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美国铁塔（AMT）与OLIN Corp（OLN）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OLIN Corp的1.6倍（$2.7B vs $1.7B），美国铁塔净利率更高（110.1% vs -8.6%，领先118.7%），美国铁塔同比增速更快（6.8% vs -0.4%），过去两年美国铁塔的营收复合增速更高（3.7% vs 0.9%）
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。
奥林公司是美国知名制造企业，主营弹药、氯气及氢氧化钠产品。其历史可追溯至1892年成立的两家企业：富兰克林·W·奥林创立的公平火药公司，以及马西森碱业公司。过往奥林旗下化工厂曾发生安全事故，对员工及周边居民健康造成风险。
AMT vs OLN — 直观对比
营收规模更大
AMT
是对方的1.6倍
$1.7B
营收增速更快
AMT
高出7.2%
-0.4%
净利率更高
AMT
高出118.7%
-8.6%
两年增速更快
AMT
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $1.7B |
| 净利润 | $3.0B | $-143.2M |
| 毛利率 | — | 1.9% |
| 营业利润率 | 0.0% | -9.4% |
| 净利率 | 110.1% | -8.6% |
| 营收同比 | 6.8% | -0.4% |
| 净利润同比 | -2.6% | -1517.8% |
| 每股收益（稀释后） | — | $-1.25 |
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AMTOLN
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $1.7B | ||
| Q3 25 | $2.7B | $1.7B | ||
| Q2 25 | $2.6B | $1.8B | ||
| Q1 25 | $2.6B | $1.6B | ||
| Q4 24 | $2.5B | $1.7B | ||
| Q3 24 | $2.5B | $1.6B | ||
| Q2 24 | $2.5B | $1.6B |
净利润AMTOLN
| Q1 26 | $3.0B | — | ||
| Q4 25 | $836.8M | $-143.2M | ||
| Q3 25 | $912.6M | $43.7M | ||
| Q2 25 | $380.5M | $-2.8M | ||
| Q1 25 | $498.6M | $1.2M | ||
| Q4 24 | $1.2B | $10.1M | ||
| Q3 24 | $-780.4M | $-25.2M | ||
| Q2 24 | $908.4M | $72.3M |
毛利率AMTOLN
| Q1 26 | — | — | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | — | 7.9% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | — | 8.5% | ||
| Q2 24 | — | 14.5% |
营业利润率AMTOLN
| Q1 26 | 0.0% | — | ||
| Q4 25 | 42.4% | -9.4% | ||
| Q3 25 | 45.4% | 4.8% | ||
| Q2 25 | 45.6% | 2.0% | ||
| Q1 25 | 48.9% | 2.7% | ||
| Q4 24 | 42.4% | 2.8% | ||
| Q3 24 | 45.2% | 1.0% | ||
| Q2 24 | 45.4% | 8.3% |
净利率AMTOLN
| Q1 26 | 110.1% | — | ||
| Q4 25 | 30.6% | -8.6% | ||
| Q3 25 | 33.6% | 2.6% | ||
| Q2 25 | 14.5% | -0.2% | ||
| Q1 25 | 19.5% | 0.1% | ||
| Q4 24 | 48.3% | 0.6% | ||
| Q3 24 | -30.9% | -1.6% | ||
| Q2 24 | 35.7% | 4.4% |
每股收益（稀释后）AMTOLN
| Q1 26 | — | — | ||
| Q4 25 | $1.76 | $-1.25 | ||
| Q3 25 | $1.82 | $0.37 | ||
| Q2 25 | $0.78 | $-0.01 | ||
| Q1 25 | $1.04 | $0.01 | ||
| Q4 24 | $2.63 | $0.10 | ||
| Q3 24 | $-1.69 | $-0.21 | ||
| Q2 24 | $1.92 | $0.62 |
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 | $167.6M |
| 总债务越低越好 | — | $2.8B |
| 股东权益账面价值 | $10.2B | $1.8B |
| 总资产 | — | $7.3B |
| 负债/权益比越低杠杆越低 | — | 1.55× |
8季度趋势，按日历期对齐
现金及短期投资AMTOLN
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | $167.6M | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.0B | $175.6M | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.2B | — |
总债务AMTOLN
| Q1 26 | — | — | ||
| Q4 25 | $33.8B | $2.8B | ||
| Q3 25 | $34.9B | $3.0B | ||
| Q2 25 | $35.2B | $3.0B | ||
| Q1 25 | $34.0B | $3.0B | ||
| Q4 24 | $32.8B | $2.7B | ||
| Q3 24 | $33.4B | $2.8B | ||
| Q2 24 | $35.6B | $2.8B |
股东权益AMTOLN
| Q1 26 | $10.2B | — | ||
| Q4 25 | $3.7B | $1.8B | ||
| Q3 25 | $4.0B | $2.0B | ||
| Q2 25 | $3.7B | $2.0B | ||
| Q1 25 | $3.5B | $2.0B | ||
| Q4 24 | $3.4B | $2.0B | ||
| Q3 24 | $3.6B | $2.1B | ||
| Q2 24 | $3.9B | $2.1B |
总资产AMTOLN
| Q1 26 | — | — | ||
| Q4 25 | $63.2B | $7.3B | ||
| Q3 25 | $63.9B | $7.6B | ||
| Q2 25 | $63.8B | $7.7B | ||
| Q1 25 | $62.1B | $7.7B | ||
| Q4 24 | $61.1B | $7.6B | ||
| Q3 24 | $62.8B | $7.5B | ||
| Q2 24 | $65.8B | $7.7B |
负债/权益比AMTOLN
| Q1 26 | — | — | ||
| Q4 25 | 9.26× | 1.55× | ||
| Q3 25 | 8.82× | 1.52× | ||
| Q2 25 | 9.48× | 1.52× | ||
| Q1 25 | 9.63× | 1.50× | ||
| Q4 24 | 9.70× | 1.34× | ||
| Q3 24 | 9.16× | 1.34× | ||
| Q2 24 | 9.24× | 1.31× |
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 | — | $321.2M |
| 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 | — | — |
| 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AMTOLN
| Q1 26 | — | — | ||
| Q4 25 | $5.5B | $321.2M | ||
| Q3 25 | $1.5B | $26.7M | ||
| Q2 25 | $1.3B | $212.3M | ||
| Q1 25 | $1.3B | $-86.0M | ||
| Q4 24 | $5.3B | $141.7M | ||
| Q3 24 | $1.5B | $189.9M | ||
| Q2 24 | $1.3B | $90.6M |
自由现金流AMTOLN
| Q1 26 | $941.0M | — | ||
| Q4 25 | $3.8B | — | ||
| Q3 25 | $994.5M | $-44.4M | ||
| Q2 25 | $976.9M | — | ||
| Q1 25 | $963.9M | $-147.4M | ||
| Q4 24 | $3.7B | $90.7M | ||
| Q3 24 | $1.0B | $146.6M | ||
| Q2 24 | $1.0B | $34.1M |
自由现金流率AMTOLN
| Q1 26 | 34.4% | — | ||
| Q4 25 | 138.2% | — | ||
| Q3 25 | 36.6% | -2.6% | ||
| Q2 25 | 37.2% | — | ||
| Q1 25 | 37.6% | -9.0% | ||
| Q4 24 | 145.3% | 5.4% | ||
| Q3 24 | 41.4% | 9.2% | ||
| Q2 24 | 39.8% | 2.1% |
资本支出强度AMTOLN
| Q1 26 | 16.8% | — | ||
| Q4 25 | 61.4% | — | ||
| Q3 25 | 17.1% | 4.2% | ||
| Q2 25 | 11.6% | — | ||
| Q1 25 | 12.9% | 3.7% | ||
| Q4 24 | 62.4% | 3.1% | ||
| Q3 24 | 16.8% | 2.7% | ||
| Q2 24 | 12.8% | 3.4% |
现金转化率AMTOLN
| Q1 26 | — | — | ||
| Q4 25 | 6.53× | — | ||
| Q3 25 | 1.60× | 0.61× | ||
| Q2 25 | 3.37× | — | ||
| Q1 25 | 2.60× | -71.67× | ||
| Q4 24 | 4.30× | 14.03× | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.47× | 1.25× |
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
OLN
| Chlorinechlorinederivativesandothercoproducts | $456.2M | 27% |
| Causticsoda | $400.2M | 24% |
| Militaryandlawenforcement | $304.6M | 18% |
| Epoxyresins | $194.9M | 12% |
| Aromaticsandallylics | $164.4M | 10% |
| Commercial | $144.8M | 9% |
