vs
American Healthcare REIT, Inc.（AHR）与JELD-WEN Holding, Inc.（JELD）财务数据对比。点击上方公司名可切换其他公司
JELD-WEN Holding, Inc.的季度营收约是American Healthcare REIT, Inc.的1.4倍（$802.0M vs $564.0M），American Healthcare REIT, Inc.净利率更高（1.9% vs -5.2%，领先7.1%），American Healthcare REIT, Inc.同比增速更快（13.5% vs -10.5%），过去两年American Healthcare REIT, Inc.的营收复合增速更高（11.7% vs -8.6%）
本公司是一家国际医疗房地产投资信托基金（REIT），总部位于美国阿拉巴马州伯明翰，主要在美国及欧洲地区收购、投资医疗机构与营利性医疗控股企业，物业收购多采用售后回租模式，租户通常签署长期三净租约。
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业，在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件，产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
AHR vs JELD — 直观对比
营收规模更大
JELD
是对方的1.4倍
$564.0M
营收增速更快
AHR
高出24.0%
-10.5%
净利率更高
AHR
高出7.1%
-5.2%
两年增速更快
AHR
近两年复合增速
-8.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $564.0M | $802.0M |
| 净利润 | $10.8M | $-41.9M |
| 毛利率 | 14.8% | 14.7% |
| 营业利润率 | 19.8% | -1.8% |
| 净利率 | 1.9% | -5.2% |
| 营收同比 | 13.5% | -10.5% |
| 净利润同比 | 133.9% | 38.7% |
| 每股收益（稀释后） | $0.07 | $-0.50 |
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AHRJELD
| Q4 25 | $564.0M | $802.0M | ||
| Q3 25 | $532.1M | $809.5M | ||
| Q2 25 | $501.3M | $823.7M | ||
| Q1 25 | $497.2M | $776.0M | ||
| Q4 24 | $496.8M | $895.7M | ||
| Q3 24 | $476.8M | $934.7M | ||
| Q2 24 | $458.0M | $986.0M | ||
| Q1 24 | $452.1M | $959.1M |
净利润AHRJELD
| Q4 25 | $10.8M | $-41.9M | ||
| Q3 25 | $55.9M | $-367.6M | ||
| Q2 25 | $9.9M | $-21.5M | ||
| Q1 25 | $-6.8M | $-190.1M | ||
| Q4 24 | $-31.8M | $-68.4M | ||
| Q3 24 | $-4.1M | $-74.4M | ||
| Q2 24 | $2.0M | $-18.5M | ||
| Q1 24 | $-3.9M | $-27.7M |
毛利率AHRJELD
| Q4 25 | 14.8% | 14.7% | ||
| Q3 25 | 14.6% | 17.4% | ||
| Q2 25 | 15.0% | 17.4% | ||
| Q1 25 | 13.0% | 14.4% | ||
| Q4 24 | 13.3% | 16.4% | ||
| Q3 24 | 12.5% | 19.2% | ||
| Q2 24 | 12.1% | 19.3% | ||
| Q1 24 | 10.7% | 18.0% |
营业利润率AHRJELD
| Q4 25 | 19.8% | -1.8% | ||
| Q3 25 | 19.9% | -25.0% | ||
| Q2 25 | 20.6% | -1.7% | ||
| Q1 25 | 19.0% | -23.8% | ||
| Q4 24 | 20.0% | -5.7% | ||
| Q3 24 | 19.6% | -5.6% | ||
| Q2 24 | 19.4% | 0.5% | ||
| Q1 24 | 18.2% | -2.9% |
净利率AHRJELD
| Q4 25 | 1.9% | -5.2% | ||
| Q3 25 | 10.5% | -45.4% | ||
| Q2 25 | 2.0% | -2.6% | ||
| Q1 25 | -1.4% | -24.5% | ||
| Q4 24 | -6.4% | -7.6% | ||
| Q3 24 | -0.9% | -8.0% | ||
| Q2 24 | 0.4% | -1.9% | ||
| Q1 24 | -0.9% | -2.9% |
每股收益（稀释后）AHRJELD
| Q4 25 | $0.07 | $-0.50 | ||
| Q3 25 | $0.33 | $-4.30 | ||
| Q2 25 | $0.06 | $-0.25 | ||
| Q1 25 | $-0.04 | $-2.24 | ||
| Q4 24 | $-0.23 | $-0.80 | ||
| Q3 24 | $-0.03 | $-0.88 | ||
| Q2 24 | $0.01 | $-0.22 | ||
| Q1 24 | $-0.04 | $-0.32 |
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 | $114.8M | $136.1M |
| 总债务越低越好 | — | $1.1B |
| 股东权益账面价值 | $3.3B | $92.2M |
| 总资产 | $5.4B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 12.47× |
8季度趋势，按日历期对齐
现金及短期投资AHRJELD
| Q4 25 | $114.8M | $136.1M | ||
| Q3 25 | $147.4M | $106.7M | ||
| Q2 25 | $133.5M | $134.1M | ||
| Q1 25 | $86.1M | $132.5M | ||
| Q4 24 | $76.7M | $150.3M | ||
| Q3 24 | $67.8M | $208.5M | ||
| Q2 24 | $52.1M | $212.8M | ||
| Q1 24 | $77.0M | $234.5M |
总债务AHRJELD
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
股东权益AHRJELD
| Q4 25 | $3.3B | $92.2M | ||
| Q3 25 | $2.7B | $113.9M | ||
| Q2 25 | $2.4B | $477.1M | ||
| Q1 25 | $2.3B | $452.1M | ||
| Q4 24 | $2.3B | $620.1M | ||
| Q3 24 | $2.2B | $720.3M | ||
| Q2 24 | $1.9B | $770.0M | ||
| Q1 24 | $2.0B | $811.5M |
总资产AHRJELD
| Q4 25 | $5.4B | $2.1B | ||
| Q3 25 | $4.8B | $2.2B | ||
| Q2 25 | $4.5B | $2.5B | ||
| Q1 25 | $4.5B | $2.4B | ||
| Q4 24 | $4.5B | $2.6B | ||
| Q3 24 | $4.7B | $2.8B | ||
| Q2 24 | $4.6B | $2.9B | ||
| Q1 24 | $4.7B | $2.9B |
负债/权益比AHRJELD
| Q4 25 | — | 12.47× | ||
| Q3 25 | — | 10.14× | ||
| Q2 25 | — | 2.42× | ||
| Q1 25 | — | 2.56× | ||
| Q4 24 | — | 1.86× | ||
| Q3 24 | — | 1.64× | ||
| Q2 24 | — | 1.53× | ||
| Q1 24 | — | 1.46× |
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 | $55.2M | $32.8M |
| 自由现金流经营现金流 - 资本支出 | — | $3.4M |
| 自由现金流率自由现金流/营收 | — | 0.4% |
| 资本支出强度资本支出/营收 | — | 3.7% |
| 现金转化率经营现金流/净利润 | 5.12× | — |
| 过去12个月自由现金流最近4个季度 | — | $-124.6M |
8季度趋势，按日历期对齐
经营现金流AHRJELD
| Q4 25 | $55.2M | $32.8M | ||
| Q3 25 | $107.2M | $11.2M | ||
| Q2 25 | $71.5M | $34.6M | ||
| Q1 25 | $60.6M | $-83.5M | ||
| Q4 24 | $59.5M | $28.2M | ||
| Q3 24 | $63.1M | $37.6M | ||
| Q2 24 | $59.4M | $51.4M | ||
| Q1 24 | $-6.0M | $-11.0M |
自由现金流AHRJELD
| Q4 25 | — | $3.4M | ||
| Q3 25 | — | $-13.1M | ||
| Q2 25 | — | $5.3M | ||
| Q1 25 | — | $-120.3M | ||
| Q4 24 | — | $-23.9M | ||
| Q3 24 | — | $-4.3M | ||
| Q2 24 | — | $14.7M | ||
| Q1 24 | — | $-42.2M |
自由现金流率AHRJELD
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | -1.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | -15.5% | ||
| Q4 24 | — | -2.7% | ||
| Q3 24 | — | -0.5% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | -4.4% |
资本支出强度AHRJELD
| Q4 25 | — | 3.7% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 3.7% | ||
| Q1 24 | — | 3.3% |
现金转化率AHRJELD
| Q4 25 | 5.12× | — | ||
| Q3 25 | 1.92× | — | ||
| Q2 25 | 7.21× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 30.02× | — | ||
| Q1 24 | — | — |
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
AHR
| Integrated Senior Health Campuses | $467.0M | 83% |
| SHOP | $97.0M | 17% |
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |
