vs
Digital Realty(DLR)与拉夫劳伦(RL)财务数据对比。点击上方公司名可切换其他公司
拉夫劳伦的季度营收约是Digital Realty的1.5倍($2.4B vs $1.6B),拉夫劳伦净利率更高(15.0% vs 6.0%,领先9.0%),Digital Realty同比增速更快(16.1% vs 12.2%),过去两年拉夫劳伦的营收复合增速更高(23.9% 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。
拉夫劳伦是源自美国的跨国时尚巨头,旗下同名高端时尚品牌风靡全球,企业规模达数十亿美元。品牌创始人拉夫劳伦于2015年9月卸任首席执行官,仍留任执行董事长兼首席创意官,主导品牌创意与整体发展方向。
DLR vs RL — 直观对比
营收规模更大
RL
是对方的1.5倍
$1.6B
营收增速更快
DLR
高出3.9%
12.2%
净利率更高
RL
高出9.0%
6.0%
两年增速更快
RL
近两年复合增速
9.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $2.4B |
| 净利润 | $98.6M | $361.6M |
| 毛利率 | — | 69.9% |
| 营业利润率 | 6.9% | 19.6% |
| 净利率 | 6.0% | 15.0% |
| 营收同比 | 16.1% | 12.2% |
| 净利润同比 | -10.3% | 21.6% |
| 每股收益(稀释后) | $0.22 | $5.82 |
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
RL
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $2.4B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $1.5B |
净利润
DLR
RL
| Q1 26 | $98.6M | — | ||
| Q4 25 | $98.6M | $361.6M | ||
| Q3 25 | $67.8M | $207.5M | ||
| Q2 25 | $1.0B | $220.4M | ||
| Q1 25 | $110.0M | $129.0M | ||
| Q4 24 | $189.6M | $297.4M | ||
| Q3 24 | $51.2M | $147.9M | ||
| Q2 24 | $80.2M | $168.6M |
毛利率
DLR
RL
| Q1 26 | — | — | ||
| Q4 25 | — | 69.9% | ||
| Q3 25 | — | 68.0% | ||
| Q2 25 | — | 72.3% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.4% | ||
| Q3 24 | — | 67.0% | ||
| Q2 24 | — | 70.5% |
营业利润率
DLR
RL
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.9% | 19.6% | ||
| Q3 25 | 8.8% | 12.2% | ||
| Q2 25 | 14.2% | 15.9% | ||
| Q1 25 | 13.9% | 9.1% | ||
| Q4 24 | 10.1% | 18.2% | ||
| Q3 24 | 11.8% | 10.4% | ||
| Q2 24 | 0.7% | 13.8% |
净利率
DLR
RL
| Q1 26 | 6.0% | — | ||
| Q4 25 | 6.0% | 15.0% | ||
| Q3 25 | 4.3% | 10.3% | ||
| Q2 25 | 69.1% | 12.8% | ||
| Q1 25 | 7.8% | 7.6% | ||
| Q4 24 | 13.2% | 13.9% | ||
| Q3 24 | 3.6% | 8.6% | ||
| Q2 24 | 5.9% | 11.1% |
每股收益(稀释后)
DLR
RL
| Q1 26 | $0.22 | — | ||
| Q4 25 | $0.22 | $5.82 | ||
| Q3 25 | $0.15 | $3.32 | ||
| Q2 25 | $2.94 | $3.52 | ||
| Q1 25 | $0.27 | $2.03 | ||
| Q4 24 | $0.50 | $4.66 | ||
| Q3 24 | $0.09 | $2.31 | ||
| Q2 24 | $0.20 | $2.61 |
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 | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $22.9B | $2.9B |
| 总资产 | $49.4B | $7.8B |
| 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
RL
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $2.3B | ||
| Q3 25 | $3.3B | $1.6B | ||
| Q2 25 | $3.6B | $2.3B | ||
| Q1 25 | $2.3B | $2.1B | ||
| Q4 24 | $3.9B | $2.1B | ||
| Q3 24 | $2.2B | $1.7B | ||
| Q2 24 | $2.3B | $1.8B |
股东权益
DLR
RL
| Q1 26 | $22.9B | — | ||
| Q4 25 | $22.9B | $2.9B | ||
| Q3 25 | $23.0B | $2.6B | ||
| Q2 25 | $22.9B | $2.5B | ||
| Q1 25 | $21.3B | $2.6B | ||
| Q4 24 | $21.3B | $2.5B | ||
| Q3 24 | $21.2B | $2.4B | ||
| Q2 24 | $20.5B | $2.4B |
总资产
DLR
RL
| Q1 26 | $49.4B | — | ||
| Q4 25 | $49.4B | $7.8B | ||
| Q3 25 | $48.7B | $7.3B | ||
| Q2 25 | $48.7B | $7.8B | ||
| Q1 25 | $45.1B | $7.0B | ||
| Q4 24 | $45.3B | $7.1B | ||
| Q3 24 | $45.3B | $6.8B | ||
| Q2 24 | $43.6B | $6.6B |
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 | — | $779.6M |
| 自由现金流经营现金流 - 资本支出 | — | $704.0M |
| 自由现金流率自由现金流/营收 | — | 29.3% |
| 资本支出强度资本支出/营收 | — | 3.1% |
| 现金转化率经营现金流/净利润 | — | 2.16× |
| 过去12个月自由现金流最近4个季度 | — | $694.5M |
8季度趋势,按日历期对齐
经营现金流
DLR
RL
| Q1 26 | — | — | ||
| Q4 25 | $719.0M | $779.6M | ||
| Q3 25 | $652.9M | $53.2M | ||
| Q2 25 | $641.2M | $176.1M | ||
| Q1 25 | $399.1M | $122.2M | ||
| Q4 24 | $769.5M | $738.4M | ||
| Q3 24 | $566.5M | $97.2M | ||
| Q2 24 | $573.2M | $277.3M |
自由现金流
DLR
RL
| Q1 26 | — | — | ||
| Q4 25 | — | $704.0M | ||
| Q3 25 | — | $-40.6M | ||
| Q2 25 | — | $-11.2M | ||
| Q1 25 | — | $42.3M | ||
| Q4 24 | — | $677.2M | ||
| Q3 24 | — | $55.5M | ||
| Q2 24 | — | $243.9M |
自由现金流率
DLR
RL
| Q1 26 | — | — | ||
| Q4 25 | — | 29.3% | ||
| Q3 25 | — | -2.0% | ||
| Q2 25 | — | -0.7% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 31.6% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 16.1% |
资本支出强度
DLR
RL
| Q1 26 | — | — | ||
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 10.9% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 2.2% |
现金转化率
DLR
RL
| Q1 26 | — | — | ||
| Q4 25 | 7.29× | 2.16× | ||
| Q3 25 | 9.63× | 0.26× | ||
| Q2 25 | 0.62× | 0.80× | ||
| Q1 25 | 3.63× | 0.95× | ||
| Q4 24 | 4.06× | 2.48× | ||
| Q3 24 | 11.07× | 0.66× | ||
| Q2 24 | 7.15× | 1.64× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图