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American Homes 4 Rent（AMH）与Worthington Steel, Inc.（WS）财务数据对比。点击上方公司名可切换其他公司
Worthington Steel, Inc.的季度营收约是American Homes 4 Rent的1.9倍（$871.9M vs $455.0M），American Homes 4 Rent净利率更高（31.7% vs 2.2%，领先29.5%），Worthington Steel, Inc.同比增速更快（18.0% vs 4.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $74.6M），过去两年Worthington Steel, Inc.的营收复合增速更高（3.9% 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。
沃辛顿钢铁是总部位于美国俄亥俄州哥伦布市的工业制造企业，下设消费品和建筑建材两大业务板块，主营各类压力容器的设计与生产，覆盖丙烷、氧气、氦气储罐，制冷剂及工业气瓶，露营与民用气瓶，以及用于存储、处理、加热、扩容和流量控制的供水系统罐体等产品。
AMH vs WS — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $871.9M |
| 净利润 | $144.3M | $18.8M |
| 毛利率 | — | 10.7% |
| 营业利润率 | — | 2.5% |
| 净利率 | 31.7% | 2.2% |
| 营收同比 | 4.2% | 18.0% |
| 净利润同比 | 0.3% | 46.9% |
| 每股收益（稀释后） | $0.33 | $0.37 |
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 | $871.9M | ||
| Q3 25 | $478.5M | $872.9M | ||
| Q2 25 | $457.5M | $832.9M | ||
| Q1 25 | $459.3M | $687.4M | ||
| Q4 24 | $436.6M | $739.0M | ||
| Q3 24 | $445.1M | $834.0M | ||
| Q2 24 | $423.5M | — | ||
| Q1 24 | $423.6M | $805.8M |
| Q4 25 | $144.3M | $18.8M | ||
| Q3 25 | $116.8M | $36.8M | ||
| Q2 25 | $123.6M | $55.7M | ||
| Q1 25 | $128.7M | $13.8M | ||
| Q4 24 | $143.9M | $12.8M | ||
| Q3 24 | $87.6M | $28.4M | ||
| Q2 24 | $108.5M | — | ||
| Q1 24 | $128.1M | $49.0M |
| Q4 25 | — | 10.7% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | — | 15.2% | ||
| Q1 25 | — | 11.8% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 14.9% |
| Q4 25 | — | 2.5% | ||
| Q3 25 | — | 5.5% | ||
| Q2 25 | — | 8.0% | ||
| Q1 25 | — | 2.7% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 5.2% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 8.2% |
| Q4 25 | 31.7% | 2.2% | ||
| Q3 25 | 24.4% | 4.2% | ||
| Q2 25 | 27.0% | 6.7% | ||
| Q1 25 | 28.0% | 2.0% | ||
| Q4 24 | 33.0% | 1.7% | ||
| Q3 24 | 19.7% | 3.4% | ||
| Q2 24 | 25.6% | — | ||
| Q1 24 | 30.2% | 6.1% |
| Q4 25 | $0.33 | $0.37 | ||
| Q3 25 | $0.27 | $0.72 | ||
| Q2 25 | $0.28 | $1.11 | ||
| Q1 25 | $0.30 | $0.27 | ||
| Q4 24 | $0.33 | $0.25 | ||
| Q3 24 | $0.20 | $0.56 | ||
| Q2 24 | $0.25 | — | ||
| Q1 24 | $0.30 | $0.98 |
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 | $89.8M |
| 总债务越低越好 | $5.1B | $72.1M |
| 股东权益账面价值 | $7.0B | $1.1B |
| 总资产 | $13.2B | $2.1B |
| 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
| Q4 25 | $108.5M | $89.8M | ||
| Q3 25 | $45.6M | $78.3M | ||
| Q2 25 | $323.3M | $38.0M | ||
| Q1 25 | $69.7M | $63.3M | ||
| Q4 24 | $199.4M | $52.0M | ||
| Q3 24 | $162.5M | $36.0M | ||
| Q2 24 | $718.4M | — | ||
| Q1 24 | $124.8M | $60.8M |
| Q4 25 | $5.1B | $72.1M | ||
| Q3 25 | $4.8B | $73.4M | ||
| Q2 25 | $5.2B | $151.5M | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | $115.0M | ||
| Q3 24 | $4.5B | $122.2M | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | $147.2M |
| Q4 25 | $7.0B | $1.1B | ||
| Q3 25 | $7.2B | $1.1B | ||
| Q2 25 | $7.2B | $1.1B | ||
| Q1 25 | $7.2B | $1.0B | ||
| Q4 24 | $7.2B | $1.0B | ||
| Q3 24 | $7.0B | $1.0B | ||
| Q2 24 | $7.0B | — | ||
| Q1 24 | $7.0B | $937.6M |
| Q4 25 | $13.2B | $2.1B | ||
| Q3 25 | $13.3B | $2.2B | ||
| Q2 25 | $13.6B | $2.0B | ||
| Q1 25 | $13.3B | $1.8B | ||
| Q4 24 | $13.4B | $1.7B | ||
| Q3 24 | $12.8B | $1.8B | ||
| Q2 24 | $13.3B | — | ||
| Q1 24 | $12.8B | $1.8B |
| Q4 25 | 0.72× | 0.06× | ||
| Q3 25 | 0.68× | 0.07× | ||
| Q2 25 | 0.72× | 0.14× | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | 0.11× | ||
| Q3 24 | 0.64× | 0.12× | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.64× | 0.16× |
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 | $99.3M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $74.6M |
| 自由现金流率自由现金流/营收 | 181.0% | 8.6% |
| 资本支出强度资本支出/营收 | 8.9% | 2.8% |
| 现金转化率经营现金流/净利润 | 5.99× | 5.28× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $72.5M |
8季度趋势，按日历期对齐
| Q4 25 | $864.3M | $99.3M | ||
| Q3 25 | $223.3M | $-6.3M | ||
| Q2 25 | $271.9M | $53.9M | ||
| Q1 25 | $223.4M | $53.8M | ||
| Q4 24 | $811.5M | $68.0M | ||
| Q3 24 | $233.6M | $54.6M | ||
| Q2 24 | $274.0M | — | ||
| Q1 24 | $201.8M | $44.7M |
| Q4 25 | $823.7M | $74.6M | ||
| Q3 25 | $214.5M | $-35.7M | ||
| Q2 25 | $257.7M | $8.4M | ||
| Q1 25 | $215.9M | $25.2M | ||
| Q4 24 | $777.5M | $33.2M | ||
| Q3 24 | $225.3M | $33.1M | ||
| Q2 24 | $263.3M | — | ||
| Q1 24 | $191.0M | $22.3M |
| Q4 25 | 181.0% | 8.6% | ||
| Q3 25 | 44.8% | -4.1% | ||
| Q2 25 | 56.3% | 1.0% | ||
| Q1 25 | 47.0% | 3.7% | ||
| Q4 24 | 178.1% | 4.5% | ||
| Q3 24 | 50.6% | 4.0% | ||
| Q2 24 | 62.2% | — | ||
| Q1 24 | 45.1% | 2.8% |
| Q4 25 | 8.9% | 2.8% | ||
| Q3 25 | 1.8% | 3.4% | ||
| Q2 25 | 3.1% | 5.5% | ||
| Q1 25 | 1.6% | 4.2% | ||
| Q4 24 | 7.8% | 4.7% | ||
| Q3 24 | 1.9% | 2.6% | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 2.6% | 2.8% |
| Q4 25 | 5.99× | 5.28× | ||
| Q3 25 | 1.91× | -0.17× | ||
| Q2 25 | 2.20× | 0.97× | ||
| Q1 25 | 1.74× | 3.90× | ||
| Q4 24 | 5.64× | 5.31× | ||
| Q3 24 | 2.67× | 1.92× | ||
| Q2 24 | 2.52× | — | ||
| Q1 24 | 1.58× | 0.91× |
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
WS
| Direct | $844.1M | 97% |
| Toll | $27.8M | 3% |
