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Angel Oak Mortgage REIT, Inc.（AOMR）与Urban Edge Properties（UE）财务数据对比。点击上方公司名可切换其他公司
Urban Edge Properties的季度营收约是Angel Oak Mortgage REIT, Inc.的11.0倍（$119.6M vs $10.9M）。Angel Oak Mortgage REIT, Inc.净利率更高（103.9% vs 10.4%，领先93.5%）。Angel Oak Mortgage REIT, Inc.同比增速更快（10.4% vs 2.7%）。过去两年Angel Oak Mortgage REIT, Inc.的营收复合增速更高（12.7% vs 4.4%）
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。
Urban Edge Properties是一家上市房地产投资信托，主要在美国人口密集的城市及郊区市场持有、运营和开发优质零售及混合用途物业，投资组合涵盖生鲜超市锚定的购物中心、生活类商业网点等面向本地社区的资产。
AOMR vs UE — 直观对比
营收规模更大
UE
是对方的11.0倍
$10.9M
营收增速更快
AOMR
高出7.7%
2.7%
净利率更高
AOMR
高出93.5%
10.4%
两年增速更快
AOMR
近两年复合增速
4.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $10.9M | $119.6M |
| 净利润 | $11.3M | $12.4M |
| 毛利率 | — | — |
| 营业利润率 | — | 11.3% |
| 净利率 | 103.9% | 10.4% |
| 营收同比 | 10.4% | 2.7% |
| 净利润同比 | 175.2% | -58.8% |
| 每股收益（稀释后） | $0.44 | $0.09 |
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AOMRUE
| Q4 25 | $10.9M | $119.6M | ||
| Q3 25 | $10.2M | $120.1M | ||
| Q2 25 | $9.9M | $114.1M | ||
| Q1 25 | $10.1M | $118.2M | ||
| Q4 24 | $9.9M | $116.4M | ||
| Q3 24 | $9.0M | $112.4M | ||
| Q2 24 | $9.5M | $106.5M | ||
| Q1 24 | $8.6M | $109.6M |
净利润AOMRUE
| Q4 25 | $11.3M | $12.4M | ||
| Q3 25 | $11.4M | $14.9M | ||
| Q2 25 | $767.0K | $58.0M | ||
| Q1 25 | $20.5M | $8.2M | ||
| Q4 24 | $-15.1M | $30.1M | ||
| Q3 24 | $31.2M | $9.1M | ||
| Q2 24 | $-273.0K | $30.8M | ||
| Q1 24 | $12.9M | $2.6M |
营业利润率AOMRUE
| Q4 25 | — | 11.3% | ||
| Q3 25 | — | 13.4% | ||
| Q2 25 | 7.7% | 53.9% | ||
| Q1 25 | — | 7.6% | ||
| Q4 24 | -152.6% | 27.6% | ||
| Q3 24 | — | 8.9% | ||
| Q2 24 | -1.4% | 30.6% | ||
| Q1 24 | — | 2.8% |
净利率AOMRUE
| Q4 25 | 103.9% | 10.4% | ||
| Q3 25 | 112.1% | 12.4% | ||
| Q2 25 | 7.7% | 50.8% | ||
| Q1 25 | 203.5% | 6.9% | ||
| Q4 24 | -152.6% | 25.9% | ||
| Q3 24 | 345.9% | 8.1% | ||
| Q2 24 | -2.9% | 28.9% | ||
| Q1 24 | 150.1% | 2.4% |
每股收益（稀释后）AOMRUE
| Q4 25 | $0.44 | $0.09 | ||
| Q3 25 | $0.46 | $0.12 | ||
| Q2 25 | $0.03 | $0.46 | ||
| Q1 25 | $0.87 | $0.07 | ||
| Q4 24 | $-0.62 | $0.25 | ||
| Q3 24 | $1.29 | $0.07 | ||
| Q2 24 | $-0.01 | $0.26 | ||
| Q1 24 | $0.51 | $0.02 |
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 | $48.9M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $267.5M | $1.4B |
| 总资产 | $2.7B | $3.3B |
| 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AOMRUE
| Q4 25 | $41.6M | $48.9M | ||
| Q3 25 | $51.6M | $77.8M | ||
| Q2 25 | $40.5M | $53.0M | ||
| Q1 25 | $38.7M | $48.0M | ||
| Q4 24 | $40.8M | $41.4M | ||
| Q3 24 | $42.1M | $67.9M | ||
| Q2 24 | $44.0M | $78.6M | ||
| Q1 24 | $39.4M | $67.3M |
总债务AOMRUE
| 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AOMRUE
| Q4 25 | $267.5M | $1.4B | ||
| Q3 25 | $264.2M | $1.4B | ||
| Q2 25 | $246.4M | $1.4B | ||
| Q1 25 | $251.5M | $1.4B | ||
| Q4 24 | $239.0M | $1.4B | ||
| Q3 24 | $265.1M | $1.3B | ||
| Q2 24 | $255.8M | $1.3B | ||
| Q1 24 | $263.3M | $1.2B |
总资产AOMRUE
| Q4 25 | $2.7B | $3.3B | ||
| Q3 25 | $2.6B | $3.3B | ||
| Q2 25 | $2.6B | $3.3B | ||
| Q1 25 | $2.7B | $3.3B | ||
| Q4 24 | $2.3B | $3.3B | ||
| Q3 24 | $2.3B | $3.2B | ||
| Q2 24 | $2.1B | $3.2B | ||
| Q1 24 | $2.3B | $3.2B |
负债/权益比AOMRUE
| 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 | $51.0M |
| 自由现金流经营现金流 - 资本支出 | — | $24.2M |
| 自由现金流率自由现金流/营收 | — | 20.2% |
| 资本支出强度资本支出/营收 | — | 22.4% |
| 现金转化率经营现金流/净利润 | -4.64× | 4.10× |
| 过去12个月自由现金流最近4个季度 | — | $81.8M |
8季度趋势，按日历期对齐
经营现金流AOMRUE
| Q4 25 | $-52.5M | $51.0M | ||
| Q3 25 | $-173.4M | $55.7M | ||
| Q2 25 | $20.6M | $43.5M | ||
| Q1 25 | $-201.7M | $32.6M | ||
| Q4 24 | $-25.1M | $52.4M | ||
| Q3 24 | $-212.4M | $36.6M | ||
| Q2 24 | $-24.2M | $41.2M | ||
| Q1 24 | $40.2M | $22.9M |
自由现金流AOMRUE
| Q4 25 | — | $24.2M | ||
| Q3 25 | — | $26.1M | ||
| Q2 25 | — | $19.6M | ||
| Q1 25 | — | $11.9M | ||
| Q4 24 | — | $7.8M | ||
| Q3 24 | — | $12.2M | ||
| Q2 24 | — | $19.9M | ||
| Q1 24 | — | $2.7M |
自由现金流率AOMRUE
| Q4 25 | — | 20.2% | ||
| Q3 25 | — | 21.7% | ||
| Q2 25 | — | 17.2% | ||
| Q1 25 | — | 10.0% | ||
| Q4 24 | — | 6.7% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 18.6% | ||
| Q1 24 | — | 2.5% |
资本支出强度AOMRUE
| Q4 25 | — | 22.4% | ||
| Q3 25 | — | 24.6% | ||
| Q2 25 | — | 20.9% | ||
| Q1 25 | — | 17.5% | ||
| Q4 24 | — | 38.4% | ||
| Q3 24 | — | 21.7% | ||
| Q2 24 | — | 20.1% | ||
| Q1 24 | — | 18.4% |
现金转化率AOMRUE
| Q4 25 | -4.64× | 4.10× | ||
| Q3 25 | -15.19× | 3.73× | ||
| Q2 25 | 26.92× | 0.75× | ||
| Q1 25 | -9.83× | 3.97× | ||
| Q4 24 | — | 1.74× | ||
| Q3 24 | -6.81× | 4.03× | ||
| Q2 24 | — | 1.34× | ||
| Q1 24 | 3.12× | 8.81× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
