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Digital Realty(DLR)与瑞思迈(RMD)财务数据对比。点击上方公司名可切换其他公司
Digital Realty的季度营收约是瑞思迈的1.1倍($1.6B vs $1.4B),瑞思迈净利率更高(27.6% vs 6.0%,领先21.6%),Digital Realty同比增速更快(16.1% vs 11.0%),过去两年Digital Realty的营收复合增速更高(9.8% vs 9.0%)
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业,主打可接入云端的呼吸类医疗设备,用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病,新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
DLR vs RMD — 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5.2%
11.0%
净利率更高
RMD
高出21.6%
6.0%
两年增速更快
DLR
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $1.4B |
| 净利润 | $98.6M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 6.9% | 34.6% |
| 净利率 | 6.0% | 27.6% |
| 营收同比 | 16.1% | 11.0% |
| 净利润同比 | -10.3% | 13.9% |
| 每股收益(稀释后) | $0.22 | $2.68 |
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
RMD
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.6B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B |
净利润
DLR
RMD
| Q1 26 | $98.6M | — | ||
| Q4 25 | $98.6M | $392.6M | ||
| Q3 25 | $67.8M | $348.5M | ||
| Q2 25 | $1.0B | $379.7M | ||
| Q1 25 | $110.0M | $365.0M | ||
| Q4 24 | $189.6M | $344.6M | ||
| Q3 24 | $51.2M | $311.4M | ||
| Q2 24 | $80.2M | $292.2M |
毛利率
DLR
RMD
| Q1 26 | — | — | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% | ||
| Q2 24 | — | 58.5% |
营业利润率
DLR
RMD
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.9% | 34.6% | ||
| Q3 25 | 8.8% | 33.4% | ||
| Q2 25 | 14.2% | 33.7% | ||
| Q1 25 | 13.9% | 33.0% | ||
| Q4 24 | 10.1% | 32.5% | ||
| Q3 24 | 11.8% | 31.6% | ||
| Q2 24 | 0.7% | 31.2% |
净利率
DLR
RMD
| Q1 26 | 6.0% | — | ||
| Q4 25 | 6.0% | 27.6% | ||
| Q3 25 | 4.3% | 26.1% | ||
| Q2 25 | 69.1% | 28.2% | ||
| Q1 25 | 7.8% | 28.3% | ||
| Q4 24 | 13.2% | 26.9% | ||
| Q3 24 | 3.6% | 25.4% | ||
| Q2 24 | 5.9% | 23.9% |
每股收益(稀释后)
DLR
RMD
| Q1 26 | $0.22 | — | ||
| Q4 25 | $0.22 | $2.68 | ||
| Q3 25 | $0.15 | $2.37 | ||
| Q2 25 | $2.94 | $2.58 | ||
| Q1 25 | $0.27 | $2.48 | ||
| Q4 24 | $0.50 | $2.34 | ||
| Q3 24 | $0.09 | $2.11 | ||
| Q2 24 | $0.20 | $1.97 |
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 | $1.4B |
| 总债务越低越好 | — | $403.9M |
| 股东权益账面价值 | $22.9B | $6.3B |
| 总资产 | $49.4B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势,按日历期对齐
现金及短期投资
DLR
RMD
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $1.4B | ||
| Q3 25 | $3.3B | $1.4B | ||
| Q2 25 | $3.6B | $1.2B | ||
| Q1 25 | $2.3B | $932.7M | ||
| Q4 24 | $3.9B | $521.9M | ||
| Q3 24 | $2.2B | $426.4M | ||
| Q2 24 | $2.3B | $238.4M |
总债务
DLR
RMD
| Q1 26 | — | — | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M | ||
| Q2 24 | — | $697.3M |
股东权益
DLR
RMD
| Q1 26 | $22.9B | — | ||
| Q4 25 | $22.9B | $6.3B | ||
| Q3 25 | $23.0B | $6.1B | ||
| Q2 25 | $22.9B | $6.0B | ||
| Q1 25 | $21.3B | $5.5B | ||
| Q4 24 | $21.3B | $5.3B | ||
| Q3 24 | $21.2B | $5.2B | ||
| Q2 24 | $20.5B | $4.9B |
总资产
DLR
RMD
| Q1 26 | $49.4B | — | ||
| Q4 25 | $49.4B | $8.5B | ||
| Q3 25 | $48.7B | $8.3B | ||
| Q2 25 | $48.7B | $8.2B | ||
| Q1 25 | $45.1B | $7.6B | ||
| Q4 24 | $45.3B | $7.1B | ||
| Q3 24 | $45.3B | $7.2B | ||
| Q2 24 | $43.6B | $6.9B |
负债/权益比
DLR
RMD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× |
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 | — | $339.7M |
| 自由现金流经营现金流 - 资本支出 | — | $311.2M |
| 自由现金流率自由现金流/营收 | — | 21.9% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | — | 0.87× |
| 过去12个月自由现金流最近4个季度 | — | $1.8B |
8季度趋势,按日历期对齐
经营现金流
DLR
RMD
| Q1 26 | — | — | ||
| Q4 25 | $719.0M | $339.7M | ||
| Q3 25 | $652.9M | $457.3M | ||
| Q2 25 | $641.2M | $538.8M | ||
| Q1 25 | $399.1M | $578.7M | ||
| Q4 24 | $769.5M | $308.6M | ||
| Q3 24 | $566.5M | $325.5M | ||
| Q2 24 | $573.2M | $440.1M |
自由现金流
DLR
RMD
| Q1 26 | — | — | ||
| Q4 25 | — | $311.2M | ||
| Q3 25 | — | $414.4M | ||
| Q2 25 | — | $508.2M | ||
| Q1 25 | — | $557.9M | ||
| Q4 24 | — | $288.0M | ||
| Q3 24 | — | $307.7M | ||
| Q2 24 | — | $415.2M |
自由现金流率
DLR
RMD
| Q1 26 | — | — | ||
| Q4 25 | — | 21.9% | ||
| Q3 25 | — | 31.0% | ||
| Q2 25 | — | 37.7% | ||
| Q1 25 | — | 43.2% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | — | 25.1% | ||
| Q2 24 | — | 33.9% |
资本支出强度
DLR
RMD
| Q1 26 | — | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | — | 2.3% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.0% |
现金转化率
DLR
RMD
| Q1 26 | — | — | ||
| Q4 25 | 7.29× | 0.87× | ||
| Q3 25 | 9.63× | 1.31× | ||
| Q2 25 | 0.62× | 1.42× | ||
| Q1 25 | 3.63× | 1.59× | ||
| Q4 24 | 4.06× | 0.90× | ||
| Q3 24 | 11.07× | 1.05× | ||
| Q2 24 | 7.15× | 1.51× |
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
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |