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Industrial Logistics Properties Trust（ILPT）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
Ultragenyx Pharmaceutical Inc.的季度营收约是Industrial Logistics Properties Trust的1.8倍（$207.3M vs $113.9M），Industrial Logistics Properties Trust净利率更高（-1.6% vs -62.0%，领先60.5%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 3.1%），Industrial Logistics Properties Trust自由现金流更多（$42.0M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% 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。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
ILPT vs RARE — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $113.9M | $207.3M |
| 净利润 | $-1.8M | $-128.6M |
| 毛利率 | — | — |
| 营业利润率 | -22.1% | -54.7% |
| 净利率 | -1.6% | -62.0% |
| 营收同比 | 3.1% | 25.9% |
| 净利润同比 | 92.6% | 3.5% |
| 每股收益（稀释后） | $-0.02 | $-1.28 |
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 | $207.3M | ||
| Q3 25 | $110.9M | $159.9M | ||
| Q2 25 | $112.1M | $166.5M | ||
| Q1 25 | $111.9M | $139.3M | ||
| Q4 24 | $110.5M | $164.6M | ||
| Q3 24 | $108.9M | $139.5M | ||
| Q2 24 | $110.6M | $147.0M | ||
| Q1 24 | $112.2M | $108.8M |
| Q4 25 | $-1.8M | $-128.6M | ||
| Q3 25 | $-21.6M | $-180.4M | ||
| Q2 25 | $-21.3M | $-115.0M | ||
| Q1 25 | $-21.5M | $-151.1M | ||
| Q4 24 | $-24.1M | $-133.2M | ||
| Q3 24 | $-25.0M | $-133.5M | ||
| Q2 24 | $-23.2M | $-131.6M | ||
| Q1 24 | $-23.4M | $-170.7M |
| Q4 25 | -22.1% | -54.7% | ||
| Q3 25 | -29.4% | -106.9% | ||
| Q2 25 | -30.8% | -64.8% | ||
| Q1 25 | -26.9% | -102.6% | ||
| Q4 24 | -31.1% | -74.3% | ||
| Q3 24 | -33.5% | -94.6% | ||
| Q2 24 | -32.4% | -79.1% | ||
| Q1 24 | -31.7% | -151.9% |
| Q4 25 | -1.6% | -62.0% | ||
| Q3 25 | -19.4% | -112.8% | ||
| Q2 25 | -19.0% | -69.0% | ||
| Q1 25 | -19.2% | -108.5% | ||
| Q4 24 | -21.8% | -80.9% | ||
| Q3 24 | -22.9% | -95.7% | ||
| Q2 24 | -20.9% | -89.5% | ||
| Q1 24 | -20.9% | -156.8% |
| Q4 25 | $-0.02 | $-1.28 | ||
| Q3 25 | $-0.33 | $-1.81 | ||
| Q2 25 | $-0.32 | $-1.17 | ||
| Q1 25 | $-0.33 | $-1.57 | ||
| Q4 24 | $-0.37 | $-1.34 | ||
| Q3 24 | $-0.38 | $-1.40 | ||
| Q2 24 | $-0.35 | $-1.52 | ||
| Q1 24 | $-0.36 | $-2.03 |
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 | $421.0M |
| 总债务越低越好 | $4.2B | — |
| 股东权益账面价值 | $489.7M | $-80.0M |
| 总资产 | $5.2B | $1.5B |
| 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 | $421.0M | ||
| Q3 25 | $83.2M | $202.5M | ||
| Q2 25 | $58.6M | $176.3M | ||
| Q1 25 | $108.0M | $127.1M | ||
| Q4 24 | $131.7M | $174.0M | ||
| Q3 24 | $153.9M | $150.6M | ||
| Q2 24 | $146.2M | $480.7M | ||
| Q1 24 | $128.4M | $112.3M |
| 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 | $-80.0M | ||
| Q3 25 | $494.1M | $9.2M | ||
| Q2 25 | $519.1M | $151.3M | ||
| Q1 25 | $539.5M | $144.2M | ||
| Q4 24 | $562.0M | $255.0M | ||
| Q3 24 | $585.9M | $346.8M | ||
| Q2 24 | $618.3M | $432.4M | ||
| Q1 24 | $643.2M | $140.3M |
| Q4 25 | $5.2B | $1.5B | ||
| Q3 25 | $5.2B | $1.2B | ||
| Q2 25 | $5.2B | $1.3B | ||
| Q1 25 | $5.4B | $1.3B | ||
| Q4 24 | $5.4B | $1.5B | ||
| Q3 24 | $5.5B | $1.5B | ||
| Q2 24 | $5.5B | $1.6B | ||
| Q1 24 | $5.5B | $1.3B |
| 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 | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $42.0M | $-100.8M |
| 自由现金流率自由现金流/营收 | 36.9% | -48.6% |
| 资本支出强度资本支出/营收 | 16.4% | 0.5% |
| 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 | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $60.7M | $-99.8M | ||
| Q3 25 | $22.7M | $-91.4M | ||
| Q2 25 | $18.4M | $-108.3M | ||
| Q1 25 | $11.4M | $-166.5M | ||
| Q4 24 | $2.0M | $-79.3M | ||
| Q3 24 | $-3.4M | $-67.0M | ||
| Q2 24 | $10.8M | $-77.0M | ||
| Q1 24 | $8.0M | $-190.7M |
| Q4 25 | $42.0M | $-100.8M | ||
| Q3 25 | $17.6M | $-92.7M | ||
| Q2 25 | $15.2M | $-110.7M | ||
| Q1 25 | $5.0M | $-167.8M | ||
| Q4 24 | $-3.7M | $-79.5M | ||
| Q3 24 | $-5.9M | $-68.6M | ||
| Q2 24 | $9.4M | $-79.0M | ||
| Q1 24 | $5.9M | $-193.9M |
| Q4 25 | 36.9% | -48.6% | ||
| Q3 25 | 15.9% | -58.0% | ||
| Q2 25 | 13.5% | -66.5% | ||
| Q1 25 | 4.5% | -120.5% | ||
| Q4 24 | -3.4% | -48.3% | ||
| Q3 24 | -5.5% | -49.2% | ||
| Q2 24 | 8.5% | -53.7% | ||
| Q1 24 | 5.2% | -178.2% |
| Q4 25 | 16.4% | 0.5% | ||
| Q3 25 | 4.6% | 0.8% | ||
| Q2 25 | 2.9% | 1.5% | ||
| Q1 25 | 5.7% | 1.0% | ||
| Q4 24 | 5.2% | 0.1% | ||
| Q3 24 | 2.3% | 1.2% | ||
| Q2 24 | 1.3% | 1.4% | ||
| Q1 24 | 1.9% | 3.0% |
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
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
