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KKR Real Estate Finance Trust Inc.（KREF）与Laird Superfood, Inc.（LSF）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Laird Superfood, Inc.的1.9倍（$25.8M vs $13.3M），Laird Superfood, Inc.净利率更高（-13.2% vs -101.7%，领先88.6%），Laird Superfood, Inc.同比增速更快（15.0% vs -26.6%），过去两年Laird Superfood, Inc.的营收复合增速更高（16.1% 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。
Laird Superfood是一家主营植物基功能性超级食品的企业，产品涵盖精品咖啡奶精、补水混合饮品、营养补充剂、植物能量零食等，面向健康意识较强的消费群体，主要在北美市场通过电商及线下零售渠道销售，主打可持续采购的清洁配方。
KREF vs LSF — 直观对比
营收规模更大
KREF
是对方的1.9倍
$13.3M
营收增速更快
LSF
高出41.6%
-26.6%
净利率更高
LSF
高出88.6%
-101.7%
两年增速更快
LSF
近两年复合增速
-18.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $25.8M | $13.3M |
| 净利润 | $-26.2M | $-1.8M |
| 毛利率 | — | 34.1% |
| 营业利润率 | -105.1% | -13.5% |
| 净利率 | -101.7% | -13.2% |
| 营收同比 | -26.6% | 15.0% |
| 净利润同比 | -229.6% | -341.4% |
| 每股收益（稀释后） | $-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KREFLSF
| Q4 25 | $25.8M | $13.3M | ||
| Q3 25 | $25.3M | $12.9M | ||
| Q2 25 | $30.2M | $12.0M | ||
| Q1 25 | $31.3M | $11.7M | ||
| Q4 24 | $35.1M | $11.6M | ||
| Q3 24 | $37.0M | $11.8M | ||
| Q2 24 | $40.4M | $10.0M | ||
| Q1 24 | $39.1M | $9.9M |
净利润KREFLSF
| Q4 25 | $-26.2M | $-1.8M | ||
| Q3 25 | $13.8M | $-975.1K | ||
| Q2 25 | $-29.7M | $-362.2K | ||
| Q1 25 | $-4.9M | $-156.2K | ||
| Q4 24 | $20.3M | $-398.4K | ||
| Q3 24 | $-7.4M | $-166.1K | ||
| Q2 24 | $25.8M | $-239.1K | ||
| Q1 24 | $-3.1M | $-1.0M |
毛利率KREFLSF
| Q4 25 | — | 34.1% | ||
| Q3 25 | — | 36.5% | ||
| Q2 25 | — | 39.9% | ||
| Q1 25 | — | 41.9% | ||
| Q4 24 | — | 38.6% | ||
| Q3 24 | — | 43.0% | ||
| Q2 24 | — | 41.8% | ||
| Q1 24 | — | 40.0% |
营业利润率KREFLSF
| Q4 25 | -105.1% | -13.5% | ||
| Q3 25 | 50.4% | -7.7% | ||
| Q2 25 | -101.3% | -3.3% | ||
| Q1 25 | -18.3% | -1.9% | ||
| Q4 24 | 55.8% | -4.1% | ||
| Q3 24 | -19.6% | -2.3% | ||
| Q2 24 | 63.3% | -3.4% | ||
| Q1 24 | -8.7% | -11.0% |
净利率KREFLSF
| Q4 25 | -101.7% | -13.2% | ||
| Q3 25 | 54.4% | -7.6% | ||
| Q2 25 | -98.5% | -3.0% | ||
| Q1 25 | -15.5% | -1.3% | ||
| Q4 24 | 57.7% | -3.4% | ||
| Q3 24 | -20.0% | -1.4% | ||
| Q2 24 | 63.9% | -2.4% | ||
| Q1 24 | -7.9% | -10.3% |
每股收益（稀释后）KREFLSF
| Q4 25 | $-0.49 | — | ||
| Q3 25 | $0.12 | — | ||
| Q2 25 | $-0.53 | — | ||
| Q1 25 | $-0.15 | — | ||
| Q4 24 | $0.22 | — | ||
| Q3 24 | $-0.19 | — | ||
| Q2 24 | $0.29 | — | ||
| Q1 24 | $-0.13 | — |
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 | $5.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $11.5M |
| 总资产 | $6.5B | $19.2M |
| 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KREFLSF
| Q4 25 | $84.6M | $5.1M | ||
| Q3 25 | $204.1M | $5.1M | ||
| Q2 25 | $107.7M | $3.9M | ||
| Q1 25 | $106.4M | $7.0M | ||
| Q4 24 | $104.9M | $8.3M | ||
| Q3 24 | $108.8M | $7.9M | ||
| Q2 24 | $107.2M | $7.6M | ||
| Q1 24 | $106.5M | $7.1M |
股东权益KREFLSF
| Q4 25 | $1.2B | $11.5M | ||
| Q3 25 | $1.2B | $12.8M | ||
| Q2 25 | $1.2B | $13.4M | ||
| Q1 25 | $1.3B | $13.3M | ||
| Q4 24 | $1.3B | $13.2M | ||
| Q3 24 | $1.4B | $13.1M | ||
| Q2 24 | $1.4B | $12.6M | ||
| Q1 24 | $1.4B | $12.7M |
总资产KREFLSF
| Q4 25 | $6.5B | $19.2M | ||
| Q3 25 | $6.5B | $18.9M | ||
| Q2 25 | $6.8B | $20.4M | ||
| Q1 25 | $6.6B | $21.5M | ||
| Q4 24 | $6.4B | $19.3M | ||
| Q3 24 | $6.8B | $18.8M | ||
| Q2 24 | $7.1B | $18.0M | ||
| Q1 24 | $7.3B | $17.6M |
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 | $68.4K |
| 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KREFLSF
| Q4 25 | $72.3M | $68.4K | ||
| Q3 25 | $18.5M | $1.2M | ||
| Q2 25 | $21.1M | $-2.8M | ||
| Q1 25 | $15.9M | $-1.3M | ||
| Q4 24 | $132.6M | $339.2K | ||
| Q3 24 | $49.1M | $305.8K | ||
| Q2 24 | $30.6M | $642.7K | ||
| Q1 24 | $34.5M | $-422.3K |
现金转化率KREFLSF
| Q4 25 | — | — | ||
| Q3 25 | 1.34× | — | ||
| Q2 25 | — | — | ||
| 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
LSF
| Wholesale | $7.0M | 52% |
| Coffee Tea And Hot Chocolate Products | $4.4M | 33% |
| Hydration And Beverage Enhancing Supplements | $1.6M | 12% |
| Other | $352.6K | 3% |
