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American Healthcare REIT, Inc.（AHR）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是American Healthcare REIT, Inc.的1.4倍（$772.1M vs $564.0M），Revvity净利率更高（12.7% vs 1.9%，领先10.8%），American Healthcare REIT, Inc.同比增速更快（13.5% vs 5.9%），过去两年American Healthcare REIT, Inc.的营收复合增速更高（11.7% vs 9.0%）
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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
AHR vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.4倍
$564.0M
营收增速更快
AHR
高出7.7%
5.9%
净利率更高
RVTY
高出10.8%
1.9%
两年增速更快
AHR
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $564.0M | $772.1M |
| 净利润 | $10.8M | $98.4M |
| 毛利率 | 14.8% | — |
| 营业利润率 | 19.8% | 14.5% |
| 净利率 | 1.9% | 12.7% |
| 营收同比 | 13.5% | 5.9% |
| 净利润同比 | 133.9% | 3.9% |
| 每股收益（稀释后） | $0.07 | $0.86 |
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AHRRVTY
| Q4 25 | $564.0M | $772.1M | ||
| Q3 25 | $532.1M | $698.9M | ||
| Q2 25 | $501.3M | $720.3M | ||
| Q1 25 | $497.2M | $664.8M | ||
| Q4 24 | $496.8M | $729.4M | ||
| Q3 24 | $476.8M | $684.0M | ||
| Q2 24 | $458.0M | $691.7M | ||
| Q1 24 | $452.1M | $649.9M |
净利润AHRRVTY
| Q4 25 | $10.8M | $98.4M | ||
| Q3 25 | $55.9M | $46.7M | ||
| Q2 25 | $9.9M | $53.9M | ||
| Q1 25 | $-6.8M | $42.2M | ||
| Q4 24 | $-31.8M | $94.6M | ||
| Q3 24 | $-4.1M | $94.4M | ||
| Q2 24 | $2.0M | $55.4M | ||
| Q1 24 | $-3.9M | $26.0M |
毛利率AHRRVTY
| Q4 25 | 14.8% | — | ||
| Q3 25 | 14.6% | 53.6% | ||
| Q2 25 | 15.0% | 54.5% | ||
| Q1 25 | 13.0% | 56.5% | ||
| Q4 24 | 13.3% | — | ||
| Q3 24 | 12.5% | 56.3% | ||
| Q2 24 | 12.1% | 55.7% | ||
| Q1 24 | 10.7% | 54.6% |
营业利润率AHRRVTY
| Q4 25 | 19.8% | 14.5% | ||
| Q3 25 | 19.9% | 11.7% | ||
| Q2 25 | 20.6% | 12.6% | ||
| Q1 25 | 19.0% | 10.9% | ||
| Q4 24 | 20.0% | 16.3% | ||
| Q3 24 | 19.6% | 14.3% | ||
| Q2 24 | 19.4% | 12.4% | ||
| Q1 24 | 18.2% | 6.8% |
净利率AHRRVTY
| Q4 25 | 1.9% | 12.7% | ||
| Q3 25 | 10.5% | 6.7% | ||
| Q2 25 | 2.0% | 7.5% | ||
| Q1 25 | -1.4% | 6.4% | ||
| Q4 24 | -6.4% | 13.0% | ||
| Q3 24 | -0.9% | 13.8% | ||
| Q2 24 | 0.4% | 8.0% | ||
| Q1 24 | -0.9% | 4.0% |
每股收益（稀释后）AHRRVTY
| Q4 25 | $0.07 | $0.86 | ||
| Q3 25 | $0.33 | $0.40 | ||
| Q2 25 | $0.06 | $0.46 | ||
| Q1 25 | $-0.04 | $0.35 | ||
| Q4 24 | $-0.23 | $0.77 | ||
| Q3 24 | $-0.03 | $0.77 | ||
| Q2 24 | $0.01 | $0.45 | ||
| Q1 24 | $-0.04 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.3B | $7.3B |
| 总资产 | $5.4B | $12.2B |
| 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AHRRVTY
| Q4 25 | $114.8M | $919.9M | ||
| Q3 25 | $147.4M | $931.4M | ||
| Q2 25 | $133.5M | $991.8M | ||
| Q1 25 | $86.1M | $1.1B | ||
| Q4 24 | $76.7M | $1.2B | ||
| Q3 24 | $67.8M | $1.2B | ||
| Q2 24 | $52.1M | $2.0B | ||
| Q1 24 | $77.0M | $1.7B |
股东权益AHRRVTY
| Q4 25 | $3.3B | $7.3B | ||
| Q3 25 | $2.7B | $7.4B | ||
| Q2 25 | $2.4B | $7.6B | ||
| Q1 25 | $2.3B | $7.6B | ||
| Q4 24 | $2.3B | $7.7B | ||
| Q3 24 | $2.2B | $7.9B | ||
| Q2 24 | $1.9B | $7.9B | ||
| Q1 24 | $2.0B | $7.8B |
总资产AHRRVTY
| Q4 25 | $5.4B | $12.2B | ||
| Q3 25 | $4.8B | $12.1B | ||
| Q2 25 | $4.5B | $12.4B | ||
| Q1 25 | $4.5B | $12.4B | ||
| Q4 24 | $4.5B | $12.4B | ||
| Q3 24 | $4.7B | $12.8B | ||
| Q2 24 | $4.6B | $13.4B | ||
| Q1 24 | $4.7B | $13.4B |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $161.8M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | 5.12× | 1.85× |
| 过去12个月自由现金流最近4个季度 | — | $509.4M |
8季度趋势，按日历期对齐
经营现金流AHRRVTY
| Q4 25 | $55.2M | $182.0M | ||
| Q3 25 | $107.2M | $138.5M | ||
| Q2 25 | $71.5M | $134.3M | ||
| Q1 25 | $60.6M | $128.2M | ||
| Q4 24 | $59.5M | $174.2M | ||
| Q3 24 | $63.1M | $147.9M | ||
| Q2 24 | $59.4M | $158.6M | ||
| Q1 24 | $-6.0M | $147.6M |
自由现金流AHRRVTY
| Q4 25 | — | $161.8M | ||
| Q3 25 | — | $120.0M | ||
| Q2 25 | — | $115.5M | ||
| Q1 25 | — | $112.2M | ||
| Q4 24 | — | $149.8M | ||
| Q3 24 | — | $125.6M | ||
| Q2 24 | — | $136.6M | ||
| Q1 24 | — | $129.7M |
自由现金流率AHRRVTY
| Q4 25 | — | 21.0% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | — | 16.0% | ||
| Q1 25 | — | 16.9% | ||
| Q4 24 | — | 20.5% | ||
| Q3 24 | — | 18.4% | ||
| Q2 24 | — | 19.7% | ||
| Q1 24 | — | 20.0% |
资本支出强度AHRRVTY
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | — | 2.7% |
现金转化率AHRRVTY
| Q4 25 | 5.12× | 1.85× | ||
| Q3 25 | 1.92× | 2.97× | ||
| Q2 25 | 7.21× | 2.49× | ||
| Q1 25 | — | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.57× | ||
| Q2 24 | 30.02× | 2.87× | ||
| Q1 24 | — | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
