vs
American Homes 4 Rent（AMH）与ESCO TECHNOLOGIES INC（ESE）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ESCO TECHNOLOGIES INC的1.6倍（$455.0M vs $289.7M），American Homes 4 Rent净利率更高（31.7% vs 9.9%，领先21.8%），ESCO TECHNOLOGIES INC同比增速更快（17.3% vs 4.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $63.0M），过去两年ESCO TECHNOLOGIES INC的营收复合增速更高（7.8% 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。
ESCO是来自新加坡的品牌，专注于实验室领域相关产品及服务的研发、生产与销售，可为各类科研、检测及工业实验室提供适配的产品解决方案与配套支持，产品广泛应用于生命科学、医疗健康、工业检测等多个领域。
AMH vs ESE — 直观对比
营收规模更大
AMH
是对方的1.6倍
$289.7M
营收增速更快
ESE
高出13.0%
4.2%
净利率更高
AMH
高出21.8%
9.9%
自由现金流更多
AMH
多$760.7M
$63.0M
两年增速更快
ESE
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $289.7M |
| 净利润 | $144.3M | $28.7M |
| 毛利率 | — | 41.4% |
| 营业利润率 | — | 13.2% |
| 净利率 | 31.7% | 9.9% |
| 营收同比 | 4.2% | 17.3% |
| 净利润同比 | 0.3% | 22.2% |
| 每股收益（稀释后） | $0.33 | $1.11 |
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AMHESE
| Q4 25 | $455.0M | $289.7M | ||
| Q3 25 | $478.5M | $286.5M | ||
| Q2 25 | $457.5M | $296.3M | ||
| Q1 25 | $459.3M | $265.5M | ||
| Q4 24 | $436.6M | $247.0M | ||
| Q3 24 | $445.1M | $298.5M | ||
| Q2 24 | $423.5M | $260.8M | ||
| Q1 24 | $423.6M | $249.1M |
净利润AMHESE
| Q4 25 | $144.3M | $28.7M | ||
| Q3 25 | $116.8M | $218.7M | ||
| Q2 25 | $123.6M | $26.1M | ||
| Q1 25 | $128.7M | $31.0M | ||
| Q4 24 | $143.9M | $23.5M | ||
| Q3 24 | $87.6M | $34.3M | ||
| Q2 24 | $108.5M | $29.2M | ||
| Q1 24 | $128.1M | $23.2M |
毛利率AMHESE
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 45.9% | ||
| Q2 25 | — | 41.2% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 39.8% | ||
| Q3 24 | — | 40.1% | ||
| Q2 24 | — | 39.6% | ||
| Q1 24 | — | 38.8% |
营业利润率AMHESE
| Q4 25 | — | 13.2% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | — | 11.2% | ||
| Q1 25 | — | 15.3% | ||
| Q4 24 | — | 11.4% | ||
| Q3 24 | — | 14.8% | ||
| Q2 24 | — | 14.3% | ||
| Q1 24 | — | 11.7% |
净利率AMHESE
| Q4 25 | 31.7% | 9.9% | ||
| Q3 25 | 24.4% | 76.3% | ||
| Q2 25 | 27.0% | 8.8% | ||
| Q1 25 | 28.0% | 11.7% | ||
| Q4 24 | 33.0% | 9.5% | ||
| Q3 24 | 19.7% | 11.5% | ||
| Q2 24 | 25.6% | 11.2% | ||
| Q1 24 | 30.2% | 9.3% |
每股收益（稀释后）AMHESE
| Q4 25 | $0.33 | $1.11 | ||
| Q3 25 | $0.27 | $8.43 | ||
| Q2 25 | $0.28 | $1.01 | ||
| Q1 25 | $0.30 | $1.20 | ||
| Q4 24 | $0.33 | $0.91 | ||
| Q3 24 | $0.20 | $1.32 | ||
| Q2 24 | $0.25 | $1.13 | ||
| Q1 24 | $0.30 | $0.90 |
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 | $103.8M |
| 总债务越低越好 | $5.1B | $145.5M |
| 股东权益账面价值 | $7.0B | $1.6B |
| 总资产 | $13.2B | $2.4B |
| 负债/权益比越低杠杆越低 | 0.72× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资AMHESE
| Q4 25 | $108.5M | $103.8M | ||
| Q3 25 | $45.6M | $101.3M | ||
| Q2 25 | $323.3M | $78.7M | ||
| Q1 25 | $69.7M | $57.4M | ||
| Q4 24 | $199.4M | $71.3M | ||
| Q3 24 | $162.5M | $66.0M | ||
| Q2 24 | $718.4M | $63.0M | ||
| Q1 24 | $124.8M | $59.4M |
总债务AMHESE
| Q4 25 | $5.1B | $145.5M | ||
| Q3 25 | $4.8B | $186.0M | ||
| Q2 25 | $5.2B | $525.0M | ||
| Q1 25 | $4.9B | $88.0M | ||
| Q4 24 | $5.0B | $112.0M | ||
| Q3 24 | $4.5B | $122.0M | ||
| Q2 24 | $5.0B | $173.0M | ||
| Q1 24 | $4.5B | $191.0M |
股东权益AMHESE
| Q4 25 | $7.0B | $1.6B | ||
| Q3 25 | $7.2B | $1.5B | ||
| Q2 25 | $7.2B | $1.3B | ||
| Q1 25 | $7.2B | $1.3B | ||
| Q4 24 | $7.2B | $1.2B | ||
| Q3 24 | $7.0B | $1.2B | ||
| Q2 24 | $7.0B | $1.2B | ||
| Q1 24 | $7.0B | $1.2B |
总资产AMHESE
| Q4 25 | $13.2B | $2.4B | ||
| Q3 25 | $13.3B | $2.4B | ||
| Q2 25 | $13.6B | $2.5B | ||
| Q1 25 | $13.3B | $1.8B | ||
| Q4 24 | $13.4B | $1.8B | ||
| Q3 24 | $12.8B | $1.8B | ||
| Q2 24 | $13.3B | $1.8B | ||
| Q1 24 | $12.8B | $1.8B |
负债/权益比AMHESE
| Q4 25 | 0.72× | 0.09× | ||
| Q3 25 | 0.68× | 0.12× | ||
| Q2 25 | 0.72× | 0.40× | ||
| Q1 25 | 0.69× | 0.07× | ||
| Q4 24 | 0.70× | 0.09× | ||
| Q3 24 | 0.64× | 0.10× | ||
| Q2 24 | 0.71× | 0.14× | ||
| Q1 24 | 0.64× | 0.16× |
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 | $68.9M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $63.0M |
| 自由现金流率自由现金流/营收 | 181.0% | 21.7% |
| 资本支出强度资本支出/营收 | 8.9% | 2.0% |
| 现金转化率经营现金流/净利润 | 5.99× | 2.40× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $239.6M |
8季度趋势，按日历期对齐
经营现金流AMHESE
| Q4 25 | $864.3M | $68.9M | ||
| Q3 25 | $223.3M | $109.9M | ||
| Q2 25 | $271.9M | $73.7M | ||
| Q1 25 | $223.4M | $24.1M | ||
| Q4 24 | $811.5M | $34.2M | ||
| Q3 24 | $233.6M | $72.1M | ||
| Q2 24 | $274.0M | $36.2M | ||
| Q1 24 | $201.8M | $10.5M |
自由现金流AMHESE
| Q4 25 | $823.7M | $63.0M | ||
| Q3 25 | $214.5M | $97.8M | ||
| Q2 25 | $257.7M | $64.9M | ||
| Q1 25 | $215.9M | $14.0M | ||
| Q4 24 | $777.5M | $29.0M | ||
| Q3 24 | $225.3M | $60.9M | ||
| Q2 24 | $263.3M | $27.6M | ||
| Q1 24 | $191.0M | $2.0M |
自由现金流率AMHESE
| Q4 25 | 181.0% | 21.7% | ||
| Q3 25 | 44.8% | 34.1% | ||
| Q2 25 | 56.3% | 21.9% | ||
| Q1 25 | 47.0% | 5.3% | ||
| Q4 24 | 178.1% | 11.7% | ||
| Q3 24 | 50.6% | 20.4% | ||
| Q2 24 | 62.2% | 10.6% | ||
| Q1 24 | 45.1% | 0.8% |
资本支出强度AMHESE
| Q4 25 | 8.9% | 2.0% | ||
| Q3 25 | 1.8% | 4.2% | ||
| Q2 25 | 3.1% | 3.0% | ||
| Q1 25 | 1.6% | 3.8% | ||
| Q4 24 | 7.8% | 2.1% | ||
| Q3 24 | 1.9% | 3.8% | ||
| Q2 24 | 2.5% | 3.3% | ||
| Q1 24 | 2.6% | 3.4% |
现金转化率AMHESE
| Q4 25 | 5.99× | 2.40× | ||
| Q3 25 | 1.91× | 0.50× | ||
| Q2 25 | 2.20× | 2.83× | ||
| Q1 25 | 1.74× | 0.78× | ||
| Q4 24 | 5.64× | 1.46× | ||
| Q3 24 | 2.67× | 2.10× | ||
| Q2 24 | 2.52× | 1.24× | ||
| Q1 24 | 1.58× | 0.45× |
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
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
