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美国铁塔（AMT）与Compass, Inc.（COMP）财务数据对比。点击上方公司名可切换其他公司
Compass, Inc.的季度营收约是美国铁塔的7.7倍（$1.7B vs $219.8M）。美国铁塔净利率更高（380.7% vs -2.5%，领先383.2%）。Compass, Inc.同比增速更快（23.1% vs 4.5%）。美国铁塔自由现金流更多（$848.3M vs $42.2M）。过去两年Compass, Inc.的营收复合增速更高（27.0% 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。
Compass, Inc.是美国主营住宅房产经纪业务的企业，其平台旗下有约3.3万名经纪人，大多为独立合同工，运营Compass、21世纪不动产、科威国际不动产、苏富比国际地产、佳士得国际地产等多个知名房产经纪品牌。
AMT vs COMP — 直观对比
营收规模更大
COMP
是对方的7.7倍
$219.8M
营收增速更快
COMP
高出18.7%
4.5%
净利率更高
AMT
高出383.2%
-2.5%
自由现金流更多
AMT
多$806.1M
$42.2M
两年增速更快
COMP
近两年复合增速
12.0%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $219.8M | $1.7B |
| 净利润 | $836.8M | $-42.6M |
| 毛利率 | — | — |
| 营业利润率 | — | -2.5% |
| 净利率 | 380.7% | -2.5% |
| 营收同比 | 4.5% | 23.1% |
| 净利润同比 | -32.0% | -5.2% |
| 每股收益（稀释后） | $1.76 | $-0.07 |
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AMTCOMP
| Q4 25 | $219.8M | $1.7B | ||
| Q3 25 | $246.4M | $1.8B | ||
| Q2 25 | $243.7M | $2.1B | ||
| Q1 25 | $226.0M | $1.4B | ||
| Q4 24 | $210.4M | $1.4B | ||
| Q3 24 | $190.4M | $1.5B | ||
| Q2 24 | $198.6M | $1.7B | ||
| Q1 24 | $175.2M | $1.1B |
净利润AMTCOMP
| Q4 25 | $836.8M | $-42.6M | ||
| Q3 25 | $912.6M | $-4.6M | ||
| Q2 25 | $380.5M | $39.4M | ||
| Q1 25 | $498.6M | $-50.7M | ||
| Q4 24 | $1.2B | $-40.5M | ||
| Q3 24 | $-780.4M | $-1.7M | ||
| Q2 24 | $908.4M | $20.7M | ||
| Q1 24 | $921.7M | $-132.9M |
营业利润率AMTCOMP
| Q4 25 | — | -2.5% | ||
| Q3 25 | — | -0.4% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | -4.0% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | — | -0.2% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | -12.5% |
净利率AMTCOMP
| Q4 25 | 380.7% | -2.5% | ||
| Q3 25 | 370.4% | -0.2% | ||
| Q2 25 | 156.1% | 1.9% | ||
| Q1 25 | 220.6% | -3.7% | ||
| Q4 24 | 584.8% | -2.9% | ||
| Q3 24 | -409.9% | -0.1% | ||
| Q2 24 | 457.4% | 1.2% | ||
| Q1 24 | 526.1% | -12.6% |
每股收益（稀释后）AMTCOMP
| Q4 25 | $1.76 | $-0.07 | ||
| Q3 25 | $1.82 | $-0.01 | ||
| Q2 25 | $0.78 | $0.07 | ||
| Q1 25 | $1.04 | $-0.09 | ||
| Q4 24 | $2.63 | $-0.08 | ||
| Q3 24 | $-1.69 | $0.00 | ||
| Q2 24 | $1.92 | $0.04 | ||
| Q1 24 | $1.96 | $-0.27 |
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 | $199.0M |
| 总债务越低越好 | $33.8B | — |
| 股东权益账面价值 | $3.7B | $782.0M |
| 总资产 | $63.2B | $1.5B |
| 负债/权益比越低杠杆越低 | 9.26× | — |
8季度趋势，按日历期对齐
现金及短期投资AMTCOMP
| Q4 25 | $1.5B | $199.0M | ||
| Q3 25 | $2.0B | $170.3M | ||
| Q2 25 | $2.1B | $177.3M | ||
| Q1 25 | $2.1B | $127.0M | ||
| Q4 24 | $2.0B | $223.8M | ||
| Q3 24 | $2.2B | $211.2M | ||
| Q2 24 | $2.5B | $185.8M | ||
| Q1 24 | $2.4B | $165.9M |
总债务AMTCOMP
| Q4 25 | $33.8B | — | ||
| Q3 25 | $34.9B | — | ||
| Q2 25 | $35.2B | — | ||
| Q1 25 | $34.0B | — | ||
| Q4 24 | $32.8B | — | ||
| Q3 24 | $33.4B | — | ||
| Q2 24 | $35.6B | — | ||
| Q1 24 | $36.2B | — |
股东权益AMTCOMP
| Q4 25 | $3.7B | $782.0M | ||
| Q3 25 | $4.0B | $773.3M | ||
| Q2 25 | $3.7B | $719.9M | ||
| Q1 25 | $3.5B | $635.0M | ||
| Q4 24 | $3.4B | $409.4M | ||
| Q3 24 | $3.6B | $428.0M | ||
| Q2 24 | $3.9B | $398.4M | ||
| Q1 24 | $4.0B | $330.3M |
总资产AMTCOMP
| Q4 25 | $63.2B | $1.5B | ||
| Q3 25 | $63.9B | $1.6B | ||
| Q2 25 | $63.8B | $1.6B | ||
| Q1 25 | $62.1B | $1.5B | ||
| Q4 24 | $61.1B | $1.2B | ||
| Q3 24 | $62.8B | $1.2B | ||
| Q2 24 | $65.8B | $1.2B | ||
| Q1 24 | $66.7B | $1.1B |
负债/权益比AMTCOMP
| Q4 25 | 9.26× | — | ||
| Q3 25 | 8.82× | — | ||
| Q2 25 | 9.48× | — | ||
| Q1 25 | 9.63× | — | ||
| Q4 24 | 9.70× | — | ||
| 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 | $45.3M |
| 自由现金流经营现金流 - 资本支出 | $848.3M | $42.2M |
| 自由现金流率自由现金流/营收 | 385.9% | 2.5% |
| 资本支出强度资本支出/营收 | 263.5% | 0.2% |
| 现金转化率经营现金流/净利润 | 1.71× | — |
| 过去12个月自由现金流最近4个季度 | $3.8B | $203.3M |
8季度趋势，按日历期对齐
经营现金流AMTCOMP
| Q4 25 | $1.4B | $45.3M | ||
| Q3 25 | $1.5B | $75.5M | ||
| Q2 25 | $1.3B | $72.8M | ||
| Q1 25 | $1.3B | $23.1M | ||
| Q4 24 | $1.2B | $30.5M | ||
| Q3 24 | $1.5B | $37.4M | ||
| Q2 24 | $1.3B | $45.0M | ||
| Q1 24 | $1.3B | $8.6M |
自由现金流AMTCOMP
| Q4 25 | $848.3M | $42.2M | ||
| Q3 25 | $994.5M | $73.6M | ||
| Q2 25 | $976.9M | $68.0M | ||
| Q1 25 | $963.9M | $19.5M | ||
| Q4 24 | $755.6M | $26.7M | ||
| Q3 24 | $1.0B | $32.8M | ||
| Q2 24 | $1.0B | $40.4M | ||
| Q1 24 | $886.9M | $5.9M |
自由现金流率AMTCOMP
| Q4 25 | 385.9% | 2.5% | ||
| Q3 25 | 403.6% | 4.0% | ||
| Q2 25 | 400.9% | 3.3% | ||
| Q1 25 | 426.5% | 1.4% | ||
| Q4 24 | 359.1% | 1.9% | ||
| Q3 24 | 548.7% | 2.2% | ||
| Q2 24 | 510.2% | 2.4% | ||
| Q1 24 | 506.2% | 0.6% |
资本支出强度AMTCOMP
| Q4 25 | 263.5% | 0.2% | ||
| Q3 25 | 188.9% | 0.1% | ||
| Q2 25 | 125.0% | 0.2% | ||
| Q1 25 | 146.5% | 0.3% | ||
| Q4 24 | 210.7% | 0.3% | ||
| Q3 24 | 223.1% | 0.3% | ||
| Q2 24 | 163.7% | 0.3% | ||
| Q1 24 | 226.4% | 0.3% |
现金转化率AMTCOMP
| Q4 25 | 1.71× | — | ||
| Q3 25 | 1.60× | — | ||
| Q2 25 | 3.37× | 1.85× | ||
| Q1 25 | 2.60× | — | ||
| Q4 24 | 0.97× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.47× | 2.17× | ||
| Q1 24 | 1.39× | — |
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% |
COMP
暂无分部数据
