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NETSTREIT Corp.(NTST)与RECURSION PHARMACEUTICALS, INC.(RXRX)财务数据对比。点击上方公司名可切换其他公司
NETSTREIT Corp.的季度营收约是RECURSION PHARMACEUTICALS, INC.的1.6倍($57.1M vs $35.5M),NETSTREIT Corp.净利率更高(10.0% vs -304.2%,领先314.3%),RECURSION PHARMACEUTICALS, INC.同比增速更快(681.7% vs 24.3%),过去两年RECURSION PHARMACEUTICALS, INC.的营收复合增速更高(60.5% vs 20.1%)
NETSTREIT Corp.是一家总部位于美国的房地产投资信托(REIT),专注于收购和运营多元化的单租户净租赁商业物业组合,资产涵盖零售、工业、办公类别,主要服务于美国市场的投资级企业租户。
Recursion Pharmaceuticals是一家临床阶段生物技术企业,依托人工智能技术和高通量生物实验体系,开发针对罕见病、肿瘤、炎症性疾病等领域未满足医疗需求的创新疗法,核心市场覆盖北美,与全球多家生物制药企业合作推进在研管线落地。
NTST vs RXRX — 直观对比
营收规模更大
NTST
是对方的1.6倍
$35.5M
营收增速更快
RXRX
高出657.5%
24.3%
净利率更高
NTST
高出314.3%
-304.2%
两年增速更快
RXRX
近两年复合增速
20.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $57.1M | $35.5M |
| 净利润 | $5.7M | $-108.1M |
| 毛利率 | — | 59.8% |
| 营业利润率 | 34.1% | -304.8% |
| 净利率 | 10.0% | -304.2% |
| 营收同比 | 24.3% | 681.7% |
| 净利润同比 | 235.9% | 39.6% |
| 每股收益(稀释后) | $0.32 | $-0.17 |
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
NTST
RXRX
| Q1 26 | $57.1M | — | ||
| Q4 25 | $52.5M | $35.5M | ||
| Q3 25 | $48.3M | $5.2M | ||
| Q2 25 | $48.3M | $19.2M | ||
| Q1 25 | $45.9M | $14.7M | ||
| Q4 24 | $44.1M | $4.5M | ||
| Q3 24 | $41.4M | $26.1M | ||
| Q2 24 | $39.6M | $14.4M |
净利润
NTST
RXRX
| Q1 26 | $5.7M | — | ||
| Q4 25 | $1.3M | $-108.1M | ||
| Q3 25 | $618.0K | $-162.3M | ||
| Q2 25 | $3.3M | $-171.9M | ||
| Q1 25 | $1.7M | $-202.5M | ||
| Q4 24 | $-5.4M | $-178.9M | ||
| Q3 24 | $-5.3M | $-95.8M | ||
| Q2 24 | $-2.3M | $-97.5M |
毛利率
NTST
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | 59.8% | ||
| Q3 25 | — | -183.8% | ||
| Q2 25 | — | -4.9% | ||
| Q1 25 | — | -48.0% | ||
| Q4 24 | — | -181.4% | ||
| Q3 24 | — | 53.7% | ||
| Q2 24 | — | 36.2% |
营业利润率
NTST
RXRX
| Q1 26 | 34.1% | — | ||
| Q4 25 | 2.6% | -304.8% | ||
| Q3 25 | 1.3% | -3327.6% | ||
| Q2 25 | 6.8% | -916.8% | ||
| Q1 25 | 3.7% | -1297.9% | ||
| Q4 24 | -12.3% | -4042.4% | ||
| Q3 24 | -12.8% | -377.1% | ||
| Q2 24 | -5.8% | -697.4% |
净利率
NTST
RXRX
| Q1 26 | 10.0% | — | ||
| Q4 25 | 2.5% | -304.2% | ||
| Q3 25 | 1.3% | -3135.3% | ||
| Q2 25 | 6.8% | -894.2% | ||
| Q1 25 | 3.7% | -1373.3% | ||
| Q4 24 | -12.3% | -3935.5% | ||
| Q3 24 | -12.8% | -367.5% | ||
| Q2 24 | -5.8% | -676.6% |
每股收益(稀释后)
NTST
RXRX
| Q1 26 | $0.32 | — | ||
| Q4 25 | $0.01 | $-0.17 | ||
| Q3 25 | $0.01 | $-0.36 | ||
| Q2 25 | $0.04 | $-0.41 | ||
| Q1 25 | $0.02 | $-0.50 | ||
| Q4 24 | $-0.07 | $-0.56 | ||
| Q3 24 | $-0.07 | $-0.34 | ||
| Q2 24 | $-0.03 | $-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 | — | $743.3M |
| 总债务越低越好 | — | $9.6M |
| 股东权益账面价值 | $1.5B | $1.1B |
| 总资产 | $2.8B | $1.5B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势,按日历期对齐
现金及短期投资
NTST
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | $743.3M | ||
| Q3 25 | — | $659.8M | ||
| Q2 25 | — | $525.1M | ||
| Q1 25 | — | $500.5M | ||
| Q4 24 | — | $594.4M | ||
| Q3 24 | — | $427.6M | ||
| Q2 24 | — | $474.3M |
总债务
NTST
RXRX
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $9.6M | ||
| Q3 25 | $1.1B | $11.9M | ||
| Q2 25 | $926.6M | $14.2M | ||
| Q1 25 | $913.3M | $16.4M | ||
| Q4 24 | $868.3M | $19.0M | ||
| Q3 24 | $778.7M | $20.5M | ||
| Q2 24 | $726.2M | $22.9M |
股东权益
NTST
RXRX
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.3B | $919.1M | ||
| Q1 25 | $1.3B | $933.9M | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.3B | $524.6M | ||
| Q2 24 | $1.3B | $584.4M |
总资产
NTST
RXRX
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.6B | $1.5B | ||
| Q3 25 | $2.5B | $1.4B | ||
| Q2 25 | $2.3B | $1.3B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.3B | $1.4B | ||
| Q3 24 | $2.2B | $726.5M | ||
| Q2 24 | $2.1B | $775.9M |
负债/权益比
NTST
RXRX
| Q1 26 | — | — | ||
| Q4 25 | 0.76× | 0.01× | ||
| Q3 25 | 0.84× | 0.01× | ||
| Q2 25 | 0.70× | 0.02× | ||
| Q1 25 | 0.70× | 0.02× | ||
| Q4 24 | 0.65× | 0.02× | ||
| Q3 24 | 0.58× | 0.04× | ||
| Q2 24 | 0.55× | 0.04× |
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 | — | $-46.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-47.3M |
| 自由现金流率自由现金流/营收 | — | -133.1% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-378.3M |
8季度趋势,按日历期对齐
经营现金流
NTST
RXRX
| Q1 26 | — | — | ||
| Q4 25 | $109.5M | $-46.1M | ||
| Q3 25 | $28.0M | $-117.4M | ||
| Q2 25 | $30.6M | $-76.4M | ||
| Q1 25 | $22.1M | $-132.0M | ||
| Q4 24 | $90.2M | $-115.4M | ||
| Q3 24 | $25.1M | $-59.2M | ||
| Q2 24 | $25.4M | $-82.2M |
自由现金流
NTST
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | $-47.3M | ||
| Q3 25 | — | $-117.6M | ||
| Q2 25 | — | $-79.6M | ||
| Q1 25 | — | $-133.8M | ||
| Q4 24 | — | $-116.7M | ||
| Q3 24 | — | $-63.8M | ||
| Q2 24 | — | $-83.4M |
自由现金流率
NTST
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | -133.1% | ||
| Q3 25 | — | -2272.5% | ||
| Q2 25 | — | -413.9% | ||
| Q1 25 | — | -907.4% | ||
| Q4 24 | — | -2567.7% | ||
| Q3 24 | — | -244.6% | ||
| Q2 24 | — | -578.5% |
资本支出强度
NTST
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 16.4% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | 28.6% | ||
| Q3 24 | — | 17.5% | ||
| Q2 24 | — | 8.2% |
现金转化率
NTST
RXRX
| Q1 26 | — | — | ||
| Q4 25 | 82.46× | — | ||
| Q3 25 | 45.27× | — | ||
| Q2 25 | 9.36× | — | ||
| Q1 25 | 13.06× | — | ||
| Q4 24 | — | — | ||
| 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
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |
RXRX
暂无分部数据