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American Homes 4 Rent（AMH）与Rackspace Technology, Inc.（RXT）财务数据对比。点击上方公司名可切换其他公司
Rackspace Technology, Inc.的季度营收约是American Homes 4 Rent的1.5倍（$682.8M vs $455.0M），American Homes 4 Rent净利率更高（31.7% vs -4.8%，领先36.5%），American Homes 4 Rent同比增速更快（4.2% vs -0.4%），American Homes 4 Rent自由现金流更多（$823.7M vs $56.0M），过去两年American Homes 4 Rent的营收复合增速更高（3.6% vs -0.6%）
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
AMH vs RXT — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $682.8M |
| 净利润 | $144.3M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | — | -0.5% |
| 净利率 | 31.7% | -4.8% |
| 营收同比 | 4.2% | -0.4% |
| 净利润同比 | 0.3% | 41.6% |
| 每股收益（稀释后） | $0.33 | $-0.13 |
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
| Q4 25 | $455.0M | $682.8M | ||
| Q3 25 | $478.5M | $671.2M | ||
| Q2 25 | $457.5M | $666.3M | ||
| Q1 25 | $459.3M | $665.4M | ||
| Q4 24 | $436.6M | $685.6M | ||
| Q3 24 | $445.1M | $675.8M | ||
| Q2 24 | $423.5M | $684.9M | ||
| Q1 24 | $423.6M | $690.8M |
| Q4 25 | $144.3M | $-32.7M | ||
| Q3 25 | $116.8M | $-67.1M | ||
| Q2 25 | $123.6M | $-54.5M | ||
| Q1 25 | $128.7M | $-71.5M | ||
| Q4 24 | $143.9M | $-56.0M | ||
| Q3 24 | $87.6M | $-186.6M | ||
| Q2 24 | $108.5M | $25.0M | ||
| Q1 24 | $128.1M | $-640.6M |
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 19.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 19.2% | ||
| Q1 24 | — | 19.2% |
| Q4 25 | — | -0.5% | ||
| Q3 25 | — | -5.1% | ||
| Q2 25 | — | -3.8% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | — | -4.2% | ||
| Q3 24 | — | -25.7% | ||
| Q2 24 | — | -7.9% | ||
| Q1 24 | — | -94.5% |
| Q4 25 | 31.7% | -4.8% | ||
| Q3 25 | 24.4% | -10.0% | ||
| Q2 25 | 27.0% | -8.2% | ||
| Q1 25 | 28.0% | -10.7% | ||
| Q4 24 | 33.0% | -8.2% | ||
| Q3 24 | 19.7% | -27.6% | ||
| Q2 24 | 25.6% | 3.7% | ||
| Q1 24 | 30.2% | -92.7% |
| Q4 25 | $0.33 | $-0.13 | ||
| Q3 25 | $0.27 | $-0.28 | ||
| Q2 25 | $0.28 | $-0.23 | ||
| Q1 25 | $0.30 | $-0.31 | ||
| Q4 24 | $0.33 | $-0.20 | ||
| Q3 24 | $0.20 | $-0.82 | ||
| Q2 24 | $0.25 | $0.11 | ||
| Q1 24 | $0.30 | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | $5.1B | $2.7B |
| 股东权益账面价值 | $7.0B | $-1.2B |
| 总资产 | $13.2B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.72× | — |
8季度趋势，按日历期对齐
| Q4 25 | $108.5M | $105.8M | ||
| Q3 25 | $45.6M | $99.5M | ||
| Q2 25 | $323.3M | $103.9M | ||
| Q1 25 | $69.7M | $128.0M | ||
| Q4 24 | $199.4M | $144.0M | ||
| Q3 24 | $162.5M | $157.1M | ||
| Q2 24 | $718.4M | $190.2M | ||
| Q1 24 | $124.8M | $282.6M |
| Q4 25 | $5.1B | $2.7B | ||
| Q3 25 | $4.8B | $2.8B | ||
| Q2 25 | $5.2B | $2.8B | ||
| Q1 25 | $4.9B | $2.8B | ||
| Q4 24 | $5.0B | $2.8B | ||
| Q3 24 | $4.5B | $2.8B | ||
| Q2 24 | $5.0B | $2.9B | ||
| Q1 24 | $4.5B | $3.0B |
| Q4 25 | $7.0B | $-1.2B | ||
| Q3 25 | $7.2B | $-1.2B | ||
| Q2 25 | $7.2B | $-1.1B | ||
| Q1 25 | $7.2B | $-1.1B | ||
| Q4 24 | $7.2B | $-1.0B | ||
| Q3 24 | $7.0B | $-949.7M | ||
| Q2 24 | $7.0B | $-756.2M | ||
| Q1 24 | $7.0B | $-787.2M |
| Q4 25 | $13.2B | $2.8B | ||
| Q3 25 | $13.3B | $2.8B | ||
| Q2 25 | $13.6B | $2.9B | ||
| Q1 25 | $13.3B | $3.0B | ||
| Q4 24 | $13.4B | $3.1B | ||
| Q3 24 | $12.8B | $3.1B | ||
| Q2 24 | $13.3B | $3.4B | ||
| Q1 24 | $12.8B | $3.5B |
| 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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $56.0M |
| 自由现金流率自由现金流/营收 | 181.0% | 8.2% |
| 资本支出强度资本支出/营收 | 8.9% | 0.5% |
| 现金转化率经营现金流/净利润 | 5.99× | — |
| 过去12个月自由现金流最近4个季度 | $1.5B | $90.6M |
8季度趋势，按日历期对齐
| Q4 25 | $864.3M | $59.7M | ||
| Q3 25 | $223.3M | $70.7M | ||
| Q2 25 | $271.9M | $8.4M | ||
| Q1 25 | $223.4M | $12.6M | ||
| Q4 24 | $811.5M | $54.3M | ||
| Q3 24 | $233.6M | $51.8M | ||
| Q2 24 | $274.0M | $24.1M | ||
| Q1 24 | $201.8M | $-90.3M |
| Q4 25 | $823.7M | $56.0M | ||
| Q3 25 | $214.5M | $42.7M | ||
| Q2 25 | $257.7M | $-12.4M | ||
| Q1 25 | $215.9M | $4.3M | ||
| Q4 24 | $777.5M | $34.4M | ||
| Q3 24 | $225.3M | $27.3M | ||
| Q2 24 | $263.3M | $-14.5M | ||
| Q1 24 | $191.0M | $-118.4M |
| Q4 25 | 181.0% | 8.2% | ||
| Q3 25 | 44.8% | 6.4% | ||
| Q2 25 | 56.3% | -1.9% | ||
| Q1 25 | 47.0% | 0.6% | ||
| Q4 24 | 178.1% | 5.0% | ||
| Q3 24 | 50.6% | 4.0% | ||
| Q2 24 | 62.2% | -2.1% | ||
| Q1 24 | 45.1% | -17.1% |
| Q4 25 | 8.9% | 0.5% | ||
| Q3 25 | 1.8% | 4.2% | ||
| Q2 25 | 3.1% | 3.1% | ||
| Q1 25 | 1.6% | 1.2% | ||
| Q4 24 | 7.8% | 2.9% | ||
| Q3 24 | 1.9% | 3.6% | ||
| Q2 24 | 2.5% | 5.6% | ||
| Q1 24 | 2.6% | 4.1% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | 0.96× | ||
| 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
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
