vs
American Homes 4 Rent（AMH）与RBC Bearings INC（RBC）财务数据对比。点击上方公司名可切换其他公司
RBC Bearings INC的季度营收约是American Homes 4 Rent的1.0倍（$461.6M vs $455.0M），American Homes 4 Rent净利率更高（31.7% vs 14.6%，领先17.1%），RBC Bearings INC同比增速更快（17.0% vs 4.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $99.1M），过去两年RBC Bearings INC的营收复合增速更高（5.6% 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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
AMH vs RBC — 直观对比
营收规模更大
RBC
是对方的1.0倍
$455.0M
营收增速更快
RBC
高出12.8%
4.2%
净利率更高
AMH
高出17.1%
14.6%
自由现金流更多
AMH
多$724.6M
$99.1M
两年增速更快
RBC
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $461.6M |
| 净利润 | $144.3M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | — | 22.3% |
| 净利率 | 31.7% | 14.6% |
| 营收同比 | 4.2% | 17.0% |
| 净利润同比 | 0.3% | 16.4% |
| 每股收益（稀释后） | $0.33 | $2.13 |
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AMHRBC
| Q4 25 | $455.0M | $461.6M | ||
| Q3 25 | $478.5M | $455.3M | ||
| Q2 25 | $457.5M | $436.0M | ||
| Q1 25 | $459.3M | $437.7M | ||
| Q4 24 | $436.6M | $394.4M | ||
| Q3 24 | $445.1M | $397.9M | ||
| Q2 24 | $423.5M | $406.3M | ||
| Q1 24 | $423.6M | $413.7M |
净利润AMHRBC
| Q4 25 | $144.3M | $67.4M | ||
| Q3 25 | $116.8M | $60.0M | ||
| Q2 25 | $123.6M | $68.5M | ||
| Q1 25 | $128.7M | $72.7M | ||
| Q4 24 | $143.9M | $57.9M | ||
| Q3 24 | $87.6M | $54.2M | ||
| Q2 24 | $108.5M | $61.4M | ||
| Q1 24 | $128.1M | — |
毛利率AMHRBC
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% | ||
| Q1 24 | — | 43.1% |
营业利润率AMHRBC
| Q4 25 | — | 22.3% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | — | 23.2% | ||
| Q1 25 | — | 23.0% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | — | 24.0% | ||
| Q1 24 | — | 22.8% |
净利率AMHRBC
| Q4 25 | 31.7% | 14.6% | ||
| Q3 25 | 24.4% | 13.2% | ||
| Q2 25 | 27.0% | 15.7% | ||
| Q1 25 | 28.0% | 16.6% | ||
| Q4 24 | 33.0% | 14.7% | ||
| Q3 24 | 19.7% | 13.6% | ||
| Q2 24 | 25.6% | 15.1% | ||
| Q1 24 | 30.2% | — |
每股收益（稀释后）AMHRBC
| Q4 25 | $0.33 | $2.13 | ||
| Q3 25 | $0.27 | $1.90 | ||
| Q2 25 | $0.28 | $2.17 | ||
| Q1 25 | $0.30 | $2.33 | ||
| Q4 24 | $0.33 | $1.82 | ||
| Q3 24 | $0.20 | $1.65 | ||
| Q2 24 | $0.25 | $1.90 | ||
| Q1 24 | $0.30 | $1.92 |
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 | $107.6M |
| 总债务越低越好 | $5.1B | $990.2M |
| 股东权益账面价值 | $7.0B | $3.3B |
| 总资产 | $13.2B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.72× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资AMHRBC
| Q4 25 | $108.5M | $107.6M | ||
| Q3 25 | $45.6M | $91.2M | ||
| Q2 25 | $323.3M | $132.9M | ||
| Q1 25 | $69.7M | $36.8M | ||
| Q4 24 | $199.4M | — | ||
| Q3 24 | $162.5M | — | ||
| Q2 24 | $718.4M | $76.8M | ||
| Q1 24 | $124.8M | $63.5M |
总债务AMHRBC
| Q4 25 | $5.1B | $990.2M | ||
| Q3 25 | $4.8B | $1.1B | ||
| Q2 25 | $5.2B | $915.6M | ||
| Q1 25 | $4.9B | $920.1M | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | $1.2B |
股东权益AMHRBC
| Q4 25 | $7.0B | $3.3B | ||
| Q3 25 | $7.2B | $3.2B | ||
| Q2 25 | $7.2B | $3.1B | ||
| Q1 25 | $7.2B | $3.0B | ||
| Q4 24 | $7.2B | $2.9B | ||
| Q3 24 | $7.0B | $2.9B | ||
| Q2 24 | $7.0B | $2.8B | ||
| Q1 24 | $7.0B | $2.8B |
总资产AMHRBC
| Q4 25 | $13.2B | $5.1B | ||
| Q3 25 | $13.3B | $5.1B | ||
| Q2 25 | $13.6B | $4.8B | ||
| Q1 25 | $13.3B | $4.7B | ||
| Q4 24 | $13.4B | $4.7B | ||
| Q3 24 | $12.8B | $4.7B | ||
| Q2 24 | $13.3B | $4.7B | ||
| Q1 24 | $12.8B | $4.7B |
负债/权益比AMHRBC
| Q4 25 | 0.72× | 0.30× | ||
| Q3 25 | 0.68× | 0.34× | ||
| Q2 25 | 0.72× | 0.29× | ||
| Q1 25 | 0.69× | 0.30× | ||
| Q4 24 | 0.70× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.64× | 0.43× |
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 | $864.3M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $99.1M |
| 自由现金流率自由现金流/营收 | 181.0% | 21.5% |
| 资本支出强度资本支出/营收 | 8.9% | 5.0% |
| 现金转化率经营现金流/净利润 | 5.99× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $1.5B | — |
8季度趋势，按日历期对齐
经营现金流AMHRBC
| Q4 25 | $864.3M | $122.1M | ||
| Q3 25 | $223.3M | $88.4M | ||
| Q2 25 | $271.9M | $120.0M | ||
| Q1 25 | $223.4M | — | ||
| Q4 24 | $811.5M | $84.0M | ||
| Q3 24 | $233.6M | — | ||
| Q2 24 | $274.0M | $97.4M | ||
| Q1 24 | $201.8M | — |
自由现金流AMHRBC
| Q4 25 | $823.7M | $99.1M | ||
| Q3 25 | $214.5M | $71.7M | ||
| Q2 25 | $257.7M | $104.3M | ||
| Q1 25 | $215.9M | — | ||
| Q4 24 | $777.5M | $73.6M | ||
| Q3 24 | $225.3M | — | ||
| Q2 24 | $263.3M | $88.4M | ||
| Q1 24 | $191.0M | — |
自由现金流率AMHRBC
| Q4 25 | 181.0% | 21.5% | ||
| Q3 25 | 44.8% | 15.7% | ||
| Q2 25 | 56.3% | 23.9% | ||
| Q1 25 | 47.0% | — | ||
| Q4 24 | 178.1% | 18.7% | ||
| Q3 24 | 50.6% | — | ||
| Q2 24 | 62.2% | 21.8% | ||
| Q1 24 | 45.1% | — |
资本支出强度AMHRBC
| Q4 25 | 8.9% | 5.0% | ||
| Q3 25 | 1.8% | 3.7% | ||
| Q2 25 | 3.1% | 3.6% | ||
| Q1 25 | 1.6% | 3.2% | ||
| Q4 24 | 7.8% | 2.6% | ||
| Q3 24 | 1.9% | 4.1% | ||
| Q2 24 | 2.5% | 2.2% | ||
| Q1 24 | 2.6% | — |
现金转化率AMHRBC
| Q4 25 | 5.99× | 1.81× | ||
| Q3 25 | 1.91× | 1.47× | ||
| Q2 25 | 2.20× | 1.75× | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | 1.45× | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | 1.59× | ||
| 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
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
