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SUN COMMUNITIES INC（SUI）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是SUN COMMUNITIES INC的1.5倍（$1.0B vs $697.2M），思佳讯净利率更高（7.6% vs 1.7%，领先5.9%），思佳讯同比增速更快（8.6% vs -25.8%），过去两年思佳讯的营收复合增速更高（-0.5% vs -2.1%）
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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
SUI vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.5倍
$697.2M
营收增速更快
SWKS
高出34.4%
-25.8%
净利率更高
SWKS
高出5.9%
1.7%
两年增速更快
SWKS
近两年复合增速
-2.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $697.2M | $1.0B |
| 净利润 | $12.1M | $79.2M |
| 毛利率 | — | 41.3% |
| 营业利润率 | — | 10.0% |
| 净利率 | 1.7% | 7.6% |
| 营收同比 | -25.8% | 8.6% |
| 净利润同比 | -96.0% | 15.3% |
| 每股收益（稀释后） | $0.07 | $0.53 |
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SUISWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $697.2M | — | ||
| Q2 25 | $623.5M | $965.0M | ||
| Q1 25 | $470.2M | $953.2M | ||
| Q4 24 | $745.9M | $1.1B | ||
| Q3 24 | $939.9M | $1.0B | ||
| Q2 24 | $864.0M | $905.5M |
净利润SUISWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | — | $141.4M | ||
| Q3 25 | $12.1M | — | ||
| Q2 25 | $1.3B | $105.0M | ||
| Q1 25 | $-41.2M | $68.7M | ||
| Q4 24 | $-228.4M | $162.0M | ||
| Q3 24 | $300.5M | $60.5M | ||
| Q2 24 | $56.7M | $120.9M |
毛利率SUISWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 41.9% | ||
| Q2 24 | — | 40.2% |
营业利润率SUISWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | — | 10.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 11.5% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 5.8% | ||
| Q2 24 | — | 14.4% |
净利率SUISWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | — | 12.9% | ||
| Q3 25 | 1.7% | — | ||
| Q2 25 | 210.8% | 10.9% | ||
| Q1 25 | -8.8% | 7.2% | ||
| Q4 24 | -30.6% | 15.2% | ||
| Q3 24 | 32.0% | 5.9% | ||
| Q2 24 | 6.6% | 13.4% |
每股收益（稀释后）SUISWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | — | $0.95 | ||
| Q3 25 | $0.07 | — | ||
| Q2 25 | $10.02 | $0.70 | ||
| Q1 25 | $-0.34 | $0.43 | ||
| Q4 24 | $-1.80 | $1.00 | ||
| Q3 24 | $2.31 | $0.36 | ||
| Q2 24 | $0.42 | $0.75 |
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 | $1.6B |
| 总债务越低越好 | — | $496.6M |
| 股东权益账面价值 | $7.0B | $5.8B |
| 总资产 | $12.8B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资SUISWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $542.7M | — | ||
| Q2 25 | $889.7M | $1.3B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $47.4M | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.3B |
总债务SUISWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | $7.4B | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益SUISWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | — | $5.8B | ||
| Q3 25 | $7.0B | — | ||
| Q2 25 | $7.4B | $5.7B | ||
| Q1 25 | $6.9B | $5.9B | ||
| Q4 24 | $7.1B | $6.4B | ||
| Q3 24 | $7.5B | $6.3B | ||
| Q2 24 | $6.9B | $6.3B |
总资产SUISWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | — | $7.9B | ||
| Q3 25 | $12.8B | — | ||
| Q2 25 | $13.4B | $7.7B | ||
| Q1 25 | $16.5B | $7.9B | ||
| Q4 24 | $16.5B | $8.3B | ||
| Q3 24 | $17.1B | $8.3B | ||
| Q2 24 | $17.0B | $8.2B |
负债/权益比SUISWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | 1.04× | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.16× |
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 | $395.5M |
| 自由现金流经营现金流 - 资本支出 | — | $339.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | 16.35× | 4.99× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流SUISWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | — | $200.0M | ||
| Q3 25 | $197.8M | — | ||
| Q2 25 | $256.0M | $314.2M | ||
| Q1 25 | $243.9M | $409.4M | ||
| Q4 24 | $118.0M | $377.2M | ||
| Q3 24 | $189.2M | $476.1M | ||
| Q2 24 | $311.3M | $273.4M |
自由现金流SUISWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $252.7M | ||
| Q1 25 | — | $370.9M | ||
| Q4 24 | — | $338.2M | ||
| Q3 24 | — | $393.3M | ||
| Q2 24 | — | $249.0M |
自由现金流率SUISWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | — | 13.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 26.2% | ||
| Q1 25 | — | 38.9% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | 38.4% | ||
| Q2 24 | — | 27.5% |
资本支出强度SUISWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 2.7% |
现金转化率SUISWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | — | 1.41× | ||
| Q3 25 | 16.35× | — | ||
| Q2 25 | 0.19× | 2.99× | ||
| Q1 25 | — | 5.96× | ||
| Q4 24 | — | 2.33× | ||
| Q3 24 | 0.63× | 7.87× | ||
| Q2 24 | 5.49× | 2.26× |
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
SUI
暂无分部数据
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
