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Angel Oak Mortgage REIT, Inc.(AOMR)与Crown Castle(CCI)财务数据对比。点击上方公司名可切换其他公司
Crown Castle的季度营收约是Angel Oak Mortgage REIT, Inc.的92.7倍($1.0B vs $10.9M)。Angel Oak Mortgage REIT, Inc.净利率更高(103.9% vs 77.2%,领先26.7%)。Angel Oak Mortgage REIT, Inc.同比增速更快(10.4% vs -4.8%)。过去两年Crown Castle的营收复合增速更高(368.6% 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。
Crown Castle Inc.是总部位于美国得克萨斯州休斯敦的房地产投资信托企业,同时是美国共享通信基础设施服务商,在全球设有100个办事处,旗下拥有超4万座信号塔、约8.5万英里光纤线路,为小基站及光纤系统提供网络支撑。
AOMR vs CCI — 直观对比
营收规模更大
CCI
是对方的92.7倍
$10.9M
营收增速更快
AOMR
高出15.2%
-4.8%
净利率更高
AOMR
高出26.7%
77.2%
两年增速更快
CCI
近两年复合增速
12.7%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $10.9M | $1.0B |
| 净利润 | $11.3M | $780.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 103.9% | 77.2% |
| 营收同比 | 10.4% | -4.8% |
| 净利润同比 | 175.2% | 76.0% |
| 每股收益(稀释后) | $0.44 | $1.80 |
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
AOMR
CCI
| Q1 26 | — | $1.0B | ||
| Q4 25 | $10.9M | $53.0M | ||
| Q3 25 | $10.2M | $60.0M | ||
| Q2 25 | $9.9M | $52.0M | ||
| Q1 25 | $10.1M | $50.0M | ||
| Q4 24 | $9.9M | $52.0M | ||
| Q3 24 | $9.0M | $59.0M | ||
| Q2 24 | $9.5M | $46.0M |
净利润
AOMR
CCI
| Q1 26 | — | $780.0M | ||
| Q4 25 | $11.3M | $294.0M | ||
| Q3 25 | $11.4M | $323.0M | ||
| Q2 25 | $767.0K | $291.0M | ||
| Q1 25 | $20.5M | $-464.0M | ||
| Q4 24 | $-15.1M | $-4.8B | ||
| Q3 24 | $31.2M | $303.0M | ||
| Q2 24 | $-273.0K | $251.0M |
毛利率
AOMR
CCI
| Q1 26 | — | — | ||
| Q4 25 | — | 47.2% | ||
| Q3 25 | — | 50.0% | ||
| Q2 25 | — | 48.1% | ||
| Q1 25 | — | 44.0% | ||
| Q4 24 | — | 46.2% | ||
| Q3 24 | — | 49.2% | ||
| Q2 24 | — | 41.3% |
营业利润率
AOMR
CCI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -152.6% | -8663.5% | ||
| Q3 24 | — | — | ||
| Q2 24 | -1.4% | — |
净利率
AOMR
CCI
| Q1 26 | — | 77.2% | ||
| Q4 25 | 103.9% | 554.7% | ||
| Q3 25 | 112.1% | 538.3% | ||
| Q2 25 | 7.7% | 559.6% | ||
| Q1 25 | 203.5% | -928.0% | ||
| Q4 24 | -152.6% | -9169.2% | ||
| Q3 24 | 345.9% | 513.6% | ||
| Q2 24 | -2.9% | 545.7% |
每股收益(稀释后)
AOMR
CCI
| Q1 26 | — | $1.80 | ||
| Q4 25 | $0.44 | $0.67 | ||
| Q3 25 | $0.46 | $0.74 | ||
| Q2 25 | $0.03 | $0.67 | ||
| Q1 25 | $0.87 | $-1.07 | ||
| Q4 24 | $-0.62 | $-10.97 | ||
| Q3 24 | $1.29 | $0.70 | ||
| Q2 24 | $-0.01 | $0.58 |
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 | $55.0K |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $267.5M | — |
| 总资产 | $2.7B | $31.4M |
| 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
AOMR
CCI
| Q1 26 | — | $55.0K | ||
| Q4 25 | $41.6M | $99.0M | ||
| Q3 25 | $51.6M | $57.0M | ||
| Q2 25 | $40.5M | $94.0M | ||
| Q1 25 | $38.7M | $60.0M | ||
| Q4 24 | $40.8M | $119.0M | ||
| Q3 24 | $42.1M | $194.0M | ||
| Q2 24 | $44.0M | $155.0M |
总债务
AOMR
CCI
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $21.6B | ||
| Q3 25 | $2.2B | $21.6B | ||
| Q2 25 | — | $22.0B | ||
| Q1 25 | — | $22.9B | ||
| Q4 24 | $1.8B | $23.5B | ||
| Q3 24 | — | $23.5B | ||
| Q2 24 | — | $22.9B |
股东权益
AOMR
CCI
| Q1 26 | — | — | ||
| Q4 25 | $267.5M | $-1.6B | ||
| Q3 25 | $264.2M | $-1.5B | ||
| Q2 25 | $246.4M | $-1.4B | ||
| Q1 25 | $251.5M | $-1.3B | ||
| Q4 24 | $239.0M | $-133.0M | ||
| Q3 24 | $265.1M | $5.3B | ||
| Q2 24 | $255.8M | $5.7B |
总资产
AOMR
CCI
| Q1 26 | — | $31.4M | ||
| Q4 25 | $2.7B | $31.5B | ||
| Q3 25 | $2.6B | $31.5B | ||
| Q2 25 | $2.6B | $31.6B | ||
| Q1 25 | $2.7B | $31.8B | ||
| Q4 24 | $2.3B | $32.7B | ||
| Q3 24 | $2.3B | $38.0B | ||
| Q2 24 | $2.1B | $38.2B |
负债/权益比
AOMR
CCI
| Q1 26 | — | — | ||
| Q4 25 | 8.51× | — | ||
| Q3 25 | 8.37× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 7.62× | — | ||
| Q3 24 | — | 4.43× | ||
| Q2 24 | — | 4.04× |
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 | — | $-43.0M |
| 自由现金流率自由现金流/营收 | — | -4.3% |
| 资本支出强度资本支出/营收 | — | 14.9% |
| 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 | — | $2.2B |
8季度趋势,按日历期对齐
经营现金流
AOMR
CCI
| Q1 26 | — | — | ||
| Q4 25 | $-52.5M | $870.0M | ||
| Q3 25 | $-173.4M | $714.0M | ||
| Q2 25 | $20.6M | $832.0M | ||
| Q1 25 | $-201.7M | $641.0M | ||
| Q4 24 | $-25.1M | $877.0M | ||
| Q3 24 | $-212.4M | $699.0M | ||
| Q2 24 | $-24.2M | $768.0M |
自由现金流
AOMR
CCI
| Q1 26 | — | $-43.0M | ||
| Q4 25 | — | $811.0M | ||
| Q3 25 | — | $671.0M | ||
| Q2 25 | — | $792.0M | ||
| Q1 25 | — | $601.0M | ||
| Q4 24 | — | $601.0M | ||
| Q3 24 | — | $402.0M | ||
| Q2 24 | — | $439.0M |
自由现金流率
AOMR
CCI
| Q1 26 | — | -4.3% | ||
| Q4 25 | — | 1530.2% | ||
| Q3 25 | — | 1118.3% | ||
| Q2 25 | — | 1523.1% | ||
| Q1 25 | — | 1202.0% | ||
| Q4 24 | — | 1155.8% | ||
| Q3 24 | — | 681.4% | ||
| Q2 24 | — | 954.3% |
资本支出强度
AOMR
CCI
| Q1 26 | — | 14.9% | ||
| Q4 25 | — | 111.3% | ||
| Q3 25 | — | 71.7% | ||
| Q2 25 | — | 76.9% | ||
| Q1 25 | — | 80.0% | ||
| Q4 24 | — | 530.8% | ||
| Q3 24 | — | 503.4% | ||
| Q2 24 | — | 715.2% |
现金转化率
AOMR
CCI
| Q1 26 | — | — | ||
| Q4 25 | -4.64× | 2.96× | ||
| Q3 25 | -15.19× | 2.21× | ||
| Q2 25 | 26.92× | 2.86× | ||
| Q1 25 | -9.83× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -6.81× | 2.31× | ||
| Q2 24 | — | 3.06× |
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
CCI
| Site rental | $961.0M | 95% |
| Services and other | $49.0M | 5% |