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ARBOR REALTY TRUST INC（ABR）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ARBOR REALTY TRUST INC的8.2倍（$455.0M vs $55.7M）。American Homes 4 Rent同比增速更快（4.2% vs -32.7%）。过去两年American Homes 4 Rent的营收复合增速更高（3.6% 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。
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。
ABR vs AMH — 直观对比
营收规模更大
AMH
是对方的8.2倍
$55.7M
营收增速更快
AMH
高出37.0%
-32.7%
两年增速更快
AMH
近两年复合增速
-26.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $55.7M | $455.0M |
| 净利润 | — | $144.3M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | — | 31.7% |
| 营收同比 | -32.7% | 4.2% |
| 净利润同比 | — | 0.3% |
| 每股收益（稀释后） | $0.08 | $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ABRAMH
| Q4 25 | $55.7M | $455.0M | ||
| Q3 25 | $38.3M | $478.5M | ||
| Q2 25 | $68.7M | $457.5M | ||
| Q1 25 | $75.4M | $459.3M | ||
| Q4 24 | $82.9M | $436.6M | ||
| Q3 24 | $88.8M | $445.1M | ||
| Q2 24 | $88.0M | $423.5M | ||
| Q1 24 | $103.6M | $423.6M |
净利润ABRAMH
| Q4 25 | — | $144.3M | ||
| Q3 25 | $52.0M | $116.8M | ||
| Q2 25 | $36.3M | $123.6M | ||
| Q1 25 | $43.4M | $128.7M | ||
| Q4 24 | — | $143.9M | ||
| Q3 24 | $73.5M | $87.6M | ||
| Q2 24 | $61.8M | $108.5M | ||
| Q1 24 | $73.2M | $128.1M |
营业利润率ABRAMH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 72.8% | — |
净利率ABRAMH
| Q4 25 | — | 31.7% | ||
| Q3 25 | 135.9% | 24.4% | ||
| Q2 25 | 52.8% | 27.0% | ||
| Q1 25 | 57.5% | 28.0% | ||
| Q4 24 | — | 33.0% | ||
| Q3 24 | 82.8% | 19.7% | ||
| Q2 24 | 70.3% | 25.6% | ||
| Q1 24 | 70.7% | 30.2% |
每股收益（稀释后）ABRAMH
| Q4 25 | $0.08 | $0.33 | ||
| Q3 25 | $0.20 | $0.27 | ||
| Q2 25 | $0.12 | $0.28 | ||
| Q1 25 | $0.16 | $0.30 | ||
| Q4 24 | $0.31 | $0.33 | ||
| Q3 24 | $0.31 | $0.20 | ||
| Q2 24 | $0.25 | $0.25 | ||
| Q1 24 | $0.31 | $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 | $482.9M | $108.5M |
| 总债务越低越好 | $11.1B | $5.1B |
| 股东权益账面价值 | $3.0B | $7.0B |
| 总资产 | $14.5B | $13.2B |
| 负债/权益比越低杠杆越低 | 3.75× | 0.72× |
8季度趋势，按日历期对齐
现金及短期投资ABRAMH
| Q4 25 | $482.9M | $108.5M | ||
| Q3 25 | $423.4M | $45.6M | ||
| Q2 25 | $255.7M | $323.3M | ||
| Q1 25 | $308.8M | $69.7M | ||
| Q4 24 | $503.8M | $199.4M | ||
| Q3 24 | $687.5M | $162.5M | ||
| Q2 24 | $737.5M | $718.4M | ||
| Q1 24 | $908.0M | $124.8M |
总债务ABRAMH
| Q4 25 | $11.1B | $5.1B | ||
| Q3 25 | $10.4B | $4.8B | ||
| Q2 25 | $10.1B | $5.2B | ||
| Q1 25 | $9.9B | $4.9B | ||
| Q4 24 | $10.0B | $5.0B | ||
| Q3 24 | $10.3B | $4.5B | ||
| Q2 24 | $10.6B | $5.0B | ||
| Q1 24 | $11.4B | $4.5B |
股东权益ABRAMH
| Q4 25 | $3.0B | $7.0B | ||
| Q3 25 | $3.0B | $7.2B | ||
| Q2 25 | $3.0B | $7.2B | ||
| Q1 25 | $3.0B | $7.2B | ||
| Q4 24 | $3.0B | $7.2B | ||
| Q3 24 | $3.0B | $7.0B | ||
| Q2 24 | $3.1B | $7.0B | ||
| Q1 24 | $3.1B | $7.0B |
总资产ABRAMH
| Q4 25 | $14.5B | $13.2B | ||
| Q3 25 | $13.9B | $13.3B | ||
| Q2 25 | $13.6B | $13.6B | ||
| Q1 25 | $13.4B | $13.3B | ||
| Q4 24 | $13.5B | $13.4B | ||
| Q3 24 | $13.9B | $12.8B | ||
| Q2 24 | $14.2B | $13.3B | ||
| Q1 24 | $15.1B | $12.8B |
负债/权益比ABRAMH
| Q4 25 | 3.75× | 0.72× | ||
| Q3 25 | 3.47× | 0.68× | ||
| Q2 25 | 3.40× | 0.72× | ||
| Q1 25 | 3.29× | 0.69× | ||
| Q4 24 | 3.29× | 0.70× | ||
| Q3 24 | 3.40× | 0.64× | ||
| Q2 24 | 3.47× | 0.71× | ||
| Q1 24 | 3.68× | 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 | $-16.9M | $145.8M |
| 自由现金流经营现金流 - 资本支出 | — | $135.5M |
| 自由现金流率自由现金流/营收 | — | 29.8% |
| 资本支出强度资本支出/营收 | — | 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 | — | $823.7M |
8季度趋势，按日历期对齐
经营现金流ABRAMH
| Q4 25 | $-16.9M | $145.8M | ||
| Q3 25 | $178.7M | $223.3M | ||
| Q2 25 | $60.0M | $271.9M | ||
| Q1 25 | $150.5M | $223.4M | ||
| Q4 24 | $46.7M | $102.2M | ||
| Q3 24 | $85.0M | $233.6M | ||
| Q2 24 | $69.9M | $274.0M | ||
| Q1 24 | $260.0M | $201.8M |
自由现金流ABRAMH
| Q4 25 | — | $135.5M | ||
| Q3 25 | — | $214.5M | ||
| Q2 25 | — | $257.7M | ||
| Q1 25 | — | $215.9M | ||
| Q4 24 | — | $97.9M | ||
| Q3 24 | — | $225.3M | ||
| Q2 24 | — | $263.3M | ||
| Q1 24 | — | $191.0M |
自由现金流率ABRAMH
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 44.8% | ||
| Q2 25 | — | 56.3% | ||
| Q1 25 | — | 47.0% | ||
| Q4 24 | — | 22.4% | ||
| Q3 24 | — | 50.6% | ||
| Q2 24 | — | 62.2% | ||
| Q1 24 | — | 45.1% |
资本支出强度ABRAMH
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 2.6% |
现金转化率ABRAMH
| Q4 25 | — | 1.01× | ||
| Q3 25 | 3.44× | 1.91× | ||
| Q2 25 | 1.65× | 2.20× | ||
| Q1 25 | 3.47× | 1.74× | ||
| Q4 24 | — | 0.71× | ||
| Q3 24 | 1.16× | 2.67× | ||
| Q2 24 | 1.13× | 2.52× | ||
| Q1 24 | 3.55× | 1.58× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
