vs
American Homes 4 Rent（AMH）与克瑞（CR）财务数据对比。点击上方公司名可切换其他公司
克瑞的季度营收约是American Homes 4 Rent的1.5倍（$696.4M vs $455.0M），American Homes 4 Rent净利率更高（31.7% vs 9.6%，领先22.1%），克瑞同比增速更快（24.9% vs 4.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $-40.2M），过去两年克瑞的营收复合增速更高（14.8% 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。
克瑞是总部位于美国康涅狄格州斯坦福德的工业产品企业，1855年由理查德·泰勒·克兰创立。公司曾是美国领先卫浴配件制造商，1990年出售该业务板块，1960年起逐步转型为多元化控股集团，当前核心业务涵盖航空航天与电子、工程材料、流体处理、控制系统四大板块，服务化工等多个行业领域。
AMH vs CR — 直观对比
营收规模更大
CR
是对方的1.5倍
$455.0M
营收增速更快
CR
高出20.7%
4.2%
净利率更高
AMH
高出22.1%
9.6%
自由现金流更多
AMH
多$863.9M
$-40.2M
两年增速更快
CR
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $696.4M |
| 净利润 | $144.3M | $67.1M |
| 毛利率 | — | 40.4% |
| 营业利润率 | — | 14.4% |
| 净利率 | 31.7% | 9.6% |
| 营收同比 | 4.2% | 24.9% |
| 净利润同比 | 0.3% | -37.3% |
| 每股收益（稀释后） | $0.33 | — |
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AMHCR
| Q1 26 | — | $696.4M | ||
| Q4 25 | $455.0M | $581.0M | ||
| Q3 25 | $478.5M | $589.2M | ||
| Q2 25 | $457.5M | $577.2M | ||
| Q1 25 | $459.3M | $557.6M | ||
| Q4 24 | $436.6M | $544.1M | ||
| Q3 24 | $445.1M | $548.3M | ||
| Q2 24 | $423.5M | $528.6M |
净利润AMHCR
| Q1 26 | — | $67.1M | ||
| Q4 25 | $144.3M | $81.7M | ||
| Q3 25 | $116.8M | $91.4M | ||
| Q2 25 | $123.6M | $86.4M | ||
| Q1 25 | $128.7M | $107.1M | ||
| Q4 24 | $143.9M | $81.0M | ||
| Q3 24 | $87.6M | $77.3M | ||
| Q2 24 | $108.5M | $71.6M |
毛利率AMHCR
| Q1 26 | — | 40.4% | ||
| Q4 25 | — | 41.6% | ||
| Q3 25 | — | 42.7% | ||
| Q2 25 | — | 42.0% | ||
| Q1 25 | — | 42.6% | ||
| Q4 24 | — | 40.9% | ||
| Q3 24 | — | 41.4% | ||
| Q2 24 | — | 40.0% |
营业利润率AMHCR
| Q1 26 | — | 14.4% | ||
| Q4 25 | — | 17.5% | ||
| Q3 25 | — | 20.1% | ||
| Q2 25 | — | 17.8% | ||
| Q1 25 | — | 18.1% | ||
| Q4 24 | — | 15.8% | ||
| Q3 24 | — | 18.1% | ||
| Q2 24 | — | 16.9% |
净利率AMHCR
| Q1 26 | — | 9.6% | ||
| Q4 25 | 31.7% | 14.1% | ||
| Q3 25 | 24.4% | 15.5% | ||
| Q2 25 | 27.0% | 15.0% | ||
| Q1 25 | 28.0% | 19.2% | ||
| Q4 24 | 33.0% | 14.9% | ||
| Q3 24 | 19.7% | 14.1% | ||
| Q2 24 | 25.6% | 13.5% |
每股收益（稀释后）AMHCR
| Q1 26 | — | — | ||
| Q4 25 | $0.33 | $1.40 | ||
| Q3 25 | $0.27 | $1.56 | ||
| Q2 25 | $0.28 | $1.47 | ||
| Q1 25 | $0.30 | $1.83 | ||
| Q4 24 | $0.33 | $1.37 | ||
| Q3 24 | $0.20 | $1.33 | ||
| Q2 24 | $0.25 | $1.23 |
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 | $355.4M |
| 总债务越低越好 | $5.1B | $1.2B |
| 股东权益账面价值 | $7.0B | $2.1B |
| 总资产 | $13.2B | $4.1B |
| 负债/权益比越低杠杆越低 | 0.72× | 0.57× |
8季度趋势，按日历期对齐
现金及短期投资AMHCR
| Q1 26 | — | $355.4M | ||
| Q4 25 | $108.5M | $506.5M | ||
| Q3 25 | $45.6M | $388.2M | ||
| Q2 25 | $323.3M | $332.2M | ||
| Q1 25 | $69.7M | $435.1M | ||
| Q4 24 | $199.4M | $306.7M | ||
| Q3 24 | $162.5M | $258.2M | ||
| Q2 24 | $718.4M | $229.3M |
总债务AMHCR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $5.1B | $1.1B | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | $247.0M | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — |
股东权益AMHCR
| Q1 26 | — | $2.1B | ||
| Q4 25 | $7.0B | $2.1B | ||
| Q3 25 | $7.2B | $2.0B | ||
| Q2 25 | $7.2B | $1.9B | ||
| Q1 25 | $7.2B | $1.8B | ||
| Q4 24 | $7.2B | $1.6B | ||
| Q3 24 | $7.0B | $1.6B | ||
| Q2 24 | $7.0B | $1.5B |
总资产AMHCR
| Q1 26 | — | $4.1B | ||
| Q4 25 | $13.2B | $3.9B | ||
| Q3 25 | $13.3B | $2.5B | ||
| Q2 25 | $13.6B | $2.5B | ||
| Q1 25 | $13.3B | $2.6B | ||
| Q4 24 | $13.4B | $2.6B | ||
| Q3 24 | $12.8B | $2.7B | ||
| Q2 24 | $13.3B | $2.5B |
负债/权益比AMHCR
| Q1 26 | — | 0.57× | ||
| Q4 25 | 0.72× | 0.56× | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | 0.15× | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.71× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $-40.2M |
| 自由现金流率自由现金流/营收 | 181.0% | -5.8% |
| 资本支出强度资本支出/营收 | 8.9% | 1.5% |
| 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 | $361.5M |
8季度趋势，按日历期对齐
经营现金流AMHCR
| Q1 26 | — | — | ||
| Q4 25 | $864.3M | $205.8M | ||
| Q3 25 | $223.3M | $130.2M | ||
| Q2 25 | $271.9M | $105.0M | ||
| Q1 25 | $223.4M | $-46.2M | ||
| Q4 24 | $811.5M | $202.0M | ||
| Q3 24 | $233.6M | $75.4M | ||
| Q2 24 | $274.0M | $51.3M |
自由现金流AMHCR
| Q1 26 | — | $-40.2M | ||
| Q4 25 | $823.7M | $196.0M | ||
| Q3 25 | $214.5M | $116.8M | ||
| Q2 25 | $257.7M | $88.9M | ||
| Q1 25 | $215.9M | $-60.4M | ||
| Q4 24 | $777.5M | $188.2M | ||
| Q3 24 | $225.3M | $67.3M | ||
| Q2 24 | $263.3M | $44.6M |
自由现金流率AMHCR
| Q1 26 | — | -5.8% | ||
| Q4 25 | 181.0% | 33.7% | ||
| Q3 25 | 44.8% | 19.8% | ||
| Q2 25 | 56.3% | 15.4% | ||
| Q1 25 | 47.0% | -10.8% | ||
| Q4 24 | 178.1% | 34.6% | ||
| Q3 24 | 50.6% | 12.3% | ||
| Q2 24 | 62.2% | 8.4% |
资本支出强度AMHCR
| Q1 26 | — | 1.5% | ||
| Q4 25 | 8.9% | 1.7% | ||
| Q3 25 | 1.8% | 2.3% | ||
| Q2 25 | 3.1% | 2.8% | ||
| Q1 25 | 1.6% | 2.5% | ||
| Q4 24 | 7.8% | 2.5% | ||
| Q3 24 | 1.9% | 1.5% | ||
| Q2 24 | 2.5% | 1.3% |
现金转化率AMHCR
| Q1 26 | — | — | ||
| Q4 25 | 5.99× | 2.52× | ||
| Q3 25 | 1.91× | 1.42× | ||
| Q2 25 | 2.20× | 1.22× | ||
| Q1 25 | 1.74× | -0.43× | ||
| Q4 24 | 5.64× | 2.49× | ||
| Q3 24 | 2.67× | 0.98× | ||
| Q2 24 | 2.52× | 0.72× |
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
CR
| Process Flow Technologies | $378.1M | 54% |
| Aerospace & Advanced Technologies | $318.3M | 46% |
