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Broadstone Net Lease, Inc.（BNL）与PUMA BIOTECHNOLOGY, INC.（PBYI）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PUMA BIOTECHNOLOGY, INC.的1.6倍（$121.4M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 11.7%），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 7.1%）
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。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
BNL vs PBYI — 直观对比
营收规模更大
BNL
是对方的1.6倍
$75.5M
营收增速更快
PBYI
高出16.0%
11.7%
两年增速更快
PBYI
近两年复合增速
7.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $121.4M | $75.5M |
| 净利润 | $46.4M | — |
| 毛利率 | — | 69.3% |
| 营业利润率 | 52.2% | 22.7% |
| 净利率 | 38.2% | — |
| 营收同比 | 11.7% | 27.7% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.24 | $0.26 |
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BNLPBYI
| Q1 26 | $121.4M | — | ||
| Q4 25 | $118.3M | $75.5M | ||
| Q3 25 | $114.2M | $54.5M | ||
| Q2 25 | $113.0M | $52.4M | ||
| Q1 25 | $108.7M | $46.0M | ||
| Q4 24 | $112.1M | $59.1M | ||
| Q3 24 | $108.4M | $80.5M | ||
| Q2 24 | $105.9M | $47.1M |
净利润BNLPBYI
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | — | ||
| Q3 25 | $26.5M | $8.8M | ||
| Q2 25 | $20.2M | $5.9M | ||
| Q1 25 | $16.7M | $3.0M | ||
| Q4 24 | $26.4M | — | ||
| Q3 24 | $35.6M | $20.3M | ||
| Q2 24 | $35.3M | $-4.5M |
毛利率BNLPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | 69.3% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 76.5% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 63.9% | ||
| Q2 24 | — | 77.4% |
营业利润率BNLPBYI
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | 22.7% | ||
| Q3 25 | — | 17.6% | ||
| Q2 25 | — | 12.7% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | — | 22.6% | ||
| Q3 24 | — | 27.4% | ||
| Q2 24 | — | -4.6% |
净利率BNLPBYI
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | — | ||
| Q3 25 | 23.2% | 16.2% | ||
| Q2 25 | 17.8% | 11.2% | ||
| Q1 25 | 15.4% | 6.5% | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 32.8% | 25.2% | ||
| Q2 24 | 33.4% | -9.6% |
每股收益（稀释后）BNLPBYI
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $0.26 | ||
| Q3 25 | $0.14 | $0.17 | ||
| Q2 25 | $0.10 | $0.12 | ||
| Q1 25 | $0.09 | $0.06 | ||
| Q4 24 | $0.13 | $0.40 | ||
| Q3 24 | $0.19 | $0.41 | ||
| Q2 24 | $0.19 | $-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 | $20.3M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $3.0B | $130.3M |
| 总资产 | $5.8B | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资BNLPBYI
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $97.5M | ||
| Q3 25 | $82.0M | $94.4M | ||
| Q2 25 | $20.8M | $96.0M | ||
| Q1 25 | $9.6M | $93.2M | ||
| Q4 24 | $14.8M | $101.0M | ||
| Q3 24 | $9.0M | $96.7M | ||
| Q2 24 | $18.3M | $96.8M |
总债务BNLPBYI
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $22.7M | ||
| Q3 25 | $2.4B | $34.0M | ||
| Q2 25 | $2.1B | $45.3M | ||
| Q1 25 | $2.0B | $56.7M | ||
| Q4 24 | $1.9B | $68.0M | ||
| Q3 24 | $2.0B | $79.3M | ||
| Q2 24 | $1.9B | $90.7M |
股东权益BNLPBYI
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $130.3M | ||
| Q3 25 | $2.9B | $115.3M | ||
| Q2 25 | $2.9B | $104.7M | ||
| Q1 25 | $2.9B | $97.1M | ||
| Q4 24 | $3.0B | $92.1M | ||
| Q3 24 | $3.0B | $71.1M | ||
| Q2 24 | $3.1B | $48.5M |
总资产BNLPBYI
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $216.3M | ||
| Q3 25 | $5.5B | $202.9M | ||
| Q2 25 | $5.3B | $194.9M | ||
| Q1 25 | $5.2B | $196.2M | ||
| Q4 24 | $5.2B | $213.3M | ||
| Q3 24 | $5.3B | $220.7M | ||
| Q2 24 | $5.3B | $205.0M |
负债/权益比BNLPBYI
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 0.17× | ||
| Q3 25 | 0.82× | 0.30× | ||
| Q2 25 | 0.73× | 0.43× | ||
| Q1 25 | 0.68× | 0.58× | ||
| Q4 24 | 0.64× | 0.74× | ||
| Q3 24 | 0.65× | 1.12× | ||
| Q2 24 | 0.62× | 1.87× |
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 | — | $14.4M |
| 自由现金流经营现金流 - 资本支出 | — | $14.4M |
| 自由现金流率自由现金流/营收 | — | 19.1% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 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 | — | $41.7M |
8季度趋势，按日历期对齐
经营现金流BNLPBYI
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $14.4M | ||
| Q3 25 | $64.2M | $9.7M | ||
| Q2 25 | $79.3M | $14.1M | ||
| Q1 25 | $71.5M | $3.6M | ||
| Q4 24 | $276.3M | $15.6M | ||
| Q3 24 | $67.3M | $11.0M | ||
| Q2 24 | $74.2M | $1.0M |
自由现金流BNLPBYI
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $14.4M | ||
| Q3 25 | $58.0M | $9.7M | ||
| Q2 25 | $76.7M | $14.1M | ||
| Q1 25 | $57.1M | $3.6M | ||
| Q4 24 | $259.5M | $15.6M | ||
| Q3 24 | $60.3M | $11.0M | ||
| Q2 24 | $74.0M | $1.0M |
自由现金流率BNLPBYI
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | 19.1% | ||
| Q3 25 | 50.8% | 17.7% | ||
| Q2 25 | 67.9% | 26.8% | ||
| Q1 25 | 52.5% | 7.7% | ||
| Q4 24 | 231.4% | 26.4% | ||
| Q3 24 | 55.6% | 13.7% | ||
| Q2 24 | 69.9% | 2.1% |
资本支出强度BNLPBYI
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 0.0% | ||
| Q3 25 | 5.4% | 0.0% | ||
| Q2 25 | 2.3% | 0.0% | ||
| Q1 25 | 13.2% | 0.1% | ||
| Q4 24 | 15.0% | 0.0% | ||
| Q3 24 | 6.5% | 0.0% | ||
| Q2 24 | 0.2% | 0.0% |
现金转化率BNLPBYI
| Q1 26 | — | — | ||
| Q4 25 | 9.04× | — | ||
| Q3 25 | 2.43× | 1.10× | ||
| Q2 25 | 3.93× | 2.41× | ||
| Q1 25 | 4.27× | 1.21× | ||
| Q4 24 | 10.47× | — | ||
| Q3 24 | 1.89× | 0.54× | ||
| Q2 24 | 2.10× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
