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牛津地产（IIPR）与Industrial Logistics Properties Trust（ILPT）财务数据对比。点击上方公司名可切换其他公司
Industrial Logistics Properties Trust的季度营收约是牛津地产的1.7倍（$113.9M vs $66.7M），牛津地产净利率更高（47.8% vs -1.6%，领先49.3%），Industrial Logistics Properties Trust同比增速更快（3.1% vs -13.1%），过去两年Industrial Logistics Properties Trust的营收复合增速更高（0.7% vs -6.0%）
牛津地产是一家加拿大跨国企业，业务涵盖房地产投资、开发与物业管理。其投资组合包含写字楼、零售、工业、多户住宅、生命科学及酒店类资产。该公司1960年以私营企业形式创立，自2003年起成为安大略省市政雇员退休系统（OMERS）的全资子公司，总部设于多伦多，在纽约、伦敦、澳大利亚、新加坡及卢森堡均设有区域总部。
Industrial Logistics Properties Trust是一家专注于工业与物流地产的房地产投资信托，主要在美国境内持有及运营配送中心、仓储设施与最后一公里配送物业，为电商、零售、制造及供应链运营企业提供仓储及物流运营相关配套服务。
IIPR vs ILPT — 直观对比
营收规模更大
ILPT
是对方的1.7倍
$66.7M
营收增速更快
ILPT
高出16.2%
-13.1%
净利率更高
IIPR
高出49.3%
-1.6%
两年增速更快
ILPT
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $66.7M | $113.9M |
| 净利润 | $31.8M | $-1.8M |
| 毛利率 | — | — |
| 营业利润率 | 47.8% | -22.1% |
| 净利率 | 47.8% | -1.6% |
| 营收同比 | -13.1% | 3.1% |
| 净利润同比 | -20.4% | 92.6% |
| 每股收益（稀释后） | $1.07 | $-0.02 |
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IIPRILPT
| Q4 25 | $66.7M | $113.9M | ||
| Q3 25 | $64.7M | $110.9M | ||
| Q2 25 | $62.9M | $112.1M | ||
| Q1 25 | $71.7M | $111.9M | ||
| Q4 24 | $76.7M | $110.5M | ||
| Q3 24 | $76.5M | $108.9M | ||
| Q2 24 | $79.8M | $110.6M | ||
| Q1 24 | $75.5M | $112.2M |
净利润IIPRILPT
| Q4 25 | $31.8M | $-1.8M | ||
| Q3 25 | $29.3M | $-21.6M | ||
| Q2 25 | $26.0M | $-21.3M | ||
| Q1 25 | $31.1M | $-21.5M | ||
| Q4 24 | $40.0M | $-24.1M | ||
| Q3 24 | $40.2M | $-25.0M | ||
| Q2 24 | $42.0M | $-23.2M | ||
| Q1 24 | $39.4M | $-23.4M |
营业利润率IIPRILPT
| Q4 25 | 47.8% | -22.1% | ||
| Q3 25 | 45.5% | -29.4% | ||
| Q2 25 | 45.9% | -30.8% | ||
| Q1 25 | 47.4% | -26.9% | ||
| Q4 24 | 54.7% | -31.1% | ||
| Q3 24 | 54.8% | -33.5% | ||
| Q2 24 | 53.1% | -32.4% | ||
| Q1 24 | 55.7% | -31.7% |
净利率IIPRILPT
| Q4 25 | 47.8% | -1.6% | ||
| Q3 25 | 45.3% | -19.4% | ||
| Q2 25 | 41.4% | -19.0% | ||
| Q1 25 | 43.3% | -19.2% | ||
| Q4 24 | 52.2% | -21.8% | ||
| Q3 24 | 52.6% | -22.9% | ||
| Q2 24 | 52.6% | -20.9% | ||
| Q1 24 | 52.3% | -20.9% |
每股收益（稀释后）IIPRILPT
| Q4 25 | $1.07 | $-0.02 | ||
| Q3 25 | $0.97 | $-0.33 | ||
| Q2 25 | $0.86 | $-0.32 | ||
| Q1 25 | $1.03 | $-0.33 | ||
| Q4 24 | $1.35 | $-0.37 | ||
| Q3 24 | $1.37 | $-0.38 | ||
| Q2 24 | $1.44 | $-0.35 | ||
| Q1 24 | $1.36 | $-0.36 |
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 | $47.6M | $94.8M |
| 总债务越低越好 | $393.7M | $4.2B |
| 股东权益账面价值 | $1.8B | $489.7M |
| 总资产 | $2.4B | $5.2B |
| 负债/权益比越低杠杆越低 | 0.21× | 8.56× |
8季度趋势，按日历期对齐
现金及短期投资IIPRILPT
| Q4 25 | $47.6M | $94.8M | ||
| Q3 25 | $41.9M | $83.2M | ||
| Q2 25 | $104.9M | $58.6M | ||
| Q1 25 | $133.3M | $108.0M | ||
| Q4 24 | $151.2M | $131.7M | ||
| Q3 24 | $172.4M | $153.9M | ||
| Q2 24 | $160.9M | $146.2M | ||
| Q1 24 | $173.5M | $128.4M |
总债务IIPRILPT
| Q4 25 | $393.7M | $4.2B | ||
| Q3 25 | — | $4.2B | ||
| Q2 25 | — | $4.2B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.3B | ||
| Q1 24 | — | $4.3B |
股东权益IIPRILPT
| Q4 25 | $1.8B | $489.7M | ||
| Q3 25 | $1.9B | $494.1M | ||
| Q2 25 | $1.9B | $519.1M | ||
| Q1 25 | $1.9B | $539.5M | ||
| Q4 24 | $1.9B | $562.0M | ||
| Q3 24 | $1.9B | $585.9M | ||
| Q2 24 | $1.9B | $618.3M | ||
| Q1 24 | $2.0B | $643.2M |
总资产IIPRILPT
| Q4 25 | $2.4B | $5.2B | ||
| Q3 25 | $2.3B | $5.2B | ||
| Q2 25 | $2.3B | $5.2B | ||
| Q1 25 | $2.4B | $5.4B | ||
| Q4 24 | $2.4B | $5.4B | ||
| Q3 24 | $2.4B | $5.5B | ||
| Q2 24 | $2.4B | $5.5B | ||
| Q1 24 | $2.4B | $5.5B |
负债/权益比IIPRILPT
| Q4 25 | 0.21× | 8.56× | ||
| Q3 25 | — | 8.49× | ||
| Q2 25 | — | 8.09× | ||
| Q1 25 | — | 7.96× | ||
| Q4 24 | — | 7.65× | ||
| Q3 24 | — | 7.35× | ||
| Q2 24 | — | 6.96× | ||
| Q1 24 | — | 6.70× |
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 | $198.2M | $60.7M |
| 自由现金流经营现金流 - 资本支出 | — | $42.0M |
| 自由现金流率自由现金流/营收 | — | 36.9% |
| 资本支出强度资本支出/营收 | — | 16.4% |
| 现金转化率经营现金流/净利润 | 6.22× | — |
| 过去12个月自由现金流最近4个季度 | — | $79.8M |
8季度趋势，按日历期对齐
经营现金流IIPRILPT
| Q4 25 | $198.2M | $60.7M | ||
| Q3 25 | $45.6M | $22.7M | ||
| Q2 25 | $48.4M | $18.4M | ||
| Q1 25 | $54.2M | $11.4M | ||
| Q4 24 | $258.4M | $2.0M | ||
| Q3 24 | $64.9M | $-3.4M | ||
| Q2 24 | $64.2M | $10.8M | ||
| Q1 24 | $71.6M | $8.0M |
自由现金流IIPRILPT
| Q4 25 | — | $42.0M | ||
| Q3 25 | — | $17.6M | ||
| Q2 25 | — | $15.2M | ||
| Q1 25 | — | $5.0M | ||
| Q4 24 | — | $-3.7M | ||
| Q3 24 | — | $-5.9M | ||
| Q2 24 | — | $9.4M | ||
| Q1 24 | — | $5.9M |
自由现金流率IIPRILPT
| Q4 25 | — | 36.9% | ||
| Q3 25 | — | 15.9% | ||
| Q2 25 | — | 13.5% | ||
| Q1 25 | — | 4.5% | ||
| Q4 24 | — | -3.4% | ||
| Q3 24 | — | -5.5% | ||
| Q2 24 | — | 8.5% | ||
| Q1 24 | — | 5.2% |
资本支出强度IIPRILPT
| Q4 25 | — | 16.4% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 5.7% | ||
| Q4 24 | — | 5.2% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 1.9% |
现金转化率IIPRILPT
| Q4 25 | 6.22× | — | ||
| Q3 25 | 1.56× | — | ||
| Q2 25 | 1.86× | — | ||
| Q1 25 | 1.75× | — | ||
| Q4 24 | 6.46× | — | ||
| Q3 24 | 1.61× | — | ||
| Q2 24 | 1.53× | — | ||
| Q1 24 | 1.82× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
