vs
Taylor Morrison Home Corp（TMHC）与新闻集团（TRI）财务数据对比。点击上方公司名可切换其他公司
新闻集团的季度营收约是Taylor Morrison Home Corp的1.3倍（$1.8B vs $1.4B），新闻集团净利率更高（17.5% vs 7.1%，领先10.4%），新闻集团同比增速更快（2.6% vs -26.8%）
泰勒莫里森住房公司是美国规模最大的住宅建筑商之一，总部位于亚利桑那州斯科茨代尔，2007年7月由泰勒伍德罗与莫里森住房合并成立。公司业务覆盖亚利桑那、加利福尼亚、得克萨斯等十余个州，产品涵盖首次置业、中端及中高端住宅，可满足不同层级客户的住房需求。
新闻集团是美国头部大众传媒及出版企业，总部位于纽约曼哈顿中城美洲大道1211号。2013年6月28日由原新闻集团分拆成立，原集团旗下传媒娱乐资产划归21世纪福克斯，当前业务覆盖数字房产信息、新闻媒体、图书出版、有线电视等领域。
TMHC vs TRI — 直观对比
营收规模更大
TRI
是对方的1.3倍
$1.4B
营收增速更快
TRI
高出29.4%
-26.8%
净利率更高
TRI
高出10.4%
7.1%
损益表 — Q1 FY2026 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.8B |
| 净利润 | $98.6M | $313.0M |
| 毛利率 | 21.0% | — |
| 营业利润率 | — | 24.4% |
| 净利率 | 7.1% | 17.5% |
| 营收同比 | -26.8% | 2.6% |
| 净利润同比 | -53.8% | -62.8% |
| 每股收益（稀释后） | $1.12 | $0.69 |
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TMHCTRI
| Q1 26 | $1.4B | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.0B | $1.8B | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.0B | $1.7B |
净利润TMHCTRI
| Q1 26 | $98.6M | — | ||
| Q4 25 | $174.0M | — | ||
| Q3 25 | $201.4M | — | ||
| Q2 25 | $193.6M | $313.0M | ||
| Q1 25 | $213.5M | — | ||
| Q4 24 | $242.5M | — | ||
| Q3 24 | $251.1M | — | ||
| Q2 24 | $199.5M | $841.0M |
毛利率TMHCTRI
| Q1 26 | 21.0% | — | ||
| Q4 25 | 22.0% | — | ||
| Q3 25 | 22.7% | — | ||
| Q2 25 | 23.0% | — | ||
| Q1 25 | 24.4% | — | ||
| Q4 24 | 23.9% | — | ||
| Q3 24 | 25.0% | — | ||
| Q2 24 | 23.7% | — |
营业利润率TMHCTRI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 24.4% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 23.9% |
净利率TMHCTRI
| Q1 26 | 7.1% | — | ||
| Q4 25 | 8.3% | — | ||
| Q3 25 | 9.6% | — | ||
| Q2 25 | 9.5% | 17.5% | ||
| Q1 25 | 11.3% | — | ||
| Q4 24 | 10.3% | — | ||
| Q3 24 | 11.8% | — | ||
| Q2 24 | 10.0% | 48.3% |
每股收益（稀释后）TMHCTRI
| Q1 26 | $1.12 | — | ||
| Q4 25 | $1.77 | — | ||
| Q3 25 | $2.01 | — | ||
| Q2 25 | $1.92 | $0.69 | ||
| Q1 25 | $2.07 | — | ||
| Q4 24 | $2.29 | — | ||
| Q3 24 | $2.37 | — | ||
| Q2 24 | $1.86 | $1.86 |
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 | $652.9M | $664.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.2B | $12.6B |
| 总资产 | $9.8B | $18.0B |
| 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TMHCTRI
| Q1 26 | $652.9M | — | ||
| Q4 25 | $850.0M | — | ||
| Q3 25 | $370.6M | — | ||
| Q2 25 | $130.2M | $664.0M | ||
| Q1 25 | $377.8M | — | ||
| Q4 24 | $487.2M | — | ||
| Q3 24 | $256.4M | — | ||
| Q2 24 | $246.8M | $1.7B |
总债务TMHCTRI
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.2B | — |
股东权益TMHCTRI
| Q1 26 | $6.2B | — | ||
| Q4 25 | $6.3B | — | ||
| Q3 25 | $6.2B | — | ||
| Q2 25 | $6.1B | $12.6B | ||
| Q1 25 | $6.0B | — | ||
| Q4 24 | $5.9B | — | ||
| Q3 24 | $5.7B | — | ||
| Q2 24 | $5.5B | $11.6B |
总资产TMHCTRI
| Q1 26 | $9.8B | — | ||
| Q4 25 | $9.8B | — | ||
| Q3 25 | $9.6B | — | ||
| Q2 25 | $9.5B | $18.0B | ||
| Q1 25 | $9.4B | — | ||
| Q4 24 | $9.3B | — | ||
| Q3 24 | $9.3B | — | ||
| Q2 24 | $9.1B | $18.4B |
负债/权益比TMHCTRI
| Q1 26 | — | — | ||
| Q4 25 | 0.36× | — | ||
| Q3 25 | 0.35× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.35× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 0.37× | — | ||
| Q2 24 | 0.39× | — |
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 | — | $746.0M |
| 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 | — | 2.38× |
| 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TMHCTRI
| Q1 26 | — | — | ||
| Q4 25 | $646.4M | — | ||
| Q3 25 | $219.6M | — | ||
| Q2 25 | $-126.0M | $746.0M | ||
| Q1 25 | $77.2M | — | ||
| Q4 24 | $438.2M | — | ||
| Q3 24 | $135.9M | — | ||
| Q2 24 | $-233.3M | $705.0M |
自由现金流TMHCTRI
| Q1 26 | — | — | ||
| Q4 25 | $635.3M | — | ||
| Q3 25 | $206.6M | — | ||
| Q2 25 | $-133.6M | — | ||
| Q1 25 | $68.7M | — | ||
| Q4 24 | $428.2M | — | ||
| Q3 24 | $127.1M | — | ||
| Q2 24 | $-241.7M | — |
自由现金流率TMHCTRI
| Q1 26 | — | — | ||
| Q4 25 | 30.3% | — | ||
| Q3 25 | 9.9% | — | ||
| Q2 25 | -6.6% | — | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | 18.2% | — | ||
| Q3 24 | 6.0% | — | ||
| Q2 24 | -12.1% | — |
资本支出强度TMHCTRI
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.4% | — | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.4% | — |
现金转化率TMHCTRI
| Q1 26 | — | — | ||
| Q4 25 | 3.71× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | -0.65× | 2.38× | ||
| Q1 25 | 0.36× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | -1.17× | 0.84× |
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
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
TRI
暂无分部数据
