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牛津地产（IIPR）与Urban Edge Properties（UE）财务数据对比。点击上方公司名可切换其他公司
Urban Edge Properties的季度营收约是牛津地产的2.0倍（$132.6M vs $66.7M），牛津地产净利率更高（47.8% vs 17.1%，领先30.7%），Urban Edge Properties同比增速更快（12.2% vs -13.1%），过去两年Urban Edge Properties的营收复合增速更高（11.6% 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。
Urban Edge Properties是一家上市房地产投资信托，主要在美国人口密集的城市及郊区市场持有、运营和开发优质零售及混合用途物业，投资组合涵盖生鲜超市锚定的购物中心、生活类商业网点等面向本地社区的资产。
IIPR vs UE — 直观对比
营收规模更大
UE
是对方的2.0倍
$66.7M
营收增速更快
UE
高出25.4%
-13.1%
净利率更高
IIPR
高出30.7%
17.1%
两年增速更快
UE
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $66.7M | $132.6M |
| 净利润 | $31.8M | $22.6M |
| 毛利率 | — | — |
| 营业利润率 | 47.8% | — |
| 净利率 | 47.8% | 17.1% |
| 营收同比 | -13.1% | 12.2% |
| 净利润同比 | -20.4% | -6.7% |
| 每股收益（稀释后） | $1.07 | $0.18 |
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IIPRUE
| Q1 26 | — | $132.6M | ||
| Q4 25 | $66.7M | $119.6M | ||
| Q3 25 | $64.7M | $120.1M | ||
| Q2 25 | $62.9M | $114.1M | ||
| Q1 25 | $71.7M | $118.2M | ||
| Q4 24 | $76.7M | $116.4M | ||
| Q3 24 | $76.5M | $112.4M | ||
| Q2 24 | $79.8M | $106.5M |
净利润IIPRUE
| Q1 26 | — | $22.6M | ||
| Q4 25 | $31.8M | $12.4M | ||
| Q3 25 | $29.3M | $14.9M | ||
| Q2 25 | $26.0M | $58.0M | ||
| Q1 25 | $31.1M | $8.2M | ||
| Q4 24 | $40.0M | $30.1M | ||
| Q3 24 | $40.2M | $9.1M | ||
| Q2 24 | $42.0M | $30.8M |
营业利润率IIPRUE
| Q1 26 | — | — | ||
| Q4 25 | 47.8% | 11.3% | ||
| Q3 25 | 45.5% | 13.4% | ||
| Q2 25 | 45.9% | 53.9% | ||
| Q1 25 | 47.4% | 7.6% | ||
| Q4 24 | 54.7% | 27.6% | ||
| Q3 24 | 54.8% | 8.9% | ||
| Q2 24 | 53.1% | 30.6% |
净利率IIPRUE
| Q1 26 | — | 17.1% | ||
| Q4 25 | 47.8% | 10.4% | ||
| Q3 25 | 45.3% | 12.4% | ||
| Q2 25 | 41.4% | 50.8% | ||
| Q1 25 | 43.3% | 6.9% | ||
| Q4 24 | 52.2% | 25.9% | ||
| Q3 24 | 52.6% | 8.1% | ||
| Q2 24 | 52.6% | 28.9% |
每股收益（稀释后）IIPRUE
| Q1 26 | — | $0.18 | ||
| Q4 25 | $1.07 | $0.09 | ||
| Q3 25 | $0.97 | $0.12 | ||
| Q2 25 | $0.86 | $0.46 | ||
| Q1 25 | $1.03 | $0.07 | ||
| Q4 24 | $1.35 | $0.25 | ||
| Q3 24 | $1.37 | $0.07 | ||
| Q2 24 | $1.44 | $0.26 |
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 | $50.0M |
| 总债务越低越好 | $393.7M | — |
| 股东权益账面价值 | $1.8B | $1.4B |
| 总资产 | $2.4B | $3.4B |
| 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IIPRUE
| Q1 26 | — | $50.0M | ||
| Q4 25 | $47.6M | $48.9M | ||
| Q3 25 | $41.9M | $77.8M | ||
| Q2 25 | $104.9M | $53.0M | ||
| Q1 25 | $133.3M | $48.0M | ||
| Q4 24 | $151.2M | $41.4M | ||
| Q3 24 | $172.4M | $67.9M | ||
| Q2 24 | $160.9M | $78.6M |
总债务IIPRUE
| Q1 26 | — | — | ||
| Q4 25 | $393.7M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IIPRUE
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.9B | $1.4B | ||
| Q3 24 | $1.9B | $1.3B | ||
| Q2 24 | $1.9B | $1.3B |
总资产IIPRUE
| Q1 26 | — | $3.4B | ||
| Q4 25 | $2.4B | $3.3B | ||
| Q3 25 | $2.3B | $3.3B | ||
| Q2 25 | $2.3B | $3.3B | ||
| Q1 25 | $2.4B | $3.3B | ||
| Q4 24 | $2.4B | $3.3B | ||
| Q3 24 | $2.4B | $3.2B | ||
| Q2 24 | $2.4B | $3.2B |
负债/权益比IIPRUE
| 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 | $39.1M |
| 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 | — | 1.5% |
| 现金转化率经营现金流/净利润 | 6.22× | 1.73× |
| 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IIPRUE
| Q1 26 | — | $39.1M | ||
| Q4 25 | $198.2M | $182.7M | ||
| Q3 25 | $45.6M | $55.7M | ||
| Q2 25 | $48.4M | $43.5M | ||
| Q1 25 | $54.2M | $32.6M | ||
| Q4 24 | $258.4M | $153.2M | ||
| Q3 24 | $64.9M | $36.6M | ||
| Q2 24 | $64.2M | $41.2M |
自由现金流IIPRUE
| Q1 26 | — | — | ||
| Q4 25 | — | $81.8M | ||
| Q3 25 | — | $26.1M | ||
| Q2 25 | — | $19.6M | ||
| Q1 25 | — | $11.9M | ||
| Q4 24 | — | $42.5M | ||
| Q3 24 | — | $12.2M | ||
| Q2 24 | — | $19.9M |
自由现金流率IIPRUE
| Q1 26 | — | — | ||
| Q4 25 | — | 68.4% | ||
| Q3 25 | — | 21.7% | ||
| Q2 25 | — | 17.2% | ||
| Q1 25 | — | 10.0% | ||
| Q4 24 | — | 36.6% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 18.6% |
资本支出强度IIPRUE
| Q1 26 | — | 1.5% | ||
| Q4 25 | — | 84.4% | ||
| Q3 25 | — | 24.6% | ||
| Q2 25 | — | 20.9% | ||
| Q1 25 | — | 17.5% | ||
| Q4 24 | — | 95.1% | ||
| Q3 24 | — | 21.7% | ||
| Q2 24 | — | 20.1% |
现金转化率IIPRUE
| Q1 26 | — | 1.73× | ||
| Q4 25 | 6.22× | 14.71× | ||
| Q3 25 | 1.56× | 3.73× | ||
| Q2 25 | 1.86× | 0.75× | ||
| Q1 25 | 1.75× | 3.97× | ||
| Q4 24 | 6.46× | 5.09× | ||
| Q3 24 | 1.61× | 4.03× | ||
| Q2 24 | 1.53× | 1.34× |
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
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
