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墨西哥国际航空（AERO）与Extra Space Storage（EXR）财务数据对比。点击上方公司名可切换其他公司
墨西哥国际航空的季度营收约是Extra Space Storage的1.7倍（$1.4B vs $856.0M），Extra Space Storage净利率更高（28.2% vs 11.5%，领先16.7%）
墨西哥国际航空集团是墨西哥旗舰航空控股企业，提供国内及国际客货运航空运输服务，航线网络覆盖北美、南美、欧洲及亚洲，服务休闲与商务出行群体，配备现代化民航机队，可满足不同用户的出行需求。
Extra Space Storage是总部位于美国犹他州卡顿伍德高地的房地产投资信托基金，主营自助仓储设施投资运营。旗下运营多个仓储品牌，提供温控仓、可驶入单元、储物柜、船只/房车/企业仓储等服务，截至2024年3月，在全美43个州及华盛顿特区共运营3714处网点。
AERO vs EXR — 直观对比
营收规模更大
AERO
是对方的1.7倍
$856.0M
净利率更高
EXR
高出16.7%
11.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $856.0M |
| 净利润 | $165.0M | $241.0M |
| 毛利率 | — | — |
| 营业利润率 | 21.1% | 42.9% |
| 净利率 | 11.5% | 28.2% |
| 营收同比 | — | 4.4% |
| 净利润同比 | — | -11.0% |
| 每股收益（稀释后） | — | $1.14 |
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AEROEXR
| Q1 26 | — | $856.0M | ||
| Q4 25 | $1.4B | $857.5M | ||
| Q3 25 | — | $858.5M | ||
| Q2 25 | — | $841.6M | ||
| Q1 25 | — | $820.0M | ||
| Q4 24 | — | $821.9M | ||
| Q3 24 | — | $824.8M | ||
| Q2 24 | — | $810.7M |
净利润AEROEXR
| Q1 26 | — | $241.0M | ||
| Q4 25 | $165.0M | $287.4M | ||
| Q3 25 | — | $166.0M | ||
| Q2 25 | — | $249.7M | ||
| Q1 25 | — | $270.9M | ||
| Q4 24 | — | $262.5M | ||
| Q3 24 | — | $193.2M | ||
| Q2 24 | — | $185.9M |
毛利率AEROEXR
| Q1 26 | — | — | ||
| Q4 25 | — | 73.0% | ||
| Q3 25 | — | 72.6% | ||
| Q2 25 | — | 73.0% | ||
| Q1 25 | — | 72.7% | ||
| Q4 24 | — | 73.1% | ||
| Q3 24 | — | 74.7% | ||
| Q2 24 | — | 75.7% |
营业利润率AEROEXR
| Q1 26 | — | 42.9% | ||
| Q4 25 | 21.1% | 43.3% | ||
| Q3 25 | — | 32.5% | ||
| Q2 25 | — | 44.4% | ||
| Q1 25 | — | 47.4% | ||
| Q4 24 | — | 46.2% | ||
| Q3 24 | — | 36.7% | ||
| Q2 24 | — | 37.6% |
净利率AEROEXR
| Q1 26 | — | 28.2% | ||
| Q4 25 | 11.5% | 33.5% | ||
| Q3 25 | — | 19.3% | ||
| Q2 25 | — | 29.7% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 31.9% | ||
| Q3 24 | — | 23.4% | ||
| Q2 24 | — | 22.9% |
每股收益（稀释后）AEROEXR
| Q1 26 | — | $1.14 | ||
| Q4 25 | — | $1.35 | ||
| Q3 25 | — | $0.78 | ||
| Q2 25 | — | $1.18 | ||
| Q1 25 | — | $1.28 | ||
| Q4 24 | — | $1.23 | ||
| Q3 24 | — | $0.91 | ||
| Q2 24 | — | $0.88 |
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 | — | $139.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | — |
| 总资产 | — | $29.1B |
| 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AEROEXR
| Q1 26 | — | $139.0M | ||
| Q4 25 | — | $138.9M | ||
| Q3 25 | — | $111.9M | ||
| Q2 25 | — | $125.0M | ||
| Q1 25 | — | $119.6M | ||
| Q4 24 | — | $138.2M | ||
| Q3 24 | — | $88.9M | ||
| Q2 24 | — | $77.0M |
股东权益AEROEXR
| Q1 26 | — | — | ||
| Q4 25 | — | $13.4B | ||
| Q3 25 | — | $13.6B | ||
| Q2 25 | — | $13.8B | ||
| Q1 25 | — | $13.9B | ||
| Q4 24 | — | $13.9B | ||
| Q3 24 | — | $14.0B | ||
| Q2 24 | — | $14.2B |
总资产AEROEXR
| Q1 26 | — | $29.1B | ||
| Q4 25 | — | $29.3B | ||
| Q3 25 | — | $29.2B | ||
| Q2 25 | — | $29.4B | ||
| Q1 25 | — | $29.0B | ||
| Q4 24 | — | $28.8B | ||
| Q3 24 | — | $28.1B | ||
| Q2 24 | — | $27.8B |
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
AERO
| Passenger | $1.3B | 91% |
| Air Cargo | $82.0M | 6% |
| Other | $52.0M | 4% |
EXR
| Property rental | $733.2M | 86% |
| Tenant reinsurance | $89.1M | 10% |
| Management fees and other income | $33.7M | 4% |
