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American Homes 4 Rent（AMH）与AMERICAN WOODMARK CORP（AMWD）财务数据对比。点击上方公司名可切换其他公司
American Homes 4 Rent的季度营收约是AMERICAN WOODMARK CORP的1.2倍（$455.0M vs $394.6M），American Homes 4 Rent净利率更高（31.7% vs 1.5%，领先30.2%），American Homes 4 Rent同比增速更快（4.2% vs -12.8%），American Homes 4 Rent自由现金流更多（$823.7M vs $638.0K），过去两年American Homes 4 Rent的营收复合增速更高（3.6% vs -3.3%）
AMH（American Homes 4 Rent）是总部位于美国内华达州拉斯维加斯的住宅房地产投资信托基金，主打单户住宅租赁业务。截至2019年12月31日，公司在全美22个州共持有52552套住宅，资产主要集中在亚特兰大、达拉斯-沃斯堡及北卡罗来纳州夏洛特地区。
美国木标公司是一家厨卫橱柜制造商，总部位于弗吉尼亚州温彻斯特。公司在美国多地设有多家生产基地与服务中心，其中生产基地分布在亚利桑那州、佐治亚州、印第安纳州、肯塔基州、马里兰州、田纳西州、弗吉尼亚州以及西弗吉尼亚州，服务网点覆盖全美各地。
AMH vs AMWD — 直观对比
营收规模更大
AMH
是对方的1.2倍
$394.6M
营收增速更快
AMH
高出17.0%
-12.8%
净利率更高
AMH
高出30.2%
1.5%
自由现金流更多
AMH
多$823.0M
$638.0K
两年增速更快
AMH
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $394.6M |
| 净利润 | $144.3M | $6.1M |
| 毛利率 | — | 15.2% |
| 营业利润率 | — | 3.1% |
| 净利率 | 31.7% | 1.5% |
| 营收同比 | 4.2% | -12.8% |
| 净利润同比 | 0.3% | -78.0% |
| 每股收益（稀释后） | $0.33 | $0.42 |
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AMHAMWD
| Q4 25 | $455.0M | $394.6M | ||
| Q3 25 | $478.5M | $403.0M | ||
| Q2 25 | $457.5M | $400.4M | ||
| Q1 25 | $459.3M | $397.6M | ||
| Q4 24 | $436.6M | $452.5M | ||
| Q3 24 | $445.1M | $459.1M | ||
| Q2 24 | $423.5M | $453.3M | ||
| Q1 24 | $423.6M | $422.1M |
净利润AMHAMWD
| Q4 25 | $144.3M | $6.1M | ||
| Q3 25 | $116.8M | $14.6M | ||
| Q2 25 | $123.6M | $25.6M | ||
| Q1 25 | $128.7M | $16.6M | ||
| Q4 24 | $143.9M | $27.7M | ||
| Q3 24 | $87.6M | $29.6M | ||
| Q2 24 | $108.5M | $26.8M | ||
| Q1 24 | $128.1M | $21.2M |
毛利率AMHAMWD
| Q4 25 | — | 15.2% | ||
| Q3 25 | — | 16.7% | ||
| Q2 25 | — | 17.0% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | — | 18.9% | ||
| Q3 24 | — | 20.2% | ||
| Q2 24 | — | 18.6% | ||
| Q1 24 | — | 19.2% |
营业利润率AMHAMWD
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 5.0% | ||
| Q2 25 | — | 7.4% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | — | 10.2% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 6.6% |
净利率AMHAMWD
| Q4 25 | 31.7% | 1.5% | ||
| Q3 25 | 24.4% | 3.6% | ||
| Q2 25 | 27.0% | 6.4% | ||
| Q1 25 | 28.0% | 4.2% | ||
| Q4 24 | 33.0% | 6.1% | ||
| Q3 24 | 19.7% | 6.5% | ||
| Q2 24 | 25.6% | 5.9% | ||
| Q1 24 | 30.2% | 5.0% |
每股收益（稀释后）AMHAMWD
| Q4 25 | $0.33 | $0.42 | ||
| Q3 25 | $0.27 | $1.00 | ||
| Q2 25 | $0.28 | $1.73 | ||
| Q1 25 | $0.30 | $1.09 | ||
| Q4 24 | $0.33 | $1.79 | ||
| Q3 24 | $0.20 | $1.89 | ||
| Q2 24 | $0.25 | $1.70 | ||
| Q1 24 | $0.30 | $1.32 |
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 | $108.5M | $52.1M |
| 总债务越低越好 | $5.1B | $363.3M |
| 股东权益账面价值 | $7.0B | $928.2M |
| 总资产 | $13.2B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.72× | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资AMHAMWD
| Q4 25 | $108.5M | $52.1M | ||
| Q3 25 | $45.6M | $54.9M | ||
| Q2 25 | $323.3M | $48.2M | ||
| Q1 25 | $69.7M | $43.5M | ||
| Q4 24 | $199.4M | $56.7M | ||
| Q3 24 | $162.5M | $89.3M | ||
| Q2 24 | $718.4M | $87.4M | ||
| Q1 24 | $124.8M | $97.8M |
总债务AMHAMWD
| Q4 25 | $5.1B | $363.3M | ||
| Q3 25 | $4.8B | $364.8M | ||
| Q2 25 | $5.2B | $365.8M | ||
| Q1 25 | $4.9B | $367.3M | ||
| Q4 24 | $5.0B | $368.0M | ||
| Q3 24 | $4.5B | $372.2M | ||
| Q2 24 | $5.0B | $371.8M | ||
| Q1 24 | $4.5B | $371.3M |
股东权益AMHAMWD
| Q4 25 | $7.0B | $928.2M | ||
| Q3 25 | $7.2B | $920.3M | ||
| Q2 25 | $7.2B | $916.0M | ||
| Q1 25 | $7.2B | $919.6M | ||
| Q4 24 | $7.2B | $915.1M | ||
| Q3 24 | $7.0B | $913.8M | ||
| Q2 24 | $7.0B | $910.4M | ||
| Q1 24 | $7.0B | $896.9M |
总资产AMHAMWD
| Q4 25 | $13.2B | $1.6B | ||
| Q3 25 | $13.3B | $1.6B | ||
| Q2 25 | $13.6B | $1.6B | ||
| Q1 25 | $13.3B | $1.6B | ||
| Q4 24 | $13.4B | $1.6B | ||
| Q3 24 | $12.8B | $1.6B | ||
| Q2 24 | $13.3B | $1.6B | ||
| Q1 24 | $12.8B | $1.6B |
负债/权益比AMHAMWD
| Q4 25 | 0.72× | 0.39× | ||
| Q3 25 | 0.68× | 0.40× | ||
| Q2 25 | 0.72× | 0.40× | ||
| Q1 25 | 0.69× | 0.40× | ||
| Q4 24 | 0.70× | 0.40× | ||
| Q3 24 | 0.64× | 0.41× | ||
| Q2 24 | 0.71× | 0.41× | ||
| Q1 24 | 0.64× | 0.41× |
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 | $864.3M | $11.2M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $638.0K |
| 自由现金流率自由现金流/营收 | 181.0% | 0.2% |
| 资本支出强度资本支出/营收 | 8.9% | 2.7% |
| 现金转化率经营现金流/净利润 | 5.99× | 1.83× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $64.0M |
8季度趋势，按日历期对齐
经营现金流AMHAMWD
| Q4 25 | $864.3M | $11.2M | ||
| Q3 25 | $223.3M | $33.1M | ||
| Q2 25 | $271.9M | $44.8M | ||
| Q1 25 | $223.4M | $11.0M | ||
| Q4 24 | $811.5M | $11.9M | ||
| Q3 24 | $233.6M | $40.8M | ||
| Q2 24 | $274.0M | $43.3M | ||
| Q1 24 | $201.8M | $43.7M |
自由现金流AMHAMWD
| Q4 25 | $823.7M | $638.0K | ||
| Q3 25 | $214.5M | $25.3M | ||
| Q2 25 | $257.7M | $35.8M | ||
| Q1 25 | $215.9M | $2.3M | ||
| Q4 24 | $777.5M | $1.1M | ||
| Q3 24 | $225.3M | $29.5M | ||
| Q2 24 | $263.3M | $7.2M | ||
| Q1 24 | $191.0M | $22.1M |
自由现金流率AMHAMWD
| Q4 25 | 181.0% | 0.2% | ||
| Q3 25 | 44.8% | 6.3% | ||
| Q2 25 | 56.3% | 8.9% | ||
| Q1 25 | 47.0% | 0.6% | ||
| Q4 24 | 178.1% | 0.2% | ||
| Q3 24 | 50.6% | 6.4% | ||
| Q2 24 | 62.2% | 1.6% | ||
| Q1 24 | 45.1% | 5.2% |
资本支出强度AMHAMWD
| Q4 25 | 8.9% | 2.7% | ||
| Q3 25 | 1.8% | 1.9% | ||
| Q2 25 | 3.1% | 2.2% | ||
| Q1 25 | 1.6% | 2.2% | ||
| Q4 24 | 7.8% | 2.4% | ||
| Q3 24 | 1.9% | 2.5% | ||
| Q2 24 | 2.5% | 8.0% | ||
| Q1 24 | 2.6% | 5.1% |
现金转化率AMHAMWD
| Q4 25 | 5.99× | 1.83× | ||
| Q3 25 | 1.91× | 2.27× | ||
| Q2 25 | 2.20× | 1.75× | ||
| Q1 25 | 1.74× | 0.66× | ||
| Q4 24 | 5.64× | 0.43× | ||
| Q3 24 | 2.67× | 1.38× | ||
| Q2 24 | 2.52× | 1.62× | ||
| Q1 24 | 1.58× | 2.06× |
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
AMH
暂无分部数据
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |
