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林德（LIN）与NexPoint Real Estate Finance, Inc.（NREF）财务数据对比。点击上方公司名可切换其他公司
NexPoint Real Estate Finance, Inc.的季度营收约是林德的1.3倍（$11.1M vs $8.8M），林德同比增速更快（8.2% vs -48.8%）
林德是全球知名跨国化工企业，按市场份额及营收计为全球最大工业气体供应商。公司1879年由德国科学家、工程师卡尔·冯·林德在德国威斯巴登创立，现总部位于英国沃金，在爱尔兰注册，2018年由原林德股份公司与1907年在美国成立的普莱克斯合并组建。
NexPoint Real Estate Finance, Inc.是一家总部位于美国的商业地产金融企业，主要为多户住宅、写字楼、工业及酒店物业提供结构化融资方案，运营并管理抵押贷款及其他地产相关投资组合，为利益相关方提供经风险调整的稳定回报。
LIN vs NREF — 直观对比
营收规模更大
NREF
是对方的1.3倍
$8.8M
营收增速更快
LIN
高出57.1%
-48.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $8.8M | $11.1M |
| 净利润 | — | $24.0M |
| 毛利率 | 48.5% | — |
| 营业利润率 | 27.8% | — |
| 净利率 | — | 216.6% |
| 营收同比 | 8.2% | -48.8% |
| 净利润同比 | — | 58.7% |
| 每股收益（稀释后） | $3.98 | $0.47 |
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LINNREF
| Q1 26 | $8.8M | — | ||
| Q4 25 | $8.8B | $11.1M | ||
| Q3 25 | $8.6B | $12.5M | ||
| Q2 25 | $8.5B | $12.1M | ||
| Q1 25 | $8.1B | $11.5M | ||
| Q4 24 | $8.3B | $21.7M | ||
| Q3 24 | $8.4B | $12.5M | ||
| Q2 24 | $8.3B | $6.7M |
净利润LINNREF
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $24.0M | ||
| Q3 25 | $1.9B | $50.9M | ||
| Q2 25 | $1.8B | $22.3M | ||
| Q1 25 | $1.7B | $26.0M | ||
| Q4 24 | $1.7B | $15.2M | ||
| Q3 24 | $1.6B | $23.3M | ||
| Q2 24 | $1.7B | $12.1M |
毛利率LINNREF
| Q1 26 | 48.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率LINNREF
| Q1 26 | 27.8% | — | ||
| Q4 25 | 23.0% | — | ||
| Q3 25 | 27.5% | — | ||
| Q2 25 | 27.7% | — | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 27.4% | — | ||
| Q3 24 | 25.0% | — | ||
| Q2 24 | 26.4% | — |
净利率LINNREF
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 216.6% | ||
| Q3 25 | 22.4% | 407.0% | ||
| Q2 25 | 20.8% | 184.5% | ||
| Q1 25 | 20.6% | 225.6% | ||
| Q4 24 | 20.8% | 69.9% | ||
| Q3 24 | 18.5% | 186.4% | ||
| Q2 24 | 20.1% | 179.7% |
每股收益（稀释后）LINNREF
| Q1 26 | $3.98 | — | ||
| Q4 25 | $3.28 | $0.47 | ||
| Q3 25 | $4.09 | $1.14 | ||
| Q2 25 | $3.73 | $0.54 | ||
| Q1 25 | $3.51 | $0.70 | ||
| Q4 24 | $3.61 | $0.71 | ||
| Q3 24 | $3.22 | $0.74 | ||
| Q2 24 | $3.44 | $0.40 |
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 | $4.0M | $31.1M |
| 总债务越低越好 | $24.7M | $771.2M |
| 股东权益账面价值 | $40.1M | $388.0M |
| 总资产 | $86.3M | $5.3B |
| 负债/权益比越低杠杆越低 | 0.62× | 1.99× |
8季度趋势，按日历期对齐
现金及短期投资LINNREF
| Q1 26 | $4.0M | — | ||
| Q4 25 | $5.1B | $31.1M | ||
| Q3 25 | $4.5B | $17.9M | ||
| Q2 25 | $4.8B | $9.1M | ||
| Q1 25 | $5.3B | $19.2M | ||
| Q4 24 | $4.8B | $3.9M | ||
| Q3 24 | $5.2B | $34.7M | ||
| Q2 24 | $4.6B | $4.3M |
总债务LINNREF
| Q1 26 | $24.7M | — | ||
| Q4 25 | $20.7B | $771.2M | ||
| Q3 25 | $18.6B | $720.9M | ||
| Q2 25 | $19.7B | $815.6M | ||
| Q1 25 | $17.6B | $831.5M | ||
| Q4 24 | $15.3B | $799.3M | ||
| Q3 24 | $17.5B | $815.5M | ||
| Q2 24 | $16.9B | $861.0M |
股东权益LINNREF
| Q1 26 | $40.1M | — | ||
| Q4 25 | $38.2B | $388.0M | ||
| Q3 25 | $38.6B | $375.4M | ||
| Q2 25 | $38.5B | $348.2M | ||
| Q1 25 | $38.0B | $343.7M | ||
| Q4 24 | $38.1B | $336.5M | ||
| Q3 24 | $39.2B | $335.8M | ||
| Q2 24 | $38.2B | $327.5M |
总资产LINNREF
| Q1 26 | $86.3M | — | ||
| Q4 25 | $86.8B | $5.3B | ||
| Q3 25 | $86.0B | $5.3B | ||
| Q2 25 | $86.1B | $5.4B | ||
| Q1 25 | $82.7B | $5.4B | ||
| Q4 24 | $80.1B | $5.4B | ||
| Q3 24 | $82.5B | $5.7B | ||
| Q2 24 | $80.2B | $6.6B |
负债/权益比LINNREF
| Q1 26 | 0.62× | — | ||
| Q4 25 | 0.54× | 1.99× | ||
| Q3 25 | 0.48× | 1.92× | ||
| Q2 25 | 0.51× | 2.34× | ||
| Q1 25 | 0.46× | 2.42× | ||
| Q4 24 | 0.40× | 2.38× | ||
| Q3 24 | 0.45× | 2.43× | ||
| Q2 24 | 0.44× | 2.63× |
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 | — | $-4.5M |
| 自由现金流经营现金流 - 资本支出 | $898.0K | — |
| 自由现金流率自由现金流/营收 | 10.2% | — |
| 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 | — | -0.19× |
| 过去12个月自由现金流最近4个季度 | $4.2B | — |
8季度趋势，按日历期对齐
经营现金流LINNREF
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $-4.5M | ||
| Q3 25 | $2.9B | $8.1M | ||
| Q2 25 | $2.2B | $3.3M | ||
| Q1 25 | $2.2B | $16.0M | ||
| Q4 24 | $2.8B | $4.4M | ||
| Q3 24 | $2.7B | $14.7M | ||
| Q2 24 | $1.9B | $-7.5M |
自由现金流LINNREF
| Q1 26 | $898.0K | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $954.0M | — | ||
| Q1 25 | $891.0M | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $796.0M | — |
自由现金流率LINNREF
| Q1 26 | 10.2% | — | ||
| Q4 25 | 17.9% | — | ||
| Q3 25 | 19.4% | — | ||
| Q2 25 | 11.2% | — | ||
| Q1 25 | 11.0% | — | ||
| Q4 24 | 18.8% | — | ||
| Q3 24 | 19.9% | — | ||
| Q2 24 | 9.6% | — |
资本支出强度LINNREF
| Q1 26 | — | — | ||
| Q4 25 | 16.6% | — | ||
| Q3 25 | 14.8% | — | ||
| Q2 25 | 14.8% | — | ||
| Q1 25 | 15.7% | — | ||
| Q4 24 | 15.1% | — | ||
| Q3 24 | 12.8% | — | ||
| Q2 24 | 13.7% | — |
现金转化率LINNREF
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | -0.19× | ||
| Q3 25 | 1.53× | 0.16× | ||
| Q2 25 | 1.25× | 0.15× | ||
| Q1 25 | 1.29× | 0.62× | ||
| Q4 24 | 1.63× | 0.29× | ||
| Q3 24 | 1.76× | 0.63× | ||
| Q2 24 | 1.16× | -0.62× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
