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Alexandria Real Estate Equities（ARE）与Axos Financial, Inc.（AX）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Axos Financial, Inc.的1.7倍（$671.0M vs $392.2M），Alexandria Real Estate Equities净利率更高（59.4% vs 31.8%，领先27.6%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% 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。
Axos Financial是总部位于美国内华达州拉斯维加斯的银行控股公司，旗下拥有直销银行Axos Bank，同时提供注册投资顾问服务及电子交易平台，深耕数字化金融赛道，可为用户提供多元便捷的金融服务解决方案。
ARE vs AX — 直观对比
营收规模更大
ARE
是对方的1.7倍
$392.2M
净利率更高
ARE
高出27.6%
31.8%
两年增速更快
AX
近两年复合增速
-6.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $671.0M | $392.2M |
| 净利润 | $398.4M | $124.7M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 59.4% | 31.8% |
| 营收同比 | -11.5% | — |
| 净利润同比 | 740.6% | 18.5% |
| 每股收益（稀释后） | $2.10 | $2.15 |
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AREAX
| Q1 26 | $671.0M | $392.2M | ||
| Q4 25 | $754.4M | $385.1M | ||
| Q3 25 | $751.9M | $323.4M | ||
| Q2 25 | $762.0M | $321.4M | ||
| Q1 25 | $758.2M | $308.8M | ||
| Q4 24 | $788.9M | $307.9M | ||
| Q3 24 | $791.6M | $320.7M | ||
| Q2 24 | $766.7M | $290.9M |
净利润AREAX
| Q1 26 | $398.4M | $124.7M | ||
| Q4 25 | $-1.1B | $128.4M | ||
| Q3 25 | $-232.8M | $112.4M | ||
| Q2 25 | $-107.0M | $110.7M | ||
| Q1 25 | $-8.9M | $105.2M | ||
| Q4 24 | $-62.2M | $104.7M | ||
| Q3 24 | $167.9M | $112.3M | ||
| Q2 24 | $46.7M | $104.9M |
营业利润率AREAX
| Q1 26 | — | — | ||
| Q4 25 | — | 45.6% | ||
| Q3 25 | — | 46.3% | ||
| Q2 25 | — | 48.5% | ||
| Q1 25 | — | 47.9% | ||
| Q4 24 | — | 48.8% | ||
| Q3 24 | — | 49.6% | ||
| Q2 24 | — | 49.6% |
净利率AREAX
| Q1 26 | 59.4% | 31.8% | ||
| Q4 25 | -143.3% | 33.3% | ||
| Q3 25 | -31.0% | 34.7% | ||
| Q2 25 | -14.0% | 34.4% | ||
| Q1 25 | -1.2% | 34.1% | ||
| Q4 24 | -7.9% | 34.0% | ||
| Q3 24 | 21.2% | 35.0% | ||
| Q2 24 | 6.1% | 36.0% |
每股收益（稀释后）AREAX
| Q1 26 | $2.10 | $2.15 | ||
| Q4 25 | $-6.35 | $2.22 | ||
| Q3 25 | $-1.38 | $1.94 | ||
| Q2 25 | $-0.64 | $1.89 | ||
| Q1 25 | $-0.07 | $1.81 | ||
| Q4 24 | $-0.38 | $1.80 | ||
| Q3 24 | $0.96 | $1.93 | ||
| Q2 24 | $0.25 | $1.75 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $19.4B | $3.1B |
| 总资产 | $34.2B | $29.2B |
| 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AREAX
| Q1 26 | $418.7M | — | ||
| Q4 25 | $549.1M | $1.0B | ||
| Q3 25 | $579.5M | $2.6B | ||
| Q2 25 | $520.5M | $1.9B | ||
| Q1 25 | $476.4M | $2.0B | ||
| Q4 24 | $552.1M | $2.4B | ||
| Q3 24 | $562.6M | $2.6B | ||
| Q2 24 | $561.0M | $2.0B |
总债务AREAX
| Q1 26 | — | — | ||
| Q4 25 | $12.4B | — | ||
| Q3 25 | $13.6B | — | ||
| Q2 25 | $13.3B | $312.7M | ||
| Q1 25 | $13.1B | $377.4M | ||
| Q4 24 | $12.2B | $358.7M | ||
| Q3 24 | $12.7B | $313.5M | ||
| Q2 24 | $12.4B | $325.7M |
股东权益AREAX
| Q1 26 | $19.4B | $3.1B | ||
| Q4 25 | $15.5B | $2.9B | ||
| Q3 25 | $16.6B | $2.8B | ||
| Q2 25 | $17.2B | $2.7B | ||
| Q1 25 | $17.5B | $2.6B | ||
| Q4 24 | $17.9B | $2.5B | ||
| Q3 24 | $18.2B | $2.4B | ||
| Q2 24 | $18.3B | $2.3B |
总资产AREAX
| Q1 26 | $34.2B | $29.2B | ||
| Q4 25 | $34.1B | $28.2B | ||
| Q3 25 | $37.4B | $27.4B | ||
| Q2 25 | $37.6B | $24.8B | ||
| Q1 25 | $37.6B | $24.0B | ||
| Q4 24 | $37.5B | $23.7B | ||
| Q3 24 | $38.5B | $23.6B | ||
| Q2 24 | $37.8B | $22.9B |
负债/权益比AREAX
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.77× | 0.12× | ||
| Q1 25 | 0.75× | 0.14× | ||
| Q4 24 | 0.68× | 0.14× | ||
| Q3 24 | 0.70× | 0.13× | ||
| Q2 24 | 0.68× | 0.14× |
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 | $196.6M | — |
| 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 | 76.0% | — |
| 现金转化率经营现金流/净利润 | 0.49× | — |
| 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AREAX
| Q1 26 | $196.6M | — | ||
| Q4 25 | $312.4M | $104.1M | ||
| Q3 25 | $433.5M | $118.4M | ||
| Q2 25 | $460.2M | $490.3M | ||
| Q1 25 | $207.9M | $73.7M | ||
| Q4 24 | $274.2M | $162.5M | ||
| Q3 24 | $477.4M | $70.8M | ||
| Q2 24 | $411.8M | $305.5M |
自由现金流AREAX
| Q1 26 | — | — | ||
| Q4 25 | — | $85.4M | ||
| Q3 25 | — | $109.3M | ||
| Q2 25 | — | $436.1M | ||
| Q1 25 | — | $65.1M | ||
| Q4 24 | — | $156.4M | ||
| Q3 24 | — | $53.0M | ||
| Q2 24 | — | $269.5M |
自由现金流率AREAX
| Q1 26 | — | — | ||
| Q4 25 | — | 22.2% | ||
| Q3 25 | — | 33.8% | ||
| Q2 25 | — | 135.7% | ||
| Q1 25 | — | 21.1% | ||
| Q4 24 | — | 50.8% | ||
| Q3 24 | — | 16.5% | ||
| Q2 24 | — | 92.6% |
资本支出强度AREAX
| Q1 26 | 76.0% | — | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 16.9% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | 12.4% |
现金转化率AREAX
| Q1 26 | 0.49× | — | ||
| Q4 25 | — | 0.81× | ||
| Q3 25 | — | 1.05× | ||
| Q2 25 | — | 4.43× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 1.55× | ||
| Q3 24 | 2.84× | 0.63× | ||
| Q2 24 | 8.82× | 2.91× |
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% |
AX
| Net Interest Income | $306.3M | 78% |
| Noninterest Income | $86.0M | 22% |
