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Angel Oak Mortgage REIT, Inc.（AOMR）与BXP, Inc.（BXP）财务数据对比。点击上方公司名可切换其他公司
BXP, Inc.的季度营收约是Angel Oak Mortgage REIT, Inc.的80.5倍（$877.1M vs $10.9M）。Angel Oak Mortgage REIT, Inc.净利率更高（103.9% vs 28.3%，领先75.6%）。Angel Oak Mortgage REIT, Inc.同比增速更快（10.4% vs 2.2%）。过去两年Angel Oak Mortgage REIT, Inc.的营收复合增速更高（12.7% vs 2.2%）
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。
BXP是美国头部商业地产投资信托企业，核心业务为持有、运营及开发A级高端写字楼资产，项目覆盖纽约、波士顿、旧金山等美国核心都市圈，服务企业、科技、专业服务等领域的多元租户。
AOMR vs BXP — 直观对比
营收规模更大
BXP
是对方的80.5倍
$10.9M
营收增速更快
AOMR
高出8.3%
2.2%
净利率更高
AOMR
高出75.6%
28.3%
两年增速更快
AOMR
近两年复合增速
2.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $10.9M | $877.1M |
| 净利润 | $11.3M | $248.4M |
| 毛利率 | — | 58.8% |
| 营业利润率 | — | — |
| 净利率 | 103.9% | 28.3% |
| 营收同比 | 10.4% | 2.2% |
| 净利润同比 | 175.2% | 208.5% |
| 每股收益（稀释后） | $0.44 | $1.56 |
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AOMRBXP
| Q4 25 | $10.9M | $877.1M | ||
| Q3 25 | $10.2M | $871.5M | ||
| Q2 25 | $9.9M | $868.5M | ||
| Q1 25 | $10.1M | $865.2M | ||
| Q4 24 | $9.9M | $858.6M | ||
| Q3 24 | $9.0M | $859.2M | ||
| Q2 24 | $9.5M | $850.5M | ||
| Q1 24 | $8.6M | $839.4M |
净利润AOMRBXP
| Q4 25 | $11.3M | $248.4M | ||
| Q3 25 | $11.4M | $-121.7M | ||
| Q2 25 | $767.0K | $89.0M | ||
| Q1 25 | $20.5M | $61.2M | ||
| Q4 24 | $-15.1M | $-228.9M | ||
| Q3 24 | $31.2M | $83.6M | ||
| Q2 24 | $-273.0K | $79.6M | ||
| Q1 24 | $12.9M | $79.9M |
毛利率AOMRBXP
| Q4 25 | — | 58.8% | ||
| Q3 25 | — | 59.3% | ||
| Q2 25 | — | 59.2% | ||
| Q1 25 | — | 59.2% | ||
| Q4 24 | — | 59.7% | ||
| Q3 24 | — | 59.5% | ||
| Q2 24 | — | 59.8% | ||
| Q1 24 | — | 60.6% |
营业利润率AOMRBXP
| 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AOMRBXP
| Q4 25 | 103.9% | 28.3% | ||
| Q3 25 | 112.1% | -14.0% | ||
| Q2 25 | 7.7% | 10.2% | ||
| Q1 25 | 203.5% | 7.1% | ||
| Q4 24 | -152.6% | -26.7% | ||
| Q3 24 | 345.9% | 9.7% | ||
| Q2 24 | -2.9% | 9.4% | ||
| Q1 24 | 150.1% | 9.5% |
每股收益（稀释后）AOMRBXP
| Q4 25 | $0.44 | $1.56 | ||
| Q3 25 | $0.46 | $-0.77 | ||
| Q2 25 | $0.03 | $0.56 | ||
| Q1 25 | $0.87 | $0.39 | ||
| Q4 24 | $-0.62 | $-1.46 | ||
| Q3 24 | $1.29 | $0.53 | ||
| Q2 24 | $-0.01 | $0.51 | ||
| Q1 24 | $0.51 | $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 | $1.5B |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $267.5M | $5.1B |
| 总资产 | $2.7B | $26.2B |
| 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AOMRBXP
| Q4 25 | $41.6M | $1.5B | ||
| Q3 25 | $51.6M | $861.1M | ||
| Q2 25 | $40.5M | $447.0M | ||
| Q1 25 | $38.7M | $398.1M | ||
| Q4 24 | $40.8M | $1.3B | ||
| Q3 24 | $42.1M | $1.4B | ||
| Q2 24 | $44.0M | $685.4M | ||
| Q1 24 | $39.4M | $701.7M |
总债务AOMRBXP
| 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AOMRBXP
| Q4 25 | $267.5M | $5.1B | ||
| Q3 25 | $264.2M | $5.0B | ||
| Q2 25 | $246.4M | $5.3B | ||
| Q1 25 | $251.5M | $5.3B | ||
| Q4 24 | $239.0M | $5.4B | ||
| Q3 24 | $265.1M | $5.8B | ||
| Q2 24 | $255.8M | $5.8B | ||
| Q1 24 | $263.3M | $5.9B |
总资产AOMRBXP
| Q4 25 | $2.7B | $26.2B | ||
| Q3 25 | $2.6B | $26.0B | ||
| Q2 25 | $2.6B | $25.6B | ||
| Q1 25 | $2.7B | $25.4B | ||
| Q4 24 | $2.3B | $26.1B | ||
| Q3 24 | $2.3B | $26.4B | ||
| Q2 24 | $2.1B | $25.5B | ||
| Q1 24 | $2.3B | $25.5B |
负债/权益比AOMRBXP
| 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 | $407.8M |
| 自由现金流经营现金流 - 资本支出 | — | $362.7M |
| 自由现金流率自由现金流/营收 | — | 41.4% |
| 资本支出强度资本支出/营收 | — | 5.1% |
| 现金转化率经营现金流/净利润 | -4.64× | 1.64× |
| 过去12个月自由现金流最近4个季度 | — | $1.0B |
8季度趋势，按日历期对齐
经营现金流AOMRBXP
| Q4 25 | $-52.5M | $407.8M | ||
| Q3 25 | $-173.4M | $274.2M | ||
| Q2 25 | $20.6M | $353.1M | ||
| Q1 25 | $-201.7M | $210.0M | ||
| Q4 24 | $-25.1M | $383.7M | ||
| Q3 24 | $-212.4M | $286.1M | ||
| Q2 24 | $-24.2M | $367.1M | ||
| Q1 24 | $40.2M | $197.6M |
自由现金流AOMRBXP
| Q4 25 | — | $362.7M | ||
| Q3 25 | — | $231.6M | ||
| Q2 25 | — | $281.5M | ||
| Q1 25 | — | $152.6M | ||
| Q4 24 | — | $312.5M | ||
| Q3 24 | — | $234.5M | ||
| Q2 24 | — | $332.4M | ||
| Q1 24 | — | $165.5M |
自由现金流率AOMRBXP
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 26.6% | ||
| Q2 25 | — | 32.4% | ||
| Q1 25 | — | 17.6% | ||
| Q4 24 | — | 36.4% | ||
| Q3 24 | — | 27.3% | ||
| Q2 24 | — | 39.1% | ||
| Q1 24 | — | 19.7% |
资本支出强度AOMRBXP
| Q4 25 | — | 5.1% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | — | 8.2% | ||
| Q1 25 | — | 6.6% | ||
| Q4 24 | — | 8.3% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | — | 4.1% | ||
| Q1 24 | — | 3.8% |
现金转化率AOMRBXP
| Q4 25 | -4.64× | 1.64× | ||
| Q3 25 | -15.19× | — | ||
| Q2 25 | 26.92× | 3.97× | ||
| Q1 25 | -9.83× | 3.43× | ||
| Q4 24 | — | — | ||
| Q3 24 | -6.81× | 3.42× | ||
| Q2 24 | — | 4.61× | ||
| Q1 24 | 3.12× | 2.47× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
