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Invitation Homes（INVH）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
Rivian Automotive, Inc.的季度营收约是Invitation Homes的1.9倍（$1.3B vs $685.3M），Invitation Homes净利率更高（21.1% vs -63.1%，领先84.2%），Invitation Homes同比增速更快（4.0% vs -25.8%），Invitation Homes自由现金流更多（$122.4M vs $-1.1B），过去两年Rivian Automotive, Inc.的营收复合增速更高（3.3% vs 3.0%）
Invitation Homes是纽交所上市企业，总部位于美国得克萨斯州达拉斯市林肯中心大厦，由Dallas B. Tanner出任首席执行官。截至2024年7月，公司在全美16个市场持有约8.4万套独栋出租住宅，是美国规模最大的独栋住宅租赁业主，17%的租金收入来自加利福尼亚州。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
INVH vs RIVN — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $685.3M | $1.3B |
| 净利润 | $144.6M | $-811.0M |
| 毛利率 | — | 9.3% |
| 营业利润率 | — | -64.8% |
| 净利率 | 21.1% | -63.1% |
| 营收同比 | 4.0% | -25.8% |
| 净利润同比 | 1.0% | -9.0% |
| 每股收益（稀释后） | $0.24 | $-0.66 |
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
| Q4 25 | $685.3M | $1.3B | ||
| Q3 25 | $688.2M | $1.6B | ||
| Q2 25 | $681.4M | $1.3B | ||
| Q1 25 | $674.5M | $1.2B | ||
| Q4 24 | $659.1M | $1.7B | ||
| Q3 24 | $660.3M | $874.0M | ||
| Q2 24 | $653.5M | $1.2B | ||
| Q1 24 | $646.0M | $1.2B |
| Q4 25 | $144.6M | $-811.0M | ||
| Q3 25 | $136.7M | $-1.2B | ||
| Q2 25 | $140.9M | $-1.1B | ||
| Q1 25 | $165.7M | $-545.0M | ||
| Q4 24 | $143.1M | $-744.0M | ||
| Q3 24 | $95.3M | $-1.1B | ||
| Q2 24 | $73.2M | $-1.5B | ||
| Q1 24 | $142.3M | $-1.4B |
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | -15.8% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | — | -44.9% | ||
| Q2 24 | — | -38.9% | ||
| Q1 24 | — | -43.8% |
| Q4 25 | — | -64.8% | ||
| Q3 25 | — | -63.1% | ||
| Q2 25 | — | -85.5% | ||
| Q1 25 | — | -52.8% | ||
| Q4 24 | — | -38.1% | ||
| Q3 24 | — | -133.8% | ||
| Q2 24 | — | -118.7% | ||
| Q1 24 | — | -123.3% |
| Q4 25 | 21.1% | -63.1% | ||
| Q3 25 | 19.9% | -75.3% | ||
| Q2 25 | 20.7% | -85.7% | ||
| Q1 25 | 24.6% | -44.0% | ||
| Q4 24 | 21.7% | -42.9% | ||
| Q3 24 | 14.4% | -125.9% | ||
| Q2 24 | 11.2% | -125.8% | ||
| Q1 24 | 22.0% | -120.1% |
| Q4 25 | $0.24 | $-0.66 | ||
| Q3 25 | $0.22 | $-0.96 | ||
| Q2 25 | $0.23 | $-0.97 | ||
| Q1 25 | $0.27 | $-0.48 | ||
| Q4 24 | $0.24 | $-0.67 | ||
| Q3 24 | $0.15 | $-1.08 | ||
| Q2 24 | $0.12 | $-1.46 | ||
| Q1 24 | $0.23 | $-1.48 |
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 | $130.0M | $6.1B |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $9.5B | $4.6B |
| 总资产 | $18.7B | $14.9B |
| 负债/权益比越低杠杆越低 | 0.88× | — |
8季度趋势，按日历期对齐
| Q4 25 | $130.0M | $6.1B | ||
| Q3 25 | $155.4M | $7.1B | ||
| Q2 25 | $65.1M | $7.5B | ||
| Q1 25 | $84.4M | $7.2B | ||
| Q4 24 | $174.5M | $7.7B | ||
| Q3 24 | $1.0B | $6.7B | ||
| Q2 24 | $749.4M | $7.9B | ||
| Q1 24 | $738.1M | $7.9B |
| Q4 25 | $8.4B | — | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $8.2B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.2B | — | ||
| Q3 24 | $9.0B | — | ||
| Q2 24 | $8.5B | $5.5B | ||
| Q1 24 | $8.5B | $4.4B |
| Q4 25 | $9.5B | $4.6B | ||
| Q3 25 | $9.6B | $5.1B | ||
| Q2 25 | $9.7B | $6.1B | ||
| Q1 25 | $9.7B | $6.2B | ||
| Q4 24 | $9.8B | $6.6B | ||
| Q3 24 | $9.9B | $5.9B | ||
| Q2 24 | $10.0B | $6.8B | ||
| Q1 24 | $10.1B | $8.1B |
| Q4 25 | $18.7B | $14.9B | ||
| Q3 25 | $18.8B | $15.2B | ||
| Q2 25 | $18.7B | $15.6B | ||
| Q1 25 | $18.6B | $15.5B | ||
| Q4 24 | $18.7B | $15.4B | ||
| Q3 24 | $19.6B | $14.3B | ||
| Q2 24 | $19.2B | $15.4B | ||
| Q1 24 | $19.2B | $15.7B |
| Q4 25 | 0.88× | — | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.85× | — | ||
| Q1 25 | 0.83× | — | ||
| Q4 24 | 0.84× | — | ||
| Q3 24 | 0.91× | — | ||
| Q2 24 | 0.85× | 0.81× | ||
| Q1 24 | 0.84× | 0.55× |
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 | $128.7M | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $122.4M | $-1.1B |
| 自由现金流率自由现金流/营收 | 17.9% | -89.0% |
| 资本支出强度资本支出/营收 | 0.9% | 36.0% |
| 现金转化率经营现金流/净利润 | 0.89× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | $-2.5B |
8季度趋势，按日历期对齐
| Q4 25 | $128.7M | $-681.0M | ||
| Q3 25 | $394.6M | $26.0M | ||
| Q2 25 | $382.5M | $64.0M | ||
| Q1 25 | $300.5M | $-188.0M | ||
| Q4 24 | $132.8M | $1.2B | ||
| Q3 24 | $313.6M | $-876.0M | ||
| Q2 24 | $369.8M | $-754.0M | ||
| Q1 24 | $265.6M | $-1.3B |
| Q4 25 | $122.4M | $-1.1B | ||
| Q3 25 | $387.8M | $-421.0M | ||
| Q2 25 | $374.4M | $-398.0M | ||
| Q1 25 | $293.3M | $-526.0M | ||
| Q4 24 | $125.0M | $856.0M | ||
| Q3 24 | $305.2M | $-1.2B | ||
| Q2 24 | $363.8M | $-1.0B | ||
| Q1 24 | $257.1M | $-1.5B |
| Q4 25 | 17.9% | -89.0% | ||
| Q3 25 | 56.4% | -27.0% | ||
| Q2 25 | 54.9% | -30.5% | ||
| Q1 25 | 43.5% | -42.4% | ||
| Q4 24 | 19.0% | 49.4% | ||
| Q3 24 | 46.2% | -131.9% | ||
| Q2 24 | 55.7% | -89.6% | ||
| Q1 24 | 39.8% | -126.5% |
| Q4 25 | 0.9% | 36.0% | ||
| Q3 25 | 1.0% | 28.7% | ||
| Q2 25 | 1.2% | 35.5% | ||
| Q1 25 | 1.1% | 27.3% | ||
| Q4 24 | 1.2% | 18.9% | ||
| Q3 24 | 1.3% | 31.7% | ||
| Q2 24 | 0.9% | 24.4% | ||
| Q1 24 | 1.3% | 21.1% |
| Q4 25 | 0.89× | — | ||
| Q3 25 | 2.89× | — | ||
| Q2 25 | 2.71× | — | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 0.93× | — | ||
| Q3 24 | 3.29× | — | ||
| Q2 24 | 5.05× | — | ||
| Q1 24 | 1.87× | — |
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
INVH
暂无分部数据
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
