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ABM INDUSTRIES INC(ABM)与Digital Realty(DLR)财务数据对比。点击上方公司名可切换其他公司
ABM INDUSTRIES INC的季度营收约是Digital Realty的1.4倍($2.3B vs $1.6B),Digital Realty净利率更高(6.0% vs 1.5%,领先4.5%),Digital Realty同比增速更快(16.1% vs 5.4%),过去两年Digital Realty的营收复合增速更高(9.8% vs 5.3%)
ABM工业是美国知名的设施管理服务商,1909年由莫里斯·罗森伯格在加利福尼亚州旧金山创立。其业务覆盖电气、照明、能源管理、设施工程、电气化、暖通空调、机电运维、保洁、景观养护、停车场管理、交通配套等多元设施服务领域,为各类客户提供一体化的场地运营解决方案。
Digital Realty是一家全球知名的不动产投资信托企业,核心业务涵盖全球各地运营商中立数据中心的持有、运营与投资,可为客户提供数据中心部署、主机托管、网络互联等多元专业服务,能够满足不同企业对算力基础设施、数据存储及网络连接的多样化需求。
ABM vs DLR — 直观对比
营收规模更大
ABM
是对方的1.4倍
$1.6B
营收增速更快
DLR
高出10.7%
5.4%
净利率更高
DLR
高出4.5%
1.5%
两年增速更快
DLR
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.3B | $1.6B |
| 净利润 | $34.8M | $98.6M |
| 毛利率 | 11.8% | — |
| 营业利润率 | 3.0% | 6.9% |
| 净利率 | 1.5% | 6.0% |
| 营收同比 | 5.4% | 16.1% |
| 净利润同比 | 394.9% | -10.3% |
| 每股收益(稀释后) | $0.56 | $0.22 |
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
ABM
DLR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.3B | $1.6B | ||
| Q3 25 | $2.2B | $1.6B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.2B | $1.4B | ||
| Q3 24 | $2.1B | $1.4B | ||
| Q2 24 | $2.0B | $1.4B |
净利润
ABM
DLR
| Q1 26 | — | $98.6M | ||
| Q4 25 | $34.8M | $98.6M | ||
| Q3 25 | $41.8M | $67.8M | ||
| Q2 25 | $42.2M | $1.0B | ||
| Q1 25 | $43.6M | $110.0M | ||
| Q4 24 | $-11.8M | $189.6M | ||
| Q3 24 | $4.7M | $51.2M | ||
| Q2 24 | $43.8M | $80.2M |
毛利率
ABM
DLR
| Q1 26 | — | — | ||
| Q4 25 | 11.8% | — | ||
| Q3 25 | 12.3% | — | ||
| Q2 25 | 12.8% | — | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 12.5% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 12.6% | — |
营业利润率
ABM
DLR
| Q1 26 | — | 6.9% | ||
| Q4 25 | 3.0% | 6.9% | ||
| Q3 25 | 3.8% | 8.8% | ||
| Q2 25 | 3.9% | 14.2% | ||
| Q1 25 | 3.7% | 13.9% | ||
| Q4 24 | 0.9% | 10.1% | ||
| Q3 24 | 1.8% | 11.8% | ||
| Q2 24 | 4.0% | 0.7% |
净利率
ABM
DLR
| Q1 26 | — | 6.0% | ||
| Q4 25 | 1.5% | 6.0% | ||
| Q3 25 | 1.9% | 4.3% | ||
| Q2 25 | 2.0% | 69.1% | ||
| Q1 25 | 2.1% | 7.8% | ||
| Q4 24 | -0.5% | 13.2% | ||
| Q3 24 | 0.2% | 3.6% | ||
| Q2 24 | 2.2% | 5.9% |
每股收益(稀释后)
ABM
DLR
| Q1 26 | — | $0.22 | ||
| Q4 25 | $0.56 | $0.22 | ||
| Q3 25 | $0.67 | $0.15 | ||
| Q2 25 | $0.67 | $2.94 | ||
| Q1 25 | $0.69 | $0.27 | ||
| Q4 24 | $-0.18 | $0.50 | ||
| Q3 24 | $0.07 | $0.09 | ||
| Q2 24 | $0.69 | $0.20 |
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 | $104.1M | $3.5B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.8B | $22.9B |
| 总资产 | $5.3B | $49.4B |
| 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
ABM
DLR
| Q1 26 | — | $3.5B | ||
| Q4 25 | $104.1M | $3.5B | ||
| Q3 25 | $69.3M | $3.3B | ||
| Q2 25 | $58.7M | $3.6B | ||
| Q1 25 | $59.0M | $2.3B | ||
| Q4 24 | $64.6M | $3.9B | ||
| Q3 24 | $86.3M | $2.2B | ||
| Q2 24 | $60.7M | $2.3B |
股东权益
ABM
DLR
| Q1 26 | — | $22.9B | ||
| Q4 25 | $1.8B | $22.9B | ||
| Q3 25 | $1.8B | $23.0B | ||
| Q2 25 | $1.8B | $22.9B | ||
| Q1 25 | $1.8B | $21.3B | ||
| Q4 24 | $1.8B | $21.3B | ||
| Q3 24 | $1.8B | $21.2B | ||
| Q2 24 | $1.8B | $20.5B |
总资产
ABM
DLR
| Q1 26 | — | $49.4B | ||
| Q4 25 | $5.3B | $49.4B | ||
| Q3 25 | $5.3B | $48.7B | ||
| Q2 25 | $5.3B | $48.7B | ||
| Q1 25 | $5.2B | $45.1B | ||
| Q4 24 | $5.1B | $45.3B | ||
| Q3 24 | $5.0B | $45.3B | ||
| Q2 24 | $4.9B | $43.6B |
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 | $133.4M | — |
| 自由现金流经营现金流 - 资本支出 | $112.7M | — |
| 自由现金流率自由现金流/营收 | 4.9% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 3.83× | — |
| 过去12个月自由现金流最近4个季度 | $155.1M | — |
8季度趋势,按日历期对齐
经营现金流
ABM
DLR
| Q1 26 | — | — | ||
| Q4 25 | $133.4M | $719.0M | ||
| Q3 25 | $174.9M | $652.9M | ||
| Q2 25 | $32.3M | $641.2M | ||
| Q1 25 | $-106.2M | $399.1M | ||
| Q4 24 | $30.4M | $769.5M | ||
| Q3 24 | $79.4M | $566.5M | ||
| Q2 24 | $117.0M | $573.2M |
自由现金流
ABM
DLR
| Q1 26 | — | — | ||
| Q4 25 | $112.7M | — | ||
| Q3 25 | $150.1M | — | ||
| Q2 25 | $15.2M | — | ||
| Q1 25 | $-122.9M | — | ||
| Q4 24 | $15.6M | — | ||
| Q3 24 | $63.9M | — | ||
| Q2 24 | $101.5M | — |
自由现金流率
ABM
DLR
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | -5.8% | — | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 3.1% | — | ||
| Q2 24 | 5.0% | — |
资本支出强度
ABM
DLR
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.8% | — |
现金转化率
ABM
DLR
| Q1 26 | — | — | ||
| Q4 25 | 3.83× | 7.29× | ||
| Q3 25 | 4.18× | 9.63× | ||
| Q2 25 | 0.77× | 0.62× | ||
| Q1 25 | -2.44× | 3.63× | ||
| Q4 24 | — | 4.06× | ||
| Q3 24 | 16.89× | 11.07× | ||
| Q2 24 | 2.67× | 7.15× |
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
ABM
| Facility Service Line Janitorial | $729.5M | 32% |
| Technical Solutions | $298.6M | 13% |
| Aviation | $296.7M | 13% |
| Education | $233.8M | 10% |
| Engineering And Infrastructure Service Line | $211.3M | 9% |
| Engineering And Infrastructure Service Line Operations And Maintenance | $207.2M | 9% |
| Facility Service Line Aviation Services | $134.4M | 6% |
| Facility Service Line Parking And Transportation | $108.0M | 5% |
| Management Reimbursement Revenue | $86.9M | 4% |
DLR
暂无分部数据