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AMN HEALTHCARE SERVICES INC（AMN）与Aveanna Healthcare Holdings, Inc.（AVAH）财务数据对比。点击上方公司名可切换其他公司
AMN HEALTHCARE SERVICES INC的季度营收约是Aveanna Healthcare Holdings, Inc.的1.2倍（$748.2M vs $621.9M），Aveanna Healthcare Holdings, Inc.净利率更高（2.3% vs -1.0%，领先3.3%），Aveanna Healthcare Holdings, Inc.同比增速更快（22.2% vs 1.8%），过去两年Aveanna Healthcare Holdings, Inc.的营收复合增速更高（14.0% vs -4.5%）
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。
Aveanna Healthcare Holdings, Inc.是美国领先的家庭及社区医疗服务提供商，核心业务覆盖儿科家庭护理、成人个人照护、临终关怀、输液治疗等领域，通过覆盖全美的本地护理中心网络为各地患者提供服务，服务对象涵盖公共及私人付费群体。
AMN vs AVAH — 直观对比
营收规模更大
AMN
是对方的1.2倍
$621.9M
营收增速更快
AVAH
高出20.3%
1.8%
净利率更高
AVAH
高出3.3%
-1.0%
两年增速更快
AVAH
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $748.2M | $621.9M |
| 净利润 | $-7.7M | $14.1M |
| 毛利率 | 26.1% | 32.6% |
| 营业利润率 | 1.1% | 8.6% |
| 净利率 | -1.0% | 2.3% |
| 营收同比 | 1.8% | 22.2% |
| 净利润同比 | 95.9% | 132.8% |
| 每股收益（稀释后） | $-0.19 | $0.06 |
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AMNAVAH
| Q4 25 | $748.2M | — | ||
| Q3 25 | $634.5M | $621.9M | ||
| Q2 25 | $658.2M | $589.6M | ||
| Q1 25 | $689.5M | $559.2M | ||
| Q4 24 | $734.7M | $519.9M | ||
| Q3 24 | $687.5M | $509.0M | ||
| Q2 24 | $740.7M | $505.0M | ||
| Q1 24 | $820.9M | $490.7M |
净利润AMNAVAH
| Q4 25 | $-7.7M | — | ||
| Q3 25 | $29.3M | $14.1M | ||
| Q2 25 | $-116.2M | $27.0M | ||
| Q1 25 | $-1.1M | $5.2M | ||
| Q4 24 | $-187.5M | $29.2M | ||
| Q3 24 | $7.0M | $-42.8M | ||
| Q2 24 | $16.2M | $13.9M | ||
| Q1 24 | $17.3M | $-11.2M |
毛利率AMNAVAH
| Q4 25 | 26.1% | — | ||
| Q3 25 | 29.1% | 32.6% | ||
| Q2 25 | 29.8% | 35.8% | ||
| Q1 25 | 28.7% | 32.8% | ||
| Q4 24 | 29.8% | 33.0% | ||
| Q3 24 | 31.0% | 31.4% | ||
| Q2 24 | 31.0% | 31.3% | ||
| Q1 24 | 31.4% | 29.7% |
营业利润率AMNAVAH
| Q4 25 | 1.1% | — | ||
| Q3 25 | 7.5% | 8.6% | ||
| Q2 25 | -18.8% | 13.6% | ||
| Q1 25 | 1.8% | 9.3% | ||
| Q4 24 | -27.6% | 8.8% | ||
| Q3 24 | 3.2% | 6.7% | ||
| Q2 24 | 5.1% | 7.4% | ||
| Q1 24 | 4.9% | 4.7% |
净利率AMNAVAH
| Q4 25 | -1.0% | — | ||
| Q3 25 | 4.6% | 2.3% | ||
| Q2 25 | -17.7% | 4.6% | ||
| Q1 25 | -0.2% | 0.9% | ||
| Q4 24 | -25.5% | 5.6% | ||
| Q3 24 | 1.0% | -8.4% | ||
| Q2 24 | 2.2% | 2.8% | ||
| Q1 24 | 2.1% | -2.3% |
每股收益（稀释后）AMNAVAH
| Q4 25 | $-0.19 | — | ||
| Q3 25 | $0.76 | $0.06 | ||
| Q2 25 | $-3.02 | $0.13 | ||
| Q1 25 | $-0.03 | $0.03 | ||
| Q4 24 | $-4.90 | $0.15 | ||
| Q3 24 | $0.18 | $-0.22 | ||
| Q2 24 | $0.42 | $0.07 | ||
| Q1 24 | $0.45 | $-0.06 |
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 | $34.0M | $145.9M |
| 总债务越低越好 | $767.1M | $1.3B |
| 股东权益账面价值 | $642.1M | $9.2M |
| 总资产 | $2.1B | $1.8B |
| 负债/权益比越低杠杆越低 | 1.19× | 141.83× |
8季度趋势，按日历期对齐
现金及短期投资AMNAVAH
| Q4 25 | $34.0M | — | ||
| Q3 25 | $52.6M | $145.9M | ||
| Q2 25 | $41.5M | $100.7M | ||
| Q1 25 | $55.8M | $71.5M | ||
| Q4 24 | $10.6M | $84.3M | ||
| Q3 24 | $30.6M | $78.5M | ||
| Q2 24 | $48.0M | $47.7M | ||
| Q1 24 | $50.6M | $42.6M |
总债务AMNAVAH
| Q4 25 | $767.1M | — | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | — | $1.3B |
股东权益AMNAVAH
| Q4 25 | $642.1M | — | ||
| Q3 25 | $644.4M | $9.2M | ||
| Q2 25 | $607.6M | $-12.0M | ||
| Q1 25 | $715.1M | $-100.1M | ||
| Q4 24 | $706.6M | $-123.6M | ||
| Q3 24 | $890.7M | $-156.4M | ||
| Q2 24 | $876.9M | $-119.0M | ||
| Q1 24 | $854.2M | $-136.3M |
总资产AMNAVAH
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $1.8B | ||
| Q2 25 | $2.2B | $1.8B | ||
| Q1 25 | $2.4B | $1.7B | ||
| Q4 24 | $2.4B | $1.7B | ||
| Q3 24 | $2.7B | $1.6B | ||
| Q2 24 | $2.8B | $1.7B | ||
| Q1 24 | $2.9B | $1.6B |
负债/权益比AMNAVAH
| Q4 25 | 1.19× | — | ||
| Q3 25 | — | 141.83× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $75.6M | $33.2M |
| 自由现金流经营现金流 - 资本支出 | $67.6M | — |
| 自由现金流率自由现金流/营收 | 9.0% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 现金转化率经营现金流/净利润 | — | 2.36× |
| 过去12个月自由现金流最近4个季度 | $233.8M | — |
8季度趋势，按日历期对齐
经营现金流AMNAVAH
| Q4 25 | $75.6M | — | ||
| Q3 25 | $22.7M | $33.2M | ||
| Q2 25 | $78.5M | $51.6M | ||
| Q1 25 | $92.7M | $-8.6M | ||
| Q4 24 | $72.8M | $13.4M | ||
| Q3 24 | $66.7M | $29.4M | ||
| Q2 24 | $99.5M | $1.8M | ||
| Q1 24 | $81.4M | $-12.0M |
自由现金流AMNAVAH
| 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 | — | ||
| Q1 24 | $63.2M | — |
自由现金流率AMNAVAH
| 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% | — | ||
| Q1 24 | 7.7% | — |
资本支出强度AMNAVAH
| 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% | — | ||
| Q1 24 | 2.2% | — |
现金转化率AMNAVAH
| Q4 25 | — | — | ||
| Q3 25 | 0.77× | 2.36× | ||
| Q2 25 | — | 1.91× | ||
| Q1 25 | — | -1.66× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | 9.54× | — | ||
| Q2 24 | 6.13× | 0.13× | ||
| Q1 24 | 4.70× | — |
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
AMN
| Travel Nurse Staffing | $208.3M | 28% |
| Allied Staffing | $146.9M | 20% |
| Labor Disruption Services | $124.3M | 17% |
| Technology And Workforce Solutions | $88.0M | 12% |
| Language Services | $69.9M | 9% |
| Other | $29.6M | 4% |
| International Nurse Staffing | $29.6M | 4% |
| Interim Leadership Staffing | $24.1M | 3% |
| Vendor Management Systems | $16.3M | 2% |
| Local Staffing | $8.6M | 1% |
| International Nurse Permanent Placement | $2.6M | 0% |
AVAH
| Private Duty Services | $514.4M | 83% |
| Home Health And Hospice | $62.4M | 10% |
| Medical Solutions | $45.1M | 7% |
