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Industrial Logistics Properties Trust（ILPT）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
Industrial Logistics Properties Trust的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.5倍（$113.9M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 3.1%），Industrial Logistics Properties Trust自由现金流更多（$42.0M vs $14.4M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 0.7%）
Industrial Logistics Properties Trust是一家专注于工业与物流地产的房地产投资信托，主要在美国境内持有及运营配送中心、仓储设施与最后一公里配送物业，为电商、零售、制造及供应链运营企业提供仓储及物流运营相关配套服务。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
ILPT vs PBYI — 直观对比
营收规模更大
ILPT
是对方的1.5倍
$75.5M
营收增速更快
PBYI
高出24.7%
3.1%
自由现金流更多
ILPT
多$27.7M
$14.4M
两年增速更快
PBYI
近两年复合增速
0.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $113.9M | $75.5M |
| 净利润 | $-1.8M | — |
| 毛利率 | — | 69.3% |
| 营业利润率 | -22.1% | 22.7% |
| 净利率 | -1.6% | — |
| 营收同比 | 3.1% | 27.7% |
| 净利润同比 | 92.6% | — |
| 每股收益（稀释后） | $-0.02 | $0.26 |
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ILPTPBYI
| Q4 25 | $113.9M | $75.5M | ||
| Q3 25 | $110.9M | $54.5M | ||
| Q2 25 | $112.1M | $52.4M | ||
| Q1 25 | $111.9M | $46.0M | ||
| Q4 24 | $110.5M | $59.1M | ||
| Q3 24 | $108.9M | $80.5M | ||
| Q2 24 | $110.6M | $47.1M | ||
| Q1 24 | $112.2M | $43.8M |
净利润ILPTPBYI
| Q4 25 | $-1.8M | — | ||
| Q3 25 | $-21.6M | $8.8M | ||
| Q2 25 | $-21.3M | $5.9M | ||
| Q1 25 | $-21.5M | $3.0M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-25.0M | $20.3M | ||
| Q2 24 | $-23.2M | $-4.5M | ||
| Q1 24 | $-23.4M | $-4.8M |
毛利率ILPTPBYI
| Q4 25 | — | 69.3% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 76.5% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 63.9% | ||
| Q2 24 | — | 77.4% | ||
| Q1 24 | — | 75.5% |
营业利润率ILPTPBYI
| Q4 25 | -22.1% | 22.7% | ||
| Q3 25 | -29.4% | 17.6% | ||
| Q2 25 | -30.8% | 12.7% | ||
| Q1 25 | -26.9% | 8.7% | ||
| Q4 24 | -31.1% | 22.6% | ||
| Q3 24 | -33.5% | 27.4% | ||
| Q2 24 | -32.4% | -4.6% | ||
| Q1 24 | -31.7% | -5.3% |
净利率ILPTPBYI
| Q4 25 | -1.6% | — | ||
| Q3 25 | -19.4% | 16.2% | ||
| Q2 25 | -19.0% | 11.2% | ||
| Q1 25 | -19.2% | 6.5% | ||
| Q4 24 | -21.8% | — | ||
| Q3 24 | -22.9% | 25.2% | ||
| Q2 24 | -20.9% | -9.6% | ||
| Q1 24 | -20.9% | -11.0% |
每股收益（稀释后）ILPTPBYI
| Q4 25 | $-0.02 | $0.26 | ||
| Q3 25 | $-0.33 | $0.17 | ||
| Q2 25 | $-0.32 | $0.12 | ||
| Q1 25 | $-0.33 | $0.06 | ||
| Q4 24 | $-0.37 | $0.40 | ||
| Q3 24 | $-0.38 | $0.41 | ||
| Q2 24 | $-0.35 | $-0.09 | ||
| Q1 24 | $-0.36 | $-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 | $94.8M | $97.5M |
| 总债务越低越好 | $4.2B | $22.7M |
| 股东权益账面价值 | $489.7M | $130.3M |
| 总资产 | $5.2B | $216.3M |
| 负债/权益比越低杠杆越低 | 8.56× | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资ILPTPBYI
| Q4 25 | $94.8M | $97.5M | ||
| Q3 25 | $83.2M | $94.4M | ||
| Q2 25 | $58.6M | $96.0M | ||
| Q1 25 | $108.0M | $93.2M | ||
| Q4 24 | $131.7M | $101.0M | ||
| Q3 24 | $153.9M | $96.7M | ||
| Q2 24 | $146.2M | $96.8M | ||
| Q1 24 | $128.4M | $107.2M |
总债务ILPTPBYI
| Q4 25 | $4.2B | $22.7M | ||
| Q3 25 | $4.2B | $34.0M | ||
| Q2 25 | $4.2B | $45.3M | ||
| Q1 25 | $4.3B | $56.7M | ||
| Q4 24 | $4.3B | $68.0M | ||
| Q3 24 | $4.3B | $79.3M | ||
| Q2 24 | $4.3B | $90.7M | ||
| Q1 24 | $4.3B | $102.0M |
股东权益ILPTPBYI
| Q4 25 | $489.7M | $130.3M | ||
| Q3 25 | $494.1M | $115.3M | ||
| Q2 25 | $519.1M | $104.7M | ||
| Q1 25 | $539.5M | $97.1M | ||
| Q4 24 | $562.0M | $92.1M | ||
| Q3 24 | $585.9M | $71.1M | ||
| Q2 24 | $618.3M | $48.5M | ||
| Q1 24 | $643.2M | $51.0M |
总资产ILPTPBYI
| Q4 25 | $5.2B | $216.3M | ||
| Q3 25 | $5.2B | $202.9M | ||
| Q2 25 | $5.2B | $194.9M | ||
| Q1 25 | $5.4B | $196.2M | ||
| Q4 24 | $5.4B | $213.3M | ||
| Q3 24 | $5.5B | $220.7M | ||
| Q2 24 | $5.5B | $205.0M | ||
| Q1 24 | $5.5B | $214.1M |
负债/权益比ILPTPBYI
| Q4 25 | 8.56× | 0.17× | ||
| Q3 25 | 8.49× | 0.30× | ||
| Q2 25 | 8.09× | 0.43× | ||
| Q1 25 | 7.96× | 0.58× | ||
| Q4 24 | 7.65× | 0.74× | ||
| Q3 24 | 7.35× | 1.12× | ||
| Q2 24 | 6.96× | 1.87× | ||
| Q1 24 | 6.70× | 2.00× |
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 | $60.7M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $42.0M | $14.4M |
| 自由现金流率自由现金流/营收 | 36.9% | 19.1% |
| 资本支出强度资本支出/营收 | 16.4% | 0.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $79.8M | $41.7M |
8季度趋势，按日历期对齐
经营现金流ILPTPBYI
| Q4 25 | $60.7M | $14.4M | ||
| Q3 25 | $22.7M | $9.7M | ||
| Q2 25 | $18.4M | $14.1M | ||
| Q1 25 | $11.4M | $3.6M | ||
| Q4 24 | $2.0M | $15.6M | ||
| Q3 24 | $-3.4M | $11.0M | ||
| Q2 24 | $10.8M | $1.0M | ||
| Q1 24 | $8.0M | $11.2M |
自由现金流ILPTPBYI
| Q4 25 | $42.0M | $14.4M | ||
| Q3 25 | $17.6M | $9.7M | ||
| Q2 25 | $15.2M | $14.1M | ||
| Q1 25 | $5.0M | $3.6M | ||
| Q4 24 | $-3.7M | $15.6M | ||
| Q3 24 | $-5.9M | $11.0M | ||
| Q2 24 | $9.4M | $1.0M | ||
| Q1 24 | $5.9M | — |
自由现金流率ILPTPBYI
| Q4 25 | 36.9% | 19.1% | ||
| Q3 25 | 15.9% | 17.7% | ||
| Q2 25 | 13.5% | 26.8% | ||
| Q1 25 | 4.5% | 7.7% | ||
| Q4 24 | -3.4% | 26.4% | ||
| Q3 24 | -5.5% | 13.7% | ||
| Q2 24 | 8.5% | 2.1% | ||
| Q1 24 | 5.2% | — |
资本支出强度ILPTPBYI
| Q4 25 | 16.4% | 0.0% | ||
| Q3 25 | 4.6% | 0.0% | ||
| Q2 25 | 2.9% | 0.0% | ||
| Q1 25 | 5.7% | 0.1% | ||
| Q4 24 | 5.2% | 0.0% | ||
| Q3 24 | 2.3% | 0.0% | ||
| Q2 24 | 1.3% | 0.0% | ||
| Q1 24 | 1.9% | 0.0% |
现金转化率ILPTPBYI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
