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美国铁塔（AMT）与Angel Oak Mortgage REIT, Inc.（AOMR）财务数据对比。点击上方公司名可切换其他公司
美国铁塔的季度营收约是Angel Oak Mortgage REIT, Inc.的20.2倍（$219.8M vs $10.9M）。美国铁塔净利率更高（380.7% vs 103.9%，领先276.8%）。Angel Oak Mortgage REIT, Inc.同比增速更快（10.4% vs 4.5%）。过去两年Angel Oak Mortgage REIT, Inc.的营收复合增速更高（12.7% vs 12.0%）
美国铁塔是全球规模最大的房地产投资信托基金（REIT）之一，作为领先的独立多租户通信地产持有、运营及开发商，目前在全球范围内拥有约21.9万个通信站点，为全球通信产业提供可靠的基础设施支持。
Angel Oak Mortgage REIT是一家总部位于美国的房地产投资信托公司，专注于投资和管理非机构抵押贷款支持证券、住宅抵押贷款及其他信贷关联不动产金融资产，面向美国机构与零售投资者，旨在提供有竞争力的风险调整后回报，兼顾稳定收益与长期资本增值。
AMT vs AOMR — 直观对比
营收规模更大
AMT
是对方的20.2倍
$10.9M
营收增速更快
AOMR
高出6.0%
4.5%
净利率更高
AMT
高出276.8%
103.9%
两年增速更快
AOMR
近两年复合增速
12.0%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $219.8M | $10.9M |
| 净利润 | $836.8M | $11.3M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 380.7% | 103.9% |
| 营收同比 | 4.5% | 10.4% |
| 净利润同比 | -32.0% | 175.2% |
| 每股收益（稀释后） | $1.76 | $0.44 |
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AMTAOMR
| Q4 25 | $219.8M | $10.9M | ||
| Q3 25 | $246.4M | $10.2M | ||
| Q2 25 | $243.7M | $9.9M | ||
| Q1 25 | $226.0M | $10.1M | ||
| Q4 24 | $210.4M | $9.9M | ||
| Q3 24 | $190.4M | $9.0M | ||
| Q2 24 | $198.6M | $9.5M | ||
| Q1 24 | $175.2M | $8.6M |
净利润AMTAOMR
| Q4 25 | $836.8M | $11.3M | ||
| Q3 25 | $912.6M | $11.4M | ||
| Q2 25 | $380.5M | $767.0K | ||
| Q1 25 | $498.6M | $20.5M | ||
| Q4 24 | $1.2B | $-15.1M | ||
| Q3 24 | $-780.4M | $31.2M | ||
| Q2 24 | $908.4M | $-273.0K | ||
| Q1 24 | $921.7M | $12.9M |
营业利润率AMTAOMR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 7.7% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -152.6% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -1.4% | ||
| Q1 24 | — | — |
净利率AMTAOMR
| Q4 25 | 380.7% | 103.9% | ||
| Q3 25 | 370.4% | 112.1% | ||
| Q2 25 | 156.1% | 7.7% | ||
| Q1 25 | 220.6% | 203.5% | ||
| Q4 24 | 584.8% | -152.6% | ||
| Q3 24 | -409.9% | 345.9% | ||
| Q2 24 | 457.4% | -2.9% | ||
| Q1 24 | 526.1% | 150.1% |
每股收益（稀释后）AMTAOMR
| Q4 25 | $1.76 | $0.44 | ||
| Q3 25 | $1.82 | $0.46 | ||
| Q2 25 | $0.78 | $0.03 | ||
| Q1 25 | $1.04 | $0.87 | ||
| Q4 24 | $2.63 | $-0.62 | ||
| Q3 24 | $-1.69 | $1.29 | ||
| Q2 24 | $1.92 | $-0.01 | ||
| Q1 24 | $1.96 | $0.51 |
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 | $1.5B | $41.6M |
| 总债务越低越好 | $33.8B | $2.3B |
| 股东权益账面价值 | $3.7B | $267.5M |
| 总资产 | $63.2B | $2.7B |
| 负债/权益比越低杠杆越低 | 9.26× | 8.51× |
8季度趋势，按日历期对齐
现金及短期投资AMTAOMR
| Q4 25 | $1.5B | $41.6M | ||
| Q3 25 | $2.0B | $51.6M | ||
| Q2 25 | $2.1B | $40.5M | ||
| Q1 25 | $2.1B | $38.7M | ||
| Q4 24 | $2.0B | $40.8M | ||
| Q3 24 | $2.2B | $42.1M | ||
| Q2 24 | $2.5B | $44.0M | ||
| Q1 24 | $2.4B | $39.4M |
总债务AMTAOMR
| Q4 25 | $33.8B | $2.3B | ||
| Q3 25 | $34.9B | $2.2B | ||
| Q2 25 | $35.2B | — | ||
| Q1 25 | $34.0B | — | ||
| Q4 24 | $32.8B | $1.8B | ||
| Q3 24 | $33.4B | — | ||
| Q2 24 | $35.6B | — | ||
| Q1 24 | $36.2B | — |
股东权益AMTAOMR
| Q4 25 | $3.7B | $267.5M | ||
| Q3 25 | $4.0B | $264.2M | ||
| Q2 25 | $3.7B | $246.4M | ||
| Q1 25 | $3.5B | $251.5M | ||
| Q4 24 | $3.4B | $239.0M | ||
| Q3 24 | $3.6B | $265.1M | ||
| Q2 24 | $3.9B | $255.8M | ||
| Q1 24 | $4.0B | $263.3M |
总资产AMTAOMR
| Q4 25 | $63.2B | $2.7B | ||
| Q3 25 | $63.9B | $2.6B | ||
| Q2 25 | $63.8B | $2.6B | ||
| Q1 25 | $62.1B | $2.7B | ||
| Q4 24 | $61.1B | $2.3B | ||
| Q3 24 | $62.8B | $2.3B | ||
| Q2 24 | $65.8B | $2.1B | ||
| Q1 24 | $66.7B | $2.3B |
负债/权益比AMTAOMR
| Q4 25 | 9.26× | 8.51× | ||
| Q3 25 | 8.82× | 8.37× | ||
| Q2 25 | 9.48× | — | ||
| Q1 25 | 9.63× | — | ||
| Q4 24 | 9.70× | 7.62× | ||
| Q3 24 | 9.16× | — | ||
| Q2 24 | 9.24× | — | ||
| Q1 24 | 8.94× | — |
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 | $1.4B | $-52.5M |
| 自由现金流经营现金流 - 资本支出 | $848.3M | — |
| 自由现金流率自由现金流/营收 | 385.9% | — |
| 资本支出强度资本支出/营收 | 263.5% | — |
| 现金转化率经营现金流/净利润 | 1.71× | -4.64× |
| 过去12个月自由现金流最近4个季度 | $3.8B | — |
8季度趋势，按日历期对齐
经营现金流AMTAOMR
| Q4 25 | $1.4B | $-52.5M | ||
| Q3 25 | $1.5B | $-173.4M | ||
| Q2 25 | $1.3B | $20.6M | ||
| Q1 25 | $1.3B | $-201.7M | ||
| Q4 24 | $1.2B | $-25.1M | ||
| Q3 24 | $1.5B | $-212.4M | ||
| Q2 24 | $1.3B | $-24.2M | ||
| Q1 24 | $1.3B | $40.2M |
自由现金流AMTAOMR
| Q4 25 | $848.3M | — | ||
| Q3 25 | $994.5M | — | ||
| Q2 25 | $976.9M | — | ||
| Q1 25 | $963.9M | — | ||
| Q4 24 | $755.6M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $886.9M | — |
自由现金流率AMTAOMR
| Q4 25 | 385.9% | — | ||
| Q3 25 | 403.6% | — | ||
| Q2 25 | 400.9% | — | ||
| Q1 25 | 426.5% | — | ||
| Q4 24 | 359.1% | — | ||
| Q3 24 | 548.7% | — | ||
| Q2 24 | 510.2% | — | ||
| Q1 24 | 506.2% | — |
资本支出强度AMTAOMR
| Q4 25 | 263.5% | — | ||
| Q3 25 | 188.9% | — | ||
| Q2 25 | 125.0% | — | ||
| Q1 25 | 146.5% | — | ||
| Q4 24 | 210.7% | — | ||
| Q3 24 | 223.1% | — | ||
| Q2 24 | 163.7% | — | ||
| Q1 24 | 226.4% | — |
现金转化率AMTAOMR
| Q4 25 | 1.71× | -4.64× | ||
| Q3 25 | 1.60× | -15.19× | ||
| Q2 25 | 3.37× | 26.92× | ||
| Q1 25 | 2.60× | -9.83× | ||
| Q4 24 | 0.97× | — | ||
| Q3 24 | — | -6.81× | ||
| Q2 24 | 1.47× | — | ||
| Q1 24 | 1.39× | 3.12× |
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
AMT
| Other | $82.9M | 38% |
| Non Lease Property Revenue | $72.5M | 33% |
| Services Revenue | $64.4M | 29% |
AOMR
暂无分部数据
