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Angel Oak Mortgage REIT, Inc.（AOMR）与Camden Property Trust（CPT）财务数据对比。点击上方公司名可切换其他公司
Angel Oak Mortgage REIT, Inc.的季度营收约是Camden Property Trust的2.1倍（$10.9M vs $5.3M）。Camden Property Trust净利率更高（2954.1% vs 103.9%，领先2850.2%）。Camden Property Trust同比增速更快（243.0% vs 10.4%）。过去两年Camden Property Trust的营收复合增速更高（102.8% 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。
Camden Property Trust是一家公开上市的房地产投资信托，专注于投资美国公寓类物业。截至2023年12月31日，公司持有美国176个公寓社区的权益，合计拥有5.98万套公寓房源，是美国排名第14位的公寓持有机构。
AOMR vs CPT — 直观对比
营收规模更大
AOMR
是对方的2.1倍
$5.3M
营收增速更快
CPT
高出232.5%
10.4%
净利率更高
CPT
高出2850.2%
103.9%
两年增速更快
CPT
近两年复合增速
12.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $10.9M | $5.3M |
| 净利润 | $11.3M | $156.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 103.9% | 2954.1% |
| 营收同比 | 10.4% | 243.0% |
| 净利润同比 | 175.2% | 283.5% |
| 每股收益（稀释后） | $0.44 | $1.44 |
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AOMRCPT
| Q4 25 | $10.9M | $5.3M | ||
| Q3 25 | $10.2M | $2.6M | ||
| Q2 25 | $9.9M | $2.6M | ||
| Q1 25 | $10.1M | $2.5M | ||
| Q4 24 | $9.9M | $1.5M | ||
| Q3 24 | $9.0M | $1.7M | ||
| Q2 24 | $9.5M | $2.6M | ||
| Q1 24 | $8.6M | $1.3M |
净利润AOMRCPT
| Q4 25 | $11.3M | $156.0M | ||
| Q3 25 | $11.4M | $108.9M | ||
| Q2 25 | $767.0K | $80.7M | ||
| Q1 25 | $20.5M | $38.8M | ||
| Q4 24 | $-15.1M | $40.7M | ||
| Q3 24 | $31.2M | $-4.2M | ||
| Q2 24 | $-273.0K | $42.9M | ||
| Q1 24 | $12.9M | $83.9M |
营业利润率AOMRCPT
| 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AOMRCPT
| Q4 25 | 103.9% | 2954.1% | ||
| Q3 25 | 112.1% | 4246.9% | ||
| Q2 25 | 7.7% | 3063.8% | ||
| Q1 25 | 203.5% | 1561.0% | ||
| Q4 24 | -152.6% | 2642.3% | ||
| Q3 24 | 345.9% | -246.3% | ||
| Q2 24 | -2.9% | 1646.9% | ||
| Q1 24 | 150.1% | 6533.4% |
每股收益（稀释后）AOMRCPT
| Q4 25 | $0.44 | $1.44 | ||
| Q3 25 | $0.46 | $1.00 | ||
| Q2 25 | $0.03 | $0.74 | ||
| Q1 25 | $0.87 | $0.36 | ||
| Q4 24 | $-0.62 | $0.37 | ||
| Q3 24 | $1.29 | $-0.04 | ||
| Q2 24 | $-0.01 | $0.40 | ||
| Q1 24 | $0.51 | $0.77 |
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 | $25.2M |
| 总债务越低越好 | $2.3B | $3.9B |
| 股东权益账面价值 | $267.5M | $4.4B |
| 总资产 | $2.7B | $9.0B |
| 负债/权益比越低杠杆越低 | 8.51× | 0.89× |
8季度趋势，按日历期对齐
现金及短期投资AOMRCPT
| Q4 25 | $41.6M | $25.2M | ||
| Q3 25 | $51.6M | $25.9M | ||
| Q2 25 | $40.5M | $33.1M | ||
| Q1 25 | $38.7M | $26.2M | ||
| Q4 24 | $40.8M | $21.0M | ||
| Q3 24 | $42.1M | $31.2M | ||
| Q2 24 | $44.0M | $93.9M | ||
| Q1 24 | $39.4M | $92.7M |
总债务AOMRCPT
| Q4 25 | $2.3B | $3.9B | ||
| Q3 25 | $2.2B | $3.7B | ||
| Q2 25 | — | $3.8B | ||
| Q1 25 | — | $3.7B | ||
| Q4 24 | $1.8B | $3.5B | ||
| Q3 24 | — | $3.5B | ||
| Q2 24 | — | $3.6B | ||
| Q1 24 | — | $3.6B |
股东权益AOMRCPT
| Q4 25 | $267.5M | $4.4B | ||
| Q3 25 | $264.2M | $4.5B | ||
| Q2 25 | $246.4M | $4.6B | ||
| Q1 25 | $251.5M | $4.6B | ||
| Q4 24 | $239.0M | $4.7B | ||
| Q3 24 | $265.1M | $4.7B | ||
| Q2 24 | $255.8M | $4.9B | ||
| Q1 24 | $263.3M | $4.9B |
总资产AOMRCPT
| Q4 25 | $2.7B | $9.0B | ||
| Q3 25 | $2.6B | $9.1B | ||
| Q2 25 | $2.6B | $9.1B | ||
| Q1 25 | $2.7B | $9.0B | ||
| Q4 24 | $2.3B | $8.9B | ||
| Q3 24 | $2.3B | $8.9B | ||
| Q2 24 | $2.1B | $9.1B | ||
| Q1 24 | $2.3B | $9.1B |
负债/权益比AOMRCPT
| Q4 25 | 8.51× | 0.89× | ||
| Q3 25 | 8.37× | 0.82× | ||
| Q2 25 | — | 0.83× | ||
| Q1 25 | — | 0.81× | ||
| Q4 24 | 7.62× | 0.75× | ||
| Q3 24 | — | 0.73× | ||
| Q2 24 | — | 0.73× | ||
| Q1 24 | — | 0.72× |
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 | $196.8M |
| 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× | 1.26× |
| 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AOMRCPT
| Q4 25 | $-52.5M | $196.8M | ||
| Q3 25 | $-173.4M | $250.9M | ||
| Q2 25 | $20.6M | $230.7M | ||
| Q1 25 | $-201.7M | $148.2M | ||
| Q4 24 | $-25.1M | $152.4M | ||
| Q3 24 | $-212.4M | $261.6M | ||
| Q2 24 | $-24.2M | $225.1M | ||
| Q1 24 | $40.2M | $135.9M |
现金转化率AOMRCPT
| Q4 25 | -4.64× | 1.26× | ||
| Q3 25 | -15.19× | 2.30× | ||
| Q2 25 | 26.92× | 2.86× | ||
| Q1 25 | -9.83× | 3.82× | ||
| Q4 24 | — | 3.74× | ||
| Q3 24 | -6.81× | — | ||
| Q2 24 | — | 5.24× | ||
| Q1 24 | 3.12× | 1.62× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
