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Digital Realty(DLR)与F5, Inc.(FFIV)财务数据对比。点击上方公司名可切换其他公司
Digital Realty的季度营收约是F5, Inc.的2.0倍($1.6B vs $822.5M),F5, Inc.净利率更高(21.9% vs 6.0%,领先15.9%),Digital Realty同比增速更快(16.1% vs 7.3%),过去两年F5, Inc.的营收复合增速更高(9.9% vs 9.8%)
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。
F5, Inc.是一家美国科技企业,专注于应用安全、多云管理、线上反欺诈、应用交付网络(ADN)相关业务,同时提供应用可用性与性能优化、网络安全、访问授权管理等产品及解决方案,助力各行业客户保障数字化业务稳定运营,提升运行效率。
DLR vs FFIV — 直观对比
营收规模更大
DLR
是对方的2.0倍
$822.5M
营收增速更快
DLR
高出8.8%
7.3%
净利率更高
FFIV
高出15.9%
6.0%
两年增速更快
FFIV
近两年复合增速
9.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $822.5M |
| 净利润 | $98.6M | $180.1M |
| 毛利率 | — | 81.5% |
| 营业利润率 | 6.9% | 26.0% |
| 净利率 | 6.0% | 21.9% |
| 营收同比 | 16.1% | 7.3% |
| 净利润同比 | -10.3% | 8.2% |
| 每股收益(稀释后) | $0.22 | $3.10 |
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
DLR
FFIV
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $822.5M | ||
| Q3 25 | $1.6B | $810.1M | ||
| Q2 25 | $1.5B | $780.4M | ||
| Q1 25 | $1.4B | $731.1M | ||
| Q4 24 | $1.4B | $766.5M | ||
| Q3 24 | $1.4B | $746.7M | ||
| Q2 24 | $1.4B | $695.5M |
净利润
DLR
FFIV
| Q1 26 | $98.6M | — | ||
| Q4 25 | $98.6M | $180.1M | ||
| Q3 25 | $67.8M | $190.5M | ||
| Q2 25 | $1.0B | $189.9M | ||
| Q1 25 | $110.0M | $145.5M | ||
| Q4 24 | $189.6M | $166.4M | ||
| Q3 24 | $51.2M | $165.3M | ||
| Q2 24 | $80.2M | $144.1M |
毛利率
DLR
FFIV
| Q1 26 | — | — | ||
| Q4 25 | — | 81.5% | ||
| Q3 25 | — | 82.2% | ||
| Q2 25 | — | 81.0% | ||
| Q1 25 | — | 80.7% | ||
| Q4 24 | — | 81.7% | ||
| Q3 24 | — | 80.8% | ||
| Q2 24 | — | 80.4% |
营业利润率
DLR
FFIV
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.9% | 26.0% | ||
| Q3 25 | 8.8% | 25.4% | ||
| Q2 25 | 14.2% | 25.2% | ||
| Q1 25 | 13.9% | 21.7% | ||
| Q4 24 | 10.1% | 26.8% | ||
| Q3 24 | 11.8% | 25.6% | ||
| Q2 24 | 0.7% | 23.4% |
净利率
DLR
FFIV
| Q1 26 | 6.0% | — | ||
| Q4 25 | 6.0% | 21.9% | ||
| Q3 25 | 4.3% | 23.5% | ||
| Q2 25 | 69.1% | 24.3% | ||
| Q1 25 | 7.8% | 19.9% | ||
| Q4 24 | 13.2% | 21.7% | ||
| Q3 24 | 3.6% | 22.1% | ||
| Q2 24 | 5.9% | 20.7% |
每股收益(稀释后)
DLR
FFIV
| Q1 26 | $0.22 | — | ||
| Q4 25 | $0.22 | $3.10 | ||
| Q3 25 | $0.15 | $3.25 | ||
| Q2 25 | $2.94 | $3.25 | ||
| Q1 25 | $0.27 | $2.48 | ||
| Q4 24 | $0.50 | $2.82 | ||
| Q3 24 | $0.09 | $2.79 | ||
| Q2 24 | $0.20 | $2.44 |
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 | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $22.9B | $3.5B |
| 总资产 | $49.4B | $6.3B |
| 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
DLR
FFIV
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $1.2B | ||
| Q3 25 | $3.3B | $1.3B | ||
| Q2 25 | $3.6B | $1.4B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $3.9B | $1.2B | ||
| Q3 24 | $2.2B | $1.1B | ||
| Q2 24 | $2.3B | $935.6M |
股东权益
DLR
FFIV
| Q1 26 | $22.9B | — | ||
| Q4 25 | $22.9B | $3.5B | ||
| Q3 25 | $23.0B | $3.6B | ||
| Q2 25 | $22.9B | $3.5B | ||
| Q1 25 | $21.3B | $3.3B | ||
| Q4 24 | $21.3B | $3.2B | ||
| Q3 24 | $21.2B | $3.1B | ||
| Q2 24 | $20.5B | $3.0B |
总资产
DLR
FFIV
| Q1 26 | $49.4B | — | ||
| Q4 25 | $49.4B | $6.3B | ||
| Q3 25 | $48.7B | $6.3B | ||
| Q2 25 | $48.7B | $6.1B | ||
| Q1 25 | $45.1B | $5.9B | ||
| Q4 24 | $45.3B | $5.9B | ||
| Q3 24 | $45.3B | $5.6B | ||
| Q2 24 | $43.6B | $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 | — | $159.2M |
| 自由现金流经营现金流 - 资本支出 | — | $149.5M |
| 自由现金流率自由现金流/营收 | — | 18.2% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | — | 0.88× |
| 过去12个月自由现金流最近4个季度 | — | $861.2M |
8季度趋势,按日历期对齐
经营现金流
DLR
FFIV
| Q1 26 | — | — | ||
| Q4 25 | $719.0M | $159.2M | ||
| Q3 25 | $652.9M | $208.1M | ||
| Q2 25 | $641.2M | $282.2M | ||
| Q1 25 | $399.1M | $256.6M | ||
| Q4 24 | $769.5M | $202.8M | ||
| Q3 24 | $566.5M | $246.5M | ||
| Q2 24 | $573.2M | $159.0M |
自由现金流
DLR
FFIV
| Q1 26 | — | — | ||
| Q4 25 | — | $149.5M | ||
| Q3 25 | — | $191.9M | ||
| Q2 25 | — | $273.7M | ||
| Q1 25 | — | $246.1M | ||
| Q4 24 | — | $194.7M | ||
| Q3 24 | — | $240.4M | ||
| Q2 24 | — | $153.1M |
自由现金流率
DLR
FFIV
| Q1 26 | — | — | ||
| Q4 25 | — | 18.2% | ||
| Q3 25 | — | 23.7% | ||
| Q2 25 | — | 35.1% | ||
| Q1 25 | — | 33.7% | ||
| Q4 24 | — | 25.4% | ||
| Q3 24 | — | 32.2% | ||
| Q2 24 | — | 22.0% |
资本支出强度
DLR
FFIV
| Q1 26 | — | — | ||
| Q4 25 | — | 1.2% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.8% |
现金转化率
DLR
FFIV
| Q1 26 | — | — | ||
| Q4 25 | 7.29× | 0.88× | ||
| Q3 25 | 9.63× | 1.09× | ||
| Q2 25 | 0.62× | 1.49× | ||
| Q1 25 | 3.63× | 1.76× | ||
| Q4 24 | 4.06× | 1.22× | ||
| Q3 24 | 11.07× | 1.49× | ||
| Q2 24 | 7.15× | 1.10× |
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
FFIV
| Services | $412.2M | 50% |
| Products | $410.3M | 50% |