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Digital Realty(DLR)与Martin Marietta Materials(MLM)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Martin Marietta Materials的1.4倍($1.6B vs $1.1B),Martin Marietta Materials净利率更高(24.5% vs 6.0%,领先18.4%),Digital Realty同比增速更快(16.1% vs -30.1%),过去两年Digital Realty的营收复合增速更高(9.8% vs -4.5%)
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。
马丁·玛丽埃塔材料公司是美国大型集料及重型建筑材料供应商,业务覆盖美国26个州、加拿大及加勒比地区,主要为道路、人行道、地基等各类基建项目提供所需原材料。
DLR vs MLM — 直观对比
营收规模更大
DLR
是对方的1.4倍
$1.1B
营收增速更快
DLR
高出46.3%
-30.1%
净利率更高
MLM
高出18.4%
6.0%
两年增速更快
DLR
近两年复合增速
-4.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $1.1B |
| 净利润 | $98.6M | $279.0M |
| 毛利率 | — | 35.0% |
| 营业利润率 | 6.9% | 24.6% |
| 净利率 | 6.0% | 24.5% |
| 营收同比 | 16.1% | -30.1% |
| 净利润同比 | -10.3% | -4.8% |
| 每股收益(稀释后) | $0.22 | $4.59 |
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
MLM
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.1B | ||
| Q3 25 | $1.6B | $1.8B | ||
| Q2 25 | $1.5B | $1.8B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.6B | ||
| Q3 24 | $1.4B | $1.9B | ||
| Q2 24 | $1.4B | $1.8B |
净利润
DLR
MLM
| Q1 26 | $98.6M | — | ||
| Q4 25 | $98.6M | $279.0M | ||
| Q3 25 | $67.8M | $414.0M | ||
| Q2 25 | $1.0B | $328.0M | ||
| Q1 25 | $110.0M | $116.0M | ||
| Q4 24 | $189.6M | $293.0M | ||
| Q3 24 | $51.2M | $363.0M | ||
| Q2 24 | $80.2M | $294.0M |
毛利率
DLR
MLM
| Q1 26 | — | — | ||
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 33.1% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 24.8% | ||
| Q4 24 | — | 30.0% | ||
| Q3 24 | — | 31.7% | ||
| Q2 24 | — | 29.3% |
营业利润率
DLR
MLM
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.9% | 24.6% | ||
| Q3 25 | 8.8% | 27.4% | ||
| Q2 25 | 14.2% | 25.3% | ||
| Q1 25 | 13.9% | 14.3% | ||
| Q4 24 | 10.1% | 24.4% | ||
| Q3 24 | 11.8% | 25.9% | ||
| Q2 24 | 0.7% | 22.6% |
净利率
DLR
MLM
| Q1 26 | 6.0% | — | ||
| Q4 25 | 6.0% | 24.5% | ||
| Q3 25 | 4.3% | 22.4% | ||
| Q2 25 | 69.1% | 18.1% | ||
| Q1 25 | 7.8% | 8.6% | ||
| Q4 24 | 13.2% | 18.0% | ||
| Q3 24 | 3.6% | 19.2% | ||
| Q2 24 | 5.9% | 16.7% |
每股收益(稀释后)
DLR
MLM
| Q1 26 | $0.22 | — | ||
| Q4 25 | $0.22 | $4.59 | ||
| Q3 25 | $0.15 | $6.85 | ||
| Q2 25 | $2.94 | $5.43 | ||
| Q1 25 | $0.27 | $1.90 | ||
| Q4 24 | $0.50 | $4.87 | ||
| Q3 24 | $0.09 | $5.91 | ||
| Q2 24 | $0.20 | $4.76 |
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 | $67.0M |
| 总债务越低越好 | — | $5.3B |
| 股东权益账面价值 | $22.9B | $10.0B |
| 总资产 | $49.4B | $18.7B |
| 负债/权益比越低杠杆越低 | — | 0.53× |
8季度趋势,按日历期对齐
现金及短期投资
DLR
MLM
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $67.0M | ||
| Q3 25 | $3.3B | $57.0M | ||
| Q2 25 | $3.6B | $225.0M | ||
| Q1 25 | $2.3B | $101.0M | ||
| Q4 24 | $3.9B | $670.0M | ||
| Q3 24 | $2.2B | $52.0M | ||
| Q2 24 | $2.3B | $109.0M |
总债务
DLR
MLM
| Q1 26 | — | — | ||
| Q4 25 | — | $5.3B | ||
| Q3 25 | — | $5.5B | ||
| Q2 25 | — | $5.4B | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | — | $5.4B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $4.3B |
股东权益
DLR
MLM
| Q1 26 | $22.9B | — | ||
| Q4 25 | $22.9B | $10.0B | ||
| Q3 25 | $23.0B | $9.7B | ||
| Q2 25 | $22.9B | $9.4B | ||
| Q1 25 | $21.3B | $9.1B | ||
| Q4 24 | $21.3B | $9.5B | ||
| Q3 24 | $21.2B | $9.2B | ||
| Q2 24 | $20.5B | $8.8B |
总资产
DLR
MLM
| Q1 26 | $49.4B | — | ||
| Q4 25 | $49.4B | $18.7B | ||
| Q3 25 | $48.7B | $18.7B | ||
| Q2 25 | $48.7B | $18.1B | ||
| Q1 25 | $45.1B | $17.7B | ||
| Q4 24 | $45.3B | $18.2B | ||
| Q3 24 | $45.3B | $16.5B | ||
| Q2 24 | $43.6B | $16.3B |
负债/权益比
DLR
MLM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.53× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.58× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.44× | ||
| Q2 24 | — | 0.49× |
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 | — | $629.0M |
| 自由现金流经营现金流 - 资本支出 | — | $424.0M |
| 自由现金流率自由现金流/营收 | — | 37.2% |
| 资本支出强度资本支出/营收 | — | 18.0% |
| 现金转化率经营现金流/净利润 | — | 2.25× |
| 过去12个月自由现金流最近4个季度 | — | $978.0M |
8季度趋势,按日历期对齐
经营现金流
DLR
MLM
| Q1 26 | — | — | ||
| Q4 25 | $719.0M | $629.0M | ||
| Q3 25 | $652.9M | $551.0M | ||
| Q2 25 | $641.2M | $387.0M | ||
| Q1 25 | $399.1M | $218.0M | ||
| Q4 24 | $769.5M | $686.0M | ||
| Q3 24 | $566.5M | $600.0M | ||
| Q2 24 | $573.2M | $1.0M |
自由现金流
DLR
MLM
| Q1 26 | — | — | ||
| Q4 25 | — | $424.0M | ||
| Q3 25 | — | $361.0M | ||
| Q2 25 | — | $208.0M | ||
| Q1 25 | — | $-15.0M | ||
| Q4 24 | — | $453.0M | ||
| Q3 24 | — | $317.0M | ||
| Q2 24 | — | $-138.0M |
自由现金流率
DLR
MLM
| Q1 26 | — | — | ||
| Q4 25 | — | 37.2% | ||
| Q3 25 | — | 19.6% | ||
| Q2 25 | — | 11.5% | ||
| Q1 25 | — | -1.1% | ||
| Q4 24 | — | 27.8% | ||
| Q3 24 | — | 16.8% | ||
| Q2 24 | — | -7.8% |
资本支出强度
DLR
MLM
| Q1 26 | — | — | ||
| Q4 25 | — | 18.0% | ||
| Q3 25 | — | 10.3% | ||
| Q2 25 | — | 9.9% | ||
| Q1 25 | — | 17.2% | ||
| Q4 24 | — | 14.3% | ||
| Q3 24 | — | 15.0% | ||
| Q2 24 | — | 7.9% |
现金转化率
DLR
MLM
| Q1 26 | — | — | ||
| Q4 25 | 7.29× | 2.25× | ||
| Q3 25 | 9.63× | 1.33× | ||
| Q2 25 | 0.62× | 1.18× | ||
| Q1 25 | 3.63× | 1.88× | ||
| Q4 24 | 4.06× | 2.34× | ||
| Q3 24 | 11.07× | 1.65× | ||
| Q2 24 | 7.15× | 0.00× |
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
MLM
| Building Materials Business East Group | $774.0M | 68% |
| Building Materials Business West Group | $233.0M | 20% |
| Services | $88.0M | 8% |
| Other | $45.0M | 4% |