vs
Simpson Manufacturing Co., Inc.（SSD）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Simpson Manufacturing Co., Inc.的1.2倍（$697.2M vs $588.0M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs 1.7%，领先13.3%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs -25.8%），过去两年Simpson Manufacturing Co., Inc.的营收复合增速更高（-0.8% vs -2.1%）
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
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。
SSD vs SUI — 直观对比
营收规模更大
SUI
是对方的1.2倍
$588.0M
营收增速更快
SSD
高出34.9%
-25.8%
净利率更高
SSD
高出13.3%
1.7%
两年增速更快
SSD
近两年复合增速
-2.1%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $588.0M | $697.2M |
| 净利润 | $88.2M | $12.1M |
| 毛利率 | 45.2% | — |
| 营业利润率 | 19.5% | — |
| 净利率 | 15.0% | 1.7% |
| 营收同比 | 9.1% | -25.8% |
| 净利润同比 | 13.3% | -96.0% |
| 每股收益（稀释后） | $2.13 | $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SSDSUI
| Q1 26 | $588.0M | — | ||
| Q4 25 | $539.3M | — | ||
| Q3 25 | $623.5M | $697.2M | ||
| Q2 25 | $631.1M | $623.5M | ||
| Q1 25 | $538.9M | $470.2M | ||
| Q4 24 | $517.4M | $745.9M | ||
| Q3 24 | $587.2M | $939.9M | ||
| Q2 24 | $597.0M | $864.0M |
净利润SSDSUI
| Q1 26 | $88.2M | — | ||
| Q4 25 | $56.2M | — | ||
| Q3 25 | $107.4M | $12.1M | ||
| Q2 25 | $103.5M | $1.3B | ||
| Q1 25 | $77.9M | $-41.2M | ||
| Q4 24 | $55.4M | $-228.4M | ||
| Q3 24 | $93.5M | $300.5M | ||
| Q2 24 | $97.8M | $56.7M |
毛利率SSDSUI
| Q1 26 | 45.2% | — | ||
| Q4 25 | 43.4% | — | ||
| Q3 25 | 46.4% | — | ||
| Q2 25 | 46.7% | — | ||
| Q1 25 | 46.8% | — | ||
| Q4 24 | 44.0% | — | ||
| Q3 24 | 46.8% | — | ||
| Q2 24 | 46.7% | — |
营业利润率SSDSUI
| Q1 26 | 19.5% | — | ||
| Q4 25 | 13.9% | — | ||
| Q3 25 | 22.6% | — | ||
| Q2 25 | 22.2% | — | ||
| Q1 25 | 19.0% | — | ||
| Q4 24 | 14.8% | — | ||
| Q3 24 | 21.3% | — | ||
| Q2 24 | 22.1% | — |
净利率SSDSUI
| Q1 26 | 15.0% | — | ||
| Q4 25 | 10.4% | — | ||
| Q3 25 | 17.2% | 1.7% | ||
| Q2 25 | 16.4% | 210.8% | ||
| Q1 25 | 14.5% | -8.8% | ||
| Q4 24 | 10.7% | -30.6% | ||
| Q3 24 | 15.9% | 32.0% | ||
| Q2 24 | 16.4% | 6.6% |
每股收益（稀释后）SSDSUI
| Q1 26 | $2.13 | — | ||
| Q4 25 | $1.34 | — | ||
| Q3 25 | $2.58 | $0.07 | ||
| Q2 25 | $2.47 | $10.02 | ||
| Q1 25 | $1.85 | $-0.34 | ||
| Q4 24 | $1.31 | $-1.80 | ||
| Q3 24 | $2.21 | $2.31 | ||
| Q2 24 | $2.31 | $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 | $341.0M | $542.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $7.0B |
| 总资产 | $3.0B | $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SSDSUI
| Q1 26 | $341.0M | — | ||
| Q4 25 | $384.1M | — | ||
| Q3 25 | $297.3M | $542.7M | ||
| Q2 25 | $190.4M | $889.7M | ||
| Q1 25 | $150.3M | — | ||
| Q4 24 | $239.4M | $47.4M | ||
| Q3 24 | $339.4M | — | ||
| Q2 24 | $354.9M | — |
总债务SSDSUI
| Q1 26 | — | — | ||
| Q4 25 | $300.0M | — | ||
| Q3 25 | $371.3M | — | ||
| Q2 25 | $376.9M | — | ||
| Q1 25 | $382.5M | — | ||
| Q4 24 | $388.1M | $7.4B | ||
| Q3 24 | $393.8M | — | ||
| Q2 24 | $399.4M | — |
股东权益SSDSUI
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | $7.0B | ||
| Q2 25 | $1.9B | $7.4B | ||
| Q1 25 | $1.9B | $6.9B | ||
| Q4 24 | $1.8B | $7.1B | ||
| Q3 24 | $1.9B | $7.5B | ||
| Q2 24 | $1.8B | $6.9B |
总资产SSDSUI
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.0B | $12.8B | ||
| Q2 25 | $3.0B | $13.4B | ||
| Q1 25 | $2.8B | $16.5B | ||
| Q4 24 | $2.7B | $16.5B | ||
| Q3 24 | $2.9B | $17.1B | ||
| Q2 24 | $2.8B | $17.0B |
负债/权益比SSDSUI
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.19× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | 1.04× | ||
| Q3 24 | 0.21× | — | ||
| Q2 24 | 0.23× | — |
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 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流SSDSUI
| Q1 26 | — | — | ||
| Q4 25 | $155.7M | — | ||
| Q3 25 | $170.2M | $197.8M | ||
| Q2 25 | $125.2M | $256.0M | ||
| Q1 25 | $7.6M | $243.9M | ||
| Q4 24 | $115.8M | $118.0M | ||
| Q3 24 | $103.3M | $189.2M | ||
| Q2 24 | $111.1M | $311.3M |
自由现金流SSDSUI
| Q1 26 | — | — | ||
| Q4 25 | $119.0M | — | ||
| Q3 25 | $133.9M | — | ||
| Q2 25 | $87.3M | — | ||
| Q1 25 | $-42.6M | — | ||
| Q4 24 | $60.3M | — | ||
| Q3 24 | $58.1M | — | ||
| Q2 24 | $70.9M | — |
自由现金流率SSDSUI
| Q1 26 | — | — | ||
| Q4 25 | 22.1% | — | ||
| Q3 25 | 21.5% | — | ||
| Q2 25 | 13.8% | — | ||
| Q1 25 | -7.9% | — | ||
| Q4 24 | 11.7% | — | ||
| Q3 24 | 9.9% | — | ||
| Q2 24 | 11.9% | — |
资本支出强度SSDSUI
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 6.0% | — | ||
| Q1 25 | 9.3% | — | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 7.7% | — | ||
| Q2 24 | 6.7% | — |
现金转化率SSDSUI
| Q1 26 | — | — | ||
| Q4 25 | 2.77× | — | ||
| Q3 25 | 1.58× | 16.35× | ||
| Q2 25 | 1.21× | 0.19× | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | 1.10× | 0.63× | ||
| Q2 24 | 1.14× | 5.49× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
