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AMN HEALTHCARE SERVICES INC(AMN)与泰佩思琦(TPR)财务数据对比。点击上方公司名可切换其他公司
泰佩思琦的季度营收约是AMN HEALTHCARE SERVICES INC的1.4倍($1.9B vs $1.4B),泰佩思琦净利率更高(17.9% vs 4.5%,领先13.4%),AMN HEALTHCARE SERVICES INC同比增速更快(100.0% vs 21.0%),过去两年AMN HEALTHCARE SERVICES INC的营收复合增速更高(36.4% vs 9.9%)
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。
Tapestry, Inc.是美国知名跨国奢侈品时尚控股企业,旗下拥有Coach、Kate Spade New York、Stuart Weitzman三大标志性生活方式品牌,主营高端手袋、服饰、鞋履、配饰及香水产品,销售渠道覆盖全球线下门店与线上电商平台。
AMN vs TPR — 直观对比
营收规模更大
TPR
是对方的1.4倍
$1.4B
营收增速更快
AMN
高出79.0%
21.0%
净利率更高
TPR
高出13.4%
4.5%
两年增速更快
AMN
近两年复合增速
9.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.9B |
| 净利润 | $62.2M | $343.8M |
| 毛利率 | 26.8% | 76.9% |
| 营业利润率 | 8.5% | 22.3% |
| 净利率 | 4.5% | 17.9% |
| 营收同比 | 100.0% | 21.0% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $1.59 | $1.65 |
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
TPR
| Q1 26 | $1.4B | $1.9B | ||
| Q4 25 | $748.2M | $2.5B | ||
| Q3 25 | $634.5M | $1.7B | ||
| Q2 25 | $658.2M | $1.7B | ||
| Q1 25 | $689.5M | $1.6B | ||
| Q4 24 | $734.7M | $2.2B | ||
| Q3 24 | $687.5M | $1.5B | ||
| Q2 24 | $740.7M | $1.6B |
净利润
AMN
TPR
| Q1 26 | $62.2M | $343.8M | ||
| Q4 25 | $-7.7M | $561.3M | ||
| Q3 25 | $29.3M | $274.8M | ||
| Q2 25 | $-116.2M | $-517.1M | ||
| Q1 25 | $-1.1M | $203.3M | ||
| Q4 24 | $-187.5M | $310.4M | ||
| Q3 24 | $7.0M | $186.6M | ||
| Q2 24 | $16.2M | $159.3M |
毛利率
AMN
TPR
| Q1 26 | 26.8% | 76.9% | ||
| Q4 25 | 26.1% | 75.5% | ||
| Q3 25 | 29.1% | 76.3% | ||
| Q2 25 | 29.8% | 76.3% | ||
| Q1 25 | 28.7% | 76.1% | ||
| Q4 24 | 29.8% | 74.4% | ||
| Q3 24 | 31.0% | 75.3% | ||
| Q2 24 | 31.0% | 74.9% |
营业利润率
AMN
TPR
| Q1 26 | 8.5% | 22.3% | ||
| Q4 25 | 1.1% | 28.6% | ||
| Q3 25 | 7.5% | 19.3% | ||
| Q2 25 | -18.8% | -33.9% | ||
| Q1 25 | 1.8% | 16.0% | ||
| Q4 24 | -27.6% | 22.4% | ||
| Q3 24 | 3.2% | 16.7% | ||
| Q2 24 | 5.1% | 14.8% |
净利率
AMN
TPR
| Q1 26 | 4.5% | 17.9% | ||
| Q4 25 | -1.0% | 22.4% | ||
| Q3 25 | 4.6% | 16.1% | ||
| Q2 25 | -17.7% | -30.0% | ||
| Q1 25 | -0.2% | 12.8% | ||
| Q4 24 | -25.5% | 14.1% | ||
| Q3 24 | 1.0% | 12.4% | ||
| Q2 24 | 2.2% | 10.0% |
每股收益(稀释后)
AMN
TPR
| Q1 26 | $1.59 | $1.65 | ||
| Q4 25 | $-0.19 | $2.68 | ||
| Q3 25 | $0.76 | $1.28 | ||
| Q2 25 | $-3.02 | $-2.30 | ||
| Q1 25 | $-0.03 | $0.95 | ||
| Q4 24 | $-4.90 | $1.38 | ||
| Q3 24 | $0.18 | $0.79 | ||
| Q2 24 | $0.42 | $0.67 |
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 | $1.1B |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | — | $682.4M |
| 总资产 | $2.6B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 3.48× |
8季度趋势,按日历期对齐
现金及短期投资
AMN
TPR
| Q1 26 | $560.7M | $1.1B | ||
| Q4 25 | $34.0M | $1.1B | ||
| Q3 25 | $52.6M | $743.2M | ||
| Q2 25 | $41.5M | $1.1B | ||
| Q1 25 | $55.8M | $1.1B | ||
| Q4 24 | $10.6M | $1.0B | ||
| Q3 24 | $30.6M | $7.3B | ||
| Q2 24 | $48.0M | $7.2B |
总债务
AMN
TPR
| Q1 26 | — | $2.4B | ||
| Q4 25 | $767.1M | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | $1.1B | $2.4B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | — | $6.9B |
股东权益
AMN
TPR
| Q1 26 | — | $682.4M | ||
| Q4 25 | $642.1M | $551.2M | ||
| Q3 25 | $644.4M | $399.5M | ||
| Q2 25 | $607.6M | $857.8M | ||
| Q1 25 | $715.1M | $1.5B | ||
| Q4 24 | $706.6M | $1.3B | ||
| Q3 24 | $890.7M | $3.0B | ||
| Q2 24 | $876.9M | $2.9B |
总资产
AMN
TPR
| Q1 26 | $2.6B | $6.5B | ||
| Q4 25 | $2.1B | $6.5B | ||
| Q3 25 | $2.1B | $6.4B | ||
| Q2 25 | $2.2B | $6.6B | ||
| Q1 25 | $2.4B | $7.3B | ||
| Q4 24 | $2.4B | $7.3B | ||
| Q3 24 | $2.7B | $13.7B | ||
| Q2 24 | $2.8B | $13.4B |
负债/权益比
AMN
TPR
| Q1 26 | — | 3.48× | ||
| Q4 25 | 1.19× | 4.32× | ||
| Q3 25 | — | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 1.49× | 1.78× | ||
| Q3 24 | — | 2.35× | ||
| Q2 24 | — | 2.39× |
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 | — | — |
| 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
AMN
TPR
| Q1 26 | $562.5M | — | ||
| Q4 25 | $75.6M | $1.1B | ||
| Q3 25 | $22.7M | $112.6M | ||
| Q2 25 | $78.5M | $446.8M | ||
| Q1 25 | $92.7M | $144.3M | ||
| Q4 24 | $72.8M | $506.0M | ||
| Q3 24 | $66.7M | $119.5M | ||
| Q2 24 | $99.5M | $256.0M |
自由现金流
AMN
TPR
| Q1 26 | — | — | ||
| Q4 25 | $67.6M | $1.0B | ||
| Q3 25 | $14.8M | $80.2M | ||
| Q2 25 | $68.7M | $411.5M | ||
| Q1 25 | $82.7M | $113.4M | ||
| Q4 24 | $56.6M | $475.1M | ||
| Q3 24 | $47.4M | $93.9M | ||
| Q2 24 | $72.2M | $209.8M |
自由现金流率
AMN
TPR
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | 41.5% | ||
| Q3 25 | 2.3% | 4.7% | ||
| Q2 25 | 10.4% | 23.9% | ||
| Q1 25 | 12.0% | 7.2% | ||
| Q4 24 | 7.7% | 21.6% | ||
| Q3 24 | 6.9% | 6.2% | ||
| Q2 24 | 9.8% | 13.2% |
资本支出强度
AMN
TPR
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 1.7% | ||
| Q3 25 | 1.2% | 1.9% | ||
| Q2 25 | 1.5% | 2.0% | ||
| Q1 25 | 1.4% | 2.0% | ||
| Q4 24 | 2.2% | 1.4% | ||
| Q3 24 | 2.8% | 1.7% | ||
| Q2 24 | 3.7% | 2.9% |
现金转化率
AMN
TPR
| Q1 26 | 9.04× | — | ||
| Q4 25 | — | 1.93× | ||
| Q3 25 | 0.77× | 0.41× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | 9.54× | 0.64× | ||
| Q2 24 | 6.13× | 1.61× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图