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牛津地产（IIPR）与LandBridge Co LLC（LB）财务数据对比。点击上方公司名可切换其他公司
牛津地产的季度营收约是LandBridge Co LLC的1.2倍（$66.7M vs $56.8M），牛津地产净利率更高（47.8% vs 14.2%，领先33.6%），LandBridge Co LLC同比增速更快（55.6% vs -13.1%），过去两年LandBridge Co LLC的营收复合增速更高（72.8% 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。
IIPR vs LB — 直观对比
营收规模更大
IIPR
是对方的1.2倍
$56.8M
营收增速更快
LB
高出68.7%
-13.1%
净利率更高
IIPR
高出33.6%
14.2%
两年增速更快
LB
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $66.7M | $56.8M |
| 净利润 | $31.8M | $8.1M |
| 毛利率 | — | — |
| 营业利润率 | 47.8% | 60.0% |
| 净利率 | 47.8% | 14.2% |
| 营收同比 | -13.1% | 55.6% |
| 净利润同比 | -20.4% | -83.7% |
| 每股收益（稀释后） | $1.07 | $0.24 |
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IIPRLB
| Q4 25 | $66.7M | $56.8M | ||
| Q3 25 | $64.7M | $50.8M | ||
| Q2 25 | $62.9M | $47.5M | ||
| Q1 25 | $71.7M | $44.0M | ||
| Q4 24 | $76.7M | $36.5M | ||
| Q3 24 | $76.5M | $28.5M | ||
| Q2 24 | $79.8M | $26.0M | ||
| Q1 24 | $75.5M | $19.0M |
净利润IIPRLB
| Q4 25 | $31.8M | $8.1M | ||
| Q3 25 | $29.3M | $8.1M | ||
| Q2 25 | $26.0M | $7.5M | ||
| Q1 25 | $31.1M | $6.5M | ||
| Q4 24 | $40.0M | $49.3M | ||
| Q3 24 | $40.2M | $2.7M | ||
| Q2 24 | $42.0M | $-57.7M | ||
| Q1 24 | $39.4M | $10.8M |
营业利润率IIPRLB
| Q4 25 | 47.8% | 60.0% | ||
| Q3 25 | 45.5% | 60.8% | ||
| Q2 25 | 45.9% | 60.0% | ||
| Q1 25 | 47.4% | 57.0% | ||
| Q4 24 | 54.7% | 49.4% | ||
| Q3 24 | 54.8% | 11.2% | ||
| Q2 24 | 53.1% | -197.4% | ||
| Q1 24 | 55.7% | 71.1% |
净利率IIPRLB
| Q4 25 | 47.8% | 14.2% | ||
| Q3 25 | 45.3% | 15.9% | ||
| Q2 25 | 41.4% | 15.8% | ||
| Q1 25 | 43.3% | 14.7% | ||
| Q4 24 | 52.2% | 135.2% | ||
| Q3 24 | 52.6% | 9.3% | ||
| Q2 24 | 52.6% | -222.1% | ||
| Q1 24 | 52.3% | 56.7% |
每股收益（稀释后）IIPRLB
| Q4 25 | $1.07 | $0.24 | ||
| Q3 25 | $0.97 | $0.26 | ||
| Q2 25 | $0.86 | $0.24 | ||
| Q1 25 | $1.03 | $0.20 | ||
| Q4 24 | $1.35 | — | ||
| Q3 24 | $1.37 | $-0.04 | ||
| Q2 24 | $1.44 | — | ||
| Q1 24 | $1.36 | — |
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 | $30.7M |
| 总债务越低越好 | $393.7M | $570.7M |
| 股东权益账面价值 | $1.8B | $340.3M |
| 总资产 | $2.4B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.21× | 1.68× |
8季度趋势，按日历期对齐
现金及短期投资IIPRLB
| Q4 25 | $47.6M | $30.7M | ||
| Q3 25 | $41.9M | $28.3M | ||
| Q2 25 | $104.9M | $20.3M | ||
| Q1 25 | $133.3M | $14.9M | ||
| Q4 24 | $151.2M | $37.0M | ||
| Q3 24 | $172.4M | $14.4M | ||
| Q2 24 | $160.9M | $24.6M | ||
| Q1 24 | $173.5M | — |
总债务IIPRLB
| Q4 25 | $393.7M | $570.7M | ||
| Q3 25 | — | $366.1M | ||
| Q2 25 | — | $370.9M | ||
| Q1 25 | — | $375.5M | ||
| Q4 24 | — | $385.5M | ||
| Q3 24 | — | $242.4M | ||
| Q2 24 | — | $360.8M | ||
| Q1 24 | — | — |
股东权益IIPRLB
| Q4 25 | $1.8B | $340.3M | ||
| Q3 25 | $1.9B | $272.0M | ||
| Q2 25 | $1.9B | $266.4M | ||
| Q1 25 | $1.9B | $217.0M | ||
| Q4 24 | $1.9B | $211.8M | ||
| Q3 24 | $1.9B | $97.2M | ||
| Q2 24 | $1.9B | $296.4M | ||
| Q1 24 | $2.0B | $162.3M |
总资产IIPRLB
| Q4 25 | $2.4B | $1.4B | ||
| Q3 25 | $2.3B | $1.1B | ||
| Q2 25 | $2.3B | $1.1B | ||
| Q1 25 | $2.4B | $1.0B | ||
| Q4 24 | $2.4B | $1.0B | ||
| Q3 24 | $2.4B | $689.9M | ||
| Q2 24 | $2.4B | $710.5M | ||
| Q1 24 | $2.4B | — |
负债/权益比IIPRLB
| Q4 25 | 0.21× | 1.68× | ||
| Q3 25 | — | 1.35× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | — | 1.82× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.22× | ||
| Q1 24 | — | — |
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 | $126.3M |
| 自由现金流经营现金流 - 资本支出 | — | $122.0M |
| 自由现金流率自由现金流/营收 | — | 214.9% |
| 资本支出强度资本支出/营收 | — | 7.5% |
| 现金转化率经营现金流/净利润 | 6.22× | 15.68× |
| 过去12个月自由现金流最近4个季度 | — | $207.7M |
8季度趋势，按日历期对齐
经营现金流IIPRLB
| Q4 25 | $198.2M | $126.3M | ||
| Q3 25 | $45.6M | $34.9M | ||
| Q2 25 | $48.4M | $37.3M | ||
| Q1 25 | $54.2M | $15.9M | ||
| Q4 24 | $258.4M | $67.6M | ||
| Q3 24 | $64.9M | $7.5M | ||
| Q2 24 | $64.2M | $16.0M | ||
| Q1 24 | $71.6M | $17.2M |
自由现金流IIPRLB
| Q4 25 | — | $122.0M | ||
| Q3 25 | — | $33.7M | ||
| Q2 25 | — | $36.1M | ||
| Q1 25 | — | $15.8M | ||
| Q4 24 | — | $66.7M | ||
| Q3 24 | — | $7.1M | ||
| Q2 24 | — | $15.7M | ||
| Q1 24 | — | $17.1M |
自由现金流率IIPRLB
| Q4 25 | — | 214.9% | ||
| Q3 25 | — | 66.3% | ||
| Q2 25 | — | 75.9% | ||
| Q1 25 | — | 36.0% | ||
| Q4 24 | — | 182.6% | ||
| Q3 24 | — | 25.1% | ||
| Q2 24 | — | 60.4% | ||
| Q1 24 | — | 90.1% |
资本支出强度IIPRLB
| Q4 25 | — | 7.5% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 0.5% |
现金转化率IIPRLB
| Q4 25 | 6.22× | 15.68× | ||
| Q3 25 | 1.56× | 4.31× | ||
| Q2 25 | 1.86× | 4.98× | ||
| Q1 25 | 1.75× | 2.46× | ||
| Q4 24 | 6.46× | 1.37× | ||
| Q3 24 | 1.61× | 2.80× | ||
| Q2 24 | 1.53× | — | ||
| Q1 24 | 1.82× | 1.60× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
