vs
AMN HEALTHCARE SERVICES INC（AMN）与Host Hotels & Resorts（HST）财务数据对比。点击上方公司名可切换其他公司
Host Hotels & Resorts的季度营收约是AMN HEALTHCARE SERVICES INC的1.2倍（$1.6B vs $1.4B），Host Hotels & Resorts净利率更高（30.5% vs 4.5%，领先25.9%），AMN HEALTHCARE SERVICES INC同比增速更快（100.0% vs 11.6%），过去两年AMN HEALTHCARE SERVICES INC的营收复合增速更高（36.4% vs 5.9%）
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。
Host Hotels & Resorts是总部位于美国马里兰州贝塞斯达的房地产投资信托企业，专注于高端酒店资产投资。截至2024年12月31日，公司在美国、巴西、加拿大共持有81家高端酒店，总客房数约4.34万间，是全球知名的酒店不动产投资机构。
AMN vs HST — 直观对比
营收规模更大
HST
是对方的1.2倍
$1.4B
营收增速更快
AMN
高出88.4%
11.6%
净利率更高
HST
高出25.9%
4.5%
两年增速更快
AMN
近两年复合增速
5.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.6B |
| 净利润 | $62.2M | $501.0M |
| 毛利率 | 26.8% | 98.7% |
| 营业利润率 | 8.5% | 19.4% |
| 净利率 | 4.5% | 30.5% |
| 营收同比 | 100.0% | 11.6% |
| 净利润同比 | — | 99.2% |
| 每股收益（稀释后） | $1.59 | $0.72 |
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AMNHST
| Q1 26 | $1.4B | $1.6B | ||
| Q4 25 | $748.2M | $1.6B | ||
| Q3 25 | $634.5M | $1.3B | ||
| Q2 25 | $658.2M | $1.6B | ||
| Q1 25 | $689.5M | $1.6B | ||
| Q4 24 | $734.7M | $1.4B | ||
| Q3 24 | $687.5M | $1.3B | ||
| Q2 24 | $740.7M | $1.5B |
净利润AMNHST
| Q1 26 | $62.2M | $501.0M | ||
| Q4 25 | $-7.7M | $135.0M | ||
| Q3 25 | $29.3M | $161.0M | ||
| Q2 25 | $-116.2M | $221.0M | ||
| Q1 25 | $-1.1M | $248.0M | ||
| Q4 24 | $-187.5M | $108.0M | ||
| Q3 24 | $7.0M | $82.0M | ||
| Q2 24 | $16.2M | $239.0M |
毛利率AMNHST
| Q1 26 | 26.8% | 98.7% | ||
| 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AMNHST
| Q1 26 | 8.5% | 19.4% | ||
| Q4 25 | 1.1% | 12.0% | ||
| Q3 25 | 7.5% | 7.6% | ||
| Q2 25 | -18.8% | 17.5% | ||
| Q1 25 | 1.8% | 17.9% | ||
| Q4 24 | -27.6% | 11.0% | ||
| Q3 24 | 3.2% | 10.2% | ||
| Q2 24 | 5.1% | 19.9% |
净利率AMNHST
| Q1 26 | 4.5% | 30.5% | ||
| Q4 25 | -1.0% | 8.4% | ||
| Q3 25 | 4.6% | 12.1% | ||
| Q2 25 | -17.7% | 13.9% | ||
| Q1 25 | -0.2% | 15.6% | ||
| Q4 24 | -25.5% | 7.6% | ||
| Q3 24 | 1.0% | 6.2% | ||
| Q2 24 | 2.2% | 16.3% |
每股收益（稀释后）AMNHST
| Q1 26 | $1.59 | $0.72 | ||
| Q4 25 | $-0.19 | $0.20 | ||
| Q3 25 | $0.76 | $0.23 | ||
| Q2 25 | $-3.02 | $0.32 | ||
| Q1 25 | $-0.03 | $0.35 | ||
| Q4 24 | $-4.90 | $0.15 | ||
| Q3 24 | $0.18 | $0.12 | ||
| Q2 24 | $0.42 | $0.34 |
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 | $560.7M | $1.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $6.8B |
| 总资产 | $2.6B | $13.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AMNHST
| Q1 26 | $560.7M | $1.7B | ||
| Q4 25 | $34.0M | $768.0M | ||
| Q3 25 | $52.6M | $539.0M | ||
| Q2 25 | $41.5M | $490.0M | ||
| Q1 25 | $55.8M | $428.0M | ||
| Q4 24 | $10.6M | $554.0M | ||
| Q3 24 | $30.6M | $564.0M | ||
| Q2 24 | $48.0M | $805.0M |
总债务AMNHST
| Q1 26 | — | — | ||
| Q4 25 | $767.1M | $1.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | $896.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMNHST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $642.1M | $6.6B | ||
| Q3 25 | $644.4M | $6.7B | ||
| Q2 25 | $607.6M | $6.6B | ||
| Q1 25 | $715.1M | $6.7B | ||
| Q4 24 | $706.6M | $6.6B | ||
| Q3 24 | $890.7M | $6.7B | ||
| Q2 24 | $876.9M | $6.8B |
总资产AMNHST
| Q1 26 | $2.6B | $13.2B | ||
| Q4 25 | $2.1B | $13.0B | ||
| Q3 25 | $2.1B | $13.0B | ||
| Q2 25 | $2.2B | $13.0B | ||
| Q1 25 | $2.4B | $12.9B | ||
| Q4 24 | $2.4B | $13.0B | ||
| Q3 24 | $2.7B | $13.1B | ||
| Q2 24 | $2.8B | $12.4B |
负债/权益比AMNHST
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 0.19× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.49× | 0.14× | ||
| 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 | $562.5M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 7.4% |
| 现金转化率经营现金流/净利润 | 9.04× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AMNHST
| Q1 26 | $562.5M | — | ||
| Q4 25 | $75.6M | $543.0M | ||
| Q3 25 | $22.7M | $218.0M | ||
| Q2 25 | $78.5M | $444.0M | ||
| Q1 25 | $92.7M | $305.0M | ||
| Q4 24 | $72.8M | $331.0M | ||
| Q3 24 | $66.7M | $349.0M | ||
| Q2 24 | $99.5M | $453.0M |
自由现金流AMNHST
| Q1 26 | — | — | ||
| Q4 25 | $67.6M | $445.0M | ||
| Q3 25 | $14.8M | $143.0M | ||
| Q2 25 | $68.7M | $381.0M | ||
| Q1 25 | $82.7M | $259.0M | ||
| Q4 24 | $56.6M | $235.0M | ||
| Q3 24 | $47.4M | $262.0M | ||
| Q2 24 | $72.2M | $409.0M |
自由现金流率AMNHST
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | 27.8% | ||
| Q3 25 | 2.3% | 10.7% | ||
| Q2 25 | 10.4% | 24.0% | ||
| Q1 25 | 12.0% | 16.2% | ||
| Q4 24 | 7.7% | 16.5% | ||
| Q3 24 | 6.9% | 19.9% | ||
| Q2 24 | 9.8% | 27.9% |
资本支出强度AMNHST
| Q1 26 | — | 7.4% | ||
| Q4 25 | 1.1% | 6.1% | ||
| Q3 25 | 1.2% | 5.6% | ||
| Q2 25 | 1.5% | 4.0% | ||
| Q1 25 | 1.4% | 2.9% | ||
| Q4 24 | 2.2% | 6.7% | ||
| Q3 24 | 2.8% | 6.6% | ||
| Q2 24 | 3.7% | 3.0% |
现金转化率AMNHST
| Q1 26 | 9.04× | — | ||
| Q4 25 | — | 4.02× | ||
| Q3 25 | 0.77× | 1.35× | ||
| Q2 25 | — | 2.01× | ||
| Q1 25 | — | 1.23× | ||
| Q4 24 | — | 3.06× | ||
| Q3 24 | 9.54× | 4.26× | ||
| Q2 24 | 6.13× | 1.90× |
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
暂无分部数据
HST
| Room | $943.0M | 57% |
| Food and beverage | $517.0M | 31% |
| Other | $159.0M | 10% |
| Condominium sales | $26.0M | 2% |
