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Mid-America Apartment Communities（MAA）与MSC INDUSTRIAL DIRECT CO INC（MSM）财务数据对比。点击上方公司名可切换其他公司
MSC INDUSTRIAL DIRECT CO INC的季度营收约是Mid-America Apartment Communities的1.7倍（$965.7M vs $555.6M），Mid-America Apartment Communities净利率更高（10.4% vs 5.4%，领先5.0%），MSC INDUSTRIAL DIRECT CO INC同比增速更快（4.0% vs 1.0%），Mid-America Apartment Communities自由现金流更多（$158.6M vs $7.4M），过去两年Mid-America Apartment Communities的营收复合增速更高（1.1% vs -3.4%）
Mid-America Apartment Communities（股票代码：MAA）是一家公开上市的房地产投资信托基金，总部位于美国田纳西州孟菲斯市，核心业务为投资美国东南部及西南部地区的公寓物业，深耕美国高增长区域住宅不动产赛道，为股东创造稳定的长期投资回报。
MSC工业直销公司（MSC）通过旗下主要子公司MSC工业供应公司，是美国规模最大的工业设备分销商之一，可提供超过150万种金属加工及其他工业类产品，广泛服务于工业制造、维修运维等领域的客户需求。
MAA vs MSM — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $555.6M | $965.7M |
| 净利润 | $57.6M | $51.8M |
| 毛利率 | — | 40.7% |
| 营业利润率 | 10.4% | 7.9% |
| 净利率 | 10.4% | 5.4% |
| 营收同比 | 1.0% | 4.0% |
| 净利润同比 | -65.5% | 11.1% |
| 每股收益（稀释后） | $0.48 | $0.93 |
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 | $555.6M | $965.7M | ||
| Q3 25 | $554.4M | $978.2M | ||
| Q2 25 | $549.9M | $971.1M | ||
| Q1 25 | $549.3M | — | ||
| Q4 24 | $549.8M | $928.5M | ||
| Q3 24 | $551.1M | — | ||
| Q2 24 | $546.4M | $979.4M | ||
| Q1 24 | $543.6M | $935.3M |
| Q4 25 | $57.6M | $51.8M | ||
| Q3 25 | $99.5M | $56.5M | ||
| Q2 25 | $108.1M | $56.8M | ||
| Q1 25 | $181.7M | — | ||
| Q4 24 | $166.6M | $46.6M | ||
| Q3 24 | $115.2M | — | ||
| Q2 24 | $102.0M | $71.7M | ||
| Q1 24 | $143.7M | $61.8M |
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | 40.4% | ||
| Q2 25 | — | 41.0% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 40.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 40.9% | ||
| Q1 24 | — | 41.5% |
| Q4 25 | 10.4% | 7.9% | ||
| Q3 25 | 18.7% | 8.6% | ||
| Q2 25 | 20.2% | 8.5% | ||
| Q1 25 | 34.0% | — | ||
| Q4 24 | 31.3% | 7.8% | ||
| Q3 24 | 21.5% | — | ||
| Q2 24 | 19.3% | 10.9% | ||
| Q1 24 | 27.4% | 9.7% |
| Q4 25 | 10.4% | 5.4% | ||
| Q3 25 | 18.0% | 5.8% | ||
| Q2 25 | 19.7% | 5.9% | ||
| Q1 25 | 33.1% | — | ||
| Q4 24 | 30.3% | 5.0% | ||
| Q3 24 | 20.9% | — | ||
| Q2 24 | 18.7% | 7.3% | ||
| Q1 24 | 26.4% | 6.6% |
| Q4 25 | $0.48 | $0.93 | ||
| Q3 25 | $0.84 | $1.02 | ||
| Q2 25 | $0.92 | $1.02 | ||
| Q1 25 | $1.54 | — | ||
| Q4 24 | $1.43 | $0.83 | ||
| Q3 24 | $0.98 | — | ||
| Q2 24 | $0.86 | $1.27 | ||
| Q1 24 | $1.22 | $1.10 |
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 | $60.3M | $40.3M |
| 总债务越低越好 | — | $214.1M |
| 股东权益账面价值 | $5.7B | $1.4B |
| 总资产 | $12.0B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 0.16× |
8季度趋势，按日历期对齐
| Q4 25 | $60.3M | $40.3M | ||
| Q3 25 | $32.2M | $56.2M | ||
| Q2 25 | $54.5M | $71.7M | ||
| Q1 25 | $55.8M | — | ||
| Q4 24 | $43.0M | $57.3M | ||
| Q3 24 | $50.2M | — | ||
| Q2 24 | $62.8M | $25.9M | ||
| Q1 24 | $54.6M | $22.2M |
| Q4 25 | — | $214.1M | ||
| Q3 25 | — | $168.8M | ||
| Q2 25 | — | $285.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $289.9M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $299.8M | ||
| Q1 24 | — | $294.5M |
| Q4 25 | $5.7B | $1.4B | ||
| Q3 25 | $5.8B | $1.4B | ||
| Q2 25 | $5.9B | $1.4B | ||
| Q1 25 | $5.9B | — | ||
| Q4 24 | $5.9B | $1.4B | ||
| Q3 24 | $5.9B | — | ||
| Q2 24 | $6.0B | $1.4B | ||
| Q1 24 | $6.1B | $1.4B |
| Q4 25 | $12.0B | $2.5B | ||
| Q3 25 | $11.9B | $2.5B | ||
| Q2 25 | $11.8B | $2.5B | ||
| Q1 25 | $11.8B | — | ||
| Q4 24 | $11.8B | $2.5B | ||
| Q3 24 | $11.8B | — | ||
| Q2 24 | $11.6B | $2.5B | ||
| Q1 24 | $11.5B | $2.5B |
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.21× |
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 | $261.7M | $29.4M |
| 自由现金流经营现金流 - 资本支出 | $158.6M | $7.4M |
| 自由现金流率自由现金流/营收 | 28.5% | 0.8% |
| 资本支出强度资本支出/营收 | 18.6% | 2.3% |
| 现金转化率经营现金流/净利润 | 4.55× | 0.57× |
| 过去12个月自由现金流最近4个季度 | $717.9M | — |
8季度趋势，按日历期对齐
| Q4 25 | $261.7M | $29.4M | ||
| Q3 25 | $266.4M | — | ||
| Q2 25 | $353.4M | $151.6M | ||
| Q1 25 | $196.6M | — | ||
| Q4 24 | $239.1M | $101.9M | ||
| Q3 24 | $309.5M | — | ||
| Q2 24 | $349.4M | $143.5M | ||
| Q1 24 | $200.3M | $78.7M |
| Q4 25 | $158.6M | $7.4M | ||
| Q3 25 | $170.8M | — | ||
| Q2 25 | $264.5M | $100.7M | ||
| Q1 25 | $124.0M | — | ||
| Q4 24 | $152.6M | $81.7M | ||
| Q3 24 | $215.5M | — | ||
| Q2 24 | $259.7M | $114.0M | ||
| Q1 24 | $148.2M | $53.4M |
| Q4 25 | 28.5% | 0.8% | ||
| Q3 25 | 30.8% | — | ||
| Q2 25 | 48.1% | 10.4% | ||
| Q1 25 | 22.6% | — | ||
| Q4 24 | 27.8% | 8.8% | ||
| Q3 24 | 39.1% | — | ||
| Q2 24 | 47.5% | 11.6% | ||
| Q1 24 | 27.3% | 5.7% |
| Q4 25 | 18.6% | 2.3% | ||
| Q3 25 | 17.2% | — | ||
| Q2 25 | 16.2% | 5.2% | ||
| Q1 25 | 13.2% | — | ||
| Q4 24 | 15.7% | 2.2% | ||
| Q3 24 | 17.1% | — | ||
| Q2 24 | 16.4% | 3.0% | ||
| Q1 24 | 9.6% | 2.7% |
| Q4 25 | 4.55× | 0.57× | ||
| Q3 25 | 2.68× | — | ||
| Q2 25 | 3.27× | 2.67× | ||
| Q1 25 | 1.08× | — | ||
| Q4 24 | 1.43× | 2.18× | ||
| Q3 24 | 2.69× | — | ||
| Q2 24 | 3.43× | 2.00× | ||
| Q1 24 | 1.39× | 1.27× |
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
MAA
| Same Store | $515.5M | 93% |
| Non Same Store And Other | $36.8M | 7% |
MSM
暂无分部数据
