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Alexandria Real Estate Equities（ARE）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是Alexandria Real Estate Equities的1.2倍（$772.1M vs $671.0M），Alexandria Real Estate Equities净利率更高（59.4% vs 12.7%，领先46.6%），Revvity同比增速更快（5.9% vs -11.5%），过去两年Revvity的营收复合增速更高（9.0% 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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
ARE vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.2倍
$671.0M
营收增速更快
RVTY
高出17.3%
-11.5%
净利率更高
ARE
高出46.6%
12.7%
两年增速更快
RVTY
近两年复合增速
-6.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $671.0M | $772.1M |
| 净利润 | $398.4M | $98.4M |
| 毛利率 | — | — |
| 营业利润率 | — | 14.5% |
| 净利率 | 59.4% | 12.7% |
| 营收同比 | -11.5% | 5.9% |
| 净利润同比 | 740.6% | 3.9% |
| 每股收益（稀释后） | $2.10 | $0.86 |
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ARERVTY
| Q1 26 | $671.0M | — | ||
| Q4 25 | $754.4M | $772.1M | ||
| Q3 25 | $751.9M | $698.9M | ||
| Q2 25 | $762.0M | $720.3M | ||
| Q1 25 | $758.2M | $664.8M | ||
| Q4 24 | $788.9M | $729.4M | ||
| Q3 24 | $791.6M | $684.0M | ||
| Q2 24 | $766.7M | $691.7M |
净利润ARERVTY
| Q1 26 | $398.4M | — | ||
| Q4 25 | $-1.1B | $98.4M | ||
| Q3 25 | $-232.8M | $46.7M | ||
| Q2 25 | $-107.0M | $53.9M | ||
| Q1 25 | $-8.9M | $42.2M | ||
| Q4 24 | $-62.2M | $94.6M | ||
| Q3 24 | $167.9M | $94.4M | ||
| Q2 24 | $46.7M | $55.4M |
毛利率ARERVTY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.3% | ||
| Q2 24 | — | 55.7% |
营业利润率ARERVTY
| Q1 26 | — | — | ||
| Q4 25 | — | 14.5% | ||
| Q3 25 | — | 11.7% | ||
| Q2 25 | — | 12.6% | ||
| Q1 25 | — | 10.9% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 12.4% |
净利率ARERVTY
| Q1 26 | 59.4% | — | ||
| Q4 25 | -143.3% | 12.7% | ||
| Q3 25 | -31.0% | 6.7% | ||
| Q2 25 | -14.0% | 7.5% | ||
| Q1 25 | -1.2% | 6.4% | ||
| Q4 24 | -7.9% | 13.0% | ||
| Q3 24 | 21.2% | 13.8% | ||
| Q2 24 | 6.1% | 8.0% |
每股收益（稀释后）ARERVTY
| Q1 26 | $2.10 | — | ||
| Q4 25 | $-6.35 | $0.86 | ||
| Q3 25 | $-1.38 | $0.40 | ||
| Q2 25 | $-0.64 | $0.46 | ||
| Q1 25 | $-0.07 | $0.35 | ||
| Q4 24 | $-0.38 | $0.77 | ||
| Q3 24 | $0.96 | $0.77 | ||
| Q2 24 | $0.25 | $0.45 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $19.4B | $7.3B |
| 总资产 | $34.2B | $12.2B |
| 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ARERVTY
| Q1 26 | $418.7M | — | ||
| Q4 25 | $549.1M | $919.9M | ||
| Q3 25 | $579.5M | $931.4M | ||
| Q2 25 | $520.5M | $991.8M | ||
| Q1 25 | $476.4M | $1.1B | ||
| Q4 24 | $552.1M | $1.2B | ||
| Q3 24 | $562.6M | $1.2B | ||
| Q2 24 | $561.0M | $2.0B |
总债务ARERVTY
| 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ARERVTY
| Q1 26 | $19.4B | — | ||
| Q4 25 | $15.5B | $7.3B | ||
| Q3 25 | $16.6B | $7.4B | ||
| Q2 25 | $17.2B | $7.6B | ||
| Q1 25 | $17.5B | $7.6B | ||
| Q4 24 | $17.9B | $7.7B | ||
| Q3 24 | $18.2B | $7.9B | ||
| Q2 24 | $18.3B | $7.9B |
总资产ARERVTY
| Q1 26 | $34.2B | — | ||
| Q4 25 | $34.1B | $12.2B | ||
| Q3 25 | $37.4B | $12.1B | ||
| Q2 25 | $37.6B | $12.4B | ||
| Q1 25 | $37.6B | $12.4B | ||
| Q4 24 | $37.5B | $12.4B | ||
| Q3 24 | $38.5B | $12.8B | ||
| Q2 24 | $37.8B | $13.4B |
负债/权益比ARERVTY
| 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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $161.8M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 资本支出强度资本支出/营收 | 76.0% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.19× | 1.85× |
| 过去12个月自由现金流最近4个季度 | — | $509.4M |
8季度趋势，按日历期对齐
经营现金流ARERVTY
| Q1 26 | $475.0M | — | ||
| Q4 25 | $312.4M | $182.0M | ||
| Q3 25 | $433.5M | $138.5M | ||
| Q2 25 | $460.2M | $134.3M | ||
| Q1 25 | $207.9M | $128.2M | ||
| Q4 24 | $274.2M | $174.2M | ||
| Q3 24 | $477.4M | $147.9M | ||
| Q2 24 | $411.8M | $158.6M |
自由现金流ARERVTY
| Q1 26 | — | — | ||
| Q4 25 | — | $161.8M | ||
| Q3 25 | — | $120.0M | ||
| Q2 25 | — | $115.5M | ||
| Q1 25 | — | $112.2M | ||
| Q4 24 | — | $149.8M | ||
| Q3 24 | — | $125.6M | ||
| Q2 24 | — | $136.6M |
自由现金流率ARERVTY
| Q1 26 | — | — | ||
| Q4 25 | — | 21.0% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | — | 16.0% | ||
| Q1 25 | — | 16.9% | ||
| Q4 24 | — | 20.5% | ||
| Q3 24 | — | 18.4% | ||
| Q2 24 | — | 19.7% |
资本支出强度ARERVTY
| Q1 26 | 76.0% | — | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 3.2% |
现金转化率ARERVTY
| Q1 26 | 1.19× | — | ||
| Q4 25 | — | 1.85× | ||
| Q3 25 | — | 2.97× | ||
| Q2 25 | — | 2.49× | ||
| Q1 25 | — | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | 2.84× | 1.57× | ||
| Q2 24 | 8.82× | 2.87× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
