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American Homes 4 Rent（AMH）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.4倍（$455.0M vs $324.4M），American Homes 4 Rent净利率更高（31.7% vs 5.7%，领先26.0%），Revolve Group, Inc.同比增速更快（10.4% vs 4.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
AMH vs RVLV — 直观对比
营收规模更大
AMH
是对方的1.4倍
$324.4M
营收增速更快
RVLV
高出6.2%
4.2%
净利率更高
AMH
高出26.0%
5.7%
自由现金流更多
AMH
多$837.0M
$-13.3M
两年增速更快
RVLV
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $324.4M |
| 净利润 | $144.3M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | — | 6.3% |
| 净利率 | 31.7% | 5.7% |
| 营收同比 | 4.2% | 10.4% |
| 净利润同比 | 0.3% | 50.4% |
| 每股收益（稀释后） | $0.33 | $0.27 |
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AMHRVLV
| Q4 25 | $455.0M | $324.4M | ||
| Q3 25 | $478.5M | $295.6M | ||
| Q2 25 | $457.5M | $309.0M | ||
| Q1 25 | $459.3M | $296.7M | ||
| Q4 24 | $436.6M | $293.7M | ||
| Q3 24 | $445.1M | $283.1M | ||
| Q2 24 | $423.5M | $282.5M | ||
| Q1 24 | $423.6M | $270.6M |
净利润AMHRVLV
| Q4 25 | $144.3M | $18.6M | ||
| Q3 25 | $116.8M | $21.2M | ||
| Q2 25 | $123.6M | $10.2M | ||
| Q1 25 | $128.7M | $11.8M | ||
| Q4 24 | $143.9M | $12.3M | ||
| Q3 24 | $87.6M | $11.0M | ||
| Q2 24 | $108.5M | $15.4M | ||
| Q1 24 | $128.1M | $10.9M |
毛利率AMHRVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率AMHRVLV
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 3.4% |
净利率AMHRVLV
| Q4 25 | 31.7% | 5.7% | ||
| Q3 25 | 24.4% | 7.2% | ||
| Q2 25 | 27.0% | 3.3% | ||
| Q1 25 | 28.0% | 4.0% | ||
| Q4 24 | 33.0% | 4.2% | ||
| Q3 24 | 19.7% | 3.9% | ||
| Q2 24 | 25.6% | 5.4% | ||
| Q1 24 | 30.2% | 4.0% |
每股收益（稀释后）AMHRVLV
| Q4 25 | $0.33 | $0.27 | ||
| Q3 25 | $0.27 | $0.29 | ||
| Q2 25 | $0.28 | $0.14 | ||
| Q1 25 | $0.30 | $0.16 | ||
| Q4 24 | $0.33 | $0.18 | ||
| Q3 24 | $0.20 | $0.15 | ||
| Q2 24 | $0.25 | $0.21 | ||
| Q1 24 | $0.30 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | $5.1B | — |
| 股东权益账面价值 | $7.0B | $512.5M |
| 总资产 | $13.2B | $765.0M |
| 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AMHRVLV
| Q4 25 | $108.5M | $292.3M | ||
| Q3 25 | $45.6M | $315.4M | ||
| Q2 25 | $323.3M | $310.7M | ||
| Q1 25 | $69.7M | $300.8M | ||
| Q4 24 | $199.4M | $256.6M | ||
| Q3 24 | $162.5M | $252.8M | ||
| Q2 24 | $718.4M | $244.7M | ||
| Q1 24 | $124.8M | $273.4M |
总债务AMHRVLV
| 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AMHRVLV
| Q4 25 | $7.0B | $512.5M | ||
| Q3 25 | $7.2B | $490.2M | ||
| Q2 25 | $7.2B | $468.6M | ||
| Q1 25 | $7.2B | $453.4M | ||
| Q4 24 | $7.2B | $437.8M | ||
| Q3 24 | $7.0B | $420.8M | ||
| Q2 24 | $7.0B | $405.8M | ||
| Q1 24 | $7.0B | $389.9M |
总资产AMHRVLV
| Q4 25 | $13.2B | $765.0M | ||
| Q3 25 | $13.3B | $751.3M | ||
| Q2 25 | $13.6B | $722.9M | ||
| Q1 25 | $13.3B | $713.9M | ||
| Q4 24 | $13.4B | $665.5M | ||
| Q3 24 | $12.8B | $670.9M | ||
| Q2 24 | $13.3B | $657.8M | ||
| Q1 24 | $12.8B | $650.0M |
负债/权益比AMHRVLV
| 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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $-13.3M |
| 自由现金流率自由现金流/营收 | 181.0% | -4.1% |
| 资本支出强度资本支出/营收 | 8.9% | 1.0% |
| 现金转化率经营现金流/净利润 | 5.99× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $48.0M |
8季度趋势，按日历期对齐
经营现金流AMHRVLV
| Q4 25 | $864.3M | $-10.2M | ||
| Q3 25 | $223.3M | $11.8M | ||
| Q2 25 | $271.9M | $12.6M | ||
| Q1 25 | $223.4M | $45.1M | ||
| Q4 24 | $811.5M | $3.9M | ||
| Q3 24 | $233.6M | $9.1M | ||
| Q2 24 | $274.0M | $-24.7M | ||
| Q1 24 | $201.8M | $38.4M |
自由现金流AMHRVLV
| Q4 25 | $823.7M | $-13.3M | ||
| Q3 25 | $214.5M | $7.5M | ||
| Q2 25 | $257.7M | $10.4M | ||
| Q1 25 | $215.9M | $43.4M | ||
| Q4 24 | $777.5M | $2.1M | ||
| Q3 24 | $225.3M | $8.0M | ||
| Q2 24 | $263.3M | $-25.7M | ||
| Q1 24 | $191.0M | $36.7M |
自由现金流率AMHRVLV
| Q4 25 | 181.0% | -4.1% | ||
| Q3 25 | 44.8% | 2.5% | ||
| Q2 25 | 56.3% | 3.4% | ||
| Q1 25 | 47.0% | 14.6% | ||
| Q4 24 | 178.1% | 0.7% | ||
| Q3 24 | 50.6% | 2.8% | ||
| Q2 24 | 62.2% | -9.1% | ||
| Q1 24 | 45.1% | 13.5% |
资本支出强度AMHRVLV
| Q4 25 | 8.9% | 1.0% | ||
| Q3 25 | 1.8% | 1.5% | ||
| Q2 25 | 3.1% | 0.7% | ||
| Q1 25 | 1.6% | 0.6% | ||
| Q4 24 | 7.8% | 0.6% | ||
| Q3 24 | 1.9% | 0.4% | ||
| Q2 24 | 2.5% | 0.4% | ||
| Q1 24 | 2.6% | 0.6% |
现金转化率AMHRVLV
| Q4 25 | 5.99× | -0.55× | ||
| Q3 25 | 1.91× | 0.56× | ||
| Q2 25 | 2.20× | 1.24× | ||
| Q1 25 | 1.74× | 3.82× | ||
| Q4 24 | 5.64× | 0.32× | ||
| Q3 24 | 2.67× | 0.83× | ||
| Q2 24 | 2.52× | -1.60× | ||
| Q1 24 | 1.58× | 3.53× |
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
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
