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DHT Holdings, Inc.（DHT）与National Storage Affiliates Trust（NSA）财务数据对比。点击上方公司名可切换其他公司
National Storage Affiliates Trust的季度营收约是DHT Holdings, Inc.的1.7倍（$187.0M vs $107.3M），DHT Holdings, Inc.净利率更高（41.7% vs 12.2%，领先29.5%），National Storage Affiliates Trust同比增速更快（-1.6% vs -24.5%）
DHT控股是一家独立的国际原油运输企业，持有并运营大型原油运输船队，主要服务全球油气行业，为头部石油生产商、炼油厂和大宗商品贸易商提供跨国际核心贸易航线的原油海运服务。
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
DHT vs NSA — 直观对比
营收规模更大
NSA
是对方的1.7倍
$107.3M
营收增速更快
NSA
高出22.8%
-24.5%
净利率更高
DHT
高出29.5%
12.2%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $107.3M | $187.0M |
| 净利润 | $44.8M | $22.9M |
| 毛利率 | — | 72.5% |
| 营业利润率 | 44.2% | 20.2% |
| 净利率 | 41.7% | 12.2% |
| 营收同比 | -24.5% | -1.6% |
| 净利润同比 | 27.3% | 36.8% |
| 每股收益（稀释后） | $0.28 | $0.23 |
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DHTNSA
| Q4 25 | — | $187.0M | ||
| Q3 25 | $107.3M | $188.7M | ||
| Q2 25 | — | $188.8M | ||
| Q1 25 | — | $188.4M | ||
| Q4 24 | — | $190.1M | ||
| Q3 24 | $142.1M | $193.6M | ||
| Q2 24 | — | $190.4M | ||
| Q1 24 | — | $196.1M |
净利润DHTNSA
| Q4 25 | — | $22.9M | ||
| Q3 25 | $44.8M | $18.4M | ||
| Q2 25 | — | $19.5M | ||
| Q1 25 | — | $13.0M | ||
| Q4 24 | — | $16.7M | ||
| Q3 24 | $35.2M | $18.7M | ||
| Q2 24 | — | $17.1M | ||
| Q1 24 | — | $59.0M |
毛利率DHTNSA
| Q4 25 | — | 72.5% | ||
| Q3 25 | — | 70.7% | ||
| Q2 25 | — | 70.5% | ||
| Q1 25 | — | 70.7% | ||
| Q4 24 | — | 72.5% | ||
| Q3 24 | — | 72.8% | ||
| Q2 24 | — | 72.6% | ||
| Q1 24 | — | 72.1% |
营业利润率DHTNSA
| Q4 25 | — | 20.2% | ||
| Q3 25 | 44.2% | 15.8% | ||
| Q2 25 | — | 16.5% | ||
| Q1 25 | — | 11.0% | ||
| Q4 24 | — | 14.5% | ||
| Q3 24 | 29.7% | 15.8% | ||
| Q2 24 | — | 17.2% | ||
| Q1 24 | — | 48.9% |
净利率DHTNSA
| Q4 25 | — | 12.2% | ||
| Q3 25 | 41.7% | 9.8% | ||
| Q2 25 | — | 10.3% | ||
| Q1 25 | — | 6.9% | ||
| Q4 24 | — | 8.8% | ||
| Q3 24 | 24.8% | 9.7% | ||
| Q2 24 | — | 9.0% | ||
| Q1 24 | — | 30.1% |
每股收益（稀释后）DHTNSA
| Q4 25 | — | $0.23 | ||
| Q3 25 | $0.28 | $0.17 | ||
| Q2 25 | — | $0.19 | ||
| Q1 25 | — | $0.10 | ||
| Q4 24 | — | $0.19 | ||
| Q3 24 | $0.22 | $0.18 | ||
| Q2 24 | — | $0.16 | ||
| Q1 24 | — | $0.65 |
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 | $81.3M | $23.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $946.0M |
| 总资产 | $1.4B | $5.1B |
| 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DHTNSA
| Q4 25 | — | $23.3M | ||
| Q3 25 | $81.3M | $26.3M | ||
| Q2 25 | — | $26.1M | ||
| Q1 25 | — | $19.3M | ||
| Q4 24 | — | $50.4M | ||
| Q3 24 | $73.8M | $69.9M | ||
| Q2 24 | — | $59.0M | ||
| Q1 24 | — | $64.2M |
股东权益DHTNSA
| Q4 25 | — | $946.0M | ||
| Q3 25 | $1.1B | $973.1M | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $1.0B | $986.9M | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.3B |
总资产DHTNSA
| Q4 25 | — | $5.1B | ||
| Q3 25 | $1.4B | $5.1B | ||
| Q2 25 | — | $5.2B | ||
| Q1 25 | — | $5.3B | ||
| Q4 24 | — | $5.4B | ||
| Q3 24 | $1.5B | $5.4B | ||
| Q2 24 | — | $5.3B | ||
| Q1 24 | — | $5.4B |
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 | $60.9M | $338.5M |
| 自由现金流经营现金流 - 资本支出 | — | $299.8M |
| 自由现金流率自由现金流/营收 | — | 160.3% |
| 资本支出强度资本支出/营收 | — | 20.7% |
| 现金转化率经营现金流/净利润 | 1.36× | 14.79× |
| 过去12个月自由现金流最近4个季度 | — | $541.5M |
8季度趋势，按日历期对齐
经营现金流DHTNSA
| Q4 25 | — | $338.5M | ||
| Q3 25 | $60.9M | $100.2M | ||
| Q2 25 | — | $79.9M | ||
| Q1 25 | — | $85.6M | ||
| Q4 24 | — | $363.1M | ||
| Q3 24 | $80.1M | $105.7M | ||
| Q2 24 | — | $83.2M | ||
| Q1 24 | — | $94.0M |
自由现金流DHTNSA
| Q4 25 | — | $299.8M | ||
| Q3 25 | — | $88.0M | ||
| Q2 25 | — | $73.8M | ||
| Q1 25 | — | $79.9M | ||
| Q4 24 | — | $344.4M | ||
| Q3 24 | — | $101.8M | ||
| Q2 24 | — | $79.5M | ||
| Q1 24 | — | $88.6M |
自由现金流率DHTNSA
| Q4 25 | — | 160.3% | ||
| Q3 25 | — | 46.6% | ||
| Q2 25 | — | 39.1% | ||
| Q1 25 | — | 42.4% | ||
| Q4 24 | — | 181.2% | ||
| Q3 24 | — | 52.6% | ||
| Q2 24 | — | 41.7% | ||
| Q1 24 | — | 45.2% |
资本支出强度DHTNSA
| Q4 25 | — | 20.7% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | — | 3.2% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 1.9% | ||
| Q1 24 | — | 2.7% |
现金转化率DHTNSA
| Q4 25 | — | 14.79× | ||
| Q3 25 | 1.36× | 5.44× | ||
| Q2 25 | — | 4.10× | ||
| Q1 25 | — | 6.59× | ||
| Q4 24 | — | 21.70× | ||
| Q3 24 | 2.28× | 5.65× | ||
| Q2 24 | — | 4.88× | ||
| Q1 24 | — | 1.59× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
