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AEMETIS, INC（AMTX）与KKR Real Estate Finance Trust Inc.（KREF）财务数据对比。点击上方公司名可切换其他公司
AEMETIS, INC的季度营收约是KKR Real Estate Finance Trust Inc.的1.7倍（$43.3M vs $25.8M），AEMETIS, INC同比增速更快（-7.9% vs -26.6%），过去两年KKR Real Estate Finance Trust Inc.的营收复合增速更高（-18.8% vs -22.8%）
Aemetis是一家可再生燃料与可持续生物化学品生产商，业务覆盖北美和印度市场，核心产品包括低碳乙醇、可再生天然气及生物柴油，主要服务交通、工业和农业领域，为商业客户提供脱碳解决方案。
KKR房地产金融信托公司是全球投资机构KKR旗下的专业房地产金融平台，主要发起、收购并管理优先担保商业地产贷款组合，抵押物多为美国各地的优质机构级商业地产，通过贷款利息收入为投资者提供稳定的经风险调整后的回报。
AMTX vs KREF — 直观对比
营收规模更大
AMTX
是对方的1.7倍
$25.8M
营收增速更快
AMTX
高出18.7%
-26.6%
两年增速更快
KREF
近两年复合增速
-22.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $43.3M | $25.8M |
| 净利润 | — | $-26.2M |
| 毛利率 | 17.8% | — |
| 营业利润率 | -5.7% | -105.1% |
| 净利率 | — | -101.7% |
| 营收同比 | -7.9% | -26.6% |
| 净利润同比 | — | -229.6% |
| 每股收益（稀释后） | $-0.03 | $-0.49 |
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AMTXKREF
| Q4 25 | $43.3M | $25.8M | ||
| Q3 25 | $59.2M | $25.3M | ||
| Q2 25 | $52.2M | $30.2M | ||
| Q1 25 | $42.9M | $31.3M | ||
| Q4 24 | $47.0M | $35.1M | ||
| Q3 24 | $81.4M | $37.0M | ||
| Q2 24 | $66.6M | $40.4M | ||
| Q1 24 | $72.6M | $39.1M |
净利润AMTXKREF
| Q4 25 | — | $-26.2M | ||
| Q3 25 | $-23.7M | $13.8M | ||
| Q2 25 | $-23.4M | $-29.7M | ||
| Q1 25 | $-24.5M | $-4.9M | ||
| Q4 24 | — | $20.3M | ||
| Q3 24 | $-17.9M | $-7.4M | ||
| Q2 24 | $-29.2M | $25.8M | ||
| Q1 24 | $-24.2M | $-3.1M |
毛利率AMTXKREF
| Q4 25 | 17.8% | — | ||
| Q3 25 | -0.1% | — | ||
| Q2 25 | -6.4% | — | ||
| Q1 25 | -11.8% | — | ||
| Q4 24 | -4.3% | — | ||
| Q3 24 | 4.8% | — | ||
| Q2 24 | -2.7% | — | ||
| Q1 24 | -0.8% | — |
营业利润率AMTXKREF
| Q4 25 | -5.7% | -105.1% | ||
| Q3 25 | -14.4% | 50.4% | ||
| Q2 25 | -20.4% | -101.3% | ||
| Q1 25 | -36.3% | -18.3% | ||
| Q4 24 | -28.7% | 55.8% | ||
| Q3 24 | -4.8% | -19.6% | ||
| Q2 24 | -20.4% | 63.3% | ||
| Q1 24 | -13.0% | -8.7% |
净利率AMTXKREF
| Q4 25 | — | -101.7% | ||
| Q3 25 | -40.1% | 54.4% | ||
| Q2 25 | -44.8% | -98.5% | ||
| Q1 25 | -57.2% | -15.5% | ||
| Q4 24 | — | 57.7% | ||
| Q3 24 | -22.0% | -20.0% | ||
| Q2 24 | -43.8% | 63.9% | ||
| Q1 24 | -33.4% | -7.9% |
每股收益（稀释后）AMTXKREF
| Q4 25 | $-0.03 | $-0.49 | ||
| Q3 25 | $-0.37 | $0.12 | ||
| Q2 25 | $-0.41 | $-0.53 | ||
| Q1 25 | $-0.47 | $-0.15 | ||
| Q4 24 | $-0.29 | $0.22 | ||
| Q3 24 | $-0.38 | $-0.19 | ||
| Q2 24 | $-0.66 | $0.29 | ||
| Q1 24 | $-0.58 | $-0.13 |
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 | $4.9M | $84.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-306.8M | $1.2B |
| 总资产 | $259.8M | $6.5B |
| 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AMTXKREF
| Q4 25 | $4.9M | $84.6M | ||
| Q3 25 | $5.6M | $204.1M | ||
| Q2 25 | $1.6M | $107.7M | ||
| Q1 25 | $499.0K | $106.4M | ||
| Q4 24 | $898.0K | $104.9M | ||
| Q3 24 | $296.0K | $108.8M | ||
| Q2 24 | $234.0K | $107.2M | ||
| Q1 24 | $1.6M | $106.5M |
总债务AMTXKREF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $338.1M | — | ||
| Q3 24 | $322.2M | — | ||
| Q2 24 | $309.0M | — | ||
| Q1 24 | $307.2M | — |
股东权益AMTXKREF
| Q4 25 | $-306.8M | $1.2B | ||
| Q3 25 | $-304.9M | $1.2B | ||
| Q2 25 | $-289.3M | $1.2B | ||
| Q1 25 | $-280.7M | $1.3B | ||
| Q4 24 | $-263.9M | $1.3B | ||
| Q3 24 | $-258.9M | $1.4B | ||
| Q2 24 | $-249.0M | $1.4B | ||
| Q1 24 | $-232.1M | $1.4B |
总资产AMTXKREF
| Q4 25 | $259.8M | $6.5B | ||
| Q3 25 | $241.1M | $6.5B | ||
| Q2 25 | $240.0M | $6.8B | ||
| Q1 25 | $242.5M | $6.6B | ||
| Q4 24 | $259.3M | $6.4B | ||
| Q3 24 | $259.3M | $6.8B | ||
| Q2 24 | $259.3M | $7.1B | ||
| Q1 24 | $259.3M | $7.3B |
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 | $5.8M | $72.3M |
| 自由现金流经营现金流 - 资本支出 | $-10.8M | — |
| 自由现金流率自由现金流/营收 | -24.9% | — |
| 资本支出强度资本支出/营收 | 38.2% | — |
| 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 | $-22.7M | — |
8季度趋势，按日历期对齐
经营现金流AMTXKREF
| Q4 25 | $5.8M | $72.3M | ||
| Q3 25 | $3.1M | $18.5M | ||
| Q2 25 | $-5.7M | $21.1M | ||
| Q1 25 | $160.0K | $15.9M | ||
| Q4 24 | $-12.6M | $132.6M | ||
| Q3 24 | $-5.0M | $49.1M | ||
| Q2 24 | $-5.1M | $30.6M | ||
| Q1 24 | $-10.3M | $34.5M |
自由现金流AMTXKREF
| Q4 25 | $-10.8M | — | ||
| Q3 25 | $-1.0M | — | ||
| Q2 25 | $-9.3M | — | ||
| Q1 25 | $-1.7M | — | ||
| Q4 24 | $-19.4M | — | ||
| Q3 24 | $-9.5M | — | ||
| Q2 24 | $-10.5M | — | ||
| Q1 24 | $-13.9M | — |
自由现金流率AMTXKREF
| Q4 25 | -24.9% | — | ||
| Q3 25 | -1.7% | — | ||
| Q2 25 | -17.7% | — | ||
| Q1 25 | -3.9% | — | ||
| Q4 24 | -41.2% | — | ||
| Q3 24 | -11.6% | — | ||
| Q2 24 | -15.8% | — | ||
| Q1 24 | -19.1% | — |
资本支出强度AMTXKREF
| Q4 25 | 38.2% | — | ||
| Q3 25 | 6.9% | — | ||
| Q2 25 | 6.7% | — | ||
| Q1 25 | 4.3% | — | ||
| Q4 24 | 14.4% | — | ||
| Q3 24 | 5.5% | — | ||
| Q2 24 | 8.1% | — | ||
| Q1 24 | 4.9% | — |
现金转化率AMTXKREF
| Q4 25 | — | — | ||
| Q3 25 | — | 1.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.54× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.19× | ||
| Q1 24 | — | — |
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
AMTX
| Ethanol Sales | $28.8M | 66% |
| Wet Distillers Grains | $6.8M | 16% |
| California Dairy Renewable Natural Gas | $5.2M | 12% |
| Other | $1.8M | 4% |
KREF
暂无分部数据
