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Realty Income（O）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Realty Income的季度营收约是Revvity的1.9倍（$1.5B vs $772.1M），Realty Income净利率更高（19.9% vs 12.7%，领先7.2%），Realty Income同比增速更快（11.0% vs 5.9%），Realty Income自由现金流更多（$1.2B vs $161.8M），过去两年Revvity的营收复合增速更高（9.0% vs 8.6%）
Realty Income是一家房地产投资信托企业，投资范围覆盖美国、英国及欧洲其他六个国家的独立单租户商业地产，旗下物业普遍采用三重净租约模式。公司注册地为美国马里兰州，总部位于加利福尼亚州圣迭戈市。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
O vs RVTY — 直观对比
营收规模更大
O
是对方的1.9倍
$772.1M
营收增速更快
O
高出5.2%
5.9%
净利率更高
O
高出7.2%
12.7%
自由现金流更多
O
多$992.2M
$161.8M
两年增速更快
RVTY
近两年复合增速
8.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $772.1M |
| 净利润 | $296.1M | $98.4M |
| 毛利率 | — | — |
| 营业利润率 | 21.7% | 14.5% |
| 净利率 | 19.9% | 12.7% |
| 营收同比 | 11.0% | 5.9% |
| 净利润同比 | 48.3% | 3.9% |
| 每股收益（稀释后） | $0.32 | $0.86 |
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ORVTY
| Q4 25 | $1.5B | $772.1M | ||
| Q3 25 | $1.5B | $698.9M | ||
| Q2 25 | $1.4B | $720.3M | ||
| Q1 25 | $1.4B | $664.8M | ||
| Q4 24 | $1.3B | $729.4M | ||
| Q3 24 | $1.3B | $684.0M | ||
| Q2 24 | $1.3B | $691.7M | ||
| Q1 24 | $1.3B | $649.9M |
净利润ORVTY
| Q4 25 | $296.1M | $98.4M | ||
| Q3 25 | $315.8M | $46.7M | ||
| Q2 25 | $196.9M | $53.9M | ||
| Q1 25 | $249.8M | $42.2M | ||
| Q4 24 | $199.6M | $94.6M | ||
| Q3 24 | $269.5M | $94.4M | ||
| Q2 24 | $259.4M | $55.4M | ||
| Q1 24 | $132.3M | $26.0M |
毛利率ORVTY
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.3% | ||
| Q2 24 | — | 55.7% | ||
| Q1 24 | — | 54.6% |
营业利润率ORVTY
| Q4 25 | 21.7% | 14.5% | ||
| Q3 25 | 23.2% | 11.7% | ||
| Q2 25 | 15.8% | 12.6% | ||
| Q1 25 | 19.3% | 10.9% | ||
| Q4 24 | 16.5% | 16.3% | ||
| Q3 24 | 21.5% | 14.3% | ||
| Q2 24 | 20.7% | 12.4% | ||
| Q1 24 | 11.9% | 6.8% |
净利率ORVTY
| Q4 25 | 19.9% | 12.7% | ||
| Q3 25 | 21.5% | 6.7% | ||
| Q2 25 | 14.0% | 7.5% | ||
| Q1 25 | 18.1% | 6.4% | ||
| Q4 24 | 14.9% | 13.0% | ||
| Q3 24 | 20.2% | 13.8% | ||
| Q2 24 | 19.4% | 8.0% | ||
| Q1 24 | 10.5% | 4.0% |
每股收益（稀释后）ORVTY
| Q4 25 | $0.32 | $0.86 | ||
| Q3 25 | $0.35 | $0.40 | ||
| Q2 25 | $0.22 | $0.46 | ||
| Q1 25 | $0.28 | $0.35 | ||
| Q4 24 | $0.23 | $0.77 | ||
| Q3 24 | $0.30 | $0.77 | ||
| Q2 24 | $0.29 | $0.45 | ||
| Q1 24 | $0.16 | $0.21 |
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 | $434.8M | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $39.4B | $7.3B |
| 总资产 | $72.8B | $12.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ORVTY
| Q4 25 | $434.8M | $919.9M | ||
| Q3 25 | $417.2M | $931.4M | ||
| Q2 25 | $800.4M | $991.8M | ||
| Q1 25 | $319.0M | $1.1B | ||
| Q4 24 | $445.0M | $1.2B | ||
| Q3 24 | $397.0M | $1.2B | ||
| Q2 24 | $442.8M | $2.0B | ||
| Q1 24 | $680.2M | $1.7B |
股东权益ORVTY
| Q4 25 | $39.4B | $7.3B | ||
| Q3 25 | $39.1B | $7.4B | ||
| Q2 25 | $39.2B | $7.6B | ||
| Q1 25 | $39.0B | $7.6B | ||
| Q4 24 | $38.8B | $7.7B | ||
| Q3 24 | $38.5B | $7.9B | ||
| Q2 24 | $38.6B | $7.9B | ||
| Q1 24 | $39.0B | $7.8B |
总资产ORVTY
| Q4 25 | $72.8B | $12.2B | ||
| Q3 25 | $71.3B | $12.1B | ||
| Q2 25 | $71.4B | $12.4B | ||
| Q1 25 | $69.8B | $12.4B | ||
| Q4 24 | $68.8B | $12.4B | ||
| Q3 24 | $68.5B | $12.8B | ||
| Q2 24 | $68.1B | $13.4B | ||
| Q1 24 | $68.3B | $13.4B |
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 | $1.2B | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $1.2B | $161.8M |
| 自由现金流率自由现金流/营收 | 77.6% | 21.0% |
| 资本支出强度资本支出/营收 | 3.3% | 2.6% |
| 现金转化率经营现金流/净利润 | 4.06× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $3.9B | $509.4M |
8季度趋势，按日历期对齐
经营现金流ORVTY
| Q4 25 | $1.2B | $182.0M | ||
| Q3 25 | $943.1M | $138.5M | ||
| Q2 25 | $1.1B | $134.3M | ||
| Q1 25 | $787.5M | $128.2M | ||
| Q4 24 | $972.0M | $174.2M | ||
| Q3 24 | $841.5M | $147.9M | ||
| Q2 24 | $981.2M | $158.6M | ||
| Q1 24 | $778.7M | $147.6M |
自由现金流ORVTY
| Q4 25 | $1.2B | $161.8M | ||
| Q3 25 | $909.9M | $120.0M | ||
| Q2 25 | $1.0B | $115.5M | ||
| Q1 25 | $764.6M | $112.2M | ||
| Q4 24 | $935.8M | $149.8M | ||
| Q3 24 | $807.9M | $125.6M | ||
| Q2 24 | $939.2M | $136.6M | ||
| Q1 24 | $769.0M | $129.7M |
自由现金流率ORVTY
| Q4 25 | 77.6% | 21.0% | ||
| Q3 25 | 61.9% | 17.2% | ||
| Q2 25 | 73.3% | 16.0% | ||
| Q1 25 | 55.4% | 16.9% | ||
| Q4 24 | 69.8% | 20.5% | ||
| Q3 24 | 60.7% | 18.4% | ||
| Q2 24 | 70.1% | 19.7% | ||
| Q1 24 | 61.0% | 20.0% |
资本支出强度ORVTY
| Q4 25 | 3.3% | 2.6% | ||
| Q3 25 | 2.3% | 2.6% | ||
| Q2 25 | 1.9% | 2.6% | ||
| Q1 25 | 1.7% | 2.4% | ||
| Q4 24 | 2.7% | 3.4% | ||
| Q3 24 | 2.5% | 3.3% | ||
| Q2 24 | 3.1% | 3.2% | ||
| Q1 24 | 0.8% | 2.7% |
现金转化率ORVTY
| Q4 25 | 4.06× | 1.85× | ||
| Q3 25 | 2.99× | 2.97× | ||
| Q2 25 | 5.39× | 2.49× | ||
| Q1 25 | 3.15× | 3.03× | ||
| Q4 24 | 4.87× | 1.84× | ||
| Q3 24 | 3.12× | 1.57× | ||
| Q2 24 | 3.78× | 2.87× | ||
| Q1 24 | 5.89× | 5.67× |
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
O
| Product And Service Retail | $900.8M | 61% |
| Other | $531.5M | 36% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
