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American Homes 4 Rent（AMH）与OMEGA HEALTHCARE INVESTORS INC（OHI）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OMEGA HEALTHCARE INVESTORS INC的1.4倍（$455.0M vs $319.2M）。OMEGA HEALTHCARE INVESTORS INC净利率更高（51.6% vs 31.7%，领先19.9%）。OMEGA HEALTHCARE INVESTORS INC同比增速更快（14.3% vs 4.2%）。OMEGA HEALTHCARE INVESTORS INC自由现金流更多（$203.9M vs $135.5M）。过去两年OMEGA HEALTHCARE INVESTORS INC的营收复合增速更高（14.5% 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。
Omega Healthcare Investors Inc是一家专注于医疗领域的房地产投资信托公司，核心业务为持有、租赁及运营多元化的医疗相关不动产资产，主要包括专业护理机构、养老住宅及长期护理设施，业务覆盖美国和英国，与医疗运营商合作为优质医疗服务提供稳定的不动产支持。
AMH vs OHI — 直观对比
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $319.2M |
| 净利润 | $144.3M | $164.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 53.7% |
| 净利率 | 31.7% | 51.6% |
| 营收同比 | 4.2% | 14.3% |
| 净利润同比 | 0.3% | 45.4% |
| 每股收益（稀释后） | $0.33 | $0.56 |
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 | $319.2M | ||
| Q3 25 | $478.5M | $311.6M | ||
| Q2 25 | $457.5M | $282.5M | ||
| Q1 25 | $459.3M | $276.8M | ||
| Q4 24 | $436.6M | $279.3M | ||
| Q3 24 | $445.1M | $276.0M | ||
| Q2 24 | $423.5M | $252.7M | ||
| Q1 24 | $423.6M | $243.3M |
| Q4 25 | $144.3M | $164.8M | ||
| Q3 25 | $116.8M | $179.7M | ||
| Q2 25 | $123.6M | $136.6M | ||
| Q1 25 | $128.7M | $109.0M | ||
| Q4 24 | $143.9M | $113.3M | ||
| Q3 24 | $87.6M | $111.8M | ||
| Q2 24 | $108.5M | $113.9M | ||
| Q1 24 | $128.1M | $67.4M |
| Q4 25 | — | 53.7% | ||
| Q3 25 | — | 61.4% | ||
| Q2 25 | — | 52.1% | ||
| Q1 25 | — | 41.4% | ||
| Q4 24 | — | 42.5% | ||
| Q3 24 | — | 40.3% | ||
| Q2 24 | — | 47.1% | ||
| Q1 24 | — | 29.5% |
| Q4 25 | 31.7% | 51.6% | ||
| Q3 25 | 24.4% | 57.7% | ||
| Q2 25 | 27.0% | 48.4% | ||
| Q1 25 | 28.0% | 39.4% | ||
| Q4 24 | 33.0% | 40.6% | ||
| Q3 24 | 19.7% | 40.5% | ||
| Q2 24 | 25.6% | 45.1% | ||
| Q1 24 | 30.2% | 27.7% |
| Q4 25 | $0.33 | $0.56 | ||
| Q3 25 | $0.27 | $0.59 | ||
| Q2 25 | $0.28 | $0.46 | ||
| Q1 25 | $0.30 | $0.33 | ||
| Q4 24 | $0.33 | $0.41 | ||
| Q3 24 | $0.20 | $0.42 | ||
| Q2 24 | $0.25 | $0.45 | ||
| Q1 24 | $0.30 | $0.27 |
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 | $27.0M |
| 总债务越低越好 | $5.1B | $4.3B |
| 股东权益账面价值 | $7.0B | $5.2B |
| 总资产 | $13.2B | $10.0B |
| 负债/权益比越低杠杆越低 | 0.72× | 0.82× |
8季度趋势，按日历期对齐
| Q4 25 | $108.5M | $27.0M | ||
| Q3 25 | $45.6M | $737.2M | ||
| Q2 25 | $323.3M | $734.2M | ||
| Q1 25 | $69.7M | $368.0M | ||
| Q4 24 | $199.4M | $518.3M | ||
| Q3 24 | $162.5M | $342.4M | ||
| Q2 24 | $718.4M | $35.2M | ||
| Q1 24 | $124.8M | $361.8M |
| Q4 25 | $5.1B | $4.3B | ||
| Q3 25 | $4.8B | $5.0B | ||
| Q2 25 | $5.2B | $5.0B | ||
| Q1 25 | $4.9B | $4.4B | ||
| Q4 24 | $5.0B | $4.8B | ||
| Q3 24 | $4.5B | $4.9B | ||
| Q2 24 | $5.0B | $4.7B | ||
| Q1 24 | $4.5B | $5.0B |
| Q4 25 | $7.0B | $5.2B | ||
| Q3 25 | $7.2B | $5.0B | ||
| Q2 25 | $7.2B | $5.0B | ||
| Q1 25 | $7.2B | $4.7B | ||
| Q4 24 | $7.2B | $4.5B | ||
| Q3 24 | $7.0B | $4.2B | ||
| Q2 24 | $7.0B | $3.7B | ||
| Q1 24 | $7.0B | $3.5B |
| Q4 25 | $13.2B | $10.0B | ||
| Q3 25 | $13.3B | $10.6B | ||
| Q2 25 | $13.6B | $10.5B | ||
| Q1 25 | $13.3B | $9.7B | ||
| Q4 24 | $13.4B | $9.9B | ||
| Q3 24 | $12.8B | $9.6B | ||
| Q2 24 | $13.3B | $8.8B | ||
| Q1 24 | $12.8B | $9.0B |
| Q4 25 | 0.72× | 0.82× | ||
| Q3 25 | 0.68× | 0.99× | ||
| Q2 25 | 0.72× | 1.00× | ||
| Q1 25 | 0.69× | 0.94× | ||
| Q4 24 | 0.70× | 1.07× | ||
| Q3 24 | 0.64× | 1.15× | ||
| Q2 24 | 0.71× | 1.26× | ||
| Q1 24 | 0.64× | 1.43× |
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 | $145.8M | $230.6M |
| 自由现金流经营现金流 - 资本支出 | $135.5M | $203.9M |
| 自由现金流率自由现金流/营收 | 29.8% | 63.9% |
| 资本支出强度资本支出/营收 | 2.3% | 8.4% |
| 现金转化率经营现金流/净利润 | 1.01× | 1.40× |
| 过去12个月自由现金流最近4个季度 | $823.7M | $797.7M |
8季度趋势，按日历期对齐
| Q4 25 | $145.8M | $230.6M | ||
| Q3 25 | $223.3M | $226.7M | ||
| Q2 25 | $271.9M | $239.3M | ||
| Q1 25 | $223.4M | $182.0M | ||
| Q4 24 | $102.2M | $229.0M | ||
| Q3 24 | $233.6M | $184.9M | ||
| Q2 24 | $274.0M | $184.1M | ||
| Q1 24 | $201.8M | $151.5M |
| Q4 25 | $135.5M | $203.9M | ||
| Q3 25 | $214.5M | $205.5M | ||
| Q2 25 | $257.7M | $226.5M | ||
| Q1 25 | $215.9M | $161.8M | ||
| Q4 24 | $97.9M | $213.5M | ||
| Q3 24 | $225.3M | $176.6M | ||
| Q2 24 | $263.3M | $177.0M | ||
| Q1 24 | $191.0M | $144.5M |
| Q4 25 | 29.8% | 63.9% | ||
| Q3 25 | 44.8% | 65.9% | ||
| Q2 25 | 56.3% | 80.2% | ||
| Q1 25 | 47.0% | 58.4% | ||
| Q4 24 | 22.4% | 76.4% | ||
| Q3 24 | 50.6% | 64.0% | ||
| Q2 24 | 62.2% | 70.0% | ||
| Q1 24 | 45.1% | 59.4% |
| Q4 25 | 2.3% | 8.4% | ||
| Q3 25 | 1.8% | 6.8% | ||
| Q2 25 | 3.1% | 4.5% | ||
| Q1 25 | 1.6% | 7.3% | ||
| Q4 24 | 1.0% | 5.5% | ||
| Q3 24 | 1.9% | 3.0% | ||
| Q2 24 | 2.5% | 2.8% | ||
| Q1 24 | 2.6% | 2.9% |
| Q4 25 | 1.01× | 1.40× | ||
| Q3 25 | 1.91× | 1.26× | ||
| Q2 25 | 2.20× | 1.75× | ||
| Q1 25 | 1.74× | 1.67× | ||
| Q4 24 | 0.71× | 2.02× | ||
| Q3 24 | 2.67× | 1.65× | ||
| Q2 24 | 2.52× | 1.62× | ||
| Q1 24 | 1.58× | 2.25× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
