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Industrial Logistics Properties Trust（ILPT）与RE/MAX Holdings, Inc.（RMAX）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RE/MAX Holdings, Inc.的1.6倍（$113.9M vs $71.1M），RE/MAX Holdings, Inc.净利率更高（2.0% vs -1.6%，领先3.6%），Industrial Logistics Properties Trust同比增速更快（3.1% vs -1.8%），Industrial Logistics Properties Trust自由现金流更多（$42.0M vs $33.5M），过去两年Industrial Logistics Properties Trust的营收复合增速更高（0.7% vs -4.7%）
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。
RE/MAX是全球知名的房地产特许经营机构，业务遍布全球一百多个国家和地区，旗下拥有数千家门店，总计超过十万名房产经纪人，在国际房产中介领域拥有极高的品牌知名度与市场影响力。
ILPT vs RMAX — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $113.9M | $71.1M |
| 净利润 | $-1.8M | $1.4M |
| 毛利率 | — | — |
| 营业利润率 | -22.1% | 13.1% |
| 净利率 | -1.6% | 2.0% |
| 营收同比 | 3.1% | -1.8% |
| 净利润同比 | 92.6% | -75.2% |
| 每股收益（稀释后） | $-0.02 | — |
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 | $71.1M | ||
| Q3 25 | $110.9M | $73.2M | ||
| Q2 25 | $112.1M | $72.8M | ||
| Q1 25 | $111.9M | $74.5M | ||
| Q4 24 | $110.5M | $72.5M | ||
| Q3 24 | $108.9M | $78.5M | ||
| Q2 24 | $110.6M | $78.5M | ||
| Q1 24 | $112.2M | $78.3M |
| Q4 25 | $-1.8M | $1.4M | ||
| Q3 25 | $-21.6M | $4.0M | ||
| Q2 25 | $-21.3M | $4.7M | ||
| Q1 25 | $-21.5M | $-2.0M | ||
| Q4 24 | $-24.1M | $5.8M | ||
| Q3 24 | $-25.0M | $966.0K | ||
| Q2 24 | $-23.2M | $3.7M | ||
| Q1 24 | $-23.4M | $-3.4M |
| Q4 25 | -22.1% | 13.1% | ||
| Q3 25 | -29.4% | 25.0% | ||
| Q2 25 | -30.8% | 19.3% | ||
| Q1 25 | -26.9% | 7.2% | ||
| Q4 24 | -31.1% | 5.9% | ||
| Q3 24 | -33.5% | 19.4% | ||
| Q2 24 | -32.4% | 20.6% | ||
| Q1 24 | -31.7% | 5.8% |
| Q4 25 | -1.6% | 2.0% | ||
| Q3 25 | -19.4% | 5.4% | ||
| Q2 25 | -19.0% | 6.4% | ||
| Q1 25 | -19.2% | -2.6% | ||
| Q4 24 | -21.8% | 8.0% | ||
| Q3 24 | -22.9% | 1.2% | ||
| Q2 24 | -20.9% | 4.7% | ||
| Q1 24 | -20.9% | -4.3% |
| Q4 25 | $-0.02 | — | ||
| Q3 25 | $-0.33 | — | ||
| Q2 25 | $-0.32 | — | ||
| Q1 25 | $-0.33 | — | ||
| Q4 24 | $-0.37 | — | ||
| Q3 24 | $-0.38 | — | ||
| Q2 24 | $-0.35 | — | ||
| Q1 24 | $-0.36 | — |
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 | $94.8M | $118.7M |
| 总债务越低越好 | $4.2B | $432.2M |
| 股东权益账面价值 | $489.7M | $452.4M |
| 总资产 | $5.2B | $582.5M |
| 负债/权益比越低杠杆越低 | 8.56× | 0.96× |
8季度趋势，按日历期对齐
| Q4 25 | $94.8M | $118.7M | ||
| Q3 25 | $83.2M | $107.5M | ||
| Q2 25 | $58.6M | $94.3M | ||
| Q1 25 | $108.0M | $89.1M | ||
| Q4 24 | $131.7M | $96.6M | ||
| Q3 24 | $153.9M | $83.8M | ||
| Q2 24 | $146.2M | $66.1M | ||
| Q1 24 | $128.4M | $82.1M |
| Q4 25 | $4.2B | $432.2M | ||
| Q3 25 | $4.2B | $433.3M | ||
| Q2 25 | $4.2B | $434.4M | ||
| Q1 25 | $4.3B | $435.3M | ||
| Q4 24 | $4.3B | $436.2M | ||
| Q3 24 | $4.3B | $437.2M | ||
| Q2 24 | $4.3B | $438.1M | ||
| Q1 24 | $4.3B | $439.0M |
| Q4 25 | $489.7M | $452.4M | ||
| Q3 25 | $494.1M | $448.1M | ||
| Q2 25 | $519.1M | $442.4M | ||
| Q1 25 | $539.5M | $433.5M | ||
| Q4 24 | $562.0M | $429.5M | ||
| Q3 24 | $585.9M | $423.1M | ||
| Q2 24 | $618.3M | $418.4M | ||
| Q1 24 | $643.2M | $412.0M |
| Q4 25 | $5.2B | $582.5M | ||
| Q3 25 | $5.2B | $582.2M | ||
| Q2 25 | $5.2B | $574.8M | ||
| Q1 25 | $5.4B | $571.4M | ||
| Q4 24 | $5.4B | $581.6M | ||
| Q3 24 | $5.5B | $578.6M | ||
| Q2 24 | $5.5B | $571.4M | ||
| Q1 24 | $5.5B | $566.7M |
| Q4 25 | 8.56× | 0.96× | ||
| Q3 25 | 8.49× | 0.97× | ||
| Q2 25 | 8.09× | 0.98× | ||
| Q1 25 | 7.96× | 1.00× | ||
| Q4 24 | 7.65× | 1.02× | ||
| Q3 24 | 7.35× | 1.03× | ||
| Q2 24 | 6.96× | 1.05× | ||
| Q1 24 | 6.70× | 1.07× |
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 | $40.9M |
| 自由现金流经营现金流 - 资本支出 | $42.0M | $33.5M |
| 自由现金流率自由现金流/营收 | 36.9% | 47.1% |
| 资本支出强度资本支出/营收 | 16.4% | 10.4% |
| 现金转化率经营现金流/净利润 | — | 28.39× |
| 过去12个月自由现金流最近4个季度 | $79.8M | $56.8M |
8季度趋势，按日历期对齐
| Q4 25 | $60.7M | $40.9M | ||
| Q3 25 | $22.7M | $17.7M | ||
| Q2 25 | $18.4M | $4.6M | ||
| Q1 25 | $11.4M | $5.7M | ||
| Q4 24 | $2.0M | $59.7M | ||
| Q3 24 | $-3.4M | $17.6M | ||
| Q2 24 | $10.8M | $15.9M | ||
| Q1 24 | $8.0M | $9.4M |
| Q4 25 | $42.0M | $33.5M | ||
| Q3 25 | $17.6M | $16.4M | ||
| Q2 25 | $15.2M | $2.9M | ||
| Q1 25 | $5.0M | $4.0M | ||
| Q4 24 | $-3.7M | $53.0M | ||
| Q3 24 | $-5.9M | $16.3M | ||
| Q2 24 | $9.4M | $14.0M | ||
| Q1 24 | $5.9M | $6.8M |
| Q4 25 | 36.9% | 47.1% | ||
| Q3 25 | 15.9% | 22.4% | ||
| Q2 25 | 13.5% | 4.0% | ||
| Q1 25 | 4.5% | 5.3% | ||
| Q4 24 | -3.4% | 73.2% | ||
| Q3 24 | -5.5% | 20.8% | ||
| Q2 24 | 8.5% | 17.8% | ||
| Q1 24 | 5.2% | 8.6% |
| Q4 25 | 16.4% | 10.4% | ||
| Q3 25 | 4.6% | 1.8% | ||
| Q2 25 | 2.9% | 2.2% | ||
| Q1 25 | 5.7% | 2.3% | ||
| Q4 24 | 5.2% | 9.1% | ||
| Q3 24 | 2.3% | 1.7% | ||
| Q2 24 | 1.3% | 2.4% | ||
| Q1 24 | 1.9% | 3.3% |
| Q4 25 | — | 28.39× | ||
| Q3 25 | — | 4.45× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 10.28× | ||
| Q3 24 | — | 18.22× | ||
| Q2 24 | — | 4.29× | ||
| Q1 24 | — | — |
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
RMAX
| Franchising Segment | $50.1M | 70% |
| Broker Fees | $13.9M | 20% |
| Annual Dues | $7.4M | 10% |
