vs
American Homes 4 Rent（AMH）与科睿唯安（CLVT）财务数据对比。点击上方公司名可切换其他公司
科睿唯安的季度营收约是American Homes 4 Rent的1.3倍（$585.5M vs $455.0M），American Homes 4 Rent净利率更高（31.7% vs -6.9%，领先38.6%），American Homes 4 Rent同比增速更快（4.2% vs -1.4%），American Homes 4 Rent自由现金流更多（$823.7M vs $78.9M），过去两年American Homes 4 Rent的营收复合增速更高（3.6% vs -5.1%）
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。
科睿唯安是一家英美合资的上市分析服务企业，主要提供订阅制信息服务，覆盖文献计量、科学计量、商业与市场情报领域，同时为医药、生物科技行业提供专利、监管合规相关的竞争分析，也提供商标保护、域名与品牌保护服务，旗下Web of Science产品系列还负责计算学术期刊的影响因子。
AMH vs CLVT — 直观对比
营收规模更大
CLVT
是对方的1.3倍
$455.0M
营收增速更快
AMH
高出5.6%
-1.4%
净利率更高
AMH
高出38.6%
-6.9%
自由现金流更多
AMH
多$744.8M
$78.9M
两年增速更快
AMH
近两年复合增速
-5.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $585.5M |
| 净利润 | $144.3M | $-40.2M |
| 毛利率 | — | 67.2% |
| 营业利润率 | — | 5.2% |
| 净利率 | 31.7% | -6.9% |
| 营收同比 | 4.2% | -1.4% |
| 净利润同比 | 0.3% | 61.3% |
| 每股收益（稀释后） | $0.33 | $-0.06 |
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AMHCLVT
| Q1 26 | — | $585.5M | ||
| Q4 25 | $455.0M | $617.0M | ||
| Q3 25 | $478.5M | $623.1M | ||
| Q2 25 | $457.5M | $621.4M | ||
| Q1 25 | $459.3M | $593.7M | ||
| Q4 24 | $436.6M | $663.0M | ||
| Q3 24 | $445.1M | $622.2M | ||
| Q2 24 | $423.5M | $650.3M |
净利润AMHCLVT
| Q1 26 | — | $-40.2M | ||
| Q4 25 | $144.3M | $3.1M | ||
| Q3 25 | $116.8M | $-28.3M | ||
| Q2 25 | $123.6M | $-72.0M | ||
| Q1 25 | $128.7M | $-103.9M | ||
| Q4 24 | $143.9M | $-191.8M | ||
| Q3 24 | $87.6M | $-65.6M | ||
| Q2 24 | $108.5M | $-304.3M |
毛利率AMHCLVT
| Q1 26 | — | 67.2% | ||
| Q4 25 | — | 66.8% | ||
| Q3 25 | — | 65.0% | ||
| Q2 25 | — | 67.2% | ||
| Q1 25 | — | 65.1% | ||
| Q4 24 | — | 65.7% | ||
| Q3 24 | — | 66.2% | ||
| Q2 24 | — | 67.2% |
营业利润率AMHCLVT
| Q1 26 | — | 5.2% | ||
| Q4 25 | — | 6.7% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | -3.5% | ||
| Q4 24 | — | -9.4% | ||
| Q3 24 | — | 3.5% | ||
| Q2 24 | — | -36.9% |
净利率AMHCLVT
| Q1 26 | — | -6.9% | ||
| Q4 25 | 31.7% | 0.5% | ||
| Q3 25 | 24.4% | -4.5% | ||
| Q2 25 | 27.0% | -11.6% | ||
| Q1 25 | 28.0% | -17.5% | ||
| Q4 24 | 33.0% | -28.9% | ||
| Q3 24 | 19.7% | -10.5% | ||
| Q2 24 | 25.6% | -46.8% |
每股收益（稀释后）AMHCLVT
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $0.33 | $0.00 | ||
| Q3 25 | $0.27 | $-0.04 | ||
| Q2 25 | $0.28 | $-0.11 | ||
| Q1 25 | $0.30 | $-0.15 | ||
| Q4 24 | $0.33 | $-0.27 | ||
| Q3 24 | $0.20 | $-0.09 | ||
| Q2 24 | $0.25 | $-0.46 |
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 | — |
| 总债务越低越好 | $5.1B | $4.3B |
| 股东权益账面价值 | $7.0B | $4.8B |
| 总资产 | $13.2B | $10.9B |
| 负债/权益比越低杠杆越低 | 0.72× | 0.89× |
8季度趋势，按日历期对齐
现金及短期投资AMHCLVT
| Q1 26 | — | — | ||
| Q4 25 | $108.5M | $329.2M | ||
| Q3 25 | $45.6M | $318.7M | ||
| Q2 25 | $323.3M | $362.6M | ||
| Q1 25 | $69.7M | $354.0M | ||
| Q4 24 | $199.4M | $295.2M | ||
| Q3 24 | $162.5M | $388.5M | ||
| Q2 24 | $718.4M | $376.4M |
总债务AMHCLVT
| Q1 26 | — | $4.3B | ||
| Q4 25 | $5.1B | $4.3B | ||
| Q3 25 | $4.8B | $4.4B | ||
| Q2 25 | $5.2B | $4.5B | ||
| Q1 25 | $4.9B | $4.5B | ||
| Q4 24 | $5.0B | $4.5B | ||
| Q3 24 | $4.5B | $4.6B | ||
| Q2 24 | $5.0B | $4.6B |
股东权益AMHCLVT
| Q1 26 | — | $4.8B | ||
| Q4 25 | $7.0B | $4.8B | ||
| Q3 25 | $7.2B | $4.9B | ||
| Q2 25 | $7.2B | $5.0B | ||
| Q1 25 | $7.2B | $5.0B | ||
| Q4 24 | $7.2B | $5.1B | ||
| Q3 24 | $7.0B | $5.5B | ||
| Q2 24 | $7.0B | $5.6B |
总资产AMHCLVT
| Q1 26 | — | $10.9B | ||
| Q4 25 | $13.2B | $11.1B | ||
| Q3 25 | $13.3B | $11.2B | ||
| Q2 25 | $13.6B | $11.4B | ||
| Q1 25 | $13.3B | $11.5B | ||
| Q4 24 | $13.4B | $11.5B | ||
| Q3 24 | $12.8B | $12.0B | ||
| Q2 24 | $13.3B | $12.1B |
负债/权益比AMHCLVT
| Q1 26 | — | 0.89× | ||
| Q4 25 | 0.72× | 0.89× | ||
| Q3 25 | 0.68× | 0.90× | ||
| Q2 25 | 0.72× | 0.90× | ||
| Q1 25 | 0.69× | 0.90× | ||
| Q4 24 | 0.70× | 0.88× | ||
| Q3 24 | 0.64× | 0.84× | ||
| Q2 24 | 0.71× | 0.83× |
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 | $134.7M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $78.9M |
| 自由现金流率自由现金流/营收 | 181.0% | 13.5% |
| 资本支出强度资本支出/营收 | 8.9% | 9.5% |
| 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 | $333.9M |
8季度趋势，按日历期对齐
经营现金流AMHCLVT
| Q1 26 | — | $134.7M | ||
| Q4 25 | $864.3M | $159.9M | ||
| Q3 25 | $223.3M | $181.1M | ||
| Q2 25 | $271.9M | $116.3M | ||
| Q1 25 | $223.4M | $171.2M | ||
| Q4 24 | $811.5M | $141.3M | ||
| Q3 24 | $233.6M | $202.9M | ||
| Q2 24 | $274.0M | $126.2M |
自由现金流AMHCLVT
| Q1 26 | — | $78.9M | ||
| Q4 25 | $823.7M | $89.2M | ||
| Q3 25 | $214.5M | $115.5M | ||
| Q2 25 | $257.7M | $50.3M | ||
| Q1 25 | $215.9M | $110.3M | ||
| Q4 24 | $777.5M | $59.1M | ||
| Q3 24 | $225.3M | $126.3M | ||
| Q2 24 | $263.3M | $60.3M |
自由现金流率AMHCLVT
| Q1 26 | — | 13.5% | ||
| Q4 25 | 181.0% | 14.5% | ||
| Q3 25 | 44.8% | 18.5% | ||
| Q2 25 | 56.3% | 8.1% | ||
| Q1 25 | 47.0% | 18.6% | ||
| Q4 24 | 178.1% | 8.9% | ||
| Q3 24 | 50.6% | 20.3% | ||
| Q2 24 | 62.2% | 9.3% |
资本支出强度AMHCLVT
| Q1 26 | — | 9.5% | ||
| Q4 25 | 8.9% | 11.5% | ||
| Q3 25 | 1.8% | 10.5% | ||
| Q2 25 | 3.1% | 10.6% | ||
| Q1 25 | 1.6% | 10.3% | ||
| Q4 24 | 7.8% | 12.4% | ||
| Q3 24 | 1.9% | 12.3% | ||
| Q2 24 | 2.5% | 10.1% |
现金转化率AMHCLVT
| Q1 26 | — | — | ||
| Q4 25 | 5.99× | 51.58× | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | — |
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
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
