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Urban Edge Properties（UE）与再鼎医药（ZLAB）财务数据对比。点击上方公司名可切换其他公司
Urban Edge Properties的季度营收约是再鼎医药的1.0倍（$132.6M vs $127.1M），再鼎医药同比增速更快（17.1% vs 12.2%），过去两年再鼎医药的营收复合增速更高（20.8% vs 11.6%）
Urban Edge Properties是一家上市房地产投资信托，主要在美国人口密集的城市及郊区市场持有、运营和开发优质零售及混合用途物业，投资组合涵盖生鲜超市锚定的购物中心、生活类商业网点等面向本地社区的资产。
再鼎医药是一家创新生物制药企业，专注于肿瘤、自身免疫性疾病、感染性疾病等领域创新疗法的研发、生产与商业化，核心市场覆盖大中华区，与全球多家头部生物科技企业合作，为存在未被满足医疗需求的患者提供治疗方案。
UE vs ZLAB — 直观对比
营收规模更大
UE
是对方的1.0倍
$127.1M
营收增速更快
ZLAB
高出4.9%
12.2%
两年增速更快
ZLAB
近两年复合增速
11.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $132.6M | $127.1M |
| 净利润 | $22.6M | — |
| 毛利率 | — | 51.0% |
| 营业利润率 | — | -54.6% |
| 净利率 | 17.1% | — |
| 营收同比 | 12.2% | 17.1% |
| 净利润同比 | -6.7% | — |
| 每股收益（稀释后） | $0.18 | $-0.05 |
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UEZLAB
| Q1 26 | $132.6M | — | ||
| Q4 25 | $119.6M | $127.1M | ||
| Q3 25 | $120.1M | $115.4M | ||
| Q2 25 | $114.1M | $109.1M | ||
| Q1 25 | $118.2M | $105.7M | ||
| Q4 24 | $116.4M | $108.5M | ||
| Q3 24 | $112.4M | $101.8M | ||
| Q2 24 | $106.5M | $100.1M |
净利润UEZLAB
| Q1 26 | $22.6M | — | ||
| Q4 25 | $12.4M | — | ||
| Q3 25 | $14.9M | $-36.0M | ||
| Q2 25 | $58.0M | $-40.7M | ||
| Q1 25 | $8.2M | $-48.4M | ||
| Q4 24 | $30.1M | — | ||
| Q3 24 | $9.1M | $-41.7M | ||
| Q2 24 | $30.8M | $-80.3M |
毛利率UEZLAB
| Q1 26 | — | — | ||
| Q4 25 | — | 51.0% | ||
| Q3 25 | — | 59.5% | ||
| Q2 25 | — | 60.6% | ||
| Q1 25 | — | 63.6% | ||
| Q4 24 | — | 61.5% | ||
| Q3 24 | — | 64.1% | ||
| Q2 24 | — | 64.9% |
营业利润率UEZLAB
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | -54.6% | ||
| Q3 25 | 13.4% | -42.3% | ||
| Q2 25 | 53.9% | -50.3% | ||
| Q1 25 | 7.6% | -53.3% | ||
| Q4 24 | 27.6% | -62.6% | ||
| Q3 24 | 8.9% | -66.6% | ||
| Q2 24 | 30.6% | -76.0% |
净利率UEZLAB
| Q1 26 | 17.1% | — | ||
| Q4 25 | 10.4% | — | ||
| Q3 25 | 12.4% | -31.2% | ||
| Q2 25 | 50.8% | -37.3% | ||
| Q1 25 | 6.9% | -45.8% | ||
| Q4 24 | 25.9% | — | ||
| Q3 24 | 8.1% | -40.9% | ||
| Q2 24 | 28.9% | -80.2% |
每股收益（稀释后）UEZLAB
| Q1 26 | $0.18 | — | ||
| Q4 25 | $0.09 | $-0.05 | ||
| Q3 25 | $0.12 | $-0.03 | ||
| Q2 25 | $0.46 | $-0.04 | ||
| Q1 25 | $0.07 | $-0.04 | ||
| Q4 24 | $0.25 | $-0.09 | ||
| Q3 24 | $0.07 | $-0.04 | ||
| Q2 24 | $0.26 | $-0.08 |
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 | $50.0M | $689.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $715.5M |
| 总资产 | $3.4B | $1.2B |
| 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UEZLAB
| Q1 26 | $50.0M | — | ||
| Q4 25 | $48.9M | $689.6M | ||
| Q3 25 | $77.8M | $717.2M | ||
| Q2 25 | $53.0M | $732.2M | ||
| Q1 25 | $48.0M | $757.3M | ||
| Q4 24 | $41.4M | $779.7M | ||
| Q3 24 | $67.9M | $616.1M | ||
| Q2 24 | $78.6M | $630.0M |
股东权益UEZLAB
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $715.5M | ||
| Q3 25 | $1.4B | $759.9M | ||
| Q2 25 | $1.4B | $791.7M | ||
| Q1 25 | $1.4B | $810.8M | ||
| Q4 24 | $1.4B | $840.9M | ||
| Q3 24 | $1.3B | $667.7M | ||
| Q2 24 | $1.3B | $704.2M |
总资产UEZLAB
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.3B | $1.2B | ||
| Q3 25 | $3.3B | $1.2B | ||
| Q2 25 | $3.3B | $1.2B | ||
| Q1 25 | $3.3B | $1.2B | ||
| Q4 24 | $3.3B | $1.2B | ||
| Q3 24 | $3.2B | $985.3M | ||
| Q2 24 | $3.2B | $987.4M |
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 | $39.1M | $-26.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-26.7M |
| 自由现金流率自由现金流/营收 | — | -21.0% |
| 资本支出强度资本支出/营收 | 1.5% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.73× | — |
| 过去12个月自由现金流最近4个季度 | — | $-158.9M |
8季度趋势，按日历期对齐
经营现金流UEZLAB
| Q1 26 | $39.1M | — | ||
| Q4 25 | $182.7M | $-26.0M | ||
| Q3 25 | $55.7M | $-32.0M | ||
| Q2 25 | $43.5M | $-31.0M | ||
| Q1 25 | $32.6M | $-61.7M | ||
| Q4 24 | $153.2M | $-55.8M | ||
| Q3 24 | $36.6M | $-26.8M | ||
| Q2 24 | $41.2M | $-42.2M |
自由现金流UEZLAB
| Q1 26 | — | — | ||
| Q4 25 | $81.8M | $-26.7M | ||
| Q3 25 | $26.1M | $-35.0M | ||
| Q2 25 | $19.6M | $-33.9M | ||
| Q1 25 | $11.9M | $-63.2M | ||
| Q4 24 | $42.5M | $-58.4M | ||
| Q3 24 | $12.2M | $-28.2M | ||
| Q2 24 | $19.9M | $-42.9M |
自由现金流率UEZLAB
| Q1 26 | — | — | ||
| Q4 25 | 68.4% | -21.0% | ||
| Q3 25 | 21.7% | -30.4% | ||
| Q2 25 | 17.2% | -31.1% | ||
| Q1 25 | 10.0% | -59.9% | ||
| Q4 24 | 36.6% | -53.8% | ||
| Q3 24 | 10.8% | -27.7% | ||
| Q2 24 | 18.6% | -42.9% |
资本支出强度UEZLAB
| Q1 26 | 1.5% | — | ||
| Q4 25 | 84.4% | 0.5% | ||
| Q3 25 | 24.6% | 2.6% | ||
| Q2 25 | 20.9% | 2.6% | ||
| Q1 25 | 17.5% | 1.5% | ||
| Q4 24 | 95.1% | 2.4% | ||
| Q3 24 | 21.7% | 1.3% | ||
| Q2 24 | 20.1% | 0.7% |
现金转化率UEZLAB
| Q1 26 | 1.73× | — | ||
| Q4 25 | 14.71× | — | ||
| Q3 25 | 3.73× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 3.97× | — | ||
| Q4 24 | 5.09× | — | ||
| Q3 24 | 4.03× | — | ||
| Q2 24 | 1.34× | — |
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
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
ZLAB
| Zejula | $56.0M | 44% |
| Other | $21.9M | 17% |
| Nuzyra | $16.0M | 13% |
| Optune | $11.9M | 9% |
| XACDURO | $10.7M | 8% |
| Qinlock | $9.7M | 8% |
| AUGTYRO | $836.0K | 1% |
