vs
American Homes 4 Rent（AMH）与AdvanSix Inc.（ASIX）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AdvanSix Inc.的1.3倍（$455.0M vs $359.9M），American Homes 4 Rent净利率更高（31.7% vs -0.8%，领先32.5%），AdvanSix Inc.同比增速更快（9.4% vs 4.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $36.1M），过去两年American Homes 4 Rent的营收复合增速更高（3.6% vs 3.4%）
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。
AdvanSix Inc.是一家美国化工企业，主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部，于2016年分拆独立，2019年预估营收达14亿美元，其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
AMH vs ASIX — 直观对比
营收规模更大
AMH
是对方的1.3倍
$359.9M
营收增速更快
ASIX
高出5.2%
4.2%
净利率更高
AMH
高出32.5%
-0.8%
自由现金流更多
AMH
多$787.6M
$36.1M
两年增速更快
AMH
近两年复合增速
3.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $359.9M |
| 净利润 | $144.3M | $-2.8M |
| 毛利率 | — | 7.6% |
| 营业利润率 | — | -0.7% |
| 净利率 | 31.7% | -0.8% |
| 营收同比 | 4.2% | 9.4% |
| 净利润同比 | 0.3% | -892.9% |
| 每股收益（稀释后） | $0.33 | $-0.11 |
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AMHASIX
| Q4 25 | $455.0M | $359.9M | ||
| Q3 25 | $478.5M | $374.5M | ||
| Q2 25 | $457.5M | $410.0M | ||
| Q1 25 | $459.3M | $377.8M | ||
| Q4 24 | $436.6M | $329.1M | ||
| Q3 24 | $445.1M | $398.2M | ||
| Q2 24 | $423.5M | $453.5M | ||
| Q1 24 | $423.6M | $336.8M |
净利润AMHASIX
| Q4 25 | $144.3M | $-2.8M | ||
| Q3 25 | $116.8M | $-2.6M | ||
| Q2 25 | $123.6M | $31.4M | ||
| Q1 25 | $128.7M | $23.3M | ||
| Q4 24 | $143.9M | $352.0K | ||
| Q3 24 | $87.6M | $22.3M | ||
| Q2 24 | $108.5M | $38.9M | ||
| Q1 24 | $128.1M | $-17.4M |
毛利率AMHASIX
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 6.8% | ||
| Q2 25 | — | 14.3% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 14.4% | ||
| Q2 24 | — | 17.9% | ||
| Q1 24 | — | 0.9% |
营业利润率AMHASIX
| Q4 25 | — | -0.7% | ||
| Q3 25 | — | -0.9% | ||
| Q2 25 | — | 7.7% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | -3.9% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 11.5% | ||
| Q1 24 | — | -7.0% |
净利率AMHASIX
| Q4 25 | 31.7% | -0.8% | ||
| Q3 25 | 24.4% | -0.7% | ||
| Q2 25 | 27.0% | 7.7% | ||
| Q1 25 | 28.0% | 6.2% | ||
| Q4 24 | 33.0% | 0.1% | ||
| Q3 24 | 19.7% | 5.6% | ||
| Q2 24 | 25.6% | 8.6% | ||
| Q1 24 | 30.2% | -5.2% |
每股收益（稀释后）AMHASIX
| Q4 25 | $0.33 | $-0.11 | ||
| Q3 25 | $0.27 | $-0.10 | ||
| Q2 25 | $0.28 | $1.15 | ||
| Q1 25 | $0.30 | $0.86 | ||
| Q4 24 | $0.33 | $0.02 | ||
| Q3 24 | $0.20 | $0.82 | ||
| Q2 24 | $0.25 | $1.43 | ||
| Q1 24 | $0.30 | $-0.65 |
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 | $19.8M |
| 总债务越低越好 | $5.1B | — |
| 股东权益账面价值 | $7.0B | $815.2M |
| 总资产 | $13.2B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.72× | — |
8季度趋势，按日历期对齐
现金及短期投资AMHASIX
| Q4 25 | $108.5M | $19.8M | ||
| Q3 25 | $45.6M | $23.7M | ||
| Q2 25 | $323.3M | $18.4M | ||
| Q1 25 | $69.7M | $8.3M | ||
| Q4 24 | $199.4M | $19.6M | ||
| Q3 24 | $162.5M | $17.3M | ||
| Q2 24 | $718.4M | $12.1M | ||
| Q1 24 | $124.8M | $20.6M |
总债务AMHASIX
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | — |
股东权益AMHASIX
| Q4 25 | $7.0B | $815.2M | ||
| Q3 25 | $7.2B | $818.2M | ||
| Q2 25 | $7.2B | $823.7M | ||
| Q1 25 | $7.2B | $794.4M | ||
| Q4 24 | $7.2B | $774.6M | ||
| Q3 24 | $7.0B | $766.4M | ||
| Q2 24 | $7.0B | $746.6M | ||
| Q1 24 | $7.0B | $713.2M |
总资产AMHASIX
| Q4 25 | $13.2B | $1.7B | ||
| Q3 25 | $13.3B | $1.7B | ||
| Q2 25 | $13.6B | $1.6B | ||
| Q1 25 | $13.3B | $1.6B | ||
| Q4 24 | $13.4B | $1.6B | ||
| Q3 24 | $12.8B | $1.5B | ||
| Q2 24 | $13.3B | $1.5B | ||
| Q1 24 | $12.8B | $1.5B |
负债/权益比AMHASIX
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.64× | — |
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 | $63.7M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $36.1M |
| 自由现金流率自由现金流/营收 | 181.0% | 10.0% |
| 资本支出强度资本支出/营收 | 8.9% | 7.7% |
| 现金转化率经营现金流/净利润 | 5.99× | — |
| 过去12个月自由现金流最近4个季度 | $1.5B | $6.4M |
8季度趋势，按日历期对齐
经营现金流AMHASIX
| Q4 25 | $864.3M | $63.7M | ||
| Q3 25 | $223.3M | $26.6M | ||
| Q2 25 | $271.9M | $21.1M | ||
| Q1 25 | $223.4M | $11.4M | ||
| Q4 24 | $811.5M | $64.2M | ||
| Q3 24 | $233.6M | $57.3M | ||
| Q2 24 | $274.0M | $50.2M | ||
| Q1 24 | $201.8M | $-36.2M |
自由现金流AMHASIX
| Q4 25 | $823.7M | $36.1M | ||
| Q3 25 | $214.5M | $66.0K | ||
| Q2 25 | $257.7M | $-7.2M | ||
| Q1 25 | $215.9M | $-22.6M | ||
| Q4 24 | $777.5M | $29.8M | ||
| Q3 24 | $225.3M | $26.8M | ||
| Q2 24 | $263.3M | $16.7M | ||
| Q1 24 | $191.0M | $-71.6M |
自由现金流率AMHASIX
| Q4 25 | 181.0% | 10.0% | ||
| Q3 25 | 44.8% | 0.0% | ||
| Q2 25 | 56.3% | -1.7% | ||
| Q1 25 | 47.0% | -6.0% | ||
| Q4 24 | 178.1% | 9.1% | ||
| Q3 24 | 50.6% | 6.7% | ||
| Q2 24 | 62.2% | 3.7% | ||
| Q1 24 | 45.1% | -21.3% |
资本支出强度AMHASIX
| Q4 25 | 8.9% | 7.7% | ||
| Q3 25 | 1.8% | 7.1% | ||
| Q2 25 | 3.1% | 6.9% | ||
| Q1 25 | 1.6% | 9.0% | ||
| Q4 24 | 7.8% | 10.4% | ||
| Q3 24 | 1.9% | 7.7% | ||
| Q2 24 | 2.5% | 7.4% | ||
| Q1 24 | 2.6% | 10.5% |
现金转化率AMHASIX
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | 0.67× | ||
| Q1 25 | 1.74× | 0.49× | ||
| Q4 24 | 5.64× | 182.29× | ||
| Q3 24 | 2.67× | 2.57× | ||
| Q2 24 | 2.52× | 1.29× | ||
| Q1 24 | 1.58× | — |
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
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
