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American Homes 4 Rent（AMH）与COMPASS MINERALS INTERNATIONAL INC（CMP）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COMPASS MINERALS INTERNATIONAL INC的1.1倍（$455.0M vs $396.1M），American Homes 4 Rent净利率更高（31.7% vs 4.7%，领先27.0%），COMPASS MINERALS INTERNATIONAL INC同比增速更快（28.9% vs 4.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $-59.8M），过去两年COMPASS MINERALS INTERNATIONAL INC的营收复合增速更高（4.3% vs 3.6%）
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。
指南针矿产国际是一家美国上市矿产企业，总部位于堪萨斯州欧弗兰帕克，是盐、氯化镁和硫酸钾等产品的领先生产商。公司面向北美和英国客户供应经处理与未经处理的散装道路除冰盐，同时向全球种植者提供植物营养产品，此外也生产民用除冰、水质调节产品及相关商用产品。
AMH vs CMP — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $396.1M |
| 净利润 | $144.3M | $18.6M |
| 毛利率 | — | 16.0% |
| 营业利润率 | — | 9.2% |
| 净利率 | 31.7% | 4.7% |
| 营收同比 | 4.2% | 28.9% |
| 净利润同比 | 0.3% | 178.8% |
| 每股收益（稀释后） | $0.33 | $0.43 |
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
| Q4 25 | $455.0M | $396.1M | ||
| Q3 25 | $478.5M | $227.5M | ||
| Q2 25 | $457.5M | $214.6M | ||
| Q1 25 | $459.3M | $494.6M | ||
| Q4 24 | $436.6M | $307.2M | ||
| Q3 24 | $445.1M | $208.8M | ||
| Q2 24 | $423.5M | $202.9M | ||
| Q1 24 | $423.6M | $364.0M |
| Q4 25 | $144.3M | $18.6M | ||
| Q3 25 | $116.8M | $-7.2M | ||
| Q2 25 | $123.6M | $-17.0M | ||
| Q1 25 | $128.7M | $-32.0M | ||
| Q4 24 | $143.9M | $-23.6M | ||
| Q3 24 | $87.6M | $-48.3M | ||
| Q2 24 | $108.5M | $-43.6M | ||
| Q1 24 | $128.1M | $-38.9M |
| Q4 25 | — | 16.0% | ||
| Q3 25 | — | 16.9% | ||
| Q2 25 | — | 19.2% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | 9.3% | ||
| Q2 24 | — | 16.1% | ||
| Q1 24 | — | 19.7% |
| Q4 25 | — | 9.2% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 7.4% | ||
| Q1 25 | — | -0.6% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | -14.3% | ||
| Q2 24 | — | 2.9% | ||
| Q1 24 | — | -10.8% |
| Q4 25 | 31.7% | 4.7% | ||
| Q3 25 | 24.4% | -3.2% | ||
| Q2 25 | 27.0% | -7.9% | ||
| Q1 25 | 28.0% | -6.5% | ||
| Q4 24 | 33.0% | -7.7% | ||
| Q3 24 | 19.7% | -23.1% | ||
| Q2 24 | 25.6% | -21.5% | ||
| Q1 24 | 30.2% | -10.7% |
| Q4 25 | $0.33 | $0.43 | ||
| Q3 25 | $0.27 | — | ||
| Q2 25 | $0.28 | $-0.41 | ||
| Q1 25 | $0.30 | $-0.77 | ||
| Q4 24 | $0.33 | $-0.57 | ||
| Q3 24 | $0.20 | $-1.17 | ||
| Q2 24 | $0.25 | $-1.05 | ||
| Q1 24 | $0.30 | $-0.94 |
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 | $46.7M |
| 总债务越低越好 | $5.1B | $890.0M |
| 股东权益账面价值 | $7.0B | $260.5M |
| 总资产 | $13.2B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.72× | 3.42× |
8季度趋势，按日历期对齐
| Q4 25 | $108.5M | $46.7M | ||
| Q3 25 | $45.6M | $59.7M | ||
| Q2 25 | $323.3M | $79.4M | ||
| Q1 25 | $69.7M | $49.5M | ||
| Q4 24 | $199.4M | $45.8M | ||
| Q3 24 | $162.5M | $20.2M | ||
| Q2 24 | $718.4M | $12.8M | ||
| Q1 24 | $124.8M | $38.3M |
| Q4 25 | $5.1B | $890.0M | ||
| Q3 25 | $4.8B | $839.8M | ||
| Q2 25 | $5.2B | $833.4M | ||
| Q1 25 | $4.9B | $807.6M | ||
| Q4 24 | $5.0B | $974.4M | ||
| Q3 24 | $4.5B | $921.2M | ||
| Q2 24 | $5.0B | $875.1M | ||
| Q1 24 | $4.5B | $877.2M |
| Q4 25 | $7.0B | $260.5M | ||
| Q3 25 | $7.2B | $234.1M | ||
| Q2 25 | $7.2B | $249.8M | ||
| Q1 25 | $7.2B | $236.5M | ||
| Q4 24 | $7.2B | $263.0M | ||
| Q3 24 | $7.0B | $316.6M | ||
| Q2 24 | $7.0B | $352.1M | ||
| Q1 24 | $7.0B | $400.4M |
| Q4 25 | $13.2B | $1.5B | ||
| Q3 25 | $13.3B | $1.5B | ||
| Q2 25 | $13.6B | $1.5B | ||
| Q1 25 | $13.3B | $1.5B | ||
| Q4 24 | $13.4B | $1.7B | ||
| Q3 24 | $12.8B | $1.6B | ||
| Q2 24 | $13.3B | $1.6B | ||
| Q1 24 | $12.8B | $1.7B |
| Q4 25 | 0.72× | 3.42× | ||
| Q3 25 | 0.68× | 3.59× | ||
| Q2 25 | 0.72× | 3.34× | ||
| Q1 25 | 0.69× | 3.41× | ||
| Q4 24 | 0.70× | 3.70× | ||
| Q3 24 | 0.64× | 2.91× | ||
| Q2 24 | 0.71× | 2.49× | ||
| Q1 24 | 0.64× | 2.19× |
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 | $-37.0M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $-59.8M |
| 自由现金流率自由现金流/营收 | 181.0% | -15.1% |
| 资本支出强度资本支出/营收 | 8.9% | 5.8% |
| 现金转化率经营现金流/净利润 | 5.99× | -1.99× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $94.1M |
8季度趋势，按日历期对齐
| Q4 25 | $864.3M | $-37.0M | ||
| Q3 25 | $223.3M | $-6.9M | ||
| Q2 25 | $271.9M | $21.8M | ||
| Q1 25 | $223.4M | $186.9M | ||
| Q4 24 | $811.5M | $-4.1M | ||
| Q3 24 | $233.6M | $-12.7M | ||
| Q2 24 | $274.0M | $-6.8M | ||
| Q1 24 | $201.8M | $86.2M |
| Q4 25 | $823.7M | $-59.8M | ||
| Q3 25 | $214.5M | $-22.8M | ||
| Q2 25 | $257.7M | $3.8M | ||
| Q1 25 | $215.9M | $172.9M | ||
| Q4 24 | $777.5M | $-25.9M | ||
| Q3 24 | $225.3M | $-33.6M | ||
| Q2 24 | $263.3M | $-21.5M | ||
| Q1 24 | $191.0M | $56.2M |
| Q4 25 | 181.0% | -15.1% | ||
| Q3 25 | 44.8% | -10.0% | ||
| Q2 25 | 56.3% | 1.8% | ||
| Q1 25 | 47.0% | 35.0% | ||
| Q4 24 | 178.1% | -8.4% | ||
| Q3 24 | 50.6% | -16.1% | ||
| Q2 24 | 62.2% | -10.6% | ||
| Q1 24 | 45.1% | 15.4% |
| Q4 25 | 8.9% | 5.8% | ||
| Q3 25 | 1.8% | 7.0% | ||
| Q2 25 | 3.1% | 8.4% | ||
| Q1 25 | 1.6% | 2.8% | ||
| Q4 24 | 7.8% | 7.1% | ||
| Q3 24 | 1.9% | 10.0% | ||
| Q2 24 | 2.5% | 7.2% | ||
| Q1 24 | 2.6% | 8.2% |
| Q4 25 | 5.99× | -1.99× | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | — | ||
| 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
CMP
| Highway Deicing Salt | $210.8M | 53% |
| Consumer Industrial Salt | $120.7M | 30% |
| Plant Nutrition | $60.8M | 15% |
| Transferred Over Time | $2.8M | 1% |
| Other | $1.0M | 0% |
