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ARBOR REALTY TRUST INC（ABR）与ANNALY CAPITAL MANAGEMENT INC（NLY）财务数据对比。点击上方公司名可切换其他公司
ANNALY CAPITAL MANAGEMENT INC的季度营收约是ARBOR REALTY TRUST INC的6.6倍（$366.6M vs $55.7M）。ANNALY CAPITAL MANAGEMENT INC同比增速更快（95.7% vs -32.7%）
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。
Annaly Capital Management是全球规模最大的抵押型房地产投资信托之一，注册地位于美国马里兰州，总部设立于纽约市，专注于抵押类不动产相关资产的投资运营，在北美地产投资领域具备丰富经验与较高市场认可度。
ABR vs NLY — 直观对比
营收规模更大
NLY
是对方的6.6倍
$55.7M
营收增速更快
NLY
高出128.5%
-32.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $55.7M | $366.6M |
| 净利润 | — | $1.0B |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | — | 276.5% |
| 营收同比 | -32.7% | 95.7% |
| 净利润同比 | — | 110.2% |
| 每股收益（稀释后） | $0.08 | $1.54 |
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ABRNLY
| Q4 25 | $55.7M | $366.6M | ||
| Q3 25 | $38.3M | $275.8M | ||
| Q2 25 | $68.7M | $273.2M | ||
| Q1 25 | $75.4M | $220.0M | ||
| Q4 24 | $82.9M | $187.3M | ||
| Q3 24 | $88.8M | $13.4M | ||
| Q2 24 | $88.0M | $53.6M | ||
| Q1 24 | $103.6M | $-6.5M |
净利润ABRNLY
| Q4 25 | — | $1.0B | ||
| Q3 25 | $52.0M | $832.4M | ||
| Q2 25 | $36.3M | $57.1M | ||
| Q1 25 | $43.4M | $124.2M | ||
| Q4 24 | — | $482.1M | ||
| Q3 24 | $73.5M | $66.4M | ||
| Q2 24 | $61.8M | $-9.5M | ||
| Q1 24 | $73.2M | $462.9M |
营业利润率ABRNLY
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 22.3% | ||
| Q1 25 | — | 63.0% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | 72.8% | — |
净利率ABRNLY
| Q4 25 | — | 276.5% | ||
| Q3 25 | 135.9% | 301.9% | ||
| Q2 25 | 52.8% | 20.9% | ||
| Q1 25 | 57.5% | 56.5% | ||
| Q4 24 | — | 257.4% | ||
| Q3 24 | 82.8% | 495.8% | ||
| Q2 24 | 70.3% | -17.7% | ||
| Q1 24 | 70.7% | -7175.5% |
每股收益（稀释后）ABRNLY
| Q4 25 | $0.08 | $1.54 | ||
| Q3 25 | $0.20 | $1.20 | ||
| Q2 25 | $0.12 | $0.03 | ||
| Q1 25 | $0.16 | $0.15 | ||
| Q4 24 | $0.31 | $0.81 | ||
| Q3 24 | $0.31 | $0.05 | ||
| Q2 24 | $0.25 | $-0.09 | ||
| Q1 24 | $0.31 | $0.85 |
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 | — |
| 股东权益账面价值 | $3.0B | $16.1B |
| 总资产 | $14.5B | $135.6B |
| 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ABRNLY
| 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ABRNLY
| 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ABRNLY
| Q4 25 | $3.0B | $16.1B | ||
| Q3 25 | $3.0B | $14.9B | ||
| Q2 25 | $3.0B | $13.4B | ||
| Q1 25 | $3.0B | $13.0B | ||
| Q4 24 | $3.0B | $12.6B | ||
| Q3 24 | $3.0B | $12.4B | ||
| Q2 24 | $3.1B | $11.2B | ||
| Q1 24 | $3.1B | $11.4B |
总资产ABRNLY
| Q4 25 | $14.5B | $135.6B | ||
| Q3 25 | $13.9B | $125.9B | ||
| Q2 25 | $13.6B | $112.1B | ||
| Q1 25 | $13.4B | $105.1B | ||
| Q4 24 | $13.5B | $103.6B | ||
| Q3 24 | $13.9B | $101.5B | ||
| Q2 24 | $14.2B | $93.7B | ||
| Q1 24 | $15.1B | $91.5B |
负债/权益比ABRNLY
| 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 | $644.3M |
| 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 | — | 0.64× |
| 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ABRNLY
| Q4 25 | $-16.9M | $644.3M | ||
| Q3 25 | $178.7M | $24.1M | ||
| Q2 25 | $60.0M | $180.7M | ||
| Q1 25 | $150.5M | $-156.3M | ||
| Q4 24 | $46.7M | $2.8B | ||
| Q3 24 | $85.0M | $-1.7B | ||
| Q2 24 | $69.9M | $477.1M | ||
| Q1 24 | $260.0M | $1.7B |
现金转化率ABRNLY
| Q4 25 | — | 0.64× | ||
| Q3 25 | 3.44× | 0.03× | ||
| Q2 25 | 1.65× | 3.17× | ||
| Q1 25 | 3.47× | -1.26× | ||
| Q4 24 | — | 5.83× | ||
| Q3 24 | 1.16× | -25.18× | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 3.55× | 3.67× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
