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American Healthcare REIT, Inc.（AHR）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
American Healthcare REIT, Inc.的季度营收约是Revolve Group, Inc.的1.7倍（$564.0M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs 1.9%，领先3.8%），American Healthcare REIT, Inc.同比增速更快（13.5% vs 10.4%），过去两年American Healthcare REIT, Inc.的营收复合增速更高（11.7% vs 9.5%）
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
AHR vs RVLV — 直观对比
营收规模更大
AHR
是对方的1.7倍
$324.4M
营收增速更快
AHR
高出3.1%
10.4%
净利率更高
RVLV
高出3.8%
1.9%
两年增速更快
AHR
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $564.0M | $324.4M |
| 净利润 | $10.8M | $18.6M |
| 毛利率 | 14.8% | 53.3% |
| 营业利润率 | 19.8% | 6.3% |
| 净利率 | 1.9% | 5.7% |
| 营收同比 | 13.5% | 10.4% |
| 净利润同比 | 133.9% | 50.4% |
| 每股收益（稀释后） | $0.07 | $0.27 |
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AHRRVLV
| Q4 25 | $564.0M | $324.4M | ||
| Q3 25 | $532.1M | $295.6M | ||
| Q2 25 | $501.3M | $309.0M | ||
| Q1 25 | $497.2M | $296.7M | ||
| Q4 24 | $496.8M | $293.7M | ||
| Q3 24 | $476.8M | $283.1M | ||
| Q2 24 | $458.0M | $282.5M | ||
| Q1 24 | $452.1M | $270.6M |
净利润AHRRVLV
| Q4 25 | $10.8M | $18.6M | ||
| Q3 25 | $55.9M | $21.2M | ||
| Q2 25 | $9.9M | $10.2M | ||
| Q1 25 | $-6.8M | $11.8M | ||
| Q4 24 | $-31.8M | $12.3M | ||
| Q3 24 | $-4.1M | $11.0M | ||
| Q2 24 | $2.0M | $15.4M | ||
| Q1 24 | $-3.9M | $10.9M |
毛利率AHRRVLV
| Q4 25 | 14.8% | 53.3% | ||
| Q3 25 | 14.6% | 54.6% | ||
| Q2 25 | 15.0% | 54.1% | ||
| Q1 25 | 13.0% | 52.0% | ||
| Q4 24 | 13.3% | 52.5% | ||
| Q3 24 | 12.5% | 51.2% | ||
| Q2 24 | 12.1% | 54.0% | ||
| Q1 24 | 10.7% | 52.3% |
营业利润率AHRRVLV
| Q4 25 | 19.8% | 6.3% | ||
| Q3 25 | 19.9% | 7.1% | ||
| Q2 25 | 20.6% | 5.8% | ||
| Q1 25 | 19.0% | 5.0% | ||
| Q4 24 | 20.0% | 3.9% | ||
| Q3 24 | 19.6% | 5.0% | ||
| Q2 24 | 19.4% | 5.8% | ||
| Q1 24 | 18.2% | 3.4% |
净利率AHRRVLV
| Q4 25 | 1.9% | 5.7% | ||
| Q3 25 | 10.5% | 7.2% | ||
| Q2 25 | 2.0% | 3.3% | ||
| Q1 25 | -1.4% | 4.0% | ||
| Q4 24 | -6.4% | 4.2% | ||
| Q3 24 | -0.9% | 3.9% | ||
| Q2 24 | 0.4% | 5.4% | ||
| Q1 24 | -0.9% | 4.0% |
每股收益（稀释后）AHRRVLV
| Q4 25 | $0.07 | $0.27 | ||
| Q3 25 | $0.33 | $0.29 | ||
| Q2 25 | $0.06 | $0.14 | ||
| Q1 25 | $-0.04 | $0.16 | ||
| Q4 24 | $-0.23 | $0.18 | ||
| Q3 24 | $-0.03 | $0.15 | ||
| Q2 24 | $0.01 | $0.21 | ||
| Q1 24 | $-0.04 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.3B | $512.5M |
| 总资产 | $5.4B | $765.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AHRRVLV
| Q4 25 | $114.8M | $292.3M | ||
| Q3 25 | $147.4M | $315.4M | ||
| Q2 25 | $133.5M | $310.7M | ||
| Q1 25 | $86.1M | $300.8M | ||
| Q4 24 | $76.7M | $256.6M | ||
| Q3 24 | $67.8M | $252.8M | ||
| Q2 24 | $52.1M | $244.7M | ||
| Q1 24 | $77.0M | $273.4M |
股东权益AHRRVLV
| Q4 25 | $3.3B | $512.5M | ||
| Q3 25 | $2.7B | $490.2M | ||
| Q2 25 | $2.4B | $468.6M | ||
| Q1 25 | $2.3B | $453.4M | ||
| Q4 24 | $2.3B | $437.8M | ||
| Q3 24 | $2.2B | $420.8M | ||
| Q2 24 | $1.9B | $405.8M | ||
| Q1 24 | $2.0B | $389.9M |
总资产AHRRVLV
| Q4 25 | $5.4B | $765.0M | ||
| Q3 25 | $4.8B | $751.3M | ||
| Q2 25 | $4.5B | $722.9M | ||
| Q1 25 | $4.5B | $713.9M | ||
| Q4 24 | $4.5B | $665.5M | ||
| Q3 24 | $4.7B | $670.9M | ||
| Q2 24 | $4.6B | $657.8M | ||
| Q1 24 | $4.7B | $650.0M |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | 5.12× | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流AHRRVLV
| Q4 25 | $55.2M | $-10.2M | ||
| Q3 25 | $107.2M | $11.8M | ||
| Q2 25 | $71.5M | $12.6M | ||
| Q1 25 | $60.6M | $45.1M | ||
| Q4 24 | $59.5M | $3.9M | ||
| Q3 24 | $63.1M | $9.1M | ||
| Q2 24 | $59.4M | $-24.7M | ||
| Q1 24 | $-6.0M | $38.4M |
自由现金流AHRRVLV
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | — | $36.7M |
自由现金流率AHRRVLV
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | 13.5% |
资本支出强度AHRRVLV
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.6% |
现金转化率AHRRVLV
| Q4 25 | 5.12× | -0.55× | ||
| Q3 25 | 1.92× | 0.56× | ||
| Q2 25 | 7.21× | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | 30.02× | -1.60× | ||
| Q1 24 | — | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
