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InvenTrust Properties Corp.(IVT)与IMPINJ INC(PI)财务数据对比。点击上方公司名可切换其他公司
InvenTrust Properties Corp.的季度营收约是IMPINJ INC的1.0倍($77.4M vs $74.3M),IMPINJ INC净利率更高(11.2% vs 3.4%,领先7.8%),InvenTrust Properties Corp.同比增速更快(8.6% vs -0.0%),InvenTrust Properties Corp.自由现金流更多($110.9M vs $2.2M),过去两年InvenTrust Properties Corp.的营收复合增速更高(7.6% vs -14.9%)
InvenTrust Properties Corp.是一家专注于购物中心投资的房地产投资信托基金,截至2024年12月31日,公司共持有68处物业的权益,总建筑面积达1100万平方英尺,在商业地产投资领域拥有成熟的运营布局与资产储备。
Impinj Inc.是一家美国射频识别(RFID)设备及软件提供商,成立于2000年,总部位于华盛顿州西雅图,源自加州理工学院Carver Mead与Chris Diorio的研究成果。公司主营EPC Class 1 Gen 2无源超高频RFID芯片、读写器、读写器芯片、天线,以及芯片编码、业务数据采集相关的软件应用,为各行业RFID应用提供全链路产品支持。
IVT vs PI — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $77.4M | $74.3M |
| 净利润 | $2.7M | $8.3M |
| 毛利率 | — | 49.1% |
| 营业利润率 | -11.0% | 30.5% |
| 净利率 | 3.4% | 11.2% |
| 营收同比 | 8.6% | -0.0% |
| 净利润同比 | -72.8% | — |
| 每股收益(稀释后) | $0.02 | $0.14 |
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
| Q1 26 | — | $74.3M | ||
| Q4 25 | $77.4M | $92.8M | ||
| Q3 25 | $74.5M | $96.1M | ||
| Q2 25 | $73.6M | $97.9M | ||
| Q1 25 | $73.8M | $74.3M | ||
| Q4 24 | $71.2M | $91.6M | ||
| Q3 24 | $68.5M | $95.2M | ||
| Q2 24 | $67.4M | $102.5M |
| Q1 26 | — | $8.3M | ||
| Q4 25 | $2.7M | $-1.1M | ||
| Q3 25 | $6.0M | $-12.8M | ||
| Q2 25 | $95.9M | $11.6M | ||
| Q1 25 | $6.8M | $-8.5M | ||
| Q4 24 | $9.8M | $-2.7M | ||
| Q3 24 | $-539.0K | $221.0K | ||
| Q2 24 | $1.5M | $10.0M |
| Q1 26 | — | 49.1% | ||
| Q4 25 | — | 51.8% | ||
| Q3 25 | — | 50.3% | ||
| Q2 25 | — | 57.8% | ||
| Q1 25 | — | 49.4% | ||
| Q4 24 | — | 50.5% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 56.1% |
| Q1 26 | — | 30.5% | ||
| Q4 25 | -11.0% | -2.9% | ||
| Q3 25 | -9.8% | 0.7% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | -10.5% | -12.9% | ||
| Q4 24 | -3.6% | -3.9% | ||
| Q3 24 | -18.7% | -0.8% | ||
| Q2 24 | -13.6% | 8.8% |
| Q1 26 | — | 11.2% | ||
| Q4 25 | 3.4% | -1.2% | ||
| Q3 25 | 8.1% | -13.3% | ||
| Q2 25 | 130.4% | 11.8% | ||
| Q1 25 | 9.2% | -11.4% | ||
| Q4 24 | 13.8% | -2.9% | ||
| Q3 24 | -0.8% | 0.2% | ||
| Q2 24 | 2.2% | 9.7% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.02 | $-0.02 | ||
| Q3 25 | $0.08 | $-0.44 | ||
| Q2 25 | $1.23 | $0.39 | ||
| Q1 25 | $0.09 | $-0.30 | ||
| Q4 24 | $0.14 | $-0.06 | ||
| Q3 24 | $-0.01 | $0.01 | ||
| Q2 24 | $0.02 | $0.34 |
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 | — | $131.8M |
| 总债务越低越好 | $825.9M | $241.5M |
| 股东权益账面价值 | $1.8B | — |
| 总资产 | $2.8B | $502.5M |
| 负债/权益比越低杠杆越低 | 0.46× | — |
8季度趋势,按日历期对齐
| Q1 26 | — | $131.8M | ||
| Q4 25 | — | $175.3M | ||
| Q3 25 | — | $190.1M | ||
| Q2 25 | — | $193.2M | ||
| Q1 25 | — | $147.9M | ||
| Q4 24 | — | $164.7M | ||
| Q3 24 | — | $170.3M | ||
| Q2 24 | — | $220.2M |
| Q1 26 | — | $241.5M | ||
| Q4 25 | $825.9M | $280.9M | ||
| Q3 25 | $764.6M | $280.4M | ||
| Q2 25 | $746.3M | — | ||
| Q1 25 | $740.7M | — | ||
| Q4 24 | $740.4M | $283.5M | ||
| Q3 24 | $740.1M | — | ||
| Q2 24 | $812.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $209.2M | ||
| Q3 25 | $1.8B | $195.0M | ||
| Q2 25 | $1.8B | $187.7M | ||
| Q1 25 | $1.7B | $160.6M | ||
| Q4 24 | $1.8B | $149.9M | ||
| Q3 24 | $1.8B | $136.1M | ||
| Q2 24 | $1.5B | $117.0M |
| Q1 26 | — | $502.5M | ||
| Q4 25 | $2.8B | $545.2M | ||
| Q3 25 | $2.7B | $516.5M | ||
| Q2 25 | $2.7B | $508.8M | ||
| Q1 25 | $2.6B | $479.8M | ||
| Q4 24 | $2.6B | $489.1M | ||
| Q3 24 | $2.6B | $476.4M | ||
| Q2 24 | $2.5B | $446.1M |
| Q1 26 | — | — | ||
| Q4 25 | 0.46× | 1.34× | ||
| Q3 25 | 0.42× | 1.44× | ||
| Q2 25 | 0.41× | — | ||
| Q1 25 | 0.42× | — | ||
| Q4 24 | 0.42× | 1.89× | ||
| Q3 24 | 0.42× | — | ||
| Q2 24 | 0.53× | — |
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 | $155.4M | — |
| 自由现金流经营现金流 - 资本支出 | $110.9M | $2.2M |
| 自由现金流率自由现金流/营收 | 143.3% | 3.0% |
| 资本支出强度资本支出/营收 | 57.5% | — |
| 现金转化率经营现金流/净利润 | 58.41× | — |
| 过去12个月自由现金流最近4个季度 | $193.1M | $61.1M |
8季度趋势,按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $155.4M | $15.1M | ||
| Q3 25 | $43.8M | $20.9M | ||
| Q2 25 | $48.7M | $33.9M | ||
| Q1 25 | $20.2M | $-11.1M | ||
| Q4 24 | $136.9M | $12.6M | ||
| Q3 24 | $38.4M | $10.1M | ||
| Q2 24 | $46.7M | $45.5M |
| Q1 26 | — | $2.2M | ||
| Q4 25 | $110.9M | $13.6M | ||
| Q3 25 | $31.4M | $18.0M | ||
| Q2 25 | $38.0M | $27.3M | ||
| Q1 25 | $12.8M | $-13.0M | ||
| Q4 24 | $100.8M | $8.5M | ||
| Q3 24 | $29.3M | $4.7M | ||
| Q2 24 | $37.2M | $44.1M |
| Q1 26 | — | 3.0% | ||
| Q4 25 | 143.3% | 14.7% | ||
| Q3 25 | 42.2% | 18.7% | ||
| Q2 25 | 51.6% | 27.9% | ||
| Q1 25 | 17.4% | -17.5% | ||
| Q4 24 | 141.5% | 9.3% | ||
| Q3 24 | 42.8% | 4.9% | ||
| Q2 24 | 55.2% | 43.0% |
| Q1 26 | — | — | ||
| Q4 25 | 57.5% | 1.6% | ||
| Q3 25 | 16.7% | 3.1% | ||
| Q2 25 | 14.6% | 6.7% | ||
| Q1 25 | 10.0% | 2.5% | ||
| Q4 24 | 50.7% | 4.5% | ||
| Q3 24 | 13.3% | 5.7% | ||
| Q2 24 | 14.0% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 58.41× | — | ||
| Q3 25 | 7.27× | — | ||
| Q2 25 | 0.51× | 2.93× | ||
| Q1 25 | 2.97× | — | ||
| Q4 24 | 13.97× | — | ||
| Q3 24 | — | 45.56× | ||
| Q2 24 | 31.15× | 4.56× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图