vs
AMN HEALTHCARE SERVICES INC（AMN）与Brookdale Senior Living Inc.（BKD）财务数据对比。点击上方公司名可切换其他公司
Brookdale Senior Living Inc.的季度营收约是AMN HEALTHCARE SERVICES INC的1.0倍（$754.1M vs $748.2M），AMN HEALTHCARE SERVICES INC净利率更高（-1.0% vs -5.3%，领先4.3%），AMN HEALTHCARE SERVICES INC同比增速更快（1.8% vs -3.4%），AMN HEALTHCARE SERVICES INC自由现金流更多（$67.6M vs $-29.1M），过去两年Brookdale Senior Living Inc.的营收复合增速更高（-1.9% 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。
布鲁克代尔老年生活公司成立于1978年，总部位于美国田纳西州布伦特伍德，是美国规模最大的老年住宅运营商，业务覆盖全美各地的养老社区，目前服务超过6万名入住老年人。
AMN vs BKD — 直观对比
营收规模更大
BKD
是对方的1.0倍
$748.2M
营收增速更快
AMN
高出5.3%
-3.4%
净利率更高
AMN
高出4.3%
-5.3%
自由现金流更多
AMN
多$96.7M
$-29.1M
两年增速更快
BKD
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $748.2M | $754.1M |
| 净利润 | $-7.7M | $-40.0M |
| 毛利率 | 26.1% | 24.9% |
| 营业利润率 | 1.1% | 3.0% |
| 净利率 | -1.0% | -5.3% |
| 营收同比 | 1.8% | -3.4% |
| 净利润同比 | 95.9% | 52.4% |
| 每股收益（稀释后） | $-0.19 | $-0.18 |
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AMNBKD
| Q4 25 | $748.2M | $754.1M | ||
| Q3 25 | $634.5M | $813.2M | ||
| Q2 25 | $658.2M | $812.9M | ||
| Q1 25 | $689.5M | $813.9M | ||
| Q4 24 | $734.7M | $780.9M | ||
| Q3 24 | $687.5M | $784.2M | ||
| Q2 24 | $740.7M | $777.5M | ||
| Q1 24 | $820.9M | $782.8M |
净利润AMNBKD
| Q4 25 | $-7.7M | $-40.0M | ||
| Q3 25 | $29.3M | $-114.7M | ||
| Q2 25 | $-116.2M | $-43.0M | ||
| Q1 25 | $-1.1M | $-65.0M | ||
| Q4 24 | $-187.5M | $-83.9M | ||
| Q3 24 | $7.0M | $-50.7M | ||
| Q2 24 | $16.2M | $-37.7M | ||
| Q1 24 | $17.3M | $-29.6M |
毛利率AMNBKD
| Q4 25 | 26.1% | 24.9% | ||
| Q3 25 | 29.1% | 25.9% | ||
| Q2 25 | 29.8% | 26.6% | ||
| Q1 25 | 28.7% | 27.4% | ||
| Q4 24 | 29.8% | 24.6% | ||
| Q3 24 | 31.0% | 25.3% | ||
| Q2 24 | 31.0% | 26.3% | ||
| Q1 24 | 31.4% | 26.1% |
营业利润率AMNBKD
| Q4 25 | 1.1% | 3.0% | ||
| Q3 25 | 7.5% | -6.6% | ||
| Q2 25 | -18.8% | 1.8% | ||
| Q1 25 | 1.8% | 3.6% | ||
| Q4 24 | -27.6% | -0.3% | ||
| Q3 24 | 3.2% | 1.3% | ||
| Q2 24 | 5.1% | 2.5% | ||
| Q1 24 | 4.9% | 2.5% |
净利率AMNBKD
| Q4 25 | -1.0% | -5.3% | ||
| Q3 25 | 4.6% | -14.1% | ||
| Q2 25 | -17.7% | -5.3% | ||
| Q1 25 | -0.2% | -8.0% | ||
| Q4 24 | -25.5% | -10.7% | ||
| Q3 24 | 1.0% | -6.5% | ||
| Q2 24 | 2.2% | -4.9% | ||
| Q1 24 | 2.1% | -3.8% |
每股收益（稀释后）AMNBKD
| Q4 25 | $-0.19 | $-0.18 | ||
| Q3 25 | $0.76 | $-0.48 | ||
| Q2 25 | $-3.02 | $-0.18 | ||
| Q1 25 | $-0.03 | $-0.28 | ||
| Q4 24 | $-4.90 | $-0.37 | ||
| Q3 24 | $0.18 | $-0.22 | ||
| Q2 24 | $0.42 | $-0.17 | ||
| Q1 24 | $0.45 | $-0.13 |
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 | $279.1M |
| 总债务越低越好 | $767.1M | $4.3B |
| 股东权益账面价值 | $642.1M | $-44.8M |
| 总资产 | $2.1B | $6.0B |
| 负债/权益比越低杠杆越低 | 1.19× | — |
8季度趋势，按日历期对齐
现金及短期投资AMNBKD
| Q4 25 | $34.0M | $279.1M | ||
| Q3 25 | $52.6M | $253.4M | ||
| Q2 25 | $41.5M | $251.9M | ||
| Q1 25 | $55.8M | $239.7M | ||
| Q4 24 | $10.6M | $328.8M | ||
| Q3 24 | $30.6M | $284.4M | ||
| Q2 24 | $48.0M | $309.7M | ||
| Q1 24 | $50.6M | $318.5M |
总债务AMNBKD
| Q4 25 | $767.1M | $4.3B | ||
| Q3 25 | — | $4.3B | ||
| Q2 25 | — | $4.3B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | $1.1B | $4.1B | ||
| Q3 24 | — | $3.7B | ||
| Q2 24 | — | $3.7B | ||
| Q1 24 | — | $3.8B |
股东权益AMNBKD
| Q4 25 | $642.1M | $-44.8M | ||
| Q3 25 | $644.4M | $-6.7M | ||
| Q2 25 | $607.6M | $105.4M | ||
| Q1 25 | $715.1M | $146.7M | ||
| Q4 24 | $706.6M | $212.5M | ||
| Q3 24 | $890.7M | $292.9M | ||
| Q2 24 | $876.9M | $340.2M | ||
| Q1 24 | $854.2M | $374.0M |
总资产AMNBKD
| Q4 25 | $2.1B | $6.0B | ||
| Q3 25 | $2.1B | $6.0B | ||
| Q2 25 | $2.2B | $6.1B | ||
| Q1 25 | $2.4B | $6.2B | ||
| Q4 24 | $2.4B | $6.3B | ||
| Q3 24 | $2.7B | $5.9B | ||
| Q2 24 | $2.8B | $5.5B | ||
| Q1 24 | $2.9B | $5.5B |
负债/权益比AMNBKD
| Q4 25 | 1.19× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 40.72× | ||
| Q1 25 | — | 29.39× | ||
| Q4 24 | 1.49× | 19.12× | ||
| Q3 24 | — | 12.65× | ||
| Q2 24 | — | 10.99× | ||
| Q1 24 | — | 10.05× |
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 | $34.5M |
| 自由现金流经营现金流 - 资本支出 | $67.6M | $-29.1M |
| 自由现金流率自由现金流/营收 | 9.0% | -3.9% |
| 资本支出强度资本支出/营收 | 1.1% | 8.4% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $233.8M | $16.5M |
8季度趋势，按日历期对齐
经营现金流AMNBKD
| Q4 25 | $75.6M | $34.5M | ||
| Q3 25 | $22.7M | $76.5M | ||
| Q2 25 | $78.5M | $83.6M | ||
| Q1 25 | $92.7M | $23.4M | ||
| Q4 24 | $72.8M | $45.2M | ||
| Q3 24 | $66.7M | $66.5M | ||
| Q2 24 | $99.5M | $55.7M | ||
| Q1 24 | $81.4M | $-1.1M |
自由现金流AMNBKD
| Q4 25 | $67.6M | $-29.1M | ||
| Q3 25 | $14.8M | $34.9M | ||
| Q2 25 | $68.7M | $29.1M | ||
| Q1 25 | $82.7M | $-18.4M | ||
| Q4 24 | $56.6M | $-5.1M | ||
| Q3 24 | $47.4M | $11.5M | ||
| Q2 24 | $72.2M | $4.1M | ||
| Q1 24 | $63.2M | $-45.5M |
自由现金流率AMNBKD
| Q4 25 | 9.0% | -3.9% | ||
| Q3 25 | 2.3% | 4.3% | ||
| Q2 25 | 10.4% | 3.6% | ||
| Q1 25 | 12.0% | -2.3% | ||
| Q4 24 | 7.7% | -0.7% | ||
| Q3 24 | 6.9% | 1.5% | ||
| Q2 24 | 9.8% | 0.5% | ||
| Q1 24 | 7.7% | -5.8% |
资本支出强度AMNBKD
| Q4 25 | 1.1% | 8.4% | ||
| Q3 25 | 1.2% | 5.1% | ||
| Q2 25 | 1.5% | 6.7% | ||
| Q1 25 | 1.4% | 5.1% | ||
| Q4 24 | 2.2% | 6.4% | ||
| Q3 24 | 2.8% | 7.0% | ||
| Q2 24 | 3.7% | 6.6% | ||
| Q1 24 | 2.2% | 5.7% |
现金转化率AMNBKD
| Q4 25 | — | — | ||
| Q3 25 | 0.77× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 9.54× | — | ||
| Q2 24 | 6.13× | — | ||
| 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% |
BKD
| Assisted Living And Memory Care | $506.7M | 67% |
| Independent Living | $121.6M | 16% |
| Ccrcs Rental | $86.3M | 11% |
| Reimbursement Costs Managed Communities | $36.7M | 5% |
| Management Service | $2.9M | 0% |
