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American Assets Trust, Inc.（AAT）与American Homes 4 Rent（AMH）财务数据对比。点击上方公司名可切换其他公司
American Homes 4 Rent的季度营收约是American Assets Trust, Inc.的47.2倍（$455.0M vs $9.6M）。American Homes 4 Rent同比增速更快（4.2% vs -5.5%）。American Homes 4 Rent自由现金流更多（$135.5M vs $23.0M）。过去两年American Homes 4 Rent的营收复合增速更高（3.6% vs -5.2%）
该公司是一家大型英国投资信托，在伦敦证券交易所上市，同时是富时250指数的成分股，现任董事长为获颁CBE勋章的伊恩·弗格森。
AMH（American Homes 4 Rent）是总部位于美国内华达州拉斯维加斯的住宅房地产投资信托基金，主打单户住宅租赁业务。截至2019年12月31日，公司在全美22个州共持有52552套住宅，资产主要集中在亚特兰大、达拉斯-沃斯堡及北卡罗来纳州夏洛特地区。
AAT vs AMH — 直观对比
营收规模更大
AMH
是对方的47.2倍
$9.6M
营收增速更快
AMH
高出9.7%
-5.5%
自由现金流更多
AMH
多$112.5M
$23.0M
两年增速更快
AMH
近两年复合增速
-5.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $9.6M | $455.0M |
| 净利润 | — | $144.3M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | — | 31.7% |
| 营收同比 | -5.5% | 4.2% |
| 净利润同比 | — | 0.3% |
| 每股收益（稀释后） | $0.06 | $0.33 |
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AATAMH
| Q4 25 | $9.6M | $455.0M | ||
| Q3 25 | $10.1M | $478.5M | ||
| Q2 25 | $10.2M | $457.5M | ||
| Q1 25 | $9.9M | $459.3M | ||
| Q4 24 | $10.2M | $436.6M | ||
| Q3 24 | $11.4M | $445.1M | ||
| Q2 24 | $10.6M | $423.5M | ||
| Q1 24 | $10.7M | $423.6M |
净利润AATAMH
| Q4 25 | — | $144.3M | ||
| Q3 25 | $4.5M | $116.8M | ||
| Q2 25 | $5.5M | $123.6M | ||
| Q1 25 | $42.5M | $128.7M | ||
| Q4 24 | — | $143.9M | ||
| Q3 24 | $16.7M | $87.6M | ||
| Q2 24 | $11.9M | $108.5M | ||
| Q1 24 | $19.3M | $128.1M |
净利率AATAMH
| Q4 25 | — | 31.7% | ||
| Q3 25 | 44.6% | 24.4% | ||
| Q2 25 | 53.2% | 27.0% | ||
| Q1 25 | 429.3% | 28.0% | ||
| Q4 24 | — | 33.0% | ||
| Q3 24 | 145.5% | 19.7% | ||
| Q2 24 | 111.9% | 25.6% | ||
| Q1 24 | 179.4% | 30.2% |
每股收益（稀释后）AATAMH
| Q4 25 | $0.06 | $0.33 | ||
| Q3 25 | $0.07 | $0.27 | ||
| Q2 25 | $0.09 | $0.28 | ||
| Q1 25 | $0.70 | $0.30 | ||
| Q4 24 | $0.14 | $0.33 | ||
| Q3 24 | $0.28 | $0.20 | ||
| Q2 24 | $0.20 | $0.25 | ||
| Q1 24 | $0.32 | $0.30 |
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 | $129.4M | $108.5M |
| 总债务越低越好 | $1.7B | $5.1B |
| 股东权益账面价值 | $1.2B | $7.0B |
| 总资产 | $2.9B | $13.2B |
| 负债/权益比越低杠杆越低 | 1.48× | 0.72× |
8季度趋势，按日历期对齐
现金及短期投资AATAMH
| Q4 25 | $129.4M | $108.5M | ||
| Q3 25 | $138.7M | $45.6M | ||
| Q2 25 | $143.7M | $323.3M | ||
| Q1 25 | $143.9M | $69.7M | ||
| Q4 24 | $425.7M | $199.4M | ||
| Q3 24 | $533.0M | $162.5M | ||
| Q2 24 | $114.9M | $718.4M | ||
| Q1 24 | $98.6M | $124.8M |
总债务AATAMH
| Q4 25 | $1.7B | $5.1B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.2B | ||
| Q1 25 | — | $4.9B | ||
| Q4 24 | $2.0B | $5.0B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | — | $5.0B | ||
| Q1 24 | — | $4.5B |
股东权益AATAMH
| Q4 25 | $1.2B | $7.0B | ||
| Q3 25 | $1.2B | $7.2B | ||
| Q2 25 | $1.2B | $7.2B | ||
| Q1 25 | $1.2B | $7.2B | ||
| Q4 24 | $1.2B | $7.2B | ||
| Q3 24 | $1.2B | $7.0B | ||
| Q2 24 | $1.2B | $7.0B | ||
| Q1 24 | $1.2B | $7.0B |
总资产AATAMH
| Q4 25 | $2.9B | $13.2B | ||
| Q3 25 | $2.9B | $13.3B | ||
| Q2 25 | $3.0B | $13.6B | ||
| Q1 25 | $3.0B | $13.3B | ||
| Q4 24 | $3.3B | $13.4B | ||
| Q3 24 | $3.4B | $12.8B | ||
| Q2 24 | $3.0B | $13.3B | ||
| Q1 24 | $3.0B | $12.8B |
负债/权益比AATAMH
| Q4 25 | 1.48× | 0.72× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.72× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | 1.72× | 0.70× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.71× | ||
| Q1 24 | — | 0.64× |
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 | $40.6M | $145.8M |
| 自由现金流经营现金流 - 资本支出 | $23.0M | $135.5M |
| 自由现金流率自由现金流/营收 | 238.4% | 29.8% |
| 资本支出强度资本支出/营收 | 182.1% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.01× |
| 过去12个月自由现金流最近4个季度 | $94.9M | $823.7M |
8季度趋势，按日历期对齐
经营现金流AATAMH
| Q4 25 | $40.6M | $145.8M | ||
| Q3 25 | $40.5M | $223.3M | ||
| Q2 25 | $49.2M | $271.9M | ||
| Q1 25 | $36.9M | $223.4M | ||
| Q4 24 | $40.6M | $102.2M | ||
| Q3 24 | $52.4M | $233.6M | ||
| Q2 24 | $59.3M | $274.0M | ||
| Q1 24 | $54.8M | $201.8M |
自由现金流AATAMH
| Q4 25 | $23.0M | $135.5M | ||
| Q3 25 | $23.1M | $214.5M | ||
| Q2 25 | $28.4M | $257.7M | ||
| Q1 25 | $20.4M | $215.9M | ||
| Q4 24 | $21.5M | $97.9M | ||
| Q3 24 | $28.0M | $225.3M | ||
| Q2 24 | $43.6M | $263.3M | ||
| Q1 24 | $43.8M | $191.0M |
自由现金流率AATAMH
| Q4 25 | 238.4% | 29.8% | ||
| Q3 25 | 228.3% | 44.8% | ||
| Q2 25 | 276.7% | 56.3% | ||
| Q1 25 | 206.1% | 47.0% | ||
| Q4 24 | 210.4% | 22.4% | ||
| Q3 24 | 244.4% | 50.6% | ||
| Q2 24 | 409.9% | 62.2% | ||
| Q1 24 | 408.5% | 45.1% |
资本支出强度AATAMH
| Q4 25 | 182.1% | 2.3% | ||
| Q3 25 | 172.4% | 1.8% | ||
| Q2 25 | 203.1% | 3.1% | ||
| Q1 25 | 166.0% | 1.6% | ||
| Q4 24 | 187.6% | 1.0% | ||
| Q3 24 | 213.5% | 1.9% | ||
| Q2 24 | 147.4% | 2.5% | ||
| Q1 24 | 101.9% | 2.6% |
现金转化率AATAMH
| Q4 25 | — | 1.01× | ||
| Q3 25 | 8.98× | 1.91× | ||
| Q2 25 | 9.01× | 2.20× | ||
| Q1 25 | 0.87× | 1.74× | ||
| Q4 24 | — | 0.71× | ||
| Q3 24 | 3.15× | 2.67× | ||
| Q2 24 | 4.98× | 2.52× | ||
| Q1 24 | 2.84× | 1.58× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
