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Alexandria Real Estate Equities(ARE)与AMREP CORP.(AXR)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AMREP CORP.的80.3倍($754.4M vs $9.4M)。AMREP CORP.净利率更高(12.8% vs -143.3%,领先156.0%)。Alexandria Real Estate Equities同比增速更快(-4.4% vs -21.1%)
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。
AMREP是一家总部位于美国新泽西州普林斯顿的企业,核心业务涵盖房地产与媒体服务领域。公司前身为美国地产石油公司,于1961年正式成立,在相关行业拥有六十余年的发展运营历史。
ARE vs AXR — 直观对比
营收规模更大
ARE
是对方的80.3倍
$9.4M
营收增速更快
ARE
高出16.7%
-21.1%
净利率更高
AXR
高出156.0%
-143.3%
损益表 — Q4 2025 vs Q2 2026
| 指标 | ||
|---|---|---|
| 营收 | $754.4M | $9.4M |
| 净利润 | $-1.1B | $1.2M |
| 毛利率 | — | — |
| 营业利润率 | — | 11.9% |
| 净利率 | -143.3% | 12.8% |
| 营收同比 | -4.4% | -21.1% |
| 净利润同比 | -1636.5% | -70.3% |
| 每股收益(稀释后) | $-6.35 | $0.22 |
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
ARE
AXR
| Q4 25 | $754.4M | $9.4M | ||
| Q3 25 | $751.9M | $17.9M | ||
| Q2 25 | $762.0M | — | ||
| Q1 25 | $758.2M | — | ||
| Q4 24 | $788.9M | — | ||
| Q3 24 | $791.6M | — | ||
| Q2 24 | $766.7M | — | ||
| Q1 24 | $769.1M | — |
净利润
ARE
AXR
| Q4 25 | $-1.1B | $1.2M | ||
| Q3 25 | $-232.8M | $4.7M | ||
| Q2 25 | $-107.0M | — | ||
| Q1 25 | $-8.9M | — | ||
| Q4 24 | $-62.2M | — | ||
| Q3 24 | $167.9M | — | ||
| Q2 24 | $46.7M | — | ||
| Q1 24 | $170.5M | — |
营业利润率
ARE
AXR
| Q4 25 | — | 11.9% | ||
| Q3 25 | — | 34.4% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
净利率
ARE
AXR
| Q4 25 | -143.3% | 12.8% | ||
| Q3 25 | -31.0% | 26.3% | ||
| Q2 25 | -14.0% | — | ||
| Q1 25 | -1.2% | — | ||
| Q4 24 | -7.9% | — | ||
| Q3 24 | 21.2% | — | ||
| Q2 24 | 6.1% | — | ||
| Q1 24 | 22.2% | — |
每股收益(稀释后)
ARE
AXR
| Q4 25 | $-6.35 | $0.22 | ||
| Q3 25 | $-1.38 | $0.87 | ||
| Q2 25 | $-0.64 | — | ||
| Q1 25 | $-0.07 | — | ||
| Q4 24 | $-0.38 | — | ||
| Q3 24 | $0.96 | — | ||
| Q2 24 | $0.25 | — | ||
| Q1 24 | $0.97 | — |
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 | $549.1M | $44.6M |
| 总债务越低越好 | $12.4B | $23.0K |
| 股东权益账面价值 | $15.5B | $136.0M |
| 总资产 | $34.1B | $140.1M |
| 负债/权益比越低杠杆越低 | 0.80× | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
ARE
AXR
| Q4 25 | $549.1M | $44.6M | ||
| Q3 25 | $579.5M | $48.9M | ||
| Q2 25 | $520.5M | — | ||
| Q1 25 | $476.4M | — | ||
| Q4 24 | $552.1M | — | ||
| Q3 24 | $562.6M | — | ||
| Q2 24 | $561.0M | — | ||
| Q1 24 | $722.2M | — |
总债务
ARE
AXR
| Q4 25 | $12.4B | $23.0K | ||
| Q3 25 | $13.6B | $25.0K | ||
| Q2 25 | $13.3B | — | ||
| Q1 25 | $13.1B | — | ||
| Q4 24 | $12.2B | — | ||
| Q3 24 | $12.7B | — | ||
| Q2 24 | $12.4B | — | ||
| Q1 24 | $12.2B | — |
股东权益
ARE
AXR
| Q4 25 | $15.5B | $136.0M | ||
| Q3 25 | $16.6B | $134.7M | ||
| Q2 25 | $17.2B | — | ||
| Q1 25 | $17.5B | — | ||
| Q4 24 | $17.9B | — | ||
| Q3 24 | $18.2B | — | ||
| Q2 24 | $18.3B | — | ||
| Q1 24 | $18.4B | — |
总资产
ARE
AXR
| Q4 25 | $34.1B | $140.1M | ||
| Q3 25 | $37.4B | $140.7M | ||
| Q2 25 | $37.6B | — | ||
| Q1 25 | $37.6B | — | ||
| Q4 24 | $37.5B | — | ||
| Q3 24 | $38.5B | — | ||
| Q2 24 | $37.8B | — | ||
| Q1 24 | $37.7B | — |
负债/权益比
ARE
AXR
| Q4 25 | 0.80× | 0.00× | ||
| Q3 25 | 0.82× | 0.00× | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.68× | — | ||
| Q1 24 | 0.66× | — |
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 | $312.4M | $-4.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-4.3M |
| 自由现金流率自由现金流/营收 | — | -45.9% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | -3.54× |
| 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
ARE
AXR
| Q4 25 | $312.4M | $-4.3M | ||
| Q3 25 | $433.5M | $9.5M | ||
| Q2 25 | $460.2M | — | ||
| Q1 25 | $207.9M | — | ||
| Q4 24 | $274.2M | — | ||
| Q3 24 | $477.4M | — | ||
| Q2 24 | $411.8M | — | ||
| Q1 24 | $341.2M | — |
自由现金流
ARE
AXR
| Q4 25 | — | $-4.3M | ||
| Q3 25 | — | $9.5M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率
ARE
AXR
| Q4 25 | — | -45.9% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度
ARE
AXR
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率
ARE
AXR
| Q4 25 | — | -3.54× | ||
| Q3 25 | — | 2.03× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.84× | — | ||
| Q2 24 | 8.82× | — | ||
| Q1 24 | 2.00× | — |
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
| Reportable Segment Aggregation Before Other Operating Segment | $707.2M | 94% |
| Other | $21.7M | 3% |
AXR
| Home Building Segment | $6.4M | 68% |
| Land Development Segment | $3.0M | 32% |