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Armada Hoffler Properties, Inc.（AHH）与Angel Oak Mortgage REIT, Inc.（AOMR）财务数据对比。点击上方公司名可切换其他公司
Armada Hoffler Properties, Inc.的季度营收约是Angel Oak Mortgage REIT, Inc.的6.9倍（$75.6M vs $10.9M）。Angel Oak Mortgage REIT, Inc.净利率更高（103.9% vs 3.1%，领先100.7%）。Angel Oak Mortgage REIT, Inc.同比增速更快（10.4% vs 0.8%）。过去两年Angel Oak Mortgage REIT, Inc.的营收复合增速更高（12.7% vs -22.8%）
Armada Hoffler Properties是一家公开上市的房地产投资信托，业务覆盖美国大西洋中部及东南部地区，开发、持有并运营涵盖办公、零售、多户住宅的多元化优质物业组合，同时为第三方客户提供全链条建筑开发服务。
Angel Oak Mortgage REIT是一家总部位于美国的房地产投资信托公司，专注于投资和管理非机构抵押贷款支持证券、住宅抵押贷款及其他信贷关联不动产金融资产，面向美国机构与零售投资者，旨在提供有竞争力的风险调整后回报，兼顾稳定收益与长期资本增值。
AHH vs AOMR — 直观对比
营收规模更大
AHH
是对方的6.9倍
$10.9M
营收增速更快
AOMR
高出9.7%
0.8%
净利率更高
AOMR
高出100.7%
3.1%
两年增速更快
AOMR
近两年复合增速
-22.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $75.6M | $10.9M |
| 净利润 | $2.4M | $11.3M |
| 毛利率 | — | — |
| 营业利润率 | 31.0% | — |
| 净利率 | 3.1% | 103.9% |
| 营收同比 | 0.8% | 10.4% |
| 净利润同比 | -89.8% | 175.2% |
| 每股收益（稀释后） | $0.00 | $0.44 |
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AHHAOMR
| Q4 25 | $75.6M | $10.9M | ||
| Q3 25 | $23.2M | $10.2M | ||
| Q2 25 | $32.0M | $9.9M | ||
| Q1 25 | $46.6M | $10.1M | ||
| Q4 24 | $75.0M | $9.9M | ||
| Q3 24 | $114.4M | $9.0M | ||
| Q2 24 | $116.8M | $9.5M | ||
| Q1 24 | $127.0M | $8.6M |
净利润AHHAOMR
| Q4 25 | $2.4M | $11.3M | ||
| Q3 25 | $80.0K | $11.4M | ||
| Q2 25 | $5.9M | $767.0K | ||
| Q1 25 | $-2.8M | $20.5M | ||
| Q4 24 | $23.4M | $-15.1M | ||
| Q3 24 | $-5.0M | $31.2M | ||
| Q2 24 | $3.2M | $-273.0K | ||
| Q1 24 | $14.1M | $12.9M |
毛利率AHHAOMR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 45.0% | — | ||
| Q2 24 | 41.8% | — | ||
| Q1 24 | 37.9% | — |
营业利润率AHHAOMR
| Q4 25 | 31.0% | — | ||
| Q3 25 | 91.5% | — | ||
| Q2 25 | 63.9% | 7.7% | ||
| Q1 25 | 33.8% | — | ||
| Q4 24 | 50.1% | -152.6% | ||
| Q3 24 | 19.0% | — | ||
| Q2 24 | 11.9% | -1.4% | ||
| Q1 24 | 15.1% | — |
净利率AHHAOMR
| Q4 25 | 3.1% | 103.9% | ||
| Q3 25 | 0.3% | 112.1% | ||
| Q2 25 | 18.6% | 7.7% | ||
| Q1 25 | -6.0% | 203.5% | ||
| Q4 24 | 31.2% | -152.6% | ||
| Q3 24 | -4.4% | 345.9% | ||
| Q2 24 | 2.7% | -2.9% | ||
| Q1 24 | 11.1% | 150.1% |
每股收益（稀释后）AHHAOMR
| Q4 25 | $0.00 | $0.44 | ||
| Q3 25 | $-0.04 | $0.46 | ||
| Q2 25 | $0.04 | $0.03 | ||
| Q1 25 | $-0.07 | $0.87 | ||
| Q4 24 | $0.28 | $-0.62 | ||
| Q3 24 | $-0.11 | $1.29 | ||
| Q2 24 | $0.00 | $-0.01 | ||
| Q1 24 | $0.17 | $0.51 |
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 | $49.1M | $41.6M |
| 总债务越低越好 | $1.5B | $2.3B |
| 股东权益账面价值 | $627.8M | $267.5M |
| 总资产 | $2.6B | $2.7B |
| 负债/权益比越低杠杆越低 | 2.43× | 8.51× |
8季度趋势，按日历期对齐
现金及短期投资AHHAOMR
| Q4 25 | $49.1M | $41.6M | ||
| Q3 25 | $46.5M | $51.6M | ||
| Q2 25 | $52.1M | $40.5M | ||
| Q1 25 | $45.7M | $38.7M | ||
| Q4 24 | $31.9M | $40.8M | ||
| Q3 24 | $43.9M | $42.1M | ||
| Q2 24 | $20.3M | $44.0M | ||
| Q1 24 | $41.9M | $39.4M |
总债务AHHAOMR
| Q4 25 | $1.5B | $2.3B | ||
| Q3 25 | $1.5B | $2.2B | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.4B | — |
股东权益AHHAOMR
| Q4 25 | $627.8M | $267.5M | ||
| Q3 25 | $638.8M | $264.2M | ||
| Q2 25 | $652.0M | $246.4M | ||
| Q1 25 | $657.4M | $251.5M | ||
| Q4 24 | $670.6M | $239.0M | ||
| Q3 24 | $663.9M | $265.1M | ||
| Q2 24 | $562.7M | $255.8M | ||
| Q1 24 | $571.4M | $263.3M |
总资产AHHAOMR
| Q4 25 | $2.6B | $2.7B | ||
| Q3 25 | $2.6B | $2.6B | ||
| Q2 25 | $2.6B | $2.6B | ||
| Q1 25 | $2.5B | $2.7B | ||
| Q4 24 | $2.5B | $2.3B | ||
| Q3 24 | $2.6B | $2.3B | ||
| Q2 24 | $2.6B | $2.1B | ||
| Q1 24 | $2.6B | $2.3B |
负债/权益比AHHAOMR
| Q4 25 | 2.43× | 8.51× | ||
| Q3 25 | 2.33× | 8.37× | ||
| Q2 25 | 2.22× | — | ||
| Q1 25 | 2.01× | — | ||
| Q4 24 | 1.93× | 7.62× | ||
| Q3 24 | 2.00× | — | ||
| Q2 24 | 2.52× | — | ||
| Q1 24 | 2.50× | — |
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 | — | $-52.5M |
| 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 | — | -4.64× |
| 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AHHAOMR
| Q4 25 | — | $-52.5M | ||
| Q3 25 | $26.3M | $-173.4M | ||
| Q2 25 | $11.1M | $20.6M | ||
| Q1 25 | $107.0K | $-201.7M | ||
| Q4 24 | $20.8M | $-25.1M | ||
| Q3 24 | $27.3M | $-212.4M | ||
| Q2 24 | $17.4M | $-24.2M | ||
| Q1 24 | $46.5M | $40.2M |
现金转化率AHHAOMR
| Q4 25 | — | -4.64× | ||
| Q3 25 | 328.63× | -15.19× | ||
| Q2 25 | 1.87× | 26.92× | ||
| Q1 25 | — | -9.83× | ||
| Q4 24 | 0.89× | — | ||
| Q3 24 | — | -6.81× | ||
| Q2 24 | 5.48× | — | ||
| Q1 24 | 3.30× | 3.12× |
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
AHH
| Office Real Estate Segment | $28.8M | 38% |
| Retail Real Estate Segment | $25.4M | 34% |
| Multifamily Residential Real Estate | $17.7M | 23% |
| Real Estate Financing Segment | $3.6M | 5% |
AOMR
暂无分部数据
