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COPT DEFENSE PROPERTIES（CDP）与Limbach Holdings, Inc.（LMB）财务数据对比。点击上方公司名可切换其他公司
COPT DEFENSE PROPERTIES的季度营收约是Limbach Holdings, Inc.的1.4倍（$197.4M vs $138.9M），COPT DEFENSE PROPERTIES净利率更高（20.0% vs 3.2%，领先16.8%），COPT DEFENSE PROPERTIES同比增速更快（7.6% vs 4.3%），过去两年Limbach Holdings, Inc.的营收复合增速更高（6.6% vs 1.1%）
COPT Defense Properties是一家专业房地产投资信托基金，重点投资写字楼物业，资产主要布局于华盛顿大都会区的近郊区域，核心租户为美国政府及国防军工行业企业。截至2024年12月31日，公司旗下共持有164栋写字楼，总面积达1650万平方英尺，同时运营31个单租户数据中心，总面积590万平方英尺。
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
CDP vs LMB — 直观对比
营收规模更大
CDP
是对方的1.4倍
$138.9M
营收增速更快
CDP
高出3.3%
4.3%
净利率更高
CDP
高出16.8%
3.2%
两年增速更快
LMB
近两年复合增速
1.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $197.4M | $138.9M |
| 净利润 | $39.4M | $4.4M |
| 毛利率 | — | 22.4% |
| 营业利润率 | 19.9% | 0.8% |
| 净利率 | 20.0% | 3.2% |
| 营收同比 | 7.6% | 4.3% |
| 净利润同比 | 8.0% | — |
| 每股收益（稀释后） | $0.32 | $0.36 |
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CDPLMB
| Q1 26 | — | $138.9M | ||
| Q4 25 | $197.4M | $186.9M | ||
| Q3 25 | $188.8M | $184.6M | ||
| Q2 25 | $189.9M | $142.2M | ||
| Q1 25 | $187.9M | $133.1M | ||
| Q4 24 | $183.4M | $143.7M | ||
| Q3 24 | $189.2M | $133.9M | ||
| Q2 24 | $187.3M | $122.2M |
净利润CDPLMB
| Q1 26 | — | $4.4M | ||
| Q4 25 | $39.4M | $12.3M | ||
| Q3 25 | $43.7M | $8.8M | ||
| Q2 25 | $40.2M | $7.8M | ||
| Q1 25 | $36.2M | $10.2M | ||
| Q4 24 | $36.5M | $9.8M | ||
| Q3 24 | $37.4M | $7.5M | ||
| Q2 24 | $36.4M | $6.0M |
毛利率CDPLMB
| Q1 26 | — | 22.4% | ||
| Q4 25 | — | 25.7% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | — | 28.0% | ||
| Q1 25 | — | 27.6% | ||
| Q4 24 | — | 30.3% | ||
| Q3 24 | — | 27.0% | ||
| Q2 24 | — | 27.4% |
营业利润率CDPLMB
| Q1 26 | — | 0.8% | ||
| Q4 25 | 19.9% | 9.4% | ||
| Q3 25 | 22.5% | 7.2% | ||
| Q2 25 | 21.0% | 7.5% | ||
| Q1 25 | 19.1% | 5.9% | ||
| Q4 24 | 19.7% | 9.1% | ||
| Q3 24 | 19.8% | 8.1% | ||
| Q2 24 | 19.4% | 6.7% |
净利率CDPLMB
| Q1 26 | — | 3.2% | ||
| Q4 25 | 20.0% | 6.6% | ||
| Q3 25 | 23.2% | 4.8% | ||
| Q2 25 | 21.1% | 5.5% | ||
| Q1 25 | 19.3% | 7.7% | ||
| Q4 24 | 19.9% | 6.9% | ||
| Q3 24 | 19.8% | 5.6% | ||
| Q2 24 | 19.4% | 4.9% |
每股收益（稀释后）CDPLMB
| Q1 26 | — | $0.36 | ||
| Q4 25 | $0.32 | $1.01 | ||
| Q3 25 | $0.37 | $0.73 | ||
| Q2 25 | $0.34 | $0.64 | ||
| Q1 25 | $0.31 | $0.85 | ||
| Q4 24 | $0.31 | $0.81 | ||
| Q3 24 | $0.32 | $0.62 | ||
| Q2 24 | $0.31 | $0.50 |
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 | $275.0M | $15.8M |
| 总债务越低越好 | $2.8B | $56.6M |
| 股东权益账面价值 | $1.5B | $196.3M |
| 总资产 | $4.7B | $377.0M |
| 负债/权益比越低杠杆越低 | 1.83× | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资CDPLMB
| Q1 26 | — | $15.8M | ||
| Q4 25 | $275.0M | $11.3M | ||
| Q3 25 | $23.7M | $9.8M | ||
| Q2 25 | $21.3M | $38.9M | ||
| Q1 25 | $24.3M | $38.1M | ||
| Q4 24 | $38.3M | $44.9M | ||
| Q3 24 | $34.5M | $51.2M | ||
| Q2 24 | $100.4M | $59.5M |
总债务CDPLMB
| Q1 26 | — | $56.6M | ||
| Q4 25 | $2.8B | $30.5M | ||
| Q3 25 | $2.4B | $56.3M | ||
| Q2 25 | $2.4B | $28.4M | ||
| Q1 25 | $2.4B | $23.7M | ||
| Q4 24 | $2.4B | $23.6M | ||
| Q3 24 | $2.4B | $20.5M | ||
| Q2 24 | $2.4B | $19.7M |
股东权益CDPLMB
| Q1 26 | — | $196.3M | ||
| Q4 25 | $1.5B | $195.7M | ||
| Q3 25 | $1.5B | $181.6M | ||
| Q2 25 | $1.5B | $170.5M | ||
| Q1 25 | $1.5B | $161.1M | ||
| Q4 24 | $1.5B | $153.5M | ||
| Q3 24 | $1.5B | $142.2M | ||
| Q2 24 | $1.5B | $133.0M |
总资产CDPLMB
| Q1 26 | — | $377.0M | ||
| Q4 25 | $4.7B | $381.1M | ||
| Q3 25 | $4.4B | $409.1M | ||
| Q2 25 | $4.3B | $343.0M | ||
| Q1 25 | $4.3B | $336.4M | ||
| Q4 24 | $4.3B | $352.1M | ||
| Q3 24 | $4.2B | $324.4M | ||
| Q2 24 | $4.2B | $303.9M |
负债/权益比CDPLMB
| Q1 26 | — | 0.29× | ||
| Q4 25 | 1.83× | 0.16× | ||
| Q3 25 | 1.62× | 0.31× | ||
| Q2 25 | 1.63× | 0.17× | ||
| Q1 25 | 1.62× | 0.15× | ||
| Q4 24 | 1.60× | 0.15× | ||
| Q3 24 | 1.61× | 0.14× | ||
| Q2 24 | 1.61× | 0.15× |
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 | $309.9M | — |
| 自由现金流经营现金流 - 资本支出 | $288.9M | — |
| 自由现金流率自由现金流/营收 | 146.4% | — |
| 资本支出强度资本支出/营收 | 10.7% | — |
| 现金转化率经营现金流/净利润 | 7.87× | — |
| 过去12个月自由现金流最近4个季度 | $501.5M | — |
8季度趋势，按日历期对齐
经营现金流CDPLMB
| Q1 26 | — | — | ||
| Q4 25 | $309.9M | $28.1M | ||
| Q3 25 | $68.6M | $13.3M | ||
| Q2 25 | $87.9M | $2.0M | ||
| Q1 25 | $72.1M | $2.2M | ||
| Q4 24 | $331.0M | $19.3M | ||
| Q3 24 | $65.1M | $4.9M | ||
| Q2 24 | $93.8M | $16.5M |
自由现金流CDPLMB
| Q1 26 | — | — | ||
| Q4 25 | $288.9M | $27.9M | ||
| Q3 25 | $62.9M | $12.8M | ||
| Q2 25 | $84.5M | $1.2M | ||
| Q1 25 | $65.1M | $11.0K | ||
| Q4 24 | $299.6M | $18.0M | ||
| Q3 24 | $61.0M | $4.6M | ||
| Q2 24 | $88.4M | $13.2M |
自由现金流率CDPLMB
| Q1 26 | — | — | ||
| Q4 25 | 146.4% | 14.9% | ||
| Q3 25 | 33.3% | 7.0% | ||
| Q2 25 | 44.5% | 0.8% | ||
| Q1 25 | 34.7% | 0.0% | ||
| Q4 24 | 163.3% | 12.5% | ||
| Q3 24 | 32.3% | 3.4% | ||
| Q2 24 | 47.2% | 10.8% |
资本支出强度CDPLMB
| Q1 26 | — | — | ||
| Q4 25 | 10.7% | 0.1% | ||
| Q3 25 | 3.0% | 0.3% | ||
| Q2 25 | 1.8% | 0.6% | ||
| Q1 25 | 3.7% | 1.7% | ||
| Q4 24 | 17.1% | 0.9% | ||
| Q3 24 | 2.1% | 0.3% | ||
| Q2 24 | 2.9% | 2.7% |
现金转化率CDPLMB
| Q1 26 | — | — | ||
| Q4 25 | 7.87× | 2.29× | ||
| Q3 25 | 1.57× | 1.52× | ||
| Q2 25 | 2.19× | 0.26× | ||
| Q1 25 | 1.99× | 0.22× | ||
| Q4 24 | 9.08× | 1.96× | ||
| Q3 24 | 1.74× | 0.66× | ||
| Q2 24 | 2.58× | 2.77× |
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
CDP
暂无分部数据
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |
