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Broadstone Net Lease, Inc.（BNL）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Broadstone Net Lease, Inc.的1.8倍（$217.4M vs $121.4M），Broadstone Net Lease, Inc.净利率更高（38.2% vs 1.4%，领先36.8%），Broadstone Net Lease, Inc.同比增速更快（11.7% vs 0.5%），过去两年Broadstone Net Lease, Inc.的营收复合增速更高（7.1% vs 3.0%）
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。
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。
BNL vs RPD — 直观对比
营收规模更大
RPD
是对方的1.8倍
$121.4M
营收增速更快
BNL
高出11.2%
0.5%
净利率更高
BNL
高出36.8%
1.4%
两年增速更快
BNL
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $121.4M | $217.4M |
| 净利润 | $46.4M | $3.1M |
| 毛利率 | — | 68.9% |
| 营业利润率 | 52.2% | 1.0% |
| 净利率 | 38.2% | 1.4% |
| 营收同比 | 11.7% | 0.5% |
| 净利润同比 | — | 44.1% |
| 每股收益（稀释后） | $0.24 | $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BNLRPD
| Q1 26 | $121.4M | — | ||
| Q4 25 | $118.3M | $217.4M | ||
| Q3 25 | $114.2M | $218.0M | ||
| Q2 25 | $113.0M | $214.2M | ||
| Q1 25 | $108.7M | $210.3M | ||
| Q4 24 | $112.1M | $216.3M | ||
| Q3 24 | $108.4M | $214.7M | ||
| Q2 24 | $105.9M | $208.0M |
净利润BNLRPD
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | $3.1M | ||
| Q3 25 | $26.5M | $9.8M | ||
| Q2 25 | $20.2M | $8.3M | ||
| Q1 25 | $16.7M | $2.1M | ||
| Q4 24 | $26.4M | $2.2M | ||
| Q3 24 | $35.6M | $15.4M | ||
| Q2 24 | $35.3M | $6.5M |
毛利率BNLRPD
| Q1 26 | — | — | ||
| Q4 25 | — | 68.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.6% | ||
| Q1 25 | — | 71.7% | ||
| Q4 24 | — | 69.5% | ||
| Q3 24 | — | 70.6% | ||
| Q2 24 | — | 70.7% |
营业利润率BNLRPD
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | -0.0% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | — | 2.5% |
净利率BNLRPD
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | 1.4% | ||
| Q3 25 | 23.2% | 4.5% | ||
| Q2 25 | 17.8% | 3.9% | ||
| Q1 25 | 15.4% | 1.0% | ||
| Q4 24 | 23.5% | 1.0% | ||
| Q3 24 | 32.8% | 7.2% | ||
| Q2 24 | 33.4% | 3.1% |
每股收益（稀释后）BNLRPD
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $0.05 | ||
| Q3 25 | $0.14 | $0.15 | ||
| Q2 25 | $0.10 | $0.13 | ||
| Q1 25 | $0.09 | $0.03 | ||
| Q4 24 | $0.13 | $0.08 | ||
| Q3 24 | $0.19 | $0.21 | ||
| 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 | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.0B | $154.7M |
| 总资产 | $5.8B | $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BNLRPD
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $474.7M | ||
| Q3 25 | $82.0M | $407.1M | ||
| Q2 25 | $20.8M | $511.7M | ||
| Q1 25 | $9.6M | $493.5M | ||
| Q4 24 | $14.8M | $521.7M | ||
| Q3 24 | $9.0M | $443.7M | ||
| Q2 24 | $18.3M | $442.6M |
总债务BNLRPD
| 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BNLRPD
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $154.7M | ||
| Q3 25 | $2.9B | $127.2M | ||
| Q2 25 | $2.9B | $90.4M | ||
| Q1 25 | $2.9B | $52.7M | ||
| Q4 24 | $3.0B | $17.7M | ||
| Q3 24 | $3.0B | $-5.1M | ||
| Q2 24 | $3.1B | $-52.6M |
总资产BNLRPD
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $1.7B | ||
| Q3 25 | $5.5B | $1.7B | ||
| Q2 25 | $5.3B | $1.6B | ||
| Q1 25 | $5.2B | $1.6B | ||
| Q4 24 | $5.2B | $1.7B | ||
| Q3 24 | $5.3B | $1.6B | ||
| Q2 24 | $5.3B | $1.5B |
负债/权益比BNLRPD
| 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 | — | $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BNLRPD
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $37.6M | ||
| Q3 25 | $64.2M | $39.0M | ||
| Q2 25 | $79.3M | $47.5M | ||
| Q1 25 | $71.5M | $29.8M | ||
| Q4 24 | $276.3M | $63.8M | ||
| Q3 24 | $67.3M | $44.0M | ||
| Q2 24 | $74.2M | $32.9M |
自由现金流BNLRPD
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $36.4M | ||
| Q3 25 | $58.0M | $34.8M | ||
| Q2 25 | $76.7M | $46.6M | ||
| Q1 25 | $57.1M | $28.4M | ||
| Q4 24 | $259.5M | $62.6M | ||
| Q3 24 | $60.3M | $42.6M | ||
| Q2 24 | $74.0M | $32.6M |
自由现金流率BNLRPD
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | 16.8% | ||
| Q3 25 | 50.8% | 16.0% | ||
| Q2 25 | 67.9% | 21.8% | ||
| Q1 25 | 52.5% | 13.5% | ||
| Q4 24 | 231.4% | 28.9% | ||
| Q3 24 | 55.6% | 19.9% | ||
| Q2 24 | 69.9% | 15.7% |
资本支出强度BNLRPD
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 0.5% | ||
| Q3 25 | 5.4% | 1.9% | ||
| Q2 25 | 2.3% | 0.4% | ||
| Q1 25 | 13.2% | 0.6% | ||
| Q4 24 | 15.0% | 0.5% | ||
| Q3 24 | 6.5% | 0.6% | ||
| Q2 24 | 0.2% | 0.1% |
现金转化率BNLRPD
| Q1 26 | — | — | ||
| Q4 25 | 9.04× | 12.01× | ||
| Q3 25 | 2.43× | 3.97× | ||
| Q2 25 | 3.93× | 5.70× | ||
| Q1 25 | 4.27× | 14.14× | ||
| Q4 24 | 10.47× | 29.36× | ||
| Q3 24 | 1.89× | 2.85× | ||
| Q2 24 | 2.10× | 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
BNL
暂无分部数据
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
