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Broadstone Net Lease, Inc.（BNL）与RMR GROUP INC.（RMR）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RMR GROUP INC.的1.8倍（$121.4M vs $66.7M），Broadstone Net Lease, Inc.净利率更高（38.2% vs 18.3%，领先19.9%），RMR GROUP INC.同比增速更快（40.8% vs 11.7%）
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。
RMR集团是总部位于美国的另类资产管理企业，核心业务聚焦不动产及相关投资，覆盖商业地产、住宅物业、基础设施等赛道，服务全球核心市场的机构投资者、高净值人士及零售客户。
BNL vs RMR — 直观对比
营收规模更大
BNL
是对方的1.8倍
$66.7M
营收增速更快
RMR
高出29.1%
11.7%
净利率更高
BNL
高出19.9%
18.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $121.4M | $66.7M |
| 净利润 | $46.4M | $12.2M |
| 毛利率 | — | — |
| 营业利润率 | 52.2% | 48.1% |
| 净利率 | 38.2% | 18.3% |
| 营收同比 | 11.7% | 40.8% |
| 净利润同比 | — | 91.1% |
| 每股收益（稀释后） | $0.24 | $0.71 |
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BNLRMR
| Q1 26 | $121.4M | — | ||
| Q4 25 | $118.3M | $66.7M | ||
| Q3 25 | $114.2M | — | ||
| Q2 25 | $113.0M | — | ||
| Q1 25 | $108.7M | — | ||
| Q4 24 | $112.1M | — | ||
| Q3 24 | $108.4M | — | ||
| Q2 24 | $105.9M | — |
净利润BNLRMR
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | $12.2M | ||
| Q3 25 | $26.5M | — | ||
| Q2 25 | $20.2M | — | ||
| Q1 25 | $16.7M | — | ||
| Q4 24 | $26.4M | — | ||
| Q3 24 | $35.6M | — | ||
| Q2 24 | $35.3M | — |
营业利润率BNLRMR
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | 48.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
净利率BNLRMR
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | 18.3% | ||
| Q3 25 | 23.2% | — | ||
| Q2 25 | 17.8% | — | ||
| Q1 25 | 15.4% | — | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 32.8% | — | ||
| Q2 24 | 33.4% | — |
每股收益（稀释后）BNLRMR
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $0.71 | ||
| Q3 25 | $0.14 | — | ||
| Q2 25 | $0.10 | — | ||
| Q1 25 | $0.09 | — | ||
| Q4 24 | $0.13 | — | ||
| Q3 24 | $0.19 | — | ||
| Q2 24 | $0.19 | — |
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 | $49.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.0B | $232.7M |
| 总资产 | $5.8B | $687.1M |
| 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BNLRMR
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $49.3M | ||
| Q3 25 | $82.0M | — | ||
| Q2 25 | $20.8M | — | ||
| Q1 25 | $9.6M | — | ||
| Q4 24 | $14.8M | — | ||
| Q3 24 | $9.0M | — | ||
| Q2 24 | $18.3M | — |
总债务BNLRMR
| 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BNLRMR
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $232.7M | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $3.0B | — | ||
| Q2 24 | $3.1B | — |
总资产BNLRMR
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $687.1M | ||
| Q3 25 | $5.5B | — | ||
| Q2 25 | $5.3B | — | ||
| Q1 25 | $5.2B | — | ||
| Q4 24 | $5.2B | — | ||
| Q3 24 | $5.3B | — | ||
| Q2 24 | $5.3B | — |
负债/权益比BNLRMR
| 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 | — | $10.7M |
| 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 | — | 0.88× |
| 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BNLRMR
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $10.7M | ||
| Q3 25 | $64.2M | — | ||
| Q2 25 | $79.3M | — | ||
| Q1 25 | $71.5M | — | ||
| Q4 24 | $276.3M | — | ||
| Q3 24 | $67.3M | — | ||
| Q2 24 | $74.2M | — |
自由现金流BNLRMR
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | — | ||
| Q3 25 | $58.0M | — | ||
| Q2 25 | $76.7M | — | ||
| Q1 25 | $57.1M | — | ||
| Q4 24 | $259.5M | — | ||
| Q3 24 | $60.3M | — | ||
| Q2 24 | $74.0M | — |
自由现金流率BNLRMR
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | — | ||
| Q3 25 | 50.8% | — | ||
| Q2 25 | 67.9% | — | ||
| Q1 25 | 52.5% | — | ||
| Q4 24 | 231.4% | — | ||
| Q3 24 | 55.6% | — | ||
| Q2 24 | 69.9% | — |
资本支出强度BNLRMR
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | — | ||
| Q3 25 | 5.4% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | 13.2% | — | ||
| Q4 24 | 15.0% | — | ||
| Q3 24 | 6.5% | — | ||
| Q2 24 | 0.2% | — |
现金转化率BNLRMR
| Q1 26 | — | — | ||
| Q4 25 | 9.04× | 0.88× | ||
| Q3 25 | 2.43× | — | ||
| Q2 25 | 3.93× | — | ||
| Q1 25 | 4.27× | — | ||
| Q4 24 | 10.47× | — | ||
| Q3 24 | 1.89× | — | ||
| 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
业务分部营收拆解
BNL
暂无分部数据
RMR
| Management Service Incentive | $23.6M | 35% |
| Industrial Logistics Properties Trust | $15.1M | 23% |
| Managed Private Real Estate Capital | $11.1M | 17% |
| Office Properties Income Trust | $5.6M | 8% |
| Other Private Entities | $5.3M | 8% |
| RMR Residential | $3.4M | 5% |
| Sonesta International Hotels Corporation | $2.1M | 3% |
| Investment Advisory Management And Administrative Service | $1.2M | 2% |
