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Global Net Lease, Inc.(GNL)与Rapid7, Inc.(RPD)财务数据对比。点击上方公司名可切换其他公司
Rapid7, Inc.的季度营收约是Global Net Lease, Inc.的1.9倍($217.4M vs $117.0M),Global Net Lease, Inc.净利率更高(41.2% vs 1.4%,领先39.8%),Rapid7, Inc.同比增速更快(0.5% vs -15.1%),过去两年Rapid7, Inc.的营收复合增速更高(3.0% vs -11.1%)
Global Net Lease, Inc. 是一家上市房地产投资信托机构,主要收购、持有并运营多元化商业地产资产,通过长期净租赁协议出租物业,项目覆盖北美、欧洲多地,涵盖工业、办公、零售等领域,为股东提供稳定的长期收益。
Rapid7是全球领先的网络安全企业,提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案,服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户,助力客户高效识别、应对和缓解网络安全风险。
GNL vs RPD — 直观对比
营收规模更大
RPD
是对方的1.9倍
$117.0M
营收增速更快
RPD
高出15.6%
-15.1%
净利率更高
GNL
高出39.8%
1.4%
两年增速更快
RPD
近两年复合增速
-11.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $117.0M | $217.4M |
| 净利润 | $48.2M | $3.1M |
| 毛利率 | — | 68.9% |
| 营业利润率 | 94.7% | 1.0% |
| 净利率 | 41.2% | 1.4% |
| 营收同比 | -15.1% | 0.5% |
| 净利润同比 | 838.7% | 44.1% |
| 每股收益(稀释后) | $0.14 | $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
GNL
RPD
| Q4 25 | $117.0M | $217.4M | ||
| Q3 25 | $121.0M | $218.0M | ||
| Q2 25 | $124.9M | $214.2M | ||
| Q1 25 | $132.4M | $210.3M | ||
| Q4 24 | $137.8M | $216.3M | ||
| Q3 24 | $138.7M | $214.7M | ||
| Q2 24 | $145.5M | $208.0M | ||
| Q1 24 | $147.9M | $205.1M |
净利润
GNL
RPD
| Q4 25 | $48.2M | $3.1M | ||
| Q3 25 | $-60.1M | $9.8M | ||
| Q2 25 | $-24.1M | $8.3M | ||
| Q1 25 | $-189.4M | $2.1M | ||
| Q4 24 | $-6.5M | $2.2M | ||
| Q3 24 | $-65.6M | $15.4M | ||
| Q2 24 | $-35.7M | $6.5M | ||
| Q1 24 | $-23.8M | $1.4M |
毛利率
GNL
RPD
| Q4 25 | — | 68.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.6% | ||
| Q1 25 | — | 71.7% | ||
| Q4 24 | — | 69.5% | ||
| Q3 24 | — | 70.6% | ||
| Q2 24 | — | 70.7% | ||
| Q1 24 | — | 70.3% |
营业利润率
GNL
RPD
| Q4 25 | 94.7% | 1.0% | ||
| Q3 25 | -11.7% | 2.7% | ||
| Q2 25 | 33.9% | 1.6% | ||
| Q1 25 | -21.1% | -0.0% | ||
| Q4 24 | 40.8% | 3.4% | ||
| Q3 24 | 9.3% | 6.0% | ||
| Q2 24 | 42.6% | 2.5% | ||
| Q1 24 | 38.6% | 4.7% |
净利率
GNL
RPD
| Q4 25 | 41.2% | 1.4% | ||
| Q3 25 | -49.7% | 4.5% | ||
| Q2 25 | -19.3% | 3.9% | ||
| Q1 25 | -143.0% | 1.0% | ||
| Q4 24 | -4.7% | 1.0% | ||
| Q3 24 | -47.3% | 7.2% | ||
| Q2 24 | -24.5% | 3.1% | ||
| Q1 24 | -16.1% | 0.7% |
每股收益(稀释后)
GNL
RPD
| Q4 25 | $0.14 | $0.05 | ||
| Q3 25 | $-0.32 | $0.15 | ||
| Q2 25 | $-0.16 | $0.13 | ||
| Q1 25 | $-0.87 | $0.03 | ||
| Q4 24 | $-0.08 | $0.08 | ||
| Q3 24 | $-0.33 | $0.21 | ||
| Q2 24 | $-0.20 | $0.09 | ||
| Q1 24 | $-0.15 | $0.02 |
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 | $180.1M | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $154.7M |
| 总资产 | $4.3B | $1.7B |
| 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
GNL
RPD
| Q4 25 | $180.1M | $474.7M | ||
| Q3 25 | $165.1M | $407.1M | ||
| Q2 25 | $144.8M | $511.7M | ||
| Q1 25 | $147.0M | $493.5M | ||
| Q4 24 | $159.7M | $521.7M | ||
| Q3 24 | $127.2M | $443.7M | ||
| Q2 24 | $122.2M | $442.6M | ||
| Q1 24 | $131.9M | $411.7M |
股东权益
GNL
RPD
| Q4 25 | $1.7B | $154.7M | ||
| Q3 25 | $1.7B | $127.2M | ||
| Q2 25 | $1.8B | $90.4M | ||
| Q1 25 | $1.9B | $52.7M | ||
| Q4 24 | $2.2B | $17.7M | ||
| Q3 24 | $2.3B | $-5.1M | ||
| Q2 24 | $2.4B | $-52.6M | ||
| Q1 24 | $2.5B | $-86.4M |
总资产
GNL
RPD
| Q4 25 | $4.3B | $1.7B | ||
| Q3 25 | $4.8B | $1.7B | ||
| Q2 25 | $5.0B | $1.6B | ||
| Q1 25 | $5.8B | $1.6B | ||
| Q4 24 | $7.0B | $1.7B | ||
| Q3 24 | $7.3B | $1.6B | ||
| Q2 24 | $7.6B | $1.5B | ||
| Q1 24 | $8.0B | $1.5B |
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 | $222.8M | $37.6M |
| 自由现金流经营现金流 - 资本支出 | — | $36.4M |
| 自由现金流率自由现金流/营收 | — | 16.8% |
| 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 | 4.62× | 12.01× |
| 过去12个月自由现金流最近4个季度 | — | $146.2M |
8季度趋势,按日历期对齐
经营现金流
GNL
RPD
| Q4 25 | $222.8M | $37.6M | ||
| Q3 25 | $56.0M | $39.0M | ||
| Q2 25 | $52.0M | $47.5M | ||
| Q1 25 | $59.2M | $29.8M | ||
| Q4 24 | $299.5M | $63.8M | ||
| Q3 24 | $62.1M | $44.0M | ||
| Q2 24 | $70.4M | $32.9M | ||
| Q1 24 | $92.2M | $31.1M |
自由现金流
GNL
RPD
| Q4 25 | — | $36.4M | ||
| Q3 25 | — | $34.8M | ||
| Q2 25 | — | $46.6M | ||
| Q1 25 | — | $28.4M | ||
| Q4 24 | — | $62.6M | ||
| Q3 24 | — | $42.6M | ||
| Q2 24 | — | $32.6M | ||
| Q1 24 | — | $30.4M |
自由现金流率
GNL
RPD
| Q4 25 | — | 16.8% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | — | 15.7% | ||
| Q1 24 | — | 14.8% |
资本支出强度
GNL
RPD
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 0.3% |
现金转化率
GNL
RPD
| Q4 25 | 4.62× | 12.01× | ||
| Q3 25 | — | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | — | 5.03× | ||
| Q1 24 | — | 22.10× |
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
GNL
| Industrial And Distribution Segment | $56.0M | 48% |
| Office Segment | $30.8M | 26% |
| Single Tenant Retail Segment | $30.2M | 26% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |