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KKR Real Estate Finance Trust Inc.（KREF）与La Rosa Holdings Corp.（LRHC）财务数据对比。点击上方公司名可切换其他公司
KKR Real Estate Finance Trust Inc.的季度营收约是La Rosa Holdings Corp.的1.3倍（$25.8M vs $20.2M），La Rosa Holdings Corp.净利率更高（-27.4% vs -101.7%，领先74.4%），La Rosa Holdings Corp.同比增速更快（3.2% vs -26.6%），过去两年La Rosa Holdings Corp.的营收复合增速更高（72.5% vs -18.8%）
KKR房地产金融信托公司是全球投资机构KKR旗下的专业房地产金融平台，主要发起、收购并管理优先担保商业地产贷款组合，抵押物多为美国各地的优质机构级商业地产，通过贷款利息收入为投资者提供稳定的经风险调整后的回报。
拉罗萨控股旗下的万拉罗萨父子通心粉公司由西西里移民文森佐·拉罗萨于1914年创立，发展至今已成为美国规模领先的区域知名食品品牌，可生产四十余种意面产品，在当地市场拥有较高的认可度。
KREF vs LRHC — 直观对比
营收规模更大
KREF
是对方的1.3倍
$20.2M
营收增速更快
LRHC
高出29.8%
-26.6%
净利率更高
LRHC
高出74.4%
-101.7%
两年增速更快
LRHC
近两年复合增速
-18.8%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $25.8M | $20.2M |
| 净利润 | $-26.2M | $-5.5M |
| 毛利率 | — | 8.4% |
| 营业利润率 | -105.1% | -24.7% |
| 净利率 | -101.7% | -27.4% |
| 营收同比 | -26.6% | 3.2% |
| 净利润同比 | -229.6% | -125.7% |
| 每股收益（稀释后） | $-0.49 | $-5.44 |
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KREFLRHC
| Q4 25 | $25.8M | — | ||
| Q3 25 | $25.3M | $20.2M | ||
| Q2 25 | $30.2M | $23.2M | ||
| Q1 25 | $31.3M | $17.5M | ||
| Q4 24 | $35.1M | $17.7M | ||
| Q3 24 | $37.0M | $19.6M | ||
| Q2 24 | $40.4M | $19.1M | ||
| Q1 24 | $39.1M | $13.1M |
净利润KREFLRHC
| Q4 25 | $-26.2M | — | ||
| Q3 25 | $13.8M | $-5.5M | ||
| Q2 25 | $-29.7M | $78.4M | ||
| Q1 25 | $-4.9M | $-95.7M | ||
| Q4 24 | $20.3M | $-5.1M | ||
| Q3 24 | $-7.4M | $-2.5M | ||
| Q2 24 | $25.8M | $-2.3M | ||
| Q1 24 | $-3.1M | $-4.6M |
毛利率KREFLRHC
| Q4 25 | — | — | ||
| Q3 25 | — | 8.4% | ||
| Q2 25 | — | 8.0% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | — | 8.3% | ||
| Q2 24 | — | 8.3% | ||
| Q1 24 | — | 8.9% |
营业利润率KREFLRHC
| Q4 25 | -105.1% | — | ||
| Q3 25 | 50.4% | -24.7% | ||
| Q2 25 | -101.3% | -10.6% | ||
| Q1 25 | -18.3% | -26.7% | ||
| Q4 24 | 55.8% | -17.1% | ||
| Q3 24 | -19.6% | -8.9% | ||
| Q2 24 | 63.3% | -9.7% | ||
| Q1 24 | -8.7% | -35.0% |
净利率KREFLRHC
| Q4 25 | -101.7% | — | ||
| Q3 25 | 54.4% | -27.4% | ||
| Q2 25 | -98.5% | 337.8% | ||
| Q1 25 | -15.5% | -546.5% | ||
| Q4 24 | 57.7% | -28.7% | ||
| Q3 24 | -20.0% | -12.5% | ||
| Q2 24 | 63.9% | -12.2% | ||
| Q1 24 | -7.9% | -35.1% |
每股收益（稀释后）KREFLRHC
| Q4 25 | $-0.49 | — | ||
| Q3 25 | $0.12 | $-5.44 | ||
| Q2 25 | $-0.53 | $15.25 | ||
| Q1 25 | $-0.15 | $-5.86 | ||
| Q4 24 | $0.22 | $28.54 | ||
| Q3 24 | $-0.19 | $-16.49 | ||
| Q2 24 | $0.29 | $-12.49 | ||
| Q1 24 | $-0.13 | $-0.35 |
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 | $84.6M | $4.0M |
| 总债务越低越好 | — | $642.8K |
| 股东权益账面价值 | $1.2B | $1.6M |
| 总资产 | $6.5B | $21.7M |
| 负债/权益比越低杠杆越低 | — | 0.41× |
8季度趋势，按日历期对齐
现金及短期投资KREFLRHC
| Q4 25 | $84.6M | — | ||
| Q3 25 | $204.1M | $4.0M | ||
| Q2 25 | $107.7M | $5.1M | ||
| Q1 25 | $106.4M | $2.9M | ||
| Q4 24 | $104.9M | $1.4M | ||
| Q3 24 | $108.8M | $1.8M | ||
| Q2 24 | $107.2M | $1.6M | ||
| Q1 24 | $106.5M | $1.1M |
总债务KREFLRHC
| Q4 25 | — | — | ||
| Q3 25 | — | $642.8K | ||
| Q2 25 | — | $644.3K | ||
| Q1 25 | — | $645.9K | ||
| Q4 24 | — | $647.6K | ||
| Q3 24 | — | $649.2K | ||
| Q2 24 | — | $650.8K | ||
| Q1 24 | — | $652.4K |
股东权益KREFLRHC
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | $1.6M | ||
| Q2 25 | $1.2B | $3.4M | ||
| Q1 25 | $1.3B | $-87.5M | ||
| Q4 24 | $1.3B | $2.6M | ||
| Q3 24 | $1.4B | $5.0M | ||
| Q2 24 | $1.4B | $4.7M | ||
| Q1 24 | $1.4B | $5.6M |
总资产KREFLRHC
| Q4 25 | $6.5B | — | ||
| Q3 25 | $6.5B | $21.7M | ||
| Q2 25 | $6.8B | $22.9M | ||
| Q1 25 | $6.6B | $21.0M | ||
| Q4 24 | $6.4B | $19.4M | ||
| Q3 24 | $6.8B | $19.7M | ||
| Q2 24 | $7.1B | $18.7M | ||
| Q1 24 | $7.3B | $16.3M |
负债/权益比KREFLRHC
| Q4 25 | — | — | ||
| Q3 25 | — | 0.41× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.25× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.12× |
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 | $72.3M | $-1.3M |
| 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 | — | — |
| 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KREFLRHC
| Q4 25 | $72.3M | — | ||
| Q3 25 | $18.5M | $-1.3M | ||
| Q2 25 | $21.1M | $-1.4M | ||
| Q1 25 | $15.9M | $-3.5M | ||
| Q4 24 | $132.6M | $-1.1M | ||
| Q3 24 | $49.1M | $-591.6K | ||
| Q2 24 | $30.6M | $-803.1K | ||
| Q1 24 | $34.5M | $-538.3K |
现金转化率KREFLRHC
| Q4 25 | — | — | ||
| Q3 25 | 1.34× | — | ||
| Q2 25 | — | -0.02× | ||
| Q1 25 | — | — | ||
| Q4 24 | 6.54× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.19× | — | ||
| Q1 24 | — | — |
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
KREF
暂无分部数据
LRHC
| Real Estate Residential Brokerage Services | $16.8M | 83% |
| Transferred Over Time | $3.5M | 17% |
