vs
美国铁塔（AMT）与MAYS J W INC（MAYS）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MAYS J W INC的41.9倍（$219.8M vs $5.3M）。美国铁塔净利率更高（380.7% vs -6.4%，领先387.1%）。美国铁塔同比增速更快（4.5% vs -5.2%）。美国铁塔自由现金流更多（$848.3M vs $1.5M）。过去两年美国铁塔的营收复合增速更高（12.0% vs -1.5%）
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。
J.W. Mays Inc.是一家总部位于美国纽约布鲁克林的房地产企业。1927年至1988年期间，该公司曾在纽约市周边区域运营名为Mays的折扣百货连锁，门店覆盖纽约市五个行政区中的三个，以及长岛和帕特南县，1970年代初业务巅峰时期，9家门店共拥有5000名员工。
AMT vs MAYS — 直观对比
营收规模更大
AMT
是对方的41.9倍
$5.3M
营收增速更快
AMT
高出9.7%
-5.2%
净利率更高
AMT
高出387.1%
-6.4%
自由现金流更多
AMT
多$846.8M
$1.5M
两年增速更快
AMT
近两年复合增速
-1.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $219.8M | $5.3M |
| 净利润 | $836.8M | $-334.0K |
| 毛利率 | — | — |
| 营业利润率 | — | -9.3% |
| 净利率 | 380.7% | -6.4% |
| 营收同比 | 4.5% | -5.2% |
| 净利润同比 | -32.0% | -1353.1% |
| 每股收益（稀释后） | $1.76 | $-0.17 |
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AMTMAYS
| Q4 25 | $219.8M | $5.3M | ||
| Q3 25 | $246.4M | $5.7M | ||
| Q2 25 | $243.7M | $5.6M | ||
| Q1 25 | $226.0M | $5.6M | ||
| Q4 24 | $210.4M | $5.5M | ||
| Q3 24 | $190.4M | $5.5M | ||
| Q2 24 | $198.6M | $5.4M | ||
| Q1 24 | $175.2M | $5.4M |
净利润AMTMAYS
| Q4 25 | $836.8M | $-334.0K | ||
| Q3 25 | $912.6M | $-92.0K | ||
| Q2 25 | $380.5M | $86.8K | ||
| Q1 25 | $498.6M | $-157.7K | ||
| Q4 24 | $1.2B | $26.7K | ||
| Q3 24 | $-780.4M | $-31.1K | ||
| Q2 24 | $908.4M | $-84.9K | ||
| Q1 24 | $921.7M | $-98.1K |
营业利润率AMTMAYS
| Q4 25 | — | -9.3% | ||
| Q3 25 | — | -2.4% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | -3.2% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | -1.5% | ||
| Q2 24 | — | -2.9% | ||
| Q1 24 | — | -6.1% |
净利率AMTMAYS
| Q4 25 | 380.7% | -6.4% | ||
| Q3 25 | 370.4% | -1.6% | ||
| Q2 25 | 156.1% | 1.5% | ||
| Q1 25 | 220.6% | -2.8% | ||
| Q4 24 | 584.8% | 0.5% | ||
| Q3 24 | -409.9% | -0.6% | ||
| Q2 24 | 457.4% | -1.6% | ||
| Q1 24 | 526.1% | -1.8% |
每股收益（稀释后）AMTMAYS
| Q4 25 | $1.76 | $-0.17 | ||
| Q3 25 | $1.82 | $-0.04 | ||
| Q2 25 | $0.78 | $0.04 | ||
| Q1 25 | $1.04 | $-0.08 | ||
| Q4 24 | $2.63 | $0.01 | ||
| Q3 24 | $-1.69 | $-0.02 | ||
| Q2 24 | $1.92 | $-0.04 | ||
| Q1 24 | $1.96 | $-0.04 |
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 | $2.2M |
| 总债务越低越好 | $33.8B | $3.2M |
| 股东权益账面价值 | $3.7B | $52.4M |
| 总资产 | $63.2B | $88.7M |
| 负债/权益比越低杠杆越低 | 9.26× | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资AMTMAYS
| Q4 25 | $1.5B | $2.2M | ||
| Q3 25 | $2.0B | $748.6K | ||
| Q2 25 | $2.1B | $2.3M | ||
| Q1 25 | $2.1B | $1.5M | ||
| Q4 24 | $2.0B | $2.3M | ||
| Q3 24 | $2.2B | $1.2M | ||
| Q2 24 | $2.5B | $1.2M | ||
| Q1 24 | $2.4B | $691.5K |
总债务AMTMAYS
| Q4 25 | $33.8B | $3.2M | ||
| Q3 25 | $34.9B | $3.2M | ||
| Q2 25 | $35.2B | $3.3M | ||
| Q1 25 | $34.0B | $3.3M | ||
| Q4 24 | $32.8B | $3.5M | ||
| Q3 24 | $33.4B | $3.9M | ||
| Q2 24 | $35.6B | — | ||
| Q1 24 | $36.2B | — |
股东权益AMTMAYS
| Q4 25 | $3.7B | $52.4M | ||
| Q3 25 | $4.0B | $52.8M | ||
| Q2 25 | $3.7B | $52.9M | ||
| Q1 25 | $3.5B | $52.8M | ||
| Q4 24 | $3.4B | $52.9M | ||
| Q3 24 | $3.6B | $52.9M | ||
| Q2 24 | $3.9B | $52.9M | ||
| Q1 24 | $4.0B | $53.0M |
总资产AMTMAYS
| Q4 25 | $63.2B | $88.7M | ||
| Q3 25 | $63.9B | $88.0M | ||
| Q2 25 | $63.8B | $87.9M | ||
| Q1 25 | $62.1B | $88.3M | ||
| Q4 24 | $61.1B | $88.5M | ||
| Q3 24 | $62.8B | $89.5M | ||
| Q2 24 | $65.8B | $90.4M | ||
| Q1 24 | $66.7B | $90.6M |
负债/权益比AMTMAYS
| Q4 25 | 9.26× | 0.06× | ||
| Q3 25 | 8.82× | 0.06× | ||
| Q2 25 | 9.48× | 0.06× | ||
| Q1 25 | 9.63× | 0.06× | ||
| Q4 24 | 9.70× | 0.07× | ||
| Q3 24 | 9.16× | 0.07× | ||
| 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 | $1.9M |
| 自由现金流经营现金流 - 资本支出 | $848.3M | $1.5M |
| 自由现金流率自由现金流/营收 | 385.9% | 28.8% |
| 资本支出强度资本支出/营收 | 263.5% | 7.8% |
| 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 | $296.7K |
8季度趋势，按日历期对齐
经营现金流AMTMAYS
| Q4 25 | $1.4B | $1.9M | ||
| Q3 25 | $1.5B | $-827.2K | ||
| Q2 25 | $1.3B | $1.9M | ||
| Q1 25 | $1.3B | $-383.4K | ||
| Q4 24 | $1.2B | $1.8M | ||
| Q3 24 | $1.5B | $-1.4M | ||
| Q2 24 | $1.3B | $2.0M | ||
| Q1 24 | $1.3B | $-868.9K |
自由现金流AMTMAYS
| Q4 25 | $848.3M | $1.5M | ||
| Q3 25 | $994.5M | $-1.5M | ||
| Q2 25 | $976.9M | $868.4K | ||
| Q1 25 | $963.9M | $-586.2K | ||
| Q4 24 | $755.6M | $1.3M | ||
| Q3 24 | $1.0B | $-1.8M | ||
| Q2 24 | $1.0B | $789.9K | ||
| Q1 24 | $886.9M | $-1.4M |
自由现金流率AMTMAYS
| Q4 25 | 385.9% | 28.8% | ||
| Q3 25 | 403.6% | -26.5% | ||
| Q2 25 | 400.9% | 15.4% | ||
| Q1 25 | 426.5% | -10.4% | ||
| Q4 24 | 359.1% | 24.2% | ||
| Q3 24 | 548.7% | -33.5% | ||
| Q2 24 | 510.2% | 14.7% | ||
| Q1 24 | 506.2% | -26.7% |
资本支出强度AMTMAYS
| Q4 25 | 263.5% | 7.8% | ||
| Q3 25 | 188.9% | 11.8% | ||
| Q2 25 | 125.0% | 18.8% | ||
| Q1 25 | 146.5% | 3.6% | ||
| Q4 24 | 210.7% | 8.3% | ||
| Q3 24 | 223.1% | 7.7% | ||
| Q2 24 | 163.7% | 21.9% | ||
| Q1 24 | 226.4% | 10.6% |
现金转化率AMTMAYS
| Q4 25 | 1.71× | — | ||
| Q3 25 | 1.60× | — | ||
| Q2 25 | 3.37× | 22.22× | ||
| Q1 25 | 2.60× | — | ||
| Q4 24 | 0.97× | 67.62× | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.47× | — | ||
| 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% |
MAYS
暂无分部数据
