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雅保（ALB）与Digital Realty（DLR）财务数据对比。点击上方公司名可切换其他公司
Digital Realty的季度营收约是雅保的1.1倍（$1.6B vs $1.4B），Digital Realty净利率更高（6.0% vs -29.0%，领先35.0%），Digital Realty同比增速更快（16.1% vs 15.9%），过去两年Digital Realty的营收复合增速更高（9.8% vs 2.4%）
雅保是全球知名的特种化学品企业，业务覆盖研发、生产与全球销售，下设锂、溴、催化剂三大板块。锂业务线供应碳酸锂、氢氧化锂、氯化锂等锂化合物及相关试剂，产品广泛应用于消费电子、电动汽车锂电池、高性能润滑脂、热塑性弹性体等领域。
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。
ALB vs DLR — 直观对比
营收规模更大
DLR
是对方的1.1倍
$1.4B
营收增速更快
DLR
高出0.2%
15.9%
净利率更高
DLR
高出35.0%
-29.0%
两年增速更快
DLR
近两年复合增速
2.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.6B |
| 净利润 | $-414.2M | $98.6M |
| 毛利率 | 13.9% | — |
| 营业利润率 | -15.2% | 6.9% |
| 净利率 | -29.0% | 6.0% |
| 营收同比 | 15.9% | 16.1% |
| 净利润同比 | -650.1% | -10.3% |
| 每股收益（稀释后） | $-3.88 | $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ALBDLR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.4B | $1.4B |
净利润ALBDLR
| Q1 26 | — | $98.6M | ||
| Q4 25 | $-414.2M | $98.6M | ||
| Q3 25 | $-160.7M | $67.8M | ||
| Q2 25 | $22.9M | $1.0B | ||
| Q1 25 | $41.3M | $110.0M | ||
| Q4 24 | $75.3M | $189.6M | ||
| Q3 24 | $-1.1B | $51.2M | ||
| Q2 24 | $-188.2M | $80.2M |
毛利率ALBDLR
| Q1 26 | — | — | ||
| Q4 25 | 13.9% | — | ||
| Q3 25 | 9.0% | — | ||
| Q2 25 | 14.8% | — | ||
| Q1 25 | 14.5% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | -7.7% | — | ||
| Q2 24 | -0.7% | — |
营业利润率ALBDLR
| Q1 26 | — | 6.9% | ||
| Q4 25 | -15.2% | 6.9% | ||
| Q3 25 | -16.6% | 8.8% | ||
| Q2 25 | 3.6% | 14.2% | ||
| Q1 25 | 1.8% | 13.9% | ||
| Q4 24 | 0.4% | 10.1% | ||
| Q3 24 | -81.9% | 11.8% | ||
| Q2 24 | -34.4% | 0.7% |
净利率ALBDLR
| Q1 26 | — | 6.0% | ||
| Q4 25 | -29.0% | 6.0% | ||
| Q3 25 | -12.3% | 4.3% | ||
| Q2 25 | 1.7% | 69.1% | ||
| Q1 25 | 3.8% | 7.8% | ||
| Q4 24 | 6.1% | 13.2% | ||
| Q3 24 | -78.9% | 3.6% | ||
| Q2 24 | -13.2% | 5.9% |
每股收益（稀释后）ALBDLR
| Q1 26 | — | $0.22 | ||
| Q4 25 | $-3.88 | $0.22 | ||
| Q3 25 | $-1.72 | $0.15 | ||
| Q2 25 | $-0.16 | $2.94 | ||
| Q1 25 | $0.00 | $0.27 | ||
| Q4 24 | $0.29 | $0.50 | ||
| Q3 24 | $-9.45 | $0.09 | ||
| Q2 24 | $-1.96 | $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 | — | $3.5B |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $9.5B | $22.9B |
| 总资产 | $16.4B | $49.4B |
| 负债/权益比越低杠杆越低 | 0.33× | — |
8季度趋势，按日历期对齐
现金及短期投资ALBDLR
| Q1 26 | — | $3.5B | ||
| Q4 25 | — | $3.5B | ||
| Q3 25 | $1.9B | $3.3B | ||
| Q2 25 | $1.8B | $3.6B | ||
| Q1 25 | $1.5B | $2.3B | ||
| Q4 24 | $1.2B | $3.9B | ||
| Q3 24 | $1.7B | $2.2B | ||
| Q2 24 | $1.8B | $2.3B |
总债务ALBDLR
| Q1 26 | — | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.6B | — | ||
| Q2 25 | $3.6B | — | ||
| Q1 25 | $3.5B | — | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.5B | — |
股东权益ALBDLR
| Q1 26 | — | $22.9B | ||
| Q4 25 | $9.5B | $22.9B | ||
| Q3 25 | $10.0B | $23.0B | ||
| Q2 25 | $10.2B | $22.9B | ||
| Q1 25 | $10.0B | $21.3B | ||
| Q4 24 | $10.0B | $21.3B | ||
| Q3 24 | $10.2B | $21.2B | ||
| Q2 24 | $11.2B | $20.5B |
总资产ALBDLR
| Q1 26 | — | $49.4B | ||
| Q4 25 | $16.4B | $49.4B | ||
| Q3 25 | $17.1B | $48.7B | ||
| Q2 25 | $17.3B | $48.7B | ||
| Q1 25 | $17.0B | $45.1B | ||
| Q4 24 | $16.6B | $45.3B | ||
| Q3 24 | $17.5B | $45.3B | ||
| Q2 24 | $18.4B | $43.6B |
负债/权益比ALBDLR
| Q1 26 | — | — | ||
| Q4 25 | 0.33× | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.35× | — | ||
| Q4 24 | 0.35× | — | ||
| Q3 24 | 0.35× | — | ||
| Q2 24 | 0.31× | — |
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 | $388.5M | — |
| 自由现金流经营现金流 - 资本支出 | $233.1M | — |
| 自由现金流率自由现金流/营收 | 16.3% | — |
| 资本支出强度资本支出/营收 | 10.9% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $692.5M | — |
8季度趋势，按日历期对齐
经营现金流ALBDLR
| Q1 26 | — | — | ||
| Q4 25 | $388.5M | $719.0M | ||
| Q3 25 | $355.6M | $652.9M | ||
| Q2 25 | $-7.2M | $641.2M | ||
| Q1 25 | $545.4M | $399.1M | ||
| Q4 24 | $674.0K | $769.5M | ||
| Q3 24 | $240.5M | $566.5M | ||
| Q2 24 | $362.9M | $573.2M |
自由现金流ALBDLR
| Q1 26 | — | — | ||
| Q4 25 | $233.1M | — | ||
| Q3 25 | $223.4M | — | ||
| Q2 25 | $-126.8M | — | ||
| Q1 25 | $362.8M | — | ||
| Q4 24 | $-355.1M | — | ||
| Q3 24 | $-62.6M | — | ||
| Q2 24 | $-84.7M | — |
自由现金流率ALBDLR
| Q1 26 | — | — | ||
| Q4 25 | 16.3% | — | ||
| Q3 25 | 17.1% | — | ||
| Q2 25 | -9.5% | — | ||
| Q1 25 | 33.7% | — | ||
| Q4 24 | -28.8% | — | ||
| Q3 24 | -4.6% | — | ||
| Q2 24 | -5.9% | — |
资本支出强度ALBDLR
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | — | ||
| Q3 25 | 10.1% | — | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 17.0% | — | ||
| Q4 24 | 28.9% | — | ||
| Q3 24 | 22.4% | — | ||
| Q2 24 | 31.3% | — |
现金转化率ALBDLR
| Q1 26 | — | — | ||
| Q4 25 | — | 7.29× | ||
| Q3 25 | — | 9.63× | ||
| Q2 25 | -0.31× | 0.62× | ||
| Q1 25 | 13.19× | 3.63× | ||
| Q4 24 | 0.01× | 4.06× | ||
| Q3 24 | — | 11.07× | ||
| Q2 24 | — | 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
ALB
| Energy Storage | $759.1M | 53% |
| Specialties | $348.9M | 24% |
| Ketjen | $320.1M | 22% |
DLR
暂无分部数据
