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ARBOR REALTY TRUST INC（ABR）与Amplitude, Inc.（AMPL）财务数据对比。点击上方公司名可切换其他公司
ARBOR REALTY TRUST INC的季度营收约是Amplitude, Inc.的1.4倍（$133.4M vs $93.5M），Amplitude, Inc.同比增速更快（17.0% vs -12.1%），过去两年Amplitude, Inc.的营收复合增速更高（12.9% vs -8.9%）
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。
Amplitude是一家美国企业，专注于研发数字分析软件，能够帮助企业梳理用户行为数据、优化产品决策与数字化运营体验。该公司于2021年9月28日在纳斯达克交易所挂牌上市，股票代码为AMPL。
ABR vs AMPL — 直观对比
营收规模更大
ABR
是对方的1.4倍
$93.5M
营收增速更快
AMPL
高出29.1%
-12.1%
两年增速更快
AMPL
近两年复合增速
-8.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $133.4M | $93.5M |
| 净利润 | — | — |
| 毛利率 | — | 73.0% |
| 营业利润率 | — | 1.1% |
| 净利率 | — | — |
| 营收同比 | -12.1% | 17.0% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.08 | $-0.17 |
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ABRAMPL
| Q1 26 | — | $93.5M | ||
| Q4 25 | $133.4M | $91.4M | ||
| Q3 25 | $112.4M | $88.6M | ||
| Q2 25 | $130.4M | $83.3M | ||
| Q1 25 | $134.2M | $80.0M | ||
| Q4 24 | $151.7M | $78.1M | ||
| Q3 24 | $156.7M | $75.2M | ||
| Q2 24 | $153.1M | $73.3M |
净利润ABRAMPL
| Q1 26 | — | — | ||
| Q4 25 | — | $-17.7M | ||
| Q3 25 | $52.0M | $-24.0M | ||
| Q2 25 | $36.3M | $-24.7M | ||
| Q1 25 | $43.4M | $-22.2M | ||
| Q4 24 | — | $-32.6M | ||
| Q3 24 | $73.5M | $-16.9M | ||
| Q2 24 | $61.8M | $-23.4M |
毛利率ABRAMPL
| Q1 26 | — | 73.0% | ||
| Q4 25 | — | 74.6% | ||
| Q3 25 | — | 73.9% | ||
| Q2 25 | — | 72.6% | ||
| Q1 25 | — | 74.7% | ||
| Q4 24 | — | 74.7% | ||
| Q3 24 | — | 75.1% | ||
| Q2 24 | — | 73.4% |
营业利润率ABRAMPL
| Q1 26 | — | 1.1% | ||
| Q4 25 | — | -18.3% | ||
| Q3 25 | — | -26.0% | ||
| Q2 25 | — | -29.0% | ||
| Q1 25 | — | -26.8% | ||
| Q4 24 | — | -41.2% | ||
| Q3 24 | — | -21.4% | ||
| Q2 24 | — | -31.7% |
净利率ABRAMPL
| Q1 26 | — | — | ||
| Q4 25 | — | -19.3% | ||
| Q3 25 | 46.3% | -27.1% | ||
| Q2 25 | 27.8% | -29.6% | ||
| Q1 25 | 32.3% | -27.8% | ||
| Q4 24 | — | -41.7% | ||
| Q3 24 | 46.9% | -22.4% | ||
| Q2 24 | 40.4% | -31.9% |
每股收益（稀释后）ABRAMPL
| Q1 26 | — | $-0.17 | ||
| Q4 25 | $0.08 | $-0.13 | ||
| Q3 25 | $0.20 | $-0.18 | ||
| Q2 25 | $0.12 | $-0.19 | ||
| Q1 25 | $0.16 | $-0.17 | ||
| Q4 24 | $0.31 | $-0.25 | ||
| Q3 24 | $0.31 | $-0.14 | ||
| Q2 24 | $0.25 | $-0.19 |
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 | $86.6M |
| 总债务越低越好 | $11.1B | — |
| 股东权益账面价值 | $3.0B | — |
| 总资产 | $14.5B | $401.7M |
| 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ABRAMPL
| Q1 26 | — | $86.6M | ||
| Q4 25 | $482.9M | $192.0M | ||
| Q3 25 | $423.4M | $189.2M | ||
| Q2 25 | $255.7M | $208.1M | ||
| Q1 25 | $308.8M | $209.0M | ||
| Q4 24 | $503.8M | $241.1M | ||
| Q3 24 | $687.5M | $319.9M | ||
| Q2 24 | $737.5M | $318.3M |
总债务ABRAMPL
| Q1 26 | — | — | ||
| 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 | — |
股东权益ABRAMPL
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $245.3M | ||
| Q3 25 | $3.0B | $262.2M | ||
| Q2 25 | $3.0B | $279.5M | ||
| Q1 25 | $3.0B | $289.5M | ||
| Q4 24 | $3.0B | $296.6M | ||
| Q3 24 | $3.0B | $290.0M | ||
| Q2 24 | $3.1B | $287.3M |
总资产ABRAMPL
| Q1 26 | — | $401.7M | ||
| Q4 25 | $14.5B | $420.7M | ||
| Q3 25 | $13.9B | $438.1M | ||
| Q2 25 | $13.6B | $456.6M | ||
| Q1 25 | $13.4B | $445.8M | ||
| Q4 24 | $13.5B | $445.9M | ||
| Q3 24 | $13.9B | $445.6M | ||
| Q2 24 | $14.2B | $445.4M |
负债/权益比ABRAMPL
| Q1 26 | — | — | ||
| 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× | — |
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 | $372.4M | $-11.6M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.2M |
| 自由现金流率自由现金流/营收 | — | -14.1% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $23.5M |
8季度趋势，按日历期对齐
经营现金流ABRAMPL
| Q1 26 | — | $-11.6M | ||
| Q4 25 | $372.4M | $12.8M | ||
| Q3 25 | $178.7M | $5.0M | ||
| Q2 25 | $60.0M | $20.1M | ||
| Q1 25 | $150.5M | $-8.0M | ||
| Q4 24 | $461.5M | $3.2M | ||
| Q3 24 | $85.0M | $6.2M | ||
| Q2 24 | $69.9M | $9.2M |
自由现金流ABRAMPL
| Q1 26 | — | $-13.2M | ||
| Q4 25 | — | $12.7M | ||
| Q3 25 | — | $4.5M | ||
| Q2 25 | — | $19.5M | ||
| Q1 25 | — | $-8.5M | ||
| Q4 24 | — | $2.4M | ||
| Q3 24 | — | $6.2M | ||
| Q2 24 | — | $8.6M |
自由现金流率ABRAMPL
| Q1 26 | — | -14.1% | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | — | 5.1% | ||
| Q2 25 | — | 23.4% | ||
| Q1 25 | — | -10.6% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 11.8% |
资本支出强度ABRAMPL
| Q1 26 | — | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.8% |
现金转化率ABRAMPL
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.44× | — | ||
| Q2 25 | 1.65× | — | ||
| Q1 25 | 3.47× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.16× | — | ||
| Q2 24 | 1.13× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
