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American Homes 4 Rent（AMH）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是American Homes 4 Rent的1.7倍（$772.1M vs $455.0M），American Homes 4 Rent净利率更高（31.7% vs 12.7%，领先19.0%），Revvity同比增速更快（5.9% vs 4.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $161.8M），过去两年Revvity的营收复合增速更高（9.0% 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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
AMH vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.7倍
$455.0M
营收增速更快
RVTY
高出1.6%
4.2%
净利率更高
AMH
高出19.0%
12.7%
自由现金流更多
AMH
多$661.9M
$161.8M
两年增速更快
RVTY
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $772.1M |
| 净利润 | $144.3M | $98.4M |
| 毛利率 | — | — |
| 营业利润率 | — | 14.5% |
| 净利率 | 31.7% | 12.7% |
| 营收同比 | 4.2% | 5.9% |
| 净利润同比 | 0.3% | 3.9% |
| 每股收益（稀释后） | $0.33 | $0.86 |
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AMHRVTY
| Q4 25 | $455.0M | $772.1M | ||
| Q3 25 | $478.5M | $698.9M | ||
| Q2 25 | $457.5M | $720.3M | ||
| Q1 25 | $459.3M | $664.8M | ||
| Q4 24 | $436.6M | $729.4M | ||
| Q3 24 | $445.1M | $684.0M | ||
| Q2 24 | $423.5M | $691.7M | ||
| Q1 24 | $423.6M | $649.9M |
净利润AMHRVTY
| Q4 25 | $144.3M | $98.4M | ||
| Q3 25 | $116.8M | $46.7M | ||
| Q2 25 | $123.6M | $53.9M | ||
| Q1 25 | $128.7M | $42.2M | ||
| Q4 24 | $143.9M | $94.6M | ||
| Q3 24 | $87.6M | $94.4M | ||
| Q2 24 | $108.5M | $55.4M | ||
| Q1 24 | $128.1M | $26.0M |
毛利率AMHRVTY
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.3% | ||
| Q2 24 | — | 55.7% | ||
| Q1 24 | — | 54.6% |
营业利润率AMHRVTY
| Q4 25 | — | 14.5% | ||
| Q3 25 | — | 11.7% | ||
| Q2 25 | — | 12.6% | ||
| Q1 25 | — | 10.9% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 12.4% | ||
| Q1 24 | — | 6.8% |
净利率AMHRVTY
| Q4 25 | 31.7% | 12.7% | ||
| Q3 25 | 24.4% | 6.7% | ||
| Q2 25 | 27.0% | 7.5% | ||
| Q1 25 | 28.0% | 6.4% | ||
| Q4 24 | 33.0% | 13.0% | ||
| Q3 24 | 19.7% | 13.8% | ||
| Q2 24 | 25.6% | 8.0% | ||
| Q1 24 | 30.2% | 4.0% |
每股收益（稀释后）AMHRVTY
| Q4 25 | $0.33 | $0.86 | ||
| Q3 25 | $0.27 | $0.40 | ||
| Q2 25 | $0.28 | $0.46 | ||
| Q1 25 | $0.30 | $0.35 | ||
| Q4 24 | $0.33 | $0.77 | ||
| Q3 24 | $0.20 | $0.77 | ||
| Q2 24 | $0.25 | $0.45 | ||
| 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 | $919.9M |
| 总债务越低越好 | $5.1B | — |
| 股东权益账面价值 | $7.0B | $7.3B |
| 总资产 | $13.2B | $12.2B |
| 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AMHRVTY
| Q4 25 | $108.5M | $919.9M | ||
| Q3 25 | $45.6M | $931.4M | ||
| Q2 25 | $323.3M | $991.8M | ||
| Q1 25 | $69.7M | $1.1B | ||
| Q4 24 | $199.4M | $1.2B | ||
| Q3 24 | $162.5M | $1.2B | ||
| Q2 24 | $718.4M | $2.0B | ||
| Q1 24 | $124.8M | $1.7B |
总债务AMHRVTY
| 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AMHRVTY
| Q4 25 | $7.0B | $7.3B | ||
| Q3 25 | $7.2B | $7.4B | ||
| Q2 25 | $7.2B | $7.6B | ||
| Q1 25 | $7.2B | $7.6B | ||
| Q4 24 | $7.2B | $7.7B | ||
| Q3 24 | $7.0B | $7.9B | ||
| Q2 24 | $7.0B | $7.9B | ||
| Q1 24 | $7.0B | $7.8B |
总资产AMHRVTY
| Q4 25 | $13.2B | $12.2B | ||
| Q3 25 | $13.3B | $12.1B | ||
| Q2 25 | $13.6B | $12.4B | ||
| Q1 25 | $13.3B | $12.4B | ||
| Q4 24 | $13.4B | $12.4B | ||
| Q3 24 | $12.8B | $12.8B | ||
| Q2 24 | $13.3B | $13.4B | ||
| Q1 24 | $12.8B | $13.4B |
负债/权益比AMHRVTY
| 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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $161.8M |
| 自由现金流率自由现金流/营收 | 181.0% | 21.0% |
| 资本支出强度资本支出/营收 | 8.9% | 2.6% |
| 现金转化率经营现金流/净利润 | 5.99× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $509.4M |
8季度趋势，按日历期对齐
经营现金流AMHRVTY
| Q4 25 | $864.3M | $182.0M | ||
| Q3 25 | $223.3M | $138.5M | ||
| Q2 25 | $271.9M | $134.3M | ||
| Q1 25 | $223.4M | $128.2M | ||
| Q4 24 | $811.5M | $174.2M | ||
| Q3 24 | $233.6M | $147.9M | ||
| Q2 24 | $274.0M | $158.6M | ||
| Q1 24 | $201.8M | $147.6M |
自由现金流AMHRVTY
| Q4 25 | $823.7M | $161.8M | ||
| Q3 25 | $214.5M | $120.0M | ||
| Q2 25 | $257.7M | $115.5M | ||
| Q1 25 | $215.9M | $112.2M | ||
| Q4 24 | $777.5M | $149.8M | ||
| Q3 24 | $225.3M | $125.6M | ||
| Q2 24 | $263.3M | $136.6M | ||
| Q1 24 | $191.0M | $129.7M |
自由现金流率AMHRVTY
| Q4 25 | 181.0% | 21.0% | ||
| Q3 25 | 44.8% | 17.2% | ||
| Q2 25 | 56.3% | 16.0% | ||
| Q1 25 | 47.0% | 16.9% | ||
| Q4 24 | 178.1% | 20.5% | ||
| Q3 24 | 50.6% | 18.4% | ||
| Q2 24 | 62.2% | 19.7% | ||
| Q1 24 | 45.1% | 20.0% |
资本支出强度AMHRVTY
| Q4 25 | 8.9% | 2.6% | ||
| Q3 25 | 1.8% | 2.6% | ||
| Q2 25 | 3.1% | 2.6% | ||
| Q1 25 | 1.6% | 2.4% | ||
| Q4 24 | 7.8% | 3.4% | ||
| Q3 24 | 1.9% | 3.3% | ||
| Q2 24 | 2.5% | 3.2% | ||
| Q1 24 | 2.6% | 2.7% |
现金转化率AMHRVTY
| Q4 25 | 5.99× | 1.85× | ||
| Q3 25 | 1.91× | 2.97× | ||
| Q2 25 | 2.20× | 2.49× | ||
| Q1 25 | 1.74× | 3.03× | ||
| Q4 24 | 5.64× | 1.84× | ||
| Q3 24 | 2.67× | 1.57× | ||
| Q2 24 | 2.52× | 2.87× | ||
| Q1 24 | 1.58× | 5.67× |
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
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
