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MEDICAL PROPERTIES TRUST INC（MPW）与Penguin Solutions, Inc.（PENG）财务数据对比。点击上方公司名可切换其他公司
Penguin Solutions, Inc.的季度营收约是MEDICAL PROPERTIES TRUST INC的1.3倍（$343.1M vs $270.3M），MEDICAL PROPERTIES TRUST INC净利率更高（6.5% vs 1.5%，领先5.0%），MEDICAL PROPERTIES TRUST INC同比增速更快（16.6% vs 0.6%），过去两年Penguin Solutions, Inc.的营收复合增速更高（11.8% vs -0.2%）
Medical Properties Trust, Inc.（MPT）是一家总部位于美国阿拉巴马州伯明翰的跨国房地产投资信托基金（REIT），主要在美欧地区收购、投资医疗保健设施与营利性医疗控股公司，资产收购多采用售后回租模式，原业主出售资产后成为其租户，租户通常需签署长期三净租赁协议。
企鹅解决方案公司旗下的兰波集团以拉姆齐解决方案品牌开展业务，是一家美国企业，业务涵盖个人理财、领导力发展、人际关系管理与职业发展相关产品与服务。该公司由戴夫·拉姆齐与妻子莎伦于1991年创立，总部位于田纳西州富兰克林。
MPW vs PENG — 直观对比
营收规模更大
PENG
是对方的1.3倍
$270.3M
营收增速更快
MPW
高出16.0%
0.6%
净利率更高
MPW
高出5.0%
1.5%
两年增速更快
PENG
近两年复合增速
-0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.3M | $343.1M |
| 净利润 | $17.6M | $5.3M |
| 毛利率 | 95.8% | 28.0% |
| 营业利润率 | 9.7% | 5.7% |
| 净利率 | 6.5% | 1.5% |
| 营收同比 | 16.6% | 0.6% |
| 净利润同比 | 104.3% | 1.0% |
| 每股收益（稀释后） | $0.03 | $0.04 |
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MPWPENG
| Q4 25 | $270.3M | $343.1M | ||
| Q3 25 | $237.5M | $337.9M | ||
| Q2 25 | $240.4M | $324.3M | ||
| Q1 25 | $223.8M | $365.5M | ||
| Q4 24 | $231.8M | $341.1M | ||
| Q3 24 | $225.8M | $284.8M | ||
| Q2 24 | $266.6M | $300.6M | ||
| Q1 24 | $271.3M | — |
净利润MPWPENG
| Q4 25 | $17.6M | $5.3M | ||
| Q3 25 | $-77.7M | $9.4M | ||
| Q2 25 | $-98.4M | $2.7M | ||
| Q1 25 | $-118.3M | $8.1M | ||
| Q4 24 | $-412.3M | $5.2M | ||
| Q3 24 | $-801.2M | — | ||
| Q2 24 | $-320.6M | $5.6M | ||
| Q1 24 | $-875.6M | — |
毛利率MPWPENG
| Q4 25 | 95.8% | 28.0% | ||
| Q3 25 | — | 28.6% | ||
| Q2 25 | 91.8% | 29.3% | ||
| Q1 25 | 63.6% | 28.6% | ||
| Q4 24 | 90.9% | 28.7% | ||
| Q3 24 | 96.5% | 28.8% | ||
| Q2 24 | 98.4% | 29.6% | ||
| Q1 24 | 84.9% | — |
营业利润率MPWPENG
| Q4 25 | 9.7% | 5.7% | ||
| Q3 25 | -28.0% | 3.7% | ||
| Q2 25 | -36.7% | 3.0% | ||
| Q1 25 | -48.5% | 5.1% | ||
| Q4 24 | -173.7% | 5.1% | ||
| Q3 24 | -350.7% | -1.2% | ||
| Q2 24 | -114.5% | 3.8% | ||
| Q1 24 | -318.6% | — |
净利率MPWPENG
| Q4 25 | 6.5% | 1.5% | ||
| Q3 25 | -32.7% | 2.8% | ||
| Q2 25 | -40.9% | 0.8% | ||
| Q1 25 | -52.8% | 2.2% | ||
| Q4 24 | -177.8% | 1.5% | ||
| Q3 24 | -354.8% | — | ||
| Q2 24 | -120.3% | 1.9% | ||
| Q1 24 | -322.7% | — |
每股收益（稀释后）MPWPENG
| Q4 25 | $0.03 | $0.04 | ||
| Q3 25 | $-0.13 | $0.10 | ||
| Q2 25 | $-0.16 | $-0.01 | ||
| Q1 25 | $-0.20 | $0.09 | ||
| Q4 24 | $-0.68 | $0.10 | ||
| Q3 24 | $-1.34 | — | ||
| Q2 24 | $-0.54 | $0.10 | ||
| Q1 24 | $-1.46 | — |
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 | $540.9M | $461.5M |
| 总债务越低越好 | $9.7B | $462.3M |
| 股东权益账面价值 | $4.6B | $389.7M |
| 总资产 | $15.0B | $1.6B |
| 负债/权益比越低杠杆越低 | 2.11× | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资MPWPENG
| Q4 25 | $540.9M | $461.5M | ||
| Q3 25 | $396.6M | $453.8M | ||
| Q2 25 | $509.8M | $735.5M | ||
| Q1 25 | $673.5M | $647.0M | ||
| Q4 24 | $332.3M | $393.7M | ||
| Q3 24 | $275.6M | $389.5M | ||
| Q2 24 | $606.5M | $467.5M | ||
| Q1 24 | $224.3M | — |
总债务MPWPENG
| Q4 25 | $9.7B | $462.3M | ||
| Q3 25 | $9.6B | $461.8M | ||
| Q2 25 | $9.6B | $659.5M | ||
| Q1 25 | $9.5B | $658.8M | ||
| Q4 24 | $8.8B | $658.1M | ||
| Q3 24 | $9.2B | $657.3M | ||
| Q2 24 | $9.4B | $667.0M | ||
| Q1 24 | $10.1B | — |
股东权益MPWPENG
| Q4 25 | $4.6B | $389.7M | ||
| Q3 25 | $4.7B | $394.2M | ||
| Q2 25 | $4.8B | $584.8M | ||
| Q1 25 | $4.8B | $602.5M | ||
| Q4 24 | $4.8B | $400.4M | ||
| Q3 24 | $5.4B | $391.4M | ||
| Q2 24 | $6.2B | $423.4M | ||
| Q1 24 | $6.7B | — |
总资产MPWPENG
| Q4 25 | $15.0B | $1.6B | ||
| Q3 25 | $14.9B | $1.6B | ||
| Q2 25 | $15.2B | $1.8B | ||
| Q1 25 | $14.9B | $1.8B | ||
| Q4 24 | $14.3B | $1.6B | ||
| Q3 24 | $15.2B | $1.5B | ||
| Q2 24 | $16.2B | $1.5B | ||
| Q1 24 | $17.3B | — |
负债/权益比MPWPENG
| Q4 25 | 2.11× | 1.19× | ||
| Q3 25 | 2.06× | 1.17× | ||
| Q2 25 | 2.00× | 1.13× | ||
| Q1 25 | 1.99× | 1.09× | ||
| Q4 24 | 1.83× | 1.64× | ||
| Q3 24 | 1.69× | 1.68× | ||
| Q2 24 | 1.51× | 1.58× | ||
| Q1 24 | 1.51× | — |
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 | $230.8M | $31.1M |
| 自由现金流经营现金流 - 资本支出 | — | $28.2M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | 13.11× | 5.89× |
| 过去12个月自由现金流最近4个季度 | — | $116.3M |
8季度趋势，按日历期对齐
经营现金流MPWPENG
| Q4 25 | $230.8M | $31.1M | ||
| Q3 25 | $18.6M | $-70.4M | ||
| Q2 25 | $51.7M | $92.8M | ||
| Q1 25 | $384.0K | $72.9M | ||
| Q4 24 | $245.5M | $13.8M | ||
| Q3 24 | $59.2M | — | ||
| Q2 24 | $35.3M | $57.9M | ||
| Q1 24 | $74.3M | — |
自由现金流MPWPENG
| Q4 25 | — | $28.2M | ||
| Q3 25 | — | $-73.4M | ||
| Q2 25 | — | $90.9M | ||
| Q1 25 | — | $70.5M | ||
| Q4 24 | — | $12.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $48.9M | ||
| Q1 24 | — | — |
自由现金流率MPWPENG
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | -21.7% | ||
| Q2 25 | — | 28.0% | ||
| Q1 25 | — | 19.3% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 16.3% | ||
| Q1 24 | — | — |
资本支出强度MPWPENG
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | — | — |
现金转化率MPWPENG
| Q4 25 | 13.11× | 5.89× | ||
| Q3 25 | — | -7.47× | ||
| Q2 25 | — | 34.88× | ||
| Q1 25 | — | 9.02× | ||
| Q4 24 | — | 2.65× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 10.30× | ||
| 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
MPW
暂无分部数据
PENG
| Integrated Memory Segment | $171.6M | 50% |
| Advanced Computing Segment | $115.7M | 34% |
| Optimized LED Segment | $55.7M | 16% |
