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Angel Oak Mortgage REIT, Inc.（AOMR）与Brookfield Property Partners L.P.（BPYPP）财务数据对比。点击上方公司名可切换其他公司
Brookfield Property Partners L.P.的季度营收约是Angel Oak Mortgage REIT, Inc.的165.4倍（$1.8B vs $10.9M）。Angel Oak Mortgage REIT, Inc.净利率更高（103.9% vs -2.6%，领先106.4%）。Angel Oak Mortgage REIT, Inc.同比增速更快（10.4% vs -25.6%）
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。
布鲁克菲尔德地产伙伴有限合伙企业是一家专业商业地产投资运营主体，持有写字楼、购物中心等优质物业资产，同时持有其关联方发起的其他类商业地产投资基金的有限合伙人少数权益，总部设于百慕大汉密尔顿。
AOMR vs BPYPP — 直观对比
营收规模更大
BPYPP
是对方的165.4倍
$10.9M
营收增速更快
AOMR
高出36.1%
-25.6%
净利率更高
AOMR
高出106.4%
-2.6%
损益表 — Q4 2025 vs Q2 2025
| 指标 | | |
|---|---|---|
| 营收 | $10.9M | $1.8B |
| 净利润 | $11.3M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 103.9% | -2.6% |
| 营收同比 | 10.4% | -25.6% |
| 净利润同比 | 175.2% | 94.2% |
| 每股收益（稀释后） | $0.44 | — |
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AOMRBPYPP
| Q4 25 | $10.9M | — | ||
| Q3 25 | $10.2M | — | ||
| Q2 25 | $9.9M | $1.8B | ||
| Q1 25 | $10.1M | — | ||
| Q4 24 | $9.9M | — | ||
| Q3 24 | $9.0M | — | ||
| Q2 24 | $9.5M | $2.4B | ||
| Q1 24 | $8.6M | — |
净利润AOMRBPYPP
| Q4 25 | $11.3M | — | ||
| Q3 25 | $11.4M | — | ||
| Q2 25 | $767.0K | $-46.0M | ||
| Q1 25 | $20.5M | — | ||
| Q4 24 | $-15.1M | — | ||
| Q3 24 | $31.2M | — | ||
| Q2 24 | $-273.0K | $-789.0M | ||
| Q1 24 | $12.9M | — |
营业利润率AOMRBPYPP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -152.6% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -1.4% | — | ||
| Q1 24 | — | — |
净利率AOMRBPYPP
| Q4 25 | 103.9% | — | ||
| Q3 25 | 112.1% | — | ||
| Q2 25 | 7.7% | -2.6% | ||
| Q1 25 | 203.5% | — | ||
| Q4 24 | -152.6% | — | ||
| Q3 24 | 345.9% | — | ||
| Q2 24 | -2.9% | -32.6% | ||
| Q1 24 | 150.1% | — |
每股收益（稀释后）AOMRBPYPP
| Q4 25 | $0.44 | — | ||
| Q3 25 | $0.46 | — | ||
| Q2 25 | $0.03 | — | ||
| Q1 25 | $0.87 | — | ||
| Q4 24 | $-0.62 | — | ||
| Q3 24 | $1.29 | — | ||
| Q2 24 | $-0.01 | — | ||
| Q1 24 | $0.51 | — |
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 | $1.7B |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $267.5M | $40.2B |
| 总资产 | $2.7B | $98.9B |
| 负债/权益比越低杠杆越低 | 8.51× | — |
8季度趋势，按日历期对齐
现金及短期投资AOMRBPYPP
| Q4 25 | $41.6M | — | ||
| Q3 25 | $51.6M | — | ||
| Q2 25 | $40.5M | $1.7B | ||
| Q1 25 | $38.7M | — | ||
| Q4 24 | $40.8M | — | ||
| Q3 24 | $42.1M | — | ||
| Q2 24 | $44.0M | $2.4B | ||
| Q1 24 | $39.4M | — |
总债务AOMRBPYPP
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AOMRBPYPP
| Q4 25 | $267.5M | — | ||
| Q3 25 | $264.2M | — | ||
| Q2 25 | $246.4M | $40.2B | ||
| Q1 25 | $251.5M | — | ||
| Q4 24 | $239.0M | — | ||
| Q3 24 | $265.1M | — | ||
| Q2 24 | $255.8M | $48.5B | ||
| Q1 24 | $263.3M | — |
总资产AOMRBPYPP
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | $98.9B | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.1B | $132.6B | ||
| Q1 24 | $2.3B | — |
负债/权益比AOMRBPYPP
| Q4 25 | 8.51× | — | ||
| Q3 25 | 8.37× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 7.62× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $-52.5M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流AOMRBPYPP
| Q4 25 | $-52.5M | — | ||
| Q3 25 | $-173.4M | — | ||
| Q2 25 | $20.6M | — | ||
| Q1 25 | $-201.7M | — | ||
| Q4 24 | $-25.1M | — | ||
| Q3 24 | $-212.4M | — | ||
| Q2 24 | $-24.2M | — | ||
| Q1 24 | $40.2M | — |
现金转化率AOMRBPYPP
| Q4 25 | -4.64× | — | ||
| Q3 25 | -15.19× | — | ||
| Q2 25 | 26.92× | — | ||
| Q1 25 | -9.83× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -6.81× | — | ||
| 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
