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Digital Realty（DLR）与SIRIUS XM HOLDINGS INC.（SIRI）财务数据对比。点击上方公司名可切换其他公司
SIRIUS XM HOLDINGS INC.的季度营收约是Digital Realty的1.3倍（$2.2B vs $1.6B），Digital Realty净利率更高（6.0% vs 4.5%，领先1.5%），Digital Realty同比增速更快（16.1% vs 0.2%），过去两年Digital Realty的营收复合增速更高（9.8% vs 0.7%）
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。
天狼星XM控股旗下的XM卫星广播是美国及加拿大三大卫星与在线广播服务商之一，采用类似付费有线电视的订阅制模式运营。平台拥有73个音乐频道、39个新闻、体育、访谈及娱乐频道，另设21个区域交通气象频道与23个体育赛事直播频道，服务覆盖北美大量付费用户。
DLR vs SIRI — 直观对比
营收规模更大
SIRI
是对方的1.3倍
$1.6B
营收增速更快
DLR
高出15.9%
0.2%
净利率更高
DLR
高出1.5%
4.5%
两年增速更快
DLR
近两年复合增速
0.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.2B |
| 净利润 | $98.6M | $99.0M |
| 毛利率 | — | 53.1% |
| 营业利润率 | 6.9% | 10.3% |
| 净利率 | 6.0% | 4.5% |
| 营收同比 | 16.1% | 0.2% |
| 净利润同比 | -10.3% | -55.4% |
| 每股收益（稀释后） | $0.22 | $0.23 |
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DLRSIRI
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $2.2B | ||
| Q3 25 | $1.6B | $2.2B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.4B | $2.2B | ||
| Q3 24 | $1.4B | $2.2B | ||
| Q2 24 | $1.4B | $2.2B |
净利润DLRSIRI
| Q1 26 | $98.6M | — | ||
| Q4 25 | $98.6M | $99.0M | ||
| Q3 25 | $67.8M | $297.0M | ||
| Q2 25 | $1.0B | $205.0M | ||
| Q1 25 | $110.0M | $204.0M | ||
| Q4 24 | $189.6M | $222.0M | ||
| Q3 24 | $51.2M | $-2.5B | ||
| Q2 24 | $80.2M | $304.0M |
毛利率DLRSIRI
| Q1 26 | — | — | ||
| Q4 25 | — | 53.1% | ||
| Q3 25 | — | 52.2% | ||
| Q2 25 | — | 52.4% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.9% | ||
| Q3 24 | — | 53.2% | ||
| Q2 24 | — | 53.5% |
营业利润率DLRSIRI
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.9% | 10.3% | ||
| Q3 25 | 8.8% | 22.8% | ||
| Q2 25 | 14.2% | 17.1% | ||
| Q1 25 | 13.9% | 18.7% | ||
| Q4 24 | 10.1% | 20.2% | ||
| Q3 24 | 11.8% | -133.6% | ||
| Q2 24 | 0.7% | 23.2% |
净利率DLRSIRI
| Q1 26 | 6.0% | — | ||
| Q4 25 | 6.0% | 4.5% | ||
| Q3 25 | 4.3% | 13.8% | ||
| Q2 25 | 69.1% | 9.6% | ||
| Q1 25 | 7.8% | 9.9% | ||
| Q4 24 | 13.2% | 10.1% | ||
| Q3 24 | 3.6% | -113.1% | ||
| Q2 24 | 5.9% | 14.0% |
每股收益（稀释后）DLRSIRI
| Q1 26 | $0.22 | — | ||
| Q4 25 | $0.22 | $0.23 | ||
| Q3 25 | $0.15 | $0.84 | ||
| Q2 25 | $2.94 | $0.57 | ||
| Q1 25 | $0.27 | $0.59 | ||
| Q4 24 | $0.50 | $2.45 | ||
| Q3 24 | $0.09 | $-8.74 | ||
| Q2 24 | $0.20 | $0.08 |
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 | $94.0M |
| 总债务越低越好 | — | $8.6B |
| 股东权益账面价值 | $22.9B | $11.6B |
| 总资产 | $49.4B | $27.2B |
| 负债/权益比越低杠杆越低 | — | 0.75× |
8季度趋势，按日历期对齐
现金及短期投资DLRSIRI
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $94.0M | ||
| Q3 25 | $3.3B | $79.0M | ||
| Q2 25 | $3.6B | $92.0M | ||
| Q1 25 | $2.3B | $127.0M | ||
| Q4 24 | $3.9B | $162.0M | ||
| Q3 24 | $2.2B | $127.0M | ||
| Q2 24 | $2.3B | $100.0M |
总债务DLRSIRI
| Q1 26 | — | — | ||
| Q4 25 | — | $8.6B | ||
| Q3 25 | — | $9.0B | ||
| Q2 25 | — | $10.1B | ||
| Q1 25 | — | $10.4B | ||
| Q4 24 | — | $10.3B | ||
| Q3 24 | — | $10.1B | ||
| Q2 24 | — | $9.0B |
股东权益DLRSIRI
| Q1 26 | $22.9B | — | ||
| Q4 25 | $22.9B | $11.6B | ||
| Q3 25 | $23.0B | $11.6B | ||
| Q2 25 | $22.9B | $11.3B | ||
| Q1 25 | $21.3B | $11.2B | ||
| Q4 24 | $21.3B | $11.1B | ||
| Q3 24 | $21.2B | $10.9B | ||
| Q2 24 | $20.5B | $-2.1B |
总资产DLRSIRI
| Q1 26 | $49.4B | — | ||
| Q4 25 | $49.4B | $27.2B | ||
| Q3 25 | $48.7B | $27.4B | ||
| Q2 25 | $48.7B | $27.3B | ||
| Q1 25 | $45.1B | $27.4B | ||
| Q4 24 | $45.3B | $27.5B | ||
| Q3 24 | $45.3B | $27.5B | ||
| Q2 24 | $43.6B | $11.2B |
负债/权益比DLRSIRI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.78× | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | 0.93× | ||
| Q3 24 | — | 0.93× | ||
| Q2 24 | — | — |
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 | — | $680.0M |
| 自由现金流经营现金流 - 资本支出 | — | $536.0M |
| 自由现金流率自由现金流/营收 | — | 24.4% |
| 资本支出强度资本支出/营收 | — | 6.6% |
| 现金转化率经营现金流/净利润 | — | 6.87× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流DLRSIRI
| Q1 26 | — | — | ||
| Q4 25 | $719.0M | $680.0M | ||
| Q3 25 | $652.9M | $430.0M | ||
| Q2 25 | $641.2M | $546.0M | ||
| Q1 25 | $399.1M | $242.0M | ||
| Q4 24 | $769.5M | $679.0M | ||
| Q3 24 | $566.5M | $240.0M | ||
| Q2 24 | $573.2M | $514.0M |
自由现金流DLRSIRI
| Q1 26 | — | — | ||
| Q4 25 | — | $536.0M | ||
| Q3 25 | — | $255.0M | ||
| Q2 25 | — | $401.0M | ||
| Q1 25 | — | $53.0M | ||
| Q4 24 | — | $514.0M | ||
| Q3 24 | — | $24.0M | ||
| Q2 24 | — | $341.0M |
自由现金流率DLRSIRI
| Q1 26 | — | — | ||
| Q4 25 | — | 24.4% | ||
| Q3 25 | — | 11.8% | ||
| Q2 25 | — | 18.8% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 23.5% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 15.7% |
资本支出强度DLRSIRI
| Q1 26 | — | — | ||
| Q4 25 | — | 6.6% | ||
| Q3 25 | — | 8.1% | ||
| Q2 25 | — | 6.8% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | — | 7.9% |
现金转化率DLRSIRI
| Q1 26 | — | — | ||
| Q4 25 | 7.29× | 6.87× | ||
| Q3 25 | 9.63× | 1.45× | ||
| Q2 25 | 0.62× | 2.66× | ||
| Q1 25 | 3.63× | 1.19× | ||
| Q4 24 | 4.06× | 3.06× | ||
| Q3 24 | 11.07× | — | ||
| Q2 24 | 7.15× | 1.69× |
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
SIRI
| Subscription And Circulation | $1.6B | 74% |
| Advertising | $491.0M | 22% |
| Cost Of Sales Equipment Products And Services | $48.0M | 2% |
| Other Revenue | $28.0M | 1% |
