vs
Mid-America Apartment Communities(MAA)与Revvity(RVTY)财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是Mid-America Apartment Communities的1.4倍($772.1M vs $555.6M),Revvity净利率更高(12.7% vs 10.4%,领先2.4%),Revvity同比增速更快(5.9% vs 1.0%),Revvity自由现金流更多($161.8M vs $158.6M),过去两年Revvity的营收复合增速更高(9.0% vs 1.1%)
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。
Revvity是一家美国生命科学与诊断领域企业,主要服务制药、生物技术行业客户,重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案,其前身为业务布局多元的老牌企业珀金埃尔默。
MAA vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.4倍
$555.6M
营收增速更快
RVTY
高出4.8%
1.0%
净利率更高
RVTY
高出2.4%
10.4%
自由现金流更多
RVTY
多$3.2M
$158.6M
两年增速更快
RVTY
近两年复合增速
1.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $555.6M | $772.1M |
| 净利润 | $57.6M | $98.4M |
| 毛利率 | — | — |
| 营业利润率 | 10.4% | 14.5% |
| 净利率 | 10.4% | 12.7% |
| 营收同比 | 1.0% | 5.9% |
| 净利润同比 | -65.5% | 3.9% |
| 每股收益(稀释后) | $0.48 | $0.86 |
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
MAA
RVTY
| Q4 25 | $555.6M | $772.1M | ||
| Q3 25 | $554.4M | $698.9M | ||
| Q2 25 | $549.9M | $720.3M | ||
| Q1 25 | $549.3M | $664.8M | ||
| Q4 24 | $549.8M | $729.4M | ||
| Q3 24 | $551.1M | $684.0M | ||
| Q2 24 | $546.4M | $691.7M | ||
| Q1 24 | $543.6M | $649.9M |
净利润
MAA
RVTY
| Q4 25 | $57.6M | $98.4M | ||
| Q3 25 | $99.5M | $46.7M | ||
| Q2 25 | $108.1M | $53.9M | ||
| Q1 25 | $181.7M | $42.2M | ||
| Q4 24 | $166.6M | $94.6M | ||
| Q3 24 | $115.2M | $94.4M | ||
| Q2 24 | $102.0M | $55.4M | ||
| Q1 24 | $143.7M | $26.0M |
毛利率
MAA
RVTY
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.3% | ||
| Q2 24 | — | 55.7% | ||
| Q1 24 | — | 54.6% |
营业利润率
MAA
RVTY
| Q4 25 | 10.4% | 14.5% | ||
| Q3 25 | 18.7% | 11.7% | ||
| Q2 25 | 20.2% | 12.6% | ||
| Q1 25 | 34.0% | 10.9% | ||
| Q4 24 | 31.3% | 16.3% | ||
| Q3 24 | 21.5% | 14.3% | ||
| Q2 24 | 19.3% | 12.4% | ||
| Q1 24 | 27.4% | 6.8% |
净利率
MAA
RVTY
| Q4 25 | 10.4% | 12.7% | ||
| Q3 25 | 18.0% | 6.7% | ||
| Q2 25 | 19.7% | 7.5% | ||
| Q1 25 | 33.1% | 6.4% | ||
| Q4 24 | 30.3% | 13.0% | ||
| Q3 24 | 20.9% | 13.8% | ||
| Q2 24 | 18.7% | 8.0% | ||
| Q1 24 | 26.4% | 4.0% |
每股收益(稀释后)
MAA
RVTY
| Q4 25 | $0.48 | $0.86 | ||
| Q3 25 | $0.84 | $0.40 | ||
| Q2 25 | $0.92 | $0.46 | ||
| Q1 25 | $1.54 | $0.35 | ||
| Q4 24 | $1.43 | $0.77 | ||
| Q3 24 | $0.98 | $0.77 | ||
| Q2 24 | $0.86 | $0.45 | ||
| Q1 24 | $1.22 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.7B | $7.3B |
| 总资产 | $12.0B | $12.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
MAA
RVTY
| Q4 25 | $60.3M | $919.9M | ||
| Q3 25 | $32.2M | $931.4M | ||
| Q2 25 | $54.5M | $991.8M | ||
| Q1 25 | $55.8M | $1.1B | ||
| Q4 24 | $43.0M | $1.2B | ||
| Q3 24 | $50.2M | $1.2B | ||
| Q2 24 | $62.8M | $2.0B | ||
| Q1 24 | $54.6M | $1.7B |
股东权益
MAA
RVTY
| Q4 25 | $5.7B | $7.3B | ||
| Q3 25 | $5.8B | $7.4B | ||
| Q2 25 | $5.9B | $7.6B | ||
| Q1 25 | $5.9B | $7.6B | ||
| Q4 24 | $5.9B | $7.7B | ||
| Q3 24 | $5.9B | $7.9B | ||
| Q2 24 | $6.0B | $7.9B | ||
| Q1 24 | $6.1B | $7.8B |
总资产
MAA
RVTY
| Q4 25 | $12.0B | $12.2B | ||
| Q3 25 | $11.9B | $12.1B | ||
| Q2 25 | $11.8B | $12.4B | ||
| Q1 25 | $11.8B | $12.4B | ||
| Q4 24 | $11.8B | $12.4B | ||
| Q3 24 | $11.8B | $12.8B | ||
| Q2 24 | $11.6B | $13.4B | ||
| Q1 24 | $11.5B | $13.4B |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $158.6M | $161.8M |
| 自由现金流率自由现金流/营收 | 28.5% | 21.0% |
| 资本支出强度资本支出/营收 | 18.6% | 2.6% |
| 现金转化率经营现金流/净利润 | 4.55× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $717.9M | $509.4M |
8季度趋势,按日历期对齐
经营现金流
MAA
RVTY
| Q4 25 | $261.7M | $182.0M | ||
| Q3 25 | $266.4M | $138.5M | ||
| Q2 25 | $353.4M | $134.3M | ||
| Q1 25 | $196.6M | $128.2M | ||
| Q4 24 | $239.1M | $174.2M | ||
| Q3 24 | $309.5M | $147.9M | ||
| Q2 24 | $349.4M | $158.6M | ||
| Q1 24 | $200.3M | $147.6M |
自由现金流
MAA
RVTY
| Q4 25 | $158.6M | $161.8M | ||
| Q3 25 | $170.8M | $120.0M | ||
| Q2 25 | $264.5M | $115.5M | ||
| Q1 25 | $124.0M | $112.2M | ||
| Q4 24 | $152.6M | $149.8M | ||
| Q3 24 | $215.5M | $125.6M | ||
| Q2 24 | $259.7M | $136.6M | ||
| Q1 24 | $148.2M | $129.7M |
自由现金流率
MAA
RVTY
| Q4 25 | 28.5% | 21.0% | ||
| Q3 25 | 30.8% | 17.2% | ||
| Q2 25 | 48.1% | 16.0% | ||
| Q1 25 | 22.6% | 16.9% | ||
| Q4 24 | 27.8% | 20.5% | ||
| Q3 24 | 39.1% | 18.4% | ||
| Q2 24 | 47.5% | 19.7% | ||
| Q1 24 | 27.3% | 20.0% |
资本支出强度
MAA
RVTY
| Q4 25 | 18.6% | 2.6% | ||
| Q3 25 | 17.2% | 2.6% | ||
| Q2 25 | 16.2% | 2.6% | ||
| Q1 25 | 13.2% | 2.4% | ||
| Q4 24 | 15.7% | 3.4% | ||
| Q3 24 | 17.1% | 3.3% | ||
| Q2 24 | 16.4% | 3.2% | ||
| Q1 24 | 9.6% | 2.7% |
现金转化率
MAA
RVTY
| Q4 25 | 4.55× | 1.85× | ||
| Q3 25 | 2.68× | 2.97× | ||
| Q2 25 | 3.27× | 2.49× | ||
| Q1 25 | 1.08× | 3.03× | ||
| Q4 24 | 1.43× | 1.84× | ||
| Q3 24 | 2.69× | 1.57× | ||
| Q2 24 | 3.43× | 2.87× | ||
| Q1 24 | 1.39× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |