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ACADIA REALTY TRUST（AKR）与Repay Holdings Corp（RPAY）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Repay Holdings Corp的1.3倍（$103.0M vs $78.6M），ACADIA REALTY TRUST净利率更高（135.1% vs -178.3%，领先313.4%），Repay Holdings Corp同比增速更快（0.4% vs -1.3%），过去两年ACADIA REALTY TRUST的营收复合增速更高（7.0% 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。
Repay Holdings Corp是一家聚焦北美市场的支付技术服务商，为零售、医疗、汽车服务、电商等领域的企业提供整合支付处理方案，涵盖银行卡收单、ACH转账、POS系统集成等数字化支付工具，助力客户简化交易流程、提升运营效率。
AKR vs RPAY — 直观对比
营收规模更大
AKR
是对方的1.3倍
$78.6M
营收增速更快
RPAY
高出1.7%
-1.3%
净利率更高
AKR
高出313.4%
-178.3%
两年增速更快
AKR
近两年复合增速
-1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $103.0M | $78.6M |
| 净利润 | $139.1M | $-140.1M |
| 毛利率 | — | 74.2% |
| 营业利润率 | 153.9% | -182.2% |
| 净利率 | 135.1% | -178.3% |
| 营收同比 | -1.3% | 0.4% |
| 净利润同比 | -58.2% | -3304.1% |
| 每股收益（稀释后） | — | $-1.68 |
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AKRRPAY
| Q1 26 | $103.0M | — | ||
| Q4 25 | — | $78.6M | ||
| Q3 25 | — | $77.7M | ||
| Q2 25 | — | $75.6M | ||
| Q1 25 | — | $77.3M | ||
| Q4 24 | $93.3M | $78.3M | ||
| Q3 24 | $87.7M | $79.1M | ||
| Q2 24 | $87.3M | $74.9M |
净利润AKRRPAY
| Q1 26 | $139.1M | — | ||
| Q4 25 | — | $-140.1M | ||
| Q3 25 | — | $-6.4M | ||
| Q2 25 | — | $-102.3M | ||
| Q1 25 | — | $-7.9M | ||
| Q4 24 | $1.2M | $-4.1M | ||
| Q3 24 | $12.3M | $3.2M | ||
| Q2 24 | $1.6M | $-4.1M |
毛利率AKRRPAY
| Q1 26 | — | — | ||
| Q4 25 | — | 74.2% | ||
| Q3 25 | — | 74.4% | ||
| Q2 25 | — | 75.7% | ||
| Q1 25 | — | 75.9% | ||
| Q4 24 | — | 76.3% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 78.2% |
营业利润率AKRRPAY
| Q1 26 | 153.9% | — | ||
| Q4 25 | — | -182.2% | ||
| Q3 25 | — | -3.9% | ||
| Q2 25 | — | -138.7% | ||
| Q1 25 | — | -4.7% | ||
| Q4 24 | 17.5% | -1.5% | ||
| Q3 24 | 19.9% | -0.9% | ||
| Q2 24 | 20.4% | -4.6% |
净利率AKRRPAY
| Q1 26 | 135.1% | — | ||
| Q4 25 | — | -178.3% | ||
| Q3 25 | — | -8.3% | ||
| Q2 25 | — | -135.2% | ||
| Q1 25 | — | -10.3% | ||
| Q4 24 | 1.2% | -5.3% | ||
| Q3 24 | 14.0% | 4.1% | ||
| Q2 24 | 1.8% | -5.4% |
每股收益（稀释后）AKRRPAY
| Q1 26 | — | — | ||
| Q4 25 | — | $-1.68 | ||
| Q3 25 | — | $-0.08 | ||
| Q2 25 | — | $-1.15 | ||
| Q1 25 | — | $-0.09 | ||
| Q4 24 | $0.08 | $-0.04 | ||
| Q3 24 | $0.07 | $0.03 | ||
| Q2 24 | $0.01 | $-0.04 |
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 | $115.7M |
| 总债务越低越好 | — | $280.1M |
| 股东权益账面价值 | $2.6B | $484.4M |
| 总资产 | $4.5B | $1.2B |
| 负债/权益比越低杠杆越低 | — | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资AKRRPAY
| Q1 26 | $31.4M | — | ||
| Q4 25 | — | $115.7M | ||
| Q3 25 | — | $95.7M | ||
| Q2 25 | — | $162.6M | ||
| Q1 25 | — | $165.5M | ||
| Q4 24 | $16.8M | $189.5M | ||
| Q3 24 | $46.2M | $168.7M | ||
| Q2 24 | $31.9M | $147.1M |
总债务AKRRPAY
| Q1 26 | — | — | ||
| Q4 25 | — | $280.1M | ||
| Q3 25 | — | $279.5M | ||
| Q2 25 | — | $279.0M | ||
| Q1 25 | — | $497.6M | ||
| Q4 24 | $1.5B | $496.8M | ||
| Q3 24 | $1.6B | $496.2M | ||
| Q2 24 | $1.7B | $435.6M |
股东权益AKRRPAY
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $484.4M | ||
| Q3 25 | — | $616.9M | ||
| Q2 25 | — | $633.7M | ||
| Q1 25 | — | $755.7M | ||
| Q4 24 | $2.1B | $761.3M | ||
| Q3 24 | $1.9B | $754.7M | ||
| Q2 24 | $1.8B | $815.4M |
总资产AKRRPAY
| Q1 26 | $4.5B | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $4.4B | $1.6B | ||
| Q3 24 | $4.3B | $1.6B | ||
| Q2 24 | $4.3B | $1.5B |
负债/权益比AKRRPAY
| Q1 26 | — | — | ||
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | 0.74× | 0.65× | ||
| Q3 24 | 0.82× | 0.66× | ||
| Q2 24 | 0.95× | 0.53× |
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 | — | $23.3M |
| 自由现金流经营现金流 - 资本支出 | — | $23.2M |
| 自由现金流率自由现金流/营收 | — | 29.6% |
| 资本支出强度资本支出/营收 | 1.7% | 0.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $90.7M |
8季度趋势，按日历期对齐
经营现金流AKRRPAY
| Q1 26 | — | — | ||
| Q4 25 | — | $23.3M | ||
| Q3 25 | — | $32.2M | ||
| Q2 25 | — | $33.1M | ||
| Q1 25 | — | $2.5M | ||
| Q4 24 | $140.4M | $34.3M | ||
| Q3 24 | $44.6M | $60.1M | ||
| Q2 24 | $32.0M | $31.0M |
自由现金流AKRRPAY
| Q1 26 | — | — | ||
| Q4 25 | — | $23.2M | ||
| Q3 25 | — | $32.1M | ||
| Q2 25 | — | $33.0M | ||
| Q1 25 | — | $2.4M | ||
| Q4 24 | — | $34.0M | ||
| Q3 24 | — | $59.8M | ||
| Q2 24 | — | $30.5M |
自由现金流率AKRRPAY
| Q1 26 | — | — | ||
| Q4 25 | — | 29.6% | ||
| Q3 25 | — | 41.3% | ||
| Q2 25 | — | 43.6% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | 43.5% | ||
| Q3 24 | — | 75.6% | ||
| Q2 24 | — | 40.7% |
资本支出强度AKRRPAY
| Q1 26 | 1.7% | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.6% |
现金转化率AKRRPAY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 121.08× | — | ||
| Q3 24 | 3.64× | 18.52× | ||
| Q2 24 | 20.25× | — |
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% |
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
