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SUN COMMUNITIES INC（SUI）与WillScot Holdings Corp（WSC）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WillScot Holdings Corp的1.2倍（$697.2M vs $566.0M），SUN COMMUNITIES INC净利率更高（1.7% vs -33.1%，领先34.8%），WillScot Holdings Corp同比增速更快（-6.1% vs -25.8%），过去两年WillScot Holdings Corp的营收复合增速更高（-1.8% 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。
WillScot Holdings Corp是北美领先的模块化空间及便携式存储服务供应商，服务覆盖建筑、商业开发、教育、医疗、政府项目、特殊活动等多个领域，为客户提供灵活可扩展的临时及半永久空间解决方案。
SUI vs WSC — 直观对比
营收规模更大
SUI
是对方的1.2倍
$566.0M
营收增速更快
WSC
高出19.8%
-25.8%
净利率更高
SUI
高出34.8%
-33.1%
两年增速更快
WSC
近两年复合增速
-2.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $697.2M | $566.0M |
| 净利润 | $12.1M | $-187.3M |
| 毛利率 | — | 50.4% |
| 营业利润率 | — | -32.5% |
| 净利率 | 1.7% | -33.1% |
| 营收同比 | -25.8% | -6.1% |
| 净利润同比 | -96.0% | -310.0% |
| 每股收益（稀释后） | $0.07 | $-1.02 |
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SUIWSC
| Q4 25 | — | $566.0M | ||
| Q3 25 | $697.2M | $566.8M | ||
| Q2 25 | $623.5M | $589.1M | ||
| Q1 25 | $470.2M | $559.6M | ||
| Q4 24 | $745.9M | $602.5M | ||
| Q3 24 | $939.9M | $601.4M | ||
| Q2 24 | $864.0M | $604.6M | ||
| Q1 24 | $671.3M | $587.2M |
净利润SUIWSC
| Q4 25 | — | $-187.3M | ||
| Q3 25 | $12.1M | $43.3M | ||
| Q2 25 | $1.3B | $47.9M | ||
| Q1 25 | $-41.2M | $43.1M | ||
| Q4 24 | $-228.4M | $89.2M | ||
| Q3 24 | $300.5M | $-70.5M | ||
| Q2 24 | $56.7M | $-46.9M | ||
| Q1 24 | $-25.2M | $56.2M |
毛利率SUIWSC
| Q4 25 | — | 50.4% | ||
| Q3 25 | — | 49.7% | ||
| Q2 25 | — | 50.3% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | — | 53.5% | ||
| Q2 24 | — | 54.1% | ||
| Q1 24 | — | 54.0% |
营业利润率SUIWSC
| Q4 25 | — | -32.5% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 21.5% | ||
| Q1 25 | — | 21.3% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | — | -5.9% | ||
| Q2 24 | — | -0.9% | ||
| Q1 24 | — | 22.1% |
净利率SUIWSC
| Q4 25 | — | -33.1% | ||
| Q3 25 | 1.7% | 7.6% | ||
| Q2 25 | 210.8% | 8.1% | ||
| Q1 25 | -8.8% | 7.7% | ||
| Q4 24 | -30.6% | 14.8% | ||
| Q3 24 | 32.0% | -11.7% | ||
| Q2 24 | 6.6% | -7.7% | ||
| Q1 24 | -3.8% | 9.6% |
每股收益（稀释后）SUIWSC
| Q4 25 | — | $-1.02 | ||
| Q3 25 | $0.07 | $0.24 | ||
| Q2 25 | $10.02 | $0.26 | ||
| Q1 25 | $-0.34 | $0.23 | ||
| Q4 24 | $-1.80 | $0.48 | ||
| Q3 24 | $2.31 | $-0.37 | ||
| Q2 24 | $0.42 | $-0.25 | ||
| Q1 24 | $-0.22 | $0.29 |
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 | $14.6M |
| 总债务越低越好 | — | $3.6B |
| 股东权益账面价值 | $7.0B | $856.3M |
| 总资产 | $12.8B | $5.8B |
| 负债/权益比越低杠杆越低 | — | 4.15× |
8季度趋势，按日历期对齐
现金及短期投资SUIWSC
| Q4 25 | — | $14.6M | ||
| Q3 25 | $542.7M | $14.8M | ||
| Q2 25 | $889.7M | $12.8M | ||
| Q1 25 | — | $10.7M | ||
| Q4 24 | $47.4M | $9.0M | ||
| Q3 24 | — | $11.0M | ||
| Q2 24 | — | $5.9M | ||
| Q1 24 | — | $13.1M |
总债务SUIWSC
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | $7.4B | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | — | $3.5B |
股东权益SUIWSC
| Q4 25 | — | $856.3M | ||
| Q3 25 | $7.0B | $1.1B | ||
| Q2 25 | $7.4B | $1.0B | ||
| Q1 25 | $6.9B | $1.0B | ||
| Q4 24 | $7.1B | $1.0B | ||
| Q3 24 | $7.5B | $1.1B | ||
| Q2 24 | $6.9B | $1.2B | ||
| Q1 24 | $6.9B | $1.3B |
总资产SUIWSC
| Q4 25 | — | $5.8B | ||
| Q3 25 | $12.8B | $6.1B | ||
| Q2 25 | $13.4B | $6.1B | ||
| Q1 25 | $16.5B | $6.0B | ||
| Q4 24 | $16.5B | $6.0B | ||
| Q3 24 | $17.1B | $6.0B | ||
| Q2 24 | $17.0B | $6.0B | ||
| Q1 24 | $17.1B | $6.2B |
负债/权益比SUIWSC
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | 1.04× | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× | ||
| Q1 24 | — | 2.63× |
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 | $158.9M |
| 自由现金流经营现金流 - 资本支出 | — | $149.7M |
| 自由现金流率自由现金流/营收 | — | 26.5% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 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 | — | $737.7M |
8季度趋势，按日历期对齐
经营现金流SUIWSC
| Q4 25 | — | $158.9M | ||
| Q3 25 | $197.8M | $191.2M | ||
| Q2 25 | $256.0M | $205.3M | ||
| Q1 25 | $243.9M | $206.6M | ||
| Q4 24 | $118.0M | $178.9M | ||
| Q3 24 | $189.2M | $-1.6M | ||
| Q2 24 | $311.3M | $175.6M | ||
| Q1 24 | $242.5M | $208.7M |
自由现金流SUIWSC
| Q4 25 | — | $149.7M | ||
| Q3 25 | — | $186.9M | ||
| Q2 25 | — | $199.0M | ||
| Q1 25 | — | $202.0M | ||
| Q4 24 | — | $176.6M | ||
| Q3 24 | — | $-4.9M | ||
| Q2 24 | — | $169.4M | ||
| Q1 24 | — | $202.1M |
自由现金流率SUIWSC
| Q4 25 | — | 26.5% | ||
| Q3 25 | — | 33.0% | ||
| Q2 25 | — | 33.8% | ||
| Q1 25 | — | 36.1% | ||
| Q4 24 | — | 29.3% | ||
| Q3 24 | — | -0.8% | ||
| Q2 24 | — | 28.0% | ||
| Q1 24 | — | 34.4% |
资本支出强度SUIWSC
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 1.0% | ||
| Q1 24 | — | 1.1% |
现金转化率SUIWSC
| Q4 25 | — | — | ||
| Q3 25 | 16.35× | 4.41× | ||
| Q2 25 | 0.19× | 4.28× | ||
| Q1 25 | — | 4.80× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 5.49× | — | ||
| Q1 24 | — | 3.71× |
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
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
