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AMN HEALTHCARE SERVICES INC（AMN）与Hims & Hers Health, Inc.（HIMS）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Hims & Hers Health, Inc.的1.2倍（$748.2M vs $617.8M），Hims & Hers Health, Inc.净利率更高（3.3% vs -1.0%，领先4.4%），Hims & Hers Health, Inc.同比增速更快（28.4% vs 1.8%），AMN HEALTHCARE SERVICES INC自由现金流更多（$67.6M vs $-2.5M），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% 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。
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业，面向消费者提供处方药品、非处方药物以及各类个人护理产品，依托线上服务模式为用户打造便捷的健康消费渠道，覆盖日常医疗、个护等多场景需求。
AMN vs HIMS — 直观对比
营收规模更大
AMN
是对方的1.2倍
$617.8M
营收增速更快
HIMS
高出26.6%
1.8%
净利率更高
HIMS
高出4.4%
-1.0%
自由现金流更多
AMN
多$70.1M
$-2.5M
两年增速更快
HIMS
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $748.2M | $617.8M |
| 净利润 | $-7.7M | $20.6M |
| 毛利率 | 26.1% | 71.9% |
| 营业利润率 | 1.1% | 1.5% |
| 净利率 | -1.0% | 3.3% |
| 营收同比 | 1.8% | 28.4% |
| 净利润同比 | 95.9% | -20.8% |
| 每股收益（稀释后） | $-0.19 | $0.08 |
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AMNHIMS
| Q4 25 | $748.2M | $617.8M | ||
| Q3 25 | $634.5M | $599.0M | ||
| Q2 25 | $658.2M | $544.8M | ||
| Q1 25 | $689.5M | $586.0M | ||
| Q4 24 | $734.7M | $481.1M | ||
| Q3 24 | $687.5M | $401.6M | ||
| Q2 24 | $740.7M | $315.6M | ||
| Q1 24 | $820.9M | $278.2M |
净利润AMNHIMS
| Q4 25 | $-7.7M | $20.6M | ||
| Q3 25 | $29.3M | $15.8M | ||
| Q2 25 | $-116.2M | $42.5M | ||
| Q1 25 | $-1.1M | $49.5M | ||
| Q4 24 | $-187.5M | $26.0M | ||
| Q3 24 | $7.0M | $75.6M | ||
| Q2 24 | $16.2M | $13.3M | ||
| Q1 24 | $17.3M | $11.1M |
毛利率AMNHIMS
| Q4 25 | 26.1% | 71.9% | ||
| Q3 25 | 29.1% | 73.8% | ||
| Q2 25 | 29.8% | 76.4% | ||
| Q1 25 | 28.7% | 73.5% | ||
| Q4 24 | 29.8% | 76.8% | ||
| Q3 24 | 31.0% | 79.2% | ||
| Q2 24 | 31.0% | 81.3% | ||
| Q1 24 | 31.4% | 82.4% |
营业利润率AMNHIMS
| Q4 25 | 1.1% | 1.5% | ||
| Q3 25 | 7.5% | 2.0% | ||
| Q2 25 | -18.8% | 4.9% | ||
| Q1 25 | 1.8% | 9.9% | ||
| Q4 24 | -27.6% | 3.9% | ||
| Q3 24 | 3.2% | 5.6% | ||
| Q2 24 | 5.1% | 3.5% | ||
| Q1 24 | 4.9% | 3.6% |
净利率AMNHIMS
| Q4 25 | -1.0% | 3.3% | ||
| Q3 25 | 4.6% | 2.6% | ||
| Q2 25 | -17.7% | 7.8% | ||
| Q1 25 | -0.2% | 8.4% | ||
| Q4 24 | -25.5% | 5.4% | ||
| Q3 24 | 1.0% | 18.8% | ||
| Q2 24 | 2.2% | 4.2% | ||
| Q1 24 | 2.1% | 4.0% |
每股收益（稀释后）AMNHIMS
| Q4 25 | $-0.19 | $0.08 | ||
| Q3 25 | $0.76 | $0.06 | ||
| Q2 25 | $-3.02 | $0.17 | ||
| Q1 25 | $-0.03 | $0.20 | ||
| Q4 24 | $-4.90 | $0.10 | ||
| Q3 24 | $0.18 | $0.32 | ||
| Q2 24 | $0.42 | $0.06 | ||
| Q1 24 | $0.45 | $0.05 |
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 | $228.6M |
| 总债务越低越好 | $767.1M | — |
| 股东权益账面价值 | $642.1M | $540.9M |
| 总资产 | $2.1B | $2.2B |
| 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AMNHIMS
| Q4 25 | $34.0M | $228.6M | ||
| Q3 25 | $52.6M | $345.8M | ||
| Q2 25 | $41.5M | $1.1B | ||
| Q1 25 | $55.8M | $273.7M | ||
| Q4 24 | $10.6M | $220.6M | ||
| Q3 24 | $30.6M | $165.5M | ||
| Q2 24 | $48.0M | $129.3M | ||
| Q1 24 | $50.6M | $105.2M |
总债务AMNHIMS
| Q4 25 | $767.1M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMNHIMS
| Q4 25 | $642.1M | $540.9M | ||
| Q3 25 | $644.4M | $581.0M | ||
| Q2 25 | $607.6M | $562.7M | ||
| Q1 25 | $715.1M | $549.3M | ||
| Q4 24 | $706.6M | $476.7M | ||
| Q3 24 | $890.7M | $440.1M | ||
| Q2 24 | $876.9M | $362.0M | ||
| Q1 24 | $854.2M | $344.5M |
总资产AMNHIMS
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $2.1B | $2.2B | ||
| Q2 25 | $2.2B | $1.9B | ||
| Q1 25 | $2.4B | $891.7M | ||
| Q4 24 | $2.4B | $707.5M | ||
| Q3 24 | $2.7B | $602.3M | ||
| Q2 24 | $2.8B | $480.5M | ||
| Q1 24 | $2.9B | $448.1M |
负债/权益比AMNHIMS
| Q4 25 | 1.19× | — | ||
| Q3 25 | — | — | ||
| 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 | $61.3M |
| 自由现金流经营现金流 - 资本支出 | $67.6M | $-2.5M |
| 自由现金流率自由现金流/营收 | 9.0% | -0.4% |
| 资本支出强度资本支出/营收 | 1.1% | 10.3% |
| 现金转化率经营现金流/净利润 | — | 2.98× |
| 过去12个月自由现金流最近4个季度 | $233.8M | $57.4M |
8季度趋势，按日历期对齐
经营现金流AMNHIMS
| Q4 25 | $75.6M | $61.3M | ||
| Q3 25 | $22.7M | $148.7M | ||
| Q2 25 | $78.5M | $-19.1M | ||
| Q1 25 | $92.7M | $109.1M | ||
| Q4 24 | $72.8M | $86.4M | ||
| Q3 24 | $66.7M | $85.3M | ||
| Q2 24 | $99.5M | $53.6M | ||
| Q1 24 | $81.4M | $25.8M |
自由现金流AMNHIMS
| Q4 25 | $67.6M | $-2.5M | ||
| Q3 25 | $14.8M | $79.3M | ||
| Q2 25 | $68.7M | $-69.5M | ||
| Q1 25 | $82.7M | $50.1M | ||
| Q4 24 | $56.6M | $59.5M | ||
| Q3 24 | $47.4M | $79.4M | ||
| Q2 24 | $72.2M | $47.6M | ||
| Q1 24 | $63.2M | $11.8M |
自由现金流率AMNHIMS
| Q4 25 | 9.0% | -0.4% | ||
| Q3 25 | 2.3% | 13.2% | ||
| Q2 25 | 10.4% | -12.8% | ||
| Q1 25 | 12.0% | 8.5% | ||
| Q4 24 | 7.7% | 12.4% | ||
| Q3 24 | 6.9% | 19.8% | ||
| Q2 24 | 9.8% | 15.1% | ||
| Q1 24 | 7.7% | 4.3% |
资本支出强度AMNHIMS
| Q4 25 | 1.1% | 10.3% | ||
| Q3 25 | 1.2% | 11.6% | ||
| Q2 25 | 1.5% | 9.3% | ||
| Q1 25 | 1.4% | 10.1% | ||
| Q4 24 | 2.2% | 5.6% | ||
| Q3 24 | 2.8% | 1.5% | ||
| Q2 24 | 3.7% | 1.9% | ||
| Q1 24 | 2.2% | 5.0% |
现金转化率AMNHIMS
| Q4 25 | — | 2.98× | ||
| Q3 25 | 0.77× | 9.43× | ||
| Q2 25 | — | -0.45× | ||
| Q1 25 | — | 2.20× | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | 9.54× | 1.13× | ||
| Q2 24 | 6.13× | 4.03× | ||
| Q1 24 | 4.70× | 2.32× |
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% |
HIMS
暂无分部数据
