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AMN HEALTHCARE SERVICES INC（AMN）与UiPath, Inc.（PATH）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UiPath, Inc.的1.8倍（$748.2M vs $411.1M），UiPath, Inc.净利率更高（48.4% vs -1.0%，领先49.4%），UiPath, Inc.同比增速更快（15.9% vs 1.8%），AMN HEALTHCARE SERVICES INC自由现金流更多（$67.6M vs $25.1M），过去两年UiPath, Inc.的营收复合增速更高（0.7% 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。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
AMN vs PATH — 直观对比
营收规模更大
AMN
是对方的1.8倍
$411.1M
营收增速更快
PATH
高出14.1%
1.8%
净利率更高
PATH
高出49.4%
-1.0%
自由现金流更多
AMN
多$42.5M
$25.1M
两年增速更快
PATH
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $748.2M | $411.1M |
| 净利润 | $-7.7M | $198.8M |
| 毛利率 | 26.1% | 83.3% |
| 营业利润率 | 1.1% | 3.2% |
| 净利率 | -1.0% | 48.4% |
| 营收同比 | 1.8% | 15.9% |
| 净利润同比 | 95.9% | 1966.2% |
| 每股收益（稀释后） | $-0.19 | $0.37 |
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AMNPATH
| Q4 25 | $748.2M | $411.1M | ||
| Q3 25 | $634.5M | $361.7M | ||
| Q2 25 | $658.2M | $356.6M | ||
| Q1 25 | $689.5M | $423.6M | ||
| Q4 24 | $734.7M | $354.7M | ||
| Q3 24 | $687.5M | $316.3M | ||
| Q2 24 | $740.7M | $335.1M | ||
| Q1 24 | $820.9M | $405.3M |
净利润AMNPATH
| Q4 25 | $-7.7M | $198.8M | ||
| Q3 25 | $29.3M | $1.6M | ||
| Q2 25 | $-116.2M | $-22.6M | ||
| Q1 25 | $-1.1M | $51.8M | ||
| Q4 24 | $-187.5M | $-10.7M | ||
| Q3 24 | $7.0M | $-86.1M | ||
| Q2 24 | $16.2M | $-28.7M | ||
| Q1 24 | $17.3M | $33.9M |
毛利率AMNPATH
| Q4 25 | 26.1% | 83.3% | ||
| Q3 25 | 29.1% | 82.2% | ||
| Q2 25 | 29.8% | 82.1% | ||
| Q1 25 | 28.7% | 84.8% | ||
| Q4 24 | 29.8% | 82.0% | ||
| Q3 24 | 31.0% | 80.0% | ||
| Q2 24 | 31.0% | 83.5% | ||
| Q1 24 | 31.4% | 86.8% |
营业利润率AMNPATH
| Q4 25 | 1.1% | 3.2% | ||
| Q3 25 | 7.5% | -5.6% | ||
| Q2 25 | -18.8% | -4.6% | ||
| Q1 25 | 1.8% | 7.9% | ||
| Q4 24 | -27.6% | -12.2% | ||
| Q3 24 | 3.2% | -32.7% | ||
| Q2 24 | 5.1% | -14.8% | ||
| Q1 24 | 4.9% | 3.7% |
净利率AMNPATH
| Q4 25 | -1.0% | 48.4% | ||
| Q3 25 | 4.6% | 0.4% | ||
| Q2 25 | -17.7% | -6.3% | ||
| Q1 25 | -0.2% | 12.2% | ||
| Q4 24 | -25.5% | -3.0% | ||
| Q3 24 | 1.0% | -27.2% | ||
| Q2 24 | 2.2% | -8.6% | ||
| Q1 24 | 2.1% | 8.4% |
每股收益（稀释后）AMNPATH
| Q4 25 | $-0.19 | $0.37 | ||
| Q3 25 | $0.76 | $0.00 | ||
| Q2 25 | $-3.02 | $-0.04 | ||
| Q1 25 | $-0.03 | $0.09 | ||
| Q4 24 | $-4.90 | $-0.02 | ||
| Q3 24 | $0.18 | $-0.15 | ||
| Q2 24 | $0.42 | $-0.05 | ||
| Q1 24 | $0.45 | $0.07 |
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 | $1.4B |
| 总债务越低越好 | $767.1M | — |
| 股东权益账面价值 | $642.1M | $1.9B |
| 总资产 | $2.1B | $2.9B |
| 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AMNPATH
| Q4 25 | $34.0M | $1.4B | ||
| Q3 25 | $52.6M | $1.4B | ||
| Q2 25 | $41.5M | $1.6B | ||
| Q1 25 | $55.8M | $1.6B | ||
| Q4 24 | $10.6M | $1.6B | ||
| Q3 24 | $30.6M | $1.7B | ||
| Q2 24 | $48.0M | $1.9B | ||
| Q1 24 | $50.6M | $1.9B |
总债务AMNPATH
| Q4 25 | $767.1M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMNPATH
| Q4 25 | $642.1M | $1.9B | ||
| Q3 25 | $644.4M | $1.7B | ||
| Q2 25 | $607.6M | $1.7B | ||
| Q1 25 | $715.1M | $1.8B | ||
| Q4 24 | $706.6M | $1.7B | ||
| Q3 24 | $890.7M | $1.8B | ||
| Q2 24 | $876.9M | $2.0B | ||
| Q1 24 | $854.2M | $2.0B |
总资产AMNPATH
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | $2.1B | $2.6B | ||
| Q2 25 | $2.2B | $2.6B | ||
| Q1 25 | $2.4B | $2.9B | ||
| Q4 24 | $2.4B | $2.7B | ||
| Q3 24 | $2.7B | $2.7B | ||
| Q2 24 | $2.8B | $2.8B | ||
| Q1 24 | $2.9B | $3.0B |
负债/权益比AMNPATH
| 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 | $28.3M |
| 自由现金流经营现金流 - 资本支出 | $67.6M | $25.1M |
| 自由现金流率自由现金流/营收 | 9.0% | 6.1% |
| 资本支出强度资本支出/营收 | 1.1% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 0.14× |
| 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AMNPATH
| Q4 25 | $75.6M | $28.3M | ||
| Q3 25 | $22.7M | $41.6M | ||
| Q2 25 | $78.5M | $119.0M | ||
| Q1 25 | $92.7M | $146.1M | ||
| Q4 24 | $72.8M | $28.1M | ||
| Q3 24 | $66.7M | $46.4M | ||
| Q2 24 | $99.5M | $100.0M | ||
| Q1 24 | $81.4M | $145.6M |
自由现金流AMNPATH
| Q4 25 | $67.6M | $25.1M | ||
| Q3 25 | $14.8M | — | ||
| Q2 25 | $68.7M | $106.2M | ||
| Q1 25 | $82.7M | $138.7M | ||
| Q4 24 | $56.6M | $23.2M | ||
| Q3 24 | $47.4M | $45.0M | ||
| Q2 24 | $72.2M | $98.8M | ||
| Q1 24 | $63.2M | $141.8M |
自由现金流率AMNPATH
| Q4 25 | 9.0% | 6.1% | ||
| Q3 25 | 2.3% | — | ||
| Q2 25 | 10.4% | 29.8% | ||
| Q1 25 | 12.0% | 32.7% | ||
| Q4 24 | 7.7% | 6.5% | ||
| Q3 24 | 6.9% | 14.2% | ||
| Q2 24 | 9.8% | 29.5% | ||
| Q1 24 | 7.7% | 35.0% |
资本支出强度AMNPATH
| Q4 25 | 1.1% | 0.8% | ||
| Q3 25 | 1.2% | 0.0% | ||
| Q2 25 | 1.5% | 3.6% | ||
| Q1 25 | 1.4% | 1.7% | ||
| Q4 24 | 2.2% | 1.4% | ||
| Q3 24 | 2.8% | 0.4% | ||
| Q2 24 | 3.7% | 0.4% | ||
| Q1 24 | 2.2% | 0.9% |
现金转化率AMNPATH
| Q4 25 | — | 0.14× | ||
| Q3 25 | 0.77× | 26.25× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 2.82× | ||
| Q4 24 | — | — | ||
| Q3 24 | 9.54× | — | ||
| Q2 24 | 6.13× | — | ||
| Q1 24 | 4.70× | 4.29× |
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% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
