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ALEXANDERS INC（ALX）与牛津地产（IIPR）财务数据对比。点击上方公司名可切换其他公司
牛津地产的季度营收约是ALEXANDERS INC的1.3倍（$66.7M vs $53.3M），ALEXANDERS INC同比增速更快（-4.7% vs -13.1%），过去两年牛津地产的营收复合增速更高（-6.0% vs -6.9%）
亚历山大公司是一家房地产投资信托企业，在纽约大都会区持有七处物业，包括彭博有限合伙企业总部所在地列克星敦大道731号。该公司由乔治·法卡斯和路易斯·施瓦德伦于1928年创立，目前由沃那多房产信托控股。
牛津地产是一家加拿大跨国企业，业务涵盖房地产投资、开发与物业管理。其投资组合包含写字楼、零售、工业、多户住宅、生命科学及酒店类资产。该公司1960年以私营企业形式创立，自2003年起成为安大略省市政雇员退休系统（OMERS）的全资子公司，总部设于多伦多，在纽约、伦敦、澳大利亚、新加坡及卢森堡均设有区域总部。
ALX vs IIPR — 直观对比
营收规模更大
IIPR
是对方的1.3倍
$53.3M
营收增速更快
ALX
高出8.4%
-13.1%
两年增速更快
IIPR
近两年复合增速
-6.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $53.3M | $66.7M |
| 净利润 | — | $31.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 47.8% |
| 净利率 | — | 47.8% |
| 营收同比 | -4.7% | -13.1% |
| 净利润同比 | — | -20.4% |
| 每股收益（稀释后） | $0.75 | $1.07 |
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ALXIIPR
| Q4 25 | $53.3M | $66.7M | ||
| Q3 25 | $53.4M | $64.7M | ||
| Q2 25 | $51.6M | $62.9M | ||
| Q1 25 | $54.9M | $71.7M | ||
| Q4 24 | $55.9M | $76.7M | ||
| Q3 24 | $55.7M | $76.5M | ||
| Q2 24 | $53.4M | $79.8M | ||
| Q1 24 | $61.4M | $75.5M |
净利润ALXIIPR
| Q4 25 | — | $31.8M | ||
| Q3 25 | $6.0M | $29.3M | ||
| Q2 25 | $6.1M | $26.0M | ||
| Q1 25 | $12.3M | $31.1M | ||
| Q4 24 | — | $40.0M | ||
| Q3 24 | $6.7M | $40.2M | ||
| Q2 24 | $8.4M | $42.0M | ||
| Q1 24 | $16.1M | $39.4M |
营业利润率ALXIIPR
| Q4 25 | — | 47.8% | ||
| Q3 25 | — | 45.5% | ||
| Q2 25 | — | 45.9% | ||
| Q1 25 | — | 47.4% | ||
| Q4 24 | — | 54.7% | ||
| Q3 24 | — | 54.8% | ||
| Q2 24 | — | 53.1% | ||
| Q1 24 | — | 55.7% |
净利率ALXIIPR
| Q4 25 | — | 47.8% | ||
| Q3 25 | 11.2% | 45.3% | ||
| Q2 25 | 11.9% | 41.4% | ||
| Q1 25 | 22.4% | 43.3% | ||
| Q4 24 | — | 52.2% | ||
| Q3 24 | 12.0% | 52.6% | ||
| Q2 24 | 15.7% | 52.6% | ||
| Q1 24 | 26.2% | 52.3% |
每股收益（稀释后）ALXIIPR
| Q4 25 | $0.75 | $1.07 | ||
| Q3 25 | $1.16 | $0.97 | ||
| Q2 25 | $1.19 | $0.86 | ||
| Q1 25 | $2.40 | $1.03 | ||
| Q4 24 | $2.39 | $1.35 | ||
| Q3 24 | $1.30 | $1.37 | ||
| Q2 24 | $1.63 | $1.44 | ||
| Q1 24 | $3.14 | $1.36 |
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 | $128.2M | $47.6M |
| 总债务越低越好 | — | $393.7M |
| 股东权益账面价值 | $109.2M | $1.8B |
| 总资产 | $1.1B | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资ALXIIPR
| Q4 25 | $128.2M | $47.6M | ||
| Q3 25 | $286.1M | $41.9M | ||
| Q2 25 | $313.0M | $104.9M | ||
| Q1 25 | $319.9M | $133.3M | ||
| Q4 24 | $338.5M | $151.2M | ||
| Q3 24 | $354.8M | $172.4M | ||
| Q2 24 | $410.9M | $160.9M | ||
| Q1 24 | $526.3M | $173.5M |
总债务ALXIIPR
| Q4 25 | — | $393.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ALXIIPR
| Q4 25 | $109.2M | $1.8B | ||
| Q3 25 | $128.3M | $1.9B | ||
| Q2 25 | $145.4M | $1.9B | ||
| Q1 25 | $163.1M | $1.9B | ||
| Q4 24 | $176.9M | $1.9B | ||
| Q3 24 | $190.7M | $1.9B | ||
| Q2 24 | $212.5M | $1.9B | ||
| Q1 24 | $230.1M | $2.0B |
总资产ALXIIPR
| Q4 25 | $1.1B | $2.4B | ||
| Q3 25 | $1.3B | $2.3B | ||
| Q2 25 | $1.3B | $2.3B | ||
| Q1 25 | $1.3B | $2.4B | ||
| Q4 24 | $1.3B | $2.4B | ||
| Q3 24 | $1.4B | $2.4B | ||
| Q2 24 | $1.5B | $2.4B | ||
| Q1 24 | $1.4B | $2.4B |
负债/权益比ALXIIPR
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $73.4M | $198.2M |
| 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 | — | — |
| 现金转化率经营现金流/净利润 | — | 6.22× |
| 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ALXIIPR
| Q4 25 | $73.4M | $198.2M | ||
| Q3 25 | $-9.3M | $45.6M | ||
| Q2 25 | $43.6M | $48.4M | ||
| Q1 25 | $15.7M | $54.2M | ||
| Q4 24 | $54.1M | $258.4M | ||
| Q3 24 | $-5.0M | $64.9M | ||
| Q2 24 | $11.5M | $64.2M | ||
| Q1 24 | $16.8M | $71.6M |
现金转化率ALXIIPR
| Q4 25 | — | 6.22× | ||
| Q3 25 | -1.55× | 1.56× | ||
| Q2 25 | 7.12× | 1.86× | ||
| Q1 25 | 1.28× | 1.75× | ||
| Q4 24 | — | 6.46× | ||
| Q3 24 | -0.75× | 1.61× | ||
| Q2 24 | 1.37× | 1.53× | ||
| Q1 24 | 1.04× | 1.82× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
