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American Homes 4 Rent（AMH）与MONRO, INC.（MNRO）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MONRO, INC.的1.6倍（$455.0M vs $293.4M），American Homes 4 Rent净利率更高（31.7% vs 3.8%，领先27.9%），American Homes 4 Rent同比增速更快（4.2% vs -4.0%），American Homes 4 Rent自由现金流更多（$823.7M vs $9.1M），过去两年American Homes 4 Rent的营收复合增速更高（3.6% vs -2.7%）
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。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
AMH vs MNRO — 直观对比
营收规模更大
AMH
是对方的1.6倍
$293.4M
营收增速更快
AMH
高出8.3%
-4.0%
净利率更高
AMH
高出27.9%
3.8%
自由现金流更多
AMH
多$814.6M
$9.1M
两年增速更快
AMH
近两年复合增速
-2.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $293.4M |
| 净利润 | $144.3M | $11.1M |
| 毛利率 | — | 34.9% |
| 营业利润率 | — | 6.3% |
| 净利率 | 31.7% | 3.8% |
| 营收同比 | 4.2% | -4.0% |
| 净利润同比 | 0.3% | 143.1% |
| 每股收益（稀释后） | $0.33 | $0.35 |
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AMHMNRO
| Q4 25 | $455.0M | $293.4M | ||
| Q3 25 | $478.5M | $288.9M | ||
| Q2 25 | $457.5M | $301.0M | ||
| Q1 25 | $459.3M | $295.0M | ||
| Q4 24 | $436.6M | $305.8M | ||
| Q3 24 | $445.1M | $301.4M | ||
| Q2 24 | $423.5M | $293.2M | ||
| Q1 24 | $423.6M | $310.1M |
净利润AMHMNRO
| Q4 25 | $144.3M | $11.1M | ||
| Q3 25 | $116.8M | $5.7M | ||
| Q2 25 | $123.6M | $-8.1M | ||
| Q1 25 | $128.7M | $-21.3M | ||
| Q4 24 | $143.9M | $4.6M | ||
| Q3 24 | $87.6M | $5.6M | ||
| Q2 24 | $108.5M | $5.9M | ||
| Q1 24 | $128.1M | $3.7M |
毛利率AMHMNRO
| Q4 25 | — | 34.9% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 34.3% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | — | 37.2% | ||
| Q1 24 | — | 35.5% |
营业利润率AMHMNRO
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 4.4% | ||
| Q2 25 | — | -2.0% | ||
| Q1 25 | — | -8.1% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | — | 4.5% | ||
| Q1 24 | — | 3.3% |
净利率AMHMNRO
| Q4 25 | 31.7% | 3.8% | ||
| Q3 25 | 24.4% | 2.0% | ||
| Q2 25 | 27.0% | -2.7% | ||
| Q1 25 | 28.0% | -7.2% | ||
| Q4 24 | 33.0% | 1.5% | ||
| Q3 24 | 19.7% | 1.9% | ||
| Q2 24 | 25.6% | 2.0% | ||
| Q1 24 | 30.2% | 1.2% |
每股收益（稀释后）AMHMNRO
| Q4 25 | $0.33 | $0.35 | ||
| Q3 25 | $0.27 | $0.18 | ||
| Q2 25 | $0.28 | $-0.28 | ||
| Q1 25 | $0.30 | $-0.74 | ||
| Q4 24 | $0.33 | $0.15 | ||
| Q3 24 | $0.20 | $0.18 | ||
| Q2 24 | $0.25 | $0.19 | ||
| Q1 24 | $0.30 | $0.12 |
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 | $4.9M |
| 总债务越低越好 | $5.1B | $45.0M |
| 股东权益账面价值 | $7.0B | $604.9M |
| 总资产 | $13.2B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.72× | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资AMHMNRO
| Q4 25 | $108.5M | $4.9M | ||
| Q3 25 | $45.6M | $10.5M | ||
| Q2 25 | $323.3M | $7.8M | ||
| Q1 25 | $69.7M | $20.8M | ||
| Q4 24 | $199.4M | $10.2M | ||
| Q3 24 | $162.5M | $20.9M | ||
| Q2 24 | $718.4M | $18.7M | ||
| Q1 24 | $124.8M | $6.6M |
总债务AMHMNRO
| Q4 25 | $5.1B | $45.0M | ||
| Q3 25 | $4.8B | $60.0M | ||
| Q2 25 | $5.2B | $71.5M | ||
| Q1 25 | $4.9B | $61.3M | ||
| Q4 24 | $5.0B | $59.3M | ||
| Q3 24 | $4.5B | $62.0M | ||
| Q2 24 | $5.0B | $112.0M | ||
| Q1 24 | $4.5B | $102.0M |
股东权益AMHMNRO
| Q4 25 | $7.0B | $604.9M | ||
| Q3 25 | $7.2B | $601.7M | ||
| Q2 25 | $7.2B | $604.9M | ||
| Q1 25 | $7.2B | $620.8M | ||
| Q4 24 | $7.2B | $648.9M | ||
| Q3 24 | $7.0B | $651.9M | ||
| Q2 24 | $7.0B | $654.4M | ||
| Q1 24 | $7.0B | $656.8M |
总资产AMHMNRO
| Q4 25 | $13.2B | $1.6B | ||
| Q3 25 | $13.3B | $1.6B | ||
| Q2 25 | $13.6B | $1.6B | ||
| Q1 25 | $13.3B | $1.6B | ||
| Q4 24 | $13.4B | $1.7B | ||
| Q3 24 | $12.8B | $1.7B | ||
| Q2 24 | $13.3B | $1.7B | ||
| Q1 24 | $12.8B | $1.7B |
负债/权益比AMHMNRO
| Q4 25 | 0.72× | 0.07× | ||
| Q3 25 | 0.68× | 0.10× | ||
| Q2 25 | 0.72× | 0.12× | ||
| Q1 25 | 0.69× | 0.10× | ||
| Q4 24 | 0.70× | 0.09× | ||
| Q3 24 | 0.64× | 0.10× | ||
| Q2 24 | 0.71× | 0.17× | ||
| Q1 24 | 0.64× | 0.16× |
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 | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $9.1M |
| 自由现金流率自由现金流/营收 | 181.0% | 3.1% |
| 资本支出强度资本支出/营收 | 8.9% | 3.0% |
| 现金转化率经营现金流/净利润 | 5.99× | 1.60× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $49.6M |
8季度趋势，按日历期对齐
经营现金流AMHMNRO
| Q4 25 | $864.3M | $17.8M | ||
| Q3 25 | $223.3M | $32.3M | ||
| Q2 25 | $271.9M | $-1.9M | ||
| Q1 25 | $223.4M | $28.9M | ||
| Q4 24 | $811.5M | $14.8M | ||
| Q3 24 | $233.6M | $62.6M | ||
| Q2 24 | $274.0M | $25.6M | ||
| Q1 24 | $201.8M | $-5.3M |
自由现金流AMHMNRO
| Q4 25 | $823.7M | $9.1M | ||
| Q3 25 | $214.5M | $26.6M | ||
| Q2 25 | $257.7M | $-9.3M | ||
| Q1 25 | $215.9M | $23.2M | ||
| Q4 24 | $777.5M | $7.9M | ||
| Q3 24 | $225.3M | $57.6M | ||
| Q2 24 | $263.3M | $16.8M | ||
| Q1 24 | $191.0M | $-11.9M |
自由现金流率AMHMNRO
| Q4 25 | 181.0% | 3.1% | ||
| Q3 25 | 44.8% | 9.2% | ||
| Q2 25 | 56.3% | -3.1% | ||
| Q1 25 | 47.0% | 7.9% | ||
| Q4 24 | 178.1% | 2.6% | ||
| Q3 24 | 50.6% | 19.1% | ||
| Q2 24 | 62.2% | 5.7% | ||
| Q1 24 | 45.1% | -3.8% |
资本支出强度AMHMNRO
| Q4 25 | 8.9% | 3.0% | ||
| Q3 25 | 1.8% | 2.0% | ||
| Q2 25 | 3.1% | 2.5% | ||
| Q1 25 | 1.6% | 1.9% | ||
| Q4 24 | 7.8% | 2.2% | ||
| Q3 24 | 1.9% | 1.6% | ||
| Q2 24 | 2.5% | 3.0% | ||
| Q1 24 | 2.6% | 2.1% |
现金转化率AMHMNRO
| Q4 25 | 5.99× | 1.60× | ||
| Q3 25 | 1.91× | 5.71× | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | 3.23× | ||
| Q3 24 | 2.67× | 11.08× | ||
| Q2 24 | 2.52× | 4.37× | ||
| Q1 24 | 1.58× | -1.42× |
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
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
