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芝商所(CME)与Equinix(EQIX)财务数据对比。点击上方公司名可切换其他公司
Equinix的季度营收约是芝商所的1.3倍($2.4B vs $1.9B),Equinix净利率更高(11.0% vs 0.1%,领先10.9%),芝商所同比增速更快(14.5% vs 8.8%),过去两年芝商所的营收复合增速更高(10.8% vs 5.9%)
芝商所是总部位于美国伊利诺伊州芝加哥的金融服务企业,为全球规模最大的金融衍生品交易所运营商,旗下拥有芝加哥商品交易所、芝加哥期货交易所、纽约商业交易所、纽约商品交易所等交易平台,覆盖农产品、货币、能源等品类交易,同时持有标普道琼斯指数27%的股权。
Equinix是总部位于美国加利福尼亚州雷德伍德城的跨国企业,主营互联网连接服务与数据中心托管业务,旗下数据中心此前常被业内称为“运营商酒店”,2015年1月公司正式转型为房地产投资信托基金(REIT)。
CME vs EQIX — 直观对比
营收规模更大
EQIX
是对方的1.3倍
$1.9B
营收增速更快
CME
高出5.7%
8.8%
净利率更高
EQIX
高出10.9%
0.1%
两年增速更快
CME
近两年复合增速
5.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $2.4B |
| 净利润 | $1.2M | $265.0M |
| 毛利率 | — | 50.5% |
| 营业利润率 | 0.1% | 17.4% |
| 净利率 | 0.1% | 11.0% |
| 营收同比 | 14.5% | 8.8% |
| 净利润同比 | 20.7% | -22.7% |
| 每股收益(稀释后) | — | $2.70 |
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
CME
EQIX
| Q1 26 | $1.9B | $2.4B | ||
| Q4 25 | $1.6B | $2.4B | ||
| Q3 25 | $1.5B | $2.3B | ||
| Q2 25 | $1.7B | $2.3B | ||
| Q1 25 | $1.6B | $2.2B | ||
| Q4 24 | $1.5B | $2.3B | ||
| Q3 24 | $1.6B | $2.2B | ||
| Q2 24 | $1.5B | $2.2B |
净利润
CME
EQIX
| Q1 26 | $1.2M | $265.0M | ||
| Q4 25 | $1.2B | $265.0M | ||
| Q3 25 | $908.0M | $374.0M | ||
| Q2 25 | $1.0B | $368.0M | ||
| Q1 25 | $956.2M | $343.0M | ||
| Q4 24 | $874.6M | $-14.0M | ||
| Q3 24 | $912.8M | $297.0M | ||
| Q2 24 | $883.2M | $301.0M |
毛利率
CME
EQIX
| Q1 26 | — | 50.5% | ||
| Q4 25 | — | 50.5% | ||
| Q3 25 | — | 50.7% | ||
| Q2 25 | — | 52.0% | ||
| Q1 25 | — | 51.3% | ||
| Q4 24 | — | 47.1% | ||
| Q3 24 | — | 50.1% | ||
| Q2 24 | — | 49.9% |
营业利润率
CME
EQIX
| Q1 26 | 0.1% | 17.4% | ||
| Q4 25 | 61.8% | 17.4% | ||
| Q3 25 | 63.3% | 20.5% | ||
| Q2 25 | 66.7% | 21.9% | ||
| Q1 25 | 67.5% | 20.6% | ||
| Q4 24 | 62.1% | 4.6% | ||
| Q3 24 | 64.6% | 19.3% | ||
| Q2 24 | 65.3% | 20.2% |
净利率
CME
EQIX
| Q1 26 | 0.1% | 11.0% | ||
| Q4 25 | 71.7% | 11.0% | ||
| Q3 25 | 59.1% | 16.1% | ||
| Q2 25 | 60.6% | 16.3% | ||
| Q1 25 | 58.2% | 15.4% | ||
| Q4 24 | 57.3% | -0.6% | ||
| Q3 24 | 57.6% | 13.5% | ||
| Q2 24 | 57.6% | 13.9% |
每股收益(稀释后)
CME
EQIX
| Q1 26 | — | $2.70 | ||
| Q4 25 | $3.24 | $2.70 | ||
| Q3 25 | $2.49 | $3.81 | ||
| Q2 25 | $2.81 | $3.75 | ||
| Q1 25 | $2.62 | $3.50 | ||
| Q4 24 | $2.40 | $-0.19 | ||
| Q3 24 | $2.50 | $3.10 | ||
| Q2 24 | $2.42 | $3.16 |
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 | $2.4B | $3.2B |
| 总债务越低越好 | $3.4B | — |
| 股东权益账面价值 | — | $14.2B |
| 总资产 | $202.0B | $40.1B |
| 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
CME
EQIX
| Q1 26 | $2.4B | $3.2B | ||
| Q4 25 | $4.5B | $3.2B | ||
| Q3 25 | $2.6B | $2.9B | ||
| Q2 25 | $2.1B | $4.5B | ||
| Q1 25 | $1.5B | $3.7B | ||
| Q4 24 | $3.0B | $3.6B | ||
| Q3 24 | $2.4B | $3.2B | ||
| Q2 24 | $1.9B | $2.0B |
总债务
CME
EQIX
| Q1 26 | $3.4B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $17.3B | ||
| Q2 25 | — | $18.1B | ||
| Q1 25 | — | $15.9B | ||
| Q4 24 | — | $15.3B | ||
| Q3 24 | — | $15.4B | ||
| Q2 24 | — | $14.5B |
股东权益
CME
EQIX
| Q1 26 | — | $14.2B | ||
| Q4 25 | $28.7B | $14.2B | ||
| Q3 25 | $28.2B | $14.2B | ||
| Q2 25 | $27.7B | $14.1B | ||
| Q1 25 | $27.0B | $13.9B | ||
| Q4 24 | $26.5B | $13.5B | ||
| Q3 24 | $28.2B | $13.6B | ||
| Q2 24 | $27.6B | $12.3B |
总资产
CME
EQIX
| Q1 26 | $202.0B | $40.1B | ||
| Q4 25 | $198.4B | $40.1B | ||
| Q3 25 | $187.1B | $38.1B | ||
| Q2 25 | $179.9B | $38.8B | ||
| Q1 25 | $157.8B | $36.1B | ||
| Q4 24 | $137.4B | $35.1B | ||
| Q3 24 | $137.8B | $35.4B | ||
| Q2 24 | $123.4B | $32.9B |
负债/权益比
CME
EQIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.22× | ||
| Q2 25 | — | 1.28× | ||
| Q1 25 | — | 1.14× | ||
| Q4 24 | — | 1.13× | ||
| Q3 24 | — | 1.13× | ||
| Q2 24 | — | 1.18× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图