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美国铁塔(AMT)与Sprouts Farmers Market, Inc.(SFM)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Sprouts Farmers Market, Inc.的1.3倍($2.7B vs $2.1B),美国铁塔净利率更高(110.1% vs 4.2%,领先105.9%),美国铁塔同比增速更快(6.8% vs -72.2%),过去两年Sprouts Farmers Market, Inc.的营收复合增速更高(6.5% vs 3.7%)
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。
Sprouts Farmers Market是总部位于美国亚利桑那州凤凰城的连锁超市品牌,主营天然有机食品,涵盖新鲜果蔬、散装食品、包装杂货、肉禽海鲜、熟食烘焙、乳制品、冷冻食品等品类,同时售有维生素补剂、天然个护及家居用品,目前在全美24个州开设超400家门店,员工约3.5万名。
AMT vs SFM — 直观对比
营收规模更大
AMT
是对方的1.3倍
$2.1B
营收增速更快
AMT
高出79.0%
-72.2%
净利率更高
AMT
高出105.9%
4.2%
两年增速更快
SFM
近两年复合增速
3.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.7B | $2.1B |
| 净利润 | $3.0B | $89.8M |
| 毛利率 | — | 38.0% |
| 营业利润率 | 0.0% | 5.7% |
| 净利率 | 110.1% | 4.2% |
| 营收同比 | 6.8% | -72.2% |
| 净利润同比 | -2.6% | -76.4% |
| 每股收益(稀释后) | — | $0.92 |
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
AMT
SFM
| Q1 26 | $2.7B | $2.1B | ||
| Q4 25 | $2.7B | $2.1B | ||
| Q3 25 | $2.7B | $2.2B | ||
| Q2 25 | $2.6B | $2.2B | ||
| Q1 25 | $2.6B | $2.2B | ||
| Q4 24 | $2.5B | $2.0B | ||
| Q3 24 | $2.5B | $1.9B | ||
| Q2 24 | $2.5B | $1.9B |
净利润
AMT
SFM
| Q1 26 | $3.0B | $89.8M | ||
| Q4 25 | $836.8M | $89.8M | ||
| Q3 25 | $912.6M | $120.1M | ||
| Q2 25 | $380.5M | $133.7M | ||
| Q1 25 | $498.6M | $180.0M | ||
| Q4 24 | $1.2B | $79.6M | ||
| Q3 24 | $-780.4M | $91.6M | ||
| Q2 24 | $908.4M | $95.3M |
毛利率
AMT
SFM
| Q1 26 | — | 38.0% | ||
| Q4 25 | — | 38.0% | ||
| Q3 25 | — | 38.7% | ||
| Q2 25 | — | 38.8% | ||
| Q1 25 | — | 39.6% | ||
| Q4 24 | — | 38.1% | ||
| Q3 24 | — | 38.1% | ||
| Q2 24 | — | 37.9% |
营业利润率
AMT
SFM
| Q1 26 | 0.0% | 5.7% | ||
| Q4 25 | 42.4% | 5.7% | ||
| Q3 25 | 45.4% | 7.2% | ||
| Q2 25 | 45.6% | 8.1% | ||
| Q1 25 | 48.9% | 10.1% | ||
| Q4 24 | 42.4% | 5.3% | ||
| Q3 24 | 45.2% | 6.3% | ||
| Q2 24 | 45.4% | 6.7% |
净利率
AMT
SFM
| Q1 26 | 110.1% | 4.2% | ||
| Q4 25 | 30.6% | 4.2% | ||
| Q3 25 | 33.6% | 5.5% | ||
| Q2 25 | 14.5% | 6.0% | ||
| Q1 25 | 19.5% | 8.0% | ||
| Q4 24 | 48.3% | 4.0% | ||
| Q3 24 | -30.9% | 4.7% | ||
| Q2 24 | 35.7% | 5.0% |
每股收益(稀释后)
AMT
SFM
| Q1 26 | — | $0.92 | ||
| Q4 25 | $1.76 | $0.93 | ||
| Q3 25 | $1.82 | $1.22 | ||
| Q2 25 | $0.78 | $1.35 | ||
| Q1 25 | $1.04 | $1.81 | ||
| Q4 24 | $2.63 | $0.78 | ||
| Q3 24 | $-1.69 | $0.91 | ||
| Q2 24 | $1.92 | $0.94 |
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 | $257.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.2B | $1.4B |
| 总资产 | — | $4.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
AMT
SFM
| Q1 26 | $1.6B | $257.3M | ||
| Q4 25 | $1.5B | $257.3M | ||
| Q3 25 | $2.0B | $322.4M | ||
| Q2 25 | $2.1B | $261.4M | ||
| Q1 25 | $2.1B | $285.7M | ||
| Q4 24 | $2.0B | $265.2M | ||
| Q3 24 | $2.2B | $309.7M | ||
| Q2 24 | $2.2B | $177.3M |
总债务
AMT
SFM
| Q1 26 | — | — | ||
| 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 | — |
股东权益
AMT
SFM
| Q1 26 | $10.2B | $1.4B | ||
| Q4 25 | $3.7B | $1.4B | ||
| Q3 25 | $4.0B | $1.4B | ||
| Q2 25 | $3.7B | $1.4B | ||
| Q1 25 | $3.5B | $1.3B | ||
| Q4 24 | $3.4B | $1.3B | ||
| Q3 24 | $3.6B | $1.3B | ||
| Q2 24 | $3.9B | $1.3B |
总资产
AMT
SFM
| Q1 26 | — | $4.2B | ||
| Q4 25 | $63.2B | $4.2B | ||
| Q3 25 | $63.9B | $4.0B | ||
| Q2 25 | $63.8B | $3.8B | ||
| Q1 25 | $62.1B | $3.7B | ||
| Q4 24 | $61.1B | $3.6B | ||
| Q3 24 | $62.8B | $3.6B | ||
| Q2 24 | $65.8B | $3.4B |
负债/权益比
AMT
SFM
| Q1 26 | — | — | ||
| 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× | — |
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 | — | — |
| 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
AMT
SFM
| Q1 26 | — | — | ||
| Q4 25 | $5.5B | $138.5M | ||
| Q3 25 | $1.5B | $167.1M | ||
| Q2 25 | $1.3B | $111.2M | ||
| Q1 25 | $1.3B | $299.1M | ||
| Q4 24 | $5.3B | $124.9M | ||
| Q3 24 | $1.5B | $209.1M | ||
| Q2 24 | $1.3B | $91.6M |
自由现金流
AMT
SFM
| Q1 26 | $941.0M | — | ||
| Q4 25 | $3.8B | $66.3M | ||
| Q3 25 | $994.5M | $111.4M | ||
| Q2 25 | $976.9M | $50.4M | ||
| Q1 25 | $963.9M | $239.6M | ||
| Q4 24 | $3.7B | $56.2M | ||
| Q3 24 | $1.0B | $156.3M | ||
| Q2 24 | $1.0B | $33.9M |
自由现金流率
AMT
SFM
| Q1 26 | 34.4% | — | ||
| Q4 25 | 138.2% | 3.1% | ||
| Q3 25 | 36.6% | 5.1% | ||
| Q2 25 | 37.2% | 2.3% | ||
| Q1 25 | 37.6% | 10.7% | ||
| Q4 24 | 145.3% | 2.8% | ||
| Q3 24 | 41.4% | 8.0% | ||
| Q2 24 | 39.8% | 1.8% |
资本支出强度
AMT
SFM
| Q1 26 | 16.8% | — | ||
| Q4 25 | 61.4% | 3.4% | ||
| Q3 25 | 17.1% | 2.5% | ||
| Q2 25 | 11.6% | 2.7% | ||
| Q1 25 | 12.9% | 2.7% | ||
| Q4 24 | 62.4% | 3.4% | ||
| Q3 24 | 16.8% | 2.7% | ||
| Q2 24 | 12.8% | 3.0% |
现金转化率
AMT
SFM
| Q1 26 | — | — | ||
| Q4 25 | 6.53× | 1.54× | ||
| Q3 25 | 1.60× | 1.39× | ||
| Q2 25 | 3.37× | 0.83× | ||
| Q1 25 | 2.60× | 1.66× | ||
| Q4 24 | 4.30× | 1.57× | ||
| Q3 24 | — | 2.28× | ||
| Q2 24 | 1.47× | 0.96× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图