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Angel Oak Mortgage REIT, Inc.（AOMR）与世邦魏理仕（CBRE）财务数据对比。点击上方公司名可切换其他公司
世邦魏理仕的季度营收约是Angel Oak Mortgage REIT, Inc.的1051.8倍（$11.5B vs $10.9M）。Angel Oak Mortgage REIT, Inc.净利率更高（103.9% vs 3.6%，领先100.3%）。世邦魏理仕同比增速更快（12.3% vs 10.4%）。过去两年世邦魏理仕的营收复合增速更高（21.1% 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。
世邦魏理仕（CBRE Group）是全球领先的跨国商业地产服务与投资企业，业务涵盖物业顾问、交易撮合、资产管理、项目开发咨询等范畴，为全球各类企业及机构客户提供全链条不动产相关解决方案，服务网络覆盖全球各大主要城市。
AOMR vs CBRE — 直观对比
营收规模更大
CBRE
是对方的1051.8倍
$10.9M
营收增速更快
CBRE
高出1.9%
10.4%
净利率更高
AOMR
高出100.3%
3.6%
两年增速更快
CBRE
近两年复合增速
12.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $10.9M | $11.5B |
| 净利润 | $11.3M | $416.0M |
| 毛利率 | — | 17.3% |
| 营业利润率 | — | 5.4% |
| 净利率 | 103.9% | 3.6% |
| 营收同比 | 10.4% | 12.3% |
| 净利润同比 | 175.2% | -14.6% |
| 每股收益（稀释后） | $0.44 | $1.38 |
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AOMRCBRE
| Q4 25 | $10.9M | $11.5B | ||
| Q3 25 | $10.2M | $10.1B | ||
| Q2 25 | $9.9M | $9.6B | ||
| Q1 25 | $10.1M | $8.8B | ||
| Q4 24 | $9.9M | $10.2B | ||
| Q3 24 | $9.0M | $8.8B | ||
| Q2 24 | $9.5M | $8.2B | ||
| Q1 24 | $8.6M | $7.8B |
净利润AOMRCBRE
| Q4 25 | $11.3M | $416.0M | ||
| Q3 25 | $11.4M | $363.0M | ||
| Q2 25 | $767.0K | $215.0M | ||
| Q1 25 | $20.5M | $163.0M | ||
| Q4 24 | $-15.1M | $487.0M | ||
| Q3 24 | $31.2M | $225.0M | ||
| Q2 24 | $-273.0K | $130.0M | ||
| Q1 24 | $12.9M | $126.0M |
毛利率AOMRCBRE
| Q4 25 | — | 17.3% | ||
| Q3 25 | — | 17.7% | ||
| Q2 25 | — | 17.1% | ||
| Q1 25 | — | 17.1% | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | — | 18.1% | ||
| Q2 24 | — | 17.6% | ||
| Q1 24 | — | 17.1% |
营业利润率AOMRCBRE
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | 7.7% | 3.9% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | -152.6% | 5.8% | ||
| Q3 24 | — | 4.2% | ||
| Q2 24 | -1.4% | 3.0% | ||
| Q1 24 | — | 2.6% |
净利率AOMRCBRE
| Q4 25 | 103.9% | 3.6% | ||
| Q3 25 | 112.1% | 3.6% | ||
| Q2 25 | 7.7% | 2.2% | ||
| Q1 25 | 203.5% | 1.9% | ||
| Q4 24 | -152.6% | 4.8% | ||
| Q3 24 | 345.9% | 2.5% | ||
| Q2 24 | -2.9% | 1.6% | ||
| Q1 24 | 150.1% | 1.6% |
每股收益（稀释后）AOMRCBRE
| Q4 25 | $0.44 | $1.38 | ||
| Q3 25 | $0.46 | $1.21 | ||
| Q2 25 | $0.03 | $0.72 | ||
| Q1 25 | $0.87 | $0.54 | ||
| Q4 24 | $-0.62 | $1.58 | ||
| Q3 24 | $1.29 | $0.73 | ||
| Q2 24 | $-0.01 | $0.42 | ||
| Q1 24 | $0.51 | $0.41 |
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 | $1.9B |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $267.5M | $8.9B |
| 总资产 | $2.7B | $30.9B |
| 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AOMRCBRE
| Q4 25 | $41.6M | $1.9B | ||
| Q3 25 | $51.6M | $1.7B | ||
| Q2 25 | $40.5M | $1.4B | ||
| Q1 25 | $38.7M | $1.4B | ||
| Q4 24 | $40.8M | $1.1B | ||
| Q3 24 | $42.1M | $1.0B | ||
| Q2 24 | $44.0M | $928.0M | ||
| Q1 24 | $39.4M | $1.0B |
总债务AOMRCBRE
| 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AOMRCBRE
| Q4 25 | $267.5M | $8.9B | ||
| Q3 25 | $264.2M | $8.5B | ||
| Q2 25 | $246.4M | $8.3B | ||
| Q1 25 | $251.5M | $8.3B | ||
| Q4 24 | $239.0M | $8.4B | ||
| Q3 24 | $265.1M | $8.7B | ||
| Q2 24 | $255.8M | $8.4B | ||
| Q1 24 | $263.3M | $8.3B |
总资产AOMRCBRE
| Q4 25 | $2.7B | $30.9B | ||
| Q3 25 | $2.6B | $28.6B | ||
| Q2 25 | $2.6B | $27.7B | ||
| Q1 25 | $2.7B | $26.4B | ||
| Q4 24 | $2.3B | $24.4B | ||
| Q3 24 | $2.3B | $24.8B | ||
| Q2 24 | $2.1B | $23.5B | ||
| Q1 24 | $2.3B | $23.0B |
负债/权益比AOMRCBRE
| 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 | $1.2B |
| 自由现金流经营现金流 - 资本支出 | — | $1.1B |
| 自由现金流率自由现金流/营收 | — | 9.4% |
| 资本支出强度资本支出/营收 | — | 1.3% |
| 现金转化率经营现金流/净利润 | -4.64× | 2.94× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流AOMRCBRE
| Q4 25 | $-52.5M | $1.2B | ||
| Q3 25 | $-173.4M | $827.0M | ||
| Q2 25 | $20.6M | $57.0M | ||
| Q1 25 | $-201.7M | $-546.0M | ||
| Q4 24 | $-25.1M | $1.3B | ||
| Q3 24 | $-212.4M | $573.0M | ||
| Q2 24 | $-24.2M | $287.0M | ||
| Q1 24 | $40.2M | $-492.0M |
自由现金流AOMRCBRE
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $743.0M | ||
| Q2 25 | — | $-17.0M | ||
| Q1 25 | — | $-610.0M | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $494.0M | ||
| Q2 24 | — | $220.0M | ||
| Q1 24 | — | $-560.0M |
自由现金流率AOMRCBRE
| Q4 25 | — | 9.4% | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | — | -0.2% | ||
| Q1 25 | — | -7.0% | ||
| Q4 24 | — | 12.2% | ||
| Q3 24 | — | 5.6% | ||
| Q2 24 | — | 2.7% | ||
| Q1 24 | — | -7.2% |
资本支出强度AOMRCBRE
| Q4 25 | — | 1.3% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | 0.9% |
现金转化率AOMRCBRE
| Q4 25 | -4.64× | 2.94× | ||
| Q3 25 | -15.19× | 2.28× | ||
| Q2 25 | 26.92× | 0.27× | ||
| Q1 25 | -9.83× | -3.35× | ||
| Q4 24 | — | 2.75× | ||
| Q3 24 | -6.81× | 2.55× | ||
| Q2 24 | — | 2.21× | ||
| Q1 24 | 3.12× | -3.90× |
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
CBRE
| Other | $5.8B | 51% |
| Project Management Segment | $2.2B | 19% |
| Advisory Leasing | $1.5B | 13% |
| Advisory Sales | $756.0M | 7% |
| Property Management | $695.0M | 6% |
| Investment Management Property Management Brokerage And Other Professional Services | $156.0M | 1% |
| Commercial Mortgage Origination | $95.0M | 1% |
| Other Portfolio Services | $87.0M | 1% |
| Loan Servicing | $73.0M | 1% |
| Real Estate Development Services | $60.0M | 1% |
