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Alexandria Real Estate Equities（ARE）与AdvanSix Inc.（ASIX）财务数据对比。点击上方公司名可切换其他公司
Alexandria Real Estate Equities的季度营收约是AdvanSix Inc.的1.9倍（$671.0M vs $359.9M），Alexandria Real Estate Equities净利率更高（59.4% vs -0.8%，领先60.1%），AdvanSix Inc.同比增速更快（9.4% vs -11.5%），过去两年AdvanSix Inc.的营收复合增速更高（3.4% vs -6.4%）
Alexandria Real Estate Equities（NYSE:ARE）是标普500成分股中的城市办公类房地产投资信托，作为业内首创、运营经验最丰富的先行企业，专注于在顶级创新集群区域开发、运营生命科学、科技及农业科技协作型产业园区。截至2020年12月末，公司总市值达319亿美元，北美地区资产总面积达4970万平方英尺。
AdvanSix Inc.是一家美国化工企业，主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部，于2016年分拆独立，2019年预估营收达14亿美元，其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
ARE vs ASIX — 直观对比
营收规模更大
ARE
是对方的1.9倍
$359.9M
营收增速更快
ASIX
高出20.9%
-11.5%
净利率更高
ARE
高出60.1%
-0.8%
两年增速更快
ASIX
近两年复合增速
-6.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $671.0M | $359.9M |
| 净利润 | $398.4M | $-2.8M |
| 毛利率 | — | 7.6% |
| 营业利润率 | — | -0.7% |
| 净利率 | 59.4% | -0.8% |
| 营收同比 | -11.5% | 9.4% |
| 净利润同比 | 740.6% | -892.9% |
| 每股收益（稀释后） | $2.10 | $-0.11 |
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AREASIX
| Q1 26 | $671.0M | — | ||
| Q4 25 | $754.4M | $359.9M | ||
| Q3 25 | $751.9M | $374.5M | ||
| Q2 25 | $762.0M | $410.0M | ||
| Q1 25 | $758.2M | $377.8M | ||
| Q4 24 | $788.9M | $329.1M | ||
| Q3 24 | $791.6M | $398.2M | ||
| Q2 24 | $766.7M | $453.5M |
净利润AREASIX
| Q1 26 | $398.4M | — | ||
| Q4 25 | $-1.1B | $-2.8M | ||
| Q3 25 | $-232.8M | $-2.6M | ||
| Q2 25 | $-107.0M | $31.4M | ||
| Q1 25 | $-8.9M | $23.3M | ||
| Q4 24 | $-62.2M | $352.0K | ||
| Q3 24 | $167.9M | $22.3M | ||
| Q2 24 | $46.7M | $38.9M |
毛利率AREASIX
| Q1 26 | — | — | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 6.8% | ||
| Q2 25 | — | 14.3% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 14.4% | ||
| Q2 24 | — | 17.9% |
营业利润率AREASIX
| Q1 26 | — | — | ||
| Q4 25 | — | -0.7% | ||
| Q3 25 | — | -0.9% | ||
| Q2 25 | — | 7.7% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | -3.9% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 11.5% |
净利率AREASIX
| Q1 26 | 59.4% | — | ||
| Q4 25 | -143.3% | -0.8% | ||
| Q3 25 | -31.0% | -0.7% | ||
| Q2 25 | -14.0% | 7.7% | ||
| Q1 25 | -1.2% | 6.2% | ||
| Q4 24 | -7.9% | 0.1% | ||
| Q3 24 | 21.2% | 5.6% | ||
| Q2 24 | 6.1% | 8.6% |
每股收益（稀释后）AREASIX
| Q1 26 | $2.10 | — | ||
| Q4 25 | $-6.35 | $-0.11 | ||
| Q3 25 | $-1.38 | $-0.10 | ||
| Q2 25 | $-0.64 | $1.15 | ||
| Q1 25 | $-0.07 | $0.86 | ||
| Q4 24 | $-0.38 | $0.02 | ||
| Q3 24 | $0.96 | $0.82 | ||
| Q2 24 | $0.25 | $1.43 |
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 | $418.7M | $19.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $19.4B | $815.2M |
| 总资产 | $34.2B | $1.7B |
| 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AREASIX
| Q1 26 | $418.7M | — | ||
| Q4 25 | $549.1M | $19.8M | ||
| Q3 25 | $579.5M | $23.7M | ||
| Q2 25 | $520.5M | $18.4M | ||
| Q1 25 | $476.4M | $8.3M | ||
| Q4 24 | $552.1M | $19.6M | ||
| Q3 24 | $562.6M | $17.3M | ||
| Q2 24 | $561.0M | $12.1M |
总债务AREASIX
| Q1 26 | — | — | ||
| Q4 25 | $12.4B | — | ||
| Q3 25 | $13.6B | — | ||
| Q2 25 | $13.3B | — | ||
| Q1 25 | $13.1B | — | ||
| Q4 24 | $12.2B | — | ||
| Q3 24 | $12.7B | — | ||
| Q2 24 | $12.4B | — |
股东权益AREASIX
| Q1 26 | $19.4B | — | ||
| Q4 25 | $15.5B | $815.2M | ||
| Q3 25 | $16.6B | $818.2M | ||
| Q2 25 | $17.2B | $823.7M | ||
| Q1 25 | $17.5B | $794.4M | ||
| Q4 24 | $17.9B | $774.6M | ||
| Q3 24 | $18.2B | $766.4M | ||
| Q2 24 | $18.3B | $746.6M |
总资产AREASIX
| Q1 26 | $34.2B | — | ||
| Q4 25 | $34.1B | $1.7B | ||
| Q3 25 | $37.4B | $1.7B | ||
| Q2 25 | $37.6B | $1.6B | ||
| Q1 25 | $37.6B | $1.6B | ||
| Q4 24 | $37.5B | $1.6B | ||
| Q3 24 | $38.5B | $1.5B | ||
| Q2 24 | $37.8B | $1.5B |
负债/权益比AREASIX
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.68× | — |
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 | $475.0M | $63.7M |
| 自由现金流经营现金流 - 资本支出 | — | $36.1M |
| 自由现金流率自由现金流/营收 | — | 10.0% |
| 资本支出强度资本支出/营收 | 76.0% | 7.7% |
| 现金转化率经营现金流/净利润 | 1.19× | — |
| 过去12个月自由现金流最近4个季度 | — | $6.4M |
8季度趋势，按日历期对齐
经营现金流AREASIX
| Q1 26 | $475.0M | — | ||
| Q4 25 | $312.4M | $63.7M | ||
| Q3 25 | $433.5M | $26.6M | ||
| Q2 25 | $460.2M | $21.1M | ||
| Q1 25 | $207.9M | $11.4M | ||
| Q4 24 | $274.2M | $64.2M | ||
| Q3 24 | $477.4M | $57.3M | ||
| Q2 24 | $411.8M | $50.2M |
自由现金流AREASIX
| Q1 26 | — | — | ||
| Q4 25 | — | $36.1M | ||
| Q3 25 | — | $66.0K | ||
| Q2 25 | — | $-7.2M | ||
| Q1 25 | — | $-22.6M | ||
| Q4 24 | — | $29.8M | ||
| Q3 24 | — | $26.8M | ||
| Q2 24 | — | $16.7M |
自由现金流率AREASIX
| Q1 26 | — | — | ||
| Q4 25 | — | 10.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | -1.7% | ||
| Q1 25 | — | -6.0% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | — | 3.7% |
资本支出强度AREASIX
| Q1 26 | 76.0% | — | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | — | 6.9% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | — | 7.4% |
现金转化率AREASIX
| Q1 26 | 1.19× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.67× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 182.29× | ||
| Q3 24 | 2.84× | 2.57× | ||
| Q2 24 | 8.82× | 1.29× |
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
ARE
| Same properties | $431.4M | 64% |
| Tenant recoveries | $178.2M | 27% |
| Non-same properties | $43.3M | 6% |
| Other | $18.0M | 3% |
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
