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Alexandria Real Estate Equities（ARE）与STRATUS PROPERTIES INC（STRS）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STRATUS PROPERTIES INC的90.9倍（$754.4M vs $8.3M）。STRATUS PROPERTIES INC净利率更高（203.2% vs -143.3%，领先346.5%）。Alexandria Real Estate Equities同比增速更快（-4.4% vs -19.4%）。过去两年Alexandria Real Estate Equities的营收复合增速更高（-1.0% vs -44.1%）
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。
该企业是一家涵盖酒店、度假村、娱乐与传媒业务的综合性公司，名称源自其旗下资产——位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司发展可追溯至爱德华·盖洛德旗下俄克拉荷马出版公司的子公司时期，1983年收购WSM公司后奠定了现代企业的业务基础，借此获得了大奥普里等知名相关资产。
ARE vs STRS — 直观对比
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $754.4M | $8.3M |
| 净利润 | $-1.1B | $16.9M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | -143.3% | 203.2% |
| 营收同比 | -4.4% | -19.4% |
| 净利润同比 | -1636.5% | 1293.4% |
| 每股收益（稀释后） | $-6.35 | $2.42 |
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
| Q4 25 | $754.4M | $8.3M | ||
| Q3 25 | $751.9M | $5.0M | ||
| Q2 25 | $762.0M | $11.6M | ||
| Q1 25 | $758.2M | $5.0M | ||
| Q4 24 | $788.9M | $10.3M | ||
| Q3 24 | $791.6M | $8.9M | ||
| Q2 24 | $766.7M | $8.5M | ||
| Q1 24 | $769.1M | $26.5M |
| Q4 25 | $-1.1B | $16.9M | ||
| Q3 25 | $-232.8M | $-8.0M | ||
| Q2 25 | $-107.0M | $-2.3M | ||
| Q1 25 | $-8.9M | $-3.8M | ||
| Q4 24 | $-62.2M | $-1.4M | ||
| Q3 24 | $167.9M | $-1.4M | ||
| Q2 24 | $46.7M | $-2.8M | ||
| Q1 24 | $170.5M | $3.7M |
| Q4 25 | — | — | ||
| Q3 25 | — | -85.1% | ||
| Q2 25 | — | -19.0% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 18.3% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 10.9% | ||
| Q1 24 | — | 30.7% |
| Q4 25 | — | — | ||
| Q3 25 | — | -162.9% | ||
| Q2 25 | — | -6.5% | ||
| Q1 25 | — | -71.3% | ||
| Q4 24 | — | -13.6% | ||
| Q3 24 | — | -17.1% | ||
| Q2 24 | — | -34.4% | ||
| Q1 24 | — | 13.9% |
| Q4 25 | -143.3% | 203.2% | ||
| Q3 25 | -31.0% | -161.1% | ||
| Q2 25 | -14.0% | -19.8% | ||
| Q1 25 | -1.2% | -74.5% | ||
| Q4 24 | -7.9% | -13.7% | ||
| Q3 24 | 21.2% | -15.9% | ||
| Q2 24 | 6.1% | -32.7% | ||
| Q1 24 | 22.2% | 13.9% |
| Q4 25 | $-6.35 | $2.42 | ||
| Q3 25 | $-1.38 | $-0.62 | ||
| Q2 25 | $-0.64 | $0.03 | ||
| Q1 25 | $-0.07 | $-0.36 | ||
| Q4 24 | $-0.38 | $-0.06 | ||
| Q3 24 | $0.96 | $-0.05 | ||
| Q2 24 | $0.25 | $-0.21 | ||
| Q1 24 | $0.97 | $0.56 |
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 | $74.3M |
| 总债务越低越好 | $12.4B | — |
| 股东权益账面价值 | $15.5B | $204.5M |
| 总资产 | $34.1B | $563.4M |
| 负债/权益比越低杠杆越低 | 0.80× | — |
8季度趋势，按日历期对齐
| Q4 25 | $549.1M | $74.3M | ||
| Q3 25 | $579.5M | $55.0M | ||
| Q2 25 | $520.5M | $59.4M | ||
| Q1 25 | $476.4M | $12.0M | ||
| Q4 24 | $552.1M | $20.2M | ||
| Q3 24 | $562.6M | $19.6M | ||
| Q2 24 | $561.0M | $13.5M | ||
| Q1 24 | $722.2M | $20.7M |
| 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 | — |
| Q4 25 | $15.5B | $204.5M | ||
| Q3 25 | $16.6B | $185.8M | ||
| Q2 25 | $17.2B | $191.9M | ||
| Q1 25 | $17.5B | $191.5M | ||
| Q4 24 | $17.9B | $194.7M | ||
| Q3 24 | $18.2B | $196.4M | ||
| Q2 24 | $18.3B | $196.3M | ||
| Q1 24 | $18.4B | $197.6M |
| Q4 25 | $34.1B | $563.4M | ||
| Q3 25 | $37.4B | $572.6M | ||
| Q2 25 | $37.6B | $574.8M | ||
| Q1 25 | $37.6B | $534.6M | ||
| Q4 24 | $37.5B | $532.6M | ||
| Q3 24 | $38.5B | $523.2M | ||
| Q2 24 | $37.8B | $514.0M | ||
| Q1 24 | $37.7B | $509.5M |
| 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 | $-5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.8M |
| 自由现金流率自由现金流/营收 | — | -70.2% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | -0.34× |
| 过去12个月自由现金流最近4个季度 | — | $-38.0M |
8季度趋势，按日历期对齐
| Q4 25 | $312.4M | $-5.8M | ||
| Q3 25 | $433.5M | $-9.0M | ||
| Q2 25 | $460.2M | $-1.7M | ||
| Q1 25 | $207.9M | $-13.5M | ||
| Q4 24 | $274.2M | $-3.4M | ||
| Q3 24 | $477.4M | $-686.0K | ||
| Q2 24 | $411.8M | $-8.3M | ||
| Q1 24 | $341.2M | $6.5M |
| Q4 25 | — | $-5.8M | ||
| Q3 25 | — | $-9.9M | ||
| Q2 25 | — | $-4.3M | ||
| Q1 25 | — | $-18.0M | ||
| Q4 24 | — | $-9.6M | ||
| Q3 24 | — | $-7.5M | ||
| Q2 24 | — | $-16.3M | ||
| Q1 24 | — | $-1.6M |
| Q4 25 | — | -70.2% | ||
| Q3 25 | — | -198.7% | ||
| Q2 25 | — | -37.2% | ||
| Q1 25 | — | -357.4% | ||
| Q4 24 | — | -93.4% | ||
| Q3 24 | — | -84.4% | ||
| Q2 24 | — | -191.6% | ||
| Q1 24 | — | -6.0% |
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 18.4% | ||
| Q2 25 | — | 22.7% | ||
| Q1 25 | — | 89.8% | ||
| Q4 24 | — | 60.0% | ||
| Q3 24 | — | 76.7% | ||
| Q2 24 | — | 94.2% | ||
| Q1 24 | — | 30.7% |
| Q4 25 | — | -0.34× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.84× | — | ||
| Q2 24 | 8.82× | — | ||
| Q1 24 | 2.00× | 1.77× |
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% |
STRS
暂无分部数据
