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Alexandria Real Estate Equities（ARE）与Reddit, Inc.（RDDT）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Reddit, Inc.的1.0倍（$671.0M vs $663.0M），Alexandria Real Estate Equities净利率更高（59.4% vs 30.8%，领先28.6%），Reddit, Inc.同比增速更快（69.0% vs -11.5%），过去两年Reddit, Inc.的营收复合增速更高（53.6% 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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
ARE vs RDDT — 直观对比
营收规模更大
ARE
是对方的1.0倍
$663.0M
营收增速更快
RDDT
高出80.5%
-11.5%
净利率更高
ARE
高出28.6%
30.8%
两年增速更快
RDDT
近两年复合增速
-6.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $671.0M | $663.0M |
| 净利润 | $398.4M | $204.0M |
| 毛利率 | — | 100.0% |
| 营业利润率 | — | 0.0% |
| 净利率 | 59.4% | 30.8% |
| 营收同比 | -11.5% | 69.0% |
| 净利润同比 | 740.6% | 680.0% |
| 每股收益（稀释后） | $2.10 | $1.01 |
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ARERDDT
| Q1 26 | $671.0M | $663.0M | ||
| Q4 25 | $754.4M | $725.6M | ||
| Q3 25 | $751.9M | $584.9M | ||
| Q2 25 | $762.0M | $499.6M | ||
| Q1 25 | $758.2M | $392.4M | ||
| Q4 24 | $788.9M | $427.7M | ||
| Q3 24 | $791.6M | $348.4M | ||
| Q2 24 | $766.7M | $281.2M |
净利润ARERDDT
| Q1 26 | $398.4M | $204.0M | ||
| Q4 25 | $-1.1B | $251.6M | ||
| Q3 25 | $-232.8M | $162.7M | ||
| Q2 25 | $-107.0M | $89.3M | ||
| Q1 25 | $-8.9M | $26.2M | ||
| Q4 24 | $-62.2M | $71.0M | ||
| Q3 24 | $167.9M | $29.9M | ||
| Q2 24 | $46.7M | $-10.1M |
毛利率ARERDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | — | 91.9% | ||
| Q3 25 | — | 91.0% | ||
| Q2 25 | — | 90.8% | ||
| Q1 25 | — | 90.5% | ||
| Q4 24 | — | 92.6% | ||
| Q3 24 | — | 90.1% | ||
| Q2 24 | — | 89.5% |
营业利润率ARERDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | — | 31.9% | ||
| Q3 25 | — | 23.7% | ||
| Q2 25 | — | 13.6% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | -11.0% |
净利率ARERDDT
| Q1 26 | 59.4% | 30.8% | ||
| Q4 25 | -143.3% | 34.7% | ||
| Q3 25 | -31.0% | 27.8% | ||
| Q2 25 | -14.0% | 17.9% | ||
| Q1 25 | -1.2% | 6.7% | ||
| Q4 24 | -7.9% | 16.6% | ||
| Q3 24 | 21.2% | 8.6% | ||
| Q2 24 | 6.1% | -3.6% |
每股收益（稀释后）ARERDDT
| Q1 26 | $2.10 | $1.01 | ||
| Q4 25 | $-6.35 | $1.24 | ||
| Q3 25 | $-1.38 | $0.80 | ||
| Q2 25 | $-0.64 | $0.45 | ||
| Q1 25 | $-0.07 | $0.13 | ||
| Q4 24 | $-0.38 | $4.76 | ||
| Q3 24 | $0.96 | $0.16 | ||
| Q2 24 | $0.25 | $-0.06 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $19.4B | $3.2B |
| 总资产 | $34.2B | $3.5B |
| 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ARERDDT
| Q1 26 | $418.7M | $1.4B | ||
| Q4 25 | $549.1M | $953.6M | ||
| Q3 25 | $579.5M | $911.7M | ||
| Q2 25 | $520.5M | $734.1M | ||
| Q1 25 | $476.4M | $635.7M | ||
| Q4 24 | $552.1M | $562.1M | ||
| Q3 24 | $562.6M | $515.9M | ||
| Q2 24 | $561.0M | $468.0M |
总债务ARERDDT
| 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ARERDDT
| Q1 26 | $19.4B | $3.2B | ||
| Q4 25 | $15.5B | $2.9B | ||
| Q3 25 | $16.6B | $2.6B | ||
| Q2 25 | $17.2B | $2.4B | ||
| Q1 25 | $17.5B | $2.2B | ||
| Q4 24 | $17.9B | $2.1B | ||
| Q3 24 | $18.2B | $2.0B | ||
| Q2 24 | $18.3B | $1.9B |
总资产ARERDDT
| Q1 26 | $34.2B | $3.5B | ||
| Q4 25 | $34.1B | $3.2B | ||
| Q3 25 | $37.4B | $2.9B | ||
| Q2 25 | $37.6B | $2.6B | ||
| Q1 25 | $37.6B | $2.4B | ||
| Q4 24 | $37.5B | $2.3B | ||
| Q3 24 | $38.5B | $2.2B | ||
| Q2 24 | $37.8B | $2.1B |
负债/权益比ARERDDT
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | — | $311.0M |
| 自由现金流率自由现金流/营收 | — | 46.9% |
| 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 | 1.19× | — |
| 过去12个月自由现金流最近4个季度 | — | $868.6M |
8季度趋势，按日历期对齐
经营现金流ARERDDT
| Q1 26 | $475.0M | — | ||
| Q4 25 | $312.4M | $266.8M | ||
| Q3 25 | $433.5M | $185.2M | ||
| Q2 25 | $460.2M | $111.3M | ||
| Q1 25 | $207.9M | $127.6M | ||
| Q4 24 | $274.2M | $90.0M | ||
| Q3 24 | $477.4M | $71.6M | ||
| Q2 24 | $411.8M | $28.4M |
自由现金流ARERDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | — | $263.6M | ||
| Q3 25 | — | $183.1M | ||
| Q2 25 | — | $110.8M | ||
| Q1 25 | — | $126.6M | ||
| Q4 24 | — | $89.2M | ||
| Q3 24 | — | $70.3M | ||
| Q2 24 | — | $27.2M |
自由现金流率ARERDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | — | 36.3% | ||
| Q3 25 | — | 31.3% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 20.2% | ||
| Q2 24 | — | 9.7% |
资本支出强度ARERDDT
| Q1 26 | 76.0% | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% |
现金转化率ARERDDT
| Q1 26 | 1.19× | — | ||
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 4.88× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | 2.84× | 2.40× | ||
| Q2 24 | 8.82× | — |
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% |
RDDT
暂无分部数据
