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牛津地产(IIPR)与Origin Bancorp, Inc.(OBK)财务数据对比。点击上方公司名可切换其他公司
Origin Bancorp, Inc.的季度营收约是牛津地产的1.6倍($104.0M vs $66.7M),牛津地产净利率更高(47.8% vs 26.6%,领先21.2%),过去两年Origin Bancorp, Inc.的营收复合增速更高(3.9% 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。
Origin Bancorp旗下的南方银行是一家社区发展金融机构,总部位于阿肯色州阿卡德尔菲亚。该机构成立于1986年,最初名为南方开发银行公司,常被简称为“南方”,专注服务社区发展相关金融需求。
IIPR vs OBK — 直观对比
营收规模更大
OBK
是对方的1.6倍
$66.7M
净利率更高
IIPR
高出21.2%
26.6%
两年增速更快
OBK
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $66.7M | $104.0M |
| 净利润 | $31.8M | $27.7M |
| 毛利率 | — | — |
| 营业利润率 | 47.8% | — |
| 净利率 | 47.8% | 26.6% |
| 营收同比 | -13.1% | — |
| 净利润同比 | -20.4% | — |
| 每股收益(稀释后) | $1.07 | $0.89 |
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
IIPR
OBK
| Q1 26 | — | $104.0M | ||
| Q4 25 | $66.7M | $103.4M | ||
| Q3 25 | $64.7M | $109.8M | ||
| Q2 25 | $62.9M | $83.5M | ||
| Q1 25 | $71.7M | $94.1M | ||
| Q4 24 | $76.7M | $78.3M | ||
| Q3 24 | $76.5M | $90.8M | ||
| Q2 24 | $79.8M | $96.4M |
净利润
IIPR
OBK
| Q1 26 | — | $27.7M | ||
| Q4 25 | $31.8M | $29.5M | ||
| Q3 25 | $29.3M | $8.6M | ||
| Q2 25 | $26.0M | $14.6M | ||
| Q1 25 | $31.1M | $22.4M | ||
| Q4 24 | $40.0M | $14.3M | ||
| Q3 24 | $40.2M | $18.6M | ||
| Q2 24 | $42.0M | $21.0M |
营业利润率
IIPR
OBK
| Q1 26 | — | — | ||
| Q4 25 | 47.8% | 36.2% | ||
| Q3 25 | 45.5% | 10.0% | ||
| Q2 25 | 45.9% | 22.3% | ||
| Q1 25 | 47.4% | 30.4% | ||
| Q4 24 | 54.7% | 23.0% | ||
| Q3 24 | 54.8% | 26.1% | ||
| Q2 24 | 53.1% | 27.7% |
净利率
IIPR
OBK
| Q1 26 | — | 26.6% | ||
| Q4 25 | 47.8% | 28.5% | ||
| Q3 25 | 45.3% | 7.9% | ||
| Q2 25 | 41.4% | 17.5% | ||
| Q1 25 | 43.3% | 23.8% | ||
| Q4 24 | 52.2% | 18.2% | ||
| Q3 24 | 52.6% | 20.5% | ||
| Q2 24 | 52.6% | 21.8% |
每股收益(稀释后)
IIPR
OBK
| Q1 26 | — | $0.89 | ||
| Q4 25 | $1.07 | $0.95 | ||
| Q3 25 | $0.97 | $0.27 | ||
| Q2 25 | $0.86 | $0.47 | ||
| Q1 25 | $1.03 | $0.71 | ||
| Q4 24 | $1.35 | $0.45 | ||
| Q3 24 | $1.37 | $0.60 | ||
| Q2 24 | $1.44 | $0.67 |
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 | $1.3B |
| 总资产 | $2.4B | $10.2B |
| 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
IIPR
OBK
| Q1 26 | — | — | ||
| Q4 25 | $47.6M | $424.2M | ||
| Q3 25 | $41.9M | $626.9M | ||
| Q2 25 | $104.9M | $334.1M | ||
| Q1 25 | $133.3M | $486.2M | ||
| Q4 24 | $151.2M | $470.2M | ||
| Q3 24 | $172.4M | $321.2M | ||
| Q2 24 | $160.9M | $288.1M |
总债务
IIPR
OBK
| Q1 26 | — | — | ||
| Q4 25 | $393.7M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
IIPR
OBK
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.8B | $1.2B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | $1.9B | $1.2B | ||
| Q4 24 | $1.9B | $1.1B | ||
| Q3 24 | $1.9B | $1.1B | ||
| Q2 24 | $1.9B | $1.1B |
总资产
IIPR
OBK
| Q1 26 | — | $10.2B | ||
| Q4 25 | $2.4B | $9.7B | ||
| Q3 25 | $2.3B | $9.8B | ||
| Q2 25 | $2.3B | $9.7B | ||
| Q1 25 | $2.4B | $9.8B | ||
| Q4 24 | $2.4B | $9.7B | ||
| Q3 24 | $2.4B | $10.0B | ||
| Q2 24 | $2.4B | $9.9B |
负债/权益比
IIPR
OBK
| Q1 26 | — | — | ||
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 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
IIPR
OBK
| Q1 26 | — | — | ||
| Q4 25 | $198.2M | $158.9M | ||
| Q3 25 | $45.6M | $59.3M | ||
| Q2 25 | $48.4M | $20.6M | ||
| Q1 25 | $54.2M | $35.6M | ||
| Q4 24 | $258.4M | $108.5M | ||
| Q3 24 | $64.9M | $39.6M | ||
| Q2 24 | $64.2M | $11.9M |
自由现金流
IIPR
OBK
| Q1 26 | — | — | ||
| Q4 25 | — | $151.1M | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | — | $19.6M | ||
| Q1 25 | — | $34.8M | ||
| Q4 24 | — | $86.4M | ||
| Q3 24 | — | $32.2M | ||
| Q2 24 | — | $6.5M |
自由现金流率
IIPR
OBK
| Q1 26 | — | — | ||
| Q4 25 | — | 146.0% | ||
| Q3 25 | — | 51.7% | ||
| Q2 25 | — | 23.5% | ||
| Q1 25 | — | 37.0% | ||
| Q4 24 | — | 110.3% | ||
| Q3 24 | — | 35.5% | ||
| Q2 24 | — | 6.8% |
资本支出强度
IIPR
OBK
| Q1 26 | — | — | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 28.1% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 5.6% |
现金转化率
IIPR
OBK
| Q1 26 | — | — | ||
| Q4 25 | 6.22× | 5.38× | ||
| Q3 25 | 1.56× | 6.88× | ||
| Q2 25 | 1.86× | 1.41× | ||
| Q1 25 | 1.75× | 1.59× | ||
| Q4 24 | 6.46× | 7.60× | ||
| Q3 24 | 1.61× | 2.13× | ||
| Q2 24 | 1.53× | 0.57× |
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
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |