vs
Aveanna Healthcare Holdings, Inc.（AVAH）与Hims & Hers Health, Inc.（HIMS）财务数据对比。点击上方公司名可切换其他公司
Aveanna Healthcare Holdings, Inc.的季度营收约是Hims & Hers Health, Inc.的1.0倍（$621.9M vs $617.8M），Hims & Hers Health, Inc.净利率更高（3.3% vs 2.3%，领先1.1%），Hims & Hers Health, Inc.同比增速更快（28.4% vs 22.2%），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% vs 14.0%）
Aveanna Healthcare Holdings, Inc.是美国领先的家庭及社区医疗服务提供商，核心业务覆盖儿科家庭护理、成人个人照护、临终关怀、输液治疗等领域，通过覆盖全美的本地护理中心网络为各地患者提供服务，服务对象涵盖公共及私人付费群体。
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业，面向消费者提供处方药品、非处方药物以及各类个人护理产品，依托线上服务模式为用户打造便捷的健康消费渠道，覆盖日常医疗、个护等多场景需求。
AVAH vs HIMS — 直观对比
营收规模更大
AVAH
是对方的1.0倍
$617.8M
营收增速更快
HIMS
高出6.2%
22.2%
净利率更高
HIMS
高出1.1%
2.3%
两年增速更快
HIMS
近两年复合增速
14.0%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $621.9M | $617.8M |
| 净利润 | $14.1M | $20.6M |
| 毛利率 | 32.6% | 71.9% |
| 营业利润率 | 8.6% | 1.5% |
| 净利率 | 2.3% | 3.3% |
| 营收同比 | 22.2% | 28.4% |
| 净利润同比 | 132.8% | -20.8% |
| 每股收益（稀释后） | $0.06 | $0.08 |
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AVAHHIMS
| Q4 25 | — | $617.8M | ||
| Q3 25 | $621.9M | $599.0M | ||
| Q2 25 | $589.6M | $544.8M | ||
| Q1 25 | $559.2M | $586.0M | ||
| Q4 24 | $519.9M | $481.1M | ||
| Q3 24 | $509.0M | $401.6M | ||
| Q2 24 | $505.0M | $315.6M | ||
| Q1 24 | $490.7M | $278.2M |
净利润AVAHHIMS
| Q4 25 | — | $20.6M | ||
| Q3 25 | $14.1M | $15.8M | ||
| Q2 25 | $27.0M | $42.5M | ||
| Q1 25 | $5.2M | $49.5M | ||
| Q4 24 | $29.2M | $26.0M | ||
| Q3 24 | $-42.8M | $75.6M | ||
| Q2 24 | $13.9M | $13.3M | ||
| Q1 24 | $-11.2M | $11.1M |
毛利率AVAHHIMS
| Q4 25 | — | 71.9% | ||
| Q3 25 | 32.6% | 73.8% | ||
| Q2 25 | 35.8% | 76.4% | ||
| Q1 25 | 32.8% | 73.5% | ||
| Q4 24 | 33.0% | 76.8% | ||
| Q3 24 | 31.4% | 79.2% | ||
| Q2 24 | 31.3% | 81.3% | ||
| Q1 24 | 29.7% | 82.4% |
营业利润率AVAHHIMS
| Q4 25 | — | 1.5% | ||
| Q3 25 | 8.6% | 2.0% | ||
| Q2 25 | 13.6% | 4.9% | ||
| Q1 25 | 9.3% | 9.9% | ||
| Q4 24 | 8.8% | 3.9% | ||
| Q3 24 | 6.7% | 5.6% | ||
| Q2 24 | 7.4% | 3.5% | ||
| Q1 24 | 4.7% | 3.6% |
净利率AVAHHIMS
| Q4 25 | — | 3.3% | ||
| Q3 25 | 2.3% | 2.6% | ||
| Q2 25 | 4.6% | 7.8% | ||
| Q1 25 | 0.9% | 8.4% | ||
| Q4 24 | 5.6% | 5.4% | ||
| Q3 24 | -8.4% | 18.8% | ||
| Q2 24 | 2.8% | 4.2% | ||
| Q1 24 | -2.3% | 4.0% |
每股收益（稀释后）AVAHHIMS
| Q4 25 | — | $0.08 | ||
| Q3 25 | $0.06 | $0.06 | ||
| Q2 25 | $0.13 | $0.17 | ||
| Q1 25 | $0.03 | $0.20 | ||
| Q4 24 | $0.15 | $0.10 | ||
| Q3 24 | $-0.22 | $0.32 | ||
| Q2 24 | $0.07 | $0.06 | ||
| Q1 24 | $-0.06 | $0.05 |
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 | $145.9M | $228.6M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $9.2M | $540.9M |
| 总资产 | $1.8B | $2.2B |
| 负债/权益比越低杠杆越低 | 141.83× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAHHIMS
| Q4 25 | — | $228.6M | ||
| Q3 25 | $145.9M | $345.8M | ||
| Q2 25 | $100.7M | $1.1B | ||
| Q1 25 | $71.5M | $273.7M | ||
| Q4 24 | $84.3M | $220.6M | ||
| Q3 24 | $78.5M | $165.5M | ||
| Q2 24 | $47.7M | $129.3M | ||
| Q1 24 | $42.6M | $105.2M |
总债务AVAHHIMS
| Q4 25 | — | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
股东权益AVAHHIMS
| Q4 25 | — | $540.9M | ||
| Q3 25 | $9.2M | $581.0M | ||
| Q2 25 | $-12.0M | $562.7M | ||
| Q1 25 | $-100.1M | $549.3M | ||
| Q4 24 | $-123.6M | $476.7M | ||
| Q3 24 | $-156.4M | $440.1M | ||
| Q2 24 | $-119.0M | $362.0M | ||
| Q1 24 | $-136.3M | $344.5M |
总资产AVAHHIMS
| Q4 25 | — | $2.2B | ||
| Q3 25 | $1.8B | $2.2B | ||
| Q2 25 | $1.8B | $1.9B | ||
| Q1 25 | $1.7B | $891.7M | ||
| Q4 24 | $1.7B | $707.5M | ||
| Q3 24 | $1.6B | $602.3M | ||
| Q2 24 | $1.7B | $480.5M | ||
| Q1 24 | $1.6B | $448.1M |
负债/权益比AVAHHIMS
| Q4 25 | — | — | ||
| Q3 25 | 141.83× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $33.2M | $61.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-2.5M |
| 自由现金流率自由现金流/营收 | — | -0.4% |
| 资本支出强度资本支出/营收 | — | 10.3% |
| 现金转化率经营现金流/净利润 | 2.36× | 2.98× |
| 过去12个月自由现金流最近4个季度 | — | $57.4M |
8季度趋势，按日历期对齐
经营现金流AVAHHIMS
| Q4 25 | — | $61.3M | ||
| Q3 25 | $33.2M | $148.7M | ||
| Q2 25 | $51.6M | $-19.1M | ||
| Q1 25 | $-8.6M | $109.1M | ||
| Q4 24 | $13.4M | $86.4M | ||
| Q3 24 | $29.4M | $85.3M | ||
| Q2 24 | $1.8M | $53.6M | ||
| Q1 24 | $-12.0M | $25.8M |
自由现金流AVAHHIMS
| Q4 25 | — | $-2.5M | ||
| Q3 25 | — | $79.3M | ||
| Q2 25 | — | $-69.5M | ||
| Q1 25 | — | $50.1M | ||
| Q4 24 | — | $59.5M | ||
| Q3 24 | — | $79.4M | ||
| Q2 24 | — | $47.6M | ||
| Q1 24 | — | $11.8M |
自由现金流率AVAHHIMS
| Q4 25 | — | -0.4% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | — | -12.8% | ||
| Q1 25 | — | 8.5% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 19.8% | ||
| Q2 24 | — | 15.1% | ||
| Q1 24 | — | 4.3% |
资本支出强度AVAHHIMS
| Q4 25 | — | 10.3% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | — | 10.1% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.9% | ||
| Q1 24 | — | 5.0% |
现金转化率AVAHHIMS
| Q4 25 | — | 2.98× | ||
| Q3 25 | 2.36× | 9.43× | ||
| Q2 25 | 1.91× | -0.45× | ||
| Q1 25 | -1.66× | 2.20× | ||
| Q4 24 | 0.46× | 3.32× | ||
| Q3 24 | — | 1.13× | ||
| Q2 24 | 0.13× | 4.03× | ||
| Q1 24 | — | 2.32× |
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
AVAH
| Private Duty Services | $514.4M | 83% |
| Home Health And Hospice | $62.4M | 10% |
| Medical Solutions | $45.1M | 7% |
HIMS
暂无分部数据
