vs
ARBOR REALTY TRUST INC（ABR）与Arch Capital Group（ACGL）财务数据对比。点击上方公司名可切换其他公司
Arch Capital Group的季度营收约是ARBOR REALTY TRUST INC的88.5倍（$4.9B vs $55.7M）。Arch Capital Group同比增速更快（8.5% vs -32.7%）。过去两年Arch Capital Group的营收复合增速更高（11.9% vs -26.7%）
Arbor Realty Trust Inc.是总部位于美国的专业房地产投资信托（REIT）企业，主要为多户住宅及商业地产项目提供结构性融资服务，涵盖过渡贷款、机构贷款、夹层融资等品类，服务覆盖美国各地的地产持有者、开发商及房产投资群体。
百慕大注册上市企业Arch Capital Group面向全球提供保险、再保险及按揭保险服务，专注于特种类保险业务，承保保险业内难度较高的特殊风险。公司总部位于百慕大，在北美、欧洲、亚洲及澳洲共设有60个办事处，实现全球布局运营。
ABR vs ACGL — 直观对比
营收规模更大
ACGL
是对方的88.5倍
$55.7M
营收增速更快
ACGL
高出41.2%
-32.7%
两年增速更快
ACGL
近两年复合增速
-26.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $55.7M | $4.9B |
| 净利润 | — | $1.2B |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | — | 25.1% |
| 营收同比 | -32.7% | 8.5% |
| 净利润同比 | — | 32.4% |
| 每股收益（稀释后） | $0.08 | $3.33 |
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ABRACGL
| Q4 25 | $55.7M | $4.9B | ||
| Q3 25 | $38.3M | $5.1B | ||
| Q2 25 | $68.7M | $5.2B | ||
| Q1 25 | $75.4M | $4.7B | ||
| Q4 24 | $82.9M | $4.5B | ||
| Q3 24 | $88.8M | $4.7B | ||
| Q2 24 | $88.0M | $4.2B | ||
| Q1 24 | $103.6M | $3.9B |
净利润ABRACGL
| Q4 25 | — | $1.2B | ||
| Q3 25 | $52.0M | $1.4B | ||
| Q2 25 | $36.3M | $1.2B | ||
| Q1 25 | $43.4M | $574.0M | ||
| Q4 24 | — | $935.0M | ||
| Q3 24 | $73.5M | $988.0M | ||
| Q2 24 | $61.8M | $1.3B | ||
| Q1 24 | $73.2M | $1.1B |
营业利润率ABRACGL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 72.8% | — |
净利率ABRACGL
| Q4 25 | — | 25.1% | ||
| Q3 25 | 135.9% | 26.4% | ||
| Q2 25 | 52.8% | 23.7% | ||
| Q1 25 | 57.5% | 12.3% | ||
| Q4 24 | — | 20.6% | ||
| Q3 24 | 82.8% | 20.9% | ||
| Q2 24 | 70.3% | 30.0% | ||
| Q1 24 | 70.7% | 28.4% |
每股收益（稀释后）ABRACGL
| Q4 25 | $0.08 | $3.33 | ||
| Q3 25 | $0.20 | $3.56 | ||
| Q2 25 | $0.12 | $3.23 | ||
| Q1 25 | $0.16 | $1.48 | ||
| Q4 24 | $0.31 | $2.41 | ||
| Q3 24 | $0.31 | $2.56 | ||
| Q2 24 | $0.25 | $3.30 | ||
| Q1 24 | $0.31 | $2.92 |
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 | $482.9M | $993.0M |
| 总债务越低越好 | $11.1B | — |
| 股东权益账面价值 | $3.0B | $24.2B |
| 总资产 | $14.5B | $79.2B |
| 负债/权益比越低杠杆越低 | 3.75× | — |
8季度趋势，按日历期对齐
现金及短期投资ABRACGL
| Q4 25 | $482.9M | $993.0M | ||
| Q3 25 | $423.4M | $1.1B | ||
| Q2 25 | $255.7M | $983.0M | ||
| Q1 25 | $308.8M | $1.2B | ||
| Q4 24 | $503.8M | $979.0M | ||
| Q3 24 | $687.5M | $1.0B | ||
| Q2 24 | $737.5M | $1.0B | ||
| Q1 24 | $908.0M | $993.0M |
总债务ABRACGL
| Q4 25 | $11.1B | — | ||
| Q3 25 | $10.4B | — | ||
| Q2 25 | $10.1B | — | ||
| Q1 25 | $9.9B | — | ||
| Q4 24 | $10.0B | — | ||
| Q3 24 | $10.3B | — | ||
| Q2 24 | $10.6B | — | ||
| Q1 24 | $11.4B | — |
股东权益ABRACGL
| Q4 25 | $3.0B | $24.2B | ||
| Q3 25 | $3.0B | $23.7B | ||
| Q2 25 | $3.0B | $23.0B | ||
| Q1 25 | $3.0B | $21.5B | ||
| Q4 24 | $3.0B | $20.8B | ||
| Q3 24 | $3.0B | $22.3B | ||
| Q2 24 | $3.1B | $20.7B | ||
| Q1 24 | $3.1B | $19.4B |
总资产ABRACGL
| Q4 25 | $14.5B | $79.2B | ||
| Q3 25 | $13.9B | $79.2B | ||
| Q2 25 | $13.6B | $78.8B | ||
| Q1 25 | $13.4B | $75.2B | ||
| Q4 24 | $13.5B | $70.9B | ||
| Q3 24 | $13.9B | $73.7B | ||
| Q2 24 | $14.2B | $65.5B | ||
| Q1 24 | $15.1B | $62.8B |
负债/权益比ABRACGL
| Q4 25 | 3.75× | — | ||
| Q3 25 | 3.47× | — | ||
| Q2 25 | 3.40× | — | ||
| Q1 25 | 3.29× | — | ||
| Q4 24 | 3.29× | — | ||
| Q3 24 | 3.40× | — | ||
| Q2 24 | 3.47× | — | ||
| Q1 24 | 3.68× | — |
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 | $-16.9M | $1.4B |
| 自由现金流经营现金流 - 资本支出 | — | $1.4B |
| 自由现金流率自由现金流/营收 | — | 28.2% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $6.1B |
8季度趋势，按日历期对齐
经营现金流ABRACGL
| Q4 25 | $-16.9M | $1.4B | ||
| Q3 25 | $178.7M | $2.2B | ||
| Q2 25 | $60.0M | $1.1B | ||
| Q1 25 | $150.5M | $1.5B | ||
| Q4 24 | $46.7M | $1.6B | ||
| Q3 24 | $85.0M | $2.0B | ||
| Q2 24 | $69.9M | $1.5B | ||
| Q1 24 | $260.0M | $1.6B |
自由现金流ABRACGL
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.5B |
自由现金流率ABRACGL
| Q4 25 | — | 28.2% | ||
| Q3 25 | — | 42.6% | ||
| Q2 25 | — | 21.3% | ||
| Q1 25 | — | 31.0% | ||
| Q4 24 | — | 34.3% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 35.6% | ||
| Q1 24 | — | 39.3% |
资本支出强度ABRACGL
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 0.4% |
现金转化率ABRACGL
| Q4 25 | — | 1.13× | ||
| Q3 25 | 3.44× | 1.62× | ||
| Q2 25 | 1.65× | 0.91× | ||
| Q1 25 | 3.47× | 2.54× | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | 1.16× | 2.04× | ||
| Q2 24 | 1.13× | 1.20× | ||
| Q1 24 | 3.55× | 1.40× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
