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Armour Residential REIT, Inc.（ARR）与牛津地产（IIPR）财务数据对比。点击上方公司名可切换其他公司
牛津地产的季度营收约是Armour Residential REIT, Inc.的1.3倍（$66.7M vs $50.4M），Armour Residential REIT, Inc.净利率更高（420.2% vs 47.8%，领先372.5%），Armour Residential REIT, Inc.同比增速更快（297.9% vs -13.1%），过去两年Armour Residential REIT, Inc.的营收复合增速更高（108.0% vs -6.0%）
Armour Residential REIT, Inc.是一家总部位于美国的房地产投资信托企业，主要投资由美国政府支持机构担保的机构级住宅抵押贷款支持证券，通过专业资产管理和风险管控为股东创造长期稳定的净收益。
牛津地产是一家加拿大跨国企业，业务涵盖房地产投资、开发与物业管理。其投资组合包含写字楼、零售、工业、多户住宅、生命科学及酒店类资产。该公司1960年以私营企业形式创立，自2003年起成为安大略省市政雇员退休系统（OMERS）的全资子公司，总部设于多伦多，在纽约、伦敦、澳大利亚、新加坡及卢森堡均设有区域总部。
ARR vs IIPR — 直观对比
营收规模更大
IIPR
是对方的1.3倍
$50.4M
营收增速更快
ARR
高出311.0%
-13.1%
净利率更高
ARR
高出372.5%
47.8%
两年增速更快
ARR
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $50.4M | $66.7M |
| 净利润 | $211.7M | $31.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 47.8% |
| 净利率 | 420.2% | 47.8% |
| 营收同比 | 297.9% | -13.1% |
| 净利润同比 | 555.9% | -20.4% |
| 每股收益（稀释后） | $2.43 | $1.07 |
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ARRIIPR
| Q4 25 | $50.4M | $66.7M | ||
| Q3 25 | $38.5M | $64.7M | ||
| Q2 25 | $33.1M | $62.9M | ||
| Q1 25 | $36.3M | $71.7M | ||
| Q4 24 | $12.7M | $76.7M | ||
| Q3 24 | — | $76.5M | ||
| Q2 24 | $7.0M | $79.8M | ||
| Q1 24 | — | $75.5M |
净利润ARRIIPR
| Q4 25 | $211.7M | $31.8M | ||
| Q3 25 | $159.3M | $29.3M | ||
| Q2 25 | $-75.6M | $26.0M | ||
| Q1 25 | $27.3M | $31.1M | ||
| Q4 24 | $-46.4M | $40.0M | ||
| Q3 24 | — | $40.2M | ||
| Q2 24 | $-48.4M | $42.0M | ||
| Q1 24 | — | $39.4M |
营业利润率ARRIIPR
| Q4 25 | — | 47.8% | ||
| Q3 25 | — | 45.5% | ||
| Q2 25 | — | 45.9% | ||
| Q1 25 | — | 47.4% | ||
| Q4 24 | — | 54.7% | ||
| Q3 24 | — | 54.8% | ||
| Q2 24 | — | 53.1% | ||
| Q1 24 | — | 55.7% |
净利率ARRIIPR
| Q4 25 | 420.2% | 47.8% | ||
| Q3 25 | 413.5% | 45.3% | ||
| Q2 25 | -228.4% | 41.4% | ||
| Q1 25 | 75.2% | 43.3% | ||
| Q4 24 | -366.8% | 52.2% | ||
| Q3 24 | — | 52.6% | ||
| Q2 24 | -693.8% | 52.6% | ||
| Q1 24 | — | 52.3% |
每股收益（稀释后）ARRIIPR
| Q4 25 | $2.43 | $1.07 | ||
| Q3 25 | $1.49 | $0.97 | ||
| Q2 25 | $-0.94 | $0.86 | ||
| Q1 25 | $0.32 | $1.03 | ||
| Q4 24 | $-0.91 | $1.35 | ||
| Q3 24 | — | $1.37 | ||
| Q2 24 | $-1.05 | $1.44 | ||
| Q1 24 | — | $1.36 |
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 | $63.3M | $47.6M |
| 总债务越低越好 | — | $393.7M |
| 股东权益账面价值 | $2.3B | $1.8B |
| 总资产 | $21.0B | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资ARRIIPR
| Q4 25 | $63.3M | $47.6M | ||
| Q3 25 | $44.2M | $41.9M | ||
| Q2 25 | $141.2M | $104.9M | ||
| Q1 25 | $49.1M | $133.3M | ||
| Q4 24 | $68.0M | $151.2M | ||
| Q3 24 | — | $172.4M | ||
| Q2 24 | $126.6M | $160.9M | ||
| Q1 24 | — | $173.5M |
总债务ARRIIPR
| Q4 25 | — | $393.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ARRIIPR
| Q4 25 | $2.3B | $1.8B | ||
| Q3 25 | $2.1B | $1.9B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.7B | $1.9B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | $1.2B | $1.9B | ||
| Q1 24 | — | $2.0B |
总资产ARRIIPR
| Q4 25 | $21.0B | $2.4B | ||
| Q3 25 | $19.4B | $2.3B | ||
| Q2 25 | $16.2B | $2.3B | ||
| Q1 25 | $15.5B | $2.4B | ||
| Q4 24 | $13.5B | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | $10.1B | $2.4B | ||
| Q1 24 | — | $2.4B |
负债/权益比ARRIIPR
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $124.2M | $198.2M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.59× | 6.22× |
| 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ARRIIPR
| Q4 25 | $124.2M | $198.2M | ||
| Q3 25 | $-37.8M | $45.6M | ||
| Q2 25 | $25.0M | $48.4M | ||
| Q1 25 | $101.5M | $54.2M | ||
| Q4 24 | $261.5M | $258.4M | ||
| Q3 24 | — | $64.9M | ||
| Q2 24 | $27.1M | $64.2M | ||
| Q1 24 | — | $71.6M |
现金转化率ARRIIPR
| Q4 25 | 0.59× | 6.22× | ||
| Q3 25 | -0.24× | 1.56× | ||
| Q2 25 | — | 1.86× | ||
| Q1 25 | 3.71× | 1.75× | ||
| Q4 24 | — | 6.46× | ||
| Q3 24 | — | 1.61× | ||
| Q2 24 | — | 1.53× | ||
| Q1 24 | — | 1.82× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
