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American Homes 4 Rent（AMH）与IES Holdings, Inc.（IESC）财务数据对比。点击上方公司名可切换其他公司
IES Holdings, Inc.的季度营收约是American Homes 4 Rent的1.9倍（$871.0M vs $455.0M），American Homes 4 Rent净利率更高（31.7% vs 10.5%，领先21.2%），IES Holdings, Inc.同比增速更快（16.2% vs 4.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $-18.9M），过去两年IES Holdings, Inc.的营收复合增速更高（11.1% 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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
AMH vs IESC — 直观对比
营收规模更大
IESC
是对方的1.9倍
$455.0M
营收增速更快
IESC
高出12.0%
4.2%
净利率更高
AMH
高出21.2%
10.5%
自由现金流更多
AMH
多$842.6M
$-18.9M
两年增速更快
IESC
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $871.0M |
| 净利润 | $144.3M | $91.8M |
| 毛利率 | — | 25.3% |
| 营业利润率 | — | 11.2% |
| 净利率 | 31.7% | 10.5% |
| 营收同比 | 4.2% | 16.2% |
| 净利润同比 | 0.3% | 59.1% |
| 每股收益（稀释后） | $0.33 | $4.51 |
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AMHIESC
| Q4 25 | $455.0M | $871.0M | ||
| Q3 25 | $478.5M | $897.8M | ||
| Q2 25 | $457.5M | $890.2M | ||
| Q1 25 | $459.3M | $834.0M | ||
| Q4 24 | $436.6M | $749.5M | ||
| Q3 24 | $445.1M | $775.8M | ||
| Q2 24 | $423.5M | $768.4M | ||
| Q1 24 | $423.6M | $705.7M |
净利润AMHIESC
| Q4 25 | $144.3M | $91.8M | ||
| Q3 25 | $116.8M | $102.3M | ||
| Q2 25 | $123.6M | $79.3M | ||
| Q1 25 | $128.7M | $72.6M | ||
| Q4 24 | $143.9M | $57.7M | ||
| Q3 24 | $87.6M | $65.5M | ||
| Q2 24 | $108.5M | $66.6M | ||
| Q1 24 | $128.1M | $56.8M |
毛利率AMHIESC
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.0% | ||
| Q2 25 | — | 26.9% | ||
| Q1 25 | — | 25.0% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% | ||
| Q1 24 | — | 24.3% |
营业利润率AMHIESC
| Q4 25 | — | 11.2% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | — | 12.6% | ||
| Q1 25 | — | 11.1% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 9.7% | ||
| Q2 24 | — | 11.7% | ||
| Q1 24 | — | 11.0% |
净利率AMHIESC
| Q4 25 | 31.7% | 10.5% | ||
| Q3 25 | 24.4% | 11.4% | ||
| Q2 25 | 27.0% | 8.9% | ||
| Q1 25 | 28.0% | 8.7% | ||
| Q4 24 | 33.0% | 7.7% | ||
| Q3 24 | 19.7% | 8.4% | ||
| Q2 24 | 25.6% | 8.7% | ||
| Q1 24 | 30.2% | 8.0% |
每股收益（稀释后）AMHIESC
| Q4 25 | $0.33 | $4.51 | ||
| Q3 25 | $0.27 | $4.99 | ||
| Q2 25 | $0.28 | $3.81 | ||
| Q1 25 | $0.30 | $3.50 | ||
| Q4 24 | $0.33 | $2.72 | ||
| Q3 24 | $0.20 | $3.06 | ||
| Q2 24 | $0.25 | $2.67 | ||
| Q1 24 | $0.30 | $2.29 |
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 | $258.7M |
| 总债务越低越好 | $5.1B | — |
| 股东权益账面价值 | $7.0B | $961.1M |
| 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AMHIESC
| Q4 25 | $108.5M | $258.7M | ||
| Q3 25 | $45.6M | $231.8M | ||
| Q2 25 | $323.3M | $168.3M | ||
| Q1 25 | $69.7M | $88.3M | ||
| Q4 24 | $199.4M | $112.0M | ||
| Q3 24 | $162.5M | $135.8M | ||
| Q2 24 | $718.4M | $44.9M | ||
| Q1 24 | $124.8M | $106.0M |
总债务AMHIESC
| 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AMHIESC
| Q4 25 | $7.0B | $961.1M | ||
| Q3 25 | $7.2B | $884.0M | ||
| Q2 25 | $7.2B | $781.4M | ||
| Q1 25 | $7.2B | $705.8M | ||
| Q4 24 | $7.2B | $652.4M | ||
| Q3 24 | $7.0B | $611.1M | ||
| Q2 24 | $7.0B | $567.5M | ||
| Q1 24 | $7.0B | $534.8M |
总资产AMHIESC
| Q4 25 | $13.2B | $1.7B | ||
| Q3 25 | $13.3B | $1.6B | ||
| Q2 25 | $13.6B | $1.5B | ||
| Q1 25 | $13.3B | $1.4B | ||
| Q4 24 | $13.4B | $1.3B | ||
| Q3 24 | $12.8B | $1.2B | ||
| Q2 24 | $13.3B | $1.2B | ||
| Q1 24 | $12.8B | $1.1B |
负债/权益比AMHIESC
| 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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $-18.9M |
| 自由现金流率自由现金流/营收 | 181.0% | -2.2% |
| 资本支出强度资本支出/营收 | 8.9% | 5.3% |
| 现金转化率经营现金流/净利润 | 5.99× | 0.30× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $175.9M |
8季度趋势，按日历期对齐
经营现金流AMHIESC
| Q4 25 | $864.3M | $27.7M | ||
| Q3 25 | $223.3M | $132.0M | ||
| Q2 25 | $271.9M | $92.0M | ||
| Q1 25 | $223.4M | $24.8M | ||
| Q4 24 | $811.5M | $37.3M | ||
| Q3 24 | $233.6M | $92.8M | ||
| Q2 24 | $274.0M | $82.9M | ||
| Q1 24 | $201.8M | $33.7M |
自由现金流AMHIESC
| Q4 25 | $823.7M | $-18.9M | ||
| Q3 25 | $214.5M | $112.0M | ||
| Q2 25 | $257.7M | $74.8M | ||
| Q1 25 | $215.9M | $7.9M | ||
| Q4 24 | $777.5M | $24.1M | ||
| Q3 24 | $225.3M | $78.5M | ||
| Q2 24 | $263.3M | $65.4M | ||
| Q1 24 | $191.0M | $26.9M |
自由现金流率AMHIESC
| Q4 25 | 181.0% | -2.2% | ||
| Q3 25 | 44.8% | 12.5% | ||
| Q2 25 | 56.3% | 8.4% | ||
| Q1 25 | 47.0% | 0.9% | ||
| Q4 24 | 178.1% | 3.2% | ||
| Q3 24 | 50.6% | 10.1% | ||
| Q2 24 | 62.2% | 8.5% | ||
| Q1 24 | 45.1% | 3.8% |
资本支出强度AMHIESC
| Q4 25 | 8.9% | 5.3% | ||
| Q3 25 | 1.8% | 2.2% | ||
| Q2 25 | 3.1% | 1.9% | ||
| Q1 25 | 1.6% | 2.0% | ||
| Q4 24 | 7.8% | 1.8% | ||
| Q3 24 | 1.9% | 1.8% | ||
| Q2 24 | 2.5% | 2.3% | ||
| Q1 24 | 2.6% | 1.0% |
现金转化率AMHIESC
| Q4 25 | 5.99× | 0.30× | ||
| Q3 25 | 1.91× | 1.29× | ||
| Q2 25 | 2.20× | 1.16× | ||
| Q1 25 | 1.74× | 0.34× | ||
| Q4 24 | 5.64× | 0.65× | ||
| Q3 24 | 2.67× | 1.42× | ||
| Q2 24 | 2.52× | 1.24× | ||
| Q1 24 | 1.58× | 0.59× |
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
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
