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CubeSmart（CUBE）与Rocket Lab Corp（RKLB）财务数据对比。点击上方公司名可切换其他公司
CubeSmart的季度营收约是Rocket Lab Corp的1.6倍（$281.9M vs $179.7M），CubeSmart净利率更高（29.4% vs -29.5%，领先58.8%），Rocket Lab Corp同比增速更快（35.7% vs 3.3%），过去两年Rocket Lab Corp的营收复合增速更高（39.2% vs 2.9%）
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。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
CUBE vs RKLB — 直观对比
营收规模更大
CUBE
是对方的1.6倍
$179.7M
营收增速更快
RKLB
高出32.4%
3.3%
净利率更高
CUBE
高出58.8%
-29.5%
两年增速更快
RKLB
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $281.9M | $179.7M |
| 净利润 | $82.8M | $-52.9M |
| 毛利率 | — | 38.0% |
| 营业利润率 | 40.2% | -28.4% |
| 净利率 | 29.4% | -29.5% |
| 营收同比 | 3.3% | 35.7% |
| 净利润同比 | -6.8% | -1.1% |
| 每股收益（稀释后） | $0.36 | $-0.09 |
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CUBERKLB
| Q1 26 | $281.9M | — | ||
| Q4 25 | $282.7M | $179.7M | ||
| Q3 25 | $285.1M | $155.1M | ||
| Q2 25 | $282.3M | $144.5M | ||
| Q1 25 | $273.0M | $122.6M | ||
| Q4 24 | $267.7M | $132.4M | ||
| Q3 24 | $270.9M | $104.8M | ||
| Q2 24 | $266.2M | $106.3M |
净利润CUBERKLB
| Q1 26 | $82.8M | — | ||
| Q4 25 | $77.7M | $-52.9M | ||
| Q3 25 | $82.4M | $-18.3M | ||
| Q2 25 | $82.4M | $-66.4M | ||
| Q1 25 | $88.7M | $-60.6M | ||
| Q4 24 | $101.9M | $-52.3M | ||
| Q3 24 | $101.0M | $-51.9M | ||
| Q2 24 | $94.2M | $-41.6M |
毛利率CUBERKLB
| Q1 26 | — | — | ||
| Q4 25 | 68.7% | 38.0% | ||
| Q3 25 | 68.1% | 37.0% | ||
| Q2 25 | 68.5% | 32.1% | ||
| Q1 25 | 69.6% | 28.8% | ||
| Q4 24 | 71.7% | 27.8% | ||
| Q3 24 | 69.8% | 26.7% | ||
| Q2 24 | 68.8% | 25.6% |
营业利润率CUBERKLB
| Q1 26 | 40.2% | — | ||
| Q4 25 | — | -28.4% | ||
| Q3 25 | — | -38.0% | ||
| Q2 25 | — | -41.3% | ||
| Q1 25 | — | -48.3% | ||
| Q4 24 | — | -38.9% | ||
| Q3 24 | — | -49.5% | ||
| Q2 24 | — | -40.7% |
净利率CUBERKLB
| Q1 26 | 29.4% | — | ||
| Q4 25 | 27.5% | -29.5% | ||
| Q3 25 | 28.9% | -11.8% | ||
| Q2 25 | 29.2% | -46.0% | ||
| Q1 25 | 32.5% | -49.5% | ||
| Q4 24 | 38.1% | -39.5% | ||
| Q3 24 | 37.3% | -49.6% | ||
| Q2 24 | 35.4% | -39.2% |
每股收益（稀释后）CUBERKLB
| Q1 26 | $0.36 | — | ||
| Q4 25 | $0.35 | $-0.09 | ||
| Q3 25 | $0.36 | $-0.03 | ||
| Q2 25 | $0.36 | $-0.13 | ||
| Q1 25 | $0.39 | $-0.12 | ||
| Q4 24 | $0.45 | $-0.11 | ||
| Q3 24 | $0.44 | $-0.10 | ||
| Q2 24 | $0.41 | $-0.08 |
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 | — | $1.0B |
| 总债务越低越好 | — | $152.4M |
| 股东权益账面价值 | $2.7B | $1.7B |
| 总资产 | $6.6B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资CUBERKLB
| Q1 26 | — | — | ||
| Q4 25 | $5.8M | $1.0B | ||
| Q3 25 | $108.4M | $976.7M | ||
| Q2 25 | $8.7M | $688.1M | ||
| Q1 25 | $10.8M | $428.4M | ||
| Q4 24 | $71.6M | $419.0M | ||
| Q3 24 | $43.5M | $442.4M | ||
| Q2 24 | $5.7M | $496.8M |
总债务CUBERKLB
| Q1 26 | — | — | ||
| Q4 25 | — | $152.4M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $345.9M | ||
| Q4 24 | — | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | — | $64.2M |
股东权益CUBERKLB
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $1.7B | ||
| Q3 25 | $2.8B | $1.3B | ||
| Q2 25 | $2.8B | $688.5M | ||
| Q1 25 | $2.8B | $431.3M | ||
| Q4 24 | $2.9B | $382.5M | ||
| Q3 24 | $2.8B | $419.8M | ||
| Q2 24 | $2.8B | $455.2M |
总资产CUBERKLB
| Q1 26 | $6.6B | — | ||
| Q4 25 | $6.6B | $2.3B | ||
| Q3 25 | $6.8B | $2.2B | ||
| Q2 25 | $6.7B | $1.6B | ||
| Q1 25 | $6.7B | $1.3B | ||
| Q4 24 | $6.4B | $1.2B | ||
| Q3 24 | $6.2B | $1.2B | ||
| Q2 24 | $6.2B | $1.2B |
负债/权益比CUBERKLB
| Q1 26 | — | — | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× |
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 | — | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | — | $-114.2M |
| 自由现金流率自由现金流/营收 | — | -63.6% |
| 资本支出强度资本支出/营收 | — | 27.6% |
| 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 | — | $-321.8M |
8季度趋势，按日历期对齐
经营现金流CUBERKLB
| Q1 26 | — | — | ||
| Q4 25 | $608.5M | $-64.5M | ||
| Q3 25 | $168.2M | $-23.5M | ||
| Q2 25 | $157.5M | $-23.2M | ||
| Q1 25 | $146.3M | $-54.2M | ||
| Q4 24 | $631.1M | $-2.4M | ||
| Q3 24 | $145.4M | $-30.9M | ||
| Q2 24 | $170.9M | $-13.0M |
自由现金流CUBERKLB
| Q1 26 | — | — | ||
| Q4 25 | — | $-114.2M | ||
| Q3 25 | — | $-69.4M | ||
| Q2 25 | — | $-55.3M | ||
| Q1 25 | — | $-82.9M | ||
| Q4 24 | — | $-23.9M | ||
| Q3 24 | — | $-41.9M | ||
| Q2 24 | — | $-28.3M |
自由现金流率CUBERKLB
| Q1 26 | — | — | ||
| Q4 25 | — | -63.6% | ||
| Q3 25 | — | -44.8% | ||
| Q2 25 | — | -38.3% | ||
| Q1 25 | — | -67.6% | ||
| Q4 24 | — | -18.1% | ||
| Q3 24 | — | -40.0% | ||
| Q2 24 | — | -26.7% |
资本支出强度CUBERKLB
| Q1 26 | — | — | ||
| Q4 25 | — | 27.6% | ||
| Q3 25 | — | 29.6% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 23.4% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | — | 14.4% |
现金转化率CUBERKLB
| Q1 26 | — | — | ||
| Q4 25 | 7.83× | — | ||
| Q3 25 | 2.04× | — | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | 1.65× | — | ||
| 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% |
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
