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Industrial Logistics Properties Trust（ILPT）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
Industrial Logistics Properties Trust的季度营收约是Planet Labs PBC的1.4倍（$113.9M vs $81.3M），Industrial Logistics Properties Trust净利率更高（-1.6% vs -72.8%，领先71.3%），Planet Labs PBC同比增速更快（32.6% vs 3.1%），Industrial Logistics Properties Trust自由现金流更多（$42.0M vs $1.9M），过去两年Planet Labs PBC的营收复合增速更高（17.5% 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。
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。
ILPT vs PL — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $113.9M | $81.3M |
| 净利润 | $-1.8M | $-59.2M |
| 毛利率 | — | 57.3% |
| 营业利润率 | -22.1% | -22.6% |
| 净利率 | -1.6% | -72.8% |
| 营收同比 | 3.1% | 32.6% |
| 净利润同比 | 92.6% | -194.7% |
| 每股收益（稀释后） | $-0.02 | $-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
| Q4 25 | $113.9M | $81.3M | ||
| Q3 25 | $110.9M | $73.4M | ||
| Q2 25 | $112.1M | $66.3M | ||
| Q1 25 | $111.9M | $61.6M | ||
| Q4 24 | $110.5M | $61.3M | ||
| Q3 24 | $108.9M | $61.1M | ||
| Q2 24 | $110.6M | $60.4M | ||
| Q1 24 | $112.2M | $58.9M |
| Q4 25 | $-1.8M | $-59.2M | ||
| Q3 25 | $-21.6M | $-22.6M | ||
| Q2 25 | $-21.3M | $-12.6M | ||
| Q1 25 | $-21.5M | $-35.2M | ||
| Q4 24 | $-24.1M | $-20.1M | ||
| Q3 24 | $-25.0M | $-38.7M | ||
| Q2 24 | $-23.2M | $-29.3M | ||
| Q1 24 | $-23.4M | $-30.1M |
| 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% |
| Q4 25 | -22.1% | -22.6% | ||
| Q3 25 | -29.4% | -24.5% | ||
| Q2 25 | -30.8% | -34.4% | ||
| Q1 25 | -26.9% | -31.5% | ||
| Q4 24 | -31.1% | -36.9% | ||
| Q3 24 | -33.5% | -64.8% | ||
| Q2 24 | -32.4% | -57.2% | ||
| Q1 24 | -31.7% | -57.6% |
| Q4 25 | -1.6% | -72.8% | ||
| Q3 25 | -19.4% | -30.8% | ||
| Q2 25 | -19.0% | -19.1% | ||
| Q1 25 | -19.2% | -57.1% | ||
| Q4 24 | -21.8% | -32.8% | ||
| Q3 24 | -22.9% | -63.3% | ||
| Q2 24 | -20.9% | -48.5% | ||
| Q1 24 | -20.9% | -51.1% |
| Q4 25 | $-0.02 | $-0.19 | ||
| Q3 25 | $-0.33 | $-0.07 | ||
| Q2 25 | $-0.32 | $-0.04 | ||
| Q1 25 | $-0.33 | $-0.12 | ||
| Q4 24 | $-0.37 | $-0.07 | ||
| Q3 24 | $-0.38 | $-0.13 | ||
| Q2 24 | $-0.35 | $-0.10 | ||
| 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 | $443.3M |
| 总债务越低越好 | $4.2B | — |
| 股东权益账面价值 | $489.7M | $349.6M |
| 总资产 | $5.2B | $1.1B |
| 负债/权益比越低杠杆越低 | 8.56× | — |
8季度趋势，按日历期对齐
| Q4 25 | $94.8M | $443.3M | ||
| Q3 25 | $83.2M | $181.1M | ||
| Q2 25 | $58.6M | $133.5M | ||
| Q1 25 | $108.0M | $118.0M | ||
| Q4 24 | $131.7M | $139.0M | ||
| Q3 24 | $153.9M | $148.3M | ||
| Q2 24 | $146.2M | $107.4M | ||
| Q1 24 | $128.4M | $83.9M |
| Q4 25 | $4.2B | — | ||
| Q3 25 | $4.2B | — | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $4.3B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.3B | — | ||
| Q1 24 | $4.3B | — |
| Q4 25 | $489.7M | $349.6M | ||
| Q3 25 | $494.1M | $435.7M | ||
| Q2 25 | $519.1M | $444.8M | ||
| Q1 25 | $539.5M | $441.3M | ||
| Q4 24 | $562.0M | $464.6M | ||
| Q3 24 | $585.9M | $473.2M | ||
| Q2 24 | $618.3M | $500.3M | ||
| Q1 24 | $643.2M | $518.0M |
| Q4 25 | $5.2B | $1.1B | ||
| Q3 25 | $5.2B | $696.4M | ||
| Q2 25 | $5.2B | $658.4M | ||
| Q1 25 | $5.4B | $633.8M | ||
| Q4 24 | $5.4B | $630.8M | ||
| Q3 24 | $5.5B | $658.4M | ||
| Q2 24 | $5.5B | $674.6M | ||
| Q1 24 | $5.5B | $702.0M |
| Q4 25 | 8.56× | — | ||
| Q3 25 | 8.49× | — | ||
| Q2 25 | 8.09× | — | ||
| Q1 25 | 7.96× | — | ||
| Q4 24 | 7.65× | — | ||
| Q3 24 | 7.35× | — | ||
| Q2 24 | 6.96× | — | ||
| Q1 24 | 6.70× | — |
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 | $28.6M |
| 自由现金流经营现金流 - 资本支出 | $42.0M | $1.9M |
| 自由现金流率自由现金流/营收 | 36.9% | 2.3% |
| 资本支出强度资本支出/营收 | 16.4% | 32.9% |
| 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 | $40.7M |
8季度趋势，按日历期对齐
| Q4 25 | $60.7M | $28.6M | ||
| Q3 25 | $22.7M | $67.8M | ||
| Q2 25 | $18.4M | $17.3M | ||
| Q1 25 | $11.4M | $-6.3M | ||
| Q4 24 | $2.0M | $4.1M | ||
| Q3 24 | $-3.4M | $-7.9M | ||
| Q2 24 | $10.8M | $-4.3M | ||
| Q1 24 | $8.0M | $-6.8M |
| Q4 25 | $42.0M | $1.9M | ||
| Q3 25 | $17.6M | $47.5M | ||
| Q2 25 | $15.2M | $9.2M | ||
| Q1 25 | $5.0M | $-17.9M | ||
| Q4 24 | $-3.7M | $-3.6M | ||
| Q3 24 | $-5.9M | $-23.0M | ||
| Q2 24 | $9.4M | $-14.2M | ||
| Q1 24 | $5.9M | $-15.7M |
| Q4 25 | 36.9% | 2.3% | ||
| Q3 25 | 15.9% | 64.7% | ||
| Q2 25 | 13.5% | 13.9% | ||
| Q1 25 | 4.5% | -29.1% | ||
| Q4 24 | -3.4% | -5.8% | ||
| Q3 24 | -5.5% | -37.6% | ||
| Q2 24 | 8.5% | -23.6% | ||
| Q1 24 | 5.2% | -26.7% |
| Q4 25 | 16.4% | 32.9% | ||
| Q3 25 | 4.6% | 27.6% | ||
| Q2 25 | 2.9% | 12.3% | ||
| Q1 25 | 5.7% | 18.9% | ||
| Q4 24 | 5.2% | 12.5% | ||
| Q3 24 | 2.3% | 24.8% | ||
| Q2 24 | 1.3% | 16.4% | ||
| Q1 24 | 1.9% | 15.1% |
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
ILPT
暂无分部数据
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
