vs
Aveanna Healthcare Holdings, Inc.（AVAH）与PIPER SANDLER COMPANIES（PIPR）财务数据对比。点击上方公司名可切换其他公司
PIPER SANDLER COMPANIES的季度营收约是Aveanna Healthcare Holdings, Inc.的1.1倍（$667.0M vs $621.9M），PIPER SANDLER COMPANIES净利率更高（17.1% vs 2.3%，领先14.8%），PIPER SANDLER COMPANIES同比增速更快（37.4% vs 22.2%），过去两年PIPER SANDLER COMPANIES的营收复合增速更高（39.2% 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。
Piper Sandler是一家美国跨国投资银行及金融服务提供商，核心业务覆盖并购重组、财务重整、公开募股、公共财政、机构经纪、投资管理、证券研究等领域，通过旗下核心子公司Piper Sandler & Co.为企业、机构投资者及公共组织提供专业金融服务。
AVAH vs PIPR — 直观对比
营收规模更大
PIPR
是对方的1.1倍
$621.9M
营收增速更快
PIPR
高出15.2%
22.2%
净利率更高
PIPR
高出14.8%
2.3%
两年增速更快
PIPR
近两年复合增速
14.0%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $621.9M | $667.0M |
| 净利润 | $14.1M | $114.0M |
| 毛利率 | 32.6% | — |
| 营业利润率 | 8.6% | 28.3% |
| 净利率 | 2.3% | 17.1% |
| 营收同比 | 22.2% | 37.4% |
| 净利润同比 | 132.8% | 65.0% |
| 每股收益（稀释后） | $0.06 | $6.41 |
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AVAHPIPR
| Q4 25 | — | $667.0M | ||
| Q3 25 | $621.9M | $480.1M | ||
| Q2 25 | $589.6M | $398.6M | ||
| Q1 25 | $559.2M | $358.6M | ||
| Q4 24 | $519.9M | $485.4M | ||
| Q3 24 | $509.0M | $360.9M | ||
| Q2 24 | $505.0M | $340.8M | ||
| Q1 24 | $490.7M | $344.4M |
净利润AVAHPIPR
| Q4 25 | — | $114.0M | ||
| Q3 25 | $14.1M | $60.3M | ||
| Q2 25 | $27.0M | $42.2M | ||
| Q1 25 | $5.2M | $64.9M | ||
| Q4 24 | $29.2M | $69.1M | ||
| Q3 24 | $-42.8M | $34.8M | ||
| Q2 24 | $13.9M | $34.8M | ||
| Q1 24 | $-11.2M | $42.5M |
毛利率AVAHPIPR
| Q4 25 | — | — | ||
| Q3 25 | 32.6% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 32.8% | — | ||
| Q4 24 | 33.0% | — | ||
| Q3 24 | 31.4% | — | ||
| Q2 24 | 31.3% | — | ||
| Q1 24 | 29.7% | — |
营业利润率AVAHPIPR
| Q4 25 | — | 28.3% | ||
| Q3 25 | 8.6% | 22.4% | ||
| Q2 25 | 13.6% | 12.3% | ||
| Q1 25 | 9.3% | 8.2% | ||
| Q4 24 | 8.8% | 16.9% | ||
| Q3 24 | 6.7% | 15.4% | ||
| Q2 24 | 7.4% | 8.3% | ||
| Q1 24 | 4.7% | 15.2% |
净利率AVAHPIPR
| Q4 25 | — | 17.1% | ||
| Q3 25 | 2.3% | 12.6% | ||
| Q2 25 | 4.6% | 10.6% | ||
| Q1 25 | 0.9% | 18.1% | ||
| Q4 24 | 5.6% | 14.2% | ||
| Q3 24 | -8.4% | 9.6% | ||
| Q2 24 | 2.8% | 10.2% | ||
| Q1 24 | -2.3% | 12.3% |
每股收益（稀释后）AVAHPIPR
| Q4 25 | — | $6.41 | ||
| Q3 25 | $0.06 | $3.38 | ||
| Q2 25 | $0.13 | $2.38 | ||
| Q1 25 | $0.03 | $3.65 | ||
| Q4 24 | $0.15 | $3.88 | ||
| Q3 24 | $-0.22 | $1.96 | ||
| Q2 24 | $0.07 | $1.97 | ||
| Q1 24 | $-0.06 | $2.43 |
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 | — |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $9.2M | $1.4B |
| 总资产 | $1.8B | $2.6B |
| 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AVAHPIPR
| Q4 25 | — | — | ||
| Q3 25 | $145.9M | — | ||
| Q2 25 | $100.7M | — | ||
| Q1 25 | $71.5M | — | ||
| Q4 24 | $84.3M | — | ||
| Q3 24 | $78.5M | — | ||
| Q2 24 | $47.7M | — | ||
| Q1 24 | $42.6M | — |
总债务AVAHPIPR
| 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AVAHPIPR
| Q4 25 | — | $1.4B | ||
| Q3 25 | $9.2M | $1.3B | ||
| Q2 25 | $-12.0M | $1.2B | ||
| Q1 25 | $-100.1M | $1.2B | ||
| Q4 24 | $-123.6M | $1.2B | ||
| Q3 24 | $-156.4M | $1.2B | ||
| Q2 24 | $-119.0M | $1.1B | ||
| Q1 24 | $-136.3M | $1.1B |
总资产AVAHPIPR
| Q4 25 | — | $2.6B | ||
| Q3 25 | $1.8B | $2.2B | ||
| Q2 25 | $1.8B | $2.0B | ||
| Q1 25 | $1.7B | $1.8B | ||
| Q4 24 | $1.7B | $2.3B | ||
| Q3 24 | $1.6B | $2.0B | ||
| Q2 24 | $1.7B | $1.9B | ||
| Q1 24 | $1.6B | $1.8B |
负债/权益比AVAHPIPR
| 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 | $729.8M |
| 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 | 2.36× | 6.40× |
| 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AVAHPIPR
| Q4 25 | — | $729.8M | ||
| Q3 25 | $33.2M | $31.9M | ||
| Q2 25 | $51.6M | $32.1M | ||
| Q1 25 | $-8.6M | $-207.2M | ||
| Q4 24 | $13.4M | $163.8M | ||
| Q3 24 | $29.4M | $80.1M | ||
| Q2 24 | $1.8M | $266.5M | ||
| Q1 24 | $-12.0M | $-197.2M |
现金转化率AVAHPIPR
| Q4 25 | — | 6.40× | ||
| Q3 25 | 2.36× | 0.53× | ||
| Q2 25 | 1.91× | 0.76× | ||
| Q1 25 | -1.66× | -3.19× | ||
| Q4 24 | 0.46× | 2.37× | ||
| Q3 24 | — | 2.30× | ||
| Q2 24 | 0.13× | 7.66× | ||
| Q1 24 | — | -4.64× |
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% |
PIPR
| Advisory Services | $402.6M | 60% |
| Equities Financing | $66.7M | 10% |
| Equity Salesand Trading | $64.2M | 10% |
| Fixed Income Salesand Trading | $47.9M | 7% |
| Other | $46.7M | 7% |
| Debt Financing | $38.9M | 6% |
