vs
American Homes 4 Rent（AMH）与OCEANEERING INTERNATIONAL INC（OII）财务数据对比。点击上方公司名可切换其他公司
OCEANEERING INTERNATIONAL INC的季度营收约是American Homes 4 Rent的1.5倍（$692.4M vs $455.0M），American Homes 4 Rent净利率更高（31.7% vs 5.2%，领先26.5%），American Homes 4 Rent同比增速更快（4.2% vs 2.7%），American Homes 4 Rent自由现金流更多（$823.7M vs $-76.5M），过去两年American Homes 4 Rent的营收复合增速更高（3.6% vs 1.8%）
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。
奥什科什国际（Oceaneering International）是一家总部位于美国得克萨斯州休斯敦的水下工程及应用技术企业，为海洋、航天及其他特殊作业场景的客户提供定制化工程服务与硬件设备，在极端环境工程领域拥有深厚的技术积累。
AMH vs OII — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $692.4M |
| 净利润 | $144.3M | $36.1M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 31.7% | 5.2% |
| 营收同比 | 4.2% | 2.7% |
| 净利润同比 | 0.3% | -79.7% |
| 每股收益（稀释后） | $0.33 | $0.36 |
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
| Q1 26 | — | $692.4M | ||
| Q4 25 | $455.0M | $668.6M | ||
| Q3 25 | $478.5M | $742.9M | ||
| Q2 25 | $457.5M | $698.2M | ||
| Q1 25 | $459.3M | $674.5M | ||
| Q4 24 | $436.6M | $713.5M | ||
| Q3 24 | $445.1M | $679.8M | ||
| Q2 24 | $423.5M | $668.8M |
| Q1 26 | — | $36.1M | ||
| Q4 25 | $144.3M | $177.7M | ||
| Q3 25 | $116.8M | $71.3M | ||
| Q2 25 | $123.6M | $54.4M | ||
| Q1 25 | $128.7M | $50.4M | ||
| Q4 24 | $143.9M | $56.1M | ||
| Q3 24 | $87.6M | $41.2M | ||
| Q2 24 | $108.5M | $35.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | — | 20.6% | ||
| Q2 25 | — | 21.3% | ||
| Q1 25 | — | 20.0% | ||
| Q4 24 | — | 19.9% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 18.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 9.8% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | — | 11.3% | ||
| Q1 25 | — | 10.9% | ||
| Q4 24 | — | 10.9% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | — | 9.0% |
| Q1 26 | — | 5.2% | ||
| Q4 25 | 31.7% | 26.6% | ||
| Q3 25 | 24.4% | 9.6% | ||
| Q2 25 | 27.0% | 7.8% | ||
| Q1 25 | 28.0% | 7.5% | ||
| Q4 24 | 33.0% | 7.9% | ||
| Q3 24 | 19.7% | 6.1% | ||
| Q2 24 | 25.6% | 5.2% |
| Q1 26 | — | $0.36 | ||
| Q4 25 | $0.33 | $1.75 | ||
| Q3 25 | $0.27 | $0.71 | ||
| Q2 25 | $0.28 | $0.54 | ||
| Q1 25 | $0.30 | $0.49 | ||
| Q4 24 | $0.33 | $0.55 | ||
| Q3 24 | $0.20 | $0.40 | ||
| Q2 24 | $0.25 | $0.34 |
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 | — |
| 总债务越低越好 | $5.1B | $488.8M |
| 股东权益账面价值 | $7.0B | $1.1B |
| 总资产 | $13.2B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.72× | 0.44× |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $108.5M | $695.9M | ||
| Q3 25 | $45.6M | $7.0M | ||
| Q2 25 | $323.3M | $7.0M | ||
| Q1 25 | $69.7M | $7.0M | ||
| Q4 24 | $199.4M | $504.5M | ||
| Q3 24 | $162.5M | — | ||
| Q2 24 | $718.4M | — |
| Q1 26 | — | $488.8M | ||
| Q4 25 | $5.1B | $487.4M | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | $482.0M | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $7.0B | $1.1B | ||
| Q3 25 | $7.2B | $907.7M | ||
| Q2 25 | $7.2B | $842.1M | ||
| Q1 25 | $7.2B | $773.1M | ||
| Q4 24 | $7.2B | $714.3M | ||
| Q3 24 | $7.0B | $698.0M | ||
| Q2 24 | $7.0B | $651.0M |
| Q1 26 | — | $2.6B | ||
| Q4 25 | $13.2B | $2.7B | ||
| Q3 25 | $13.3B | $2.5B | ||
| Q2 25 | $13.6B | $2.3B | ||
| Q1 25 | $13.3B | $2.3B | ||
| Q4 24 | $13.4B | $2.3B | ||
| Q3 24 | $12.8B | $2.4B | ||
| Q2 24 | $13.3B | $2.3B |
| Q1 26 | — | 0.44× | ||
| Q4 25 | 0.72× | 0.46× | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | 0.67× | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.71× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $-76.5M |
| 自由现金流率自由现金流/营收 | 181.0% | -11.1% |
| 资本支出强度资本支出/营收 | 8.9% | 2.5% |
| 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 | $238.1M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $864.3M | $221.1M | ||
| Q3 25 | $223.3M | $101.3M | ||
| Q2 25 | $271.9M | $77.2M | ||
| Q1 25 | $223.4M | $-80.7M | ||
| Q4 24 | $811.5M | $128.4M | ||
| Q3 24 | $233.6M | $91.9M | ||
| Q2 24 | $274.0M | $52.6M |
| Q1 26 | — | $-76.5M | ||
| Q4 25 | $823.7M | $190.7M | ||
| Q3 25 | $214.5M | $77.0M | ||
| Q2 25 | $257.7M | $46.9M | ||
| Q1 25 | $215.9M | $-106.8M | ||
| Q4 24 | $777.5M | $94.5M | ||
| Q3 24 | $225.3M | $67.0M | ||
| Q2 24 | $263.3M | $29.8M |
| Q1 26 | — | -11.1% | ||
| Q4 25 | 181.0% | 28.5% | ||
| Q3 25 | 44.8% | 10.4% | ||
| Q2 25 | 56.3% | 6.7% | ||
| Q1 25 | 47.0% | -15.8% | ||
| Q4 24 | 178.1% | 13.2% | ||
| Q3 24 | 50.6% | 9.9% | ||
| Q2 24 | 62.2% | 4.5% |
| Q1 26 | — | 2.5% | ||
| Q4 25 | 8.9% | 4.6% | ||
| Q3 25 | 1.8% | 3.3% | ||
| Q2 25 | 3.1% | 4.3% | ||
| Q1 25 | 1.6% | 3.9% | ||
| Q4 24 | 7.8% | 4.7% | ||
| Q3 24 | 1.9% | 3.7% | ||
| Q2 24 | 2.5% | 3.4% |
| Q1 26 | — | — | ||
| Q4 25 | 5.99× | 1.24× | ||
| Q3 25 | 1.91× | 1.42× | ||
| Q2 25 | 2.20× | 1.42× | ||
| Q1 25 | 1.74× | -1.60× | ||
| Q4 24 | 5.64× | 2.29× | ||
| Q3 24 | 2.67× | 2.23× | ||
| Q2 24 | 2.52× | 1.50× |
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
OII
| Backlog at end of period | $492.0M | 71% |
| Other | $162.8M | 24% |
| ROV days available | $22.5M | 3% |
| ROV days utilized | $15.1M | 2% |
