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Alexandria Real Estate Equities（ARE）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
Rollins, Inc.的季度营收约是Alexandria Real Estate Equities的1.4倍（$906.4M vs $671.0M），Alexandria Real Estate Equities净利率更高（59.4% vs 11.9%，领先47.5%），Rollins, Inc.同比增速更快（10.2% vs -11.5%），过去两年Rollins, Inc.的营收复合增速更高（0.8% 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。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
ARE vs ROL — 直观对比
营收规模更大
ROL
是对方的1.4倍
$671.0M
营收增速更快
ROL
高出21.7%
-11.5%
净利率更高
ARE
高出47.5%
11.9%
两年增速更快
ROL
近两年复合增速
-6.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $671.0M | $906.4M |
| 净利润 | $398.4M | $107.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 16.1% |
| 净利率 | 59.4% | 11.9% |
| 营收同比 | -11.5% | 10.2% |
| 净利润同比 | 740.6% | 2.5% |
| 每股收益（稀释后） | $2.10 | $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AREROL
| Q1 26 | $671.0M | $906.4M | ||
| Q4 25 | $754.4M | $912.9M | ||
| Q3 25 | $751.9M | $1.0B | ||
| Q2 25 | $762.0M | $999.5M | ||
| Q1 25 | $758.2M | $822.5M | ||
| Q4 24 | $788.9M | $832.2M | ||
| Q3 24 | $791.6M | $916.3M | ||
| Q2 24 | $766.7M | $891.9M |
净利润AREROL
| Q1 26 | $398.4M | $107.8M | ||
| Q4 25 | $-1.1B | $116.4M | ||
| Q3 25 | $-232.8M | $163.5M | ||
| Q2 25 | $-107.0M | $141.5M | ||
| Q1 25 | $-8.9M | $105.2M | ||
| Q4 24 | $-62.2M | $105.7M | ||
| Q3 24 | $167.9M | $136.9M | ||
| Q2 24 | $46.7M | $129.4M |
营业利润率AREROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | — | 17.5% | ||
| Q3 25 | — | 21.9% | ||
| Q2 25 | — | 19.8% | ||
| Q1 25 | — | 17.3% | ||
| Q4 24 | — | 18.1% | ||
| Q3 24 | — | 20.9% | ||
| Q2 24 | — | 20.4% |
净利率AREROL
| Q1 26 | 59.4% | 11.9% | ||
| Q4 25 | -143.3% | 12.8% | ||
| Q3 25 | -31.0% | 15.9% | ||
| Q2 25 | -14.0% | 14.2% | ||
| Q1 25 | -1.2% | 12.8% | ||
| Q4 24 | -7.9% | 12.7% | ||
| Q3 24 | 21.2% | 14.9% | ||
| Q2 24 | 6.1% | 14.5% |
每股收益（稀释后）AREROL
| Q1 26 | $2.10 | $0.22 | ||
| Q4 25 | $-6.35 | $0.24 | ||
| Q3 25 | $-1.38 | $0.34 | ||
| Q2 25 | $-0.64 | $0.29 | ||
| Q1 25 | $-0.07 | $0.22 | ||
| Q4 24 | $-0.38 | $0.22 | ||
| Q3 24 | $0.96 | $0.28 | ||
| Q2 24 | $0.25 | $0.27 |
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 | $116.5M |
| 总债务越低越好 | — | $650.6M |
| 股东权益账面价值 | $19.4B | $1.4B |
| 总资产 | $34.2B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资AREROL
| Q1 26 | $418.7M | $116.5M | ||
| Q4 25 | $549.1M | $100.0M | ||
| Q3 25 | $579.5M | $127.4M | ||
| Q2 25 | $520.5M | $123.0M | ||
| Q1 25 | $476.4M | $201.2M | ||
| Q4 24 | $552.1M | $89.6M | ||
| Q3 24 | $562.6M | $95.3M | ||
| Q2 24 | $561.0M | $106.7M |
总债务AREROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | $12.4B | $486.1M | ||
| Q3 25 | $13.6B | $485.7M | ||
| Q2 25 | $13.3B | $485.3M | ||
| Q1 25 | $13.1B | $485.5M | ||
| Q4 24 | $12.2B | $395.3M | ||
| Q3 24 | $12.7B | — | ||
| Q2 24 | $12.4B | — |
股东权益AREROL
| Q1 26 | $19.4B | $1.4B | ||
| Q4 25 | $15.5B | $1.4B | ||
| Q3 25 | $16.6B | $1.5B | ||
| Q2 25 | $17.2B | $1.4B | ||
| Q1 25 | $17.5B | $1.4B | ||
| Q4 24 | $17.9B | $1.3B | ||
| Q3 24 | $18.2B | $1.3B | ||
| Q2 24 | $18.3B | $1.2B |
总资产AREROL
| Q1 26 | $34.2B | $3.2B | ||
| Q4 25 | $34.1B | $3.1B | ||
| Q3 25 | $37.4B | $3.2B | ||
| Q2 25 | $37.6B | $3.2B | ||
| Q1 25 | $37.6B | $2.9B | ||
| Q4 24 | $37.5B | $2.8B | ||
| Q3 24 | $38.5B | $2.8B | ||
| Q2 24 | $37.8B | $2.8B |
负债/权益比AREROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | 0.80× | 0.35× | ||
| Q3 25 | 0.82× | 0.32× | ||
| Q2 25 | 0.77× | 0.34× | ||
| Q1 25 | 0.75× | 0.36× | ||
| Q4 24 | 0.68× | 0.30× | ||
| 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 | $118.4M |
| 自由现金流经营现金流 - 资本支出 | — | $111.2M |
| 自由现金流率自由现金流/营收 | — | 12.3% |
| 资本支出强度资本支出/营收 | 76.0% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.19× | 1.10× |
| 过去12个月自由现金流最近4个季度 | — | $621.1M |
8季度趋势，按日历期对齐
经营现金流AREROL
| Q1 26 | $475.0M | $118.4M | ||
| Q4 25 | $312.4M | $164.7M | ||
| Q3 25 | $433.5M | $191.3M | ||
| Q2 25 | $460.2M | $175.1M | ||
| Q1 25 | $207.9M | $146.9M | ||
| Q4 24 | $274.2M | $188.2M | ||
| Q3 24 | $477.4M | $146.9M | ||
| Q2 24 | $411.8M | $145.1M |
自由现金流AREROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | — | $159.0M | ||
| Q3 25 | — | $182.8M | ||
| Q2 25 | — | $168.0M | ||
| Q1 25 | — | $140.1M | ||
| Q4 24 | — | $184.0M | ||
| Q3 24 | — | $139.4M | ||
| Q2 24 | — | $136.4M |
自由现金流率AREROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | — | 17.4% | ||
| Q3 25 | — | 17.8% | ||
| Q2 25 | — | 16.8% | ||
| Q1 25 | — | 17.0% | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | — | 15.2% | ||
| Q2 24 | — | 15.3% |
资本支出强度AREROL
| Q1 26 | 76.0% | 0.8% | ||
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 1.0% |
现金转化率AREROL
| Q1 26 | 1.19× | 1.10× | ||
| Q4 25 | — | 1.41× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 1.40× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | 2.84× | 1.07× | ||
| Q2 24 | 8.82× | 1.12× |
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% |
ROL
暂无分部数据
