vs
Digital Realty(DLR)与罗技(LOGI)财务数据对比。点击上方公司名可切换其他公司
Digital Realty的季度营收约是罗技的1.1倍($1.6B vs $1.4B),罗技净利率更高(17.7% vs 6.0%,领先11.6%),Digital Realty同比增速更快(16.1% vs 6.1%),过去两年罗技的营收复合增速更高(18.5% 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。
罗技国际是总部位于瑞士洛桑的跨国企业,专注于计算机外设及相关软件的研发与生产,在欧洲、亚洲、大洋洲、美洲均设有分支机构,为瑞士市场指数成分股,同时在纳斯达克交易所挂牌上市。
DLR vs LOGI — 直观对比
营收规模更大
DLR
是对方的1.1倍
$1.4B
营收增速更快
DLR
高出10.1%
6.1%
净利率更高
LOGI
高出11.6%
6.0%
两年增速更快
LOGI
近两年复合增速
9.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $1.4B |
| 净利润 | $98.6M | $251.0M |
| 毛利率 | — | 43.2% |
| 营业利润率 | 6.9% | 20.1% |
| 净利率 | 6.0% | 17.7% |
| 营收同比 | 16.1% | 6.1% |
| 净利润同比 | -10.3% | 25.4% |
| 每股收益(稀释后) | $0.22 | $1.69 |
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
LOGI
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.6B | $1.2B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.4B | $1.1B |
净利润
DLR
LOGI
| Q1 26 | $98.6M | — | ||
| Q4 25 | $98.6M | $251.0M | ||
| Q3 25 | $67.8M | $170.7M | ||
| Q2 25 | $1.0B | $146.0M | ||
| Q1 25 | $110.0M | $144.1M | ||
| Q4 24 | $189.6M | $200.1M | ||
| Q3 24 | $51.2M | $145.5M | ||
| Q2 24 | $80.2M | $141.8M |
毛利率
DLR
LOGI
| Q1 26 | — | — | ||
| Q4 25 | — | 43.2% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 41.7% | ||
| Q1 25 | — | 43.1% | ||
| Q4 24 | — | 42.9% | ||
| Q3 24 | — | 43.6% | ||
| Q2 24 | — | 42.8% |
营业利润率
DLR
LOGI
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.9% | 20.1% | ||
| Q3 25 | 8.8% | 16.1% | ||
| Q2 25 | 14.2% | 14.1% | ||
| Q1 25 | 13.9% | 10.5% | ||
| Q4 24 | 10.1% | 17.5% | ||
| Q3 24 | 11.8% | 14.4% | ||
| Q2 24 | 0.7% | 14.1% |
净利率
DLR
LOGI
| Q1 26 | 6.0% | — | ||
| Q4 25 | 6.0% | 17.7% | ||
| Q3 25 | 4.3% | 14.4% | ||
| Q2 25 | 69.1% | 12.7% | ||
| Q1 25 | 7.8% | 14.3% | ||
| Q4 24 | 13.2% | 14.9% | ||
| Q3 24 | 3.6% | 13.0% | ||
| Q2 24 | 5.9% | 13.0% |
每股收益(稀释后)
DLR
LOGI
| Q1 26 | $0.22 | — | ||
| Q4 25 | $0.22 | $1.69 | ||
| Q3 25 | $0.15 | $1.15 | ||
| Q2 25 | $2.94 | $0.98 | ||
| Q1 25 | $0.27 | $0.94 | ||
| Q4 24 | $0.50 | $1.32 | ||
| Q3 24 | $0.09 | $0.95 | ||
| Q2 24 | $0.20 | $0.92 |
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 | $1.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $22.9B | $2.3B |
| 总资产 | $49.4B | $4.1B |
| 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
DLR
LOGI
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $1.8B | ||
| Q3 25 | $3.3B | $1.4B | ||
| Q2 25 | $3.6B | $1.5B | ||
| Q1 25 | $2.3B | $1.5B | ||
| Q4 24 | $3.9B | $1.5B | ||
| Q3 24 | $2.2B | $1.4B | ||
| Q2 24 | $2.3B | $1.5B |
股东权益
DLR
LOGI
| Q1 26 | $22.9B | — | ||
| Q4 25 | $22.9B | $2.3B | ||
| Q3 25 | $23.0B | $2.1B | ||
| Q2 25 | $22.9B | $2.2B | ||
| Q1 25 | $21.3B | $2.1B | ||
| Q4 24 | $21.3B | $2.1B | ||
| Q3 24 | $21.2B | $2.1B | ||
| Q2 24 | $20.5B | $2.2B |
总资产
DLR
LOGI
| Q1 26 | $49.4B | — | ||
| Q4 25 | $49.4B | $4.1B | ||
| Q3 25 | $48.7B | $3.7B | ||
| Q2 25 | $48.7B | $3.7B | ||
| Q1 25 | $45.1B | $3.5B | ||
| Q4 24 | $45.3B | $3.7B | ||
| Q3 24 | $45.3B | $3.6B | ||
| Q2 24 | $43.6B | $3.7B |
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 | — | $480.5M |
| 自由现金流经营现金流 - 资本支出 | — | $465.6M |
| 自由现金流率自由现金流/营收 | — | 32.8% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 过去12个月自由现金流最近4个季度 | — | $903.6M |
8季度趋势,按日历期对齐
经营现金流
DLR
LOGI
| Q1 26 | — | — | ||
| Q4 25 | $719.0M | $480.5M | ||
| Q3 25 | $652.9M | $228.8M | ||
| Q2 25 | $641.2M | $125.0M | ||
| Q1 25 | $399.1M | $129.7M | ||
| Q4 24 | $769.5M | $370.9M | ||
| Q3 24 | $566.5M | $166.0M | ||
| Q2 24 | $573.2M | $176.0M |
自由现金流
DLR
LOGI
| Q1 26 | — | — | ||
| Q4 25 | — | $465.6M | ||
| Q3 25 | — | $212.3M | ||
| Q2 25 | — | $108.8M | ||
| Q1 25 | — | $116.9M | ||
| Q4 24 | — | $356.6M | ||
| Q3 24 | — | $151.5M | ||
| Q2 24 | — | $161.4M |
自由现金流率
DLR
LOGI
| Q1 26 | — | — | ||
| Q4 25 | — | 32.8% | ||
| Q3 25 | — | 17.9% | ||
| Q2 25 | — | 9.5% | ||
| Q1 25 | — | 11.6% | ||
| Q4 24 | — | 26.6% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | — | 14.8% |
资本支出强度
DLR
LOGI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 1.3% |
现金转化率
DLR
LOGI
| Q1 26 | — | — | ||
| Q4 25 | 7.29× | 1.91× | ||
| Q3 25 | 9.63× | 1.34× | ||
| Q2 25 | 0.62× | 0.86× | ||
| Q1 25 | 3.63× | 0.90× | ||
| Q4 24 | 4.06× | 1.85× | ||
| Q3 24 | 11.07× | 1.14× | ||
| Q2 24 | 7.15× | 1.24× |
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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |