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IBEX Ltd（IBEX）与医疗房产信托（SVC）财务数据对比。点击上方公司名可切换其他公司
医疗房产信托的季度营收约是IBEX Ltd的1.8倍（$296.5M vs $164.2M），IBEX Ltd净利率更高（7.4% vs -0.3%，领先7.7%），IBEX Ltd同比增速更快（16.7% vs -17.0%），IBEX Ltd自由现金流更多（$-5.1M vs $-95.2M），过去两年IBEX Ltd的营收复合增速更高（13.8% vs -6.1%）
IBEX 35是西班牙主要交易所马德里证券交易所的基准股票指数，该指数始创于1992年，由西班牙证券市场集团BME旗下的交易所公司负责计算与管理。它以市值加权编制，涵盖马德里证券交易所流动性最高的35只西班牙股票，每年进行两次成分股调整。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
IBEX vs SVC — 直观对比
营收规模更大
SVC
是对方的1.8倍
$164.2M
营收增速更快
IBEX
高出33.7%
-17.0%
净利率更高
IBEX
高出7.7%
-0.3%
自由现金流更多
IBEX
多$90.1M
$-95.2M
两年增速更快
IBEX
近两年复合增速
-6.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $164.2M | $296.5M |
| 净利润 | $12.2M | $-782.0K |
| 毛利率 | — | — |
| 营业利润率 | 9.3% | -3.9% |
| 净利率 | 7.4% | -0.3% |
| 营收同比 | 16.7% | -17.0% |
| 净利润同比 | 31.8% | 99.0% |
| 每股收益（稀释后） | $0.83 | $-0.01 |
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IBEXSVC
| Q4 25 | $164.2M | $296.5M | ||
| Q3 25 | $151.2M | $377.6M | ||
| Q2 25 | $147.1M | $404.4M | ||
| Q1 25 | $140.7M | $335.0M | ||
| Q4 24 | $140.7M | $357.0M | ||
| Q3 24 | $129.7M | $390.9M | ||
| Q2 24 | $124.5M | $412.5M | ||
| Q1 24 | $126.8M | $336.2M |
净利润IBEXSVC
| Q4 25 | $12.2M | $-782.0K | ||
| Q3 25 | $12.0M | $-46.9M | ||
| Q2 25 | $9.6M | $-38.2M | ||
| Q1 25 | $10.5M | $-116.4M | ||
| Q4 24 | $9.3M | $-76.4M | ||
| Q3 24 | $7.5M | $-46.9M | ||
| Q2 24 | $9.8M | $-73.8M | ||
| Q1 24 | $10.3M | $-78.4M |
营业利润率IBEXSVC
| Q4 25 | 9.3% | -3.9% | ||
| Q3 25 | 9.1% | -12.8% | ||
| Q2 25 | 8.3% | -9.2% | ||
| Q1 25 | 9.5% | -33.3% | ||
| Q4 24 | 8.5% | -19.4% | ||
| Q3 24 | 7.0% | -12.8% | ||
| Q2 24 | 10.3% | -17.1% | ||
| Q1 24 | 8.9% | -21.4% |
净利率IBEXSVC
| Q4 25 | 7.4% | -0.3% | ||
| Q3 25 | 8.0% | -12.4% | ||
| Q2 25 | 6.5% | -9.4% | ||
| Q1 25 | 7.4% | -34.8% | ||
| Q4 24 | 6.6% | -21.4% | ||
| Q3 24 | 5.8% | -12.0% | ||
| Q2 24 | 7.9% | -17.9% | ||
| Q1 24 | 8.1% | -23.3% |
每股收益（稀释后）IBEXSVC
| Q4 25 | $0.83 | $-0.01 | ||
| Q3 25 | $0.82 | $-0.28 | ||
| Q2 25 | $0.63 | $-0.23 | ||
| Q1 25 | $0.73 | $-0.70 | ||
| Q4 24 | $0.57 | $-0.46 | ||
| Q3 24 | $0.43 | $-0.28 | ||
| Q2 24 | $0.55 | $-0.45 | ||
| Q1 24 | $0.57 | $-0.48 |
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 | $15.5M | $346.8M |
| 总债务越低越好 | $594.0K | $5.5B |
| 股东权益账面价值 | $154.5M | $646.1M |
| 总资产 | $295.8M | $6.5B |
| 负债/权益比越低杠杆越低 | 0.00× | 8.52× |
8季度趋势，按日历期对齐
现金及短期投资IBEXSVC
| Q4 25 | $15.5M | $346.8M | ||
| Q3 25 | $22.7M | $417.4M | ||
| Q2 25 | $15.3M | $63.2M | ||
| Q1 25 | $13.0M | $80.1M | ||
| Q4 24 | $20.2M | $143.5M | ||
| Q3 24 | $62.3M | $48.6M | ||
| Q2 24 | $62.7M | $14.6M | ||
| Q1 24 | $50.7M | $71.3M |
总债务IBEXSVC
| Q4 25 | $594.0K | $5.5B | ||
| Q3 25 | $726.0K | — | ||
| Q2 25 | $796.0K | — | ||
| Q1 25 | $735.0K | — | ||
| Q4 24 | $695.0K | $5.8B | ||
| Q3 24 | $802.0K | — | ||
| Q2 24 | $867.0K | — | ||
| Q1 24 | $820.0K | — |
股东权益IBEXSVC
| Q4 25 | $154.5M | $646.1M | ||
| Q3 25 | $143.6M | $647.9M | ||
| Q2 25 | $134.3M | $695.9M | ||
| Q1 25 | $124.2M | $734.6M | ||
| Q4 24 | $108.9M | $851.9M | ||
| Q3 24 | $171.1M | $929.0M | ||
| Q2 24 | $165.8M | $1.0B | ||
| Q1 24 | $159.3M | $1.1B |
总资产IBEXSVC
| Q4 25 | $295.8M | $6.5B | ||
| Q3 25 | $283.9M | $7.0B | ||
| Q2 25 | $273.2M | $6.9B | ||
| Q1 25 | $274.7M | $7.0B | ||
| Q4 24 | $272.5M | $7.1B | ||
| Q3 24 | $306.3M | $7.1B | ||
| Q2 24 | $293.9M | $7.1B | ||
| Q1 24 | $289.6M | $7.2B |
负债/权益比IBEXSVC
| Q4 25 | 0.00× | 8.52× | ||
| Q3 25 | 0.01× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | 6.85× | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.01× | — | ||
| Q1 24 | 0.01× | — |
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 | $6.6M | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | $-5.1M | $-95.2M |
| 自由现金流率自由现金流/营收 | -3.1% | -32.1% |
| 资本支出强度资本支出/营收 | 7.1% | 25.9% |
| 现金转化率经营现金流/净利润 | 0.54× | — |
| 过去12个月自由现金流最近4个季度 | $29.3M | $-107.0M |
8季度趋势，按日历期对齐
经营现金流IBEXSVC
| Q4 25 | $6.6M | $-18.5M | ||
| Q3 25 | $15.7M | $98.1M | ||
| Q2 25 | $27.9M | $-7.0K | ||
| Q1 25 | $8.8M | $38.2M | ||
| Q4 24 | $1.1M | $-9.7M | ||
| Q3 24 | $7.8M | $106.2M | ||
| Q2 24 | $17.4M | $43.8M | ||
| Q1 24 | $11.4M | $-926.0K |
自由现金流IBEXSVC
| Q4 25 | $-5.1M | $-95.2M | ||
| Q3 25 | $8.0M | $57.9M | ||
| Q2 25 | $22.8M | $-46.6M | ||
| Q1 25 | $3.6M | $-23.2M | ||
| Q4 24 | $-3.2M | $-88.9M | ||
| Q3 24 | $4.1M | $24.1M | ||
| Q2 24 | $15.2M | $-22.3M | ||
| Q1 24 | $9.7M | $-77.2M |
自由现金流率IBEXSVC
| Q4 25 | -3.1% | -32.1% | ||
| Q3 25 | 5.3% | 15.3% | ||
| Q2 25 | 15.5% | -11.5% | ||
| Q1 25 | 2.5% | -6.9% | ||
| Q4 24 | -2.3% | -24.9% | ||
| Q3 24 | 3.2% | 6.2% | ||
| Q2 24 | 12.2% | -5.4% | ||
| Q1 24 | 7.7% | -23.0% |
资本支出强度IBEXSVC
| Q4 25 | 7.1% | 25.9% | ||
| Q3 25 | 5.1% | 10.6% | ||
| Q2 25 | 3.5% | 11.5% | ||
| Q1 25 | 3.7% | 18.3% | ||
| Q4 24 | 3.1% | 22.2% | ||
| Q3 24 | 2.8% | 21.0% | ||
| Q2 24 | 1.8% | 16.0% | ||
| Q1 24 | 1.3% | 22.7% |
现金转化率IBEXSVC
| Q4 25 | 0.54× | — | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 2.91× | — | ||
| Q1 25 | 0.84× | — | ||
| Q4 24 | 0.12× | — | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 1.77× | — | ||
| Q1 24 | 1.11× | — |
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
IBEX
| Transferred Over Time | $147.1M | 90% |
| Transferred At Point In Time | $17.1M | 10% |
SVC
暂无分部数据
