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普洛斯(PLD)与Truist Financial(TFC)财务数据对比。点击上方公司名可切换其他公司
Truist Financial的季度营收约是普洛斯的1.6倍($3.7B vs $2.3B),普洛斯净利率更高(62.1% vs 36.6%,领先25.5%),Truist Financial同比增速更快(3.1% vs 2.4%),过去两年普洛斯的营收复合增速更高(7.3% vs 4.8%)
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。
Truist Financial是美国银行控股公司,总部位于北卡罗来纳州夏洛特,2019年12月由BB&T与SunTrust合并组建。旗下银行在15个州及华盛顿特区共运营1928家网点,提供零售、商业、投资银行、证券经纪、资产管理、抵押贷款、保险等多元金融产品服务,为美国第十大银行,总资产达5230亿美元。
PLD vs TFC — 直观对比
营收规模更大
TFC
是对方的1.6倍
$2.3B
营收增速更快
TFC
高出0.7%
2.4%
净利率更高
PLD
高出25.5%
36.6%
两年增速更快
PLD
近两年复合增速
4.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.3B | $3.7B |
| 净利润 | $1.4B | $1.4B |
| 毛利率 | — | — |
| 营业利润率 | 72.2% | 42.3% |
| 净利率 | 62.1% | 36.6% |
| 营收同比 | 2.4% | 3.1% |
| 净利润同比 | 9.5% | 6.1% |
| 每股收益(稀释后) | $1.50 | $1.01 |
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
TFC
| Q4 25 | $2.3B | $3.7B | ||
| Q3 25 | $2.2B | $3.6B | ||
| Q2 25 | $2.2B | $3.6B | ||
| Q1 25 | $2.1B | $3.5B | ||
| Q4 24 | $2.2B | $3.6B | ||
| Q3 24 | $2.0B | $3.6B | ||
| Q2 24 | $2.0B | $3.5B | ||
| Q1 24 | $2.0B | $3.4B |
净利润
PLD
TFC
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $764.3M | $1.5B | ||
| Q2 25 | $571.2M | $1.2B | ||
| Q1 25 | $593.0M | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.0B | $1.4B | ||
| Q2 24 | $861.3M | $922.0M | ||
| Q1 24 | $585.7M | $1.2B |
营业利润率
PLD
TFC
| Q4 25 | 72.2% | 42.3% | ||
| Q3 25 | 42.5% | 47.9% | ||
| Q2 25 | 41.8% | 42.2% | ||
| Q1 25 | 41.1% | 43.8% | ||
| Q4 24 | 64.6% | 43.3% | ||
| Q3 24 | 61.4% | 47.5% | ||
| Q2 24 | 51.0% | -148.3% | ||
| Q1 24 | 36.8% | 40.5% |
净利率
PLD
TFC
| Q4 25 | 62.1% | 36.6% | ||
| Q3 25 | 34.5% | 40.0% | ||
| Q2 25 | 26.2% | 34.6% | ||
| Q1 25 | 27.7% | 36.0% | ||
| Q4 24 | 58.1% | 35.5% | ||
| Q3 24 | 49.4% | 40.0% | ||
| Q2 24 | 42.9% | 26.1% | ||
| Q1 24 | 29.9% | 35.6% |
每股收益(稀释后)
PLD
TFC
| Q4 25 | $1.50 | $1.01 | ||
| Q3 25 | $0.82 | $1.04 | ||
| Q2 25 | $0.61 | $0.90 | ||
| Q1 25 | $0.63 | $0.87 | ||
| Q4 24 | $1.38 | $0.94 | ||
| Q3 24 | $1.08 | $0.99 | ||
| Q2 24 | $0.92 | $0.62 | ||
| Q1 24 | $0.63 | $0.81 |
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 | $42.0B |
| 股东权益账面价值 | $53.2B | $65.2B |
| 总资产 | $98.7B | $547.5B |
| 负债/权益比越低杠杆越低 | 0.66× | 0.64× |
8季度趋势,按日历期对齐
现金及短期投资
PLD
TFC
| 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
TFC
| Q4 25 | $35.0B | $42.0B | ||
| Q3 25 | $35.3B | $41.7B | ||
| Q2 25 | $34.7B | $44.4B | ||
| Q1 25 | $32.3B | $32.0B | ||
| Q4 24 | $30.9B | $35.0B | ||
| Q3 24 | $32.3B | $36.8B | ||
| Q2 24 | $29.9B | $34.6B | ||
| Q1 24 | $29.6B | $39.1B |
股东权益
PLD
TFC
| Q4 25 | $53.2B | $65.2B | ||
| Q3 25 | $52.6B | $65.6B | ||
| Q2 25 | $52.7B | $64.8B | ||
| Q1 25 | $53.5B | $64.6B | ||
| Q4 24 | $54.0B | $63.7B | ||
| Q3 24 | $53.1B | $65.7B | ||
| Q2 24 | $53.3B | $63.8B | ||
| Q1 24 | $53.2B | $59.1B |
总资产
PLD
TFC
| Q4 25 | $98.7B | $547.5B | ||
| Q3 25 | $98.3B | $543.9B | ||
| Q2 25 | $97.7B | $543.8B | ||
| Q1 25 | $96.0B | $535.9B | ||
| Q4 24 | $95.3B | $531.2B | ||
| Q3 24 | $95.9B | $523.4B | ||
| Q2 24 | $93.5B | $519.9B | ||
| Q1 24 | $93.3B | $535.0B |
负债/权益比
PLD
TFC
| Q4 25 | 0.66× | 0.64× | ||
| Q3 25 | 0.67× | 0.64× | ||
| Q2 25 | 0.66× | 0.69× | ||
| Q1 25 | 0.60× | 0.50× | ||
| Q4 24 | 0.57× | 0.55× | ||
| Q3 24 | 0.61× | 0.56× | ||
| Q2 24 | 0.56× | 0.54× | ||
| Q1 24 | 0.56× | 0.66× |
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 | $2.6B |
| 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× | 1.91× |
| 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
TFC
| Q4 25 | $1.2B | $2.6B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.2B | $914.0M | ||
| Q1 25 | $1.2B | $746.0M | ||
| Q4 24 | $1.3B | $775.0M | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.1B | $845.0M | ||
| Q1 24 | $1.1B | $-990.0M |
现金转化率
PLD
TFC
| Q4 25 | 0.83× | 1.91× | ||
| Q3 25 | 1.89× | 1.03× | ||
| Q2 25 | 2.17× | 0.74× | ||
| Q1 25 | 1.96× | 0.59× | ||
| Q4 24 | 1.04× | 0.61× | ||
| Q3 24 | 1.43× | 1.06× | ||
| Q2 24 | 1.26× | 0.92× | ||
| Q1 24 | 1.80× | -0.82× |
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% |
TFC
暂无分部数据