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美国铁塔（AMT）与GENWORTH FINANCIAL INC（GNW）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GENWORTH FINANCIAL INC的1.5倍（$2.7B vs $1.8B），美国铁塔净利率更高（110.1% vs 0.1%，领先110.0%），美国铁塔同比增速更快（6.8% vs 0.1%），过去两年美国铁塔的营收复合增速更高（3.7% vs -2.2%）
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。
Genworth Financial是总部位于美国弗吉尼亚州里士满的金融服务企业，核心业务涵盖人寿保险、长期护理保险、按揭保险以及年金产品，为客户提供多元风险管理与财富保障解决方案。
AMT vs GNW — 直观对比
营收规模更大
AMT
是对方的1.5倍
$1.8B
营收增速更快
AMT
高出6.7%
0.1%
净利率更高
AMT
高出110.0%
0.1%
两年增速更快
AMT
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $1.8B |
| 净利润 | $3.0B | $2.0M |
| 毛利率 | — | — |
| 营业利润率 | 0.0% | 1.0% |
| 净利率 | 110.1% | 0.1% |
| 营收同比 | 6.8% | 0.1% |
| 净利润同比 | -2.6% | 300.0% |
| 每股收益（稀释后） | — | $0.01 |
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AMTGNW
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $1.8B | ||
| Q3 25 | $2.7B | $1.9B | ||
| Q2 25 | $2.6B | $1.8B | ||
| Q1 25 | $2.6B | $1.8B | ||
| Q4 24 | $2.5B | $1.8B | ||
| Q3 24 | $2.5B | $1.9B | ||
| Q2 24 | $2.5B | $1.8B |
净利润AMTGNW
| Q1 26 | $3.0B | — | ||
| Q4 25 | $836.8M | $2.0M | ||
| Q3 25 | $912.6M | $116.0M | ||
| Q2 25 | $380.5M | $51.0M | ||
| Q1 25 | $498.6M | $54.0M | ||
| Q4 24 | $1.2B | $-1.0M | ||
| Q3 24 | $-780.4M | $85.0M | ||
| Q2 24 | $908.4M | $76.0M |
营业利润率AMTGNW
| Q1 26 | 0.0% | — | ||
| Q4 25 | 42.4% | 1.0% | ||
| Q3 25 | 45.4% | 8.5% | ||
| Q2 25 | 45.6% | 3.8% | ||
| Q1 25 | 48.9% | 2.9% | ||
| Q4 24 | 42.4% | 3.1% | ||
| Q3 24 | 45.2% | 2.6% | ||
| Q2 24 | 45.4% | 7.1% |
净利率AMTGNW
| Q1 26 | 110.1% | — | ||
| Q4 25 | 30.6% | 0.1% | ||
| Q3 25 | 33.6% | 6.0% | ||
| Q2 25 | 14.5% | 2.8% | ||
| Q1 25 | 19.5% | 3.0% | ||
| Q4 24 | 48.3% | -0.1% | ||
| Q3 24 | -30.9% | 4.5% | ||
| Q2 24 | 35.7% | 4.3% |
每股收益（稀释后）AMTGNW
| Q1 26 | — | — | ||
| Q4 25 | $1.76 | $0.01 | ||
| Q3 25 | $1.82 | $0.28 | ||
| Q2 25 | $0.78 | $0.12 | ||
| Q1 25 | $1.04 | $0.13 | ||
| Q4 24 | $2.63 | $0.01 | ||
| Q3 24 | $-1.69 | $0.19 | ||
| Q2 24 | $1.92 | $0.17 |
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 | $1.6B | — |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $10.2B | $8.8B |
| 总资产 | — | $88.1B |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资AMTGNW
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.2B | — |
总债务AMTGNW
| Q1 26 | — | — | ||
| Q4 25 | $33.8B | $1.5B | ||
| Q3 25 | $34.9B | $1.5B | ||
| Q2 25 | $35.2B | $1.5B | ||
| Q1 25 | $34.0B | $1.5B | ||
| Q4 24 | $32.8B | $1.5B | ||
| Q3 24 | $33.4B | $1.5B | ||
| Q2 24 | $35.6B | $1.6B |
股东权益AMTGNW
| Q1 26 | $10.2B | — | ||
| Q4 25 | $3.7B | $8.8B | ||
| Q3 25 | $4.0B | $8.8B | ||
| Q2 25 | $3.7B | $8.8B | ||
| Q1 25 | $3.5B | $8.7B | ||
| Q4 24 | $3.4B | $8.5B | ||
| Q3 24 | $3.6B | $8.3B | ||
| Q2 24 | $3.9B | $8.5B |
总资产AMTGNW
| Q1 26 | — | — | ||
| Q4 25 | $63.2B | $88.1B | ||
| Q3 25 | $63.9B | $88.5B | ||
| Q2 25 | $63.8B | $87.3B | ||
| Q1 25 | $62.1B | $87.3B | ||
| Q4 24 | $61.1B | $86.9B | ||
| Q3 24 | $62.8B | $90.8B | ||
| Q2 24 | $65.8B | $87.5B |
负债/权益比AMTGNW
| Q1 26 | — | — | ||
| Q4 25 | 9.26× | 0.17× | ||
| Q3 25 | 8.82× | 0.17× | ||
| Q2 25 | 9.48× | 0.17× | ||
| Q1 25 | 9.63× | 0.17× | ||
| Q4 24 | 9.70× | 0.18× | ||
| Q3 24 | 9.16× | 0.19× | ||
| Q2 24 | 9.24× | 0.18× |
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 | — | $200.0M |
| 自由现金流经营现金流 - 资本支出 | $941.0M | — |
| 自由现金流率自由现金流/营收 | 34.4% | — |
| 资本支出强度资本支出/营收 | 16.8% | — |
| 现金转化率经营现金流/净利润 | — | 100.00× |
| 过去12个月自由现金流最近4个季度 | $6.7B | — |
8季度趋势，按日历期对齐
经营现金流AMTGNW
| Q1 26 | — | — | ||
| Q4 25 | $5.5B | $200.0M | ||
| Q3 25 | $1.5B | $87.0M | ||
| Q2 25 | $1.3B | $6.0M | ||
| Q1 25 | $1.3B | $34.0M | ||
| Q4 24 | $5.3B | $27.0M | ||
| Q3 24 | $1.5B | $161.0M | ||
| Q2 24 | $1.3B | $7.0M |
自由现金流AMTGNW
| Q1 26 | $941.0M | — | ||
| Q4 25 | $3.8B | — | ||
| Q3 25 | $994.5M | — | ||
| Q2 25 | $976.9M | — | ||
| Q1 25 | $963.9M | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
自由现金流率AMTGNW
| Q1 26 | 34.4% | — | ||
| Q4 25 | 138.2% | — | ||
| Q3 25 | 36.6% | — | ||
| Q2 25 | 37.2% | — | ||
| Q1 25 | 37.6% | — | ||
| Q4 24 | 145.3% | — | ||
| Q3 24 | 41.4% | — | ||
| Q2 24 | 39.8% | — |
资本支出强度AMTGNW
| Q1 26 | 16.8% | — | ||
| Q4 25 | 61.4% | — | ||
| Q3 25 | 17.1% | — | ||
| Q2 25 | 11.6% | — | ||
| Q1 25 | 12.9% | — | ||
| Q4 24 | 62.4% | — | ||
| Q3 24 | 16.8% | — | ||
| Q2 24 | 12.8% | — |
现金转化率AMTGNW
| Q1 26 | — | — | ||
| Q4 25 | 6.53× | 100.00× | ||
| Q3 25 | 1.60× | 0.75× | ||
| Q2 25 | 3.37× | 0.12× | ||
| Q1 25 | 2.60× | 0.63× | ||
| Q4 24 | 4.30× | — | ||
| Q3 24 | — | 1.89× | ||
| Q2 24 | 1.47× | 0.09× |
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
暂无分部数据
GNW
| Enact Segment | $1.3B | 70% |
| Other | $386.0M | 22% |
| Annuities | $106.0M | 6% |
| Utilities | $20.0M | 1% |
| Consumer Cyclical | $17.0M | 1% |
| Energy | $4.0M | 0% |
