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INDEPENDENCE REALTY TRUST, INC.(IRT)与福尼克斯(PLAB)财务数据对比。点击上方公司名可切换其他公司
福尼克斯的季度营收约是INDEPENDENCE REALTY TRUST, INC.的1.3倍($210.4M vs $165.3M),INDEPENDENCE REALTY TRUST, INC.同比增速更快(2.5% vs -5.5%),过去两年INDEPENDENCE REALTY TRUST, INC.的营收复合增速更高(2.2% vs -3.8%)
独立房地产信托是一家专注于商业地产领域的不动产投资信托企业,投资布局覆盖费城、华盛顿特区以及得克萨斯州奥斯汀市的优质写字楼资产,为投资者创造稳定的不动产投资回报。
福尼克斯是美国半导体光掩模制造商,2009年时位居全球第三大光掩模供应商,同时也是电子束产业倡议组织的成员,专注于为半导体行业提供关键的掩模产品,支撑芯片制造环节的图形转移需求。
IRT vs PLAB — 直观对比
营收规模更大
PLAB
是对方的1.3倍
$165.3M
营收增速更快
IRT
高出8.0%
-5.5%
两年增速更快
IRT
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $165.3M | $210.4M |
| 净利润 | — | $22.9M |
| 毛利率 | — | 33.7% |
| 营业利润率 | — | 22.9% |
| 净利率 | — | 10.9% |
| 营收同比 | 2.5% | -5.5% |
| 净利润同比 | — | -32.4% |
| 每股收益(稀释后) | $0.00 | $0.39 |
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
IRT
PLAB
| Q1 26 | $165.3M | — | ||
| Q4 25 | $167.1M | — | ||
| Q3 25 | $167.1M | $210.4M | ||
| Q2 25 | $162.2M | $211.0M | ||
| Q1 25 | $161.2M | $212.1M | ||
| Q4 24 | $161.0M | $222.6M | ||
| Q3 24 | $160.1M | $211.0M | ||
| Q2 24 | $158.4M | $217.0M |
净利润
IRT
PLAB
| Q1 26 | — | — | ||
| Q4 25 | $33.3M | — | ||
| Q3 25 | $6.9M | $22.9M | ||
| Q2 25 | $8.0M | $8.9M | ||
| Q1 25 | $8.4M | $42.9M | ||
| Q4 24 | $-1.0M | $33.9M | ||
| Q3 24 | $12.4M | $34.4M | ||
| Q2 24 | $10.4M | $36.3M |
毛利率
IRT
PLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | — | 36.9% | ||
| Q1 25 | — | 35.6% | ||
| Q4 24 | — | 37.0% | ||
| Q3 24 | — | 35.6% | ||
| Q2 24 | — | 36.5% |
营业利润率
IRT
PLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 22.9% | ||
| Q2 25 | — | 26.4% | ||
| Q1 25 | — | 24.6% | ||
| Q4 24 | — | 25.1% | ||
| Q3 24 | — | 24.7% | ||
| Q2 24 | — | 25.8% |
净利率
IRT
PLAB
| Q1 26 | — | — | ||
| Q4 25 | 19.9% | — | ||
| Q3 25 | 4.1% | 10.9% | ||
| Q2 25 | 5.0% | 4.2% | ||
| Q1 25 | 5.2% | 20.2% | ||
| Q4 24 | -0.6% | 15.2% | ||
| Q3 24 | 7.7% | 16.3% | ||
| Q2 24 | 6.5% | 16.7% |
每股收益(稀释后)
IRT
PLAB
| Q1 26 | $0.00 | — | ||
| Q4 25 | $0.14 | — | ||
| Q3 25 | $0.03 | $0.39 | ||
| Q2 25 | $0.03 | $0.15 | ||
| Q1 25 | $0.04 | $0.68 | ||
| Q4 24 | $-0.01 | $0.54 | ||
| Q3 24 | $0.05 | $0.55 | ||
| Q2 24 | $0.05 | $0.58 |
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 | $23.3M | $575.8M |
| 总债务越低越好 | — | $16.0K |
| 股东权益账面价值 | $3.4B | $1.1B |
| 总资产 | $6.1B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
IRT
PLAB
| Q1 26 | $23.3M | — | ||
| Q4 25 | $23.6M | — | ||
| Q3 25 | $23.3M | $575.8M | ||
| Q2 25 | $19.5M | $558.4M | ||
| Q1 25 | $29.1M | $642.2M | ||
| Q4 24 | $21.2M | $640.7M | ||
| Q3 24 | $17.6M | $606.4M | ||
| Q2 24 | $21.0M | $559.9M |
总债务
IRT
PLAB
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | $16.0K | ||
| Q2 25 | $2.2B | $19.0K | ||
| Q1 25 | $2.3B | $21.0K | ||
| Q4 24 | $2.3B | $25.0K | ||
| Q3 24 | $2.3B | $28.0K | ||
| Q2 24 | $2.3B | $2.5M |
股东权益
IRT
PLAB
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.5B | — | ||
| Q3 25 | $3.5B | $1.1B | ||
| Q2 25 | $3.4B | $1.1B | ||
| Q1 25 | $3.5B | $1.1B | ||
| Q4 24 | $3.4B | $1.1B | ||
| Q3 24 | $3.4B | $1.1B | ||
| Q2 24 | $3.4B | $1.0B |
总资产
IRT
PLAB
| Q1 26 | $6.1B | — | ||
| Q4 25 | $6.0B | — | ||
| Q3 25 | $6.1B | $1.8B | ||
| Q2 25 | $6.0B | $1.7B | ||
| Q1 25 | $6.0B | $1.7B | ||
| Q4 24 | $6.1B | $1.7B | ||
| Q3 24 | $5.9B | $1.6B | ||
| Q2 24 | $5.9B | $1.6B |
负债/权益比
IRT
PLAB
| Q1 26 | — | — | ||
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.66× | 0.00× | ||
| Q2 25 | 0.66× | 0.00× | ||
| Q1 25 | 0.65× | 0.00× | ||
| Q4 24 | 0.68× | 0.00× | ||
| Q3 24 | 0.68× | 0.00× | ||
| Q2 24 | 0.66× | 0.00× |
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 | — | $50.1M |
| 自由现金流经营现金流 - 资本支出 | — | $25.2M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 11.8% |
| 现金转化率经营现金流/净利润 | — | 2.19× |
| 过去12个月自由现金流最近4个季度 | — | $64.5M |
8季度趋势,按日历期对齐
经营现金流
IRT
PLAB
| Q1 26 | — | — | ||
| Q4 25 | $282.1M | — | ||
| Q3 25 | $79.3M | $50.1M | ||
| Q2 25 | $82.2M | $31.5M | ||
| Q1 25 | $60.4M | $78.5M | ||
| Q4 24 | $259.8M | $68.4M | ||
| Q3 24 | $69.2M | $75.1M | ||
| Q2 24 | $83.0M | $76.5M |
自由现金流
IRT
PLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $25.2M | ||
| Q2 25 | — | $-29.1M | ||
| Q1 25 | — | $43.3M | ||
| Q4 24 | — | $25.2M | ||
| Q3 24 | — | $50.7M | ||
| Q2 24 | — | $56.5M |
自由现金流率
IRT
PLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | — | -13.8% | ||
| Q1 25 | — | 20.4% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 26.0% |
资本支出强度
IRT
PLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 11.8% | ||
| Q2 25 | — | 28.7% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 19.4% | ||
| Q3 24 | — | 11.6% | ||
| Q2 24 | — | 9.2% |
现金转化率
IRT
PLAB
| Q1 26 | — | — | ||
| Q4 25 | 8.48× | — | ||
| Q3 25 | 11.51× | 2.19× | ||
| Q2 25 | 10.22× | 3.55× | ||
| Q1 25 | 7.23× | 1.83× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | 5.60× | 2.18× | ||
| Q2 24 | 8.02× | 2.11× |
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
IRT
| Rental and other property revenue | $165.2M | 100% |
| Other revenue | $109.0K | 0% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |