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Angel Oak Mortgage REIT, Inc.（AOMR）与Bluerock Homes Trust, Inc.（BHM）财务数据对比。点击上方公司名可切换其他公司
Bluerock Homes Trust, Inc.的季度营收约是Angel Oak Mortgage REIT, Inc.的1.7倍（$18.9M vs $10.9M）。Angel Oak Mortgage REIT, Inc.净利率更高（103.9% vs -50.1%，领先154.0%）。Bluerock Homes Trust, Inc.同比增速更快（36.9% vs 10.4%）。过去两年Bluerock Homes Trust, Inc.的营收复合增速更高（30.1% vs 12.7%）
Angel Oak Mortgage REIT是一家总部位于美国的房地产投资信托公司，专注于投资和管理非机构抵押贷款支持证券、住宅抵押贷款及其他信贷关联不动产金融资产，面向美国机构与零售投资者，旨在提供有竞争力的风险调整后回报，兼顾稳定收益与长期资本增值。
Bluerock Homes Trust, Inc.是一家总部位于美国的房地产投资信托企业，主要收购、持有并运营优质单户住宅租赁资产，面向美国高增长郊区市场的中等收入租户，聚焦人口基本面向好、租赁需求旺盛的区域布局。
AOMR vs BHM — 直观对比
营收规模更大
BHM
是对方的1.7倍
$10.9M
营收增速更快
BHM
高出26.5%
10.4%
净利率更高
AOMR
高出154.0%
-50.1%
两年增速更快
BHM
近两年复合增速
12.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $10.9M | $18.9M |
| 净利润 | $11.3M | $-9.5M |
| 毛利率 | — | — |
| 营业利润率 | — | -48.8% |
| 净利率 | 103.9% | -50.1% |
| 营收同比 | 10.4% | 36.9% |
| 净利润同比 | 175.2% | -29.9% |
| 每股收益（稀释后） | $0.44 | $-0.75 |
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AOMRBHM
| Q4 25 | $10.9M | $18.9M | ||
| Q3 25 | $10.2M | $16.6M | ||
| Q2 25 | $9.9M | $16.8M | ||
| Q1 25 | $10.1M | $16.4M | ||
| Q4 24 | $9.9M | $13.8M | ||
| Q3 24 | $9.0M | $12.7M | ||
| Q2 24 | $9.5M | $12.5M | ||
| Q1 24 | $8.6M | $11.2M |
净利润AOMRBHM
| Q4 25 | $11.3M | $-9.5M | ||
| Q3 25 | $11.4M | $-10.0M | ||
| Q2 25 | $767.0K | $-5.8M | ||
| Q1 25 | $20.5M | $-7.3M | ||
| Q4 24 | $-15.1M | $-7.3M | ||
| Q3 24 | $31.2M | $3.5M | ||
| Q2 24 | $-273.0K | $-5.2M | ||
| Q1 24 | $12.9M | $-3.2M |
营业利润率AOMRBHM
| Q4 25 | — | -48.8% | ||
| Q3 25 | — | -57.6% | ||
| Q2 25 | 7.7% | -30.9% | ||
| Q1 25 | — | -42.6% | ||
| Q4 24 | -152.6% | -52.8% | ||
| Q3 24 | — | 27.9% | ||
| Q2 24 | -1.4% | -41.3% | ||
| Q1 24 | — | -28.4% |
净利率AOMRBHM
| Q4 25 | 103.9% | -50.1% | ||
| Q3 25 | 112.1% | -60.0% | ||
| Q2 25 | 7.7% | -34.7% | ||
| Q1 25 | 203.5% | -44.7% | ||
| Q4 24 | -152.6% | -52.8% | ||
| Q3 24 | 345.9% | 27.9% | ||
| Q2 24 | -2.9% | -41.3% | ||
| Q1 24 | 150.1% | -28.4% |
每股收益（稀释后）AOMRBHM
| Q4 25 | $0.44 | $-0.75 | ||
| Q3 25 | $0.46 | $-0.94 | ||
| Q2 25 | $0.03 | $-0.66 | ||
| Q1 25 | $0.87 | $-0.67 | ||
| Q4 24 | $-0.62 | $-0.65 | ||
| Q3 24 | $1.29 | $0.24 | ||
| Q2 24 | $-0.01 | $-0.42 | ||
| Q1 24 | $0.51 | $-0.27 |
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 | $41.6M | $169.6M |
| 总债务越低越好 | $2.3B | $428.4M |
| 股东权益账面价值 | $267.5M | $128.7M |
| 总资产 | $2.7B | $1.2B |
| 负债/权益比越低杠杆越低 | 8.51× | 3.33× |
8季度趋势，按日历期对齐
现金及短期投资AOMRBHM
| Q4 25 | $41.6M | $169.6M | ||
| Q3 25 | $51.6M | $2.1M | ||
| Q2 25 | $40.5M | $4.2M | ||
| Q1 25 | $38.7M | $3.0M | ||
| Q4 24 | $40.8M | $115.2M | ||
| Q3 24 | $42.1M | $155.1M | ||
| Q2 24 | $44.0M | $116.0M | ||
| Q1 24 | $39.4M | $92.3M |
总债务AOMRBHM
| Q4 25 | $2.3B | $428.4M | ||
| Q3 25 | $2.2B | $415.9M | ||
| Q2 25 | — | $338.6M | ||
| Q1 25 | — | $336.5M | ||
| Q4 24 | $1.8B | $373.8M | ||
| Q3 24 | — | $122.5M | ||
| Q2 24 | — | $119.7M | ||
| Q1 24 | — | $120.2M |
股东权益AOMRBHM
| Q4 25 | $267.5M | $128.7M | ||
| Q3 25 | $264.2M | $131.7M | ||
| Q2 25 | $246.4M | $135.3M | ||
| Q1 25 | $251.5M | $137.1M | ||
| Q4 24 | $239.0M | $139.1M | ||
| Q3 24 | $265.1M | $142.9M | ||
| Q2 24 | $255.8M | $142.5M | ||
| Q1 24 | $263.3M | $144.5M |
总资产AOMRBHM
| Q4 25 | $2.7B | $1.2B | ||
| Q3 25 | $2.6B | $222.1M | ||
| Q2 25 | $2.6B | $220.3M | ||
| Q1 25 | $2.7B | $186.2M | ||
| Q4 24 | $2.3B | $967.0M | ||
| Q3 24 | $2.3B | $800.8M | ||
| Q2 24 | $2.1B | $756.2M | ||
| Q1 24 | $2.3B | $727.4M |
负债/权益比AOMRBHM
| Q4 25 | 8.51× | 3.33× | ||
| Q3 25 | 8.37× | 3.16× | ||
| Q2 25 | — | 2.50× | ||
| Q1 25 | — | 2.45× | ||
| Q4 24 | 7.62× | 2.69× | ||
| Q3 24 | — | 0.86× | ||
| Q2 24 | — | 0.84× | ||
| Q1 24 | — | 0.83× |
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 | $-52.5M | $-491.0K |
| 自由现金流经营现金流 - 资本支出 | — | $-4.2M |
| 自由现金流率自由现金流/营收 | — | -22.1% |
| 资本支出强度资本支出/营收 | — | 19.6% |
| 现金转化率经营现金流/净利润 | -4.64× | — |
| 过去12个月自由现金流最近4个季度 | — | $10.4M |
8季度趋势，按日历期对齐
经营现金流AOMRBHM
| Q4 25 | $-52.5M | $-491.0K | ||
| Q3 25 | $-173.4M | $13.4M | ||
| Q2 25 | $20.6M | $13.9M | ||
| Q1 25 | $-201.7M | $951.0K | ||
| Q4 24 | $-25.1M | $5.0M | ||
| Q3 24 | $-212.4M | $1.7M | ||
| Q2 24 | $-24.2M | $1.3M | ||
| Q1 24 | $40.2M | $1.1M |
自由现金流AOMRBHM
| Q4 25 | — | $-4.2M | ||
| Q3 25 | — | $8.7M | ||
| Q2 25 | — | $8.8M | ||
| Q1 25 | — | $-2.9M | ||
| Q4 24 | — | $1.6M | ||
| Q3 24 | — | $-601.0K | ||
| Q2 24 | — | $-654.0K | ||
| Q1 24 | — | $-630.0K |
自由现金流率AOMRBHM
| Q4 25 | — | -22.1% | ||
| Q3 25 | — | 52.4% | ||
| Q2 25 | — | 52.2% | ||
| Q1 25 | — | -17.6% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | — | -4.7% | ||
| Q2 24 | — | -5.2% | ||
| Q1 24 | — | -5.6% |
资本支出强度AOMRBHM
| Q4 25 | — | 19.6% | ||
| Q3 25 | — | 28.5% | ||
| Q2 25 | — | 30.3% | ||
| Q1 25 | — | 23.4% | ||
| Q4 24 | — | 24.4% | ||
| Q3 24 | — | 18.0% | ||
| Q2 24 | — | 15.3% | ||
| Q1 24 | — | 15.5% |
现金转化率AOMRBHM
| Q4 25 | -4.64× | — | ||
| Q3 25 | -15.19× | — | ||
| Q2 25 | 26.92× | — | ||
| Q1 25 | -9.83× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -6.81× | 0.47× | ||
| Q2 24 | — | — | ||
| Q1 24 | 3.12× | — |
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
AOMR
暂无分部数据
BHM
| Residential Communities Segment | $11.4M | 61% |
| Scattered Single Family Homes Segment | $7.5M | 39% |
