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ARBOR REALTY TRUST INC(ABR)与American Healthcare REIT, Inc.(AHR)财务数据对比。点击上方公司名可切换其他公司
American Healthcare REIT, Inc.的季度营收约是ARBOR REALTY TRUST INC的10.1倍($564.0M vs $55.7M)。American Healthcare REIT, Inc.同比增速更快(13.5% vs -32.7%)。过去两年American Healthcare REIT, Inc.的营收复合增速更高(11.7% 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。
本公司是一家国际医疗房地产投资信托基金(REIT),总部位于美国阿拉巴马州伯明翰,主要在美国及欧洲地区收购、投资医疗机构与营利性医疗控股企业,物业收购多采用售后回租模式,租户通常签署长期三净租约。
ABR vs AHR — 直观对比
营收规模更大
AHR
是对方的10.1倍
$55.7M
营收增速更快
AHR
高出46.3%
-32.7%
两年增速更快
AHR
近两年复合增速
-26.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $55.7M | $564.0M |
| 净利润 | — | $10.8M |
| 毛利率 | — | 14.8% |
| 营业利润率 | — | 19.8% |
| 净利率 | — | 1.9% |
| 营收同比 | -32.7% | 13.5% |
| 净利润同比 | — | 133.9% |
| 每股收益(稀释后) | $0.08 | $0.07 |
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
ABR
AHR
| Q4 25 | $55.7M | $564.0M | ||
| Q3 25 | $38.3M | $532.1M | ||
| Q2 25 | $68.7M | $501.3M | ||
| Q1 25 | $75.4M | $497.2M | ||
| Q4 24 | $82.9M | $496.8M | ||
| Q3 24 | $88.8M | $476.8M | ||
| Q2 24 | $88.0M | $458.0M | ||
| Q1 24 | $103.6M | $452.1M |
净利润
ABR
AHR
| Q4 25 | — | $10.8M | ||
| Q3 25 | $52.0M | $55.9M | ||
| Q2 25 | $36.3M | $9.9M | ||
| Q1 25 | $43.4M | $-6.8M | ||
| Q4 24 | — | $-31.8M | ||
| Q3 24 | $73.5M | $-4.1M | ||
| Q2 24 | $61.8M | $2.0M | ||
| Q1 24 | $73.2M | $-3.9M |
毛利率
ABR
AHR
| Q4 25 | — | 14.8% | ||
| Q3 25 | — | 14.6% | ||
| Q2 25 | — | 15.0% | ||
| Q1 25 | — | 13.0% | ||
| Q4 24 | — | 13.3% | ||
| Q3 24 | — | 12.5% | ||
| Q2 24 | — | 12.1% | ||
| Q1 24 | — | 10.7% |
营业利润率
ABR
AHR
| Q4 25 | — | 19.8% | ||
| Q3 25 | — | 19.9% | ||
| Q2 25 | — | 20.6% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | — | 20.0% | ||
| Q3 24 | — | 19.6% | ||
| Q2 24 | — | 19.4% | ||
| Q1 24 | 72.8% | 18.2% |
净利率
ABR
AHR
| Q4 25 | — | 1.9% | ||
| Q3 25 | 135.9% | 10.5% | ||
| Q2 25 | 52.8% | 2.0% | ||
| Q1 25 | 57.5% | -1.4% | ||
| Q4 24 | — | -6.4% | ||
| Q3 24 | 82.8% | -0.9% | ||
| Q2 24 | 70.3% | 0.4% | ||
| Q1 24 | 70.7% | -0.9% |
每股收益(稀释后)
ABR
AHR
| Q4 25 | $0.08 | $0.07 | ||
| Q3 25 | $0.20 | $0.33 | ||
| Q2 25 | $0.12 | $0.06 | ||
| Q1 25 | $0.16 | $-0.04 | ||
| Q4 24 | $0.31 | $-0.23 | ||
| Q3 24 | $0.31 | $-0.03 | ||
| Q2 24 | $0.25 | $0.01 | ||
| Q1 24 | $0.31 | $-0.04 |
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 | $114.8M |
| 总债务越低越好 | $11.1B | — |
| 股东权益账面价值 | $3.0B | $3.3B |
| 总资产 | $14.5B | $5.4B |
| 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
ABR
AHR
| Q4 25 | $482.9M | $114.8M | ||
| Q3 25 | $423.4M | $147.4M | ||
| Q2 25 | $255.7M | $133.5M | ||
| Q1 25 | $308.8M | $86.1M | ||
| Q4 24 | $503.8M | $76.7M | ||
| Q3 24 | $687.5M | $67.8M | ||
| Q2 24 | $737.5M | $52.1M | ||
| Q1 24 | $908.0M | $77.0M |
总债务
ABR
AHR
| 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
ABR
AHR
| Q4 25 | $3.0B | $3.3B | ||
| Q3 25 | $3.0B | $2.7B | ||
| Q2 25 | $3.0B | $2.4B | ||
| Q1 25 | $3.0B | $2.3B | ||
| Q4 24 | $3.0B | $2.3B | ||
| Q3 24 | $3.0B | $2.2B | ||
| Q2 24 | $3.1B | $1.9B | ||
| Q1 24 | $3.1B | $2.0B |
总资产
ABR
AHR
| Q4 25 | $14.5B | $5.4B | ||
| Q3 25 | $13.9B | $4.8B | ||
| Q2 25 | $13.6B | $4.5B | ||
| Q1 25 | $13.4B | $4.5B | ||
| Q4 24 | $13.5B | $4.5B | ||
| Q3 24 | $13.9B | $4.7B | ||
| Q2 24 | $14.2B | $4.6B | ||
| Q1 24 | $15.1B | $4.7B |
负债/权益比
ABR
AHR
| 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 | $55.2M |
| 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 | — | 5.12× |
| 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
ABR
AHR
| Q4 25 | $-16.9M | $55.2M | ||
| Q3 25 | $178.7M | $107.2M | ||
| Q2 25 | $60.0M | $71.5M | ||
| Q1 25 | $150.5M | $60.6M | ||
| Q4 24 | $46.7M | $59.5M | ||
| Q3 24 | $85.0M | $63.1M | ||
| Q2 24 | $69.9M | $59.4M | ||
| Q1 24 | $260.0M | $-6.0M |
现金转化率
ABR
AHR
| Q4 25 | — | 5.12× | ||
| Q3 25 | 3.44× | 1.92× | ||
| Q2 25 | 1.65× | 7.21× | ||
| Q1 25 | 3.47× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.16× | — | ||
| Q2 24 | 1.13× | 30.02× | ||
| Q1 24 | 3.55× | — |
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
ABR
暂无分部数据
AHR
| Integrated Senior Health Campuses | $467.0M | 83% |
| SHOP | $97.0M | 17% |