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American Homes 4 Rent（AMH）与Lucid Group, Inc.（LCID）财务数据对比。点击上方公司名可切换其他公司
Lucid Group, Inc.的季度营收约是American Homes 4 Rent的1.1倍（$522.7M vs $455.0M），American Homes 4 Rent净利率更高（31.7% vs -155.7%，领先187.4%），Lucid Group, Inc.同比增速更快（122.9% vs 4.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $-1.2B），过去两年Lucid Group, Inc.的营收复合增速更高（74.0% 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。
Lucid Group, Inc.是总部位于美国加利福尼亚州纽瓦克的汽车科技企业，专注于电动汽车制造及先进电动汽车动力系统供应。2021年9月，公司在亚利桑那州卡萨格兰德的工厂开始生产Lucid Air豪华轿车，第二款车型Lucid Gravity SUV于2024年12月投产，同时也为阿斯顿·马丁等其他车企供应和研发动力总成技术。
AMH vs LCID — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $522.7M |
| 净利润 | $144.3M | $-814.0M |
| 毛利率 | — | -80.7% |
| 营业利润率 | — | -203.7% |
| 净利率 | 31.7% | -155.7% |
| 营收同比 | 4.2% | 122.9% |
| 净利润同比 | 0.3% | -104.9% |
| 每股收益（稀释后） | $0.33 | $-8.26 |
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 | $522.7M | ||
| Q3 25 | $478.5M | $336.6M | ||
| Q2 25 | $457.5M | $259.4M | ||
| Q1 25 | $459.3M | $235.0M | ||
| Q4 24 | $436.6M | $234.5M | ||
| Q3 24 | $445.1M | $200.0M | ||
| Q2 24 | $423.5M | $200.6M | ||
| Q1 24 | $423.6M | $172.7M |
| Q4 25 | $144.3M | $-814.0M | ||
| Q3 25 | $116.8M | $-978.4M | ||
| Q2 25 | $123.6M | $-539.4M | ||
| Q1 25 | $128.7M | $-366.2M | ||
| Q4 24 | $143.9M | $-397.2M | ||
| Q3 24 | $87.6M | $-992.5M | ||
| Q2 24 | $108.5M | $-643.4M | ||
| Q1 24 | $128.1M | $-680.9M |
| Q4 25 | — | -80.7% | ||
| Q3 25 | — | -99.1% | ||
| Q2 25 | — | -105.0% | ||
| Q1 25 | — | -97.2% | ||
| Q4 24 | — | -89.0% | ||
| Q3 24 | — | -106.2% | ||
| Q2 24 | — | -134.5% | ||
| Q1 24 | — | -134.3% |
| Q4 25 | — | -203.7% | ||
| Q3 25 | — | -279.9% | ||
| Q2 25 | — | -309.5% | ||
| Q1 25 | — | -294.4% | ||
| Q4 24 | — | -312.6% | ||
| Q3 24 | — | -385.2% | ||
| Q2 24 | — | -392.6% | ||
| Q1 24 | — | -422.6% |
| Q4 25 | 31.7% | -155.7% | ||
| Q3 25 | 24.4% | -290.7% | ||
| Q2 25 | 27.0% | -207.9% | ||
| Q1 25 | 28.0% | -155.8% | ||
| Q4 24 | 33.0% | -169.4% | ||
| Q3 24 | 19.7% | -496.1% | ||
| Q2 24 | 25.6% | -320.8% | ||
| Q1 24 | 30.2% | -394.2% |
| Q4 25 | $0.33 | $-8.26 | ||
| Q3 25 | $0.27 | $-3.31 | ||
| Q2 25 | $0.28 | $-0.28 | ||
| Q1 25 | $0.30 | $-0.24 | ||
| Q4 24 | $0.33 | $-0.20 | ||
| Q3 24 | $0.20 | $-0.41 | ||
| Q2 24 | $0.25 | $-0.34 | ||
| Q1 24 | $0.30 | $-0.30 |
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 | $1.6B |
| 总债务越低越好 | $5.1B | — |
| 股东权益账面价值 | $7.0B | $717.3M |
| 总资产 | $13.2B | $8.4B |
| 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 | $1.6B | ||
| Q3 25 | $45.6M | $2.3B | ||
| Q2 25 | $323.3M | $2.8B | ||
| Q1 25 | $69.7M | $3.6B | ||
| Q4 24 | $199.4M | $4.0B | ||
| Q3 24 | $162.5M | $3.5B | ||
| Q2 24 | $718.4M | $3.2B | ||
| Q1 24 | $124.8M | $4.0B |
| 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 | $717.3M | ||
| Q3 25 | $7.2B | $1.8B | ||
| Q2 25 | $7.2B | $2.4B | ||
| Q1 25 | $7.2B | $3.2B | ||
| Q4 24 | $7.2B | $3.9B | ||
| Q3 24 | $7.0B | $2.7B | ||
| Q2 24 | $7.0B | $3.5B | ||
| Q1 24 | $7.0B | $4.2B |
| Q4 25 | $13.2B | $8.4B | ||
| Q3 25 | $13.3B | $8.8B | ||
| Q2 25 | $13.6B | $8.9B | ||
| Q1 25 | $13.3B | $9.2B | ||
| Q4 24 | $13.4B | $9.6B | ||
| Q3 24 | $12.8B | $8.5B | ||
| Q2 24 | $13.3B | $8.2B | ||
| Q1 24 | $12.8B | $8.9B |
| 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 | $-916.4M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $-1.2B |
| 自由现金流率自由现金流/营收 | 181.0% | -237.6% |
| 资本支出强度资本支出/营收 | 8.9% | 62.3% |
| 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 | $-3.8B |
8季度趋势，按日历期对齐
| Q4 25 | $864.3M | $-916.4M | ||
| Q3 25 | $223.3M | $-756.6M | ||
| Q2 25 | $271.9M | $-830.2M | ||
| Q1 25 | $223.4M | $-428.6M | ||
| Q4 24 | $811.5M | $-533.1M | ||
| Q3 24 | $233.6M | $-462.8M | ||
| Q2 24 | $274.0M | $-507.0M | ||
| Q1 24 | $201.8M | $-516.7M |
| Q4 25 | $823.7M | $-1.2B | ||
| Q3 25 | $214.5M | $-955.5M | ||
| Q2 25 | $257.7M | $-1.0B | ||
| Q1 25 | $215.9M | $-589.9M | ||
| Q4 24 | $777.5M | $-824.8M | ||
| Q3 24 | $225.3M | $-622.5M | ||
| Q2 24 | $263.3M | $-741.3M | ||
| Q1 24 | $191.0M | $-714.9M |
| Q4 25 | 181.0% | -237.6% | ||
| Q3 25 | 44.8% | -283.9% | ||
| Q2 25 | 56.3% | -390.4% | ||
| Q1 25 | 47.0% | -251.0% | ||
| Q4 24 | 178.1% | -351.8% | ||
| Q3 24 | 50.6% | -311.2% | ||
| Q2 24 | 62.2% | -369.6% | ||
| Q1 24 | 45.1% | -413.9% |
| Q4 25 | 8.9% | 62.3% | ||
| Q3 25 | 1.8% | 59.1% | ||
| Q2 25 | 3.1% | 70.4% | ||
| Q1 25 | 1.6% | 68.6% | ||
| Q4 24 | 7.8% | 124.4% | ||
| Q3 24 | 1.9% | 79.8% | ||
| Q2 24 | 2.5% | 116.8% | ||
| Q1 24 | 2.6% | 114.7% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | — | ||
| Q1 24 | 1.58× | — |
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
LCID
| LCNRV | $287.2M | 55% |
| Other | $80.4M | 15% |
| Related Party | $74.4M | 14% |
| Regulatory Credits | $34.2M | 7% |
| Warranty Provision | $26.2M | 5% |
| Sale And Leaseback Transactions | $15.2M | 3% |
| Other International | $5.0M | 1% |
