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牛津地产（IIPR）与NETSTREIT Corp.（NTST）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NETSTREIT Corp.的1.2倍（$66.7M vs $57.1M），牛津地产净利率更高（47.8% vs 10.0%，领先37.8%），NETSTREIT Corp.同比增速更快（24.3% vs -13.1%），过去两年NETSTREIT Corp.的营收复合增速更高（20.1% 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。
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。
IIPR vs NTST — 直观对比
营收规模更大
IIPR
是对方的1.2倍
$57.1M
营收增速更快
NTST
高出37.4%
-13.1%
净利率更高
IIPR
高出37.8%
10.0%
两年增速更快
NTST
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $66.7M | $57.1M |
| 净利润 | $31.8M | $5.7M |
| 毛利率 | — | — |
| 营业利润率 | 47.8% | 34.1% |
| 净利率 | 47.8% | 10.0% |
| 营收同比 | -13.1% | 24.3% |
| 净利润同比 | -20.4% | 235.9% |
| 每股收益（稀释后） | $1.07 | $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IIPRNTST
| Q1 26 | — | $57.1M | ||
| Q4 25 | $66.7M | $52.5M | ||
| Q3 25 | $64.7M | $48.3M | ||
| Q2 25 | $62.9M | $48.3M | ||
| Q1 25 | $71.7M | $45.9M | ||
| Q4 24 | $76.7M | $44.1M | ||
| Q3 24 | $76.5M | $41.4M | ||
| Q2 24 | $79.8M | $39.6M |
净利润IIPRNTST
| Q1 26 | — | $5.7M | ||
| Q4 25 | $31.8M | $1.3M | ||
| Q3 25 | $29.3M | $618.0K | ||
| Q2 25 | $26.0M | $3.3M | ||
| Q1 25 | $31.1M | $1.7M | ||
| Q4 24 | $40.0M | $-5.4M | ||
| Q3 24 | $40.2M | $-5.3M | ||
| Q2 24 | $42.0M | $-2.3M |
营业利润率IIPRNTST
| Q1 26 | — | 34.1% | ||
| Q4 25 | 47.8% | 2.6% | ||
| Q3 25 | 45.5% | 1.3% | ||
| Q2 25 | 45.9% | 6.8% | ||
| Q1 25 | 47.4% | 3.7% | ||
| Q4 24 | 54.7% | -12.3% | ||
| Q3 24 | 54.8% | -12.8% | ||
| Q2 24 | 53.1% | -5.8% |
净利率IIPRNTST
| Q1 26 | — | 10.0% | ||
| Q4 25 | 47.8% | 2.5% | ||
| Q3 25 | 45.3% | 1.3% | ||
| Q2 25 | 41.4% | 6.8% | ||
| Q1 25 | 43.3% | 3.7% | ||
| Q4 24 | 52.2% | -12.3% | ||
| Q3 24 | 52.6% | -12.8% | ||
| Q2 24 | 52.6% | -5.8% |
每股收益（稀释后）IIPRNTST
| Q1 26 | — | $0.32 | ||
| Q4 25 | $1.07 | $0.01 | ||
| Q3 25 | $0.97 | $0.01 | ||
| Q2 25 | $0.86 | $0.04 | ||
| Q1 25 | $1.03 | $0.02 | ||
| Q4 24 | $1.35 | $-0.07 | ||
| Q3 24 | $1.37 | $-0.07 | ||
| Q2 24 | $1.44 | $-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 | $47.6M | — |
| 总债务越低越好 | $393.7M | — |
| 股东权益账面价值 | $1.8B | $1.5B |
| 总资产 | $2.4B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.21× | — |
8季度趋势，按日历期对齐
现金及短期投资IIPRNTST
| Q1 26 | — | — | ||
| Q4 25 | $47.6M | — | ||
| Q3 25 | $41.9M | — | ||
| Q2 25 | $104.9M | — | ||
| Q1 25 | $133.3M | — | ||
| Q4 24 | $151.2M | — | ||
| Q3 24 | $172.4M | — | ||
| Q2 24 | $160.9M | — |
总债务IIPRNTST
| Q1 26 | — | — | ||
| Q4 25 | $393.7M | $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IIPRNTST
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.9B | $1.3B | ||
| Q2 25 | $1.9B | $1.3B | ||
| Q1 25 | $1.9B | $1.3B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $1.9B | $1.3B | ||
| Q2 24 | $1.9B | $1.3B |
总资产IIPRNTST
| Q1 26 | — | $2.8B | ||
| Q4 25 | $2.4B | $2.6B | ||
| Q3 25 | $2.3B | $2.5B | ||
| Q2 25 | $2.3B | $2.3B | ||
| Q1 25 | $2.4B | $2.3B | ||
| Q4 24 | $2.4B | $2.3B | ||
| Q3 24 | $2.4B | $2.2B | ||
| Q2 24 | $2.4B | $2.1B |
负债/权益比IIPRNTST
| Q1 26 | — | — | ||
| Q4 25 | 0.21× | 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 | $198.2M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流IIPRNTST
| Q1 26 | — | — | ||
| Q4 25 | $198.2M | $109.5M | ||
| Q3 25 | $45.6M | $28.0M | ||
| Q2 25 | $48.4M | $30.6M | ||
| Q1 25 | $54.2M | $22.1M | ||
| Q4 24 | $258.4M | $90.2M | ||
| Q3 24 | $64.9M | $25.1M | ||
| Q2 24 | $64.2M | $25.4M |
现金转化率IIPRNTST
| Q1 26 | — | — | ||
| Q4 25 | 6.22× | 82.46× | ||
| Q3 25 | 1.56× | 45.27× | ||
| Q2 25 | 1.86× | 9.36× | ||
| Q1 25 | 1.75× | 13.06× | ||
| Q4 24 | 6.46× | — | ||
| Q3 24 | 1.61× | — | ||
| Q2 24 | 1.53× | — |
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
IIPR
暂无分部数据
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |
