自由现金流最近4个季度 | $10.0M | — |
8季度趋势，按日历期对齐
经营现金流SLVMSUI
| Q1 26 | — | — | ||
| Q4 25 | $94.0M | — | ||
| Q3 25 | $87.0M | $197.8M | ||
| Q2 25 | $64.0M | $256.0M | ||
| Q1 25 | $23.0M | $243.9M | ||
| Q4 24 | $164.0M | $118.0M | ||
| Q3 24 | $163.0M | $189.2M | ||
| Q2 24 | $115.0M | $311.3M |
自由现金流SLVMSUI
| Q1 26 | $-59.0M | — | ||
| Q4 25 | $38.0M | — | ||
| Q3 25 | $33.0M | — | ||
| Q2 25 | $-2.0M | — | ||
| Q1 25 | $-25.0M | — | ||
| Q4 24 | $100.0M | — | ||
| Q3 24 | $119.0M | — | ||
| Q2 24 | $62.0M | — |
自由现金流率SLVMSUI
| Q1 26 | -7.8% | — | ||
| Q4 25 | 4.3% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | -0.3% | — | ||
| Q1 25 | -3.0% | — | ||
| Q4 24 | 10.3% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 6.6% | — |
资本支出强度SLVMSUI
| Q1 26 | — | — | ||
| Q4 25 | 6.3% | — | ||
| Q3 25 | 6.4% | — | ||
| Q2 25 | 8.3% | — | ||
| Q1 25 | 5.8% | — | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 4.6% | — | ||
| Q2 24 | 5.7% | — |
现金转化率SLVMSUI
| Q1 26 | — | — | ||
| Q4 25 | 2.85× | — | ||
| Q3 25 | 1.53× | 16.35× | ||
| Q2 25 | 4.27× | 0.19× | ||
| Q1 25 | 0.85× | — | ||
| Q4 24 | 2.02× | — | ||
| Q3 24 | 1.72× | 0.63× | ||
| Q2 24 | 1.39× | 5.49× |
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
SLVM
| North America | $390.0M | 52% |
| Europe | $190.0M | 25% |
| Latin America | $187.0M | 25% |
SUI
暂无分部数据
