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LTC PROPERTIES INC（LTC）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
LTC PROPERTIES INC的季度营收约是IMPINJ INC的1.1倍（$84.3M vs $74.3M），LTC PROPERTIES INC净利率更高（123.0% vs 11.2%，领先111.8%），LTC PROPERTIES INC同比增速更快（60.3% vs -0.0%），LTC PROPERTIES INC自由现金流更多（$128.7M vs $2.2M），过去两年LTC PROPERTIES INC的营收复合增速更高（28.1% vs -14.9%）
LTC Properties Inc是一家总部位于美国的房地产投资信托企业，核心业务为持有、融资及运营老年住宅与医疗相关不动产，投资组合涵盖辅助生活设施、专业护理物业、记忆照护中心及独立生活社区，服务美国养老与医疗领域运营方。
Impinj Inc.是一家美国射频识别（RFID）设备及软件提供商，成立于2000年，总部位于华盛顿州西雅图，源自加州理工学院Carver Mead与Chris Diorio的研究成果。公司主营EPC Class 1 Gen 2无源超高频RFID芯片、读写器、读写器芯片、天线，以及芯片编码、业务数据采集相关的软件应用，为各行业RFID应用提供全链路产品支持。
LTC vs PI — 直观对比
营收规模更大
LTC
是对方的1.1倍
$74.3M
营收增速更快
LTC
高出60.3%
-0.0%
净利率更高
LTC
高出111.8%
11.2%
自由现金流更多
LTC
多$126.5M
$2.2M
两年增速更快
LTC
近两年复合增速
-14.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $84.3M | $74.3M |
| 净利润 | $103.7M | $8.3M |
| 毛利率 | — | 49.1% |
| 营业利润率 | — | 30.5% |
| 净利率 | 123.0% | 11.2% |
| 营收同比 | 60.3% | -0.0% |
| 净利润同比 | 429.1% | — |
| 每股收益（稀释后） | $2.19 | $0.14 |
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LTCPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $84.3M | $92.8M | ||
| Q3 25 | $69.3M | $96.1M | ||
| Q2 25 | $60.2M | $97.9M | ||
| Q1 25 | $49.0M | $74.3M | ||
| Q4 24 | $52.6M | $91.6M | ||
| Q3 24 | $55.8M | $95.2M | ||
| Q2 24 | $50.1M | $102.5M |
净利润LTCPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | $103.7M | $-1.1M | ||
| Q3 25 | $-20.0M | $-12.8M | ||
| Q2 25 | $15.1M | $11.6M | ||
| Q1 25 | $20.7M | $-8.5M | ||
| Q4 24 | $19.6M | $-2.7M | ||
| Q3 24 | $29.4M | $221.0K | ||
| Q2 24 | $19.4M | $10.0M |
毛利率LTCPI
| Q1 26 | — | 49.1% | ||
| Q4 25 | — | 51.8% | ||
| Q3 25 | — | 50.3% | ||
| Q2 25 | — | 57.8% | ||
| Q1 25 | — | 49.4% | ||
| Q4 24 | — | 50.5% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 56.1% |
营业利润率LTCPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | — | -2.9% | ||
| Q3 25 | 71.9% | 0.7% | ||
| Q2 25 | 80.5% | 11.1% | ||
| Q1 25 | 37.8% | -12.9% | ||
| Q4 24 | — | -3.9% | ||
| Q3 24 | 95.5% | -0.8% | ||
| Q2 24 | 38.0% | 8.8% |
净利率LTCPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | 123.0% | -1.2% | ||
| Q3 25 | -28.9% | -13.3% | ||
| Q2 25 | 25.1% | 11.8% | ||
| Q1 25 | 42.2% | -11.4% | ||
| Q4 24 | 37.3% | -2.9% | ||
| Q3 24 | 52.6% | 0.2% | ||
| Q2 24 | 38.6% | 9.7% |
每股收益（稀释后）LTCPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $2.19 | $-0.02 | ||
| Q3 25 | $-0.44 | $-0.44 | ||
| Q2 25 | $0.32 | $0.39 | ||
| Q1 25 | $0.45 | $-0.30 | ||
| Q4 24 | $0.38 | $-0.06 | ||
| Q3 24 | $0.66 | $0.01 | ||
| Q2 24 | $0.44 | $0.34 |
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 | $14.4M | $131.8M |
| 总债务越低越好 | $842.2M | $241.5M |
| 股东权益账面价值 | $1.1B | — |
| 总资产 | $2.1B | $502.5M |
| 负债/权益比越低杠杆越低 | 0.78× | — |
8季度趋势，按日历期对齐
现金及短期投资LTCPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $14.4M | $175.3M | ||
| Q3 25 | $17.9M | $190.1M | ||
| Q2 25 | $7.6M | $193.2M | ||
| Q1 25 | $23.3M | $147.9M | ||
| Q4 24 | $9.4M | $164.7M | ||
| Q3 24 | $35.0M | $170.3M | ||
| Q2 24 | $6.2M | $220.2M |
总债务LTCPI
| Q1 26 | — | $241.5M | ||
| Q4 25 | $842.2M | $280.9M | ||
| Q3 25 | $944.5M | $280.4M | ||
| Q2 25 | $696.5M | — | ||
| Q1 25 | $682.2M | — | ||
| Q4 24 | $684.6M | $283.5M | ||
| Q3 24 | $785.3M | — | ||
| Q2 24 | $861.0M | — |
股东权益LTCPI
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $209.2M | ||
| Q3 25 | $957.9M | $195.0M | ||
| Q2 25 | $957.5M | $187.7M | ||
| Q1 25 | $961.9M | $160.6M | ||
| Q4 24 | $960.6M | $149.9M | ||
| Q3 24 | $947.8M | $136.1M | ||
| Q2 24 | $889.1M | $117.0M |
总资产LTCPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $2.1B | $545.2M | ||
| Q3 25 | $2.0B | $516.5M | ||
| Q2 25 | $1.8B | $508.8M | ||
| Q1 25 | $1.8B | $479.8M | ||
| Q4 24 | $1.8B | $489.1M | ||
| Q3 24 | $1.9B | $476.4M | ||
| Q2 24 | $1.9B | $446.1M |
负债/权益比LTCPI
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 1.34× | ||
| Q3 25 | 0.99× | 1.44× | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 0.71× | 1.89× | ||
| Q3 24 | 0.83× | — | ||
| Q2 24 | 0.97× | — |
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 | $136.0M | — |
| 自由现金流经营现金流 - 资本支出 | $128.7M | $2.2M |
| 自由现金流率自由现金流/营收 | 152.7% | 3.0% |
| 资本支出强度资本支出/营收 | 8.6% | — |
| 现金转化率经营现金流/净利润 | 1.31× | — |
| 过去12个月自由现金流最近4个季度 | $220.1M | $61.1M |
8季度趋势，按日历期对齐
经营现金流LTCPI
| Q1 26 | — | — | ||
| Q4 25 | $136.0M | $15.1M | ||
| Q3 25 | $38.4M | $20.9M | ||
| Q2 25 | $30.0M | $33.9M | ||
| Q1 25 | $29.6M | $-11.1M | ||
| Q4 24 | $125.9M | $12.6M | ||
| Q3 24 | $34.0M | $10.1M | ||
| Q2 24 | $37.0M | $45.5M |
自由现金流LTCPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $128.7M | $13.6M | ||
| Q3 25 | $34.3M | $18.0M | ||
| Q2 25 | $28.9M | $27.3M | ||
| Q1 25 | $28.2M | $-13.0M | ||
| Q4 24 | $112.2M | $8.5M | ||
| Q3 24 | $27.7M | $4.7M | ||
| Q2 24 | $34.7M | $44.1M |
自由现金流率LTCPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 152.7% | 14.7% | ||
| Q3 25 | 49.4% | 18.7% | ||
| Q2 25 | 47.9% | 27.9% | ||
| Q1 25 | 57.6% | -17.5% | ||
| Q4 24 | 213.4% | 9.3% | ||
| Q3 24 | 49.7% | 4.9% | ||
| Q2 24 | 69.1% | 43.0% |
资本支出强度LTCPI
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | 1.6% | ||
| Q3 25 | 6.0% | 3.1% | ||
| Q2 25 | 1.9% | 6.7% | ||
| Q1 25 | 2.7% | 2.5% | ||
| Q4 24 | 26.0% | 4.5% | ||
| Q3 24 | 11.2% | 5.7% | ||
| Q2 24 | 4.6% | 1.3% |
现金转化率LTCPI
| Q1 26 | — | — | ||
| Q4 25 | 1.31× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.99× | 2.93× | ||
| Q1 25 | 1.43× | — | ||
| Q4 24 | 6.43× | — | ||
| Q3 24 | 1.16× | 45.56× | ||
| Q2 24 | 1.91× | 4.56× |
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
LTC
| Seniors Housing Operating Portfolio Segment | $72.1M | 86% |
| Other | $12.2M | 14% |
PI
暂无分部数据
