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Masco（MAS）与Ventas（VTR）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是Ventas的1.2倍（$1.9B vs $1.7B），Masco净利率更高（11.9% vs 3.6%，领先8.3%），Ventas同比增速更快（22.0% vs 6.5%），过去两年Ventas的营收复合增速更高（17.5% vs -4.2%）
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
Ventas是一家领先的医疗地产投资信托企业，旗下资产涵盖养老社区、医疗办公楼、生命科学研究设施及康复医疗中心等，主要在北美、英国地区运营，为医疗服务及生命科学机构提供专业物业解决方案。
MAS vs VTR — 直观对比
营收规模更大
MAS
是对方的1.2倍
$1.7B
营收增速更快
VTR
高出15.5%
6.5%
净利率更高
MAS
高出8.3%
3.6%
两年增速更快
VTR
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.7B |
| 净利润 | $228.0M | $59.0M |
| 毛利率 | 35.8% | — |
| 营业利润率 | 16.5% | — |
| 净利率 | 11.9% | 3.6% |
| 营收同比 | 6.5% | 22.0% |
| 净利润同比 | 14.5% | 19.0% |
| 每股收益（稀释后） | — | — |
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MASVTR
| Q1 26 | $1.9B | $1.7B | ||
| Q4 25 | $1.8B | $1.6B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $2.1B | $1.2B |
净利润MASVTR
| Q1 26 | $228.0M | $59.0M | ||
| Q4 25 | $165.0M | $73.0M | ||
| Q3 25 | $189.0M | $68.7M | ||
| Q2 25 | $270.0M | $71.5M | ||
| Q1 25 | $186.0M | $48.4M | ||
| Q4 24 | $182.0M | $58.7M | ||
| Q3 24 | $167.0M | $21.0M | ||
| Q2 24 | $258.0M | $21.2M |
毛利率MASVTR
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | — | ||
| Q3 25 | 34.2% | — | ||
| Q2 25 | 37.6% | — | ||
| Q1 25 | 35.8% | — | ||
| Q4 24 | 34.8% | — | ||
| Q3 24 | 36.6% | — | ||
| Q2 24 | 37.5% | — |
营业利润率MASVTR
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 4.9% | ||
| Q3 25 | 15.8% | 3.0% | ||
| Q2 25 | 20.1% | 3.0% | ||
| Q1 25 | 15.9% | 3.0% | ||
| Q4 24 | 15.9% | -0.0% | ||
| Q3 24 | 18.0% | 1.5% | ||
| Q2 24 | 19.0% | -1.6% |
净利率MASVTR
| Q1 26 | 11.9% | 3.6% | ||
| Q4 25 | 9.2% | 4.7% | ||
| Q3 25 | 9.9% | 4.6% | ||
| Q2 25 | 13.2% | 5.0% | ||
| Q1 25 | 10.3% | 3.6% | ||
| Q4 24 | 10.0% | 4.6% | ||
| Q3 24 | 8.4% | 1.7% | ||
| Q2 24 | 12.3% | 1.8% |
每股收益（稀释后）MASVTR
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $0.15 | ||
| Q3 25 | $0.90 | $0.14 | ||
| Q2 25 | $1.28 | $0.15 | ||
| Q1 25 | $0.87 | $0.10 | ||
| Q4 24 | $0.85 | $0.13 | ||
| Q3 24 | $0.77 | $0.05 | ||
| Q2 24 | $1.17 | $0.05 |
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 | — | $183.6M |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | $27.0M | $13.2B |
| 总资产 | $5.2B | $27.7B |
| 负债/权益比越低杠杆越低 | 109.07× | — |
8季度趋势，按日历期对齐
现金及短期投资MASVTR
| Q1 26 | — | $183.6M | ||
| Q4 25 | $647.0M | $741.1M | ||
| Q3 25 | $559.0M | $188.6M | ||
| Q2 25 | $390.0M | $614.2M | ||
| Q1 25 | $377.0M | $182.3M | ||
| Q4 24 | $634.0M | $897.9M | ||
| Q3 24 | $646.0M | $1.1B | ||
| Q2 24 | $398.0M | $557.1M |
总债务MASVTR
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $13.0B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.9B | $13.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MASVTR
| Q1 26 | $27.0M | $13.2B | ||
| Q4 25 | $-185.0M | $12.5B | ||
| Q3 25 | $-78.0M | $12.4B | ||
| Q2 25 | $-84.0M | $11.5B | ||
| Q1 25 | $-254.0M | $11.5B | ||
| Q4 24 | $-279.0M | $10.8B | ||
| Q3 24 | $-88.0M | $9.8B | ||
| Q2 24 | $-26.0M | $9.6B |
总资产MASVTR
| Q1 26 | $5.2B | $27.7B | ||
| Q4 25 | $5.2B | $27.6B | ||
| Q3 25 | $5.3B | $26.9B | ||
| Q2 25 | $5.3B | $26.5B | ||
| Q1 25 | $5.1B | $26.0B | ||
| Q4 24 | $5.0B | $26.2B | ||
| Q3 24 | $5.3B | $25.3B | ||
| Q2 24 | $5.4B | $24.5B |
负债/权益比MASVTR
| Q1 26 | 109.07× | — | ||
| Q4 25 | — | 1.04× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | — | — | ||
| Q2 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
MAS
暂无分部数据
VTR
| Resident fees and services | $1.3B | 78% |
| Outpatient medical and research portfolio | $230.1M | 14% |
| Triple-net leased properties | $123.1M | 7% |
| Third-party capital management revenues | $4.4M | 0% |
