vs
American Homes 4 Rent（AMH）与UNIFIRST CORP（UNF）财务数据对比。点击上方公司名可切换其他公司
UNIFIRST CORP的季度营收约是American Homes 4 Rent的1.4倍（$621.3M vs $455.0M），American Homes 4 Rent净利率更高（31.7% vs 5.5%，领先26.2%），American Homes 4 Rent同比增速更快（4.2% vs 2.7%），American Homes 4 Rent自由现金流更多（$823.7M vs $-24.0M），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。
UniFirst是总部位于美国马萨诸塞州威尔明顿的职业工装租赁服务商，业务覆盖工装及防护服装的生产、销售与租赁。公司拥有超过1.4万名员工，在美、加、欧设有260多处运营网点，涵盖客服中心、核净化设施、洁净车间、配送中心及生产工厂。
AMH vs UNF — 直观对比
营收规模更大
UNF
是对方的1.4倍
$455.0M
营收增速更快
AMH
高出1.5%
2.7%
净利率更高
AMH
高出26.2%
5.5%
自由现金流更多
AMH
多$847.7M
$-24.0M
两年增速更快
AMH
近两年复合增速
2.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $621.3M |
| 净利润 | $144.3M | $34.4M |
| 毛利率 | — | 36.7% |
| 营业利润率 | — | 7.3% |
| 净利率 | 31.7% | 5.5% |
| 营收同比 | 4.2% | 2.7% |
| 净利润同比 | 0.3% | -20.3% |
| 每股收益（稀释后） | $0.33 | $1.89 |
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AMHUNF
| Q4 25 | $455.0M | $621.3M | ||
| Q3 25 | $478.5M | $614.4M | ||
| Q2 25 | $457.5M | $610.8M | ||
| Q1 25 | $459.3M | — | ||
| Q4 24 | $436.6M | $604.9M | ||
| Q3 24 | $445.1M | $639.9M | ||
| Q2 24 | $423.5M | $603.3M | ||
| Q1 24 | $423.6M | $590.7M |
净利润AMHUNF
| Q4 25 | $144.3M | $34.4M | ||
| Q3 25 | $116.8M | $41.0M | ||
| Q2 25 | $123.6M | $39.7M | ||
| Q1 25 | $128.7M | — | ||
| Q4 24 | $143.9M | $43.1M | ||
| Q3 24 | $87.6M | $44.6M | ||
| Q2 24 | $108.5M | $38.1M | ||
| Q1 24 | $128.1M | $20.5M |
毛利率AMHUNF
| Q4 25 | — | 36.7% | ||
| Q3 25 | — | 37.8% | ||
| Q2 25 | — | 36.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 37.0% | ||
| Q3 24 | — | 36.1% | ||
| Q2 24 | — | 35.2% | ||
| Q1 24 | — | 32.9% |
营业利润率AMHUNF
| Q4 25 | — | 7.3% | ||
| Q3 25 | — | 8.1% | ||
| Q2 25 | — | 7.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 9.2% | ||
| Q3 24 | — | 8.4% | ||
| Q2 24 | — | 8.0% | ||
| Q1 24 | — | 4.7% |
净利率AMHUNF
| Q4 25 | 31.7% | 5.5% | ||
| Q3 25 | 24.4% | 6.7% | ||
| Q2 25 | 27.0% | 6.5% | ||
| Q1 25 | 28.0% | — | ||
| Q4 24 | 33.0% | 7.1% | ||
| Q3 24 | 19.7% | 7.0% | ||
| Q2 24 | 25.6% | 6.3% | ||
| Q1 24 | 30.2% | 3.5% |
每股收益（稀释后）AMHUNF
| Q4 25 | $0.33 | $1.89 | ||
| Q3 25 | $0.27 | $2.23 | ||
| Q2 25 | $0.28 | $2.13 | ||
| Q1 25 | $0.30 | — | ||
| Q4 24 | $0.33 | $2.31 | ||
| Q3 24 | $0.20 | $2.39 | ||
| Q2 24 | $0.25 | $2.03 | ||
| Q1 24 | $0.30 | $1.09 |
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 | $129.5M |
| 总债务越低越好 | $5.1B | — |
| 股东权益账面价值 | $7.0B | $2.2B |
| 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
现金及短期投资AMHUNF
| Q4 25 | $108.5M | $129.5M | ||
| Q3 25 | $45.6M | $209.2M | ||
| Q2 25 | $323.3M | $211.9M | ||
| Q1 25 | $69.7M | — | ||
| Q4 24 | $199.4M | $181.0M | ||
| Q3 24 | $162.5M | $175.1M | ||
| Q2 24 | $718.4M | $125.4M | ||
| Q1 24 | $124.8M | $101.9M |
总债务AMHUNF
| 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AMHUNF
| Q4 25 | $7.0B | $2.2B | ||
| Q3 25 | $7.2B | $2.2B | ||
| Q2 25 | $7.2B | $2.2B | ||
| Q1 25 | $7.2B | — | ||
| Q4 24 | $7.2B | $2.1B | ||
| Q3 24 | $7.0B | $2.1B | ||
| Q2 24 | $7.0B | $2.1B | ||
| Q1 24 | $7.0B | $2.0B |
总资产AMHUNF
| Q4 25 | $13.2B | $2.8B | ||
| Q3 25 | $13.3B | $2.8B | ||
| Q2 25 | $13.6B | $2.8B | ||
| Q1 25 | $13.3B | — | ||
| Q4 24 | $13.4B | $2.7B | ||
| Q3 24 | $12.8B | $2.7B | ||
| Q2 24 | $13.3B | $2.7B | ||
| Q1 24 | $12.8B | $2.6B |
负债/权益比AMHUNF
| 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 | $14.9M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $-24.0M |
| 自由现金流率自由现金流/营收 | 181.0% | -3.9% |
| 资本支出强度资本支出/营收 | 8.9% | 6.3% |
| 现金转化率经营现金流/净利润 | 5.99× | 0.43× |
| 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AMHUNF
| Q4 25 | $864.3M | $14.9M | ||
| Q3 25 | $223.3M | — | ||
| Q2 25 | $271.9M | $138.4M | ||
| Q1 25 | $223.4M | — | ||
| Q4 24 | $811.5M | $58.1M | ||
| Q3 24 | $233.6M | $102.3M | ||
| Q2 24 | $274.0M | $86.3M | ||
| Q1 24 | $201.8M | $61.1M |
自由现金流AMHUNF
| Q4 25 | $823.7M | $-24.0M | ||
| Q3 25 | $214.5M | — | ||
| Q2 25 | $257.7M | $62.1M | ||
| Q1 25 | $215.9M | — | ||
| Q4 24 | $777.5M | $24.6M | ||
| Q3 24 | $225.3M | $63.8M | ||
| Q2 24 | $263.3M | $37.3M | ||
| Q1 24 | $191.0M | $27.2M |
自由现金流率AMHUNF
| Q4 25 | 181.0% | -3.9% | ||
| Q3 25 | 44.8% | — | ||
| Q2 25 | 56.3% | 10.2% | ||
| Q1 25 | 47.0% | — | ||
| Q4 24 | 178.1% | 4.1% | ||
| Q3 24 | 50.6% | 10.0% | ||
| Q2 24 | 62.2% | 6.2% | ||
| Q1 24 | 45.1% | 4.6% |
资本支出强度AMHUNF
| Q4 25 | 8.9% | 6.3% | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 3.1% | 12.5% | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 7.8% | 5.5% | ||
| Q3 24 | 1.9% | 6.0% | ||
| Q2 24 | 2.5% | 8.1% | ||
| Q1 24 | 2.6% | 5.7% |
现金转化率AMHUNF
| Q4 25 | 5.99× | 0.43× | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | 3.49× | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | 1.35× | ||
| Q3 24 | 2.67× | 2.29× | ||
| Q2 24 | 2.52× | 2.27× | ||
| Q1 24 | 1.58× | 2.98× |
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
UNF
| Uniforms And Facility Service Solutions | $568.8M | 92% |
| First Aid And Safety Solutions | $30.8M | 5% |
| Other | $22.9M | 4% |
| Served As An Senior Officer | $400.0K | 0% |
