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ARBOR REALTY TRUST INC(ABR)与阿波罗全球管理(APO)财务数据对比。点击上方公司名可切换其他公司
阿波罗全球管理的季度营收约是ARBOR REALTY TRUST INC的177.0倍($9.9B vs $55.7M)。阿波罗全球管理同比增速更快(86.7% vs -32.7%)。过去两年阿波罗全球管理的营收复合增速更高(18.4% 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。
阿波罗全球管理是美国头部另类资产管理机构,截至2025年总资产管理规模达8400亿美元,业务涵盖3920亿美元的信贷类资产(含夹层资本、对冲基金、不良贷款、担保贷款凭证等)、990亿美元私募股权,以及462亿美元的地产、基建等实体资产,为全球客户提供专业资产管理服务。
ABR vs APO — 直观对比
营收规模更大
APO
是对方的177.0倍
$55.7M
营收增速更快
APO
高出119.4%
-32.7%
两年增速更快
APO
近两年复合增速
-26.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $55.7M | $9.9B |
| 净利润 | — | $684.0M |
| 毛利率 | — | — |
| 营业利润率 | — | 17.8% |
| 净利率 | — | 6.9% |
| 营收同比 | -32.7% | 86.7% |
| 净利润同比 | — | -54.0% |
| 每股收益(稀释后) | $0.08 | $1.09 |
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
APO
| Q4 25 | $55.7M | $9.9B | ||
| Q3 25 | $38.3M | $9.8B | ||
| Q2 25 | $68.7M | $6.8B | ||
| Q1 25 | $75.4M | $5.5B | ||
| Q4 24 | $82.9M | $5.3B | ||
| Q3 24 | $88.8M | $7.8B | ||
| Q2 24 | $88.0M | $6.0B | ||
| Q1 24 | $103.6M | $7.0B |
净利润
ABR
APO
| Q4 25 | — | $684.0M | ||
| Q3 25 | $52.0M | $1.7B | ||
| Q2 25 | $36.3M | $630.0M | ||
| Q1 25 | $43.4M | $442.0M | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | $73.5M | $811.0M | ||
| Q2 24 | $61.8M | $853.0M | ||
| Q1 24 | $73.2M | $1.4B |
营业利润率
ABR
APO
| Q4 25 | — | 17.8% | ||
| Q3 25 | — | 29.5% | ||
| Q2 25 | — | 12.4% | ||
| Q1 25 | — | 21.3% | ||
| Q4 24 | — | 32.6% | ||
| Q3 24 | — | 26.8% | ||
| Q2 24 | — | 23.9% | ||
| Q1 24 | 72.8% | 31.1% |
净利率
ABR
APO
| Q4 25 | — | 6.9% | ||
| Q3 25 | 135.9% | 17.7% | ||
| Q2 25 | 52.8% | 9.2% | ||
| Q1 25 | 57.5% | 8.0% | ||
| Q4 24 | — | 28.1% | ||
| Q3 24 | 82.8% | 10.4% | ||
| Q2 24 | 70.3% | 14.2% | ||
| Q1 24 | 70.7% | 20.3% |
每股收益(稀释后)
ABR
APO
| Q4 25 | $0.08 | $1.09 | ||
| Q3 25 | $0.20 | $2.78 | ||
| Q2 25 | $0.12 | $0.99 | ||
| Q1 25 | $0.16 | $0.68 | ||
| Q4 24 | $0.31 | $2.41 | ||
| Q3 24 | $0.31 | $1.29 | ||
| Q2 24 | $0.25 | $1.35 | ||
| Q1 24 | $0.31 | $2.28 |
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 | — |
| 总债务越低越好 | $11.1B | $13.4B |
| 股东权益账面价值 | $3.0B | $23.3B |
| 总资产 | $14.5B | $460.9B |
| 负债/权益比越低杠杆越低 | 3.75× | 0.57× |
8季度趋势,按日历期对齐
现金及短期投资
ABR
APO
| Q4 25 | $482.9M | — | ||
| Q3 25 | $423.4M | — | ||
| Q2 25 | $255.7M | — | ||
| Q1 25 | $308.8M | — | ||
| Q4 24 | $503.8M | — | ||
| Q3 24 | $687.5M | — | ||
| Q2 24 | $737.5M | — | ||
| Q1 24 | $908.0M | — |
总债务
ABR
APO
| Q4 25 | $11.1B | $13.4B | ||
| Q3 25 | $10.4B | $12.6B | ||
| Q2 25 | $10.1B | $12.1B | ||
| Q1 25 | $9.9B | $10.6B | ||
| Q4 24 | $10.0B | $10.6B | ||
| Q3 24 | $10.3B | $9.8B | ||
| Q2 24 | $10.6B | $9.8B | ||
| Q1 24 | $11.4B | $9.6B |
股东权益
ABR
APO
| Q4 25 | $3.0B | $23.3B | ||
| Q3 25 | $3.0B | $23.1B | ||
| Q2 25 | $3.0B | $19.3B | ||
| Q1 25 | $3.0B | $18.0B | ||
| Q4 24 | $3.0B | $17.3B | ||
| Q3 24 | $3.0B | $17.9B | ||
| Q2 24 | $3.1B | $15.3B | ||
| Q1 24 | $3.1B | $14.8B |
总资产
ABR
APO
| Q4 25 | $14.5B | $460.9B | ||
| Q3 25 | $13.9B | $449.5B | ||
| Q2 25 | $13.6B | $419.6B | ||
| Q1 25 | $13.4B | $395.0B | ||
| Q4 24 | $13.5B | $377.9B | ||
| Q3 24 | $13.9B | $368.7B | ||
| Q2 24 | $14.2B | $346.5B | ||
| Q1 24 | $15.1B | $334.1B |
负债/权益比
ABR
APO
| Q4 25 | 3.75× | 0.57× | ||
| Q3 25 | 3.47× | 0.55× | ||
| Q2 25 | 3.40× | 0.63× | ||
| Q1 25 | 3.29× | 0.59× | ||
| Q4 24 | 3.29× | 0.61× | ||
| Q3 24 | 3.40× | 0.55× | ||
| Q2 24 | 3.47× | 0.64× | ||
| Q1 24 | 3.68× | 0.65× |
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 | $4.7B |
| 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 | — | 6.83× |
| 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
APO
| Q4 25 | $-16.9M | $4.7B | ||
| Q3 25 | $178.7M | $303.0M | ||
| Q2 25 | $60.0M | $1.3B | ||
| Q1 25 | $150.5M | $1.0B | ||
| Q4 24 | $46.7M | $-4.0M | ||
| Q3 24 | $85.0M | $1.9B | ||
| Q2 24 | $69.9M | $1.3B | ||
| Q1 24 | $260.0M | $70.0M |
现金转化率
ABR
APO
| Q4 25 | — | 6.83× | ||
| Q3 25 | 3.44× | 0.17× | ||
| Q2 25 | 1.65× | 2.00× | ||
| Q1 25 | 3.47× | 2.29× | ||
| Q4 24 | — | -0.00× | ||
| Q3 24 | 1.16× | 2.29× | ||
| Q2 24 | 1.13× | 1.56× | ||
| Q1 24 | 3.55× | 0.05× |
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
APO
| Retirement Services Segment | $8.5B | 86% |
| Asset Management1 | $681.0M | 7% |
| Principal Investing Segment | $624.0M | 6% |
| Management Service Incentive | $96.0M | 1% |