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CubeSmart（CUBE）与UiPath, Inc.（PATH）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是CubeSmart的1.5倍（$411.1M vs $281.9M），UiPath, Inc.净利率更高（48.4% vs 29.4%，领先19.0%），UiPath, Inc.同比增速更快（15.9% vs 3.3%），过去两年CubeSmart的营收复合增速更高（2.9% vs 0.7%）
CubeSmart是一家专注于投资自助仓储设施的美国房地产投资信托，为美国第三大自助仓储运营商。截至2024年12月31日，公司在全美25个州及哥伦比亚特区共持有631座自助仓储物业，可出租总面积达4580万平方英尺。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
CUBE vs PATH — 直观对比
营收规模更大
PATH
是对方的1.5倍
$281.9M
营收增速更快
PATH
高出12.7%
3.3%
净利率更高
PATH
高出19.0%
29.4%
两年增速更快
CUBE
近两年复合增速
0.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $281.9M | $411.1M |
| 净利润 | $82.8M | $198.8M |
| 毛利率 | — | 83.3% |
| 营业利润率 | 40.2% | 3.2% |
| 净利率 | 29.4% | 48.4% |
| 营收同比 | 3.3% | 15.9% |
| 净利润同比 | -6.8% | 1966.2% |
| 每股收益（稀释后） | $0.36 | $0.37 |
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CUBEPATH
| Q1 26 | $281.9M | — | ||
| Q4 25 | $282.7M | $411.1M | ||
| Q3 25 | $285.1M | $361.7M | ||
| Q2 25 | $282.3M | $356.6M | ||
| Q1 25 | $273.0M | $423.6M | ||
| Q4 24 | $267.7M | $354.7M | ||
| Q3 24 | $270.9M | $316.3M | ||
| Q2 24 | $266.2M | $335.1M |
净利润CUBEPATH
| Q1 26 | $82.8M | — | ||
| Q4 25 | $77.7M | $198.8M | ||
| Q3 25 | $82.4M | $1.6M | ||
| Q2 25 | $82.4M | $-22.6M | ||
| Q1 25 | $88.7M | $51.8M | ||
| Q4 24 | $101.9M | $-10.7M | ||
| Q3 24 | $101.0M | $-86.1M | ||
| Q2 24 | $94.2M | $-28.7M |
毛利率CUBEPATH
| Q1 26 | — | — | ||
| Q4 25 | 68.7% | 83.3% | ||
| Q3 25 | 68.1% | 82.2% | ||
| Q2 25 | 68.5% | 82.1% | ||
| Q1 25 | 69.6% | 84.8% | ||
| Q4 24 | 71.7% | 82.0% | ||
| Q3 24 | 69.8% | 80.0% | ||
| Q2 24 | 68.8% | 83.5% |
营业利润率CUBEPATH
| Q1 26 | 40.2% | — | ||
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | -5.6% | ||
| Q2 25 | — | -4.6% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | — | -12.2% | ||
| Q3 24 | — | -32.7% | ||
| Q2 24 | — | -14.8% |
净利率CUBEPATH
| Q1 26 | 29.4% | — | ||
| Q4 25 | 27.5% | 48.4% | ||
| Q3 25 | 28.9% | 0.4% | ||
| Q2 25 | 29.2% | -6.3% | ||
| Q1 25 | 32.5% | 12.2% | ||
| Q4 24 | 38.1% | -3.0% | ||
| Q3 24 | 37.3% | -27.2% | ||
| Q2 24 | 35.4% | -8.6% |
每股收益（稀释后）CUBEPATH
| Q1 26 | $0.36 | — | ||
| Q4 25 | $0.35 | $0.37 | ||
| Q3 25 | $0.36 | $0.00 | ||
| Q2 25 | $0.36 | $-0.04 | ||
| Q1 25 | $0.39 | $0.09 | ||
| Q4 24 | $0.45 | $-0.02 | ||
| Q3 24 | $0.44 | $-0.15 | ||
| Q2 24 | $0.41 | $-0.05 |
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 | — | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $1.9B |
| 总资产 | $6.6B | $2.9B |
| 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CUBEPATH
| Q1 26 | — | — | ||
| Q4 25 | $5.8M | $1.4B | ||
| Q3 25 | $108.4M | $1.4B | ||
| Q2 25 | $8.7M | $1.6B | ||
| Q1 25 | $10.8M | $1.6B | ||
| Q4 24 | $71.6M | $1.6B | ||
| Q3 24 | $43.5M | $1.7B | ||
| Q2 24 | $5.7M | $1.9B |
股东权益CUBEPATH
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $1.9B | ||
| Q3 25 | $2.8B | $1.7B | ||
| Q2 25 | $2.8B | $1.7B | ||
| Q1 25 | $2.8B | $1.8B | ||
| Q4 24 | $2.9B | $1.7B | ||
| Q3 24 | $2.8B | $1.8B | ||
| Q2 24 | $2.8B | $2.0B |
总资产CUBEPATH
| Q1 26 | $6.6B | — | ||
| Q4 25 | $6.6B | $2.9B | ||
| Q3 25 | $6.8B | $2.6B | ||
| Q2 25 | $6.7B | $2.6B | ||
| Q1 25 | $6.7B | $2.9B | ||
| Q4 24 | $6.4B | $2.7B | ||
| Q3 24 | $6.2B | $2.7B | ||
| Q2 24 | $6.2B | $2.8B |
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 | — | $28.3M |
| 自由现金流经营现金流 - 资本支出 | — | $25.1M |
| 自由现金流率自由现金流/营收 | — | 6.1% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 0.14× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流CUBEPATH
| Q1 26 | — | — | ||
| Q4 25 | $608.5M | $28.3M | ||
| Q3 25 | $168.2M | $41.6M | ||
| Q2 25 | $157.5M | $119.0M | ||
| Q1 25 | $146.3M | $146.1M | ||
| Q4 24 | $631.1M | $28.1M | ||
| Q3 24 | $145.4M | $46.4M | ||
| Q2 24 | $170.9M | $100.0M |
自由现金流CUBEPATH
| Q1 26 | — | — | ||
| Q4 25 | — | $25.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $106.2M | ||
| Q1 25 | — | $138.7M | ||
| Q4 24 | — | $23.2M | ||
| Q3 24 | — | $45.0M | ||
| Q2 24 | — | $98.8M |
自由现金流率CUBEPATH
| Q1 26 | — | — | ||
| Q4 25 | — | 6.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 29.8% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 14.2% | ||
| Q2 24 | — | 29.5% |
资本支出强度CUBEPATH
| Q1 26 | — | — | ||
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% |
现金转化率CUBEPATH
| Q1 26 | — | — | ||
| Q4 25 | 7.83× | 0.14× | ||
| Q3 25 | 2.04× | 26.25× | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | 1.65× | 2.82× | ||
| Q4 24 | 6.19× | — | ||
| Q3 24 | 1.44× | — | ||
| Q2 24 | 1.81× | — |
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
CUBE
| Rental income | $239.9M | 85% |
| Other | $32.1M | 11% |
| Property management fee income | $9.9M | 4% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
