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American Healthcare REIT, Inc.（AHR）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
Rollins, Inc.的季度营收约是American Healthcare REIT, Inc.的1.6倍（$906.4M vs $564.0M），Rollins, Inc.净利率更高（11.9% vs 1.9%，领先10.0%），American Healthcare REIT, Inc.同比增速更快（13.5% vs 10.2%），过去两年American Healthcare REIT, Inc.的营收复合增速更高（11.7% vs 0.8%）
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。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
AHR vs ROL — 直观对比
营收规模更大
ROL
是对方的1.6倍
$564.0M
营收增速更快
AHR
高出3.3%
10.2%
净利率更高
ROL
高出10.0%
1.9%
两年增速更快
AHR
近两年复合增速
0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $564.0M | $906.4M |
| 净利润 | $10.8M | $107.8M |
| 毛利率 | 14.8% | — |
| 营业利润率 | 19.8% | 16.1% |
| 净利率 | 1.9% | 11.9% |
| 营收同比 | 13.5% | 10.2% |
| 净利润同比 | 133.9% | 2.5% |
| 每股收益（稀释后） | $0.07 | $0.22 |
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AHRROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $564.0M | $912.9M | ||
| Q3 25 | $532.1M | $1.0B | ||
| Q2 25 | $501.3M | $999.5M | ||
| Q1 25 | $497.2M | $822.5M | ||
| Q4 24 | $496.8M | $832.2M | ||
| Q3 24 | $476.8M | $916.3M | ||
| Q2 24 | $458.0M | $891.9M |
净利润AHRROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $10.8M | $116.4M | ||
| Q3 25 | $55.9M | $163.5M | ||
| Q2 25 | $9.9M | $141.5M | ||
| Q1 25 | $-6.8M | $105.2M | ||
| Q4 24 | $-31.8M | $105.7M | ||
| Q3 24 | $-4.1M | $136.9M | ||
| Q2 24 | $2.0M | $129.4M |
毛利率AHRROL
| Q1 26 | — | — | ||
| Q4 25 | 14.8% | — | ||
| Q3 25 | 14.6% | — | ||
| Q2 25 | 15.0% | — | ||
| Q1 25 | 13.0% | — | ||
| Q4 24 | 13.3% | — | ||
| Q3 24 | 12.5% | — | ||
| Q2 24 | 12.1% | — |
营业利润率AHRROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | 19.8% | 17.5% | ||
| Q3 25 | 19.9% | 21.9% | ||
| Q2 25 | 20.6% | 19.8% | ||
| Q1 25 | 19.0% | 17.3% | ||
| Q4 24 | 20.0% | 18.1% | ||
| Q3 24 | 19.6% | 20.9% | ||
| Q2 24 | 19.4% | 20.4% |
净利率AHRROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | 1.9% | 12.8% | ||
| Q3 25 | 10.5% | 15.9% | ||
| Q2 25 | 2.0% | 14.2% | ||
| Q1 25 | -1.4% | 12.8% | ||
| Q4 24 | -6.4% | 12.7% | ||
| Q3 24 | -0.9% | 14.9% | ||
| Q2 24 | 0.4% | 14.5% |
每股收益（稀释后）AHRROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $0.07 | $0.24 | ||
| Q3 25 | $0.33 | $0.34 | ||
| Q2 25 | $0.06 | $0.29 | ||
| Q1 25 | $-0.04 | $0.22 | ||
| Q4 24 | $-0.23 | $0.22 | ||
| Q3 24 | $-0.03 | $0.28 | ||
| Q2 24 | $0.01 | $0.27 |
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 | $116.5M |
| 总债务越低越好 | — | $650.6M |
| 股东权益账面价值 | $3.3B | $1.4B |
| 总资产 | $5.4B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资AHRROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | $114.8M | $100.0M | ||
| Q3 25 | $147.4M | $127.4M | ||
| Q2 25 | $133.5M | $123.0M | ||
| Q1 25 | $86.1M | $201.2M | ||
| Q4 24 | $76.7M | $89.6M | ||
| Q3 24 | $67.8M | $95.3M | ||
| Q2 24 | $52.1M | $106.7M |
总债务AHRROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | — | $486.1M | ||
| Q3 25 | — | $485.7M | ||
| Q2 25 | — | $485.3M | ||
| Q1 25 | — | $485.5M | ||
| Q4 24 | — | $395.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AHRROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $3.3B | $1.4B | ||
| Q3 25 | $2.7B | $1.5B | ||
| Q2 25 | $2.4B | $1.4B | ||
| Q1 25 | $2.3B | $1.4B | ||
| Q4 24 | $2.3B | $1.3B | ||
| Q3 24 | $2.2B | $1.3B | ||
| Q2 24 | $1.9B | $1.2B |
总资产AHRROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $5.4B | $3.1B | ||
| Q3 25 | $4.8B | $3.2B | ||
| Q2 25 | $4.5B | $3.2B | ||
| Q1 25 | $4.5B | $2.9B | ||
| Q4 24 | $4.5B | $2.8B | ||
| Q3 24 | $4.7B | $2.8B | ||
| Q2 24 | $4.6B | $2.8B |
负债/权益比AHRROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $118.4M |
| 自由现金流经营现金流 - 资本支出 | — | $111.2M |
| 自由现金流率自由现金流/营收 | — | 12.3% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | 5.12× | 1.10× |
| 过去12个月自由现金流最近4个季度 | — | $621.1M |
8季度趋势，按日历期对齐
经营现金流AHRROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $55.2M | $164.7M | ||
| Q3 25 | $107.2M | $191.3M | ||
| Q2 25 | $71.5M | $175.1M | ||
| Q1 25 | $60.6M | $146.9M | ||
| Q4 24 | $59.5M | $188.2M | ||
| Q3 24 | $63.1M | $146.9M | ||
| Q2 24 | $59.4M | $145.1M |
自由现金流AHRROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | — | $159.0M | ||
| Q3 25 | — | $182.8M | ||
| Q2 25 | — | $168.0M | ||
| Q1 25 | — | $140.1M | ||
| Q4 24 | — | $184.0M | ||
| Q3 24 | — | $139.4M | ||
| Q2 24 | — | $136.4M |
自由现金流率AHRROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | — | 17.4% | ||
| Q3 25 | — | 17.8% | ||
| Q2 25 | — | 16.8% | ||
| Q1 25 | — | 17.0% | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | — | 15.2% | ||
| Q2 24 | — | 15.3% |
资本支出强度AHRROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 1.0% |
现金转化率AHRROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | 5.12× | 1.41× | ||
| Q3 25 | 1.92× | 1.17× | ||
| Q2 25 | 7.21× | 1.24× | ||
| Q1 25 | — | 1.40× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | 30.02× | 1.12× |
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
AHR
| Integrated Senior Health Campuses | $467.0M | 83% |
| SHOP | $97.0M | 17% |
ROL
暂无分部数据
