vs
American Well Corp（AMWL）与CENTERSPACE（CSR）财务数据对比。点击上方公司名可切换其他公司
CENTERSPACE的季度营收约是American Well Corp的1.2倍（$65.1M vs $55.3M），CENTERSPACE净利率更高（-23.0% vs -45.1%，领先22.0%），CENTERSPACE同比增速更快（-3.0% vs -22.1%），过去两年CENTERSPACE的营收复合增速更高（0.0% vs -3.6%）
美国烟草公司由J.B.杜克于1890年整合多家美国烟草制造商合并创立，1896年成为道琼斯工业平均指数最初的12支成分股之一。该公司收购了好彩公司及超过200家竞争对手，一度垄断美国烟草行业。1907年美国联邦政府发起反垄断诉讼，最终将该公司分拆为多家企业。
Centerspace是一家专注于多户住宅物业持有、运营与开发的房地产投资企业，核心业务覆盖美国中西部及落基山西部区域，面向不同租户群体提供经济型及高端住宅选择，重视租户体验与资产长期价值增长。
AMWL vs CSR — 直观对比
营收规模更大
CSR
是对方的1.2倍
$55.3M
营收增速更快
CSR
高出19.1%
-22.1%
净利率更高
CSR
高出22.0%
-45.1%
两年增速更快
CSR
近两年复合增速
-3.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $55.3M | $65.1M |
| 净利润 | $-24.9M | $-15.0M |
| 毛利率 | — | — |
| 营业利润率 | -45.5% | — |
| 净利率 | -45.1% | -23.0% |
| 营收同比 | -22.1% | -3.0% |
| 净利润同比 | 41.6% | -258.1% |
| 每股收益（稀释后） | $-1.53 | $-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AMWLCSR
| Q1 26 | — | $65.1M | ||
| Q4 25 | $55.3M | $66.6M | ||
| Q3 25 | $56.3M | $71.4M | ||
| Q2 25 | $70.9M | $68.5M | ||
| Q1 25 | $66.8M | $67.1M | ||
| Q4 24 | $71.0M | $66.4M | ||
| Q3 24 | $61.0M | $65.0M | ||
| Q2 24 | $62.8M | $65.0M |
净利润AMWLCSR
| Q1 26 | — | $-15.0M | ||
| Q4 25 | $-24.9M | $-18.4M | ||
| Q3 25 | $-32.4M | $53.8M | ||
| Q2 25 | $-19.7M | $-14.5M | ||
| Q1 25 | $-18.7M | $-3.7M | ||
| Q4 24 | $-42.7M | $-5.1M | ||
| Q3 24 | $-43.5M | $-1.0M | ||
| Q2 24 | $-49.9M | $-1.3M |
毛利率AMWLCSR
| Q1 26 | — | — | ||
| Q4 25 | — | 96.5% | ||
| Q3 25 | — | 96.5% | ||
| Q2 25 | — | 96.5% | ||
| Q1 25 | — | 96.4% | ||
| Q4 24 | — | 96.5% | ||
| Q3 24 | — | 96.6% | ||
| Q2 24 | — | 96.6% |
营业利润率AMWLCSR
| Q1 26 | — | — | ||
| Q4 25 | -45.5% | -15.9% | ||
| Q3 25 | -52.1% | — | ||
| Q2 25 | -28.7% | -9.9% | ||
| Q1 25 | -45.5% | 7.1% | ||
| Q4 24 | -60.2% | 4.3% | ||
| Q3 24 | -77.6% | 9.8% | ||
| Q2 24 | -83.4% | 11.1% |
净利率AMWLCSR
| Q1 26 | — | -23.0% | ||
| Q4 25 | -45.1% | -27.7% | ||
| Q3 25 | -57.5% | 75.3% | ||
| Q2 25 | -27.8% | -21.2% | ||
| Q1 25 | -28.0% | -5.6% | ||
| Q4 24 | -60.1% | -7.6% | ||
| Q3 24 | -71.2% | -1.6% | ||
| Q2 24 | -79.5% | -2.0% |
每股收益（稀释后）AMWLCSR
| Q1 26 | — | $-0.49 | ||
| Q4 25 | $-1.53 | $-1.08 | ||
| Q3 25 | $-2.00 | $3.19 | ||
| Q2 25 | $-1.24 | $-0.87 | ||
| Q1 25 | $-1.19 | $-0.22 | ||
| Q4 24 | $-2.71 | $-0.31 | ||
| Q3 24 | $-2.87 | $-0.40 | ||
| Q2 24 | $-3.36 | $-0.19 |
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 | $182.3M | $7.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $235.6M | $695.0M |
| 总资产 | $323.8M | $1.9B |
| 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AMWLCSR
| Q1 26 | — | $7.6M | ||
| Q4 25 | $182.3M | $12.8M | ||
| Q3 25 | $200.9M | $12.9M | ||
| Q2 25 | $219.1M | $12.4M | ||
| Q1 25 | $222.4M | $11.9M | ||
| Q4 24 | $228.3M | $12.0M | ||
| Q3 24 | $244.6M | $14.5M | ||
| Q2 24 | $276.9M | $14.3M |
总债务AMWLCSR
| Q1 26 | — | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $955.5M | ||
| Q4 24 | — | $955.4M | ||
| Q3 24 | — | $921.3M | ||
| Q2 24 | — | $931.7M |
股东权益AMWLCSR
| Q1 26 | — | $695.0M | ||
| Q4 25 | $235.6M | $719.2M | ||
| Q3 25 | $254.9M | $748.6M | ||
| Q2 25 | $282.6M | $710.1M | ||
| Q1 25 | $294.0M | $636.8M | ||
| Q4 24 | $304.8M | $752.0M | ||
| Q3 24 | $336.7M | $672.5M | ||
| Q2 24 | $363.9M | $680.7M |
总资产AMWLCSR
| Q1 26 | — | $1.9B | ||
| Q4 25 | $323.8M | $1.9B | ||
| Q3 25 | $359.4M | $2.1B | ||
| Q2 25 | $388.7M | $2.0B | ||
| Q1 25 | $419.5M | $1.9B | ||
| Q4 24 | $436.0M | $1.9B | ||
| Q3 24 | $483.0M | $1.9B | ||
| Q2 24 | $507.8M | $1.9B |
负债/权益比AMWLCSR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.42× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | — | 1.57× | ||
| Q1 25 | — | 1.50× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | 1.37× | ||
| Q2 24 | — | 1.37× |
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 | $-17.4M | — |
| 自由现金流经营现金流 - 资本支出 | $-17.4M | — |
| 自由现金流率自由现金流/营收 | -31.4% | — |
| 资本支出强度资本支出/营收 | 0.0% | 0.3% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流AMWLCSR
| Q1 26 | — | — | ||
| Q4 25 | $-17.4M | $98.5M | ||
| Q3 25 | $-18.8M | $35.1M | ||
| Q2 25 | $-4.7M | $25.3M | ||
| Q1 25 | $-25.1M | $25.4M | ||
| Q4 24 | $-13.4M | $98.2M | ||
| Q3 24 | $-32.4M | $32.3M | ||
| Q2 24 | $-21.8M | $22.9M |
自由现金流AMWLCSR
| Q1 26 | — | — | ||
| Q4 25 | $-17.4M | $64.3M | ||
| Q3 25 | — | $25.7M | ||
| Q2 25 | — | $15.5M | ||
| Q1 25 | $-25.1M | $20.4M | ||
| Q4 24 | $-13.4M | $41.6M | ||
| Q3 24 | $-32.4M | $20.5M | ||
| Q2 24 | $-21.8M | $9.1M |
自由现金流率AMWLCSR
| Q1 26 | — | — | ||
| Q4 25 | -31.4% | 96.5% | ||
| Q3 25 | — | 36.0% | ||
| Q2 25 | — | 22.7% | ||
| Q1 25 | -37.6% | 30.4% | ||
| Q4 24 | -18.9% | 62.6% | ||
| Q3 24 | -53.0% | 31.5% | ||
| Q2 24 | -34.7% | 14.0% |
资本支出强度AMWLCSR
| Q1 26 | — | 0.3% | ||
| Q4 25 | 0.0% | 51.3% | ||
| Q3 25 | 0.0% | 13.1% | ||
| Q2 25 | 0.0% | 14.2% | ||
| Q1 25 | 0.0% | 7.5% | ||
| Q4 24 | 0.0% | 85.3% | ||
| Q3 24 | 0.0% | 18.2% | ||
| Q2 24 | 0.0% | 21.2% |
现金转化率AMWLCSR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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
AMWL
| Platform Subscription | $28.8M | 52% |
| Visits | $23.7M | 43% |
| Others | $2.8M | 5% |
CSR
暂无分部数据
