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AMN HEALTHCARE SERVICES INC(AMN)与Essex Property Trust(ESS)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Essex Property Trust的1.6倍($748.2M vs $479.6M),Essex Property Trust净利率更高(17.9% vs -1.0%,领先18.9%),Essex Property Trust同比增速更快(5.5% vs 1.8%),过去两年Essex Property Trust的营收复合增速更高(6.0% 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。
Essex Property Trust是一家公开上市的房地产投资信托企业,重点布局美国西海岸优质不动产市场,核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业,在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
AMN vs ESS — 直观对比
营收规模更大
AMN
是对方的1.6倍
$479.6M
营收增速更快
ESS
高出3.7%
1.8%
净利率更高
ESS
高出18.9%
-1.0%
两年增速更快
ESS
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $748.2M | $479.6M |
| 净利润 | $-7.7M | $85.7M |
| 毛利率 | 26.1% | 70.0% |
| 营业利润率 | 1.1% | 31.7% |
| 净利率 | -1.0% | 17.9% |
| 营收同比 | 1.8% | 5.5% |
| 净利润同比 | 95.9% | -71.6% |
| 每股收益(稀释后) | $-0.19 | $1.24 |
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
AMN
ESS
| Q4 25 | $748.2M | $479.6M | ||
| Q3 25 | $634.5M | $473.3M | ||
| Q2 25 | $658.2M | $469.8M | ||
| Q1 25 | $689.5M | $464.6M | ||
| Q4 24 | $734.7M | $454.5M | ||
| Q3 24 | $687.5M | $450.7M | ||
| Q2 24 | $740.7M | $442.4M | ||
| Q1 24 | $820.9M | $426.9M |
净利润
AMN
ESS
| Q4 25 | $-7.7M | $85.7M | ||
| Q3 25 | $29.3M | $172.7M | ||
| Q2 25 | $-116.2M | $231.5M | ||
| Q1 25 | $-1.1M | $212.8M | ||
| Q4 24 | $-187.5M | $301.7M | ||
| Q3 24 | $7.0M | $125.5M | ||
| Q2 24 | $16.2M | $99.0M | ||
| Q1 24 | $17.3M | $285.1M |
毛利率
AMN
ESS
| Q4 25 | 26.1% | 70.0% | ||
| Q3 25 | 29.1% | 69.2% | ||
| Q2 25 | 29.8% | 70.7% | ||
| Q1 25 | 28.7% | 69.6% | ||
| Q4 24 | 29.8% | 70.0% | ||
| Q3 24 | 31.0% | 69.5% | ||
| Q2 24 | 31.0% | 70.8% | ||
| Q1 24 | 31.4% | 69.7% |
营业利润率
AMN
ESS
| Q4 25 | 1.1% | 31.7% | ||
| Q3 25 | 7.5% | 44.5% | ||
| Q2 25 | -18.8% | 59.5% | ||
| Q1 25 | 1.8% | 55.3% | ||
| Q4 24 | -27.6% | 67.0% | ||
| Q3 24 | 3.2% | 28.6% | ||
| Q2 24 | 5.1% | 31.1% | ||
| Q1 24 | 4.9% | 31.0% |
净利率
AMN
ESS
| Q4 25 | -1.0% | 17.9% | ||
| Q3 25 | 4.6% | 36.5% | ||
| Q2 25 | -17.7% | 49.3% | ||
| Q1 25 | -0.2% | 45.8% | ||
| Q4 24 | -25.5% | 66.4% | ||
| Q3 24 | 1.0% | 27.8% | ||
| Q2 24 | 2.2% | 22.4% | ||
| Q1 24 | 2.1% | 66.8% |
每股收益(稀释后)
AMN
ESS
| Q4 25 | $-0.19 | $1.24 | ||
| Q3 25 | $0.76 | $2.56 | ||
| Q2 25 | $-3.02 | $3.44 | ||
| Q1 25 | $-0.03 | $3.16 | ||
| Q4 24 | $-4.90 | $4.00 | ||
| Q3 24 | $0.18 | $1.84 | ||
| Q2 24 | $0.42 | $1.45 | ||
| Q1 24 | $0.45 | $4.25 |
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 | $76.2M |
| 总债务越低越好 | $767.1M | — |
| 股东权益账面价值 | $642.1M | $5.5B |
| 总资产 | $2.1B | $13.2B |
| 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
AMN
ESS
| Q4 25 | $34.0M | $76.2M | ||
| Q3 25 | $52.6M | $66.0M | ||
| Q2 25 | $41.5M | $58.7M | ||
| Q1 25 | $55.8M | $98.7M | ||
| Q4 24 | $10.6M | $66.8M | ||
| Q3 24 | $30.6M | $71.3M | ||
| Q2 24 | $48.0M | $55.2M | ||
| Q1 24 | $50.6M | $499.0M |
总债务
AMN
ESS
| Q4 25 | $767.1M | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.6B |
股东权益
AMN
ESS
| Q4 25 | $642.1M | $5.5B | ||
| Q3 25 | $644.4M | $5.6B | ||
| Q2 25 | $607.6M | $5.6B | ||
| Q1 25 | $715.1M | $5.6B | ||
| Q4 24 | $706.6M | $5.5B | ||
| Q3 24 | $890.7M | $5.4B | ||
| Q2 24 | $876.9M | $5.5B | ||
| Q1 24 | $854.2M | $5.5B |
总资产
AMN
ESS
| Q4 25 | $2.1B | $13.2B | ||
| Q3 25 | $2.1B | $13.2B | ||
| Q2 25 | $2.2B | $13.2B | ||
| Q1 25 | $2.4B | $13.2B | ||
| Q4 24 | $2.4B | $12.9B | ||
| Q3 24 | $2.7B | $12.6B | ||
| Q2 24 | $2.8B | $12.5B | ||
| Q1 24 | $2.9B | $12.9B |
负债/权益比
AMN
ESS
| Q4 25 | 1.19× | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 1.19× |
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 | $1.1B |
| 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 | — | 12.53× |
| 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
AMN
ESS
| Q4 25 | $75.6M | $1.1B | ||
| Q3 25 | $22.7M | $342.6M | ||
| Q2 25 | $78.5M | $216.1M | ||
| Q1 25 | $92.7M | $281.5M | ||
| Q4 24 | $72.8M | $1.1B | ||
| Q3 24 | $66.7M | $316.2M | ||
| Q2 24 | $99.5M | $218.9M | ||
| Q1 24 | $81.4M | $314.9M |
自由现金流
AMN
ESS
| 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
AMN
ESS
| 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
AMN
ESS
| 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
AMN
ESS
| Q4 25 | — | 12.53× | ||
| Q3 25 | 0.77× | 1.98× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | — | 3.54× | ||
| Q3 24 | 9.54× | 2.52× | ||
| Q2 24 | 6.13× | 2.21× | ||
| Q1 24 | 4.70× | 1.10× |
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% |
ESS
暂无分部数据