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American Homes 4 Rent（AMH）与SAIA INC（SAIA）财务数据对比。点击上方公司名可切换其他公司
SAIA INC的季度营收约是American Homes 4 Rent的1.7倍（$790.0M vs $455.0M），American Homes 4 Rent净利率更高（31.7% vs 6.0%，领先25.7%），American Homes 4 Rent同比增速更快（4.2% vs 0.1%），American Homes 4 Rent自由现金流更多（$823.7M vs $37.5M），过去两年American Homes 4 Rent的营收复合增速更高（3.6% vs 2.3%）
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。
Saia是美国知名零担货运企业，1924年创立于路易斯安那州霍马。成立最初五十年仅在路易斯安那州和得克萨斯州运营，1980年后逐步向美国南部多州扩张，后续通过同业并购将服务覆盖至36个州，目前位列美国零担承运商前十，年营收超18亿美元。
AMH vs SAIA — 直观对比
营收规模更大
SAIA
是对方的1.7倍
$455.0M
营收增速更快
AMH
高出4.1%
0.1%
净利率更高
AMH
高出25.7%
6.0%
自由现金流更多
AMH
多$786.2M
$37.5M
两年增速更快
AMH
近两年复合增速
2.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $790.0M |
| 净利润 | $144.3M | $47.5M |
| 毛利率 | — | — |
| 营业利润率 | — | 8.1% |
| 净利率 | 31.7% | 6.0% |
| 营收同比 | 4.2% | 0.1% |
| 净利润同比 | 0.3% | -37.6% |
| 每股收益（稀释后） | $0.33 | $1.77 |
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AMHSAIA
| Q4 25 | $455.0M | $790.0M | ||
| Q3 25 | $478.5M | $839.6M | ||
| Q2 25 | $457.5M | $817.1M | ||
| Q1 25 | $459.3M | $787.6M | ||
| Q4 24 | $436.6M | $789.0M | ||
| Q3 24 | $445.1M | $842.1M | ||
| Q2 24 | $423.5M | $823.2M | ||
| Q1 24 | $423.6M | $754.8M |
净利润AMHSAIA
| Q4 25 | $144.3M | $47.5M | ||
| Q3 25 | $116.8M | $86.3M | ||
| Q2 25 | $123.6M | $71.4M | ||
| Q1 25 | $128.7M | $49.8M | ||
| Q4 24 | $143.9M | $76.1M | ||
| Q3 24 | $87.6M | $92.7M | ||
| Q2 24 | $108.5M | $102.5M | ||
| Q1 24 | $128.1M | $90.7M |
营业利润率AMHSAIA
| Q4 25 | — | 8.1% | ||
| Q3 25 | — | 14.1% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 8.9% | ||
| Q4 24 | — | 12.9% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | — | 16.7% | ||
| Q1 24 | — | 15.6% |
净利率AMHSAIA
| Q4 25 | 31.7% | 6.0% | ||
| Q3 25 | 24.4% | 10.3% | ||
| Q2 25 | 27.0% | 8.7% | ||
| Q1 25 | 28.0% | 6.3% | ||
| Q4 24 | 33.0% | 9.6% | ||
| Q3 24 | 19.7% | 11.0% | ||
| Q2 24 | 25.6% | 12.5% | ||
| Q1 24 | 30.2% | 12.0% |
每股收益（稀释后）AMHSAIA
| Q4 25 | $0.33 | $1.77 | ||
| Q3 25 | $0.27 | $3.22 | ||
| Q2 25 | $0.28 | $2.67 | ||
| Q1 25 | $0.30 | $1.86 | ||
| Q4 24 | $0.33 | $2.84 | ||
| Q3 24 | $0.20 | $3.46 | ||
| Q2 24 | $0.25 | $3.83 | ||
| Q1 24 | $0.30 | $3.38 |
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 | $19.7M |
| 总债务越低越好 | $5.1B | $163.0M |
| 股东权益账面价值 | $7.0B | $2.6B |
| 总资产 | $13.2B | $3.5B |
| 负债/权益比越低杠杆越低 | 0.72× | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资AMHSAIA
| Q4 25 | $108.5M | $19.7M | ||
| Q3 25 | $45.6M | $35.5M | ||
| Q2 25 | $323.3M | $18.8M | ||
| Q1 25 | $69.7M | $16.5M | ||
| Q4 24 | $199.4M | $19.5M | ||
| Q3 24 | $162.5M | $14.4M | ||
| Q2 24 | $718.4M | $11.2M | ||
| Q1 24 | $124.8M | $12.3M |
总债务AMHSAIA
| Q4 25 | $5.1B | $163.0M | ||
| Q3 25 | $4.8B | $218.0M | ||
| Q2 25 | $5.2B | $307.1M | ||
| Q1 25 | $4.9B | $291.8M | ||
| Q4 24 | $5.0B | $195.0M | ||
| Q3 24 | $4.5B | $184.2M | ||
| Q2 24 | $5.0B | $169.1M | ||
| Q1 24 | $4.5B | $76.6M |
股东权益AMHSAIA
| Q4 25 | $7.0B | $2.6B | ||
| Q3 25 | $7.2B | $2.5B | ||
| Q2 25 | $7.2B | $2.4B | ||
| Q1 25 | $7.2B | $2.4B | ||
| Q4 24 | $7.2B | $2.3B | ||
| Q3 24 | $7.0B | $2.2B | ||
| Q2 24 | $7.0B | $2.1B | ||
| Q1 24 | $7.0B | $2.0B |
总资产AMHSAIA
| Q4 25 | $13.2B | $3.5B | ||
| Q3 25 | $13.3B | $3.5B | ||
| Q2 25 | $13.6B | $3.5B | ||
| Q1 25 | $13.3B | $3.4B | ||
| Q4 24 | $13.4B | $3.2B | ||
| Q3 24 | $12.8B | $3.1B | ||
| Q2 24 | $13.3B | $3.0B | ||
| Q1 24 | $12.8B | $2.8B |
负债/权益比AMHSAIA
| Q4 25 | 0.72× | 0.06× | ||
| Q3 25 | 0.68× | 0.09× | ||
| Q2 25 | 0.72× | 0.13× | ||
| Q1 25 | 0.69× | 0.12× | ||
| Q4 24 | 0.70× | 0.08× | ||
| Q3 24 | 0.64× | 0.08× | ||
| Q2 24 | 0.71× | 0.08× | ||
| Q1 24 | 0.64× | 0.04× |
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 | $137.3M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $37.5M |
| 自由现金流率自由现金流/营收 | 181.0% | 4.7% |
| 资本支出强度资本支出/营收 | 8.9% | 12.6% |
| 现金转化率经营现金流/净利润 | 5.99× | 2.89× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $27.3M |
8季度趋势，按日历期对齐
经营现金流AMHSAIA
| Q4 25 | $864.3M | $137.3M | ||
| Q3 25 | $223.3M | $177.8M | ||
| Q2 25 | $271.9M | $170.7M | ||
| Q1 25 | $223.4M | $109.1M | ||
| Q4 24 | $811.5M | $164.7M | ||
| Q3 24 | $233.6M | $181.7M | ||
| Q2 24 | $274.0M | $130.8M | ||
| Q1 24 | $201.8M | $106.5M |
自由现金流AMHSAIA
| Q4 25 | $823.7M | $37.5M | ||
| Q3 25 | $214.5M | $87.6M | ||
| Q2 25 | $257.7M | $-3.9M | ||
| Q1 25 | $215.9M | $-93.8M | ||
| Q4 24 | $777.5M | $-3.5M | ||
| Q3 24 | $225.3M | $-11.7M | ||
| Q2 24 | $263.3M | $-94.0M | ||
| Q1 24 | $191.0M | $-350.7M |
自由现金流率AMHSAIA
| Q4 25 | 181.0% | 4.7% | ||
| Q3 25 | 44.8% | 10.4% | ||
| Q2 25 | 56.3% | -0.5% | ||
| Q1 25 | 47.0% | -11.9% | ||
| Q4 24 | 178.1% | -0.4% | ||
| Q3 24 | 50.6% | -1.4% | ||
| Q2 24 | 62.2% | -11.4% | ||
| Q1 24 | 45.1% | -46.5% |
资本支出强度AMHSAIA
| Q4 25 | 8.9% | 12.6% | ||
| Q3 25 | 1.8% | 10.8% | ||
| Q2 25 | 3.1% | 21.4% | ||
| Q1 25 | 1.6% | 25.8% | ||
| Q4 24 | 7.8% | 21.3% | ||
| Q3 24 | 1.9% | 23.0% | ||
| Q2 24 | 2.5% | 27.3% | ||
| Q1 24 | 2.6% | 60.6% |
现金转化率AMHSAIA
| Q4 25 | 5.99× | 2.89× | ||
| Q3 25 | 1.91× | 2.06× | ||
| Q2 25 | 2.20× | 2.39× | ||
| Q1 25 | 1.74× | 2.19× | ||
| Q4 24 | 5.64× | 2.16× | ||
| Q3 24 | 2.67× | 1.96× | ||
| Q2 24 | 2.52× | 1.28× | ||
| Q1 24 | 1.58× | 1.17× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
