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牛津地产(IIPR)与RICHARDSON ELECTRONICS, LTD.(RELL)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RICHARDSON ELECTRONICS, LTD.的1.3倍($66.7M vs $52.3M),牛津地产净利率更高(47.8% vs -0.2%,领先48.0%),RICHARDSON ELECTRONICS, LTD.同比增速更快(5.7% vs -13.1%),过去两年RICHARDSON ELECTRONICS, LTD.的营收复合增速更高(-0.3% 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。
詹姆斯·理查森集团(又名JR集团)是澳大利亚私有综合企业,业务涵盖家具、酒店、房地产及零售领域,总部位于墨尔本阿伯茨福德区,全球雇员约2300人。该企业最为消费者熟知的是其分布在澳大拉西亚和中东地区机场、边境口岸的免税零售门店,在以色列是家喻户晓的企业。
IIPR vs RELL — 直观对比
营收规模更大
IIPR
是对方的1.3倍
$52.3M
营收增速更快
RELL
高出18.8%
-13.1%
净利率更高
IIPR
高出48.0%
-0.2%
两年增速更快
RELL
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $66.7M | $52.3M |
| 净利润 | $31.8M | $-121.0K |
| 毛利率 | — | 30.7% |
| 营业利润率 | 47.8% | 0.3% |
| 净利率 | 47.8% | -0.2% |
| 营收同比 | -13.1% | 5.7% |
| 净利润同比 | -20.4% | 83.9% |
| 每股收益(稀释后) | $1.07 | — |
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
RELL
| Q4 25 | $66.7M | $52.3M | ||
| Q3 25 | $64.7M | $54.6M | ||
| Q2 25 | $62.9M | — | ||
| Q1 25 | $71.7M | $53.8M | ||
| Q4 24 | $76.7M | $49.5M | ||
| Q3 24 | $76.5M | $53.7M | ||
| Q2 24 | $79.8M | — | ||
| Q1 24 | $75.5M | $52.4M |
净利润
IIPR
RELL
| Q4 25 | $31.8M | $-121.0K | ||
| Q3 25 | $29.3M | $1.9M | ||
| Q2 25 | $26.0M | — | ||
| Q1 25 | $31.1M | $-2.1M | ||
| Q4 24 | $40.0M | $-751.0K | ||
| Q3 24 | $40.2M | $590.0K | ||
| Q2 24 | $42.0M | — | ||
| Q1 24 | $39.4M | $750.0K |
毛利率
IIPR
RELL
| Q4 25 | — | 30.7% | ||
| Q3 25 | — | 31.0% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 31.0% | ||
| Q4 24 | — | 31.0% | ||
| Q3 24 | — | 30.6% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 29.5% |
营业利润率
IIPR
RELL
| Q4 25 | 47.8% | 0.3% | ||
| Q3 25 | 45.5% | 1.8% | ||
| Q2 25 | 45.9% | — | ||
| Q1 25 | 47.4% | -5.1% | ||
| Q4 24 | 54.7% | -1.3% | ||
| Q3 24 | 54.8% | 0.6% | ||
| Q2 24 | 53.1% | — | ||
| Q1 24 | 55.7% | 1.9% |
净利率
IIPR
RELL
| Q4 25 | 47.8% | -0.2% | ||
| Q3 25 | 45.3% | 3.5% | ||
| Q2 25 | 41.4% | — | ||
| Q1 25 | 43.3% | -3.8% | ||
| Q4 24 | 52.2% | -1.5% | ||
| Q3 24 | 52.6% | 1.1% | ||
| Q2 24 | 52.6% | — | ||
| Q1 24 | 52.3% | 1.4% |
每股收益(稀释后)
IIPR
RELL
| Q4 25 | $1.07 | — | ||
| Q3 25 | $0.97 | — | ||
| Q2 25 | $0.86 | — | ||
| Q1 25 | $1.03 | — | ||
| Q4 24 | $1.35 | — | ||
| Q3 24 | $1.37 | — | ||
| 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 | $33.1M |
| 总债务越低越好 | $393.7M | — |
| 股东权益账面价值 | $1.8B | $158.5M |
| 总资产 | $2.4B | $201.8M |
| 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
RELL
| Q4 25 | $47.6M | $33.1M | ||
| Q3 25 | $41.9M | $35.7M | ||
| Q2 25 | $104.9M | — | ||
| Q1 25 | $133.3M | $36.7M | ||
| Q4 24 | $151.2M | $26.6M | ||
| Q3 24 | $172.4M | $23.0M | ||
| Q2 24 | $160.9M | — | ||
| Q1 24 | $173.5M | $18.9M |
总债务
IIPR
RELL
| Q4 25 | $393.7M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
IIPR
RELL
| Q4 25 | $1.8B | $158.5M | ||
| Q3 25 | $1.9B | $159.4M | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | $152.9M | ||
| Q4 24 | $1.9B | $156.2M | ||
| Q3 24 | $1.9B | $159.1M | ||
| Q2 24 | $1.9B | — | ||
| Q1 24 | $2.0B | $158.6M |
总资产
IIPR
RELL
| Q4 25 | $2.4B | $201.8M | ||
| Q3 25 | $2.3B | $200.1M | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.4B | $189.8M | ||
| Q4 24 | $2.4B | $195.2M | ||
| Q3 24 | $2.4B | $197.9M | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.4B | $193.6M |
负债/权益比
IIPR
RELL
| 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 | $-99.0K |
| 自由现金流经营现金流 - 资本支出 | — | $-1.7M |
| 自由现金流率自由现金流/营收 | — | -3.3% |
| 资本支出强度资本支出/营收 | — | 3.1% |
| 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 | — | $7.6M |
8季度趋势,按日历期对齐
经营现金流
IIPR
RELL
| Q4 25 | $198.2M | $-99.0K | ||
| Q3 25 | $45.6M | $1.4M | ||
| Q2 25 | $48.4M | — | ||
| Q1 25 | $54.2M | $4.6M | ||
| Q4 24 | $258.4M | $5.5M | ||
| Q3 24 | $64.9M | $412.0K | ||
| Q2 24 | $64.2M | — | ||
| Q1 24 | $71.6M | $-2.5M |
自由现金流
IIPR
RELL
| Q4 25 | — | $-1.7M | ||
| Q3 25 | — | $342.0K | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $4.1M | ||
| Q4 24 | — | $4.9M | ||
| Q3 24 | — | $-514.0K | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $-2.9M |
自由现金流率
IIPR
RELL
| Q4 25 | — | -3.3% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 7.5% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | -1.0% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -5.6% |
资本支出强度
IIPR
RELL
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.8% |
现金转化率
IIPR
RELL
| Q4 25 | 6.22× | — | ||
| Q3 25 | 1.56× | 0.72× | ||
| Q2 25 | 1.86× | — | ||
| Q1 25 | 1.75× | — | ||
| Q4 24 | 6.46× | — | ||
| Q3 24 | 1.61× | 0.70× | ||
| Q2 24 | 1.53× | — | ||
| Q1 24 | 1.82× | -3.37× |
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
RELL
| Power And Microwave Technologies Group | $35.2M | 67% |
| Canvys | $8.8M | 17% |
| Global Energy Solutions | $8.3M | 16% |