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Digital Realty（DLR）与Fastenal（FAST）财务数据对比。点击上方公司名可切换其他公司
Fastenal的季度营收约是Digital Realty的1.2倍（$2.0B vs $1.6B），Fastenal净利率更高（14.5% vs 6.0%，领先8.5%），Digital Realty同比增速更快（16.1% vs 3.5%），过去两年Digital Realty的营收复合增速更高（9.8% vs 2.9%）
Digital Realty是一家全球知名的不动产投资信托企业，核心业务涵盖全球各地运营商中立数据中心的持有、运营与投资，可为客户提供数据中心部署、主机托管、网络互联等多元专业服务，能够满足不同企业对算力基础设施、数据存储及网络连接的多样化需求。
Fastenal是1967年成立的美国上市企业，总部位于明尼苏达州威诺纳，是北美最大的紧固件分销商，同时也是工业和建筑用品的主流供应商，可提供货柜备货、智能售货柜、库存管理、物流配送等一站式供应链解决方案。
DLR vs FAST — 直观对比
营收规模更大
FAST
是对方的1.2倍
$1.6B
营收增速更快
DLR
高出12.7%
3.5%
净利率更高
FAST
高出8.5%
6.0%
两年增速更快
DLR
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.0B |
| 净利润 | $98.6M | $293.9M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 6.9% | 18.9% |
| 净利率 | 6.0% | 14.5% |
| 营收同比 | 16.1% | 3.5% |
| 净利润同比 | -10.3% | -1.6% |
| 每股收益（稀释后） | $0.22 | $-0.01 |
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DLRFAST
| Q1 26 | $1.6B | $2.0B | ||
| Q4 25 | $1.6B | $2.0B | ||
| Q3 25 | $1.6B | $2.1B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.4B | $1.9B | ||
| Q2 24 | $1.4B | $1.9B |
净利润DLRFAST
| Q1 26 | $98.6M | $293.9M | ||
| Q4 25 | $98.6M | $293.9M | ||
| Q3 25 | $67.8M | $335.5M | ||
| Q2 25 | $1.0B | $330.3M | ||
| Q1 25 | $110.0M | $298.7M | ||
| Q4 24 | $189.6M | $262.1M | ||
| Q3 24 | $51.2M | $298.1M | ||
| Q2 24 | $80.2M | $292.7M |
毛利率DLRFAST
| Q1 26 | — | 44.3% | ||
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 45.3% | ||
| Q2 25 | — | 45.3% | ||
| Q1 25 | — | 45.1% | ||
| Q4 24 | — | 44.8% | ||
| Q3 24 | — | 44.9% | ||
| Q2 24 | — | 45.1% |
营业利润率DLRFAST
| Q1 26 | 6.9% | 18.9% | ||
| Q4 25 | 6.9% | 18.9% | ||
| Q3 25 | 8.8% | 20.7% | ||
| Q2 25 | 14.2% | 21.0% | ||
| Q1 25 | 13.9% | 20.1% | ||
| Q4 24 | 10.1% | 18.9% | ||
| Q3 24 | 11.8% | 20.3% | ||
| Q2 24 | 0.7% | 20.2% |
净利率DLRFAST
| Q1 26 | 6.0% | 14.5% | ||
| Q4 25 | 6.0% | 14.5% | ||
| Q3 25 | 4.3% | 15.7% | ||
| Q2 25 | 69.1% | 15.9% | ||
| Q1 25 | 7.8% | 15.2% | ||
| Q4 24 | 13.2% | 14.4% | ||
| Q3 24 | 3.6% | 15.6% | ||
| Q2 24 | 5.9% | 15.3% |
每股收益（稀释后）DLRFAST
| Q1 26 | $0.22 | $-0.01 | ||
| Q4 25 | $0.22 | $-0.01 | ||
| Q3 25 | $0.15 | $0.29 | ||
| Q2 25 | $2.94 | $0.29 | ||
| Q1 25 | $0.27 | $0.52 | ||
| Q4 24 | $0.50 | $0.45 | ||
| Q3 24 | $0.09 | $0.52 | ||
| Q2 24 | $0.20 | $0.51 |
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 | $3.5B | $276.8M |
| 总债务越低越好 | — | $125.0M |
| 股东权益账面价值 | $22.9B | $3.9B |
| 总资产 | $49.4B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资DLRFAST
| Q1 26 | $3.5B | $276.8M | ||
| Q4 25 | $3.5B | $276.8M | ||
| Q3 25 | $3.3B | $288.1M | ||
| Q2 25 | $3.6B | $237.8M | ||
| Q1 25 | $2.3B | $231.8M | ||
| Q4 24 | $3.9B | $255.8M | ||
| Q3 24 | $2.2B | $292.2M | ||
| Q2 24 | $2.3B | $255.5M |
总债务DLRFAST
| Q1 26 | — | $125.0M | ||
| Q4 25 | — | $125.0M | ||
| Q3 25 | — | $195.0M | ||
| Q2 25 | — | $230.0M | ||
| Q1 25 | — | $200.0M | ||
| Q4 24 | — | $200.0M | ||
| Q3 24 | — | $240.0M | ||
| Q2 24 | — | $235.0M |
股东权益DLRFAST
| Q1 26 | $22.9B | $3.9B | ||
| Q4 25 | $22.9B | $3.9B | ||
| Q3 25 | $23.0B | $3.9B | ||
| Q2 25 | $22.9B | $3.8B | ||
| Q1 25 | $21.3B | $3.7B | ||
| Q4 24 | $21.3B | $3.6B | ||
| Q3 24 | $21.2B | $3.6B | ||
| Q2 24 | $20.5B | $3.5B |
总资产DLRFAST
| Q1 26 | $49.4B | $5.1B | ||
| Q4 25 | $49.4B | $5.1B | ||
| Q3 25 | $48.7B | $5.1B | ||
| Q2 25 | $48.7B | $5.0B | ||
| Q1 25 | $45.1B | $4.9B | ||
| Q4 24 | $45.3B | $4.7B | ||
| Q3 24 | $45.3B | $4.7B | ||
| Q2 24 | $43.6B | $4.6B |
负债/权益比DLRFAST
| Q1 26 | — | 0.03× | ||
| Q4 25 | — | 0.03× | ||
| Q3 25 | — | 0.05× | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | — | 0.05× | ||
| Q4 24 | — | 0.06× | ||
| Q3 24 | — | 0.07× | ||
| Q2 24 | — | 0.07× |
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 | — | $368.2M |
| 自由现金流经营现金流 - 资本支出 | — | $308.2M |
| 自由现金流率自由现金流/营收 | — | 15.2% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | — | 1.25× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流DLRFAST
| Q1 26 | — | $368.2M | ||
| Q4 25 | $719.0M | $368.2M | ||
| Q3 25 | $652.9M | $386.9M | ||
| Q2 25 | $641.2M | $278.6M | ||
| Q1 25 | $399.1M | $262.2M | ||
| Q4 24 | $769.5M | $282.8M | ||
| Q3 24 | $566.5M | $296.9M | ||
| Q2 24 | $573.2M | $258.0M |
自由现金流DLRFAST
| Q1 26 | — | $308.2M | ||
| Q4 25 | — | $308.2M | ||
| Q3 25 | — | $326.6M | ||
| Q2 25 | — | $209.3M | ||
| Q1 25 | — | $206.5M | ||
| Q4 24 | — | $222.6M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $201.9M |
自由现金流率DLRFAST
| Q1 26 | — | 15.2% | ||
| Q4 25 | — | 15.2% | ||
| Q3 25 | — | 15.3% | ||
| Q2 25 | — | 10.1% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 12.2% | ||
| Q3 24 | — | 12.4% | ||
| Q2 24 | — | 10.5% |
资本支出强度DLRFAST
| Q1 26 | — | 3.0% | ||
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 2.9% |
现金转化率DLRFAST
| Q1 26 | — | 1.25× | ||
| Q4 25 | 7.29× | 1.25× | ||
| Q3 25 | 9.63× | 1.15× | ||
| Q2 25 | 0.62× | 0.84× | ||
| Q1 25 | 3.63× | 0.88× | ||
| Q4 24 | 4.06× | 1.08× | ||
| Q3 24 | 11.07× | 1.00× | ||
| Q2 24 | 7.15× | 0.88× |
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
DLR
暂无分部数据
FAST
| Reportable Segment Aggregation Before Other Operating Segment | $1.8B | 90% |
| Other | $211.2M | 10% |
