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Invitation Homes（INVH）与TRINET GROUP, INC.（TNET）财务数据对比。点击上方公司名可切换其他公司
TRINET GROUP, INC.的季度营收约是Invitation Homes的1.8倍（$1.2B vs $685.3M），Invitation Homes同比增速更快（4.0% vs -2.2%），Invitation Homes自由现金流更多（$122.4M vs $43.0M），过去两年Invitation Homes的营收复合增速更高（3.0% vs -0.6%）
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。
TriNet Group, Inc.是一家面向中小企业的专业雇主组织，总部位于加州都柏林，服务员工规模在3至2500人之间的各类机构。可提供薪资管理、健康福利管理服务，还能为客户提供劳动法规合规、风险降低相关咨询，可作为外包人力资源部门为企业分担人事相关事务。
INVH vs TNET — 直观对比
营收规模更大
TNET
是对方的1.8倍
$685.3M
营收增速更快
INVH
高出6.2%
-2.2%
自由现金流更多
INVH
多$79.4M
$43.0M
两年增速更快
INVH
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $685.3M | $1.2B |
| 净利润 | $144.6M | — |
| 毛利率 | — | — |
| 营业利润率 | — | 0.1% |
| 净利率 | 21.1% | — |
| 营收同比 | 4.0% | -2.2% |
| 净利润同比 | 1.0% | — |
| 每股收益（稀释后） | $0.24 | $0.02 |
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INVHTNET
| Q4 25 | $685.3M | $1.2B | ||
| Q3 25 | $688.2M | $1.2B | ||
| Q2 25 | $681.4M | $1.2B | ||
| Q1 25 | $674.5M | $1.3B | ||
| Q4 24 | $659.1M | $1.3B | ||
| Q3 24 | $660.3M | $1.2B | ||
| Q2 24 | $653.5M | $1.2B | ||
| Q1 24 | $646.0M | $1.3B |
净利润INVHTNET
| Q4 25 | $144.6M | — | ||
| Q3 25 | $136.7M | $34.0M | ||
| Q2 25 | $140.9M | $37.0M | ||
| Q1 25 | $165.7M | $85.0M | ||
| Q4 24 | $143.1M | — | ||
| Q3 24 | $95.3M | $45.0M | ||
| Q2 24 | $73.2M | $60.0M | ||
| Q1 24 | $142.3M | $91.0M |
营业利润率INVHTNET
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 4.1% | ||
| Q2 25 | — | 4.1% | ||
| Q1 25 | — | 8.9% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | — | 4.7% | ||
| Q2 24 | — | 6.5% | ||
| Q1 24 | — | 9.7% |
净利率INVHTNET
| Q4 25 | 21.1% | — | ||
| Q3 25 | 19.9% | 2.8% | ||
| Q2 25 | 20.7% | 3.0% | ||
| Q1 25 | 24.6% | 6.6% | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 14.4% | 3.6% | ||
| Q2 24 | 11.2% | 4.9% | ||
| Q1 24 | 22.0% | 7.2% |
每股收益（稀释后）INVHTNET
| Q4 25 | $0.24 | $0.02 | ||
| Q3 25 | $0.22 | $0.70 | ||
| Q2 25 | $0.23 | $0.77 | ||
| Q1 25 | $0.27 | $1.71 | ||
| Q4 24 | $0.24 | $-0.44 | ||
| Q3 24 | $0.15 | $0.89 | ||
| Q2 24 | $0.12 | $1.20 | ||
| Q1 24 | $0.23 | $1.78 |
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 | $287.0M |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $9.5B | $54.0M |
| 总资产 | $18.7B | $3.8B |
| 负债/权益比越低杠杆越低 | 0.88× | — |
8季度趋势，按日历期对齐
现金及短期投资INVHTNET
| Q4 25 | $130.0M | $287.0M | ||
| Q3 25 | $155.4M | $321.0M | ||
| Q2 25 | $65.1M | $407.0M | ||
| Q1 25 | $84.4M | $349.0M | ||
| Q4 24 | $174.5M | $360.0M | ||
| Q3 24 | $1.0B | $301.0M | ||
| Q2 24 | $749.4M | $249.0M | ||
| Q1 24 | $738.1M | $383.0M |
总债务INVHTNET
| 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 | — | ||
| Q1 24 | $8.5B | — |
股东权益INVHTNET
| Q4 25 | $9.5B | $54.0M | ||
| Q3 25 | $9.6B | $110.0M | ||
| Q2 25 | $9.7B | $107.0M | ||
| Q1 25 | $9.7B | $63.0M | ||
| Q4 24 | $9.8B | $69.0M | ||
| Q3 24 | $9.9B | $129.0M | ||
| Q2 24 | $10.0B | $100.0M | ||
| Q1 24 | $10.1B | $143.0M |
总资产INVHTNET
| Q4 25 | $18.7B | $3.8B | ||
| Q3 25 | $18.8B | $3.4B | ||
| Q2 25 | $18.7B | $3.7B | ||
| Q1 25 | $18.6B | $3.8B | ||
| Q4 24 | $18.7B | $4.1B | ||
| Q3 24 | $19.6B | $3.7B | ||
| Q2 24 | $19.2B | $3.7B | ||
| Q1 24 | $19.2B | $4.0B |
负债/权益比INVHTNET
| 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× | — | ||
| Q1 24 | 0.84× | — |
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 | $61.0M |
| 自由现金流经营现金流 - 资本支出 | $122.4M | $43.0M |
| 自由现金流率自由现金流/营收 | 17.9% | 3.4% |
| 资本支出强度资本支出/营收 | 0.9% | 1.4% |
| 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 | $234.0M |
8季度趋势，按日历期对齐
经营现金流INVHTNET
| Q4 25 | $128.7M | $61.0M | ||
| Q3 25 | $394.6M | $72.0M | ||
| Q2 25 | $382.5M | $75.0M | ||
| Q1 25 | $300.5M | $95.0M | ||
| Q4 24 | $132.8M | $65.0M | ||
| Q3 24 | $313.6M | $84.0M | ||
| Q2 24 | $369.8M | $39.0M | ||
| Q1 24 | $265.6M | $91.0M |
自由现金流INVHTNET
| Q4 25 | $122.4M | $43.0M | ||
| Q3 25 | $387.8M | $55.0M | ||
| Q2 25 | $374.4M | $57.0M | ||
| Q1 25 | $293.3M | $79.0M | ||
| Q4 24 | $125.0M | $47.0M | ||
| Q3 24 | $305.2M | $59.0M | ||
| Q2 24 | $363.8M | $22.0M | ||
| Q1 24 | $257.1M | $73.0M |
自由现金流率INVHTNET
| Q4 25 | 17.9% | 3.4% | ||
| Q3 25 | 56.4% | 4.5% | ||
| Q2 25 | 54.9% | 4.6% | ||
| Q1 25 | 43.5% | 6.1% | ||
| Q4 24 | 19.0% | 3.7% | ||
| Q3 24 | 46.2% | 4.8% | ||
| Q2 24 | 55.7% | 1.8% | ||
| Q1 24 | 39.8% | 5.8% |
资本支出强度INVHTNET
| Q4 25 | 0.9% | 1.4% | ||
| Q3 25 | 1.0% | 1.4% | ||
| Q2 25 | 1.2% | 1.5% | ||
| Q1 25 | 1.1% | 1.2% | ||
| Q4 24 | 1.2% | 1.4% | ||
| Q3 24 | 1.3% | 2.0% | ||
| Q2 24 | 0.9% | 1.4% | ||
| Q1 24 | 1.3% | 1.4% |
现金转化率INVHTNET
| Q4 25 | 0.89× | — | ||
| Q3 25 | 2.89× | 2.12× | ||
| Q2 25 | 2.71× | 2.03× | ||
| Q1 25 | 1.81× | 1.12× | ||
| Q4 24 | 0.93× | — | ||
| Q3 24 | 3.29× | 1.87× | ||
| Q2 24 | 5.05× | 0.65× | ||
| Q1 24 | 1.87× | 1.00× |
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
TNET
| Insurance Services | $1.1B | 85% |
| Professional Services | $169.0M | 14% |
