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American Homes 4 Rent（AMH）与Mativ Holdings, Inc.（MATV）财务数据对比。点击上方公司名可切换其他公司
Mativ Holdings, Inc.的季度营收约是American Homes 4 Rent的1.0倍（$463.1M vs $455.0M），American Homes 4 Rent净利率更高（31.7% vs 21.8%，领先9.9%），American Homes 4 Rent同比增速更快（4.2% vs 1.0%），American Homes 4 Rent自由现金流更多（$823.7M vs $8.0M），过去两年American Homes 4 Rent的营收复合增速更高（3.6% vs -3.8%）
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。
Mativ Holdings是一家全球特种材料制造商，主要生产高性能先进聚合物、无纺布、过滤解决方案及功能性涂层材料，服务医疗、工业、消费品、航空航天、能源等领域，业务遍及北美、欧洲及亚太地区。
AMH vs MATV — 直观对比
营收规模更大
MATV
是对方的1.0倍
$455.0M
营收增速更快
AMH
高出3.2%
1.0%
净利率更高
AMH
高出9.9%
21.8%
自由现金流更多
AMH
多$815.7M
$8.0M
两年增速更快
AMH
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $463.1M |
| 净利润 | $144.3M | $100.8M |
| 毛利率 | — | 18.8% |
| 营业利润率 | — | 2.2% |
| 净利率 | 31.7% | 21.8% |
| 营收同比 | 4.2% | 1.0% |
| 净利润同比 | 0.3% | 6620.0% |
| 每股收益（稀释后） | $0.33 | $1.87 |
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AMHMATV
| Q4 25 | $455.0M | $463.1M | ||
| Q3 25 | $478.5M | $513.7M | ||
| Q2 25 | $457.5M | $525.4M | ||
| Q1 25 | $459.3M | $484.8M | ||
| Q4 24 | $436.6M | $458.6M | ||
| Q3 24 | $445.1M | $498.5M | ||
| Q2 24 | $423.5M | $523.8M | ||
| Q1 24 | $423.6M | $500.2M |
净利润AMHMATV
| Q4 25 | $144.3M | $100.8M | ||
| Q3 25 | $116.8M | $-3.2M | ||
| Q2 25 | $123.6M | $-9.5M | ||
| Q1 25 | $128.7M | $-425.5M | ||
| Q4 24 | $143.9M | $1.5M | ||
| Q3 24 | $87.6M | $-20.8M | ||
| Q2 24 | $108.5M | $-1.4M | ||
| Q1 24 | $128.1M | $-28.0M |
毛利率AMHMATV
| Q4 25 | — | 18.8% | ||
| Q3 25 | — | 19.3% | ||
| Q2 25 | — | 19.7% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 18.8% | ||
| Q2 24 | — | 20.8% | ||
| Q1 24 | — | 16.8% |
营业利润率AMHMATV
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | -88.8% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | -2.8% |
净利率AMHMATV
| Q4 25 | 31.7% | 21.8% | ||
| Q3 25 | 24.4% | -0.6% | ||
| Q2 25 | 27.0% | -1.8% | ||
| Q1 25 | 28.0% | -87.8% | ||
| Q4 24 | 33.0% | 0.3% | ||
| Q3 24 | 19.7% | -4.2% | ||
| Q2 24 | 25.6% | -0.3% | ||
| Q1 24 | 30.2% | -5.6% |
每股收益（稀释后）AMHMATV
| Q4 25 | $0.33 | $1.87 | ||
| Q3 25 | $0.27 | $-0.06 | ||
| Q2 25 | $0.28 | $-0.18 | ||
| Q1 25 | $0.30 | $-7.82 | ||
| Q4 24 | $0.33 | $0.03 | ||
| Q3 24 | $0.20 | $-0.38 | ||
| Q2 24 | $0.25 | $-0.03 | ||
| Q1 24 | $0.30 | $-0.52 |
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 | $84.2M |
| 总债务越低越好 | $5.1B | $1.0B |
| 股东权益账面价值 | $7.0B | $498.7M |
| 总资产 | $13.2B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.72× | 2.07× |
8季度趋势，按日历期对齐
现金及短期投资AMHMATV
| Q4 25 | $108.5M | $84.2M | ||
| Q3 25 | $45.6M | $97.1M | ||
| Q2 25 | $323.3M | $95.6M | ||
| Q1 25 | $69.7M | $84.0M | ||
| Q4 24 | $199.4M | $94.3M | ||
| Q3 24 | $162.5M | $162.2M | ||
| Q2 24 | $718.4M | $133.4M | ||
| Q1 24 | $124.8M | $128.9M |
总债务AMHMATV
| Q4 25 | $5.1B | $1.0B | ||
| Q3 25 | $4.8B | $1.0B | ||
| Q2 25 | $5.2B | $1.1B | ||
| Q1 25 | $4.9B | $1.1B | ||
| Q4 24 | $5.0B | $1.1B | ||
| Q3 24 | $4.5B | $1.2B | ||
| Q2 24 | $5.0B | $1.2B | ||
| Q1 24 | $4.5B | $1.2B |
股东权益AMHMATV
| Q4 25 | $7.0B | $498.7M | ||
| Q3 25 | $7.2B | $397.4M | ||
| Q2 25 | $7.2B | $416.6M | ||
| Q1 25 | $7.2B | $428.2M | ||
| Q4 24 | $7.2B | $858.5M | ||
| Q3 24 | $7.0B | $882.3M | ||
| Q2 24 | $7.0B | $898.0M | ||
| Q1 24 | $7.0B | $906.9M |
总资产AMHMATV
| Q4 25 | $13.2B | $2.1B | ||
| Q3 25 | $13.3B | $2.0B | ||
| Q2 25 | $13.6B | $2.1B | ||
| Q1 25 | $13.3B | $2.1B | ||
| Q4 24 | $13.4B | $2.4B | ||
| Q3 24 | $12.8B | $2.6B | ||
| Q2 24 | $13.3B | $2.6B | ||
| Q1 24 | $12.8B | $2.7B |
负债/权益比AMHMATV
| Q4 25 | 0.72× | 2.07× | ||
| Q3 25 | 0.68× | 2.63× | ||
| Q2 25 | 0.72× | 2.66× | ||
| Q1 25 | 0.69× | 2.67× | ||
| Q4 24 | 0.70× | 1.30× | ||
| Q3 24 | 0.64× | 1.32× | ||
| Q2 24 | 0.71× | 1.29× | ||
| Q1 24 | 0.64× | 1.30× |
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 | $19.3M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $8.0M |
| 自由现金流率自由现金流/营收 | 181.0% | 1.7% |
| 资本支出强度资本支出/营收 | 8.9% | 2.4% |
| 现金转化率经营现金流/净利润 | 5.99× | 0.19× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $93.8M |
8季度趋势，按日历期对齐
经营现金流AMHMATV
| Q4 25 | $864.3M | $19.3M | ||
| Q3 25 | $223.3M | $72.8M | ||
| Q2 25 | $271.9M | $57.6M | ||
| Q1 25 | $223.4M | $-15.9M | ||
| Q4 24 | $811.5M | $24.1M | ||
| Q3 24 | $233.6M | $37.6M | ||
| Q2 24 | $274.0M | $46.1M | ||
| Q1 24 | $201.8M | $-13.0M |
自由现金流AMHMATV
| Q4 25 | $823.7M | $8.0M | ||
| Q3 25 | $214.5M | $66.7M | ||
| Q2 25 | $257.7M | $48.9M | ||
| Q1 25 | $215.9M | $-29.8M | ||
| Q4 24 | $777.5M | $2.0M | ||
| Q3 24 | $225.3M | $25.5M | ||
| Q2 24 | $263.3M | $37.4M | ||
| Q1 24 | $191.0M | $-25.1M |
自由现金流率AMHMATV
| Q4 25 | 181.0% | 1.7% | ||
| Q3 25 | 44.8% | 13.0% | ||
| Q2 25 | 56.3% | 9.3% | ||
| Q1 25 | 47.0% | -6.1% | ||
| Q4 24 | 178.1% | 0.4% | ||
| Q3 24 | 50.6% | 5.1% | ||
| Q2 24 | 62.2% | 7.1% | ||
| Q1 24 | 45.1% | -5.0% |
资本支出强度AMHMATV
| Q4 25 | 8.9% | 2.4% | ||
| Q3 25 | 1.8% | 1.2% | ||
| Q2 25 | 3.1% | 1.7% | ||
| Q1 25 | 1.6% | 2.9% | ||
| Q4 24 | 7.8% | 4.8% | ||
| Q3 24 | 1.9% | 2.4% | ||
| Q2 24 | 2.5% | 1.7% | ||
| Q1 24 | 2.6% | 2.4% |
现金转化率AMHMATV
| Q4 25 | 5.99× | 0.19× | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | 16.07× | ||
| 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
MATV
| Other | $208.7M | 45% |
| SAS Segment | $157.4M | 34% |
| FAM Segment | $97.0M | 21% |
