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ACADIA REALTY TRUST(AKR)与RMR GROUP INC.(RMR)财务数据对比。点击上方公司名可切换其他公司
ACADIA REALTY TRUST的季度营收约是RMR GROUP INC.的1.5倍($103.0M vs $66.7M),ACADIA REALTY TRUST净利率更高(135.1% vs 18.3%,领先116.8%),RMR GROUP INC.同比增速更快(40.8% vs -1.3%)
阿卡迪亚房地产信托是一家上市房地产投资信托,专注于持有、运营及重新开发优质零售与混合用途物业,主要布局美国人口稠密、准入门槛高的市场,投资组合涵盖社区购物中心、城市临街零售资产及民生导向混合用途项目。
RMR集团是总部位于美国的另类资产管理企业,核心业务聚焦不动产及相关投资,覆盖商业地产、住宅物业、基础设施等赛道,服务全球核心市场的机构投资者、高净值人士及零售客户。
AKR vs RMR — 直观对比
营收规模更大
AKR
是对方的1.5倍
$66.7M
营收增速更快
RMR
高出42.1%
-1.3%
净利率更高
AKR
高出116.8%
18.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $103.0M | $66.7M |
| 净利润 | $139.1M | $12.2M |
| 毛利率 | — | — |
| 营业利润率 | 153.9% | 48.1% |
| 净利率 | 135.1% | 18.3% |
| 营收同比 | -1.3% | 40.8% |
| 净利润同比 | -58.2% | 91.1% |
| 每股收益(稀释后) | — | $0.71 |
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
AKR
RMR
| Q1 26 | $103.0M | — | ||
| Q4 25 | — | $66.7M | ||
| Q4 24 | $93.3M | — | ||
| Q3 24 | $87.7M | — | ||
| Q2 24 | $87.3M | — | ||
| Q1 24 | $91.4M | — | ||
| Q4 23 | $85.5M | — | ||
| Q3 23 | $81.4M | — |
净利润
AKR
RMR
| Q1 26 | $139.1M | — | ||
| Q4 25 | — | $12.2M | ||
| Q4 24 | $1.2M | — | ||
| Q3 24 | $12.3M | — | ||
| Q2 24 | $1.6M | — | ||
| Q1 24 | $-6.9M | — | ||
| Q4 23 | $-10.2M | — | ||
| Q3 23 | $-16.3M | — |
营业利润率
AKR
RMR
| Q1 26 | 153.9% | — | ||
| Q4 25 | — | 48.1% | ||
| Q4 24 | 17.5% | — | ||
| Q3 24 | 19.9% | — | ||
| Q2 24 | 20.4% | — | ||
| Q1 24 | 15.3% | — | ||
| Q4 23 | 12.4% | — | ||
| Q3 23 | 8.2% | — |
净利率
AKR
RMR
| Q1 26 | 135.1% | — | ||
| Q4 25 | — | 18.3% | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 14.0% | — | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | -7.5% | — | ||
| Q4 23 | -12.0% | — | ||
| Q3 23 | -20.0% | — |
每股收益(稀释后)
AKR
RMR
| Q1 26 | — | — | ||
| Q4 25 | — | $0.71 | ||
| Q4 24 | $0.08 | — | ||
| Q3 24 | $0.07 | — | ||
| Q2 24 | $0.01 | — | ||
| Q1 24 | $0.03 | — | ||
| Q4 23 | $-0.01 | — | ||
| Q3 23 | $-0.02 | — |
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 | $31.4M | $49.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $232.7M |
| 总资产 | $4.5B | $687.1M |
| 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
AKR
RMR
| Q1 26 | $31.4M | — | ||
| Q4 25 | — | $49.3M | ||
| Q4 24 | $16.8M | — | ||
| Q3 24 | $46.2M | — | ||
| Q2 24 | $31.9M | — | ||
| Q1 24 | $18.8M | — | ||
| Q4 23 | $17.5M | — | ||
| Q3 23 | $19.3M | — |
总债务
AKR
RMR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.7B | — | ||
| Q4 23 | $1.9B | — | ||
| Q3 23 | $1.8B | — |
股东权益
AKR
RMR
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $232.7M | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | $1.8B | — | ||
| Q4 23 | $1.6B | — | ||
| Q3 23 | $1.7B | — |
总资产
AKR
RMR
| Q1 26 | $4.5B | — | ||
| Q4 25 | — | $687.1M | ||
| Q4 24 | $4.4B | — | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.3B | — | ||
| Q1 24 | $4.3B | — | ||
| Q4 23 | $4.3B | — | ||
| Q3 23 | $4.3B | — |
负债/权益比
AKR
RMR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q4 24 | 0.74× | — | ||
| Q3 24 | 0.82× | — | ||
| Q2 24 | 0.95× | — | ||
| Q1 24 | 0.98× | — | ||
| Q4 23 | 1.14× | — | ||
| Q3 23 | 1.08× | — |
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 | — | $10.7M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 1.7% | — |
| 现金转化率经营现金流/净利润 | — | 0.88× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
AKR
RMR
| Q1 26 | — | — | ||
| Q4 25 | — | $10.7M | ||
| Q4 24 | $140.4M | — | ||
| Q3 24 | $44.6M | — | ||
| Q2 24 | $32.0M | — | ||
| Q1 24 | $26.0M | — | ||
| Q4 23 | $40.6M | — | ||
| Q3 23 | $25.7M | — |
资本支出强度
AKR
RMR
| Q1 26 | 1.7% | — | ||
| Q4 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — |
现金转化率
AKR
RMR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.88× | ||
| Q4 24 | 121.08× | — | ||
| Q3 24 | 3.64× | — | ||
| Q2 24 | 20.25× | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — |
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
AKR
| Rental | $98.6M | 96% |
| Other | $4.4M | 4% |
RMR
| Management Service Incentive | $23.6M | 35% |
| Industrial Logistics Properties Trust | $15.1M | 23% |
| Managed Private Real Estate Capital | $11.1M | 17% |
| Office Properties Income Trust | $5.6M | 8% |
| Other Private Entities | $5.3M | 8% |
| RMR Residential | $3.4M | 5% |
| Sonesta International Hotels Corporation | $2.1M | 3% |
| Investment Advisory Management And Administrative Service | $1.2M | 2% |