vs
null(JACK)与MEDICAL PROPERTIES TRUST INC(MPW)财务数据对比。点击上方公司名可切换其他公司
null的季度营收约是MEDICAL PROPERTIES TRUST INC的1.3倍($349.5M vs $270.3M),MEDICAL PROPERTIES TRUST INC净利率更高(6.5% vs -0.7%,领先7.2%),MEDICAL PROPERTIES TRUST INC同比增速更快(16.6% vs -25.5%),过去两年MEDICAL PROPERTIES TRUST INC的营收复合增速更高(-0.2% vs -18.6%)
杰克盒子是源自美国的连锁快餐品牌,1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立,总部也设于此。品牌目前拥有超过2200家门店,业务主要覆盖美国西海岸,在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌,后该品牌被阿波罗全球管理收购。
Medical Properties Trust, Inc.(MPT)是一家总部位于美国阿拉巴马州伯明翰的跨国房地产投资信托基金(REIT),主要在美欧地区收购、投资医疗保健设施与营利性医疗控股公司,资产收购多采用售后回租模式,原业主出售资产后成为其租户,租户通常需签署长期三净租赁协议。
JACK vs MPW — 直观对比
营收规模更大
JACK
是对方的1.3倍
$270.3M
营收增速更快
MPW
高出42.2%
-25.5%
净利率更高
MPW
高出7.2%
-0.7%
两年增速更快
MPW
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $349.5M | $270.3M |
| 净利润 | $-2.5M | $17.6M |
| 毛利率 | — | 95.8% |
| 营业利润率 | 13.3% | 9.7% |
| 净利率 | -0.7% | 6.5% |
| 营收同比 | -25.5% | 16.6% |
| 净利润同比 | -107.3% | 104.3% |
| 每股收益(稀释后) | $-0.13 | $0.03 |
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
JACK
MPW
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $270.3M | ||
| Q3 25 | — | $237.5M | ||
| Q2 25 | $336.7M | $240.4M | ||
| Q1 25 | $371.1M | $223.8M | ||
| Q4 24 | — | $231.8M | ||
| Q3 24 | — | $225.8M | ||
| Q2 24 | $365.3M | $266.6M |
净利润
JACK
MPW
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $17.6M | ||
| Q3 25 | — | $-77.7M | ||
| Q2 25 | $-142.2M | $-98.4M | ||
| Q1 25 | $33.7M | $-118.3M | ||
| Q4 24 | — | $-412.3M | ||
| Q3 24 | — | $-801.2M | ||
| Q2 24 | $25.0M | $-320.6M |
毛利率
JACK
MPW
| Q1 26 | — | — | ||
| Q4 25 | — | 95.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 91.8% | ||
| Q1 25 | — | 63.6% | ||
| Q4 24 | — | 90.9% | ||
| Q3 24 | — | 96.5% | ||
| Q2 24 | — | 98.4% |
营业利润率
JACK
MPW
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | 9.7% | ||
| Q3 25 | — | -28.0% | ||
| Q2 25 | -46.7% | -36.7% | ||
| Q1 25 | 19.0% | -48.5% | ||
| Q4 24 | — | -173.7% | ||
| Q3 24 | — | -350.7% | ||
| Q2 24 | 14.8% | -114.5% |
净利率
JACK
MPW
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | -32.7% | ||
| Q2 25 | -42.2% | -40.9% | ||
| Q1 25 | 9.1% | -52.8% | ||
| Q4 24 | — | -177.8% | ||
| Q3 24 | — | -354.8% | ||
| Q2 24 | 6.8% | -120.3% |
每股收益(稀释后)
JACK
MPW
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $0.03 | ||
| Q3 25 | — | $-0.13 | ||
| Q2 25 | $-7.47 | $-0.16 | ||
| Q1 25 | $1.75 | $-0.20 | ||
| Q4 24 | — | $-0.68 | ||
| Q3 24 | — | $-1.34 | ||
| Q2 24 | $1.26 | $-0.54 |
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 | — | $540.9M |
| 总债务越低越好 | $1.6B | $9.7B |
| 股东权益账面价值 | $-936.0M | $4.6B |
| 总资产 | $2.0B | $15.0B |
| 负债/权益比越低杠杆越低 | — | 2.11× |
8季度趋势,按日历期对齐
现金及短期投资
JACK
MPW
| Q1 26 | — | — | ||
| Q4 25 | — | $540.9M | ||
| Q3 25 | — | $396.6M | ||
| Q2 25 | — | $509.8M | ||
| Q1 25 | — | $673.5M | ||
| Q4 24 | — | $332.3M | ||
| Q3 24 | — | $275.6M | ||
| Q2 24 | — | $606.5M |
总债务
JACK
MPW
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | $9.7B | ||
| Q3 25 | — | $9.6B | ||
| Q2 25 | $1.7B | $9.6B | ||
| Q1 25 | $1.7B | $9.5B | ||
| Q4 24 | — | $8.8B | ||
| Q3 24 | — | $9.2B | ||
| Q2 24 | $1.7B | $9.4B |
股东权益
JACK
MPW
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $4.6B | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | $-976.2M | $4.8B | ||
| Q1 25 | $-827.1M | $4.8B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $5.4B | ||
| Q2 24 | $-702.6M | $6.2B |
总资产
JACK
MPW
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $15.0B | ||
| Q3 25 | — | $14.9B | ||
| Q2 25 | $2.6B | $15.2B | ||
| Q1 25 | $2.8B | $14.9B | ||
| Q4 24 | — | $14.3B | ||
| Q3 24 | — | $15.2B | ||
| Q2 24 | $2.9B | $16.2B |
负债/权益比
JACK
MPW
| Q1 26 | — | — | ||
| Q4 25 | — | 2.11× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | 2.00× | ||
| Q1 25 | — | 1.99× | ||
| Q4 24 | — | 1.83× | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | 1.51× |
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 | $30.5M | $230.8M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | — |
| 自由现金流率自由现金流/营收 | 2.1% | — |
| 资本支出强度资本支出/营收 | 6.6% | — |
| 现金转化率经营现金流/净利润 | — | 13.11× |
| 过去12个月自由现金流最近4个季度 | $34.8M | — |
8季度趋势,按日历期对齐
经营现金流
JACK
MPW
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $230.8M | ||
| Q3 25 | — | $18.6M | ||
| Q2 25 | $-36.8M | $51.7M | ||
| Q1 25 | $105.7M | $384.0K | ||
| Q4 24 | — | $245.5M | ||
| Q3 24 | — | $59.2M | ||
| Q2 24 | $16.7M | $35.3M |
自由现金流
JACK
MPW
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-63.2M | — | ||
| Q1 25 | $84.4M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $6.4M | — |
自由现金流率
JACK
MPW
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -18.8% | — | ||
| Q1 25 | 22.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.8% | — |
资本支出强度
JACK
MPW
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 5.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.8% | — |
现金转化率
JACK
MPW
| Q1 26 | — | — | ||
| Q4 25 | — | 13.11× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.14× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.67× | — |
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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
MPW
暂无分部数据