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American Homes 4 Rent（AMH）与Kosmos Energy Ltd.（KOS）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Kosmos Energy Ltd.的1.5倍（$455.0M vs $294.6M），American Homes 4 Rent同比增速更快（4.2% vs -25.9%），过去两年American Homes 4 Rent的营收复合增速更高（3.6% vs -16.5%）
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。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
AMH vs KOS — 直观对比
营收规模更大
AMH
是对方的1.5倍
$294.6M
营收增速更快
AMH
高出30.1%
-25.9%
两年增速更快
AMH
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $294.6M |
| 净利润 | $144.3M | — |
| 毛利率 | — | — |
| 营业利润率 | — | -125.7% |
| 净利率 | 31.7% | — |
| 营收同比 | 4.2% | -25.9% |
| 净利润同比 | 0.3% | — |
| 每股收益（稀释后） | $0.33 | $-0.80 |
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AMHKOS
| Q4 25 | $455.0M | $294.6M | ||
| Q3 25 | $478.5M | $311.0M | ||
| Q2 25 | $457.5M | $392.6M | ||
| Q1 25 | $459.3M | $290.1M | ||
| Q4 24 | $436.6M | $397.6M | ||
| Q3 24 | $445.1M | $407.8M | ||
| Q2 24 | $423.5M | $447.8M | ||
| Q1 24 | $423.6M | $422.3M |
净利润AMHKOS
| Q4 25 | $144.3M | — | ||
| Q3 25 | $116.8M | $-124.3M | ||
| Q2 25 | $123.6M | $-87.7M | ||
| Q1 25 | $128.7M | $-110.6M | ||
| Q4 24 | $143.9M | — | ||
| Q3 24 | $87.6M | $45.0M | ||
| Q2 24 | $108.5M | $59.8M | ||
| Q1 24 | $128.1M | $91.7M |
营业利润率AMHKOS
| Q4 25 | — | -125.7% | ||
| Q3 25 | — | -34.2% | ||
| Q2 25 | — | -16.2% | ||
| Q1 25 | — | -32.4% | ||
| Q4 24 | — | -8.5% | ||
| Q3 24 | — | 26.1% | ||
| Q2 24 | — | 30.2% | ||
| Q1 24 | — | 33.6% |
净利率AMHKOS
| Q4 25 | 31.7% | — | ||
| Q3 25 | 24.4% | -40.0% | ||
| Q2 25 | 27.0% | -22.3% | ||
| Q1 25 | 28.0% | -38.1% | ||
| Q4 24 | 33.0% | — | ||
| Q3 24 | 19.7% | 11.0% | ||
| Q2 24 | 25.6% | 13.3% | ||
| Q1 24 | 30.2% | 21.7% |
每股收益（稀释后）AMHKOS
| Q4 25 | $0.33 | $-0.80 | ||
| Q3 25 | $0.27 | $-0.26 | ||
| Q2 25 | $0.28 | $-0.18 | ||
| Q1 25 | $0.30 | $-0.23 | ||
| Q4 24 | $0.33 | $0.00 | ||
| Q3 24 | $0.20 | $0.09 | ||
| Q2 24 | $0.25 | $0.12 | ||
| Q1 24 | $0.30 | $0.19 |
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 | $91.5M |
| 总债务越低越好 | $5.1B | $3.1B |
| 股东权益账面价值 | $7.0B | $528.6M |
| 总资产 | $13.2B | $4.7B |
| 负债/权益比越低杠杆越低 | 0.72× | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资AMHKOS
| Q4 25 | $108.5M | $91.5M | ||
| Q3 25 | $45.6M | $64.0M | ||
| Q2 25 | $323.3M | $51.7M | ||
| Q1 25 | $69.7M | $49.8M | ||
| Q4 24 | $199.4M | $85.0M | ||
| Q3 24 | $162.5M | $51.6M | ||
| Q2 24 | $718.4M | $173.8M | ||
| Q1 24 | $124.8M | $254.3M |
总债务AMHKOS
| Q4 25 | $5.1B | $3.1B | ||
| Q3 25 | $4.8B | $3.0B | ||
| Q2 25 | $5.2B | $2.9B | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | $2.7B | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | — |
股东权益AMHKOS
| Q4 25 | $7.0B | $528.6M | ||
| Q3 25 | $7.2B | $898.8M | ||
| Q2 25 | $7.2B | $1.0B | ||
| Q1 25 | $7.2B | $1.1B | ||
| Q4 24 | $7.2B | $1.2B | ||
| Q3 24 | $7.0B | $1.2B | ||
| Q2 24 | $7.0B | $1.1B | ||
| Q1 24 | $7.0B | $1.1B |
总资产AMHKOS
| Q4 25 | $13.2B | $4.7B | ||
| Q3 25 | $13.3B | $5.1B | ||
| Q2 25 | $13.6B | $5.2B | ||
| Q1 25 | $13.3B | $5.3B | ||
| Q4 24 | $13.4B | $5.3B | ||
| Q3 24 | $12.8B | $5.5B | ||
| Q2 24 | $13.3B | $5.4B | ||
| Q1 24 | $12.8B | $5.4B |
负债/权益比AMHKOS
| Q4 25 | 0.72× | 5.78× | ||
| Q3 25 | 0.68× | 3.31× | ||
| Q2 25 | 0.72× | 2.80× | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | 2.29× | ||
| 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 | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | — |
| 自由现金流率自由现金流/营收 | 181.0% | — |
| 资本支出强度资本支出/营收 | 8.9% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AMHKOS
| Q4 25 | $864.3M | $35.3M | ||
| Q3 25 | $223.3M | $-27.6M | ||
| Q2 25 | $271.9M | $127.2M | ||
| Q1 25 | $223.4M | $-888.0K | ||
| Q4 24 | $811.5M | $175.7M | ||
| Q3 24 | $233.6M | $6.3M | ||
| Q2 24 | $274.0M | $223.7M | ||
| Q1 24 | $201.8M | $272.6M |
自由现金流AMHKOS
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | — | ||
| Q2 25 | $257.7M | — | ||
| Q1 25 | $215.9M | — | ||
| Q4 24 | $777.5M | — | ||
| Q3 24 | $225.3M | — | ||
| Q2 24 | $263.3M | — | ||
| Q1 24 | $191.0M | — |
自由现金流率AMHKOS
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | — | ||
| Q2 25 | 56.3% | — | ||
| Q1 25 | 47.0% | — | ||
| Q4 24 | 178.1% | — | ||
| Q3 24 | 50.6% | — | ||
| Q2 24 | 62.2% | — | ||
| Q1 24 | 45.1% | — |
资本支出强度AMHKOS
| Q4 25 | 8.9% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 2.6% | — |
现金转化率AMHKOS
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | 0.14× | ||
| Q2 24 | 2.52× | 3.74× | ||
| Q1 24 | 1.58× | 2.97× |
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
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
