vs
Broadstone Net Lease, Inc.(BNL)与弗雷斯特研究公司(FORR)财务数据对比。点击上方公司名可切换其他公司
Broadstone Net Lease, Inc.的季度营收约是弗雷斯特研究公司的1.2倍($121.4M vs $101.1M),Broadstone Net Lease, Inc.净利率更高(38.2% vs -33.5%,领先71.7%),Broadstone Net Lease, Inc.同比增速更快(11.7% vs -6.5%),过去两年Broadstone Net Lease, Inc.的营收复合增速更高(7.1% vs 0.5%)
Broadstone Net Lease, Inc.是一家房地产投资信托公司,主要在美国市场收购、持有并管理单一租户商业地产资产组合,覆盖工业设施、医疗物业、零售门店、办公空间等核心板块,所有物业均与租户签订长期净租赁协议。
福雷斯特研究公司是一家全球领先的研究咨询机构,主营业务涵盖行业研究、管理咨询与行业峰会举办,客户群体包括全球大型企业、科技公司与消费领域领军企业,公司总部位于美国马萨诸塞州剑桥市。
BNL vs FORR — 直观对比
营收规模更大
BNL
是对方的1.2倍
$101.1M
营收增速更快
BNL
高出18.2%
-6.5%
净利率更高
BNL
高出71.7%
-33.5%
两年增速更快
BNL
近两年复合增速
0.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $121.4M | $101.1M |
| 净利润 | $46.4M | $-33.9M |
| 毛利率 | — | 56.7% |
| 营业利润率 | 52.2% | -36.6% |
| 净利率 | 38.2% | -33.5% |
| 营收同比 | 11.7% | -6.5% |
| 净利润同比 | — | -7941.4% |
| 每股收益(稀释后) | $0.24 | $-1.75 |
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
BNL
FORR
| Q1 26 | $121.4M | — | ||
| Q4 25 | $118.3M | $101.1M | ||
| Q3 25 | $114.2M | $94.3M | ||
| Q2 25 | $113.0M | $111.7M | ||
| Q1 25 | $108.7M | $89.9M | ||
| Q4 24 | $112.1M | $108.0M | ||
| Q3 24 | $108.4M | $102.5M | ||
| Q2 24 | $105.9M | $121.8M |
净利润
BNL
FORR
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | $-33.9M | ||
| Q3 25 | $26.5M | $-2.1M | ||
| Q2 25 | $20.2M | $3.9M | ||
| Q1 25 | $16.7M | $-87.3M | ||
| Q4 24 | $26.4M | $432.0K | ||
| Q3 24 | $35.6M | $-5.8M | ||
| Q2 24 | $35.3M | $6.3M |
毛利率
BNL
FORR
| Q1 26 | — | — | ||
| Q4 25 | — | 56.7% | ||
| Q3 25 | — | 60.0% | ||
| Q2 25 | — | 55.5% | ||
| Q1 25 | — | 55.9% | ||
| Q4 24 | — | 58.8% | ||
| Q3 24 | — | 60.5% | ||
| Q2 24 | — | 57.3% |
营业利润率
BNL
FORR
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | -36.6% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | -97.5% | ||
| Q4 24 | — | -0.5% | ||
| Q3 24 | — | -0.7% | ||
| Q2 24 | — | 9.3% |
净利率
BNL
FORR
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | -33.5% | ||
| Q3 25 | 23.2% | -2.3% | ||
| Q2 25 | 17.8% | 3.5% | ||
| Q1 25 | 15.4% | -97.1% | ||
| Q4 24 | 23.5% | 0.4% | ||
| Q3 24 | 32.8% | -5.7% | ||
| Q2 24 | 33.4% | 5.2% |
每股收益(稀释后)
BNL
FORR
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $-1.75 | ||
| Q3 25 | $0.14 | $-0.11 | ||
| Q2 25 | $0.10 | $0.20 | ||
| Q1 25 | $0.09 | $-4.62 | ||
| Q4 24 | $0.13 | $0.02 | ||
| Q3 24 | $0.19 | $-0.30 | ||
| Q2 24 | $0.19 | $0.33 |
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 | $20.3M | $63.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.0B | $126.5M |
| 总资产 | $5.8B | $404.0M |
| 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
BNL
FORR
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $63.3M | ||
| Q3 25 | $82.0M | $65.1M | ||
| Q2 25 | $20.8M | $67.8M | ||
| Q1 25 | $9.6M | $75.6M | ||
| Q4 24 | $14.8M | $56.1M | ||
| Q3 24 | $9.0M | $62.8M | ||
| Q2 24 | $18.3M | $58.9M |
总债务
BNL
FORR
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — |
股东权益
BNL
FORR
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $126.5M | ||
| Q3 25 | $2.9B | $157.7M | ||
| Q2 25 | $2.9B | $159.5M | ||
| Q1 25 | $2.9B | $147.4M | ||
| Q4 24 | $3.0B | $229.5M | ||
| Q3 24 | $3.0B | $234.3M | ||
| Q2 24 | $3.1B | $237.1M |
总资产
BNL
FORR
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $404.0M | ||
| Q3 25 | $5.5B | $414.2M | ||
| Q2 25 | $5.3B | $436.0M | ||
| Q1 25 | $5.2B | $439.8M | ||
| Q4 24 | $5.2B | $503.9M | ||
| Q3 24 | $5.3B | $505.3M | ||
| Q2 24 | $5.3B | $524.2M |
负债/权益比
BNL
FORR
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.65× | — | ||
| Q2 24 | 0.62× | — |
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 | — | $-3.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-4.3M |
| 自由现金流率自由现金流/营收 | — | -4.2% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $18.1M |
8季度趋势,按日历期对齐
经营现金流
BNL
FORR
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $-3.2M | ||
| Q3 25 | $64.2M | $1.2M | ||
| Q2 25 | $79.3M | $-3.6M | ||
| Q1 25 | $71.5M | $26.7M | ||
| Q4 24 | $276.3M | $-1.8M | ||
| Q3 24 | $67.3M | $264.0K | ||
| Q2 24 | $74.2M | $-2.9M |
自由现金流
BNL
FORR
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $-4.3M | ||
| Q3 25 | $58.0M | $524.0K | ||
| Q2 25 | $76.7M | $-4.2M | ||
| Q1 25 | $57.1M | $26.1M | ||
| Q4 24 | $259.5M | $-2.5M | ||
| Q3 24 | $60.3M | $-223.0K | ||
| Q2 24 | $74.0M | $-3.7M |
自由现金流率
BNL
FORR
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | -4.2% | ||
| Q3 25 | 50.8% | 0.6% | ||
| Q2 25 | 67.9% | -3.8% | ||
| Q1 25 | 52.5% | 29.0% | ||
| Q4 24 | 231.4% | -2.3% | ||
| Q3 24 | 55.6% | -0.2% | ||
| Q2 24 | 69.9% | -3.1% |
资本支出强度
BNL
FORR
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 1.1% | ||
| Q3 25 | 5.4% | 0.7% | ||
| Q2 25 | 2.3% | 0.5% | ||
| Q1 25 | 13.2% | 0.7% | ||
| Q4 24 | 15.0% | 0.6% | ||
| Q3 24 | 6.5% | 0.5% | ||
| Q2 24 | 0.2% | 0.7% |
现金转化率
BNL
FORR
| Q1 26 | — | — | ||
| Q4 25 | 9.04× | — | ||
| Q3 25 | 2.43× | — | ||
| Q2 25 | 3.93× | -0.93× | ||
| Q1 25 | 4.27× | — | ||
| Q4 24 | 10.47× | -4.24× | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 2.10× | -0.46× |
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
BNL
暂无分部数据
FORR
| Research Segment | $82.2M | 81% |
| Consulting Segment | $16.2M | 16% |
| Billable Expenses | $1.5M | 2% |
| Professional Services | $1.4M | 1% |