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COHERENT CORP.（COHR）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
COHERENT CORP.的季度营收约是Extra Space Storage的2.0倍（$1.7B vs $856.0M），Extra Space Storage净利率更高（28.2% vs 8.7%，领先19.4%），COHERENT CORP.同比增速更快（17.5% vs 4.4%），过去两年COHERENT CORP.的营收复合增速更高（18.1% vs 2.8%）
Coherent Corp.是美国专业光学材料与半导体生产商，2023年全球员工规模达26622人。2022年原II-VI公司收购激光制造商Coherent, Inc.后更名为现名，产品广泛应用于通信、工业、医疗等众多领域。
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。
COHR vs EXR — 直观对比
营收规模更大
COHR
是对方的2.0倍
$856.0M
营收增速更快
COHR
高出13.1%
4.4%
净利率更高
EXR
高出19.4%
8.7%
两年增速更快
COHR
近两年复合增速
2.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $856.0M |
| 净利润 | $146.7M | $241.0M |
| 毛利率 | 36.9% | — |
| 营业利润率 | 10.0% | 42.9% |
| 净利率 | 8.7% | 28.2% |
| 营收同比 | 17.5% | 4.4% |
| 净利润同比 | 41.9% | -11.0% |
| 每股收益（稀释后） | $0.76 | $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COHREXR
| Q1 26 | — | $856.0M | ||
| Q4 25 | $1.7B | $857.5M | ||
| Q3 25 | $1.6B | $858.5M | ||
| Q2 25 | $1.5B | $841.6M | ||
| Q1 25 | $1.5B | $820.0M | ||
| Q4 24 | $1.4B | $821.9M | ||
| Q3 24 | $1.3B | $824.8M | ||
| Q2 24 | $1.3B | $810.7M |
净利润COHREXR
| Q1 26 | — | $241.0M | ||
| Q4 25 | $146.7M | $287.4M | ||
| Q3 25 | $226.3M | $166.0M | ||
| Q2 25 | $-95.6M | $249.7M | ||
| Q1 25 | $15.7M | $270.9M | ||
| Q4 24 | $103.4M | $262.5M | ||
| Q3 24 | $25.9M | $193.2M | ||
| Q2 24 | $-48.4M | $185.9M |
毛利率COHREXR
| Q1 26 | — | — | ||
| Q4 25 | 36.9% | 73.0% | ||
| Q3 25 | 36.6% | 72.6% | ||
| Q2 25 | 35.7% | 73.0% | ||
| Q1 25 | 35.2% | 72.7% | ||
| Q4 24 | 35.5% | 73.1% | ||
| Q3 24 | 34.1% | 74.7% | ||
| Q2 24 | 32.9% | 75.7% |
营业利润率COHREXR
| Q1 26 | — | 42.9% | ||
| Q4 25 | 10.0% | 43.3% | ||
| Q3 25 | 13.7% | 32.5% | ||
| Q2 25 | -4.1% | 44.4% | ||
| Q1 25 | 0.7% | 47.4% | ||
| Q4 24 | 9.0% | 46.2% | ||
| Q3 24 | 1.4% | 36.7% | ||
| Q2 24 | 4.8% | 37.6% |
净利率COHREXR
| Q1 26 | — | 28.2% | ||
| Q4 25 | 8.7% | 33.5% | ||
| Q3 25 | 14.3% | 19.3% | ||
| Q2 25 | -6.3% | 29.7% | ||
| Q1 25 | 1.0% | 33.0% | ||
| Q4 24 | 7.2% | 31.9% | ||
| Q3 24 | 1.9% | 23.4% | ||
| Q2 24 | -3.7% | 22.9% |
每股收益（稀释后）COHREXR
| Q1 26 | — | $1.14 | ||
| Q4 25 | $0.76 | $1.35 | ||
| Q3 25 | $1.19 | $0.78 | ||
| Q2 25 | $-0.81 | $1.18 | ||
| Q1 25 | $-0.11 | $1.28 | ||
| Q4 24 | $0.44 | $1.23 | ||
| Q3 24 | $-0.04 | $0.91 | ||
| Q2 24 | $-0.52 | $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 | $863.7M | $139.0M |
| 总债务越低越好 | $3.4B | — |
| 股东权益账面价值 | $8.5B | — |
| 总资产 | $15.1B | $29.1B |
| 负债/权益比越低杠杆越低 | 0.39× | — |
8季度趋势，按日历期对齐
现金及短期投资COHREXR
| Q1 26 | — | $139.0M | ||
| Q4 25 | $863.7M | $138.9M | ||
| Q3 25 | $852.8M | $111.9M | ||
| Q2 25 | $909.2M | $125.0M | ||
| Q1 25 | $890.3M | $119.6M | ||
| Q4 24 | $917.8M | $138.2M | ||
| Q3 24 | $1.0B | $88.9M | ||
| Q2 24 | $926.0M | $77.0M |
总债务COHREXR
| Q1 26 | — | — | ||
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.9B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $4.1B | — |
股东权益COHREXR
| Q1 26 | — | — | ||
| Q4 25 | $8.5B | $13.4B | ||
| Q3 25 | $5.8B | $13.6B | ||
| Q2 25 | $5.6B | $13.8B | ||
| Q1 25 | $5.4B | $13.9B | ||
| Q4 24 | $5.2B | $13.9B | ||
| Q3 24 | $5.5B | $14.0B | ||
| Q2 24 | $5.2B | $14.2B |
总资产COHREXR
| Q1 26 | — | $29.1B | ||
| Q4 25 | $15.1B | $29.3B | ||
| Q3 25 | $14.7B | $29.2B | ||
| Q2 25 | $14.9B | $29.4B | ||
| Q1 25 | $14.4B | $29.0B | ||
| Q4 24 | $14.2B | $28.8B | ||
| Q3 24 | $14.7B | $28.1B | ||
| Q2 24 | $14.5B | $27.8B |
负债/权益比COHREXR
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.65× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 0.73× | — | ||
| Q2 24 | 0.79× | — |
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 | $57.9M | — |
| 自由现金流经营现金流 - 资本支出 | $-95.7M | — |
| 自由现金流率自由现金流/营收 | -5.7% | — |
| 资本支出强度资本支出/营收 | 9.1% | — |
| 现金转化率经营现金流/净利润 | 0.39× | — |
| 过去12个月自由现金流最近4个季度 | $-103.6M | — |
8季度趋势，按日历期对齐
经营现金流COHREXR
| Q1 26 | — | — | ||
| Q4 25 | $57.9M | $1.9B | ||
| Q3 25 | $46.0M | $457.1M | ||
| Q2 25 | $130.3M | $543.9M | ||
| Q1 25 | $163.0M | $481.4M | ||
| Q4 24 | $187.4M | $1.9B | ||
| Q3 24 | $153.0M | $468.4M | ||
| Q2 24 | $162.3M | $545.2M |
自由现金流COHREXR
| Q1 26 | — | — | ||
| Q4 25 | $-95.7M | $1.6B | ||
| Q3 25 | $-58.0M | $444.2M | ||
| Q2 25 | $-1.1M | $382.1M | ||
| Q1 25 | $51.1M | $345.4M | ||
| Q4 24 | $81.7M | $1.6B | ||
| Q3 24 | $61.0M | $310.1M | ||
| Q2 24 | $62.4M | $517.6M |
自由现金流率COHREXR
| Q1 26 | — | — | ||
| Q4 25 | -5.7% | 186.5% | ||
| Q3 25 | -3.7% | 51.7% | ||
| Q2 25 | -0.1% | 45.4% | ||
| Q1 25 | 3.4% | 42.1% | ||
| Q4 24 | 5.7% | 198.2% | ||
| Q3 24 | 4.5% | 37.6% | ||
| Q2 24 | 4.7% | 63.8% |
资本支出强度COHREXR
| Q1 26 | — | — | ||
| Q4 25 | 9.1% | 29.3% | ||
| Q3 25 | 6.6% | 1.5% | ||
| Q2 25 | 8.6% | 19.2% | ||
| Q1 25 | 7.5% | 16.6% | ||
| Q4 24 | 7.4% | 31.4% | ||
| Q3 24 | 6.8% | 19.2% | ||
| Q2 24 | 7.6% | 3.4% |
现金转化率COHREXR
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 6.44× | ||
| Q3 25 | 0.20× | 2.75× | ||
| Q2 25 | — | 2.18× | ||
| Q1 25 | 10.37× | 1.78× | ||
| Q4 24 | 1.81× | 7.19× | ||
| Q3 24 | 5.91× | 2.42× | ||
| Q2 24 | — | 2.93× |
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
COHR
| Datacenter And Communications Segment | $1.2B | 72% |
| Industrial Segment | $477.7M | 28% |
EXR
| Property rental | $733.2M | 86% |
| Tenant reinsurance | $89.1M | 10% |
| Management fees and other income | $33.7M | 4% |
