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AMN HEALTHCARE SERVICES INC（AMN）与AppLovin Corp（APP）财务数据对比。点击上方公司名可切换其他公司
AppLovin Corp的季度营收约是AMN HEALTHCARE SERVICES INC的1.3倍（$1.8B vs $1.4B），AppLovin Corp净利率更高（65.5% vs 4.5%，领先60.9%），AMN HEALTHCARE SERVICES INC同比增速更快（100.0% vs 59.0%），过去两年AMN HEALTHCARE SERVICES INC的营收复合增速更高（36.4% vs 30.6%）
AMN医疗保健服务公司是美国领先的医疗人力资源解决方案提供商，主要为医院、诊所等各类医疗机构提供护士、医师、医技人员及其他临床、非临床岗位的临时与长期派遣服务，同时提供医护团队管理技术支持及相关咨询服务。
AppLovin是总部位于美国加利福尼亚州帕洛阿尔托的移动科技公司，成立于2012年，旗下拥有SSP MAX、DSP AppDiscovery营销平台及SparkLabs创意工作室，可为开发者提供应用推广、变现、分析及发行服务，同时也对多家移动游戏发行商开展投资。
AMN vs APP — 直观对比
营收规模更大
APP
是对方的1.3倍
$1.4B
营收增速更快
AMN
高出41.0%
59.0%
净利率更高
APP
高出60.9%
4.5%
两年增速更快
AMN
近两年复合增速
30.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.8B |
| 净利润 | $62.2M | $1.2B |
| 毛利率 | 26.8% | 88.9% |
| 营业利润率 | 8.5% | 78.2% |
| 净利率 | 4.5% | 65.5% |
| 营收同比 | 100.0% | 59.0% |
| 净利润同比 | — | 109.2% |
| 每股收益（稀释后） | $1.59 | $3.56 |
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AMNAPP
| Q1 26 | $1.4B | $1.8B | ||
| Q4 25 | $748.2M | $1.3B | ||
| Q3 25 | $634.5M | $1.4B | ||
| Q2 25 | $658.2M | $1.3B | ||
| Q1 25 | $689.5M | $1.5B | ||
| Q4 24 | $734.7M | $1.4B | ||
| Q3 24 | $687.5M | $1.2B | ||
| Q2 24 | $740.7M | $1.1B |
净利润AMNAPP
| Q1 26 | $62.2M | $1.2B | ||
| Q4 25 | $-7.7M | $1.1B | ||
| Q3 25 | $29.3M | $835.5M | ||
| Q2 25 | $-116.2M | $819.5M | ||
| Q1 25 | $-1.1M | $576.4M | ||
| Q4 24 | $-187.5M | $599.2M | ||
| Q3 24 | $7.0M | $434.4M | ||
| Q2 24 | $16.2M | $310.0M |
毛利率AMNAPP
| Q1 26 | 26.8% | 88.9% | ||
| Q4 25 | 26.1% | 95.2% | ||
| Q3 25 | 29.1% | 87.6% | ||
| Q2 25 | 29.8% | 87.7% | ||
| Q1 25 | 28.7% | 81.7% | ||
| Q4 24 | 29.8% | 76.7% | ||
| Q3 24 | 31.0% | 77.5% | ||
| Q2 24 | 31.0% | 73.8% |
营业利润率AMNAPP
| Q1 26 | 8.5% | 78.2% | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | 7.5% | 76.8% | ||
| Q2 25 | -18.8% | 76.1% | ||
| Q1 25 | 1.8% | 44.7% | ||
| Q4 24 | -27.6% | 44.3% | ||
| Q3 24 | 3.2% | 44.6% | ||
| Q2 24 | 5.1% | 36.2% |
净利率AMNAPP
| Q1 26 | 4.5% | 65.5% | ||
| Q4 25 | -1.0% | 82.7% | ||
| Q3 25 | 4.6% | 59.5% | ||
| Q2 25 | -17.7% | 65.1% | ||
| Q1 25 | -0.2% | 38.8% | ||
| Q4 24 | -25.5% | 43.6% | ||
| Q3 24 | 1.0% | 36.3% | ||
| Q2 24 | 2.2% | 28.7% |
每股收益（稀释后）AMNAPP
| Q1 26 | $1.59 | $3.56 | ||
| Q4 25 | $-0.19 | $3.24 | ||
| Q3 25 | $0.76 | $2.45 | ||
| Q2 25 | $-3.02 | $2.39 | ||
| Q1 25 | $-0.03 | $1.67 | ||
| Q4 24 | $-4.90 | $1.72 | ||
| Q3 24 | $0.18 | $1.25 | ||
| Q2 24 | $0.42 | $0.89 |
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 | $560.7M | $2.8B |
| 总债务越低越好 | — | $3.5B |
| 股东权益账面价值 | — | $2.4B |
| 总资产 | $2.6B | $7.7B |
| 负债/权益比越低杠杆越低 | — | 1.49× |
8季度趋势，按日历期对齐
现金及短期投资AMNAPP
| Q1 26 | $560.7M | $2.8B | ||
| Q4 25 | $34.0M | $2.5B | ||
| Q3 25 | $52.6M | $1.7B | ||
| Q2 25 | $41.5M | $1.2B | ||
| Q1 25 | $55.8M | $551.0M | ||
| Q4 24 | $10.6M | $741.4M | ||
| Q3 24 | $30.6M | $567.6M | ||
| Q2 24 | $48.0M | $460.4M |
总债务AMNAPP
| Q1 26 | — | $3.5B | ||
| Q4 25 | $767.1M | $3.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | $3.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMNAPP
| Q1 26 | — | $2.4B | ||
| Q4 25 | $642.1M | $2.1B | ||
| Q3 25 | $644.4M | $1.5B | ||
| Q2 25 | $607.6M | $1.2B | ||
| Q1 25 | $715.1M | $575.4M | ||
| Q4 24 | $706.6M | $1.1B | ||
| Q3 24 | $890.7M | $938.2M | ||
| Q2 24 | $876.9M | $814.8M |
总资产AMNAPP
| Q1 26 | $2.6B | $7.7B | ||
| Q4 25 | $2.1B | $7.3B | ||
| Q3 25 | $2.1B | $6.3B | ||
| Q2 25 | $2.2B | $6.0B | ||
| Q1 25 | $2.4B | $5.7B | ||
| Q4 24 | $2.4B | $5.9B | ||
| Q3 24 | $2.7B | $5.4B | ||
| Q2 24 | $2.8B | $5.3B |
负债/权益比AMNAPP
| Q1 26 | — | 1.49× | ||
| Q4 25 | 1.19× | 1.65× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.49× | 3.22× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $562.5M | $1.3B |
| 自由现金流经营现金流 - 资本支出 | — | $1.3B |
| 自由现金流率自由现金流/营收 | — | 69.8% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 9.04× | 1.07× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AMNAPP
| Q1 26 | $562.5M | $1.3B | ||
| Q4 25 | $75.6M | $1.3B | ||
| Q3 25 | $22.7M | $1.1B | ||
| Q2 25 | $78.5M | $772.2M | ||
| Q1 25 | $92.7M | $831.7M | ||
| Q4 24 | $72.8M | $701.0M | ||
| Q3 24 | $66.7M | $550.7M | ||
| Q2 24 | $99.5M | $454.5M |
自由现金流AMNAPP
| Q1 26 | — | $1.3B | ||
| Q4 25 | $67.6M | — | ||
| Q3 25 | $14.8M | — | ||
| Q2 25 | $68.7M | — | ||
| Q1 25 | $82.7M | — | ||
| Q4 24 | $56.6M | — | ||
| Q3 24 | $47.4M | — | ||
| Q2 24 | $72.2M | — |
自由现金流率AMNAPP
| Q1 26 | — | 69.8% | ||
| Q4 25 | 9.0% | — | ||
| Q3 25 | 2.3% | — | ||
| Q2 25 | 10.4% | — | ||
| Q1 25 | 12.0% | — | ||
| Q4 24 | 7.7% | — | ||
| Q3 24 | 6.9% | — | ||
| Q2 24 | 9.8% | — |
资本支出强度AMNAPP
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 2.2% | — | ||
| Q3 24 | 2.8% | — | ||
| Q2 24 | 3.7% | — |
现金转化率AMNAPP
| Q1 26 | 9.04× | 1.07× | ||
| Q4 25 | — | 1.19× | ||
| Q3 25 | 0.77× | 1.26× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.17× | ||
| Q3 24 | 9.54× | 1.27× | ||
| Q2 24 | 6.13× | 1.47× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
