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American Assets Trust, Inc.（AAT）与英美资源集团（AMSC）财务数据对比。点击上方公司名可切换其他公司
American Assets Trust, Inc.的季度营收约是英美资源集团的1.5倍（$110.6M vs $74.5M），英美资源集团净利率更高（158.1% vs 6.1%，领先152.0%），英美资源集团同比增速更快（21.4% vs 1.8%），过去两年英美资源集团的营收复合增速更高（33.2% vs -0.1%）
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。
英美资源集团是一家总部位于英国伦敦的跨国矿业企业，是全球最大的铂金生产商，产量约占全球总产出的40%，同时也是钻石、铜、镍、铁矿石、多卤石、炼焦煤的主要供应商，业务布局覆盖非洲、亚洲、大洋洲、欧洲、南北美洲多个地区。
AAT vs AMSC — 直观对比
营收规模更大
AAT
是对方的1.5倍
$74.5M
营收增速更快
AMSC
高出19.5%
1.8%
净利率更高
AMSC
高出152.0%
6.1%
两年增速更快
AMSC
近两年复合增速
-0.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $110.6M | $74.5M |
| 净利润 | $6.7M | $117.8M |
| 毛利率 | — | 30.7% |
| 营业利润率 | 23.4% | 4.5% |
| 净利率 | 6.1% | 158.1% |
| 营收同比 | 1.8% | 21.4% |
| 净利润同比 | -16.3% | 4679.1% |
| 每股收益（稀释后） | $0.08 | $2.62 |
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AATAMSC
| Q1 26 | $110.6M | — | ||
| Q4 25 | $110.1M | $74.5M | ||
| Q3 25 | $109.6M | $65.9M | ||
| Q2 25 | $107.9M | $72.4M | ||
| Q1 25 | $108.6M | $66.7M | ||
| Q4 24 | $113.5M | $61.4M | ||
| Q3 24 | $122.8M | $54.5M | ||
| Q2 24 | $110.9M | $40.3M |
净利润AATAMSC
| Q1 26 | $6.7M | — | ||
| Q4 25 | — | $117.8M | ||
| Q3 25 | $4.5M | $4.8M | ||
| Q2 25 | $5.5M | $6.7M | ||
| Q1 25 | $42.5M | $1.2M | ||
| Q4 24 | — | $2.5M | ||
| Q3 24 | $16.7M | $4.9M | ||
| Q2 24 | $11.9M | $-2.5M |
毛利率AATAMSC
| Q1 26 | — | — | ||
| Q4 25 | 59.4% | 30.7% | ||
| Q3 25 | 60.5% | 31.0% | ||
| Q2 25 | 62.6% | 33.8% | ||
| Q1 25 | 62.0% | 26.5% | ||
| Q4 24 | 61.3% | 26.6% | ||
| Q3 24 | 65.5% | 28.7% | ||
| Q2 24 | 63.6% | 30.3% |
营业利润率AATAMSC
| Q1 26 | 23.4% | — | ||
| Q4 25 | 21.1% | 4.5% | ||
| Q3 25 | 22.6% | 4.5% | ||
| Q2 25 | 24.1% | 7.8% | ||
| Q1 25 | 66.3% | 2.5% | ||
| Q4 24 | 26.5% | 2.1% | ||
| Q3 24 | 30.8% | -1.4% | ||
| Q2 24 | 27.8% | -8.2% |
净利率AATAMSC
| Q1 26 | 6.1% | — | ||
| Q4 25 | — | 158.1% | ||
| Q3 25 | 4.1% | 7.2% | ||
| Q2 25 | 5.1% | 9.3% | ||
| Q1 25 | 39.2% | 1.8% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | 13.6% | 9.0% | ||
| Q2 24 | 10.7% | -6.3% |
每股收益（稀释后）AATAMSC
| Q1 26 | $0.08 | — | ||
| Q4 25 | $0.06 | $2.62 | ||
| Q3 25 | $0.07 | $0.11 | ||
| Q2 25 | $0.09 | $0.17 | ||
| Q1 25 | $0.70 | $0.04 | ||
| Q4 24 | $0.14 | $0.06 | ||
| Q3 24 | $0.28 | $0.13 | ||
| Q2 24 | $0.20 | $-0.07 |
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 | $118.3M | $141.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $536.8M |
| 总资产 | $2.9B | $719.5M |
| 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AATAMSC
| Q1 26 | $118.3M | — | ||
| Q4 25 | $129.4M | $141.1M | ||
| Q3 25 | $138.7M | $212.9M | ||
| Q2 25 | $143.7M | $207.9M | ||
| Q1 25 | $143.9M | $79.5M | ||
| Q4 24 | $425.7M | $75.2M | ||
| Q3 24 | $533.0M | $72.1M | ||
| Q2 24 | $114.9M | $93.5M |
总债务AATAMSC
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AATAMSC
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.2B | $536.8M | ||
| Q3 25 | $1.2B | $342.2M | ||
| Q2 25 | $1.2B | $333.1M | ||
| Q1 25 | $1.2B | $197.1M | ||
| Q4 24 | $1.2B | $192.7M | ||
| Q3 24 | $1.2B | $187.0M | ||
| Q2 24 | $1.2B | $143.3M |
总资产AATAMSC
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $719.5M | ||
| Q3 25 | $2.9B | $445.6M | ||
| Q2 25 | $3.0B | $452.8M | ||
| Q1 25 | $3.0B | $310.5M | ||
| Q4 24 | $3.3B | $310.3M | ||
| Q3 24 | $3.4B | $298.4M | ||
| Q2 24 | $3.0B | $240.1M |
负债/权益比AATAMSC
| Q1 26 | — | — | ||
| Q4 25 | 1.48× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.72× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $3.2M |
| 自由现金流经营现金流 - 资本支出 | — | $2.4M |
| 自由现金流率自由现金流/营收 | — | 3.2% |
| 资本支出强度资本支出/营收 | 14.5% | 1.2% |
| 现金转化率经营现金流/净利润 | — | 0.03× |
| 过去12个月自由现金流最近4个季度 | — | $16.0M |
8季度趋势，按日历期对齐
经营现金流AATAMSC
| Q1 26 | — | — | ||
| Q4 25 | $167.1M | $3.2M | ||
| Q3 25 | $40.5M | $6.5M | ||
| Q2 25 | $49.2M | $4.1M | ||
| Q1 25 | $36.9M | $6.3M | ||
| Q4 24 | $207.1M | $5.9M | ||
| Q3 24 | $52.4M | $12.7M | ||
| Q2 24 | $59.3M | $3.4M |
自由现金流AATAMSC
| Q1 26 | — | — | ||
| Q4 25 | $94.9M | $2.4M | ||
| Q3 25 | $23.1M | $5.1M | ||
| Q2 25 | $28.4M | $3.3M | ||
| Q1 25 | $20.4M | $5.3M | ||
| Q4 24 | $136.9M | $5.3M | ||
| Q3 24 | $28.0M | $12.1M | ||
| Q2 24 | $43.6M | $3.1M |
自由现金流率AATAMSC
| Q1 26 | — | — | ||
| Q4 25 | 86.2% | 3.2% | ||
| Q3 25 | 21.1% | 7.7% | ||
| Q2 25 | 26.3% | 4.6% | ||
| Q1 25 | 18.8% | 7.9% | ||
| Q4 24 | 120.7% | 8.7% | ||
| Q3 24 | 22.8% | 22.3% | ||
| Q2 24 | 39.3% | 7.8% |
资本支出强度AATAMSC
| Q1 26 | 14.5% | — | ||
| Q4 25 | 65.6% | 1.2% | ||
| Q3 25 | 15.9% | 2.1% | ||
| Q2 25 | 19.3% | 1.1% | ||
| Q1 25 | 15.1% | 1.6% | ||
| Q4 24 | 61.9% | 0.9% | ||
| Q3 24 | 19.9% | 1.1% | ||
| Q2 24 | 14.1% | 0.7% |
现金转化率AATAMSC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.03× | ||
| Q3 25 | 8.98× | 1.37× | ||
| Q2 25 | 9.01× | 0.61× | ||
| Q1 25 | 0.87× | 5.22× | ||
| Q4 24 | — | 2.38× | ||
| Q3 24 | 3.15× | 2.60× | ||
| Q2 24 | 4.98× | — |
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
AAT
| Rental income | $104.4M | 94% |
| Other | $6.2M | 6% |
AMSC
| Equipment And Systems | $56.0M | 75% |
| Megatran | $14.1M | 19% |
| Comtrafo Industria De Transformadores Eletricos SA | $4.6M | 6% |
