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Industrial Logistics Properties Trust（ILPT）与null（SWIM）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null的1.1倍（$113.9M vs $100.0M），Industrial Logistics Properties Trust净利率更高（-1.6% vs -7.0%，领先5.5%），null同比增速更快（14.5% vs 3.1%），Industrial Logistics Properties Trust自由现金流更多（$42.0M vs $14.1M），过去两年Industrial Logistics Properties Trust的营收复合增速更高（0.7% vs -4.9%）
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。
该企业是一家源自美国的跨国律师事务所，1934年创立于加利福尼亚州洛杉矶，在诉讼业务、公司法务以及监管合规法律领域拥有深厚的行业积累与知名度，是全球颇具影响力的综合性律所之一。
ILPT vs SWIM — 直观对比
营收规模更大
ILPT
是对方的1.1倍
$100.0M
营收增速更快
SWIM
高出11.5%
3.1%
净利率更高
ILPT
高出5.5%
-7.0%
自由现金流更多
ILPT
多$27.9M
$14.1M
两年增速更快
ILPT
近两年复合增速
-4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $113.9M | $100.0M |
| 净利润 | $-1.8M | $-7.0M |
| 毛利率 | — | 28.0% |
| 营业利润率 | -22.1% | -10.7% |
| 净利率 | -1.6% | -7.0% |
| 营收同比 | 3.1% | 14.5% |
| 净利润同比 | 92.6% | 76.0% |
| 每股收益（稀释后） | $-0.02 | $-0.06 |
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ILPTSWIM
| Q4 25 | $113.9M | $100.0M | ||
| Q3 25 | $110.9M | $161.9M | ||
| Q2 25 | $112.1M | $172.6M | ||
| Q1 25 | $111.9M | $111.4M | ||
| Q4 24 | $110.5M | $87.3M | ||
| Q3 24 | $108.9M | $150.5M | ||
| Q2 24 | $110.6M | $160.1M | ||
| Q1 24 | $112.2M | $110.6M |
净利润ILPTSWIM
| Q4 25 | $-1.8M | $-7.0M | ||
| Q3 25 | $-21.6M | $8.1M | ||
| Q2 25 | $-21.3M | $16.0M | ||
| Q1 25 | $-21.5M | $-6.0M | ||
| Q4 24 | $-24.1M | $-29.2M | ||
| Q3 24 | $-25.0M | $5.9M | ||
| Q2 24 | $-23.2M | $13.3M | ||
| Q1 24 | $-23.4M | $-7.9M |
毛利率ILPTSWIM
| Q4 25 | — | 28.0% | ||
| Q3 25 | — | 35.4% | ||
| Q2 25 | — | 37.1% | ||
| Q1 25 | — | 29.5% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | — | 32.4% | ||
| Q2 24 | — | 33.1% | ||
| Q1 24 | — | 27.7% |
营业利润率ILPTSWIM
| Q4 25 | -22.1% | -10.7% | ||
| Q3 25 | -29.4% | 13.3% | ||
| Q2 25 | -30.8% | 14.3% | ||
| Q1 25 | -26.9% | -4.4% | ||
| Q4 24 | -31.1% | -14.9% | ||
| Q3 24 | -33.5% | 8.9% | ||
| Q2 24 | -32.4% | 12.5% | ||
| Q1 24 | -31.7% | -1.9% |
净利率ILPTSWIM
| Q4 25 | -1.6% | -7.0% | ||
| Q3 25 | -19.4% | 5.0% | ||
| Q2 25 | -19.0% | 9.3% | ||
| Q1 25 | -19.2% | -5.4% | ||
| Q4 24 | -21.8% | -33.4% | ||
| Q3 24 | -22.9% | 3.9% | ||
| Q2 24 | -20.9% | 8.3% | ||
| Q1 24 | -20.9% | -7.1% |
每股收益（稀释后）ILPTSWIM
| Q4 25 | $-0.02 | $-0.06 | ||
| Q3 25 | $-0.33 | $0.07 | ||
| Q2 25 | $-0.32 | $0.13 | ||
| Q1 25 | $-0.33 | $-0.05 | ||
| Q4 24 | $-0.37 | $-0.24 | ||
| Q3 24 | $-0.38 | $0.05 | ||
| Q2 24 | $-0.35 | $0.11 | ||
| Q1 24 | $-0.36 | $-0.07 |
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 | — |
| 总债务越低越好 | $4.2B | $279.8M |
| 股东权益账面价值 | $489.7M | $405.9M |
| 总资产 | $5.2B | $823.2M |
| 负债/权益比越低杠杆越低 | 8.56× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资ILPTSWIM
| Q4 25 | $94.8M | — | ||
| Q3 25 | $83.2M | — | ||
| Q2 25 | $58.6M | — | ||
| Q1 25 | $108.0M | — | ||
| Q4 24 | $131.7M | — | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $146.2M | — | ||
| Q1 24 | $128.4M | — |
总债务ILPTSWIM
| Q4 25 | $4.2B | $279.8M | ||
| Q3 25 | $4.2B | $281.1M | ||
| Q2 25 | $4.2B | $281.5M | ||
| Q1 25 | $4.3B | $306.9M | ||
| Q4 24 | $4.3B | $281.5M | ||
| Q3 24 | $4.3B | $282.8M | ||
| Q2 24 | $4.3B | $282.4M | ||
| Q1 24 | $4.3B | $282.8M |
股东权益ILPTSWIM
| Q4 25 | $489.7M | $405.9M | ||
| Q3 25 | $494.1M | $408.4M | ||
| Q2 25 | $519.1M | $398.4M | ||
| Q1 25 | $539.5M | $381.1M | ||
| Q4 24 | $562.0M | $387.2M | ||
| Q3 24 | $585.9M | $416.6M | ||
| Q2 24 | $618.3M | $408.1M | ||
| Q1 24 | $643.2M | $391.8M |
总资产ILPTSWIM
| Q4 25 | $5.2B | $823.2M | ||
| Q3 25 | $5.2B | $844.4M | ||
| Q2 25 | $5.2B | $822.1M | ||
| Q1 25 | $5.4B | $824.6M | ||
| Q4 24 | $5.4B | $794.2M | ||
| Q3 24 | $5.5B | $853.4M | ||
| Q2 24 | $5.5B | $830.0M | ||
| Q1 24 | $5.5B | $808.6M |
负债/权益比ILPTSWIM
| Q4 25 | 8.56× | 0.69× | ||
| Q3 25 | 8.49× | 0.69× | ||
| Q2 25 | 8.09× | 0.71× | ||
| Q1 25 | 7.96× | 0.81× | ||
| Q4 24 | 7.65× | 0.73× | ||
| Q3 24 | 7.35× | 0.68× | ||
| Q2 24 | 6.96× | 0.69× | ||
| Q1 24 | 6.70× | 0.72× |
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 | $23.3M |
| 自由现金流经营现金流 - 资本支出 | $42.0M | $14.1M |
| 自由现金流率自由现金流/营收 | 36.9% | 14.1% |
| 资本支出强度资本支出/营收 | 16.4% | 9.2% |
| 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 | $38.0M |
8季度趋势，按日历期对齐
经营现金流ILPTSWIM
| Q4 25 | $60.7M | $23.3M | ||
| Q3 25 | $22.7M | $51.0M | ||
| Q2 25 | $18.4M | $36.0M | ||
| Q1 25 | $11.4M | $-46.9M | ||
| Q4 24 | $2.0M | $6.2M | ||
| Q3 24 | $-3.4M | $37.2M | ||
| Q2 24 | $10.8M | $52.4M | ||
| Q1 24 | $8.0M | $-34.5M |
自由现金流ILPTSWIM
| Q4 25 | $42.0M | $14.1M | ||
| Q3 25 | $17.6M | $45.2M | ||
| Q2 25 | $15.2M | $29.1M | ||
| Q1 25 | $5.0M | $-50.3M | ||
| Q4 24 | $-3.7M | $-98.0K | ||
| Q3 24 | $-5.9M | $33.2M | ||
| Q2 24 | $9.4M | $47.9M | ||
| Q1 24 | $5.9M | $-39.9M |
自由现金流率ILPTSWIM
| Q4 25 | 36.9% | 14.1% | ||
| Q3 25 | 15.9% | 27.9% | ||
| Q2 25 | 13.5% | 16.8% | ||
| Q1 25 | 4.5% | -45.2% | ||
| Q4 24 | -3.4% | -0.1% | ||
| Q3 24 | -5.5% | 22.1% | ||
| Q2 24 | 8.5% | 29.9% | ||
| Q1 24 | 5.2% | -36.0% |
资本支出强度ILPTSWIM
| Q4 25 | 16.4% | 9.2% | ||
| Q3 25 | 4.6% | 3.6% | ||
| Q2 25 | 2.9% | 4.0% | ||
| Q1 25 | 5.7% | 3.1% | ||
| Q4 24 | 5.2% | 7.2% | ||
| Q3 24 | 2.3% | 2.7% | ||
| Q2 24 | 1.3% | 2.8% | ||
| Q1 24 | 1.9% | 4.8% |
现金转化率ILPTSWIM
| Q4 25 | — | — | ||
| Q3 25 | — | 6.29× | ||
| Q2 25 | — | 2.25× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.32× | ||
| Q2 24 | — | 3.95× | ||
| 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
SWIM
| In Ground Swimming Pools | $50.2M | 50% |
| Covers | $37.0M | 37% |
| Liners | $12.7M | 13% |
