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BRANDYWINE REALTY TRUST（BDN）与DOMO, INC.（DOMO）财务数据对比。点击上方公司名可切换其他公司
BRANDYWINE REALTY TRUST的季度营收约是DOMO, INC.的1.6倍（$127.0M vs $79.4M），DOMO, INC.净利率更高（-13.1% vs -38.4%，领先25.3%），BRANDYWINE REALTY TRUST同比增速更快（4.5% vs -0.5%），过去两年BRANDYWINE REALTY TRUST的营收复合增速更高（0.7% vs -0.5%）
白兰地房地产信托是一家总部位于费城的房地产投资信托基金（REIT），核心投资方向为费城、华盛顿特区以及德克萨斯州奥斯汀的写字楼物业，是美国聚焦核心都市商务地产的专业REIT运营商。
Domo股份有限公司是总部设在美国犹他州美国福克的美国云软件企业，主营人工智能、商业智能与数据可视化业务，属于SaaS（软件即服务）企业，核心产品可帮助企业各层级决策者在极少IT介入的情况下，实时获取业务数据，支撑决策开展。
BDN vs DOMO — 直观对比
营收规模更大
BDN
是对方的1.6倍
$79.4M
营收增速更快
BDN
高出5.0%
-0.5%
净利率更高
DOMO
高出25.3%
-38.4%
两年增速更快
BDN
近两年复合增速
-0.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $127.0M | $79.4M |
| 净利润 | $-48.8M | $-10.4M |
| 毛利率 | — | 74.2% |
| 营业利润率 | 1.2% | -8.7% |
| 净利率 | -38.4% | -13.1% |
| 营收同比 | 4.5% | -0.5% |
| 净利润同比 | -80.4% | 44.6% |
| 每股收益（稀释后） | $-0.28 | $-0.25 |
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BDNDOMO
| Q1 26 | $127.0M | — | ||
| Q4 25 | $121.0M | $79.4M | ||
| Q3 25 | $121.4M | $79.7M | ||
| Q2 25 | $120.6M | $80.1M | ||
| Q1 25 | $121.5M | $78.8M | ||
| Q4 24 | $121.9M | $79.8M | ||
| Q3 24 | $131.8M | $78.4M | ||
| Q2 24 | $125.3M | $80.1M |
净利润BDNDOMO
| Q1 26 | $-48.8M | — | ||
| Q4 25 | $-36.7M | $-10.4M | ||
| Q3 25 | $-25.9M | $-22.9M | ||
| Q2 25 | $-88.7M | $-18.1M | ||
| Q1 25 | $-27.0M | $-17.7M | ||
| Q4 24 | $-44.5M | $-18.8M | ||
| Q3 24 | $-165.2M | $-19.5M | ||
| Q2 24 | $30.2M | $-26.0M |
毛利率BDNDOMO
| Q1 26 | — | — | ||
| Q4 25 | 61.3% | 74.2% | ||
| Q3 25 | 62.6% | 74.8% | ||
| Q2 25 | 62.4% | 74.2% | ||
| Q1 25 | 60.8% | 74.4% | ||
| Q4 24 | 61.2% | 75.0% | ||
| Q3 24 | 64.9% | 74.3% | ||
| Q2 24 | 63.1% | 74.1% |
营业利润率BDNDOMO
| Q1 26 | 1.2% | — | ||
| Q4 25 | 22.8% | -8.7% | ||
| Q3 25 | 20.8% | -9.1% | ||
| Q2 25 | -34.3% | -17.9% | ||
| Q1 25 | 12.5% | -15.6% | ||
| Q4 24 | 18.0% | -13.9% | ||
| Q3 24 | -7.2% | -18.5% | ||
| Q2 24 | 15.5% | -26.8% |
净利率BDNDOMO
| Q1 26 | -38.4% | — | ||
| Q4 25 | -30.3% | -13.1% | ||
| Q3 25 | -21.3% | -28.8% | ||
| Q2 25 | -73.5% | -22.5% | ||
| Q1 25 | -22.2% | -22.4% | ||
| Q4 24 | -36.5% | -23.5% | ||
| Q3 24 | -125.4% | -24.9% | ||
| Q2 24 | 24.1% | -32.5% |
每股收益（稀释后）BDNDOMO
| Q1 26 | $-0.28 | — | ||
| Q4 25 | $-0.21 | $-0.25 | ||
| Q3 25 | $-0.15 | $-0.56 | ||
| Q2 25 | $-0.51 | $-0.45 | ||
| Q1 25 | $-0.16 | $-0.45 | ||
| Q4 24 | $-0.25 | $-0.48 | ||
| Q3 24 | $-0.96 | $-0.51 | ||
| Q2 24 | $0.17 | $-0.69 |
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 | $36.2M | — |
| 总债务越低越好 | — | $124.2M |
| 股东权益账面价值 | — | $-191.9M |
| 总资产 | $3.6B | $201.6M |
| 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BDNDOMO
| Q1 26 | $36.2M | — | ||
| Q4 25 | $32.3M | — | ||
| Q3 25 | $75.5M | — | ||
| Q2 25 | $122.6M | $47.2M | ||
| Q1 25 | $29.4M | $45.3M | ||
| Q4 24 | $90.2M | — | ||
| Q3 24 | $36.5M | — | ||
| Q2 24 | $30.4M | $61.2M |
总债务BDNDOMO
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $124.2M | ||
| Q3 25 | $2.3B | $121.9M | ||
| Q2 25 | $2.3B | $119.7M | ||
| Q1 25 | $2.2B | $117.7M | ||
| Q4 24 | $2.2B | $115.6M | ||
| Q3 24 | $2.3B | $115.2M | ||
| Q2 24 | $2.2B | $114.1M |
股东权益BDNDOMO
| Q1 26 | — | — | ||
| Q4 25 | $792.7M | $-191.9M | ||
| Q3 25 | $841.5M | $-191.5M | ||
| Q2 25 | $879.8M | $-178.7M | ||
| Q1 25 | $993.6M | $-177.2M | ||
| Q4 24 | $1.0B | $-171.2M | ||
| Q3 24 | $1.1B | $-166.4M | ||
| Q2 24 | $1.3B | $-163.5M |
总资产BDNDOMO
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $201.6M | ||
| Q3 25 | $3.3B | $195.7M | ||
| Q2 25 | $3.4B | $189.7M | ||
| Q1 25 | $3.4B | $214.3M | ||
| Q4 24 | $3.5B | $190.2M | ||
| Q3 24 | $3.6B | $197.8M | ||
| Q2 24 | $3.8B | $204.4M |
负债/权益比BDNDOMO
| Q1 26 | — | — | ||
| Q4 25 | 3.23× | — | ||
| Q3 25 | 2.70× | — | ||
| Q2 25 | 2.63× | — | ||
| Q1 25 | 2.23× | — | ||
| Q4 24 | 2.13× | — | ||
| Q3 24 | 2.06× | — | ||
| Q2 24 | 1.73× | — |
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 | — | $3.4M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 1.4% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $9.9M |
8季度趋势，按日历期对齐
经营现金流BDNDOMO
| Q1 26 | — | — | ||
| Q4 25 | $116.7M | $3.4M | ||
| Q3 25 | $47.5M | $3.4M | ||
| Q2 25 | $34.4M | $4.0M | ||
| Q1 25 | $6.3M | $8.9M | ||
| Q4 24 | $181.1M | $-13.7M | ||
| Q3 24 | $52.2M | $-6.2M | ||
| Q2 24 | $48.2M | $1.9M |
自由现金流BDNDOMO
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1M | ||
| Q3 25 | — | $1.0M | ||
| Q2 25 | — | $1.0M | ||
| Q1 25 | — | $6.7M | ||
| Q4 24 | — | $-16.2M | ||
| Q3 24 | — | $-8.4M | ||
| Q2 24 | — | $-625.0K |
自由现金流率BDNDOMO
| Q1 26 | — | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | — | 8.5% | ||
| Q4 24 | — | -20.3% | ||
| Q3 24 | — | -10.7% | ||
| Q2 24 | — | -0.8% |
资本支出强度BDNDOMO
| Q1 26 | — | — | ||
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 3.2% |
现金转化率BDNDOMO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.60× | — |
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
BDN
| Rents | $120.7M | 95% |
| Third party management fees, labor reimbursement and leasing | $4.7M | 4% |
DOMO
| Subscription | $71.9M | 91% |
| Professional Servicesand Other | $7.5M | 9% |
