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Realty Income（O）与StandardAero, Inc.（SARO）财务数据对比。点击上方公司名可切换其他公司
StandardAero, Inc.的季度营收约是Realty Income的1.1倍（$1.6B vs $1.5B），Realty Income净利率更高（19.9% vs 4.9%，领先15.0%），StandardAero, Inc.同比增速更快（13.5% vs 11.0%），Realty Income自由现金流更多（$1.2B vs $307.3M），过去两年StandardAero, Inc.的营收复合增速更高（13.8% 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。
StandardAero Inc.是总部位于美国亚利桑那州斯科茨代尔的专业维护、维修及大修（MRO）服务提供商，深耕相关领域多年，服务覆盖航空等多个行业，可为客户提供高效可靠的定制化运维解决方案。
O vs SARO — 直观对比
营收规模更大
SARO
是对方的1.1倍
$1.5B
营收增速更快
SARO
高出2.5%
11.0%
净利率更高
O
高出15.0%
4.9%
自由现金流更多
O
多$846.7M
$307.3M
两年增速更快
SARO
近两年复合增速
8.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.6B |
| 净利润 | $296.1M | $78.6M |
| 毛利率 | — | 13.8% |
| 营业利润率 | 21.7% | 9.3% |
| 净利率 | 19.9% | 4.9% |
| 营收同比 | 11.0% | 13.5% |
| 净利润同比 | 48.3% | 659.6% |
| 每股收益（稀释后） | $0.32 | $0.24 |
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OSARO
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.3B | $1.3B | ||
| Q1 24 | $1.3B | $1.2B |
净利润OSARO
| Q4 25 | $296.1M | $78.6M | ||
| Q3 25 | $315.8M | $68.1M | ||
| Q2 25 | $196.9M | $67.7M | ||
| Q1 25 | $249.8M | $62.9M | ||
| Q4 24 | $199.6M | $-14.1M | ||
| Q3 24 | $269.5M | $16.4M | ||
| Q2 24 | $259.4M | $5.4M | ||
| Q1 24 | $132.3M | $3.2M |
毛利率OSARO
| Q4 25 | — | 13.8% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | — | 15.4% | ||
| Q1 25 | — | 15.2% | ||
| Q4 24 | — | 14.3% | ||
| Q3 24 | — | 15.0% | ||
| Q2 24 | — | 13.7% | ||
| Q1 24 | — | 14.7% |
营业利润率OSARO
| Q4 25 | 21.7% | 9.3% | ||
| Q3 25 | 23.2% | 9.2% | ||
| Q2 25 | 15.8% | 8.9% | ||
| Q1 25 | 19.3% | 9.0% | ||
| Q4 24 | 16.5% | 6.7% | ||
| Q3 24 | 21.5% | 7.9% | ||
| Q2 24 | 20.7% | 7.8% | ||
| Q1 24 | 11.9% | 8.5% |
净利率OSARO
| Q4 25 | 19.9% | 4.9% | ||
| Q3 25 | 21.5% | 4.5% | ||
| Q2 25 | 14.0% | 4.4% | ||
| Q1 25 | 18.1% | 4.4% | ||
| Q4 24 | 14.9% | -1.0% | ||
| Q3 24 | 20.2% | 1.3% | ||
| Q2 24 | 19.4% | 0.4% | ||
| Q1 24 | 10.5% | 0.3% |
每股收益（稀释后）OSARO
| Q4 25 | $0.32 | $0.24 | ||
| Q3 25 | $0.35 | $0.20 | ||
| Q2 25 | $0.22 | $0.20 | ||
| Q1 25 | $0.28 | $0.19 | ||
| Q4 24 | $0.23 | $-0.05 | ||
| Q3 24 | $0.30 | $0.06 | ||
| Q2 24 | $0.29 | $0.02 | ||
| Q1 24 | $0.16 | $0.01 |
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 | — |
| 总债务越低越好 | — | $2.2B |
| 股东权益账面价值 | $39.4B | $2.7B |
| 总资产 | $72.8B | $6.6B |
| 负债/权益比越低杠杆越低 | — | 0.83× |
8季度趋势，按日历期对齐
现金及短期投资OSARO
| Q4 25 | $434.8M | — | ||
| Q3 25 | $417.2M | — | ||
| Q2 25 | $800.4M | — | ||
| Q1 25 | $319.0M | — | ||
| Q4 24 | $445.0M | — | ||
| Q3 24 | $397.0M | — | ||
| Q2 24 | $442.8M | — | ||
| Q1 24 | $680.2M | — |
总债务OSARO
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益OSARO
| Q4 25 | $39.4B | $2.7B | ||
| Q3 25 | $39.1B | $2.6B | ||
| Q2 25 | $39.2B | $2.5B | ||
| Q1 25 | $39.0B | $2.4B | ||
| Q4 24 | $38.8B | $2.4B | ||
| Q3 24 | $38.5B | $1.2B | ||
| Q2 24 | $38.6B | $1.2B | ||
| Q1 24 | $39.0B | $1.2B |
总资产OSARO
| Q4 25 | $72.8B | $6.6B | ||
| Q3 25 | $71.3B | $6.6B | ||
| Q2 25 | $71.4B | $6.5B | ||
| Q1 25 | $69.8B | $6.5B | ||
| Q4 24 | $68.8B | $6.2B | ||
| Q3 24 | $68.5B | $6.1B | ||
| Q2 24 | $68.1B | — | ||
| Q1 24 | $68.3B | — |
负债/权益比OSARO
| Q4 25 | — | 0.83× | ||
| Q3 25 | — | 0.90× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | — | 0.96× | ||
| Q4 24 | — | 0.94× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $323.0M |
| 自由现金流经营现金流 - 资本支出 | $1.2B | $307.3M |
| 自由现金流率自由现金流/营收 | 77.6% | 19.2% |
| 资本支出强度资本支出/营收 | 3.3% | 1.0% |
| 现金转化率经营现金流/净利润 | 4.06× | 4.11× |
| 过去12个月自由现金流最近4个季度 | $3.9B | $234.3M |
8季度趋势，按日历期对齐
经营现金流OSARO
| Q4 25 | $1.2B | $323.0M | ||
| Q3 25 | $943.1M | $14.8M | ||
| Q2 25 | $1.1B | $2.9M | ||
| Q1 25 | $787.5M | $-24.0M | ||
| Q4 24 | $972.0M | — | ||
| Q3 24 | $841.5M | $-13.9M | ||
| Q2 24 | $981.2M | — | ||
| Q1 24 | $778.7M | $-83.6M |
自由现金流OSARO
| Q4 25 | $1.2B | $307.3M | ||
| Q3 25 | $909.9M | $-4.7M | ||
| Q2 25 | $1.0B | $-19.0M | ||
| Q1 25 | $764.6M | $-49.3M | ||
| Q4 24 | $935.8M | — | ||
| Q3 24 | $807.9M | $-39.2M | ||
| Q2 24 | $939.2M | — | ||
| Q1 24 | $769.0M | $-102.0M |
自由现金流率OSARO
| Q4 25 | 77.6% | 19.2% | ||
| Q3 25 | 61.9% | -0.3% | ||
| Q2 25 | 73.3% | -1.2% | ||
| Q1 25 | 55.4% | -3.4% | ||
| Q4 24 | 69.8% | — | ||
| Q3 24 | 60.7% | -3.1% | ||
| Q2 24 | 70.1% | — | ||
| Q1 24 | 61.0% | -8.3% |
资本支出强度OSARO
| Q4 25 | 3.3% | 1.0% | ||
| Q3 25 | 2.3% | 1.3% | ||
| Q2 25 | 1.9% | 1.4% | ||
| Q1 25 | 1.7% | 1.8% | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 2.5% | 2.0% | ||
| Q2 24 | 3.1% | — | ||
| Q1 24 | 0.8% | 1.5% |
现金转化率OSARO
| Q4 25 | 4.06× | 4.11× | ||
| Q3 25 | 2.99× | 0.22× | ||
| Q2 25 | 5.39× | 0.04× | ||
| Q1 25 | 3.15× | -0.38× | ||
| Q4 24 | 4.87× | — | ||
| Q3 24 | 3.12× | -0.84× | ||
| Q2 24 | 3.78× | — | ||
| Q1 24 | 5.89× | -26.22× |
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% |
SARO
| Commercial Aerospace | $1.0B | 63% |
| Business Aviation | $266.2M | 17% |
| Military And Helicopter | $262.0M | 16% |
| Other | $68.1M | 4% |
