vs
Kimco Realty（KIM）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是Kimco Realty的1.1倍（$622.0M vs $558.0M），Royalty Pharma plc净利率更高（34.4% vs 29.8%，领先4.6%），Royalty Pharma plc同比增速更快（4.8% vs 4.0%），过去两年Kimco Realty的营收复合增速更高（5.6% vs 4.6%）
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
KIM vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.1倍
$558.0M
营收增速更快
RPRX
高出0.8%
4.0%
净利率更高
RPRX
高出4.6%
29.8%
两年增速更快
KIM
近两年复合增速
4.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $622.0M |
| 净利润 | $166.3M | $214.2M |
| 毛利率 | — | — |
| 营业利润率 | 37.2% | 62.4% |
| 净利率 | 29.8% | 34.4% |
| 营收同比 | 4.0% | 4.8% |
| 净利润同比 | 23.7% | 2.9% |
| 每股收益（稀释后） | $0.46 | $0.49 |
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KIMRPRX
| Q1 26 | $558.0M | — | ||
| Q4 25 | $542.5M | $622.0M | ||
| Q3 25 | $535.9M | $609.3M | ||
| Q2 25 | $525.2M | $578.7M | ||
| Q1 25 | $536.6M | $568.2M | ||
| Q4 24 | $525.4M | $593.6M | ||
| Q3 24 | $507.6M | $564.7M | ||
| Q2 24 | $500.2M | $537.3M |
净利润KIMRPRX
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $214.2M | ||
| Q3 25 | $137.8M | $288.2M | ||
| Q2 25 | $163.0M | $30.2M | ||
| Q1 25 | $132.8M | $238.3M | ||
| Q4 24 | $166.0M | $208.2M | ||
| Q3 24 | $136.0M | $544.0M | ||
| Q2 24 | $119.7M | $102.0M |
营业利润率KIMRPRX
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | 62.4% | ||
| Q3 25 | 34.9% | 70.1% | ||
| Q2 25 | 39.2% | 36.3% | ||
| Q1 25 | 33.6% | 94.0% | ||
| Q4 24 | 31.7% | 60.9% | ||
| Q3 24 | 33.7% | — | ||
| Q2 24 | 32.1% | 50.2% |
净利率KIMRPRX
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 34.4% | ||
| Q3 25 | 25.7% | 47.3% | ||
| Q2 25 | 31.0% | 5.2% | ||
| Q1 25 | 24.8% | 41.9% | ||
| Q4 24 | 31.6% | 35.1% | ||
| Q3 24 | 26.8% | 96.3% | ||
| Q2 24 | 23.9% | 19.0% |
每股收益（稀释后）KIMRPRX
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $0.49 | ||
| Q3 25 | — | $0.67 | ||
| Q2 25 | — | $0.07 | ||
| Q1 25 | — | $0.55 | ||
| Q4 24 | — | $0.46 | ||
| Q3 24 | — | $1.21 | ||
| Q2 24 | — | $0.23 |
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 | — | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $10.4B | $9.7B |
| 总资产 | $19.6B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资KIMRPRX
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $618.7M | ||
| Q3 25 | $159.3M | $938.9M | ||
| Q2 25 | $226.6M | $631.9M | ||
| Q1 25 | $131.3M | $1.1B | ||
| Q4 24 | $688.6M | $929.0M | ||
| Q3 24 | $789.0M | $950.1M | ||
| Q2 24 | $126.4M | $1.8B |
总债务KIMRPRX
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | $8.0B | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B |
股东权益KIMRPRX
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $9.7B | ||
| Q3 25 | $10.5B | $9.6B | ||
| Q2 25 | $10.5B | $9.5B | ||
| Q1 25 | $10.6B | $9.8B | ||
| Q4 24 | $10.7B | $10.3B | ||
| Q3 24 | $10.5B | $10.3B | ||
| Q2 24 | $10.6B | $9.8B |
总资产KIMRPRX
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $19.6B | ||
| Q3 25 | $19.9B | $19.3B | ||
| Q2 25 | $19.8B | $18.3B | ||
| Q1 25 | $19.7B | $17.6B | ||
| Q4 24 | $20.3B | $18.2B | ||
| Q3 24 | $20.1B | $18.0B | ||
| Q2 24 | $19.5B | $17.7B |
负债/权益比KIMRPRX
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | 0.75× | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× |
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 | — | $827.1M |
| 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 | — | 3.86× |
| 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KIMRPRX
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $827.1M | ||
| Q3 25 | $332.4M | $702.6M | ||
| Q2 25 | $305.4M | $364.0M | ||
| Q1 25 | $223.8M | $596.1M | ||
| Q4 24 | $239.5M | $742.5M | ||
| Q3 24 | $295.9M | $703.6M | ||
| Q2 24 | $294.1M | $658.2M |
自由现金流KIMRPRX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $205.4M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率KIMRPRX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 38.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度KIMRPRX
| 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KIMRPRX
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 3.86× | ||
| Q3 25 | 2.41× | 2.44× | ||
| Q2 25 | 1.87× | 12.06× | ||
| Q1 25 | 1.69× | 2.50× | ||
| Q4 24 | 1.44× | 3.57× | ||
| Q3 24 | 2.18× | 1.29× | ||
| Q2 24 | 2.46× | 6.45× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
