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ESSENTIAL PROPERTIES REALTY TRUST, INC.（EPRT）与再鼎医药（ZLAB）财务数据对比。点击上方公司名可切换其他公司
ESSENTIAL PROPERTIES REALTY TRUST, INC.的季度营收约是再鼎医药的1.2倍（$158.8M vs $127.1M），ESSENTIAL PROPERTIES REALTY TRUST, INC.同比增速更快（22.8% vs 17.1%），过去两年再鼎医药的营收复合增速更高（20.8% vs 20.6%）
Essential Properties Realty Trust是一家上市房地产投资信托企业，收购、持有并管理美国全境的单租户净租赁商业地产组合，资产主要覆盖休闲餐饮、汽车服务、医疗诊所、幼儿教育中心、轻型工业等刚需服务类业态，租户普遍拥有稳健的长期经营记录。
再鼎医药是一家创新生物制药企业，专注于肿瘤、自身免疫性疾病、感染性疾病等领域创新疗法的研发、生产与商业化，核心市场覆盖大中华区，与全球多家头部生物科技企业合作，为存在未被满足医疗需求的患者提供治疗方案。
EPRT vs ZLAB — 直观对比
营收规模更大
EPRT
是对方的1.2倍
$127.1M
营收增速更快
EPRT
高出5.6%
17.1%
两年增速更快
ZLAB
近两年复合增速
20.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $158.8M | $127.1M |
| 净利润 | $60.0M | — |
| 毛利率 | — | 51.0% |
| 营业利润率 | 56.5% | -54.6% |
| 净利率 | 37.8% | — |
| 营收同比 | 22.8% | 17.1% |
| 净利润同比 | 6.5% | — |
| 每股收益（稀释后） | $0.28 | $-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EPRTZLAB
| Q1 26 | $158.8M | — | ||
| Q4 25 | $149.9M | $127.1M | ||
| Q3 25 | $144.9M | $115.4M | ||
| Q2 25 | $137.1M | $109.1M | ||
| Q1 25 | $129.4M | $105.7M | ||
| Q4 24 | $119.7M | $108.5M | ||
| Q3 24 | $117.1M | $101.8M | ||
| Q2 24 | $109.3M | $100.1M |
净利润EPRTZLAB
| Q1 26 | $60.0M | — | ||
| Q4 25 | $68.1M | — | ||
| Q3 25 | $65.6M | $-36.0M | ||
| Q2 25 | $63.2M | $-40.7M | ||
| Q1 25 | $56.1M | $-48.4M | ||
| Q4 24 | $55.4M | — | ||
| Q3 24 | $49.1M | $-41.7M | ||
| Q2 24 | $51.5M | $-80.3M |
毛利率EPRTZLAB
| Q1 26 | — | — | ||
| Q4 25 | — | 51.0% | ||
| Q3 25 | — | 59.5% | ||
| Q2 25 | — | 60.6% | ||
| Q1 25 | — | 63.6% | ||
| Q4 24 | — | 61.5% | ||
| Q3 24 | — | 64.1% | ||
| Q2 24 | — | 64.9% |
营业利润率EPRTZLAB
| Q1 26 | 56.5% | — | ||
| Q4 25 | 65.9% | -54.6% | ||
| Q3 25 | 64.7% | -42.3% | ||
| Q2 25 | 64.1% | -50.3% | ||
| Q1 25 | 61.6% | -53.3% | ||
| Q4 24 | 66.1% | -62.6% | ||
| Q3 24 | 59.7% | -66.6% | ||
| Q2 24 | 61.1% | -76.0% |
净利率EPRTZLAB
| Q1 26 | 37.8% | — | ||
| Q4 25 | 45.4% | — | ||
| Q3 25 | 45.3% | -31.2% | ||
| Q2 25 | 46.1% | -37.3% | ||
| Q1 25 | 43.4% | -45.8% | ||
| Q4 24 | 46.3% | — | ||
| Q3 24 | 42.0% | -40.9% | ||
| Q2 24 | 47.1% | -80.2% |
每股收益（稀释后）EPRTZLAB
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.34 | $-0.05 | ||
| Q3 25 | $0.33 | $-0.03 | ||
| Q2 25 | $0.32 | $-0.04 | ||
| Q1 25 | $0.29 | $-0.04 | ||
| Q4 24 | $0.31 | $-0.09 | ||
| Q3 24 | $0.27 | $-0.04 | ||
| Q2 24 | $0.29 | $-0.08 |
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 | $15.2M | $689.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.4B | $715.5M |
| 总资产 | $7.2B | $1.2B |
| 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EPRTZLAB
| Q1 26 | $15.2M | — | ||
| Q4 25 | $60.2M | $689.6M | ||
| Q3 25 | $23.8M | $717.2M | ||
| Q2 25 | $20.8M | $732.2M | ||
| Q1 25 | $47.0M | $757.3M | ||
| Q4 24 | $40.7M | $779.7M | ||
| Q3 24 | $32.7M | $616.1M | ||
| Q2 24 | $23.6M | $630.0M |
总债务EPRTZLAB
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $1.9B | — |
股东权益EPRTZLAB
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $715.5M | ||
| Q3 25 | $3.8B | $759.9M | ||
| Q2 25 | $3.8B | $791.7M | ||
| Q1 25 | $3.8B | $810.8M | ||
| Q4 24 | $3.6B | $840.9M | ||
| Q3 24 | $3.2B | $667.7M | ||
| Q2 24 | $3.2B | $704.2M |
总资产EPRTZLAB
| Q1 26 | $7.2B | — | ||
| Q4 25 | $6.9B | $1.2B | ||
| Q3 25 | $6.6B | $1.2B | ||
| Q2 25 | $6.3B | $1.2B | ||
| Q1 25 | $6.1B | $1.2B | ||
| Q4 24 | $5.8B | $1.2B | ||
| Q3 24 | $5.5B | $985.3M | ||
| Q2 24 | $5.3B | $987.4M |
负债/权益比EPRTZLAB
| Q1 26 | — | — | ||
| Q4 25 | 0.60× | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.61× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 0.59× | — |
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 | — | $-26.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-26.7M |
| 自由现金流率自由现金流/营收 | — | -21.0% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-158.9M |
8季度趋势，按日历期对齐
经营现金流EPRTZLAB
| Q1 26 | — | — | ||
| Q4 25 | $381.1M | $-26.0M | ||
| Q3 25 | $99.0M | $-32.0M | ||
| Q2 25 | $99.8M | $-31.0M | ||
| Q1 25 | $77.2M | $-61.7M | ||
| Q4 24 | $308.5M | $-55.8M | ||
| Q3 24 | $73.5M | $-26.8M | ||
| Q2 24 | $81.1M | $-42.2M |
自由现金流EPRTZLAB
| Q1 26 | — | — | ||
| Q4 25 | — | $-26.7M | ||
| Q3 25 | — | $-35.0M | ||
| Q2 25 | — | $-33.9M | ||
| Q1 25 | — | $-63.2M | ||
| Q4 24 | — | $-58.4M | ||
| Q3 24 | — | $-28.2M | ||
| Q2 24 | — | $-42.9M |
自由现金流率EPRTZLAB
| Q1 26 | — | — | ||
| Q4 25 | — | -21.0% | ||
| Q3 25 | — | -30.4% | ||
| Q2 25 | — | -31.1% | ||
| Q1 25 | — | -59.9% | ||
| Q4 24 | — | -53.8% | ||
| Q3 24 | — | -27.7% | ||
| Q2 24 | — | -42.9% |
资本支出强度EPRTZLAB
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 0.7% |
现金转化率EPRTZLAB
| Q1 26 | — | — | ||
| Q4 25 | 5.60× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.58× | — | ||
| Q1 25 | 1.38× | — | ||
| Q4 24 | 5.57× | — | ||
| Q3 24 | 1.50× | — | ||
| Q2 24 | 1.57× | — |
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
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
ZLAB
| Zejula | $56.0M | 44% |
| Other | $21.9M | 17% |
| Nuzyra | $16.0M | 13% |
| Optune | $11.9M | 9% |
| XACDURO | $10.7M | 8% |
| Qinlock | $9.7M | 8% |
| AUGTYRO | $836.0K | 1% |
