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American Homes 4 Rent（AMH）与J&J SNACK FOODS CORP（JJSF）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J&J SNACK FOODS CORP的1.3倍（$455.0M vs $343.8M），American Homes 4 Rent净利率更高（31.7% vs 0.3%，领先31.4%），American Homes 4 Rent同比增速更快（4.2% vs -5.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $17.0M），过去两年American Homes 4 Rent的营收复合增速更高（3.6% vs -2.2%）
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。
强生休闲食品公司（J&J Snack Foods Corp.）是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商，总部位于新泽西州芒特劳雷尔，在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施，于纳斯达克全球精选市场上市，业务覆盖国内外市场。
AMH vs JJSF — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $343.8M |
| 净利润 | $144.3M | $883.0K |
| 毛利率 | — | 27.9% |
| 营业利润率 | — | 0.2% |
| 净利率 | 31.7% | 0.3% |
| 营收同比 | 4.2% | -5.2% |
| 净利润同比 | 0.3% | -82.8% |
| 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
| Q4 25 | $455.0M | $343.8M | ||
| Q3 25 | $478.5M | $410.2M | ||
| Q2 25 | $457.5M | $454.3M | ||
| Q1 25 | $459.3M | $356.1M | ||
| Q4 24 | $436.6M | $362.6M | ||
| Q3 24 | $445.1M | $426.8M | ||
| Q2 24 | $423.5M | $440.0M | ||
| Q1 24 | $423.6M | $359.7M |
| Q4 25 | $144.3M | $883.0K | ||
| Q3 25 | $116.8M | $11.4M | ||
| Q2 25 | $123.6M | $44.2M | ||
| Q1 25 | $128.7M | $4.8M | ||
| Q4 24 | $143.9M | $5.1M | ||
| Q3 24 | $87.6M | $29.6M | ||
| Q2 24 | $108.5M | $36.3M | ||
| Q1 24 | $128.1M | $13.3M |
| Q4 25 | — | 27.9% | ||
| Q3 25 | — | 31.7% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | 26.9% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | — | 31.8% | ||
| Q2 24 | — | 33.6% | ||
| Q1 24 | — | 30.1% |
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 13.3% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 9.3% | ||
| Q2 24 | — | 11.4% | ||
| Q1 24 | — | 5.0% |
| Q4 25 | 31.7% | 0.3% | ||
| Q3 25 | 24.4% | 2.8% | ||
| Q2 25 | 27.0% | 9.7% | ||
| Q1 25 | 28.0% | 1.4% | ||
| Q4 24 | 33.0% | 1.4% | ||
| Q3 24 | 19.7% | 6.9% | ||
| Q2 24 | 25.6% | 8.3% | ||
| Q1 24 | 30.2% | 3.7% |
| Q4 25 | $0.33 | $0.05 | ||
| Q3 25 | $0.27 | $0.59 | ||
| Q2 25 | $0.28 | $2.26 | ||
| Q1 25 | $0.30 | $0.25 | ||
| Q4 24 | $0.33 | $0.26 | ||
| Q3 24 | $0.20 | $1.52 | ||
| Q2 24 | $0.25 | $1.87 | ||
| Q1 24 | $0.30 | $0.69 |
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 | $66.8M |
| 总债务越低越好 | $5.1B | — |
| 股东权益账面价值 | $7.0B | $912.9M |
| 总资产 | $13.2B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.72× | — |
8季度趋势，按日历期对齐
| Q4 25 | $108.5M | $66.8M | ||
| Q3 25 | $45.6M | $105.9M | ||
| Q2 25 | $323.3M | $77.4M | ||
| Q1 25 | $69.7M | $48.5M | ||
| Q4 24 | $199.4M | $73.6M | ||
| Q3 24 | $162.5M | $73.4M | ||
| Q2 24 | $718.4M | $64.0M | ||
| Q1 24 | $124.8M | $43.6M |
| 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 | — |
| Q4 25 | $7.0B | $912.9M | ||
| Q3 25 | $7.2B | $966.7M | ||
| Q2 25 | $7.2B | $969.9M | ||
| Q1 25 | $7.2B | $935.0M | ||
| Q4 24 | $7.2B | $946.8M | ||
| Q3 24 | $7.0B | $957.0M | ||
| Q2 24 | $7.0B | $937.9M | ||
| Q1 24 | $7.0B | $915.7M |
| Q4 25 | $13.2B | $1.3B | ||
| Q3 25 | $13.3B | $1.4B | ||
| Q2 25 | $13.6B | $1.4B | ||
| Q1 25 | $13.3B | $1.4B | ||
| Q4 24 | $13.4B | $1.3B | ||
| Q3 24 | $12.8B | $1.4B | ||
| Q2 24 | $13.3B | $1.4B | ||
| Q1 24 | $12.8B | $1.3B |
| 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 | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $17.0M |
| 自由现金流率自由现金流/营收 | 181.0% | 4.9% |
| 资本支出强度资本支出/营收 | 8.9% | 5.5% |
| 现金转化率经营现金流/净利润 | 5.99× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $83.1M |
8季度趋势，按日历期对齐
| Q4 25 | $864.3M | $36.0M | ||
| Q3 25 | $223.3M | $66.4M | ||
| Q2 25 | $271.9M | $51.2M | ||
| Q1 25 | $223.4M | $12.3M | ||
| Q4 24 | $811.5M | $35.2M | ||
| Q3 24 | $233.6M | $46.3M | ||
| Q2 24 | $274.0M | $65.0M | ||
| Q1 24 | $201.8M | $12.7M |
| Q4 25 | $823.7M | $17.0M | ||
| Q3 25 | $214.5M | $44.8M | ||
| Q2 25 | $257.7M | $28.5M | ||
| Q1 25 | $215.9M | $-7.2M | ||
| Q4 24 | $777.5M | $16.1M | ||
| Q3 24 | $225.3M | $29.1M | ||
| Q2 24 | $263.3M | $45.3M | ||
| Q1 24 | $191.0M | $-4.0M |
| Q4 25 | 181.0% | 4.9% | ||
| Q3 25 | 44.8% | 10.9% | ||
| Q2 25 | 56.3% | 6.3% | ||
| Q1 25 | 47.0% | -2.0% | ||
| Q4 24 | 178.1% | 4.4% | ||
| Q3 24 | 50.6% | 6.8% | ||
| Q2 24 | 62.2% | 10.3% | ||
| Q1 24 | 45.1% | -1.1% |
| Q4 25 | 8.9% | 5.5% | ||
| Q3 25 | 1.8% | 5.3% | ||
| Q2 25 | 3.1% | 5.0% | ||
| Q1 25 | 1.6% | 5.5% | ||
| Q4 24 | 7.8% | 5.3% | ||
| Q3 24 | 1.9% | 4.0% | ||
| Q2 24 | 2.5% | 4.5% | ||
| Q1 24 | 2.6% | 4.6% |
| Q4 25 | 5.99× | 40.73× | ||
| Q3 25 | 1.91× | 5.84× | ||
| Q2 25 | 2.20× | 1.16× | ||
| Q1 25 | 1.74× | 2.55× | ||
| Q4 24 | 5.64× | 6.84× | ||
| Q3 24 | 2.67× | 1.56× | ||
| Q2 24 | 2.52× | 1.79× | ||
| Q1 24 | 1.58× | 0.96× |
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
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
