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CubeSmart（CUBE）与Rapid7, Inc.（RPD）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Rapid7, Inc.的1.3倍（$281.9M vs $217.4M），CubeSmart净利率更高（29.4% vs 1.4%，领先27.9%），CubeSmart同比增速更快（3.3% vs 0.5%），过去两年Rapid7, Inc.的营收复合增速更高（3.0% 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。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
CUBE vs RPD — 直观对比
营收规模更大
CUBE
是对方的1.3倍
$217.4M
营收增速更快
CUBE
高出2.7%
0.5%
净利率更高
CUBE
高出27.9%
1.4%
两年增速更快
RPD
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $281.9M | $217.4M |
| 净利润 | $82.8M | $3.1M |
| 毛利率 | — | 68.9% |
| 营业利润率 | 40.2% | 1.0% |
| 净利率 | 29.4% | 1.4% |
| 营收同比 | 3.3% | 0.5% |
| 净利润同比 | -6.8% | 44.1% |
| 每股收益（稀释后） | $0.36 | $0.05 |
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CUBERPD
| Q1 26 | $281.9M | — | ||
| Q4 25 | $282.7M | $217.4M | ||
| Q3 25 | $285.1M | $218.0M | ||
| Q2 25 | $282.3M | $214.2M | ||
| Q1 25 | $273.0M | $210.3M | ||
| Q4 24 | $267.7M | $216.3M | ||
| Q3 24 | $270.9M | $214.7M | ||
| Q2 24 | $266.2M | $208.0M |
净利润CUBERPD
| Q1 26 | $82.8M | — | ||
| Q4 25 | $77.7M | $3.1M | ||
| Q3 25 | $82.4M | $9.8M | ||
| Q2 25 | $82.4M | $8.3M | ||
| Q1 25 | $88.7M | $2.1M | ||
| Q4 24 | $101.9M | $2.2M | ||
| Q3 24 | $101.0M | $15.4M | ||
| Q2 24 | $94.2M | $6.5M |
毛利率CUBERPD
| Q1 26 | — | — | ||
| Q4 25 | 68.7% | 68.9% | ||
| Q3 25 | 68.1% | 70.2% | ||
| Q2 25 | 68.5% | 70.6% | ||
| Q1 25 | 69.6% | 71.7% | ||
| Q4 24 | 71.7% | 69.5% | ||
| Q3 24 | 69.8% | 70.6% | ||
| Q2 24 | 68.8% | 70.7% |
营业利润率CUBERPD
| Q1 26 | 40.2% | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | -0.0% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | — | 2.5% |
净利率CUBERPD
| Q1 26 | 29.4% | — | ||
| Q4 25 | 27.5% | 1.4% | ||
| Q3 25 | 28.9% | 4.5% | ||
| Q2 25 | 29.2% | 3.9% | ||
| Q1 25 | 32.5% | 1.0% | ||
| Q4 24 | 38.1% | 1.0% | ||
| Q3 24 | 37.3% | 7.2% | ||
| Q2 24 | 35.4% | 3.1% |
每股收益（稀释后）CUBERPD
| Q1 26 | $0.36 | — | ||
| Q4 25 | $0.35 | $0.05 | ||
| Q3 25 | $0.36 | $0.15 | ||
| Q2 25 | $0.36 | $0.13 | ||
| Q1 25 | $0.39 | $0.03 | ||
| Q4 24 | $0.45 | $0.08 | ||
| Q3 24 | $0.44 | $0.21 | ||
| Q2 24 | $0.41 | $0.09 |
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 | — | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $154.7M |
| 总资产 | $6.6B | $1.7B |
| 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CUBERPD
| Q1 26 | — | — | ||
| Q4 25 | $5.8M | $474.7M | ||
| Q3 25 | $108.4M | $407.1M | ||
| Q2 25 | $8.7M | $511.7M | ||
| Q1 25 | $10.8M | $493.5M | ||
| Q4 24 | $71.6M | $521.7M | ||
| Q3 24 | $43.5M | $443.7M | ||
| Q2 24 | $5.7M | $442.6M |
股东权益CUBERPD
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $154.7M | ||
| Q3 25 | $2.8B | $127.2M | ||
| Q2 25 | $2.8B | $90.4M | ||
| Q1 25 | $2.8B | $52.7M | ||
| Q4 24 | $2.9B | $17.7M | ||
| Q3 24 | $2.8B | $-5.1M | ||
| Q2 24 | $2.8B | $-52.6M |
总资产CUBERPD
| Q1 26 | $6.6B | — | ||
| Q4 25 | $6.6B | $1.7B | ||
| Q3 25 | $6.8B | $1.7B | ||
| Q2 25 | $6.7B | $1.6B | ||
| Q1 25 | $6.7B | $1.6B | ||
| Q4 24 | $6.4B | $1.7B | ||
| Q3 24 | $6.2B | $1.6B | ||
| Q2 24 | $6.2B | $1.5B |
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 | — | $37.6M |
| 自由现金流经营现金流 - 资本支出 | — | $36.4M |
| 自由现金流率自由现金流/营收 | — | 16.8% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | — | 12.01× |
| 过去12个月自由现金流最近4个季度 | — | $146.2M |
8季度趋势，按日历期对齐
经营现金流CUBERPD
| Q1 26 | — | — | ||
| Q4 25 | $608.5M | $37.6M | ||
| Q3 25 | $168.2M | $39.0M | ||
| Q2 25 | $157.5M | $47.5M | ||
| Q1 25 | $146.3M | $29.8M | ||
| Q4 24 | $631.1M | $63.8M | ||
| Q3 24 | $145.4M | $44.0M | ||
| Q2 24 | $170.9M | $32.9M |
自由现金流CUBERPD
| Q1 26 | — | — | ||
| Q4 25 | — | $36.4M | ||
| Q3 25 | — | $34.8M | ||
| Q2 25 | — | $46.6M | ||
| Q1 25 | — | $28.4M | ||
| Q4 24 | — | $62.6M | ||
| Q3 24 | — | $42.6M | ||
| Q2 24 | — | $32.6M |
自由现金流率CUBERPD
| Q1 26 | — | — | ||
| Q4 25 | — | 16.8% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | — | 15.7% |
资本支出强度CUBERPD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.1% |
现金转化率CUBERPD
| Q1 26 | — | — | ||
| Q4 25 | 7.83× | 12.01× | ||
| Q3 25 | 2.04× | 3.97× | ||
| Q2 25 | 1.91× | 5.70× | ||
| Q1 25 | 1.65× | 14.14× | ||
| Q4 24 | 6.19× | 29.36× | ||
| Q3 24 | 1.44× | 2.85× | ||
| Q2 24 | 1.81× | 5.03× |
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% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
