vs
American Homes 4 Rent（AMH）与丽思卡尔顿酒店集团（INN）财务数据对比。点击上方公司名可切换其他公司
American Homes 4 Rent的季度营收约是丽思卡尔顿酒店集团的2.6倍（$455.0M vs $175.0M）。American Homes 4 Rent净利率更高（31.7% vs -1.5%，领先33.2%）。American Homes 4 Rent同比增速更快（4.2% vs 1.2%）。American Homes 4 Rent自由现金流更多（$135.5M vs $9.5M）。过去两年American Homes 4 Rent的营收复合增速更高（3.6% 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。
丽思卡尔顿酒店集团是源自美国的跨国豪华连锁酒店品牌，主打高端奢华住宿体验，目前在全球30个国家和地区运营着108家豪华酒店及度假村，共计拥有超过2.9万间客房，另有46家合计近9千间客房的项目正在筹备规划中。
AMH vs INN — 直观对比
营收规模更大
AMH
是对方的2.6倍
$175.0M
营收增速更快
AMH
高出3.0%
1.2%
净利率更高
AMH
高出33.2%
-1.5%
自由现金流更多
AMH
多$126.0M
$9.5M
两年增速更快
AMH
近两年复合增速
-3.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $175.0M |
| 净利润 | $144.3M | $-2.6M |
| 毛利率 | — | — |
| 营业利润率 | — | 8.3% |
| 净利率 | 31.7% | -1.5% |
| 营收同比 | 4.2% | 1.2% |
| 净利润同比 | 0.3% | -381.3% |
| 每股收益（稀释后） | $0.33 | $-0.05 |
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AMHINN
| Q4 25 | $455.0M | $175.0M | ||
| Q3 25 | $478.5M | $177.1M | ||
| Q2 25 | $457.5M | $192.9M | ||
| Q1 25 | $459.3M | $184.5M | ||
| Q4 24 | $436.6M | $172.9M | ||
| Q3 24 | $445.1M | $176.8M | ||
| Q2 24 | $423.5M | $193.9M | ||
| Q1 24 | $423.6M | $188.1M |
净利润AMHINN
| Q4 25 | $144.3M | $-2.6M | ||
| Q3 25 | $116.8M | $-11.8M | ||
| Q2 25 | $123.6M | $2.0M | ||
| Q1 25 | $128.7M | $623.0K | ||
| Q4 24 | $143.9M | $916.0K | ||
| Q3 24 | $87.6M | $-3.6M | ||
| Q2 24 | $108.5M | $38.7M | ||
| Q1 24 | $128.1M | $2.8M |
营业利润率AMHINN
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 10.7% | ||
| Q4 24 | — | 4.6% | ||
| Q3 24 | — | 8.9% | ||
| Q2 24 | — | 29.0% | ||
| Q1 24 | — | 12.5% |
净利率AMHINN
| Q4 25 | 31.7% | -1.5% | ||
| Q3 25 | 24.4% | -6.6% | ||
| Q2 25 | 27.0% | 1.1% | ||
| Q1 25 | 28.0% | 0.3% | ||
| Q4 24 | 33.0% | 0.5% | ||
| Q3 24 | 19.7% | -2.0% | ||
| Q2 24 | 25.6% | 20.0% | ||
| Q1 24 | 30.2% | 1.5% |
每股收益（稀释后）AMHINN
| Q4 25 | $0.33 | $-0.05 | ||
| Q3 25 | $0.27 | $-0.11 | ||
| Q2 25 | $0.28 | $-0.02 | ||
| Q1 25 | $0.30 | $-0.04 | ||
| Q4 24 | $0.33 | $0.05 | ||
| Q3 24 | $0.20 | $-0.04 | ||
| Q2 24 | $0.25 | $0.23 | ||
| Q1 24 | $0.30 | $-0.02 |
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 | $36.1M |
| 总债务越低越好 | $5.1B | $1.4B |
| 股东权益账面价值 | $7.0B | $862.2M |
| 总资产 | $13.2B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.72× | 1.62× |
8季度趋势，按日历期对齐
现金及短期投资AMHINN
| Q4 25 | $108.5M | $36.1M | ||
| Q3 25 | $45.6M | $41.1M | ||
| Q2 25 | $323.3M | $39.5M | ||
| Q1 25 | $69.7M | $48.2M | ||
| Q4 24 | $199.4M | $40.6M | ||
| Q3 24 | $162.5M | $51.7M | ||
| Q2 24 | $718.4M | $45.9M | ||
| Q1 24 | $124.8M | $63.4M |
总债务AMHINN
| Q4 25 | $5.1B | $1.4B | ||
| Q3 25 | $4.8B | $1.4B | ||
| Q2 25 | $5.2B | $1.4B | ||
| Q1 25 | $4.9B | $1.4B | ||
| Q4 24 | $5.0B | $1.4B | ||
| Q3 24 | $4.5B | $1.3B | ||
| Q2 24 | $5.0B | $1.3B | ||
| Q1 24 | $4.5B | $1.5B |
股东权益AMHINN
| Q4 25 | $7.0B | $862.2M | ||
| Q3 25 | $7.2B | $875.8M | ||
| Q2 25 | $7.2B | $895.1M | ||
| Q1 25 | $7.2B | $920.4M | ||
| Q4 24 | $7.2B | $909.5M | ||
| Q3 24 | $7.0B | $911.4M | ||
| Q2 24 | $7.0B | $931.9M | ||
| Q1 24 | $7.0B | $907.8M |
总资产AMHINN
| Q4 25 | $13.2B | $2.8B | ||
| Q3 25 | $13.3B | $2.8B | ||
| Q2 25 | $13.6B | $2.9B | ||
| Q1 25 | $13.3B | $2.9B | ||
| Q4 24 | $13.4B | $2.9B | ||
| Q3 24 | $12.8B | $2.8B | ||
| Q2 24 | $13.3B | $2.9B | ||
| Q1 24 | $12.8B | $3.0B |
负债/权益比AMHINN
| Q4 25 | 0.72× | 1.62× | ||
| Q3 25 | 0.68× | 1.62× | ||
| Q2 25 | 0.72× | 1.59× | ||
| Q1 25 | 0.69× | 1.54× | ||
| Q4 24 | 0.70× | 1.54× | ||
| Q3 24 | 0.64× | 1.47× | ||
| Q2 24 | 0.71× | 1.44× | ||
| Q1 24 | 0.64× | 1.60× |
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 | $145.8M | $28.5M |
| 自由现金流经营现金流 - 资本支出 | $135.5M | $9.5M |
| 自由现金流率自由现金流/营收 | 29.8% | 5.4% |
| 资本支出强度资本支出/营收 | 2.3% | 10.9% |
| 现金转化率经营现金流/净利润 | 1.01× | — |
| 过去12个月自由现金流最近4个季度 | $823.7M | $73.6M |
8季度趋势，按日历期对齐
经营现金流AMHINN
| Q4 25 | $145.8M | $28.5M | ||
| Q3 25 | $223.3M | $45.8M | ||
| Q2 25 | $271.9M | $48.8M | ||
| Q1 25 | $223.4M | $25.9M | ||
| Q4 24 | $102.2M | $32.2M | ||
| Q3 24 | $233.6M | $55.7M | ||
| Q2 24 | $274.0M | $50.3M | ||
| Q1 24 | $201.8M | $28.1M |
自由现金流AMHINN
| Q4 25 | $135.5M | $9.5M | ||
| Q3 25 | $214.5M | $24.0M | ||
| Q2 25 | $257.7M | $30.0M | ||
| Q1 25 | $215.9M | $10.1M | ||
| Q4 24 | $97.9M | $4.4M | ||
| Q3 24 | $225.3M | $33.1M | ||
| Q2 24 | $263.3M | $29.4M | ||
| Q1 24 | $191.0M | $10.0M |
自由现金流率AMHINN
| Q4 25 | 29.8% | 5.4% | ||
| Q3 25 | 44.8% | 13.5% | ||
| Q2 25 | 56.3% | 15.5% | ||
| Q1 25 | 47.0% | 5.5% | ||
| Q4 24 | 22.4% | 2.5% | ||
| Q3 24 | 50.6% | 18.7% | ||
| Q2 24 | 62.2% | 15.2% | ||
| Q1 24 | 45.1% | 5.3% |
资本支出强度AMHINN
| Q4 25 | 2.3% | 10.9% | ||
| Q3 25 | 1.8% | 12.3% | ||
| Q2 25 | 3.1% | 9.8% | ||
| Q1 25 | 1.6% | 8.5% | ||
| Q4 24 | 1.0% | 16.1% | ||
| Q3 24 | 1.9% | 12.7% | ||
| Q2 24 | 2.5% | 10.8% | ||
| Q1 24 | 2.6% | 9.6% |
现金转化率AMHINN
| Q4 25 | 1.01× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | 23.97× | ||
| Q1 25 | 1.74× | 41.49× | ||
| Q4 24 | 0.71× | 35.14× | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | 1.30× | ||
| Q1 24 | 1.58× | 9.94× |
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
INN
| Occupancy | $153.1M | 88% |
| Food And Beverage | $11.0M | 6% |
| Other | $10.8M | 6% |
