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Ubiquiti Inc.（UI）与W. P. Carey Inc.（WPC）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是W. P. Carey Inc.的1.8倍（$814.9M vs $444.5M），W. P. Carey Inc.净利率更高（33.4% vs 28.7%，领先4.7%），Ubiquiti Inc.同比增速更快（35.8% vs 9.4%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% vs 6.8%）
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
W.P.凯里是一家房地产投资信托企业，主打投资以三净租赁模式租予单一租户的物业。公司注册地位于美国马里兰州，核心办公地点设在纽约市，深耕商业地产投资领域，拥有成熟的运营经验与优质的项目资源。
UI vs WPC — 直观对比
营收规模更大
UI
是对方的1.8倍
$444.5M
营收增速更快
UI
高出26.4%
9.4%
净利率更高
WPC
高出4.7%
28.7%
两年增速更快
UI
近两年复合增速
6.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $814.9M | $444.5M |
| 净利润 | $233.6M | $148.3M |
| 毛利率 | 45.9% | — |
| 营业利润率 | 35.9% | 34.5% |
| 净利率 | 28.7% | 33.4% |
| 营收同比 | 35.8% | 9.4% |
| 净利润同比 | 70.8% | 215.4% |
| 每股收益（稀释后） | $3.86 | — |
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UIWPC
| Q4 25 | $814.9M | $444.5M | ||
| Q3 25 | $733.8M | $431.3M | ||
| Q2 25 | $759.2M | $430.8M | ||
| Q1 25 | $664.2M | $409.9M | ||
| Q4 24 | $599.9M | $406.2M | ||
| Q3 24 | $550.3M | $397.4M | ||
| Q2 24 | $507.5M | $389.7M | ||
| Q1 24 | $493.0M | $389.8M |
净利润UIWPC
| Q4 25 | $233.6M | $148.3M | ||
| Q3 25 | $207.9M | $141.0M | ||
| Q2 25 | $266.7M | $51.2M | ||
| Q1 25 | $180.4M | $125.8M | ||
| Q4 24 | $136.8M | $47.0M | ||
| Q3 24 | $128.0M | $111.7M | ||
| Q2 24 | $103.8M | $142.9M | ||
| Q1 24 | $76.3M | $159.2M |
毛利率UIWPC
| Q4 25 | 45.9% | — | ||
| Q3 25 | 46.0% | — | ||
| Q2 25 | 45.1% | — | ||
| Q1 25 | 44.5% | — | ||
| Q4 24 | 41.2% | — | ||
| Q3 24 | 42.1% | — | ||
| Q2 24 | 40.2% | — | ||
| Q1 24 | 35.3% | — |
营业利润率UIWPC
| Q4 25 | 35.9% | 34.5% | ||
| Q3 25 | 35.7% | 34.7% | ||
| Q2 25 | 34.4% | 15.0% | ||
| Q1 25 | 34.2% | 33.5% | ||
| Q4 24 | 29.8% | 13.5% | ||
| Q3 24 | 30.7% | 30.4% | ||
| Q2 24 | 27.3% | 38.3% | ||
| Q1 24 | 22.6% | 43.0% |
净利率UIWPC
| Q4 25 | 28.7% | 33.4% | ||
| Q3 25 | 28.3% | 32.7% | ||
| Q2 25 | 35.1% | 11.9% | ||
| Q1 25 | 27.2% | 30.7% | ||
| Q4 24 | 22.8% | 11.6% | ||
| Q3 24 | 23.3% | 28.1% | ||
| Q2 24 | 20.5% | 36.7% | ||
| Q1 24 | 15.5% | 40.8% |
每股收益（稀释后）UIWPC
| Q4 25 | $3.86 | — | ||
| Q3 25 | $3.43 | — | ||
| Q2 25 | $4.40 | — | ||
| Q1 25 | $2.98 | — | ||
| Q4 24 | $2.26 | — | ||
| Q3 24 | $2.12 | — | ||
| Q2 24 | $1.72 | — | ||
| Q1 24 | $1.26 | — |
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 | $302.8M | $155.3M |
| 总债务越低越好 | $47.5M | $8.7B |
| 股东权益账面价值 | $1.0B | $8.1B |
| 总资产 | $1.6B | $18.0B |
| 负债/权益比越低杠杆越低 | 0.05× | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资UIWPC
| Q4 25 | $302.8M | $155.3M | ||
| Q3 25 | $177.2M | $249.0M | ||
| Q2 25 | $149.7M | $244.8M | ||
| Q1 25 | $151.0M | $187.8M | ||
| Q4 24 | $133.1M | $640.4M | ||
| Q3 24 | $165.2M | $818.2M | ||
| Q2 24 | $126.3M | $1.1B | ||
| Q1 24 | $102.5M | $777.0M |
总债务UIWPC
| Q4 25 | $47.5M | $8.7B | ||
| Q3 25 | $133.8M | $8.7B | ||
| Q2 25 | $250.0M | $8.6B | ||
| Q1 25 | $340.0M | $7.9B | ||
| Q4 24 | $406.3M | $8.0B | ||
| Q3 24 | $552.5M | $8.0B | ||
| Q2 24 | $708.1M | $8.1B | ||
| Q1 24 | $877.5M | $7.9B |
股东权益UIWPC
| Q4 25 | $1.0B | $8.1B | ||
| Q3 25 | $828.4M | $8.2B | ||
| Q2 25 | $668.3M | $8.2B | ||
| Q1 25 | $436.1M | $8.4B | ||
| Q4 24 | $290.4M | $8.4B | ||
| Q3 24 | $188.1M | $8.6B | ||
| Q2 24 | $95.1M | $8.6B | ||
| Q1 24 | $25.9M | $8.7B |
总资产UIWPC
| Q4 25 | $1.6B | $18.0B | ||
| Q3 25 | $1.5B | $18.0B | ||
| Q2 25 | $1.5B | $18.0B | ||
| Q1 25 | $1.3B | $17.3B | ||
| Q4 24 | $1.2B | $17.5B | ||
| Q3 24 | $1.2B | $17.6B | ||
| Q2 24 | $1.2B | $17.8B | ||
| Q1 24 | $1.2B | $17.6B |
负债/权益比UIWPC
| Q4 25 | 0.05× | 1.07× | ||
| Q3 25 | 0.16× | 1.06× | ||
| Q2 25 | 0.37× | 1.05× | ||
| Q1 25 | 0.78× | 0.94× | ||
| Q4 24 | 1.40× | 0.95× | ||
| Q3 24 | 2.94× | 0.93× | ||
| Q2 24 | 7.45× | 0.94× | ||
| Q1 24 | 33.92× | 0.91× |
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 | $263.9M | $304.6M |
| 自由现金流经营现金流 - 资本支出 | $260.3M | — |
| 自由现金流率自由现金流/营收 | 31.9% | — |
| 资本支出强度资本支出/营收 | 0.4% | — |
| 现金转化率经营现金流/净利润 | 1.13× | 2.05× |
| 过去12个月自由现金流最近4个季度 | $699.5M | — |
8季度趋势，按日历期对齐
经营现金流UIWPC
| Q4 25 | $263.9M | $304.6M | ||
| Q3 25 | $198.5M | $300.5M | ||
| Q2 25 | $130.4M | $404.0M | ||
| Q1 25 | $123.6M | $273.2M | ||
| Q4 24 | $152.4M | $296.3M | ||
| Q3 24 | $233.7M | $280.2M | ||
| Q2 24 | $231.4M | $221.0M | ||
| Q1 24 | $163.9M | $1.0B |
自由现金流UIWPC
| Q4 25 | $260.3M | — | ||
| Q3 25 | $193.3M | — | ||
| Q2 25 | $125.2M | — | ||
| Q1 25 | $120.7M | — | ||
| Q4 24 | $150.4M | — | ||
| Q3 24 | $231.1M | — | ||
| Q2 24 | $229.5M | — | ||
| Q1 24 | $160.6M | — |
自由现金流率UIWPC
| Q4 25 | 31.9% | — | ||
| Q3 25 | 26.3% | — | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 18.2% | — | ||
| Q4 24 | 25.1% | — | ||
| Q3 24 | 42.0% | — | ||
| Q2 24 | 45.2% | — | ||
| Q1 24 | 32.6% | — |
资本支出强度UIWPC
| Q4 25 | 0.4% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.4% | — | ||
| Q1 24 | 0.7% | — |
现金转化率UIWPC
| Q4 25 | 1.13× | 2.05× | ||
| Q3 25 | 0.95× | 2.13× | ||
| Q2 25 | 0.49× | 7.89× | ||
| Q1 25 | 0.68× | 2.17× | ||
| Q4 24 | 1.11× | 6.30× | ||
| Q3 24 | 1.83× | 2.51× | ||
| Q2 24 | 2.23× | 1.55× | ||
| Q1 24 | 2.15× | 6.50× |
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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
WPC
暂无分部数据
