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Kimco Realty（KIM）与ROYAL GOLD INC（RGLD）财务数据对比。点击上方公司名可切换其他公司
Kimco Realty的季度营收约是ROYAL GOLD INC的1.5倍（$558.0M vs $375.3M），Kimco Realty净利率更高（29.8% vs 24.9%，领先4.9%），ROYAL GOLD INC同比增速更快（85.3% vs 4.0%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% vs 5.6%）
Kimco Realty是总部位于美国纽约州杰里科的房地产投资信托企业，核心投资领域为购物中心类商业地产，在商业不动产投资及运营领域积累了深厚的行业经验与资源优势。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
KIM vs RGLD — 直观对比
营收规模更大
KIM
是对方的1.5倍
$375.3M
营收增速更快
RGLD
高出81.3%
4.0%
净利率更高
KIM
高出4.9%
24.9%
两年增速更快
RGLD
近两年复合增速
5.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $375.3M |
| 净利润 | $166.3M | $93.6M |
| 毛利率 | — | 64.6% |
| 营业利润率 | 37.2% | 56.2% |
| 净利率 | 29.8% | 24.9% |
| 营收同比 | 4.0% | 85.3% |
| 净利润同比 | 23.7% | -12.8% |
| 每股收益（稀释后） | $0.46 | $1.04 |
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KIMRGLD
| Q1 26 | $558.0M | — | ||
| Q4 25 | $542.5M | $375.3M | ||
| Q3 25 | $535.9M | $252.1M | ||
| Q2 25 | $525.2M | $209.6M | ||
| Q1 25 | $536.6M | $193.4M | ||
| Q4 24 | $525.4M | $202.6M | ||
| Q3 24 | $507.6M | $193.8M | ||
| Q2 24 | $500.2M | $174.1M |
净利润KIMRGLD
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $93.6M | ||
| Q3 25 | $137.8M | $126.8M | ||
| Q2 25 | $163.0M | $132.3M | ||
| Q1 25 | $132.8M | $113.5M | ||
| Q4 24 | $166.0M | $107.4M | ||
| Q3 24 | $136.0M | $96.2M | ||
| Q2 24 | $119.7M | $81.2M |
毛利率KIMRGLD
| Q1 26 | — | — | ||
| Q4 25 | — | 64.6% | ||
| Q3 25 | — | 73.6% | ||
| Q2 25 | — | 72.6% | ||
| Q1 25 | — | 69.4% | ||
| Q4 24 | — | 70.3% | ||
| Q3 24 | — | 66.6% | ||
| Q2 24 | — | 64.7% |
营业利润率KIMRGLD
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | 56.2% | ||
| Q3 25 | 34.9% | 64.4% | ||
| Q2 25 | 39.2% | 67.7% | ||
| Q1 25 | 33.6% | 63.6% | ||
| Q4 24 | 31.7% | 65.9% | ||
| Q3 24 | 33.7% | 61.3% | ||
| Q2 24 | 32.1% | 58.6% |
净利率KIMRGLD
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 24.9% | ||
| Q3 25 | 25.7% | 50.3% | ||
| Q2 25 | 31.0% | 63.1% | ||
| Q1 25 | 24.8% | 58.7% | ||
| Q4 24 | 31.6% | 53.0% | ||
| Q3 24 | 26.8% | 49.7% | ||
| Q2 24 | 23.9% | 46.6% |
每股收益（稀释后）KIMRGLD
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $1.04 | ||
| Q3 25 | — | $1.92 | ||
| Q2 25 | — | $2.01 | ||
| Q1 25 | — | $1.72 | ||
| Q4 24 | — | $1.63 | ||
| Q3 24 | — | $1.46 | ||
| Q2 24 | — | $1.23 |
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 | — | $233.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.4B | $7.2B |
| 总资产 | $19.6B | $9.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资KIMRGLD
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $233.7M | ||
| Q3 25 | $159.3M | $172.8M | ||
| Q2 25 | $226.6M | $248.2M | ||
| Q1 25 | $131.3M | $240.8M | ||
| Q4 24 | $688.6M | $195.5M | ||
| Q3 24 | $789.0M | $127.9M | ||
| Q2 24 | $126.4M | $74.2M |
总债务KIMRGLD
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M |
股东权益KIMRGLD
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $7.2B | ||
| Q3 25 | $10.5B | $3.4B | ||
| Q2 25 | $10.5B | $3.3B | ||
| Q1 25 | $10.6B | $3.2B | ||
| Q4 24 | $10.7B | $3.1B | ||
| Q3 24 | $10.5B | $3.0B | ||
| Q2 24 | $10.6B | $3.0B |
总资产KIMRGLD
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $9.5B | ||
| Q3 25 | $19.9B | $4.5B | ||
| Q2 25 | $19.8B | $3.6B | ||
| Q1 25 | $19.7B | $3.5B | ||
| Q4 24 | $20.3B | $3.4B | ||
| Q3 24 | $20.1B | $3.3B | ||
| Q2 24 | $19.5B | $3.3B |
负债/权益比KIMRGLD
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× |
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 | — | $241.7M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 2.58× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流KIMRGLD
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $241.7M | ||
| Q3 25 | $332.4M | $174.0M | ||
| Q2 25 | $305.4M | $152.8M | ||
| Q1 25 | $223.8M | $136.4M | ||
| Q4 24 | $239.5M | $141.1M | ||
| Q3 24 | $295.9M | $136.7M | ||
| Q2 24 | $294.1M | $113.5M |
自由现金流KIMRGLD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $205.4M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率KIMRGLD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 38.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度KIMRGLD
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率KIMRGLD
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 2.58× | ||
| Q3 25 | 2.41× | 1.37× | ||
| Q2 25 | 1.87× | 1.15× | ||
| Q1 25 | 1.69× | 1.20× | ||
| Q4 24 | 1.44× | 1.31× | ||
| Q3 24 | 2.18× | 1.42× | ||
| Q2 24 | 2.46× | 1.40× |
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
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
