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American Healthcare REIT, Inc.（AHR）与Rackspace Technology, Inc.（RXT）财务数据对比。点击上方公司名可切换其他公司
Rackspace Technology, Inc.的季度营收约是American Healthcare REIT, Inc.的1.2倍（$682.8M vs $564.0M），American Healthcare REIT, Inc.净利率更高（1.9% vs -4.8%，领先6.7%），American Healthcare REIT, Inc.同比增速更快（13.5% vs -0.4%），过去两年American Healthcare REIT, Inc.的营收复合增速更高（11.7% vs -0.6%）
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
AHR vs RXT — 直观对比
营收规模更大
RXT
是对方的1.2倍
$564.0M
营收增速更快
AHR
高出13.9%
-0.4%
净利率更高
AHR
高出6.7%
-4.8%
两年增速更快
AHR
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $564.0M | $682.8M |
| 净利润 | $10.8M | $-32.7M |
| 毛利率 | 14.8% | 17.6% |
| 营业利润率 | 19.8% | -0.5% |
| 净利率 | 1.9% | -4.8% |
| 营收同比 | 13.5% | -0.4% |
| 净利润同比 | 133.9% | 41.6% |
| 每股收益（稀释后） | $0.07 | $-0.13 |
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AHRRXT
| Q4 25 | $564.0M | $682.8M | ||
| Q3 25 | $532.1M | $671.2M | ||
| Q2 25 | $501.3M | $666.3M | ||
| Q1 25 | $497.2M | $665.4M | ||
| Q4 24 | $496.8M | $685.6M | ||
| Q3 24 | $476.8M | $675.8M | ||
| Q2 24 | $458.0M | $684.9M | ||
| Q1 24 | $452.1M | $690.8M |
净利润AHRRXT
| Q4 25 | $10.8M | $-32.7M | ||
| Q3 25 | $55.9M | $-67.1M | ||
| Q2 25 | $9.9M | $-54.5M | ||
| Q1 25 | $-6.8M | $-71.5M | ||
| Q4 24 | $-31.8M | $-56.0M | ||
| Q3 24 | $-4.1M | $-186.6M | ||
| Q2 24 | $2.0M | $25.0M | ||
| Q1 24 | $-3.9M | $-640.6M |
毛利率AHRRXT
| Q4 25 | 14.8% | 17.6% | ||
| Q3 25 | 14.6% | 19.4% | ||
| Q2 25 | 15.0% | 19.4% | ||
| Q1 25 | 13.0% | 19.1% | ||
| Q4 24 | 13.3% | 19.2% | ||
| Q3 24 | 12.5% | 20.3% | ||
| Q2 24 | 12.1% | 19.2% | ||
| Q1 24 | 10.7% | 19.2% |
营业利润率AHRRXT
| Q4 25 | 19.8% | -0.5% | ||
| Q3 25 | 19.9% | -5.1% | ||
| Q2 25 | 20.6% | -3.8% | ||
| Q1 25 | 19.0% | -5.8% | ||
| Q4 24 | 20.0% | -4.2% | ||
| Q3 24 | 19.6% | -25.7% | ||
| Q2 24 | 19.4% | -7.9% | ||
| Q1 24 | 18.2% | -94.5% |
净利率AHRRXT
| Q4 25 | 1.9% | -4.8% | ||
| Q3 25 | 10.5% | -10.0% | ||
| Q2 25 | 2.0% | -8.2% | ||
| Q1 25 | -1.4% | -10.7% | ||
| Q4 24 | -6.4% | -8.2% | ||
| Q3 24 | -0.9% | -27.6% | ||
| Q2 24 | 0.4% | 3.7% | ||
| Q1 24 | -0.9% | -92.7% |
每股收益（稀释后）AHRRXT
| Q4 25 | $0.07 | $-0.13 | ||
| Q3 25 | $0.33 | $-0.28 | ||
| Q2 25 | $0.06 | $-0.23 | ||
| Q1 25 | $-0.04 | $-0.31 | ||
| Q4 24 | $-0.23 | $-0.20 | ||
| Q3 24 | $-0.03 | $-0.82 | ||
| Q2 24 | $0.01 | $0.11 | ||
| Q1 24 | $-0.04 | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $3.3B | $-1.2B |
| 总资产 | $5.4B | $2.8B |
| 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AHRRXT
| Q4 25 | $114.8M | $105.8M | ||
| Q3 25 | $147.4M | $99.5M | ||
| Q2 25 | $133.5M | $103.9M | ||
| Q1 25 | $86.1M | $128.0M | ||
| Q4 24 | $76.7M | $144.0M | ||
| Q3 24 | $67.8M | $157.1M | ||
| Q2 24 | $52.1M | $190.2M | ||
| Q1 24 | $77.0M | $282.6M |
总债务AHRRXT
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $3.0B |
股东权益AHRRXT
| Q4 25 | $3.3B | $-1.2B | ||
| Q3 25 | $2.7B | $-1.2B | ||
| Q2 25 | $2.4B | $-1.1B | ||
| Q1 25 | $2.3B | $-1.1B | ||
| Q4 24 | $2.3B | $-1.0B | ||
| Q3 24 | $2.2B | $-949.7M | ||
| Q2 24 | $1.9B | $-756.2M | ||
| Q1 24 | $2.0B | $-787.2M |
总资产AHRRXT
| Q4 25 | $5.4B | $2.8B | ||
| Q3 25 | $4.8B | $2.8B | ||
| Q2 25 | $4.5B | $2.9B | ||
| Q1 25 | $4.5B | $3.0B | ||
| Q4 24 | $4.5B | $3.1B | ||
| Q3 24 | $4.7B | $3.1B | ||
| Q2 24 | $4.6B | $3.4B | ||
| Q1 24 | $4.7B | $3.5B |
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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | — | $56.0M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | — | $90.6M |
8季度趋势，按日历期对齐
经营现金流AHRRXT
| Q4 25 | $55.2M | $59.7M | ||
| Q3 25 | $107.2M | $70.7M | ||
| Q2 25 | $71.5M | $8.4M | ||
| Q1 25 | $60.6M | $12.6M | ||
| Q4 24 | $59.5M | $54.3M | ||
| Q3 24 | $63.1M | $51.8M | ||
| Q2 24 | $59.4M | $24.1M | ||
| Q1 24 | $-6.0M | $-90.3M |
自由现金流AHRRXT
| Q4 25 | — | $56.0M | ||
| Q3 25 | — | $42.7M | ||
| Q2 25 | — | $-12.4M | ||
| Q1 25 | — | $4.3M | ||
| Q4 24 | — | $34.4M | ||
| Q3 24 | — | $27.3M | ||
| Q2 24 | — | $-14.5M | ||
| Q1 24 | — | $-118.4M |
自由现金流率AHRRXT
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | -1.9% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | -2.1% | ||
| Q1 24 | — | -17.1% |
资本支出强度AHRRXT
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 5.6% | ||
| Q1 24 | — | 4.1% |
现金转化率AHRRXT
| Q4 25 | 5.12× | — | ||
| Q3 25 | 1.92× | — | ||
| Q2 25 | 7.21× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 30.02× | 0.96× | ||
| 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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
