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普洛斯(PLD)与Regions Financial Corporation(RF)财务数据对比。点击上方公司名可切换其他公司
普洛斯的季度营收约是Regions Financial Corporation的1.8倍($2.3B vs $1.3B),普洛斯净利率更高(62.1% vs 41.7%,领先20.5%),Regions Financial Corporation同比增速更快(4.1% vs 2.4%),过去两年普洛斯的营收复合增速更高(7.3% vs 4.0%)
普洛斯是一家总部位于美国加利福尼亚州旧金山的不动产投资信托企业,专注于物流设施的投资与运营。公司2011年由AMB地产集团与原普洛斯合并成立,是全球规模最大的工业地产企业。截至2025年,运营超1.5万英亩土地及6000余栋物业,为全球客户提供高品质物流仓储解决方案。
Regions Financial Corporation是美国银行控股企业,总部位于阿拉巴马州伯明翰市。公司提供零售及商业银行、信托、股票经纪、抵押贷款等服务,旗下银行业务子公司Regions Bank在美国南部和中西部15个州运营约1300家营业网点和2000台自动柜员机,服务大量当地个人及企业客户。
PLD vs RF — 直观对比
营收规模更大
PLD
是对方的1.8倍
$1.3B
营收增速更快
RF
高出1.8%
2.4%
净利率更高
PLD
高出20.5%
41.7%
两年增速更快
PLD
近两年复合增速
4.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.3B | $1.3B |
| 净利润 | $1.4B | $534.0M |
| 毛利率 | — | — |
| 营业利润率 | 72.2% | 55.3% |
| 净利率 | 62.1% | 41.7% |
| 营收同比 | 2.4% | 4.1% |
| 净利润同比 | 9.5% | 0.0% |
| 每股收益(稀释后) | $1.50 | $0.59 |
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
PLD
RF
| Q4 25 | $2.3B | $1.3B | ||
| Q3 25 | $2.2B | $1.3B | ||
| Q2 25 | $2.2B | $1.3B | ||
| Q1 25 | $2.1B | $1.2B | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $2.0B | $1.2B | ||
| Q1 24 | $2.0B | $1.2B |
净利润
PLD
RF
| Q4 25 | $1.4B | $534.0M | ||
| Q3 25 | $764.3M | $569.0M | ||
| Q2 25 | $571.2M | $563.0M | ||
| Q1 25 | $593.0M | $490.0M | ||
| Q4 24 | $1.3B | $534.0M | ||
| Q3 24 | $1.0B | $490.0M | ||
| Q2 24 | $861.3M | $501.0M | ||
| Q1 24 | $585.7M | $368.0M |
营业利润率
PLD
RF
| Q4 25 | 72.2% | 55.3% | ||
| Q3 25 | 42.5% | 56.3% | ||
| Q2 25 | 41.8% | 56.1% | ||
| Q1 25 | 41.1% | 52.0% | ||
| Q4 24 | 64.6% | 53.4% | ||
| Q3 24 | 61.4% | 49.9% | ||
| Q2 24 | 51.0% | 52.7% | ||
| Q1 24 | 36.8% | 39.2% |
净利率
PLD
RF
| Q4 25 | 62.1% | 41.7% | ||
| Q3 25 | 34.5% | 45.3% | ||
| Q2 25 | 26.2% | 44.7% | ||
| Q1 25 | 27.7% | 41.0% | ||
| Q4 24 | 58.1% | 43.4% | ||
| Q3 24 | 49.4% | 40.2% | ||
| Q2 24 | 42.9% | 42.2% | ||
| Q1 24 | 29.9% | 31.1% |
每股收益(稀释后)
PLD
RF
| Q4 25 | $1.50 | $0.59 | ||
| Q3 25 | $0.82 | $0.61 | ||
| Q2 25 | $0.61 | $0.59 | ||
| Q1 25 | $0.63 | $0.51 | ||
| Q4 24 | $1.38 | $0.55 | ||
| Q3 24 | $1.08 | $0.49 | ||
| Q2 24 | $0.92 | $0.52 | ||
| Q1 24 | $0.63 | $0.37 |
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 | $1.1B | — |
| 总债务越低越好 | $35.0B | $4.1B |
| 股东权益账面价值 | $53.2B | $19.0B |
| 总资产 | $98.7B | $158.8B |
| 负债/权益比越低杠杆越低 | 0.66× | 0.22× |
8季度趋势,按日历期对齐
现金及短期投资
PLD
RF
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $671.1M | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $780.9M | — | ||
| Q2 24 | $598.3M | — | ||
| Q1 24 | $500.6M | — |
总债务
PLD
RF
| Q4 25 | $35.0B | $4.1B | ||
| Q3 25 | $35.3B | $4.8B | ||
| Q2 25 | $34.7B | $5.3B | ||
| Q1 25 | $32.3B | $6.0B | ||
| Q4 24 | $30.9B | $6.0B | ||
| Q3 24 | $32.3B | $6.0B | ||
| Q2 24 | $29.9B | $5.1B | ||
| Q1 24 | $29.6B | $3.3B |
股东权益
PLD
RF
| Q4 25 | $53.2B | $19.0B | ||
| Q3 25 | $52.6B | $19.0B | ||
| Q2 25 | $52.7B | $18.7B | ||
| Q1 25 | $53.5B | $18.5B | ||
| Q4 24 | $54.0B | $17.9B | ||
| Q3 24 | $53.1B | $18.7B | ||
| Q2 24 | $53.3B | $17.2B | ||
| Q1 24 | $53.2B | $17.0B |
总资产
PLD
RF
| Q4 25 | $98.7B | $158.8B | ||
| Q3 25 | $98.3B | $159.9B | ||
| Q2 25 | $97.7B | $159.2B | ||
| Q1 25 | $96.0B | $159.8B | ||
| Q4 24 | $95.3B | $157.3B | ||
| Q3 24 | $95.9B | $157.4B | ||
| Q2 24 | $93.5B | $154.1B | ||
| Q1 24 | $93.3B | $154.9B |
负债/权益比
PLD
RF
| Q4 25 | 0.66× | 0.22× | ||
| Q3 25 | 0.67× | 0.25× | ||
| Q2 25 | 0.66× | 0.28× | ||
| Q1 25 | 0.60× | 0.32× | ||
| Q4 24 | 0.57× | 0.34× | ||
| Q3 24 | 0.61× | 0.32× | ||
| Q2 24 | 0.56× | 0.30× | ||
| Q1 24 | 0.56× | 0.20× |
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 | $-319.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.83× | -0.60× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
PLD
RF
| Q4 25 | $1.2B | $-319.0M | ||
| Q3 25 | $1.4B | $861.0M | ||
| Q2 25 | $1.2B | $573.0M | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.3B | $-220.0M | ||
| Q3 24 | $1.4B | $1.3B | ||
| Q2 24 | $1.1B | $161.0M | ||
| Q1 24 | $1.1B | $396.0M |
现金转化率
PLD
RF
| Q4 25 | 0.83× | -0.60× | ||
| Q3 25 | 1.89× | 1.51× | ||
| Q2 25 | 2.17× | 1.02× | ||
| Q1 25 | 1.96× | 2.18× | ||
| Q4 24 | 1.04× | -0.41× | ||
| Q3 24 | 1.43× | 2.57× | ||
| Q2 24 | 1.26× | 0.32× | ||
| Q1 24 | 1.80× | 1.08× |
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
PLD
| Real Estate Operations Segment | $2.0B | 88% |
| Unconsolidated Co Investment Ventures | $131.7M | 6% |
| Other | $82.6M | 4% |
| Strategic Capital Segment | $49.9M | 2% |
RF
| Consumer Bank | $747.0M | 58% |
| Corporate Bank | $487.0M | 38% |
| Wealth Management | $47.0M | 4% |