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Invitation Homes（INVH）与西联汇款（WU）财务数据对比。点击上方公司名可切换其他公司
西联汇款的季度营收约是Invitation Homes的1.4倍（$982.7M vs $685.3M），Invitation Homes净利率更高（21.1% vs 6.6%，领先14.5%），Invitation Homes同比增速更快（4.0% vs 0.0%），过去两年Invitation Homes的营收复合增速更高（3.0% vs -1.9%）
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。
西联汇款是总部位于美国科罗拉多州丹佛市的跨国金融服务企业，在全球范围内为个人及机构用户提供便捷的跨境汇款、支付等相关金融服务，凭借广泛的服务网点覆盖和成熟的业务体系，在跨境资金流转领域拥有较高的行业知名度。
INVH vs WU — 直观对比
营收规模更大
WU
是对方的1.4倍
$685.3M
营收增速更快
INVH
高出4.0%
0.0%
净利率更高
INVH
高出14.5%
6.6%
两年增速更快
INVH
近两年复合增速
-1.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $685.3M | $982.7M |
| 净利润 | $144.6M | $64.7M |
| 毛利率 | — | — |
| 营业利润率 | — | 12.5% |
| 净利率 | 21.1% | 6.6% |
| 营收同比 | 4.0% | 0.0% |
| 净利润同比 | 1.0% | -47.6% |
| 每股收益（稀释后） | $0.24 | $0.41 |
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INVHWU
| Q1 26 | — | $982.7M | ||
| Q4 25 | $685.3M | $972.0M | ||
| Q3 25 | $688.2M | $985.3M | ||
| Q2 25 | $681.4M | $983.6M | ||
| Q1 25 | $674.5M | $938.7M | ||
| Q4 24 | $659.1M | $1.0B | ||
| Q3 24 | $660.3M | $993.4M | ||
| Q2 24 | $653.5M | $1.0B |
净利润INVHWU
| Q1 26 | — | $64.7M | ||
| Q4 25 | $144.6M | $114.4M | ||
| Q3 25 | $136.7M | $139.6M | ||
| Q2 25 | $140.9M | $122.1M | ||
| Q1 25 | $165.7M | $123.5M | ||
| Q4 24 | $143.1M | $385.7M | ||
| Q3 24 | $95.3M | $264.8M | ||
| Q2 24 | $73.2M | $141.0M |
毛利率INVHWU
| Q1 26 | — | — | ||
| Q4 25 | — | 33.6% | ||
| Q3 25 | — | 34.7% | ||
| Q2 25 | — | 34.6% | ||
| Q1 25 | — | 34.0% | ||
| Q4 24 | — | 35.0% | ||
| Q3 24 | — | 34.2% | ||
| Q2 24 | — | 35.0% |
营业利润率INVHWU
| Q1 26 | — | 12.5% | ||
| Q4 25 | — | 19.1% | ||
| Q3 25 | — | 20.5% | ||
| Q2 25 | — | 19.6% | ||
| Q1 25 | — | 18.9% | ||
| Q4 24 | — | 17.5% | ||
| Q3 24 | — | 16.6% | ||
| Q2 24 | — | 18.7% |
净利率INVHWU
| Q1 26 | — | 6.6% | ||
| Q4 25 | 21.1% | 11.8% | ||
| Q3 25 | 19.9% | 14.2% | ||
| Q2 25 | 20.7% | 12.4% | ||
| Q1 25 | 24.6% | 13.2% | ||
| Q4 24 | 21.7% | 37.9% | ||
| Q3 24 | 14.4% | 26.7% | ||
| Q2 24 | 11.2% | 13.8% |
每股收益（稀释后）INVHWU
| Q1 26 | — | $0.41 | ||
| Q4 25 | $0.24 | $0.36 | ||
| Q3 25 | $0.22 | $0.43 | ||
| Q2 25 | $0.23 | $0.37 | ||
| Q1 25 | $0.27 | $0.36 | ||
| Q4 24 | $0.24 | $1.14 | ||
| Q3 24 | $0.15 | $0.78 | ||
| Q2 24 | $0.12 | $0.41 |
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 | $909.2M |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $9.5B | $910.5M |
| 总资产 | $18.7B | $8.1B |
| 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INVHWU
| Q1 26 | — | $909.2M | ||
| Q4 25 | $130.0M | $1.2B | ||
| Q3 25 | $155.4M | $947.8M | ||
| Q2 25 | $65.1M | $1.0B | ||
| Q1 25 | $84.4M | $1.3B | ||
| Q4 24 | $174.5M | $1.5B | ||
| Q3 24 | $1.0B | $1.1B | ||
| Q2 24 | $749.4M | $1.0B |
总债务INVHWU
| Q1 26 | — | — | ||
| Q4 25 | $8.4B | $2.9B | ||
| Q3 25 | $8.2B | $2.5B | ||
| Q2 25 | $8.2B | $2.5B | ||
| Q1 25 | $8.1B | $2.5B | ||
| Q4 24 | $8.2B | $3.0B | ||
| Q3 24 | $9.0B | $2.1B | ||
| Q2 24 | $8.5B | $2.1B |
股东权益INVHWU
| Q1 26 | — | $910.5M | ||
| Q4 25 | $9.5B | $957.8M | ||
| Q3 25 | $9.6B | $925.4M | ||
| Q2 25 | $9.7B | $883.6M | ||
| Q1 25 | $9.7B | $939.4M | ||
| Q4 24 | $9.8B | $968.9M | ||
| Q3 24 | $9.9B | $652.7M | ||
| Q2 24 | $10.0B | $440.8M |
总资产INVHWU
| Q1 26 | — | $8.1B | ||
| Q4 25 | $18.7B | $8.3B | ||
| Q3 25 | $18.8B | $7.8B | ||
| Q2 25 | $18.7B | $8.0B | ||
| Q1 25 | $18.6B | $8.3B | ||
| Q4 24 | $18.7B | $8.4B | ||
| Q3 24 | $19.6B | $7.7B | ||
| Q2 24 | $19.2B | $8.0B |
负债/权益比INVHWU
| Q1 26 | — | — | ||
| Q4 25 | 0.88× | 3.01× | ||
| Q3 25 | 0.86× | 2.70× | ||
| Q2 25 | 0.85× | 2.83× | ||
| Q1 25 | 0.83× | 2.61× | ||
| Q4 24 | 0.84× | 3.04× | ||
| Q3 24 | 0.91× | 3.29× | ||
| Q2 24 | 0.85× | 4.88× |
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 | $109.0M |
| 自由现金流经营现金流 - 资本支出 | $122.4M | — |
| 自由现金流率自由现金流/营收 | 17.9% | — |
| 资本支出强度资本支出/营收 | 0.9% | 4.8% |
| 现金转化率经营现金流/净利润 | 0.89× | 1.68× |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流INVHWU
| Q1 26 | — | $109.0M | ||
| Q4 25 | $128.7M | $135.4M | ||
| Q3 25 | $394.6M | $260.4M | ||
| Q2 25 | $382.5M | $-300.0K | ||
| Q1 25 | $300.5M | $148.2M | ||
| Q4 24 | $132.8M | $134.0M | ||
| Q3 24 | $313.6M | $212.1M | ||
| Q2 24 | $369.8M | $-33.8M |
自由现金流INVHWU
| Q1 26 | — | — | ||
| Q4 25 | $122.4M | $115.5M | ||
| Q3 25 | $387.8M | $252.7M | ||
| Q2 25 | $374.4M | $-7.8M | ||
| Q1 25 | $293.3M | $144.8M | ||
| Q4 24 | $125.0M | $119.7M | ||
| Q3 24 | $305.2M | $205.1M | ||
| Q2 24 | $363.8M | $-38.9M |
自由现金流率INVHWU
| Q1 26 | — | — | ||
| Q4 25 | 17.9% | 11.9% | ||
| Q3 25 | 56.4% | 25.6% | ||
| Q2 25 | 54.9% | -0.8% | ||
| Q1 25 | 43.5% | 15.4% | ||
| Q4 24 | 19.0% | 11.8% | ||
| Q3 24 | 46.2% | 20.6% | ||
| Q2 24 | 55.7% | -3.8% |
资本支出强度INVHWU
| Q1 26 | — | 4.8% | ||
| Q4 25 | 0.9% | 2.0% | ||
| Q3 25 | 1.0% | 0.8% | ||
| Q2 25 | 1.2% | 0.8% | ||
| Q1 25 | 1.1% | 0.4% | ||
| Q4 24 | 1.2% | 1.4% | ||
| Q3 24 | 1.3% | 0.7% | ||
| Q2 24 | 0.9% | 0.5% |
现金转化率INVHWU
| Q1 26 | — | 1.68× | ||
| Q4 25 | 0.89× | 1.18× | ||
| Q3 25 | 2.89× | 1.87× | ||
| Q2 25 | 2.71× | -0.00× | ||
| Q1 25 | 1.81× | 1.20× | ||
| Q4 24 | 0.93× | 0.35× | ||
| Q3 24 | 3.29× | 0.80× | ||
| Q2 24 | 5.05× | -0.24× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
