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Healthpeak Properties（DOC）与FTAI Aviation Ltd.（FTAI）财务数据对比。点击上方公司名可切换其他公司
FTAI Aviation Ltd.的季度营收约是Healthpeak Properties的1.2倍（$830.7M vs $702.9M），Healthpeak Properties净利率更高（51.6% vs 16.2%，领先35.5%），FTAI Aviation Ltd.同比增速更快（65.5% vs -6.6%），过去两年FTAI Aviation Ltd.的营收复合增速更高（36.8% vs 0.5%）
Healthpeak Properties是美国医疗地产领域的房地产投资信托基金，核心投资范畴覆盖老年住宅、生命科学相关物业及医疗办公楼三类资产。公司2007年于马里兰州组建，总部设在科罗拉多州丹佛市，在尔湾、纳什维尔、旧金山均设有办事处，截至2019年12月31日共持有617处物业的权益。
FTAI航空有限公司是一家全球性航空基础设施及解决方案提供商，主营商用飞机、航空发动机及相关航空资产的持有、租赁与维护业务，为全球商用航空公司、货运运营商提供定制化资产管理及售后支持服务，助力客户提升运营效率。
DOC vs FTAI — 直观对比
营收规模更大
FTAI
是对方的1.2倍
$702.9M
营收增速更快
FTAI
高出72.1%
-6.6%
净利率更高
DOC
高出35.5%
16.2%
两年增速更快
FTAI
近两年复合增速
0.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $702.9M | $830.7M |
| 净利润 | $363.0M | $134.2M |
| 毛利率 | — | 36.9% |
| 营业利润率 | 0.7% | — |
| 净利率 | 51.6% | 16.2% |
| 营收同比 | -6.6% | 65.5% |
| 净利润同比 | 28.3% | 34.7% |
| 每股收益（稀释后） | $0.28 | $1.29 |
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DOCFTAI
| Q1 26 | $702.9M | $830.7M | ||
| Q4 25 | $719.4M | $662.0M | ||
| Q3 25 | $705.9M | $667.1M | ||
| Q2 25 | $694.3M | $676.2M | ||
| Q1 25 | $702.9M | $502.1M | ||
| Q4 24 | $698.0M | $498.8M | ||
| Q3 24 | $700.4M | $465.8M | ||
| Q2 24 | $695.5M | $443.6M |
净利润DOCFTAI
| Q1 26 | $363.0M | $134.2M | ||
| Q4 25 | $114.0M | $115.6M | ||
| Q3 25 | $-117.1M | $117.7M | ||
| Q2 25 | $31.7M | $165.4M | ||
| Q1 25 | $42.8M | $102.4M | ||
| Q4 24 | $4.5M | $102.4M | ||
| Q3 24 | $85.9M | $86.5M | ||
| Q2 24 | $146.0M | $-219.9M |
毛利率DOCFTAI
| Q1 26 | — | 36.9% | ||
| Q4 25 | — | 44.3% | ||
| Q3 25 | 58.6% | 45.6% | ||
| Q2 25 | 60.2% | 45.4% | ||
| Q1 25 | 61.1% | 50.5% | ||
| Q4 24 | 60.3% | 48.3% | ||
| Q3 24 | 60.0% | 52.9% | ||
| Q2 24 | 60.6% | 53.6% |
营业利润率DOCFTAI
| Q1 26 | 0.7% | — | ||
| Q4 25 | 17.4% | 20.3% | ||
| Q3 25 | 9.2% | 21.6% | ||
| Q2 25 | 5.7% | 30.1% | ||
| Q1 25 | 7.7% | 24.9% | ||
| Q4 24 | -2.2% | 21.7% | ||
| Q3 24 | 14.1% | 20.1% | ||
| Q2 24 | 22.3% | -52.5% |
净利率DOCFTAI
| Q1 26 | 51.6% | 16.2% | ||
| Q4 25 | 73.2% | 17.5% | ||
| Q3 25 | -16.6% | 17.6% | ||
| Q2 25 | 4.6% | 24.5% | ||
| Q1 25 | 6.1% | 20.4% | ||
| Q4 24 | 0.7% | 20.5% | ||
| Q3 24 | 12.3% | 18.6% | ||
| Q2 24 | 21.0% | -49.6% |
每股收益（稀释后）DOCFTAI
| Q1 26 | $0.28 | $1.29 | ||
| Q4 25 | $0.16 | $1.06 | ||
| Q3 25 | $-0.17 | $1.10 | ||
| Q2 25 | $0.05 | $1.57 | ||
| Q1 25 | $0.06 | $0.87 | ||
| Q4 24 | $0.02 | $0.87 | ||
| Q3 24 | $0.12 | $0.76 | ||
| Q2 24 | $0.21 | $-2.26 |
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 | $-1.2B | $412.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.8B | $431.7M |
| 总资产 | $21.6B | $4.5B |
| 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DOCFTAI
| Q1 26 | $-1.2B | $412.2M | ||
| Q4 25 | $467.5M | $300.5M | ||
| Q3 25 | $91.0M | $509.9M | ||
| Q2 25 | $89.4M | $301.9M | ||
| Q1 25 | $70.6M | $112.1M | ||
| Q4 24 | $119.8M | $115.1M | ||
| Q3 24 | $180.4M | $111.9M | ||
| Q2 24 | $106.9M | $169.5M |
总债务DOCFTAI
| Q1 26 | — | — | ||
| Q4 25 | $9.8B | $3.4B | ||
| Q3 25 | $9.1B | $3.4B | ||
| Q2 25 | $9.0B | $3.4B | ||
| Q1 25 | $8.9B | $3.6B | ||
| Q4 24 | $8.7B | $3.4B | ||
| Q3 24 | $8.6B | $3.2B | ||
| Q2 24 | $8.6B | $3.1B |
股东权益DOCFTAI
| Q1 26 | $7.8B | $431.7M | ||
| Q4 25 | $7.5B | $334.2M | ||
| Q3 25 | $7.6B | $252.5M | ||
| Q2 25 | $7.9B | $164.9M | ||
| Q1 25 | $8.2B | $28.3M | ||
| Q4 24 | $8.4B | $81.4M | ||
| Q3 24 | $8.6B | $118.5M | ||
| Q2 24 | $8.8B | $69.6M |
总资产DOCFTAI
| Q1 26 | $21.6B | $4.5B | ||
| Q4 25 | $20.3B | $4.4B | ||
| Q3 25 | $19.6B | $4.2B | ||
| Q2 25 | $19.8B | $4.1B | ||
| Q1 25 | $19.8B | $4.3B | ||
| Q4 24 | $19.9B | $4.0B | ||
| Q3 24 | $20.0B | $3.7B | ||
| Q2 24 | $20.2B | $3.4B |
负债/权益比DOCFTAI
| Q1 26 | — | — | ||
| Q4 25 | 1.31× | 10.32× | ||
| Q3 25 | 1.20× | 13.65× | ||
| Q2 25 | 1.14× | 20.88× | ||
| Q1 25 | 1.08× | 128.56× | ||
| Q4 24 | 1.04× | 42.28× | ||
| Q3 24 | 1.00× | 27.15× | ||
| Q2 24 | 0.98× | 44.24× |
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
DOC
| Outpatient Medical | $320.5M | 46% |
| Lab | $217.6M | 31% |
| Senior Housing | $148.9M | 21% |
| Other | $14.3M | 2% |
| Corporate Non-segment | $1.5M | 0% |
FTAI
| Aerospace products revenue | $522.6M | 63% |
| MRE Contract revenue | $221.2M | 27% |
| Lease income | $39.9M | 5% |
| Maintenance revenue | $30.6M | 4% |
| Asset sales revenue | $10.2M | 1% |
| Other revenue (1) | $6.2M | 1% |
