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牛津地产（IIPR）与Planet Labs PBC（PL）财务数据对比。点击上方公司名可切换其他公司
Planet Labs PBC的季度营收约是牛津地产的1.2倍（$81.3M vs $66.7M），牛津地产净利率更高（47.8% vs -72.8%，领先120.6%），Planet Labs PBC同比增速更快（32.6% vs -13.1%），过去两年Planet Labs PBC的营收复合增速更高（17.5% 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。
Planet Labs PBC（常简称为Planet）是总部位于美国加利福尼亚州旧金山的上市地球影像企业，核心目标是实现全球范围的每日成像，以此监测地表变化、精准识别相关趋势，为多行业的地理数据分析需求提供可靠的数据支持。
IIPR vs PL — 直观对比
营收规模更大
PL
是对方的1.2倍
$66.7M
营收增速更快
PL
高出45.8%
-13.1%
净利率更高
IIPR
高出120.6%
-72.8%
两年增速更快
PL
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $66.7M | $81.3M |
| 净利润 | $31.8M | $-59.2M |
| 毛利率 | — | 57.3% |
| 营业利润率 | 47.8% | -22.6% |
| 净利率 | 47.8% | -72.8% |
| 营收同比 | -13.1% | 32.6% |
| 净利润同比 | -20.4% | -194.7% |
| 每股收益（稀释后） | $1.07 | $-0.19 |
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IIPRPL
| Q4 25 | $66.7M | $81.3M | ||
| Q3 25 | $64.7M | $73.4M | ||
| Q2 25 | $62.9M | $66.3M | ||
| Q1 25 | $71.7M | $61.6M | ||
| Q4 24 | $76.7M | $61.3M | ||
| Q3 24 | $76.5M | $61.1M | ||
| Q2 24 | $79.8M | $60.4M | ||
| Q1 24 | $75.5M | $58.9M |
净利润IIPRPL
| Q4 25 | $31.8M | $-59.2M | ||
| Q3 25 | $29.3M | $-22.6M | ||
| Q2 25 | $26.0M | $-12.6M | ||
| Q1 25 | $31.1M | $-35.2M | ||
| Q4 24 | $40.0M | $-20.1M | ||
| Q3 24 | $40.2M | $-38.7M | ||
| Q2 24 | $42.0M | $-29.3M | ||
| Q1 24 | $39.4M | $-30.1M |
毛利率IIPRPL
| Q4 25 | — | 57.3% | ||
| Q3 25 | — | 57.6% | ||
| Q2 25 | — | 55.2% | ||
| Q1 25 | — | 62.1% | ||
| Q4 24 | — | 61.2% | ||
| Q3 24 | — | 52.9% | ||
| Q2 24 | — | 52.4% | ||
| Q1 24 | — | 55.2% |
营业利润率IIPRPL
| Q4 25 | 47.8% | -22.6% | ||
| Q3 25 | 45.5% | -24.5% | ||
| Q2 25 | 45.9% | -34.4% | ||
| Q1 25 | 47.4% | -31.5% | ||
| Q4 24 | 54.7% | -36.9% | ||
| Q3 24 | 54.8% | -64.8% | ||
| Q2 24 | 53.1% | -57.2% | ||
| Q1 24 | 55.7% | -57.6% |
净利率IIPRPL
| Q4 25 | 47.8% | -72.8% | ||
| Q3 25 | 45.3% | -30.8% | ||
| Q2 25 | 41.4% | -19.1% | ||
| Q1 25 | 43.3% | -57.1% | ||
| Q4 24 | 52.2% | -32.8% | ||
| Q3 24 | 52.6% | -63.3% | ||
| Q2 24 | 52.6% | -48.5% | ||
| Q1 24 | 52.3% | -51.1% |
每股收益（稀释后）IIPRPL
| Q4 25 | $1.07 | $-0.19 | ||
| Q3 25 | $0.97 | $-0.07 | ||
| Q2 25 | $0.86 | $-0.04 | ||
| Q1 25 | $1.03 | $-0.12 | ||
| Q4 24 | $1.35 | $-0.07 | ||
| Q3 24 | $1.37 | $-0.13 | ||
| Q2 24 | $1.44 | $-0.10 | ||
| Q1 24 | $1.36 | $-0.10 |
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 | $443.3M |
| 总债务越低越好 | $393.7M | — |
| 股东权益账面价值 | $1.8B | $349.6M |
| 总资产 | $2.4B | $1.1B |
| 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IIPRPL
| Q4 25 | $47.6M | $443.3M | ||
| Q3 25 | $41.9M | $181.1M | ||
| Q2 25 | $104.9M | $133.5M | ||
| Q1 25 | $133.3M | $118.0M | ||
| Q4 24 | $151.2M | $139.0M | ||
| Q3 24 | $172.4M | $148.3M | ||
| Q2 24 | $160.9M | $107.4M | ||
| Q1 24 | $173.5M | $83.9M |
总债务IIPRPL
| Q4 25 | $393.7M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益IIPRPL
| Q4 25 | $1.8B | $349.6M | ||
| Q3 25 | $1.9B | $435.7M | ||
| Q2 25 | $1.9B | $444.8M | ||
| Q1 25 | $1.9B | $441.3M | ||
| Q4 24 | $1.9B | $464.6M | ||
| Q3 24 | $1.9B | $473.2M | ||
| Q2 24 | $1.9B | $500.3M | ||
| Q1 24 | $2.0B | $518.0M |
总资产IIPRPL
| Q4 25 | $2.4B | $1.1B | ||
| Q3 25 | $2.3B | $696.4M | ||
| Q2 25 | $2.3B | $658.4M | ||
| Q1 25 | $2.4B | $633.8M | ||
| Q4 24 | $2.4B | $630.8M | ||
| Q3 24 | $2.4B | $658.4M | ||
| Q2 24 | $2.4B | $674.6M | ||
| Q1 24 | $2.4B | $702.0M |
负债/权益比IIPRPL
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $28.6M |
| 自由现金流经营现金流 - 资本支出 | — | $1.9M |
| 自由现金流率自由现金流/营收 | — | 2.3% |
| 资本支出强度资本支出/营收 | — | 32.9% |
| 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 | — | $40.7M |
8季度趋势，按日历期对齐
经营现金流IIPRPL
| Q4 25 | $198.2M | $28.6M | ||
| Q3 25 | $45.6M | $67.8M | ||
| Q2 25 | $48.4M | $17.3M | ||
| Q1 25 | $54.2M | $-6.3M | ||
| Q4 24 | $258.4M | $4.1M | ||
| Q3 24 | $64.9M | $-7.9M | ||
| Q2 24 | $64.2M | $-4.3M | ||
| Q1 24 | $71.6M | $-6.8M |
自由现金流IIPRPL
| Q4 25 | — | $1.9M | ||
| Q3 25 | — | $47.5M | ||
| Q2 25 | — | $9.2M | ||
| Q1 25 | — | $-17.9M | ||
| Q4 24 | — | $-3.6M | ||
| Q3 24 | — | $-23.0M | ||
| Q2 24 | — | $-14.2M | ||
| Q1 24 | — | $-15.7M |
自由现金流率IIPRPL
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 64.7% | ||
| Q2 25 | — | 13.9% | ||
| Q1 25 | — | -29.1% | ||
| Q4 24 | — | -5.8% | ||
| Q3 24 | — | -37.6% | ||
| Q2 24 | — | -23.6% | ||
| Q1 24 | — | -26.7% |
资本支出强度IIPRPL
| Q4 25 | — | 32.9% | ||
| Q3 25 | — | 27.6% | ||
| Q2 25 | — | 12.3% | ||
| Q1 25 | — | 18.9% | ||
| Q4 24 | — | 12.5% | ||
| Q3 24 | — | 24.8% | ||
| Q2 24 | — | 16.4% | ||
| Q1 24 | — | 15.1% |
现金转化率IIPRPL
| 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
业务分部营收拆解
IIPR
暂无分部数据
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
