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Alexandria Real Estate Equities（ARE）与Rackspace Technology, Inc.（RXT）财务数据对比。点击上方公司名可切换其他公司
Rackspace Technology, Inc.的季度营收约是Alexandria Real Estate Equities的1.0倍（$682.8M vs $671.0M），Alexandria Real Estate Equities净利率更高（59.4% vs -4.8%，领先64.2%），Rackspace Technology, Inc.同比增速更快（-0.4% vs -11.5%），过去两年Rackspace Technology, Inc.的营收复合增速更高（-0.6% vs -6.4%）
Alexandria Real Estate Equities（NYSE:ARE）是标普500成分股中的城市办公类房地产投资信托，作为业内首创、运营经验最丰富的先行企业，专注于在顶级创新集群区域开发、运营生命科学、科技及农业科技协作型产业园区。截至2020年12月末，公司总市值达319亿美元，北美地区资产总面积达4970万平方英尺。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
ARE vs RXT — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $671.0M | $682.8M |
| 净利润 | $398.4M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | — | -0.5% |
| 净利率 | 59.4% | -4.8% |
| 营收同比 | -11.5% | -0.4% |
| 净利润同比 | 740.6% | 41.6% |
| 每股收益（稀释后） | $2.10 | $-0.13 |
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
| Q1 26 | $671.0M | — | ||
| Q4 25 | $754.4M | $682.8M | ||
| Q3 25 | $751.9M | $671.2M | ||
| Q2 25 | $762.0M | $666.3M | ||
| Q1 25 | $758.2M | $665.4M | ||
| Q4 24 | $788.9M | $685.6M | ||
| Q3 24 | $791.6M | $675.8M | ||
| Q2 24 | $766.7M | $684.9M |
| Q1 26 | $398.4M | — | ||
| Q4 25 | $-1.1B | $-32.7M | ||
| Q3 25 | $-232.8M | $-67.1M | ||
| Q2 25 | $-107.0M | $-54.5M | ||
| Q1 25 | $-8.9M | $-71.5M | ||
| Q4 24 | $-62.2M | $-56.0M | ||
| Q3 24 | $167.9M | $-186.6M | ||
| Q2 24 | $46.7M | $25.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 19.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 19.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | -0.5% | ||
| Q3 25 | — | -5.1% | ||
| Q2 25 | — | -3.8% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | — | -4.2% | ||
| Q3 24 | — | -25.7% | ||
| Q2 24 | — | -7.9% |
| Q1 26 | 59.4% | — | ||
| Q4 25 | -143.3% | -4.8% | ||
| Q3 25 | -31.0% | -10.0% | ||
| Q2 25 | -14.0% | -8.2% | ||
| Q1 25 | -1.2% | -10.7% | ||
| Q4 24 | -7.9% | -8.2% | ||
| Q3 24 | 21.2% | -27.6% | ||
| Q2 24 | 6.1% | 3.7% |
| Q1 26 | $2.10 | — | ||
| Q4 25 | $-6.35 | $-0.13 | ||
| Q3 25 | $-1.38 | $-0.28 | ||
| Q2 25 | $-0.64 | $-0.23 | ||
| Q1 25 | $-0.07 | $-0.31 | ||
| Q4 24 | $-0.38 | $-0.20 | ||
| Q3 24 | $0.96 | $-0.82 | ||
| Q2 24 | $0.25 | $0.11 |
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 | $418.7M | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $19.4B | $-1.2B |
| 总资产 | $34.2B | $2.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $418.7M | — | ||
| Q4 25 | $549.1M | $105.8M | ||
| Q3 25 | $579.5M | $99.5M | ||
| Q2 25 | $520.5M | $103.9M | ||
| Q1 25 | $476.4M | $128.0M | ||
| Q4 24 | $552.1M | $144.0M | ||
| Q3 24 | $562.6M | $157.1M | ||
| Q2 24 | $561.0M | $190.2M |
| Q1 26 | — | — | ||
| Q4 25 | $12.4B | $2.7B | ||
| Q3 25 | $13.6B | $2.8B | ||
| Q2 25 | $13.3B | $2.8B | ||
| Q1 25 | $13.1B | $2.8B | ||
| Q4 24 | $12.2B | $2.8B | ||
| Q3 24 | $12.7B | $2.8B | ||
| Q2 24 | $12.4B | $2.9B |
| Q1 26 | $19.4B | — | ||
| Q4 25 | $15.5B | $-1.2B | ||
| Q3 25 | $16.6B | $-1.2B | ||
| Q2 25 | $17.2B | $-1.1B | ||
| Q1 25 | $17.5B | $-1.1B | ||
| Q4 24 | $17.9B | $-1.0B | ||
| Q3 24 | $18.2B | $-949.7M | ||
| Q2 24 | $18.3B | $-756.2M |
| Q1 26 | $34.2B | — | ||
| Q4 25 | $34.1B | $2.8B | ||
| Q3 25 | $37.4B | $2.8B | ||
| Q2 25 | $37.6B | $2.9B | ||
| Q1 25 | $37.6B | $3.0B | ||
| Q4 24 | $37.5B | $3.1B | ||
| Q3 24 | $38.5B | $3.1B | ||
| Q2 24 | $37.8B | $3.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.68× | — |
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 | $475.0M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | — | $56.0M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | 76.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.19× | — |
| 过去12个月自由现金流最近4个季度 | — | $90.6M |
8季度趋势，按日历期对齐
| Q1 26 | $475.0M | — | ||
| Q4 25 | $312.4M | $59.7M | ||
| Q3 25 | $433.5M | $70.7M | ||
| Q2 25 | $460.2M | $8.4M | ||
| Q1 25 | $207.9M | $12.6M | ||
| Q4 24 | $274.2M | $54.3M | ||
| Q3 24 | $477.4M | $51.8M | ||
| Q2 24 | $411.8M | $24.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $56.0M | ||
| Q3 25 | — | $42.7M | ||
| Q2 25 | — | $-12.4M | ||
| Q1 25 | — | $4.3M | ||
| Q4 24 | — | $34.4M | ||
| Q3 24 | — | $27.3M | ||
| Q2 24 | — | $-14.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | -1.9% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | -2.1% |
| Q1 26 | 76.0% | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 5.6% |
| Q1 26 | 1.19× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.84× | — | ||
| Q2 24 | 8.82× | 0.96× |
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
ARE
| Same properties | $431.4M | 64% |
| Tenant recoveries | $178.2M | 27% |
| Non-same properties | $43.3M | 6% |
| Other | $18.0M | 3% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
