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Kimco Realty（KIM）与SCANSOURCE, INC.（SCSC）财务数据对比。点击上方公司名可切换其他公司
SCANSOURCE, INC.的季度营收约是Kimco Realty的1.4倍（$766.5M vs $558.0M），Kimco Realty净利率更高（29.8% vs 2.2%，领先27.7%），Kimco Realty同比增速更快（4.0% vs 2.5%），过去两年Kimco Realty的营收复合增速更高（5.6% vs 0.9%）
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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
KIM vs SCSC — 直观对比
营收规模更大
SCSC
是对方的1.4倍
$558.0M
营收增速更快
KIM
高出1.4%
2.5%
净利率更高
KIM
高出27.7%
2.2%
两年增速更快
KIM
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $766.5M |
| 净利润 | $166.3M | $16.5M |
| 毛利率 | — | 13.4% |
| 营业利润率 | 37.2% | 2.3% |
| 净利率 | 29.8% | 2.2% |
| 营收同比 | 4.0% | 2.5% |
| 净利润同比 | 23.7% | -3.3% |
| 每股收益（稀释后） | $0.46 | $0.75 |
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KIMSCSC
| Q1 26 | $558.0M | — | ||
| Q4 25 | $542.5M | $766.5M | ||
| Q3 25 | $535.9M | $739.6M | ||
| Q2 25 | $525.2M | $812.9M | ||
| Q1 25 | $536.6M | $704.8M | ||
| Q4 24 | $525.4M | $747.5M | ||
| Q3 24 | $507.6M | $775.6M | ||
| Q2 24 | $500.2M | $746.1M |
净利润KIMSCSC
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $16.5M | ||
| Q3 25 | $137.8M | $19.9M | ||
| Q2 25 | $163.0M | $20.1M | ||
| Q1 25 | $132.8M | $17.4M | ||
| Q4 24 | $166.0M | $17.1M | ||
| Q3 24 | $136.0M | $17.0M | ||
| Q2 24 | $119.7M | $16.1M |
毛利率KIMSCSC
| Q1 26 | — | — | ||
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 13.0% |
营业利润率KIMSCSC
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | 2.3% | ||
| Q3 25 | 34.9% | 3.5% | ||
| Q2 25 | 39.2% | 3.3% | ||
| Q1 25 | 33.6% | 3.2% | ||
| Q4 24 | 31.7% | 2.5% | ||
| Q3 24 | 33.7% | 2.3% | ||
| Q2 24 | 32.1% | 2.9% |
净利率KIMSCSC
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 2.2% | ||
| Q3 25 | 25.7% | 2.7% | ||
| Q2 25 | 31.0% | 2.5% | ||
| Q1 25 | 24.8% | 2.5% | ||
| Q4 24 | 31.6% | 2.3% | ||
| Q3 24 | 26.8% | 2.2% | ||
| Q2 24 | 23.9% | 2.2% |
每股收益（稀释后）KIMSCSC
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $0.75 | ||
| Q3 25 | — | $0.89 | ||
| Q2 25 | — | $0.87 | ||
| Q1 25 | — | $0.74 | ||
| Q4 24 | — | $0.70 | ||
| Q3 24 | — | $0.69 | ||
| Q2 24 | — | $0.66 |
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 | — | $83.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.4B | $910.9M |
| 总资产 | $19.6B | $1.7B |
| 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KIMSCSC
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $83.5M | ||
| Q3 25 | $159.3M | $124.9M | ||
| Q2 25 | $226.6M | $126.2M | ||
| Q1 25 | $131.3M | $146.3M | ||
| Q4 24 | $688.6M | $110.5M | ||
| Q3 24 | $789.0M | $145.0M | ||
| Q2 24 | $126.4M | $185.5M |
总债务KIMSCSC
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益KIMSCSC
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $910.9M | ||
| Q3 25 | $10.5B | $914.0M | ||
| Q2 25 | $10.5B | $906.4M | ||
| Q1 25 | $10.6B | $901.7M | ||
| Q4 24 | $10.7B | $900.7M | ||
| Q3 24 | $10.5B | $920.9M | ||
| Q2 24 | $10.6B | $924.3M |
总资产KIMSCSC
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $1.7B | ||
| Q3 25 | $19.9B | $1.7B | ||
| Q2 25 | $19.8B | $1.8B | ||
| Q1 25 | $19.7B | $1.7B | ||
| Q4 24 | $20.3B | $1.7B | ||
| Q3 24 | $20.1B | $1.8B | ||
| Q2 24 | $19.5B | $1.8B |
负债/权益比KIMSCSC
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $30.8M |
| 自由现金流经营现金流 - 资本支出 | — | $28.9M |
| 自由现金流率自由现金流/营收 | — | 3.8% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 现金转化率经营现金流/净利润 | — | 1.87× |
| 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KIMSCSC
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $30.8M | ||
| Q3 25 | $332.4M | $23.2M | ||
| Q2 25 | $305.4M | — | ||
| Q1 25 | $223.8M | $66.1M | ||
| Q4 24 | $239.5M | $-6.2M | ||
| Q3 24 | $295.9M | $44.8M | ||
| Q2 24 | $294.1M | — |
自由现金流KIMSCSC
| Q1 26 | — | — | ||
| Q4 25 | — | $28.9M | ||
| Q3 25 | — | $20.8M | ||
| Q2 25 | — | — | ||
| Q1 25 | $205.4M | $64.6M | ||
| Q4 24 | — | $-8.2M | ||
| Q3 24 | — | $42.5M | ||
| Q2 24 | — | — |
自由现金流率KIMSCSC
| Q1 26 | — | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | 38.3% | 9.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | — |
资本支出强度KIMSCSC
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 0.3% | ||
| Q3 25 | 0.0% | 0.3% | ||
| Q2 25 | 0.0% | 0.3% | ||
| Q1 25 | 3.4% | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.2% |
现金转化率KIMSCSC
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 1.87× | ||
| Q3 25 | 2.41× | 1.17× | ||
| Q2 25 | 1.87× | — | ||
| Q1 25 | 1.69× | 3.79× | ||
| Q4 24 | 1.44× | -0.36× | ||
| Q3 24 | 2.18× | 2.64× | ||
| Q2 24 | 2.46× | — |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
