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Tri Pointe Homes, Inc.（TPH）与Woodward, Inc.（WWD）财务数据对比。点击上方公司名可切换其他公司
Woodward, Inc.的季度营收约是Tri Pointe Homes, Inc.的1.0倍（$996.5M vs $972.6M），Woodward, Inc.净利率更高（13.4% vs 6.2%，领先7.2%），Woodward, Inc.同比增速更快（29.0% vs -22.4%），Tri Pointe Homes, Inc.自由现金流更多（$213.2M vs $70.3M），过去两年Woodward, Inc.的营收复合增速更高（9.2% vs 1.8%）
Tri Pointe Homes, Inc.是总部位于美国内华达州inclinet村的住宅建筑企业，为购房者提供融资及保险服务，业务覆盖亚利桑那、加利福尼亚、内华达、华盛顿、科罗拉多、得克萨斯、哥伦比亚特区、马里兰、北卡罗来纳、南卡罗来纳、弗吉尼亚等地区，按房屋交付量计算是美国第18大住宅建筑商。
伍德沃德（Woodward, Inc.）是美国的控制系统及组件供应商，业务涵盖产品设计、制造与全链条服务，产品广泛应用于飞机、航空发动机、工业发动机与轮机、发电及移动工业设备领域，同时为国防领域供应军用装置及其他配套设备。
TPH vs WWD — 直观对比
营收规模更大
WWD
是对方的1.0倍
$972.6M
营收增速更快
WWD
高出51.4%
-22.4%
净利率更高
WWD
高出7.2%
6.2%
自由现金流更多
TPH
多$142.9M
$70.3M
两年增速更快
WWD
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $972.6M | $996.5M |
| 净利润 | $60.2M | $133.7M |
| 毛利率 | — | 29.3% |
| 营业利润率 | 8.1% | 17.0% |
| 净利率 | 6.2% | 13.4% |
| 营收同比 | -22.4% | 29.0% |
| 净利润同比 | -53.4% | 53.5% |
| 每股收益（稀释后） | $0.70 | $2.17 |
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TPHWWD
| Q4 25 | $972.6M | $996.5M | ||
| Q3 25 | $854.7M | $995.3M | ||
| Q2 25 | $902.4M | $915.4M | ||
| Q1 25 | $740.9M | $883.6M | ||
| Q4 24 | $1.3B | $772.7M | ||
| Q3 24 | $1.1B | $854.5M | ||
| Q2 24 | $1.2B | $847.7M | ||
| Q1 24 | $939.4M | $835.3M |
净利润TPHWWD
| Q4 25 | $60.2M | $133.7M | ||
| Q3 25 | $56.1M | $137.6M | ||
| Q2 25 | $60.7M | $108.4M | ||
| Q1 25 | $64.0M | $108.9M | ||
| Q4 24 | $129.2M | $87.1M | ||
| Q3 24 | $111.8M | $83.3M | ||
| Q2 24 | $118.0M | $102.1M | ||
| Q1 24 | $99.1M | $97.6M |
毛利率TPHWWD
| Q4 25 | — | 29.3% | ||
| Q3 25 | — | 27.9% | ||
| Q2 25 | — | 27.2% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | — | 24.5% | ||
| Q3 24 | — | 24.3% | ||
| Q2 24 | — | 27.1% | ||
| Q1 24 | — | 28.1% |
营业利润率TPHWWD
| Q4 25 | 8.1% | 17.0% | ||
| Q3 25 | 8.1% | 16.1% | ||
| Q2 25 | 8.5% | 13.9% | ||
| Q1 25 | 10.4% | 15.0% | ||
| Q4 24 | 13.4% | 13.2% | ||
| Q3 24 | 12.6% | 11.9% | ||
| Q2 24 | 12.9% | 14.4% | ||
| Q1 24 | 12.3% | 14.4% |
净利率TPHWWD
| Q4 25 | 6.2% | 13.4% | ||
| Q3 25 | 6.6% | 13.8% | ||
| Q2 25 | 6.7% | 11.8% | ||
| Q1 25 | 8.6% | 12.3% | ||
| Q4 24 | 10.3% | 11.3% | ||
| Q3 24 | 9.8% | 9.7% | ||
| Q2 24 | 10.2% | 12.0% | ||
| Q1 24 | 10.5% | 11.7% |
每股收益（稀释后）TPHWWD
| Q4 25 | $0.70 | $2.17 | ||
| Q3 25 | $0.64 | $2.23 | ||
| Q2 25 | $0.68 | $1.76 | ||
| Q1 25 | $0.70 | $1.78 | ||
| Q4 24 | $1.37 | $1.42 | ||
| Q3 24 | $1.18 | $1.36 | ||
| Q2 24 | $1.25 | $1.63 | ||
| Q1 24 | $1.03 | $1.56 |
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 | $982.8M | $454.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.3B | $2.6B |
| 总资产 | $5.0B | $4.7B |
| 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TPHWWD
| Q4 25 | $982.8M | $454.2M | ||
| Q3 25 | $792.0M | $327.4M | ||
| Q2 25 | $622.6M | $473.2M | ||
| Q1 25 | $812.9M | $364.1M | ||
| Q4 24 | $970.0M | $283.7M | ||
| Q3 24 | $676.0M | $282.3M | ||
| Q2 24 | $492.9M | $308.3M | ||
| Q1 24 | $944.0M | $316.9M |
总债务TPHWWD
| Q4 25 | — | — | ||
| Q3 25 | — | $579.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $646.5M | — | ||
| Q3 24 | — | $655.5M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益TPHWWD
| Q4 25 | $3.3B | $2.6B | ||
| Q3 25 | $3.3B | $2.6B | ||
| Q2 25 | $3.3B | $2.5B | ||
| Q1 25 | $3.3B | $2.3B | ||
| Q4 24 | $3.3B | $2.2B | ||
| Q3 24 | $3.2B | $2.2B | ||
| Q2 24 | $3.1B | $2.2B | ||
| Q1 24 | $3.0B | $2.3B |
总资产TPHWWD
| Q4 25 | $5.0B | $4.7B | ||
| Q3 25 | $5.0B | $4.6B | ||
| Q2 25 | $4.8B | $4.7B | ||
| Q1 25 | $4.8B | $4.5B | ||
| Q4 24 | $4.9B | $4.3B | ||
| Q3 24 | $4.8B | $4.4B | ||
| Q2 24 | $4.6B | $4.3B | ||
| Q1 24 | $5.0B | $4.4B |
负债/权益比TPHWWD
| Q4 25 | — | — | ||
| Q3 25 | — | 0.23× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.19× | — | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $221.0M | $114.4M |
| 自由现金流经营现金流 - 资本支出 | $213.2M | $70.3M |
| 自由现金流率自由现金流/营收 | 21.9% | 7.1% |
| 资本支出强度资本支出/营收 | 0.8% | 4.4% |
| 现金转化率经营现金流/净利润 | 3.67× | 0.86× |
| 过去12个月自由现金流最近4个季度 | $128.5M | $409.7M |
8季度趋势，按日历期对齐
经营现金流TPHWWD
| Q4 25 | $221.0M | $114.4M | ||
| Q3 25 | $45.9M | $233.3M | ||
| Q2 25 | $-74.3M | $125.6M | ||
| Q1 25 | $-31.2M | $77.8M | ||
| Q4 24 | $360.3M | $34.5M | ||
| Q3 24 | $167.9M | $141.8M | ||
| Q2 24 | $23.1M | $153.2M | ||
| Q1 24 | $144.7M | $97.3M |
自由现金流TPHWWD
| Q4 25 | $213.2M | $70.3M | ||
| Q3 25 | $39.1M | $180.9M | ||
| Q2 25 | $-84.5M | $99.1M | ||
| Q1 25 | $-39.3M | $59.4M | ||
| Q4 24 | $355.9M | $942.0K | ||
| Q3 24 | $161.5M | $117.7M | ||
| Q2 24 | $17.0M | $137.3M | ||
| Q1 24 | $138.3M | $82.8M |
自由现金流率TPHWWD
| Q4 25 | 21.9% | 7.1% | ||
| Q3 25 | 4.6% | 18.2% | ||
| Q2 25 | -9.4% | 10.8% | ||
| Q1 25 | -5.3% | 6.7% | ||
| Q4 24 | 28.4% | 0.1% | ||
| Q3 24 | 14.1% | 13.8% | ||
| Q2 24 | 1.5% | 16.2% | ||
| Q1 24 | 14.7% | 9.9% |
资本支出强度TPHWWD
| Q4 25 | 0.8% | 4.4% | ||
| Q3 25 | 0.8% | 5.3% | ||
| Q2 25 | 1.1% | 2.9% | ||
| Q1 25 | 1.1% | 2.1% | ||
| Q4 24 | 0.3% | 4.3% | ||
| Q3 24 | 0.6% | 2.8% | ||
| Q2 24 | 0.5% | 1.9% | ||
| Q1 24 | 0.7% | 1.7% |
现金转化率TPHWWD
| Q4 25 | 3.67× | 0.86× | ||
| Q3 25 | 0.82× | 1.70× | ||
| Q2 25 | -1.22× | 1.16× | ||
| Q1 25 | -0.49× | 0.71× | ||
| Q4 24 | 2.79× | 0.40× | ||
| Q3 24 | 1.50× | 1.70× | ||
| Q2 24 | 0.20× | 1.50× | ||
| Q1 24 | 1.46× | 1.00× |
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
TPH
| West | $547.8M | 56% |
| Central | $245.1M | 25% |
| East | $161.8M | 17% |
| Financial Services Segment | $18.0M | 2% |
| Land | $7.9M | 1% |
WWD
| Transferred At Point In Time | $253.6M | 25% |
| Commercial OEM | $187.9M | 19% |
| Transportation | $166.3M | 17% |
| Defense OEM | $138.2M | 14% |
| Power Generation | $122.8M | 12% |
| Oil And Gas | $72.4M | 7% |
| Defense Aftermarket | $63.8M | 6% |
