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Alexandria Real Estate Equities(ARE)与布鲁克菲尔德公司(BN)财务数据对比。点击上方公司名可切换其他公司
布鲁克菲尔德公司的季度营收约是Alexandria Real Estate Equities的24.0倍($18.1B vs $754.4M)。布鲁克菲尔德公司净利率更高(5.8% vs -143.3%,领先149.1%)
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。
布鲁克菲尔德地产是另类资产管理巨头布鲁克菲尔德公司旗下Brookfield Property Partners的北美子公司,负责管理集团全品类不动产投资组合,涵盖写字楼、多户住宅、商业零售、酒店及物流地产等多元业态。
ARE vs BN — 直观对比
营收规模更大
BN
是对方的24.0倍
$754.4M
净利率更高
BN
高出149.1%
-143.3%
损益表 — Q4 2025 vs Q2 2025
| 指标 | ||
|---|---|---|
| 营收 | $754.4M | $18.1B |
| 净利润 | $-1.1B | $1.1B |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | -143.3% | 5.8% |
| 营收同比 | -4.4% | — |
| 净利润同比 | -1636.5% | — |
| 每股收益(稀释后) | $-6.35 | $0.15 |
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
ARE
BN
| Q4 25 | $754.4M | — | ||
| Q3 25 | $751.9M | — | ||
| Q2 25 | $762.0M | $18.1B | ||
| Q1 25 | $758.2M | — | ||
| Q4 24 | $788.9M | — | ||
| Q3 24 | $791.6M | — | ||
| Q2 24 | $766.7M | — | ||
| Q1 24 | $769.1M | — |
净利润
ARE
BN
| Q4 25 | $-1.1B | — | ||
| Q3 25 | $-232.8M | — | ||
| Q2 25 | $-107.0M | $1.1B | ||
| Q1 25 | $-8.9M | — | ||
| Q4 24 | $-62.2M | — | ||
| Q3 24 | $167.9M | — | ||
| Q2 24 | $46.7M | — | ||
| Q1 24 | $170.5M | — |
净利率
ARE
BN
| Q4 25 | -143.3% | — | ||
| Q3 25 | -31.0% | — | ||
| Q2 25 | -14.0% | 5.8% | ||
| 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
BN
| Q4 25 | $-6.35 | — | ||
| Q3 25 | $-1.38 | — | ||
| Q2 25 | $-0.64 | $0.15 | ||
| 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 | $13.7B |
| 总债务越低越好 | $12.4B | — |
| 股东权益账面价值 | $15.5B | $161.6B |
| 总资产 | $34.1B | $506.1B |
| 负债/权益比越低杠杆越低 | 0.80× | — |
8季度趋势,按日历期对齐
现金及短期投资
ARE
BN
| Q4 25 | $549.1M | — | ||
| Q3 25 | $579.5M | — | ||
| Q2 25 | $520.5M | $13.7B | ||
| Q1 25 | $476.4M | — | ||
| Q4 24 | $552.1M | — | ||
| Q3 24 | $562.6M | — | ||
| Q2 24 | $561.0M | — | ||
| Q1 24 | $722.2M | — |
总债务
ARE
BN
| 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 | — | ||
| Q1 24 | $12.2B | — |
股东权益
ARE
BN
| Q4 25 | $15.5B | — | ||
| Q3 25 | $16.6B | — | ||
| Q2 25 | $17.2B | $161.6B | ||
| Q1 25 | $17.5B | — | ||
| Q4 24 | $17.9B | — | ||
| Q3 24 | $18.2B | — | ||
| Q2 24 | $18.3B | — | ||
| Q1 24 | $18.4B | — |
总资产
ARE
BN
| Q4 25 | $34.1B | — | ||
| Q3 25 | $37.4B | — | ||
| Q2 25 | $37.6B | $506.1B | ||
| 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
BN
| 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× | — | ||
| 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 | $2.0B |
| 自由现金流经营现金流 - 资本支出 | — | $-745.0M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 15.2% |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 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
BN
| Q4 25 | $312.4M | — | ||
| Q3 25 | $433.5M | — | ||
| Q2 25 | $460.2M | $2.0B | ||
| 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
BN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $-745.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率
ARE
BN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -4.1% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度
ARE
BN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 15.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率
ARE
BN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.91× | ||
| 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% |
BN
暂无分部数据