vs
American Homes 4 Rent（AMH）与PROGRESS SOFTWARE CORP（PRGS）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PROGRESS SOFTWARE CORP的1.8倍（$455.0M vs $252.7M），American Homes 4 Rent净利率更高（31.7% vs 10.2%，领先21.5%），PROGRESS SOFTWARE CORP同比增速更快（17.5% vs 4.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $59.9M），过去两年PROGRESS SOFTWARE CORP的营收复合增速更高（17.0% 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。
Progress Software是全球领先的企业级软件服务商，主营应用开发平台、数据连接工具、数字体验解决方案等产品，服务覆盖金融、医疗、制造、零售等多行业的全球企业客户，助力客户搭建高性能可扩展的业务应用，提升运营效率。
AMH vs PRGS — 直观对比
营收规模更大
AMH
是对方的1.8倍
$252.7M
营收增速更快
PRGS
高出13.3%
4.2%
净利率更高
AMH
高出21.5%
10.2%
自由现金流更多
AMH
多$763.7M
$59.9M
两年增速更快
PRGS
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $252.7M |
| 净利润 | $144.3M | $25.7M |
| 毛利率 | — | 81.6% |
| 营业利润率 | — | 15.2% |
| 净利率 | 31.7% | 10.2% |
| 营收同比 | 4.2% | 17.5% |
| 净利润同比 | 0.3% | 2144.6% |
| 每股收益（稀释后） | $0.33 | $0.59 |
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AMHPRGS
| Q4 25 | $455.0M | $252.7M | ||
| Q3 25 | $478.5M | $249.8M | ||
| Q2 25 | $457.5M | $237.4M | ||
| Q1 25 | $459.3M | $238.0M | ||
| Q4 24 | $436.6M | $215.0M | ||
| Q3 24 | $445.1M | $178.7M | ||
| Q2 24 | $423.5M | $175.1M | ||
| Q1 24 | $423.6M | $184.7M |
净利润AMHPRGS
| Q4 25 | $144.3M | $25.7M | ||
| Q3 25 | $116.8M | $19.4M | ||
| Q2 25 | $123.6M | $17.0M | ||
| Q1 25 | $128.7M | $10.9M | ||
| Q4 24 | $143.9M | $1.1M | ||
| Q3 24 | $87.6M | $28.5M | ||
| Q2 24 | $108.5M | $16.2M | ||
| Q1 24 | $128.1M | $22.6M |
毛利率AMHPRGS
| Q4 25 | — | 81.6% | ||
| Q3 25 | — | 81.0% | ||
| Q2 25 | — | 80.1% | ||
| Q1 25 | — | 80.6% | ||
| Q4 24 | — | 83.0% | ||
| Q3 24 | — | 83.7% | ||
| Q2 24 | — | 81.7% | ||
| Q1 24 | — | 82.2% |
营业利润率AMHPRGS
| Q4 25 | — | 15.2% | ||
| Q3 25 | — | 17.6% | ||
| Q2 25 | — | 16.3% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 22.6% | ||
| Q2 24 | — | 15.5% | ||
| Q1 24 | — | 19.0% |
净利率AMHPRGS
| Q4 25 | 31.7% | 10.2% | ||
| Q3 25 | 24.4% | 7.8% | ||
| Q2 25 | 27.0% | 7.2% | ||
| Q1 25 | 28.0% | 4.6% | ||
| Q4 24 | 33.0% | 0.5% | ||
| Q3 24 | 19.7% | 15.9% | ||
| Q2 24 | 25.6% | 9.2% | ||
| Q1 24 | 30.2% | 12.3% |
每股收益（稀释后）AMHPRGS
| Q4 25 | $0.33 | $0.59 | ||
| Q3 25 | $0.27 | $0.44 | ||
| Q2 25 | $0.28 | $0.39 | ||
| Q1 25 | $0.30 | $0.24 | ||
| Q4 24 | $0.33 | $0.01 | ||
| Q3 24 | $0.20 | $0.65 | ||
| Q2 24 | $0.25 | $0.37 | ||
| Q1 24 | $0.30 | $0.51 |
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 | $94.8M |
| 总债务越低越好 | $5.1B | $1.4B |
| 股东权益账面价值 | $7.0B | $478.3M |
| 总资产 | $13.2B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.72× | 2.93× |
8季度趋势，按日历期对齐
现金及短期投资AMHPRGS
| Q4 25 | $108.5M | $94.8M | ||
| Q3 25 | $45.6M | $99.0M | ||
| Q2 25 | $323.3M | $102.0M | ||
| Q1 25 | $69.7M | $124.2M | ||
| Q4 24 | $199.4M | $118.1M | ||
| Q3 24 | $162.5M | $232.7M | ||
| Q2 24 | $718.4M | $190.4M | ||
| Q1 24 | $124.8M | $133.2M |
总债务AMHPRGS
| Q4 25 | $5.1B | $1.4B | ||
| Q3 25 | $4.8B | $1.4B | ||
| Q2 25 | $5.2B | $1.5B | ||
| Q1 25 | $4.9B | $1.5B | ||
| Q4 24 | $5.0B | $1.5B | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | — |
股东权益AMHPRGS
| Q4 25 | $7.0B | $478.3M | ||
| Q3 25 | $7.2B | $477.7M | ||
| Q2 25 | $7.2B | $452.7M | ||
| Q1 25 | $7.2B | $431.8M | ||
| Q4 24 | $7.2B | $438.8M | ||
| Q3 24 | $7.0B | $425.6M | ||
| Q2 24 | $7.0B | $401.7M | ||
| Q1 24 | $7.0B | $461.7M |
总资产AMHPRGS
| Q4 25 | $13.2B | $2.5B | ||
| Q3 25 | $13.3B | $2.4B | ||
| Q2 25 | $13.6B | $2.4B | ||
| Q1 25 | $13.3B | $2.5B | ||
| Q4 24 | $13.4B | $2.5B | ||
| Q3 24 | $12.8B | $1.6B | ||
| Q2 24 | $13.3B | $1.6B | ||
| Q1 24 | $12.8B | $1.5B |
负债/权益比AMHPRGS
| Q4 25 | 0.72× | 2.93× | ||
| Q3 25 | 0.68× | 2.97× | ||
| Q2 25 | 0.72× | 3.22× | ||
| Q1 25 | 0.69× | 3.50× | ||
| Q4 24 | 0.70× | 3.48× | ||
| 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 | $62.8M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $59.9M |
| 自由现金流率自由现金流/营收 | 181.0% | 23.7% |
| 资本支出强度资本支出/营收 | 8.9% | 1.1% |
| 现金转化率经营现金流/净利润 | 5.99× | 2.44× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $229.5M |
8季度趋势，按日历期对齐
经营现金流AMHPRGS
| Q4 25 | $864.3M | $62.8M | ||
| Q3 25 | $223.3M | $73.4M | ||
| Q2 25 | $271.9M | $30.0M | ||
| Q1 25 | $223.4M | $68.9M | ||
| Q4 24 | $811.5M | $19.7M | ||
| Q3 24 | $233.6M | $57.7M | ||
| Q2 24 | $274.0M | $63.7M | ||
| Q1 24 | $201.8M | $70.5M |
自由现金流AMHPRGS
| Q4 25 | $823.7M | $59.9M | ||
| Q3 25 | $214.5M | $72.4M | ||
| Q2 25 | $257.7M | $29.5M | ||
| Q1 25 | $215.9M | $67.7M | ||
| Q4 24 | $777.5M | $16.8M | ||
| Q3 24 | $225.3M | $56.6M | ||
| Q2 24 | $263.3M | $62.7M | ||
| Q1 24 | $191.0M | $70.2M |
自由现金流率AMHPRGS
| Q4 25 | 181.0% | 23.7% | ||
| Q3 25 | 44.8% | 29.0% | ||
| Q2 25 | 56.3% | 12.4% | ||
| Q1 25 | 47.0% | 28.4% | ||
| Q4 24 | 178.1% | 7.8% | ||
| Q3 24 | 50.6% | 31.7% | ||
| Q2 24 | 62.2% | 35.8% | ||
| Q1 24 | 45.1% | 38.0% |
资本支出强度AMHPRGS
| Q4 25 | 8.9% | 1.1% | ||
| Q3 25 | 1.8% | 0.4% | ||
| Q2 25 | 3.1% | 0.2% | ||
| Q1 25 | 1.6% | 0.5% | ||
| Q4 24 | 7.8% | 1.3% | ||
| Q3 24 | 1.9% | 0.6% | ||
| Q2 24 | 2.5% | 0.5% | ||
| Q1 24 | 2.6% | 0.2% |
现金转化率AMHPRGS
| Q4 25 | 5.99× | 2.44× | ||
| Q3 25 | 1.91× | 3.78× | ||
| Q2 25 | 2.20× | 1.76× | ||
| Q1 25 | 1.74× | 6.30× | ||
| Q4 24 | 5.64× | 17.13× | ||
| Q3 24 | 2.67× | 2.03× | ||
| Q2 24 | 2.52× | 3.93× | ||
| Q1 24 | 1.58× | 3.11× |
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
PRGS
| Maintenanceand Services | $187.5M | 74% |
| Share File Acquisition | $67.5M | 27% |
