vs
American Homes 4 Rent（AMH）与ONESPAWORLD HOLDINGS Ltd（OSW）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ONESPAWORLD HOLDINGS Ltd的1.9倍（$455.0M vs $242.1M），American Homes 4 Rent净利率更高（31.7% vs 5.0%，领先26.7%），ONESPAWORLD HOLDINGS Ltd同比增速更快（11.5% vs 4.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $14.9M），过去两年ONESPAWORLD HOLDINGS Ltd的营收复合增速更高（7.1% 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。
AMH vs OSW — 直观对比
营收规模更大
AMH
是对方的1.9倍
$242.1M
营收增速更快
OSW
高出7.3%
4.2%
净利率更高
AMH
高出26.7%
5.0%
自由现金流更多
AMH
多$808.8M
$14.9M
两年增速更快
OSW
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $242.1M |
| 净利润 | $144.3M | $12.1M |
| 毛利率 | — | — |
| 营业利润率 | — | 6.8% |
| 净利率 | 31.7% | 5.0% |
| 营收同比 | 4.2% | 11.5% |
| 净利润同比 | 0.3% | -16.2% |
| 每股收益（稀释后） | $0.33 | $0.12 |
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AMHOSW
| Q4 25 | $455.0M | $242.1M | ||
| Q3 25 | $478.5M | $258.5M | ||
| Q2 25 | $457.5M | $240.7M | ||
| Q1 25 | $459.3M | $219.6M | ||
| Q4 24 | $436.6M | $217.2M | ||
| Q3 24 | $445.1M | $241.7M | ||
| Q2 24 | $423.5M | $224.9M | ||
| Q1 24 | $423.6M | $211.2M |
净利润AMHOSW
| Q4 25 | $144.3M | $12.1M | ||
| Q3 25 | $116.8M | $24.3M | ||
| Q2 25 | $123.6M | $19.9M | ||
| Q1 25 | $128.7M | $15.3M | ||
| Q4 24 | $143.9M | $14.4M | ||
| Q3 24 | $87.6M | $21.6M | ||
| Q2 24 | $108.5M | $15.8M | ||
| Q1 24 | $128.1M | $21.2M |
营业利润率AMHOSW
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 10.2% | ||
| Q2 25 | — | 9.2% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | 7.9% | ||
| Q3 24 | — | 10.3% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 8.0% |
净利率AMHOSW
| Q4 25 | 31.7% | 5.0% | ||
| Q3 25 | 24.4% | 9.4% | ||
| Q2 25 | 27.0% | 8.3% | ||
| Q1 25 | 28.0% | 7.0% | ||
| Q4 24 | 33.0% | 6.6% | ||
| Q3 24 | 19.7% | 8.9% | ||
| Q2 24 | 25.6% | 7.0% | ||
| Q1 24 | 30.2% | 10.0% |
每股收益（稀释后）AMHOSW
| Q4 25 | $0.33 | $0.12 | ||
| Q3 25 | $0.27 | $0.23 | ||
| Q2 25 | $0.28 | $0.19 | ||
| Q1 25 | $0.30 | $0.15 | ||
| Q4 24 | $0.33 | $0.13 | ||
| Q3 24 | $0.20 | $0.20 | ||
| Q2 24 | $0.25 | $0.15 | ||
| Q1 24 | $0.30 | $0.21 |
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 | $16.3M |
| 总债务越低越好 | $5.1B | $84.0M |
| 股东权益账面价值 | $7.0B | $542.6M |
| 总资产 | $13.2B | $707.1M |
| 负债/权益比越低杠杆越低 | 0.72× | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资AMHOSW
| Q4 25 | $108.5M | $16.3M | ||
| Q3 25 | $45.6M | $29.6M | ||
| Q2 25 | $323.3M | $35.0M | ||
| Q1 25 | $69.7M | $22.6M | ||
| Q4 24 | $199.4M | $57.4M | ||
| Q3 24 | $162.5M | $48.8M | ||
| Q2 24 | $718.4M | $62.5M | ||
| Q1 24 | $124.8M | $65.4M |
总债务AMHOSW
| Q4 25 | $5.1B | $84.0M | ||
| Q3 25 | $4.8B | $85.2M | ||
| Q2 25 | $5.2B | $96.2M | ||
| Q1 25 | $4.9B | $97.4M | ||
| Q4 24 | $5.0B | $98.6M | ||
| Q3 24 | $4.5B | $98.7M | ||
| Q2 24 | $5.0B | $123.8M | ||
| Q1 24 | $4.5B | $138.6M |
股东权益AMHOSW
| Q4 25 | $7.0B | $542.6M | ||
| Q3 25 | $7.2B | $552.8M | ||
| Q2 25 | $7.2B | $548.3M | ||
| Q1 25 | $7.2B | $530.6M | ||
| Q4 24 | $7.2B | $554.5M | ||
| Q3 24 | $7.0B | $540.1M | ||
| Q2 24 | $7.0B | $532.7M | ||
| Q1 24 | $7.0B | $515.5M |
总资产AMHOSW
| Q4 25 | $13.2B | $707.1M | ||
| Q3 25 | $13.3B | $732.6M | ||
| Q2 25 | $13.6B | $731.8M | ||
| Q1 25 | $13.3B | $708.7M | ||
| Q4 24 | $13.4B | $746.4M | ||
| Q3 24 | $12.8B | $734.0M | ||
| Q2 24 | $13.3B | $756.8M | ||
| Q1 24 | $12.8B | $763.6M |
负债/权益比AMHOSW
| Q4 25 | 0.72× | 0.15× | ||
| Q3 25 | 0.68× | 0.15× | ||
| Q2 25 | 0.72× | 0.18× | ||
| Q1 25 | 0.69× | 0.18× | ||
| Q4 24 | 0.70× | 0.18× | ||
| Q3 24 | 0.64× | 0.18× | ||
| Q2 24 | 0.71× | 0.23× | ||
| Q1 24 | 0.64× | 0.27× |
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 | $20.0M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $14.9M |
| 自由现金流率自由现金流/营收 | 181.0% | 6.2% |
| 资本支出强度资本支出/营收 | 8.9% | 2.1% |
| 现金转化率经营现金流/净利润 | 5.99× | 1.65× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $68.4M |
8季度趋势，按日历期对齐
经营现金流AMHOSW
| Q4 25 | $864.3M | $20.0M | ||
| Q3 25 | $223.3M | $33.2M | ||
| Q2 25 | $271.9M | $20.3M | ||
| Q1 25 | $223.4M | $10.1M | ||
| Q4 24 | $811.5M | $16.6M | ||
| Q3 24 | $233.6M | $28.6M | ||
| Q2 24 | $274.0M | $18.7M | ||
| Q1 24 | $201.8M | $15.0M |
自由现金流AMHOSW
| Q4 25 | $823.7M | $14.9M | ||
| Q3 25 | $214.5M | $27.6M | ||
| Q2 25 | $257.7M | $17.6M | ||
| Q1 25 | $215.9M | $8.4M | ||
| Q4 24 | $777.5M | $13.2M | ||
| Q3 24 | $225.3M | $27.5M | ||
| Q2 24 | $263.3M | $17.6M | ||
| Q1 24 | $191.0M | $13.7M |
自由现金流率AMHOSW
| Q4 25 | 181.0% | 6.2% | ||
| Q3 25 | 44.8% | 10.7% | ||
| Q2 25 | 56.3% | 7.3% | ||
| Q1 25 | 47.0% | 3.8% | ||
| Q4 24 | 178.1% | 6.1% | ||
| Q3 24 | 50.6% | 11.4% | ||
| Q2 24 | 62.2% | 7.8% | ||
| Q1 24 | 45.1% | 6.5% |
资本支出强度AMHOSW
| Q4 25 | 8.9% | 2.1% | ||
| Q3 25 | 1.8% | 2.2% | ||
| Q2 25 | 3.1% | 1.1% | ||
| Q1 25 | 1.6% | 0.8% | ||
| Q4 24 | 7.8% | 1.5% | ||
| Q3 24 | 1.9% | 0.5% | ||
| Q2 24 | 2.5% | 0.5% | ||
| Q1 24 | 2.6% | 0.6% |
现金转化率AMHOSW
| Q4 25 | 5.99× | 1.65× | ||
| Q3 25 | 1.91× | 1.36× | ||
| Q2 25 | 2.20× | 1.02× | ||
| Q1 25 | 1.74× | 0.66× | ||
| Q4 24 | 5.64× | 1.15× | ||
| Q3 24 | 2.67× | 1.33× | ||
| Q2 24 | 2.52× | 1.19× | ||
| Q1 24 | 1.58× | 0.71× |
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
OSW
| Services | $197.3M | 82% |
| Products | $44.8M | 18% |
