vs
American Homes 4 Rent（AMH）与OUTFRONT Media Inc.（OUT）财务数据对比。点击上方公司名可切换其他公司
OUTFRONT Media Inc.的季度营收约是American Homes 4 Rent的1.1倍（$513.3M vs $455.0M），American Homes 4 Rent净利率更高（31.7% vs 18.9%，领先12.8%），American Homes 4 Rent同比增速更快（4.2% vs 4.1%），American Homes 4 Rent自由现金流更多（$823.7M vs $93.3M），过去两年OUTFRONT Media Inc.的营收复合增速更高（12.1% 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。
OUTFRONT Media Inc.是一家美国广告企业，业务覆盖美国本土，由首席执行官Nick Brien领导美洲区业务，核心经营广告牌及公共交通展示广告两大业务板块，是户外广告领域的重要参与者。
AMH vs OUT — 直观对比
营收规模更大
OUT
是对方的1.1倍
$455.0M
营收增速更快
AMH
高出0.1%
4.1%
净利率更高
AMH
高出12.8%
18.9%
自由现金流更多
AMH
多$730.4M
$93.3M
两年增速更快
OUT
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $513.3M |
| 净利润 | $144.3M | $96.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 26.0% |
| 净利率 | 31.7% | 18.9% |
| 营收同比 | 4.2% | 4.1% |
| 净利润同比 | 0.3% | 30.8% |
| 每股收益（稀释后） | $0.33 | $0.57 |
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AMHOUT
| Q4 25 | $455.0M | $513.3M | ||
| Q3 25 | $478.5M | $467.5M | ||
| Q2 25 | $457.5M | $460.2M | ||
| Q1 25 | $459.3M | $390.7M | ||
| Q4 24 | $436.6M | $493.2M | ||
| Q3 24 | $445.1M | $451.9M | ||
| Q2 24 | $423.5M | $477.3M | ||
| Q1 24 | $423.6M | $408.5M |
净利润AMHOUT
| Q4 25 | $144.3M | $96.8M | ||
| Q3 25 | $116.8M | $51.3M | ||
| Q2 25 | $123.6M | $19.5M | ||
| Q1 25 | $128.7M | $-20.6M | ||
| Q4 24 | $143.9M | $74.0M | ||
| Q3 24 | $87.6M | $34.6M | ||
| Q2 24 | $108.5M | $176.8M | ||
| Q1 24 | $128.1M | $-27.2M |
营业利润率AMHOUT
| Q4 25 | — | 26.0% | ||
| Q3 25 | — | 19.2% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | — | 15.8% | ||
| Q2 24 | — | 48.0% | ||
| Q1 24 | — | 3.4% |
净利率AMHOUT
| Q4 25 | 31.7% | 18.9% | ||
| Q3 25 | 24.4% | 11.0% | ||
| Q2 25 | 27.0% | 4.2% | ||
| Q1 25 | 28.0% | -5.3% | ||
| Q4 24 | 33.0% | 15.0% | ||
| Q3 24 | 19.7% | 7.7% | ||
| Q2 24 | 25.6% | 37.0% | ||
| Q1 24 | 30.2% | -6.7% |
每股收益（稀释后）AMHOUT
| Q4 25 | $0.33 | $0.57 | ||
| Q3 25 | $0.27 | $0.29 | ||
| Q2 25 | $0.28 | $0.10 | ||
| Q1 25 | $0.30 | $-0.14 | ||
| Q4 24 | $0.33 | $0.49 | ||
| Q3 24 | $0.20 | $0.19 | ||
| Q2 24 | $0.25 | $1.01 | ||
| Q1 24 | $0.30 | $-0.18 |
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 | $99.9M |
| 总债务越低越好 | $5.1B | — |
| 股东权益账面价值 | $7.0B | $710.4M |
| 总资产 | $13.2B | $5.3B |
| 负债/权益比越低杠杆越低 | 0.72× | — |
8季度趋势，按日历期对齐
现金及短期投资AMHOUT
| Q4 25 | $108.5M | $99.9M | ||
| Q3 25 | $45.6M | $63.0M | ||
| Q2 25 | $323.3M | $28.5M | ||
| Q1 25 | $69.7M | $30.5M | ||
| Q4 24 | $199.4M | $46.9M | ||
| Q3 24 | $162.5M | $28.0M | ||
| Q2 24 | $718.4M | $49.6M | ||
| Q1 24 | $124.8M | $42.4M |
总债务AMHOUT
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | — |
股东权益AMHOUT
| Q4 25 | $7.0B | $710.4M | ||
| Q3 25 | $7.2B | $542.6M | ||
| Q2 25 | $7.2B | $539.1M | ||
| Q1 25 | $7.2B | $566.9M | ||
| Q4 24 | $7.2B | $649.0M | ||
| Q3 24 | $7.0B | $618.2M | ||
| Q2 24 | $7.0B | $664.9M | ||
| Q1 24 | $7.0B | $524.2M |
总资产AMHOUT
| Q4 25 | $13.2B | $5.3B | ||
| Q3 25 | $13.3B | $5.2B | ||
| Q2 25 | $13.6B | $5.1B | ||
| Q1 25 | $13.3B | $5.1B | ||
| Q4 24 | $13.4B | $5.2B | ||
| Q3 24 | $12.8B | $5.2B | ||
| Q2 24 | $13.3B | $5.3B | ||
| Q1 24 | $12.8B | $5.5B |
负债/权益比AMHOUT
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.64× | — |
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 | $118.1M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $93.3M |
| 自由现金流率自由现金流/营收 | 181.0% | 18.2% |
| 资本支出强度资本支出/营收 | 8.9% | 4.8% |
| 现金转化率经营现金流/净利润 | 5.99× | 1.22× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $218.8M |
8季度趋势，按日历期对齐
经营现金流AMHOUT
| Q4 25 | $864.3M | $118.1M | ||
| Q3 25 | $223.3M | $88.8M | ||
| Q2 25 | $271.9M | $67.1M | ||
| Q1 25 | $223.4M | $33.6M | ||
| Q4 24 | $811.5M | $124.5M | ||
| Q3 24 | $233.6M | $73.1M | ||
| Q2 24 | $274.0M | $71.0M | ||
| Q1 24 | $201.8M | $30.6M |
自由现金流AMHOUT
| Q4 25 | $823.7M | $93.3M | ||
| Q3 25 | $214.5M | $67.7M | ||
| Q2 25 | $257.7M | $41.4M | ||
| Q1 25 | $215.9M | $16.4M | ||
| Q4 24 | $777.5M | $106.3M | ||
| Q3 24 | $225.3M | $55.5M | ||
| Q2 24 | $263.3M | $47.1M | ||
| Q1 24 | $191.0M | $12.2M |
自由现金流率AMHOUT
| Q4 25 | 181.0% | 18.2% | ||
| Q3 25 | 44.8% | 14.5% | ||
| Q2 25 | 56.3% | 9.0% | ||
| Q1 25 | 47.0% | 4.2% | ||
| Q4 24 | 178.1% | 21.6% | ||
| Q3 24 | 50.6% | 12.3% | ||
| Q2 24 | 62.2% | 9.9% | ||
| Q1 24 | 45.1% | 3.0% |
资本支出强度AMHOUT
| Q4 25 | 8.9% | 4.8% | ||
| Q3 25 | 1.8% | 4.5% | ||
| Q2 25 | 3.1% | 5.6% | ||
| Q1 25 | 1.6% | 4.4% | ||
| Q4 24 | 7.8% | 3.7% | ||
| Q3 24 | 1.9% | 3.9% | ||
| Q2 24 | 2.5% | 5.0% | ||
| Q1 24 | 2.6% | 4.5% |
现金转化率AMHOUT
| Q4 25 | 5.99× | 1.22× | ||
| Q3 25 | 1.91× | 1.73× | ||
| Q2 25 | 2.20× | 3.44× | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | 1.68× | ||
| Q3 24 | 2.67× | 2.11× | ||
| Q2 24 | 2.52× | 0.40× | ||
| 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
OUT
| Static Displays | $236.3M | 46% |
| Other | $134.8M | 26% |
| Digital Displays | $125.3M | 24% |
| Other Revenues | $1.9M | 0% |
