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MEDICAL PROPERTIES TRUST INC(MPW)与Shoals Technologies Group, Inc.(SHLS)财务数据对比。点击上方公司名可切换其他公司
MEDICAL PROPERTIES TRUST INC的季度营收约是Shoals Technologies Group, Inc.的1.8倍($270.3M vs $148.3M),MEDICAL PROPERTIES TRUST INC净利率更高(6.5% vs 5.5%,领先1.0%),Shoals Technologies Group, Inc.同比增速更快(38.6% vs 16.6%),过去两年Shoals Technologies Group, Inc.的营收复合增速更高(27.8% 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。
Shoals科技集团是可再生能源及电动出行领域的电气系统平衡解决方案供应商,核心产品覆盖光伏、储能及充电桩用连接组件,主要服务北美、欧洲、亚太市场的公用事业、工商业及民用客户。
MPW vs SHLS — 直观对比
营收规模更大
MPW
是对方的1.8倍
$148.3M
营收增速更快
SHLS
高出22.0%
16.6%
净利率更高
MPW
高出1.0%
5.5%
两年增速更快
SHLS
近两年复合增速
-0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $270.3M | $148.3M |
| 净利润 | $17.6M | $8.1M |
| 毛利率 | 95.8% | 31.6% |
| 营业利润率 | 9.7% | 11.7% |
| 净利率 | 6.5% | 5.5% |
| 营收同比 | 16.6% | 38.6% |
| 净利润同比 | 104.3% | 3.9% |
| 每股收益(稀释后) | $0.03 | $0.05 |
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
MPW
SHLS
| Q4 25 | $270.3M | $148.3M | ||
| Q3 25 | $237.5M | $135.8M | ||
| Q2 25 | $240.4M | $110.8M | ||
| Q1 25 | $223.8M | $80.4M | ||
| Q4 24 | $231.8M | $107.0M | ||
| Q3 24 | $225.8M | $102.2M | ||
| Q2 24 | $266.6M | $99.2M | ||
| Q1 24 | $271.3M | $90.8M |
净利润
MPW
SHLS
| Q4 25 | $17.6M | $8.1M | ||
| Q3 25 | $-77.7M | $11.9M | ||
| Q2 25 | $-98.4M | $13.9M | ||
| Q1 25 | $-118.3M | $-282.0K | ||
| Q4 24 | $-412.3M | $7.8M | ||
| Q3 24 | $-801.2M | $-267.0K | ||
| Q2 24 | $-320.6M | $11.8M | ||
| Q1 24 | $-875.6M | $4.8M |
毛利率
MPW
SHLS
| Q4 25 | 95.8% | 31.6% | ||
| Q3 25 | — | 37.0% | ||
| Q2 25 | 91.8% | 37.2% | ||
| Q1 25 | 63.6% | 35.0% | ||
| Q4 24 | 90.9% | 37.6% | ||
| Q3 24 | 96.5% | 24.8% | ||
| Q2 24 | 98.4% | 40.3% | ||
| Q1 24 | 84.9% | 40.2% |
营业利润率
MPW
SHLS
| Q4 25 | 9.7% | 11.7% | ||
| Q3 25 | -28.0% | 13.7% | ||
| Q2 25 | -36.7% | 14.4% | ||
| Q1 25 | -48.5% | 5.4% | ||
| Q4 24 | -173.7% | 15.4% | ||
| Q3 24 | -350.7% | 4.4% | ||
| Q2 24 | -114.5% | 18.7% | ||
| Q1 24 | -318.6% | 12.8% |
净利率
MPW
SHLS
| Q4 25 | 6.5% | 5.5% | ||
| Q3 25 | -32.7% | 8.7% | ||
| Q2 25 | -40.9% | 12.5% | ||
| Q1 25 | -52.8% | -0.4% | ||
| Q4 24 | -177.8% | 7.3% | ||
| Q3 24 | -354.8% | -0.3% | ||
| Q2 24 | -120.3% | 11.9% | ||
| Q1 24 | -322.7% | 5.3% |
每股收益(稀释后)
MPW
SHLS
| Q4 25 | $0.03 | $0.05 | ||
| Q3 25 | $-0.13 | $0.07 | ||
| Q2 25 | $-0.16 | $0.08 | ||
| Q1 25 | $-0.20 | $0.00 | ||
| Q4 24 | $-0.68 | $0.04 | ||
| Q3 24 | $-1.34 | $0.00 | ||
| Q2 24 | $-0.54 | $0.07 | ||
| Q1 24 | $-1.46 | $0.03 |
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 | $7.3M |
| 总债务越低越好 | $9.7B | — |
| 股东权益账面价值 | $4.6B | $600.0M |
| 总资产 | $15.0B | $904.1M |
| 负债/权益比越低杠杆越低 | 2.11× | — |
8季度趋势,按日历期对齐
现金及短期投资
MPW
SHLS
| Q4 25 | $540.9M | $7.3M | ||
| Q3 25 | $396.6M | $8.6M | ||
| Q2 25 | $509.8M | $4.7M | ||
| Q1 25 | $673.5M | $35.6M | ||
| Q4 24 | $332.3M | $23.5M | ||
| Q3 24 | $275.6M | $11.1M | ||
| Q2 24 | $606.5M | $3.2M | ||
| Q1 24 | $224.3M | $15.2M |
总债务
MPW
SHLS
| Q4 25 | $9.7B | — | ||
| Q3 25 | $9.6B | — | ||
| Q2 25 | $9.6B | — | ||
| Q1 25 | $9.5B | $141.8M | ||
| Q4 24 | $8.8B | $141.8M | ||
| Q3 24 | $9.2B | $141.8M | ||
| Q2 24 | $9.4B | $146.8M | ||
| Q1 24 | $10.1B | $168.8M |
股东权益
MPW
SHLS
| Q4 25 | $4.6B | $600.0M | ||
| Q3 25 | $4.7B | $589.6M | ||
| Q2 25 | $4.8B | $575.4M | ||
| Q1 25 | $4.8B | $558.9M | ||
| Q4 24 | $4.8B | $556.8M | ||
| Q3 24 | $5.4B | $545.2M | ||
| Q2 24 | $6.2B | $544.6M | ||
| Q1 24 | $6.7B | $554.0M |
总资产
MPW
SHLS
| Q4 25 | $15.0B | $904.1M | ||
| Q3 25 | $14.9B | $851.8M | ||
| Q2 25 | $15.2B | $795.0M | ||
| Q1 25 | $14.9B | $788.4M | ||
| Q4 24 | $14.3B | $793.1M | ||
| Q3 24 | $15.2B | $801.3M | ||
| Q2 24 | $16.2B | $788.4M | ||
| Q1 24 | $17.3B | $825.3M |
负债/权益比
MPW
SHLS
| Q4 25 | 2.11× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | 2.00× | — | ||
| Q1 25 | 1.99× | 0.25× | ||
| Q4 24 | 1.83× | 0.25× | ||
| Q3 24 | 1.69× | 0.26× | ||
| Q2 24 | 1.51× | 0.27× | ||
| Q1 24 | 1.51× | 0.30× |
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 | $-4.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-11.3M |
| 自由现金流率自由现金流/营收 | — | -7.6% |
| 资本支出强度资本支出/营收 | — | 4.8% |
| 现金转化率经营现金流/净利润 | 13.11× | -0.50× |
| 过去12个月自由现金流最近4个季度 | — | $-16.0M |
8季度趋势,按日历期对齐
经营现金流
MPW
SHLS
| Q4 25 | $230.8M | $-4.1M | ||
| Q3 25 | $18.6M | $19.4M | ||
| Q2 25 | $51.7M | $-13.8M | ||
| Q1 25 | $384.0K | $15.6M | ||
| Q4 24 | $245.5M | $14.0M | ||
| Q3 24 | $59.2M | $15.7M | ||
| Q2 24 | $35.3M | $37.8M | ||
| Q1 24 | $74.3M | $12.9M |
自由现金流
MPW
SHLS
| Q4 25 | — | $-11.3M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $-26.0M | ||
| Q1 25 | — | $12.3M | ||
| Q4 24 | — | $12.5M | ||
| Q3 24 | — | $13.3M | ||
| Q2 24 | — | $35.8M | ||
| Q1 24 | — | $10.4M |
自由现金流率
MPW
SHLS
| Q4 25 | — | -7.6% | ||
| Q3 25 | — | 6.6% | ||
| Q2 25 | — | -23.5% | ||
| Q1 25 | — | 15.4% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | — | 13.0% | ||
| Q2 24 | — | 36.1% | ||
| Q1 24 | — | 11.4% |
资本支出强度
MPW
SHLS
| Q4 25 | — | 4.8% | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | 11.0% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 2.7% |
现金转化率
MPW
SHLS
| Q4 25 | 13.11× | -0.50× | ||
| Q3 25 | — | 1.63× | ||
| Q2 25 | — | -1.00× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.21× | ||
| Q1 24 | — | 2.69× |
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
SHLS
| System Solutions | $122.0M | 82% |
| Components | $26.3M | 18% |