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弗雷斯特研究公司(FORR)与NETSTREIT Corp.(NTST)财务数据对比。点击上方公司名可切换其他公司
弗雷斯特研究公司的季度营收约是NETSTREIT Corp.的1.8倍($101.1M vs $57.1M),NETSTREIT Corp.净利率更高(10.0% vs -33.5%,领先43.5%),NETSTREIT Corp.同比增速更快(24.3% vs -6.5%),过去两年NETSTREIT Corp.的营收复合增速更高(20.1% vs 0.5%)
福雷斯特研究公司是一家全球领先的研究咨询机构,主营业务涵盖行业研究、管理咨询与行业峰会举办,客户群体包括全球大型企业、科技公司与消费领域领军企业,公司总部位于美国马萨诸塞州剑桥市。
NETSTREIT Corp.是一家总部位于美国的房地产投资信托(REIT),专注于收购和运营多元化的单租户净租赁商业物业组合,资产涵盖零售、工业、办公类别,主要服务于美国市场的投资级企业租户。
FORR vs NTST — 直观对比
营收规模更大
FORR
是对方的1.8倍
$57.1M
营收增速更快
NTST
高出30.8%
-6.5%
净利率更高
NTST
高出43.5%
-33.5%
两年增速更快
NTST
近两年复合增速
0.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $101.1M | $57.1M |
| 净利润 | $-33.9M | $5.7M |
| 毛利率 | 56.7% | — |
| 营业利润率 | -36.6% | 34.1% |
| 净利率 | -33.5% | 10.0% |
| 营收同比 | -6.5% | 24.3% |
| 净利润同比 | -7941.4% | 235.9% |
| 每股收益(稀释后) | $-1.75 | $0.32 |
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
FORR
NTST
| Q1 26 | — | $57.1M | ||
| Q4 25 | $101.1M | $52.5M | ||
| Q3 25 | $94.3M | $48.3M | ||
| Q2 25 | $111.7M | $48.3M | ||
| Q1 25 | $89.9M | $45.9M | ||
| Q4 24 | $108.0M | $44.1M | ||
| Q3 24 | $102.5M | $41.4M | ||
| Q2 24 | $121.8M | $39.6M |
净利润
FORR
NTST
| Q1 26 | — | $5.7M | ||
| Q4 25 | $-33.9M | $1.3M | ||
| Q3 25 | $-2.1M | $618.0K | ||
| Q2 25 | $3.9M | $3.3M | ||
| Q1 25 | $-87.3M | $1.7M | ||
| Q4 24 | $432.0K | $-5.4M | ||
| Q3 24 | $-5.8M | $-5.3M | ||
| Q2 24 | $6.3M | $-2.3M |
毛利率
FORR
NTST
| Q1 26 | — | — | ||
| Q4 25 | 56.7% | — | ||
| Q3 25 | 60.0% | — | ||
| Q2 25 | 55.5% | — | ||
| Q1 25 | 55.9% | — | ||
| Q4 24 | 58.8% | — | ||
| Q3 24 | 60.5% | — | ||
| Q2 24 | 57.3% | — |
营业利润率
FORR
NTST
| Q1 26 | — | 34.1% | ||
| Q4 25 | -36.6% | 2.6% | ||
| Q3 25 | 4.7% | 1.3% | ||
| Q2 25 | 6.2% | 6.8% | ||
| Q1 25 | -97.5% | 3.7% | ||
| Q4 24 | -0.5% | -12.3% | ||
| Q3 24 | -0.7% | -12.8% | ||
| Q2 24 | 9.3% | -5.8% |
净利率
FORR
NTST
| Q1 26 | — | 10.0% | ||
| Q4 25 | -33.5% | 2.5% | ||
| Q3 25 | -2.3% | 1.3% | ||
| Q2 25 | 3.5% | 6.8% | ||
| Q1 25 | -97.1% | 3.7% | ||
| Q4 24 | 0.4% | -12.3% | ||
| Q3 24 | -5.7% | -12.8% | ||
| Q2 24 | 5.2% | -5.8% |
每股收益(稀释后)
FORR
NTST
| Q1 26 | — | $0.32 | ||
| Q4 25 | $-1.75 | $0.01 | ||
| Q3 25 | $-0.11 | $0.01 | ||
| Q2 25 | $0.20 | $0.04 | ||
| Q1 25 | $-4.62 | $0.02 | ||
| Q4 24 | $0.02 | $-0.07 | ||
| Q3 24 | $-0.30 | $-0.07 | ||
| Q2 24 | $0.33 | $-0.03 |
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 | $63.3M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $126.5M | $1.5B |
| 总资产 | $404.0M | $2.8B |
| 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
FORR
NTST
| Q1 26 | — | — | ||
| Q4 25 | $63.3M | — | ||
| Q3 25 | $65.1M | — | ||
| Q2 25 | $67.8M | — | ||
| Q1 25 | $75.6M | — | ||
| Q4 24 | $56.1M | — | ||
| Q3 24 | $62.8M | — | ||
| Q2 24 | $58.9M | — |
总债务
FORR
NTST
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $926.6M | ||
| Q1 25 | — | $913.3M | ||
| Q4 24 | — | $868.3M | ||
| Q3 24 | — | $778.7M | ||
| Q2 24 | — | $726.2M |
股东权益
FORR
NTST
| Q1 26 | — | $1.5B | ||
| Q4 25 | $126.5M | $1.4B | ||
| Q3 25 | $157.7M | $1.3B | ||
| Q2 25 | $159.5M | $1.3B | ||
| Q1 25 | $147.4M | $1.3B | ||
| Q4 24 | $229.5M | $1.3B | ||
| Q3 24 | $234.3M | $1.3B | ||
| Q2 24 | $237.1M | $1.3B |
总资产
FORR
NTST
| Q1 26 | — | $2.8B | ||
| Q4 25 | $404.0M | $2.6B | ||
| Q3 25 | $414.2M | $2.5B | ||
| Q2 25 | $436.0M | $2.3B | ||
| Q1 25 | $439.8M | $2.3B | ||
| Q4 24 | $503.9M | $2.3B | ||
| Q3 24 | $505.3M | $2.2B | ||
| Q2 24 | $524.2M | $2.1B |
负债/权益比
FORR
NTST
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.84× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.55× |
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 | $-3.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-4.3M | — |
| 自由现金流率自由现金流/营收 | -4.2% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 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 | $18.1M | — |
8季度趋势,按日历期对齐
经营现金流
FORR
NTST
| Q1 26 | — | — | ||
| Q4 25 | $-3.2M | $109.5M | ||
| Q3 25 | $1.2M | $28.0M | ||
| Q2 25 | $-3.6M | $30.6M | ||
| Q1 25 | $26.7M | $22.1M | ||
| Q4 24 | $-1.8M | $90.2M | ||
| Q3 24 | $264.0K | $25.1M | ||
| Q2 24 | $-2.9M | $25.4M |
自由现金流
FORR
NTST
| Q1 26 | — | — | ||
| Q4 25 | $-4.3M | — | ||
| Q3 25 | $524.0K | — | ||
| Q2 25 | $-4.2M | — | ||
| Q1 25 | $26.1M | — | ||
| Q4 24 | $-2.5M | — | ||
| Q3 24 | $-223.0K | — | ||
| Q2 24 | $-3.7M | — |
自由现金流率
FORR
NTST
| Q1 26 | — | — | ||
| Q4 25 | -4.2% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | -3.8% | — | ||
| Q1 25 | 29.0% | — | ||
| Q4 24 | -2.3% | — | ||
| Q3 24 | -0.2% | — | ||
| Q2 24 | -3.1% | — |
资本支出强度
FORR
NTST
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.7% | — |
现金转化率
FORR
NTST
| Q1 26 | — | — | ||
| Q4 25 | — | 82.46× | ||
| Q3 25 | — | 45.27× | ||
| Q2 25 | -0.93× | 9.36× | ||
| Q1 25 | — | 13.06× | ||
| Q4 24 | -4.24× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -0.46× | — |
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
FORR
| Research Segment | $82.2M | 81% |
| Consulting Segment | $16.2M | 16% |
| Billable Expenses | $1.5M | 2% |
| Professional Services | $1.4M | 1% |
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |