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AMN HEALTHCARE SERVICES INC（AMN）与COMMERCE BANCSHARES INC（CBSH）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COMMERCE BANCSHARES INC的1.6倍（$748.2M vs $475.7M），COMMERCE BANCSHARES INC净利率更高（29.8% vs -1.0%，领先30.8%），COMMERCE BANCSHARES INC同比增速更快（11.1% vs 1.8%），过去两年COMMERCE BANCSHARES INC的营收复合增速更高（7.1% 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。
Commerce Bancshares, Inc.是总部位于美国密苏里州的区域性银行控股公司，在堪萨斯城和圣路易斯设有核心办公点，旗下Commerce Bank提供多元化金融服务，覆盖企业及个人银行、财富管理、关联公司投资等业务。
AMN vs CBSH — 直观对比
营收规模更大
AMN
是对方的1.6倍
$475.7M
营收增速更快
CBSH
高出9.3%
1.8%
净利率更高
CBSH
高出30.8%
-1.0%
两年增速更快
CBSH
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $748.2M | $475.7M |
| 净利润 | $-7.7M | $141.6M |
| 毛利率 | 26.1% | — |
| 营业利润率 | 1.1% | — |
| 净利率 | -1.0% | 29.8% |
| 营收同比 | 1.8% | 11.1% |
| 净利润同比 | 95.9% | 0.7% |
| 每股收益（稀释后） | $-0.19 | $0.96 |
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AMNCBSH
| Q1 26 | — | $475.7M | ||
| Q4 25 | $748.2M | $449.4M | ||
| Q3 25 | $634.5M | $441.0M | ||
| Q2 25 | $658.2M | $445.8M | ||
| Q1 25 | $689.5M | $428.1M | ||
| Q4 24 | $734.7M | $422.1M | ||
| Q3 24 | $687.5M | $421.4M | ||
| Q2 24 | $740.7M | $414.5M |
净利润AMNCBSH
| Q1 26 | — | $141.6M | ||
| Q4 25 | $-7.7M | $140.7M | ||
| Q3 25 | $29.3M | $141.5M | ||
| Q2 25 | $-116.2M | $152.5M | ||
| Q1 25 | $-1.1M | $131.6M | ||
| Q4 24 | $-187.5M | $136.1M | ||
| Q3 24 | $7.0M | $138.0M | ||
| Q2 24 | $16.2M | $139.6M |
毛利率AMNCBSH
| Q1 26 | — | — | ||
| Q4 25 | 26.1% | — | ||
| Q3 25 | 29.1% | — | ||
| Q2 25 | 29.8% | — | ||
| Q1 25 | 28.7% | — | ||
| Q4 24 | 29.8% | — | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 31.0% | — |
营业利润率AMNCBSH
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 40.8% | ||
| Q3 25 | 7.5% | 41.9% | ||
| Q2 25 | -18.8% | 44.0% | ||
| Q1 25 | 1.8% | 39.2% | ||
| Q4 24 | -27.6% | 41.2% | ||
| Q3 24 | 3.2% | 42.4% | ||
| Q2 24 | 5.1% | 43.4% |
净利率AMNCBSH
| Q1 26 | — | 29.8% | ||
| Q4 25 | -1.0% | 31.3% | ||
| Q3 25 | 4.6% | 32.1% | ||
| Q2 25 | -17.7% | 34.2% | ||
| Q1 25 | -0.2% | 30.7% | ||
| Q4 24 | -25.5% | 32.2% | ||
| Q3 24 | 1.0% | 32.8% | ||
| Q2 24 | 2.2% | 33.7% |
每股收益（稀释后）AMNCBSH
| Q1 26 | — | $0.96 | ||
| Q4 25 | $-0.19 | $0.86 | ||
| Q3 25 | $0.76 | $1.06 | ||
| Q2 25 | $-3.02 | $1.14 | ||
| Q1 25 | $-0.03 | $0.98 | ||
| Q4 24 | $-4.90 | $0.83 | ||
| Q3 24 | $0.18 | $1.01 | ||
| Q2 24 | $0.42 | $1.03 |
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 | — |
| 总债务越低越好 | $767.1M | — |
| 股东权益账面价值 | $642.1M | $4.3B |
| 总资产 | $2.1B | $35.7B |
| 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AMNCBSH
| Q1 26 | — | — | ||
| Q4 25 | $34.0M | — | ||
| Q3 25 | $52.6M | — | ||
| Q2 25 | $41.5M | — | ||
| Q1 25 | $55.8M | — | ||
| Q4 24 | $10.6M | — | ||
| Q3 24 | $30.6M | — | ||
| Q2 24 | $48.0M | — |
总债务AMNCBSH
| Q1 26 | — | — | ||
| Q4 25 | $767.1M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMNCBSH
| Q1 26 | — | $4.3B | ||
| Q4 25 | $642.1M | $3.8B | ||
| Q3 25 | $644.4M | $3.8B | ||
| Q2 25 | $607.6M | $3.6B | ||
| Q1 25 | $715.1M | $3.5B | ||
| Q4 24 | $706.6M | $3.3B | ||
| Q3 24 | $890.7M | $3.4B | ||
| Q2 24 | $876.9M | $3.1B |
总资产AMNCBSH
| Q1 26 | — | $35.7B | ||
| Q4 25 | $2.1B | $32.9B | ||
| Q3 25 | $2.1B | $32.3B | ||
| Q2 25 | $2.2B | $32.3B | ||
| Q1 25 | $2.4B | $32.4B | ||
| Q4 24 | $2.4B | $32.0B | ||
| Q3 24 | $2.7B | $31.5B | ||
| Q2 24 | $2.8B | $30.6B |
负债/权益比AMNCBSH
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.49× | — | ||
| 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 | $75.6M | — |
| 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 | — | — |
| 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AMNCBSH
| Q1 26 | — | — | ||
| Q4 25 | $75.6M | $645.1M | ||
| Q3 25 | $22.7M | $129.0M | ||
| Q2 25 | $78.5M | $111.2M | ||
| Q1 25 | $92.7M | $138.6M | ||
| Q4 24 | $72.8M | $577.9M | ||
| Q3 24 | $66.7M | $431.7M | ||
| Q2 24 | $99.5M | $147.4M |
自由现金流AMNCBSH
| Q1 26 | — | — | ||
| Q4 25 | $67.6M | $592.4M | ||
| Q3 25 | $14.8M | $113.3M | ||
| Q2 25 | $68.7M | $100.5M | ||
| Q1 25 | $82.7M | $126.0M | ||
| Q4 24 | $56.6M | $531.7M | ||
| Q3 24 | $47.4M | $419.1M | ||
| Q2 24 | $72.2M | $138.9M |
自由现金流率AMNCBSH
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | 131.8% | ||
| Q3 25 | 2.3% | 25.7% | ||
| Q2 25 | 10.4% | 22.5% | ||
| Q1 25 | 12.0% | 29.4% | ||
| Q4 24 | 7.7% | 126.0% | ||
| Q3 24 | 6.9% | 99.5% | ||
| Q2 24 | 9.8% | 33.5% |
资本支出强度AMNCBSH
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 11.7% | ||
| Q3 25 | 1.2% | 3.6% | ||
| Q2 25 | 1.5% | 2.4% | ||
| Q1 25 | 1.4% | 2.9% | ||
| Q4 24 | 2.2% | 10.9% | ||
| Q3 24 | 2.8% | 3.0% | ||
| Q2 24 | 3.7% | 2.1% |
现金转化率AMNCBSH
| Q1 26 | — | — | ||
| Q4 25 | — | 4.59× | ||
| Q3 25 | 0.77× | 0.91× | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | — | 1.05× | ||
| Q4 24 | — | 4.25× | ||
| Q3 24 | 9.54× | 3.13× | ||
| Q2 24 | 6.13× | 1.06× |
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% |
CBSH
暂无分部数据
