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Industrial Logistics Properties Trust（ILPT）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是Industrial Logistics Properties Trust的1.8倍（$200.5M vs $113.9M），ROGERS CORP净利率更高（2.2% vs -1.6%，领先3.8%），ROGERS CORP同比增速更快（5.2% vs 3.1%），Industrial Logistics Properties Trust自由现金流更多（$42.0M vs $1.1M），过去两年Industrial Logistics Properties Trust的营收复合增速更高（0.7% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
ILPT vs ROG — 直观对比
营收规模更大
ROG
是对方的1.8倍
$113.9M
营收增速更快
ROG
高出2.2%
3.1%
净利率更高
ROG
高出3.8%
-1.6%
自由现金流更多
ILPT
多$40.9M
$1.1M
两年增速更快
ILPT
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $113.9M | $200.5M |
| 净利润 | $-1.8M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | -22.1% | — |
| 净利率 | -1.6% | 2.2% |
| 营收同比 | 3.1% | 5.2% |
| 净利润同比 | 92.6% | 421.4% |
| 每股收益（稀释后） | $-0.02 | $0.25 |
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ILPTROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $113.9M | $201.5M | ||
| Q3 25 | $110.9M | $216.0M | ||
| Q2 25 | $112.1M | $202.8M | ||
| Q1 25 | $111.9M | $190.5M | ||
| Q4 24 | $110.5M | $192.2M | ||
| Q3 24 | $108.9M | $210.3M | ||
| Q2 24 | $110.6M | $214.2M |
净利润ILPTROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-1.8M | $4.6M | ||
| Q3 25 | $-21.6M | $8.6M | ||
| Q2 25 | $-21.3M | $-73.6M | ||
| Q1 25 | $-21.5M | $-1.4M | ||
| Q4 24 | $-24.1M | $-500.0K | ||
| Q3 24 | $-25.0M | $10.7M | ||
| Q2 24 | $-23.2M | $8.1M |
毛利率ILPTROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率ILPTROG
| Q1 26 | — | — | ||
| Q4 25 | -22.1% | 3.5% | ||
| Q3 25 | -29.4% | 7.3% | ||
| Q2 25 | -30.8% | -33.3% | ||
| Q1 25 | -26.9% | -0.2% | ||
| Q4 24 | -31.1% | -6.6% | ||
| Q3 24 | -33.5% | 6.9% | ||
| Q2 24 | -32.4% | 5.3% |
净利率ILPTROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -1.6% | 2.3% | ||
| Q3 25 | -19.4% | 4.0% | ||
| Q2 25 | -19.0% | -36.3% | ||
| Q1 25 | -19.2% | -0.7% | ||
| Q4 24 | -21.8% | -0.3% | ||
| Q3 24 | -22.9% | 5.1% | ||
| Q2 24 | -20.9% | 3.8% |
每股收益（稀释后）ILPTROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.02 | $0.20 | ||
| Q3 25 | $-0.33 | $0.48 | ||
| Q2 25 | $-0.32 | $-4.00 | ||
| Q1 25 | $-0.33 | $-0.08 | ||
| Q4 24 | $-0.37 | $-0.04 | ||
| Q3 24 | $-0.38 | $0.58 | ||
| Q2 24 | $-0.35 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | $4.2B | — |
| 股东权益账面价值 | $489.7M | $1.2B |
| 总资产 | $5.2B | $1.4B |
| 负债/权益比越低杠杆越低 | 8.56× | — |
8季度趋势，按日历期对齐
现金及短期投资ILPTROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $94.8M | $197.0M | ||
| Q3 25 | $83.2M | $167.8M | ||
| Q2 25 | $58.6M | $157.2M | ||
| Q1 25 | $108.0M | $175.6M | ||
| Q4 24 | $131.7M | $159.8M | ||
| Q3 24 | $153.9M | $146.4M | ||
| Q2 24 | $146.2M | $119.9M |
总债务ILPTROG
| Q1 26 | — | — | ||
| 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 | — |
股东权益ILPTROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $489.7M | $1.2B | ||
| Q3 25 | $494.1M | $1.2B | ||
| Q2 25 | $519.1M | $1.2B | ||
| Q1 25 | $539.5M | $1.3B | ||
| Q4 24 | $562.0M | $1.3B | ||
| Q3 24 | $585.9M | $1.3B | ||
| Q2 24 | $618.3M | $1.3B |
总资产ILPTROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $5.2B | $1.4B | ||
| Q3 25 | $5.2B | $1.4B | ||
| Q2 25 | $5.2B | $1.5B | ||
| Q1 25 | $5.4B | $1.5B | ||
| Q4 24 | $5.4B | $1.5B | ||
| Q3 24 | $5.5B | $1.5B | ||
| Q2 24 | $5.5B | $1.5B |
负债/权益比ILPTROG
| Q1 26 | — | — | ||
| 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× | — |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $42.0M | $1.1M |
| 自由现金流率自由现金流/营收 | 36.9% | 0.5% |
| 资本支出强度资本支出/营收 | 16.4% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | $79.8M | $70.1M |
8季度趋势，按日历期对齐
经营现金流ILPTROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $60.7M | $46.9M | ||
| Q3 25 | $22.7M | $28.9M | ||
| Q2 25 | $18.4M | $13.7M | ||
| Q1 25 | $11.4M | $11.7M | ||
| Q4 24 | $2.0M | $33.7M | ||
| Q3 24 | $-3.4M | $42.4M | ||
| Q2 24 | $10.8M | $22.9M |
自由现金流ILPTROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $42.0M | $42.2M | ||
| Q3 25 | $17.6M | $21.2M | ||
| Q2 25 | $15.2M | $5.6M | ||
| Q1 25 | $5.0M | $2.1M | ||
| Q4 24 | $-3.7M | $18.3M | ||
| Q3 24 | $-5.9M | $25.2M | ||
| Q2 24 | $9.4M | $8.8M |
自由现金流率ILPTROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 36.9% | 20.9% | ||
| Q3 25 | 15.9% | 9.8% | ||
| Q2 25 | 13.5% | 2.8% | ||
| Q1 25 | 4.5% | 1.1% | ||
| Q4 24 | -3.4% | 9.5% | ||
| Q3 24 | -5.5% | 12.0% | ||
| Q2 24 | 8.5% | 4.1% |
资本支出强度ILPTROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 16.4% | 2.3% | ||
| Q3 25 | 4.6% | 3.6% | ||
| Q2 25 | 2.9% | 4.0% | ||
| Q1 25 | 5.7% | 5.0% | ||
| Q4 24 | 5.2% | 8.0% | ||
| Q3 24 | 2.3% | 8.2% | ||
| Q2 24 | 1.3% | 6.6% |
现金转化率ILPTROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
