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BRANDYWINE REALTY TRUST(BDN)与Rapid7, Inc.(RPD)财务数据对比。点击上方公司名可切换其他公司
Rapid7, Inc.的季度营收约是BRANDYWINE REALTY TRUST的1.7倍($217.4M vs $127.0M),Rapid7, Inc.净利率更高(1.4% vs -38.4%,领先39.9%),BRANDYWINE REALTY TRUST同比增速更快(4.5% vs 0.5%),过去两年Rapid7, Inc.的营收复合增速更高(3.0% vs 0.7%)
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。
Rapid7是全球领先的网络安全企业,提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案,服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户,助力客户高效识别、应对和缓解网络安全风险。
BDN vs RPD — 直观对比
营收规模更大
RPD
是对方的1.7倍
$127.0M
营收增速更快
BDN
高出4.0%
0.5%
净利率更高
RPD
高出39.9%
-38.4%
两年增速更快
RPD
近两年复合增速
0.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $127.0M | $217.4M |
| 净利润 | $-48.8M | $3.1M |
| 毛利率 | — | 68.9% |
| 营业利润率 | 1.2% | 1.0% |
| 净利率 | -38.4% | 1.4% |
| 营收同比 | 4.5% | 0.5% |
| 净利润同比 | -80.4% | 44.1% |
| 每股收益(稀释后) | $-0.28 | $0.05 |
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
BDN
RPD
| Q1 26 | $127.0M | — | ||
| Q4 25 | $121.0M | $217.4M | ||
| Q3 25 | $121.4M | $218.0M | ||
| Q2 25 | $120.6M | $214.2M | ||
| Q1 25 | $121.5M | $210.3M | ||
| Q4 24 | $121.9M | $216.3M | ||
| Q3 24 | $131.8M | $214.7M | ||
| Q2 24 | $125.3M | $208.0M |
净利润
BDN
RPD
| Q1 26 | $-48.8M | — | ||
| Q4 25 | $-36.7M | $3.1M | ||
| Q3 25 | $-25.9M | $9.8M | ||
| Q2 25 | $-88.7M | $8.3M | ||
| Q1 25 | $-27.0M | $2.1M | ||
| Q4 24 | $-44.5M | $2.2M | ||
| Q3 24 | $-165.2M | $15.4M | ||
| Q2 24 | $30.2M | $6.5M |
毛利率
BDN
RPD
| Q1 26 | — | — | ||
| Q4 25 | 61.3% | 68.9% | ||
| Q3 25 | 62.6% | 70.2% | ||
| Q2 25 | 62.4% | 70.6% | ||
| Q1 25 | 60.8% | 71.7% | ||
| Q4 24 | 61.2% | 69.5% | ||
| Q3 24 | 64.9% | 70.6% | ||
| Q2 24 | 63.1% | 70.7% |
营业利润率
BDN
RPD
| Q1 26 | 1.2% | — | ||
| Q4 25 | 22.8% | 1.0% | ||
| Q3 25 | 20.8% | 2.7% | ||
| Q2 25 | -34.3% | 1.6% | ||
| Q1 25 | 12.5% | -0.0% | ||
| Q4 24 | 18.0% | 3.4% | ||
| Q3 24 | -7.2% | 6.0% | ||
| Q2 24 | 15.5% | 2.5% |
净利率
BDN
RPD
| Q1 26 | -38.4% | — | ||
| Q4 25 | -30.3% | 1.4% | ||
| Q3 25 | -21.3% | 4.5% | ||
| Q2 25 | -73.5% | 3.9% | ||
| Q1 25 | -22.2% | 1.0% | ||
| Q4 24 | -36.5% | 1.0% | ||
| Q3 24 | -125.4% | 7.2% | ||
| Q2 24 | 24.1% | 3.1% |
每股收益(稀释后)
BDN
RPD
| Q1 26 | $-0.28 | — | ||
| Q4 25 | $-0.21 | $0.05 | ||
| Q3 25 | $-0.15 | $0.15 | ||
| Q2 25 | $-0.51 | $0.13 | ||
| Q1 25 | $-0.16 | $0.03 | ||
| Q4 24 | $-0.25 | $0.08 | ||
| Q3 24 | $-0.96 | $0.21 | ||
| Q2 24 | $0.17 | $0.09 |
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 | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $154.7M |
| 总资产 | $3.6B | $1.7B |
| 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
BDN
RPD
| Q1 26 | $36.2M | — | ||
| Q4 25 | $32.3M | $474.7M | ||
| Q3 25 | $75.5M | $407.1M | ||
| Q2 25 | $122.6M | $511.7M | ||
| Q1 25 | $29.4M | $493.5M | ||
| Q4 24 | $90.2M | $521.7M | ||
| Q3 24 | $36.5M | $443.7M | ||
| Q2 24 | $30.4M | $442.6M |
总债务
BDN
RPD
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.2B | — |
股东权益
BDN
RPD
| Q1 26 | — | — | ||
| Q4 25 | $792.7M | $154.7M | ||
| Q3 25 | $841.5M | $127.2M | ||
| Q2 25 | $879.8M | $90.4M | ||
| Q1 25 | $993.6M | $52.7M | ||
| Q4 24 | $1.0B | $17.7M | ||
| Q3 24 | $1.1B | $-5.1M | ||
| Q2 24 | $1.3B | $-52.6M |
总资产
BDN
RPD
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $1.7B | ||
| Q3 25 | $3.3B | $1.7B | ||
| Q2 25 | $3.4B | $1.6B | ||
| Q1 25 | $3.4B | $1.6B | ||
| Q4 24 | $3.5B | $1.7B | ||
| Q3 24 | $3.6B | $1.6B | ||
| Q2 24 | $3.8B | $1.5B |
负债/权益比
BDN
RPD
| 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 | — | $37.6M |
| 自由现金流经营现金流 - 资本支出 | — | $36.4M |
| 自由现金流率自由现金流/营收 | — | 16.8% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | — | 12.01× |
| 过去12个月自由现金流最近4个季度 | — | $146.2M |
8季度趋势,按日历期对齐
经营现金流
BDN
RPD
| Q1 26 | — | — | ||
| Q4 25 | $116.7M | $37.6M | ||
| Q3 25 | $47.5M | $39.0M | ||
| Q2 25 | $34.4M | $47.5M | ||
| Q1 25 | $6.3M | $29.8M | ||
| Q4 24 | $181.1M | $63.8M | ||
| Q3 24 | $52.2M | $44.0M | ||
| Q2 24 | $48.2M | $32.9M |
自由现金流
BDN
RPD
| Q1 26 | — | — | ||
| Q4 25 | — | $36.4M | ||
| Q3 25 | — | $34.8M | ||
| Q2 25 | — | $46.6M | ||
| Q1 25 | — | $28.4M | ||
| Q4 24 | — | $62.6M | ||
| Q3 24 | — | $42.6M | ||
| Q2 24 | — | $32.6M |
自由现金流率
BDN
RPD
| Q1 26 | — | — | ||
| Q4 25 | — | 16.8% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | — | 15.7% |
资本支出强度
BDN
RPD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.1% |
现金转化率
BDN
RPD
| Q1 26 | — | — | ||
| Q4 25 | — | 12.01× | ||
| Q3 25 | — | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | 1.60× | 5.03× |
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% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |