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Four Corners Property Trust, Inc.(FCPT)与RMR GROUP INC.(RMR)财务数据对比。点击上方公司名可切换其他公司
Four Corners Property Trust, Inc.的季度营收约是RMR GROUP INC.的1.2倍($78.2M vs $66.7M),Four Corners Property Trust, Inc.净利率更高(38.8% vs 18.3%,领先20.6%),RMR GROUP INC.同比增速更快(40.8% vs 9.4%)
Four Corners Property Trust是一家上市房地产投资信托公司,核心业务为收购、持有及运营高品质净租赁商业地产,资产以美国各地的餐厅与零售物业为主,租户多为经营表现稳定的消费赛道企业。
RMR集团是总部位于美国的另类资产管理企业,核心业务聚焦不动产及相关投资,覆盖商业地产、住宅物业、基础设施等赛道,服务全球核心市场的机构投资者、高净值人士及零售客户。
FCPT vs RMR — 直观对比
营收规模更大
FCPT
是对方的1.2倍
$66.7M
营收增速更快
RMR
高出31.4%
9.4%
净利率更高
FCPT
高出20.6%
18.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $78.2M | $66.7M |
| 净利润 | $30.4M | $12.2M |
| 毛利率 | — | — |
| 营业利润率 | 55.3% | 48.1% |
| 净利率 | 38.8% | 18.3% |
| 营收同比 | 9.4% | 40.8% |
| 净利润同比 | 16.0% | 91.1% |
| 每股收益(稀释后) | $0.28 | $0.71 |
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
FCPT
RMR
| Q1 26 | $78.2M | — | ||
| Q4 25 | $75.7M | $66.7M | ||
| Q3 25 | $74.1M | — | ||
| Q2 25 | $72.8M | — | ||
| Q1 25 | $71.5M | — | ||
| Q4 24 | $68.3M | — | ||
| Q3 24 | $66.8M | — | ||
| Q2 24 | $66.5M | — |
净利润
FCPT
RMR
| Q1 26 | $30.4M | — | ||
| Q4 25 | $29.4M | $12.2M | ||
| Q3 25 | $28.8M | — | ||
| Q2 25 | $27.9M | — | ||
| Q1 25 | $26.2M | — | ||
| Q4 24 | $26.2M | — | ||
| Q3 24 | $25.6M | — | ||
| Q2 24 | $24.7M | — |
营业利润率
FCPT
RMR
| Q1 26 | 55.3% | — | ||
| Q4 25 | — | 48.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
净利率
FCPT
RMR
| Q1 26 | 38.8% | — | ||
| Q4 25 | 38.9% | 18.3% | ||
| Q3 25 | 38.9% | — | ||
| Q2 25 | 38.3% | — | ||
| Q1 25 | 36.6% | — | ||
| Q4 24 | 38.3% | — | ||
| Q3 24 | 38.3% | — | ||
| Q2 24 | 37.1% | — |
每股收益(稀释后)
FCPT
RMR
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.27 | $0.71 | ||
| Q3 25 | $0.28 | — | ||
| Q2 25 | $0.28 | — | ||
| Q1 25 | $0.26 | — | ||
| Q4 24 | $0.27 | — | ||
| Q3 24 | $0.27 | — | ||
| Q2 24 | $0.27 | — |
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 | $29.6M | $49.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $232.7M |
| 总资产 | $3.0B | $687.1M |
| 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
FCPT
RMR
| Q1 26 | $29.6M | — | ||
| Q4 25 | $12.1M | $49.3M | ||
| Q3 25 | $6.7M | — | ||
| Q2 25 | $6.0M | — | ||
| Q1 25 | $22.3M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $44.5M | — | ||
| Q2 24 | $17.2M | — |
总债务
FCPT
RMR
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.2B | — |
股东权益
FCPT
RMR
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.6B | $232.7M | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.3B | — |
总资产
FCPT
RMR
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $687.1M | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.8B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.5B | — |
负债/权益比
FCPT
RMR
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.79× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.84× | — | ||
| Q4 24 | 0.78× | — | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.92× | — |
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 | — | $10.7M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 0.88× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
FCPT
RMR
| Q1 26 | — | — | ||
| Q4 25 | $192.3M | $10.7M | ||
| Q3 25 | $48.9M | — | ||
| Q2 25 | $43.8M | — | ||
| Q1 25 | $51.6M | — | ||
| Q4 24 | $144.1M | — | ||
| Q3 24 | $43.4M | — | ||
| Q2 24 | $39.7M | — |
现金转化率
FCPT
RMR
| Q1 26 | — | — | ||
| Q4 25 | 6.53× | 0.88× | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.57× | — | ||
| Q1 25 | 1.97× | — | ||
| Q4 24 | 5.51× | — | ||
| Q3 24 | 1.70× | — | ||
| Q2 24 | 1.61× | — |
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
FCPT
| Rental revenue | $69.8M | 89% |
| Restaurant revenue | $8.4M | 11% |
RMR
| Management Service Incentive | $23.6M | 35% |
| Industrial Logistics Properties Trust | $15.1M | 23% |
| Managed Private Real Estate Capital | $11.1M | 17% |
| Office Properties Income Trust | $5.6M | 8% |
| Other Private Entities | $5.3M | 8% |
| RMR Residential | $3.4M | 5% |
| Sonesta International Hotels Corporation | $2.1M | 3% |
| Investment Advisory Management And Administrative Service | $1.2M | 2% |