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Digital Realty(DLR)与Masco(MAS)财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是Digital Realty的1.2倍($1.9B vs $1.6B),Masco净利率更高(11.9% vs 6.0%,领先5.9%),Digital Realty同比增速更快(16.1% vs 6.5%),过去两年Digital Realty的营收复合增速更高(9.8% vs -4.2%)
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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品,旗下拥有20余家子公司,在全球运营近80座生产工厂,其中美国本土近60座,海外地区超20座。公司1969年于纽交所挂牌上市,后实现快速增长,成功跻身美国财富500强榜单。
DLR vs MAS — 直观对比
营收规模更大
MAS
是对方的1.2倍
$1.6B
营收增速更快
DLR
高出9.6%
6.5%
净利率更高
MAS
高出5.9%
6.0%
两年增速更快
DLR
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $1.9B |
| 净利润 | $98.6M | $228.0M |
| 毛利率 | — | 35.8% |
| 营业利润率 | 6.9% | 16.5% |
| 净利率 | 6.0% | 11.9% |
| 营收同比 | 16.1% | 6.5% |
| 净利润同比 | -10.3% | 14.5% |
| 每股收益(稀释后) | $0.22 | — |
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
MAS
| Q1 26 | $1.6B | $1.9B | ||
| Q4 25 | $1.6B | $1.8B | ||
| Q3 25 | $1.6B | $1.9B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.4B | $2.1B |
净利润
DLR
MAS
| Q1 26 | $98.6M | $228.0M | ||
| Q4 25 | $98.6M | $165.0M | ||
| Q3 25 | $67.8M | $189.0M | ||
| Q2 25 | $1.0B | $270.0M | ||
| Q1 25 | $110.0M | $186.0M | ||
| Q4 24 | $189.6M | $182.0M | ||
| Q3 24 | $51.2M | $167.0M | ||
| Q2 24 | $80.2M | $258.0M |
毛利率
DLR
MAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | — | 33.9% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | — | 36.6% | ||
| Q2 24 | — | 37.5% |
营业利润率
DLR
MAS
| Q1 26 | 6.9% | 16.5% | ||
| Q4 25 | 6.9% | 13.8% | ||
| Q3 25 | 8.8% | 15.8% | ||
| Q2 25 | 14.2% | 20.1% | ||
| Q1 25 | 13.9% | 15.9% | ||
| Q4 24 | 10.1% | 15.9% | ||
| Q3 24 | 11.8% | 18.0% | ||
| Q2 24 | 0.7% | 19.0% |
净利率
DLR
MAS
| Q1 26 | 6.0% | 11.9% | ||
| Q4 25 | 6.0% | 9.2% | ||
| Q3 25 | 4.3% | 9.9% | ||
| Q2 25 | 69.1% | 13.2% | ||
| Q1 25 | 7.8% | 10.3% | ||
| Q4 24 | 13.2% | 10.0% | ||
| Q3 24 | 3.6% | 8.4% | ||
| Q2 24 | 5.9% | 12.3% |
每股收益(稀释后)
DLR
MAS
| Q1 26 | $0.22 | — | ||
| Q4 25 | $0.22 | $0.81 | ||
| Q3 25 | $0.15 | $0.90 | ||
| Q2 25 | $2.94 | $1.28 | ||
| Q1 25 | $0.27 | $0.87 | ||
| Q4 24 | $0.50 | $0.85 | ||
| Q3 24 | $0.09 | $0.77 | ||
| Q2 24 | $0.20 | $1.17 |
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 | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $22.9B | $27.0M |
| 总资产 | $49.4B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势,按日历期对齐
现金及短期投资
DLR
MAS
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $647.0M | ||
| Q3 25 | $3.3B | $559.0M | ||
| Q2 25 | $3.6B | $390.0M | ||
| Q1 25 | $2.3B | $377.0M | ||
| Q4 24 | $3.9B | $634.0M | ||
| Q3 24 | $2.2B | $646.0M | ||
| Q2 24 | $2.3B | $398.0M |
总债务
DLR
MAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
DLR
MAS
| Q1 26 | $22.9B | $27.0M | ||
| Q4 25 | $22.9B | $-185.0M | ||
| Q3 25 | $23.0B | $-78.0M | ||
| Q2 25 | $22.9B | $-84.0M | ||
| Q1 25 | $21.3B | $-254.0M | ||
| Q4 24 | $21.3B | $-279.0M | ||
| Q3 24 | $21.2B | $-88.0M | ||
| Q2 24 | $20.5B | $-26.0M |
总资产
DLR
MAS
| Q1 26 | $49.4B | $5.2B | ||
| Q4 25 | $49.4B | $5.2B | ||
| Q3 25 | $48.7B | $5.3B | ||
| Q2 25 | $48.7B | $5.3B | ||
| Q1 25 | $45.1B | $5.1B | ||
| Q4 24 | $45.3B | $5.0B | ||
| Q3 24 | $45.3B | $5.3B | ||
| Q2 24 | $43.6B | $5.4B |
负债/权益比
DLR
MAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图