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Brixmor Property Group Inc.（BRX）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
Brixmor Property Group Inc.的季度营收约是Ultragenyx Pharmaceutical Inc.的1.7倍（$354.8M vs $207.3M），Brixmor Property Group Inc.净利率更高（36.0% vs -62.0%，领先98.0%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 5.1%），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 6.0%）
Brixmor Property Group是一家公开上市的房地产投资信托（REIT），核心业务为投资购物中心类商业地产，专注于挖掘零售不动产的商业价值，在为股东创造稳定投资回报的同时，也为入驻商户的运营发展提供物业配套支持。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
BRX vs RARE — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $354.8M | $207.3M |
| 净利润 | $127.8M | $-128.6M |
| 毛利率 | — | — |
| 营业利润率 | 37.8% | -54.7% |
| 净利率 | 36.0% | -62.0% |
| 营收同比 | 5.1% | 25.9% |
| 净利润同比 | 83.2% | 3.5% |
| 每股收益（稀释后） | $0.41 | $-1.28 |
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
| Q1 26 | $354.8M | — | ||
| Q4 25 | $353.8M | $207.3M | ||
| Q3 25 | $340.8M | $159.9M | ||
| Q2 25 | $339.5M | $166.5M | ||
| Q1 25 | $337.5M | $139.3M | ||
| Q4 24 | $328.4M | $164.6M | ||
| Q3 24 | $320.7M | $139.5M | ||
| Q2 24 | $315.7M | $147.0M |
| Q1 26 | $127.8M | — | ||
| Q4 25 | $137.1M | $-128.6M | ||
| Q3 25 | $94.2M | $-180.4M | ||
| Q2 25 | $85.1M | $-115.0M | ||
| Q1 25 | $69.7M | $-151.1M | ||
| Q4 24 | $83.4M | $-133.2M | ||
| Q3 24 | $96.8M | $-133.5M | ||
| Q2 24 | $70.1M | $-131.6M |
| Q1 26 | 37.8% | — | ||
| Q4 25 | — | -54.7% | ||
| Q3 25 | — | -106.9% | ||
| Q2 25 | — | -64.8% | ||
| Q1 25 | — | -102.6% | ||
| Q4 24 | — | -74.3% | ||
| Q3 24 | — | -94.6% | ||
| Q2 24 | — | -79.1% |
| Q1 26 | 36.0% | — | ||
| Q4 25 | 38.8% | -62.0% | ||
| Q3 25 | 27.6% | -112.8% | ||
| Q2 25 | 25.1% | -69.0% | ||
| Q1 25 | 20.7% | -108.5% | ||
| Q4 24 | 25.4% | -80.9% | ||
| Q3 24 | 30.2% | -95.7% | ||
| Q2 24 | 22.2% | -89.5% |
| Q1 26 | $0.41 | — | ||
| Q4 25 | $0.43 | $-1.28 | ||
| Q3 25 | $0.31 | $-1.81 | ||
| Q2 25 | $0.28 | $-1.17 | ||
| Q1 25 | $0.23 | $-1.57 | ||
| Q4 24 | $0.27 | $-1.34 | ||
| Q3 24 | $0.32 | $-1.40 | ||
| Q2 24 | $0.23 | $-1.52 |
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 | $323.9M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.0B | $-80.0M |
| 总资产 | $9.1B | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $323.9M | — | ||
| Q4 25 | $334.4M | $421.0M | ||
| Q3 25 | $331.5M | $202.5M | ||
| Q2 25 | $105.0M | $176.3M | ||
| Q1 25 | $106.5M | $127.1M | ||
| Q4 24 | $377.6M | $174.0M | ||
| Q3 24 | $451.3M | $150.6M | ||
| Q2 24 | $473.6M | $480.7M |
| Q1 26 | — | — | ||
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.5B | — | ||
| Q2 25 | $5.1B | — | ||
| Q1 25 | $5.1B | — | ||
| Q4 24 | $5.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.0B | $-80.0M | ||
| Q3 25 | $3.0B | $9.2M | ||
| Q2 25 | $3.0B | $151.3M | ||
| Q1 25 | $3.0B | $144.2M | ||
| Q4 24 | $3.0B | $255.0M | ||
| Q3 24 | $2.9B | $346.8M | ||
| Q2 24 | $2.9B | $432.4M |
| Q1 26 | $9.1B | — | ||
| Q4 25 | $9.1B | $1.5B | ||
| Q3 25 | $9.0B | $1.2B | ||
| Q2 25 | $8.6B | $1.3B | ||
| Q1 25 | $8.6B | $1.3B | ||
| Q4 24 | $8.9B | $1.5B | ||
| Q3 24 | $8.7B | $1.5B | ||
| Q2 24 | $8.7B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | — | ||
| Q3 25 | 1.85× | — | ||
| Q2 25 | 1.73× | — | ||
| Q1 25 | 1.73× | — | ||
| Q4 24 | 1.79× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-100.8M |
| 自由现金流率自由现金流/营收 | — | -48.6% |
| 资本支出强度资本支出/营收 | 3.4% | 0.5% |
| 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 | — | $-472.0M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $652.0M | $-99.8M | ||
| Q3 25 | $168.3M | $-91.4M | ||
| Q2 25 | $181.5M | $-108.3M | ||
| Q1 25 | $130.1M | $-166.5M | ||
| Q4 24 | $624.7M | $-79.3M | ||
| Q3 24 | $157.5M | $-67.0M | ||
| Q2 24 | $183.5M | $-77.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-100.8M | ||
| Q3 25 | — | $-92.7M | ||
| Q2 25 | — | $-110.7M | ||
| Q1 25 | — | $-167.8M | ||
| Q4 24 | — | $-79.5M | ||
| Q3 24 | — | $-68.6M | ||
| Q2 24 | — | $-79.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | -48.6% | ||
| Q3 25 | — | -58.0% | ||
| Q2 25 | — | -66.5% | ||
| Q1 25 | — | -120.5% | ||
| Q4 24 | — | -48.3% | ||
| Q3 24 | — | -49.2% | ||
| Q2 24 | — | -53.7% |
| Q1 26 | 3.4% | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 4.75× | — | ||
| Q3 25 | 1.79× | — | ||
| Q2 25 | 2.13× | — | ||
| Q1 25 | 1.87× | — | ||
| Q4 24 | 7.49× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 2.62× | — |
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
BRX
| Rental income | $354.3M | 100% |
| Other revenues | $482.0K | 0% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
