vs
Equinix（EQIX）与GLOBAL PARTNERS LP（GLP）财务数据对比。点击上方公司名可切换其他公司
Equinix的季度营收约是GLOBAL PARTNERS LP的1.1倍（$2.4B vs $2.2B），Equinix净利率更高（11.0% vs 1.1%，领先9.8%），Equinix同比增速更快（8.8% vs 7.0%），过去两年Equinix的营收复合增速更高（5.9% vs 0.2%）
Equinix是总部位于美国加利福尼亚州雷德伍德城的跨国企业，主营互联网连接服务与数据中心托管业务，旗下数据中心此前常被业内称为“运营商酒店”，2015年1月公司正式转型为房地产投资信托基金（REIT）。
Global Partners LP是一家美国能源供应企业，2018年位列《财富》世界500强第361位，采用业主有限合伙制架构，核心业务为石油产品进口，深耕北美市场开展营销活动，批发的产品涵盖原油、柴油、汽油、取暖油及煤油等品类。
EQIX vs GLP — 直观对比
营收规模更大
EQIX
是对方的1.1倍
$2.2B
营收增速更快
EQIX
高出1.8%
7.0%
净利率更高
EQIX
高出9.8%
1.1%
两年增速更快
EQIX
近两年复合增速
0.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $2.2B |
| 净利润 | $265.0M | $25.1M |
| 毛利率 | 50.5% | 11.9% |
| 营业利润率 | 17.4% | 2.6% |
| 净利率 | 11.0% | 1.1% |
| 营收同比 | 8.8% | 7.0% |
| 净利润同比 | -22.7% | 5.0% |
| 每股收益（稀释后） | $2.70 | — |
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EQIXGLP
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $2.2B | ||
| Q3 25 | $2.3B | $2.2B | ||
| Q2 25 | $2.3B | $2.1B | ||
| Q1 25 | $2.2B | $2.2B | ||
| Q4 24 | $2.3B | $2.1B | ||
| Q3 24 | $2.2B | $2.1B | ||
| Q2 24 | $2.2B | $2.3B |
净利润EQIXGLP
| Q1 26 | $265.0M | — | ||
| Q4 25 | $265.0M | $25.1M | ||
| Q3 25 | $374.0M | $29.0M | ||
| Q2 25 | $368.0M | $25.2M | ||
| Q1 25 | $343.0M | $18.7M | ||
| Q4 24 | $-14.0M | $23.9M | ||
| Q3 24 | $297.0M | $45.9M | ||
| Q2 24 | $301.0M | $46.1M |
毛利率EQIXGLP
| Q1 26 | 50.5% | — | ||
| Q4 25 | 50.5% | 11.9% | ||
| Q3 25 | 50.7% | 12.1% | ||
| Q2 25 | 52.0% | 13.1% | ||
| Q1 25 | 51.3% | 11.7% | ||
| Q4 24 | 47.1% | 13.0% | ||
| Q3 24 | 50.1% | 13.4% | ||
| Q2 24 | 49.9% | 12.6% |
营业利润率EQIXGLP
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | 2.6% | ||
| Q3 25 | 20.5% | 2.7% | ||
| Q2 25 | 21.9% | 2.9% | ||
| Q1 25 | 20.6% | 2.6% | ||
| Q4 24 | 4.6% | 2.8% | ||
| Q3 24 | 19.3% | 3.9% | ||
| Q2 24 | 20.2% | 3.7% |
净利率EQIXGLP
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.0% | 1.1% | ||
| Q3 25 | 16.1% | 1.3% | ||
| Q2 25 | 16.3% | 1.2% | ||
| Q1 25 | 15.4% | 0.9% | ||
| Q4 24 | -0.6% | 1.2% | ||
| Q3 24 | 13.5% | 2.1% | ||
| Q2 24 | 13.9% | 2.0% |
每股收益（稀释后）EQIXGLP
| Q1 26 | $2.70 | — | ||
| Q4 25 | $2.70 | — | ||
| Q3 25 | $3.81 | — | ||
| Q2 25 | $3.75 | — | ||
| Q1 25 | $3.50 | — | ||
| Q4 24 | $-0.19 | — | ||
| Q3 24 | $3.10 | — | ||
| Q2 24 | $3.16 | — |
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 | $3.2B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $14.2B | — |
| 总资产 | $40.1B | $3.9B |
| 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EQIXGLP
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $4.5B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.6B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $2.0B | — |
总债务EQIXGLP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $17.3B | — | ||
| Q2 25 | $18.1B | — | ||
| Q1 25 | $15.9B | — | ||
| Q4 24 | $15.3B | — | ||
| Q3 24 | $15.4B | — | ||
| Q2 24 | $14.5B | — |
股东权益EQIXGLP
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | — | ||
| Q3 25 | $14.2B | — | ||
| Q2 25 | $14.1B | — | ||
| Q1 25 | $13.9B | — | ||
| Q4 24 | $13.5B | — | ||
| Q3 24 | $13.6B | — | ||
| Q2 24 | $12.3B | — |
总资产EQIXGLP
| Q1 26 | $40.1B | — | ||
| Q4 25 | $40.1B | $3.9B | ||
| Q3 25 | $38.1B | $3.7B | ||
| Q2 25 | $38.8B | $3.8B | ||
| Q1 25 | $36.1B | $3.8B | ||
| Q4 24 | $35.1B | $3.8B | ||
| Q3 24 | $35.4B | $3.7B | ||
| Q2 24 | $32.9B | $3.8B |
负债/权益比EQIXGLP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.28× | — | ||
| Q1 25 | 1.14× | — | ||
| Q4 24 | 1.13× | — | ||
| Q3 24 | 1.13× | — | ||
| Q2 24 | 1.18× | — |
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 | — | $101.0M |
| 自由现金流经营现金流 - 资本支出 | — | $62.2M |
| 自由现金流率自由现金流/营收 | — | 2.8% |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 现金转化率经营现金流/净利润 | — | 4.03× |
| 过去12个月自由现金流最近4个季度 | — | $193.3M |
8季度趋势，按日历期对齐
经营现金流EQIXGLP
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $101.0M | ||
| Q3 25 | $1.0B | $19.0M | ||
| Q2 25 | $944.0M | $216.3M | ||
| Q1 25 | $809.0M | $-51.6M | ||
| Q4 24 | $981.0M | $67.2M | ||
| Q3 24 | $758.0M | $122.7M | ||
| Q2 24 | $912.0M | $24.3M |
自由现金流EQIXGLP
| Q1 26 | — | — | ||
| Q4 25 | $-292.0M | $62.2M | ||
| Q3 25 | $-122.0M | $-678.0K | ||
| Q2 25 | $-45.0M | $201.3M | ||
| Q1 25 | $59.0M | $-69.5M | ||
| Q4 24 | $-6.0M | $20.4M | ||
| Q3 24 | $34.0M | $98.4M | ||
| Q2 24 | $264.0M | $8.7M |
自由现金流率EQIXGLP
| Q1 26 | — | — | ||
| Q4 25 | -12.1% | 2.8% | ||
| Q3 25 | -5.3% | -0.0% | ||
| Q2 25 | -2.0% | 9.7% | ||
| Q1 25 | 2.7% | -3.2% | ||
| Q4 24 | -0.3% | 1.0% | ||
| Q3 24 | 1.5% | 4.6% | ||
| Q2 24 | 12.2% | 0.4% |
资本支出强度EQIXGLP
| Q1 26 | — | — | ||
| Q4 25 | 59.3% | 1.8% | ||
| Q3 25 | 49.1% | 0.9% | ||
| Q2 25 | 43.8% | 0.7% | ||
| Q1 25 | 33.7% | 0.8% | ||
| Q4 24 | 43.7% | 2.3% | ||
| Q3 24 | 32.9% | 1.1% | ||
| Q2 24 | 30.0% | 0.7% |
现金转化率EQIXGLP
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | 4.03× | ||
| Q3 25 | 2.71× | 0.66× | ||
| Q2 25 | 2.57× | 8.58× | ||
| Q1 25 | 2.36× | -2.76× | ||
| Q4 24 | — | 2.82× | ||
| Q3 24 | 2.55× | 2.67× | ||
| Q2 24 | 3.03× | 0.53× |
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
EQIX
暂无分部数据
GLP
| Gasoline | $1.0B | 46% |
| Refined Petroleum Products Renewable Fuels Crude Oil And Propane | $884.7M | 40% |
| Commercial Segment | $187.6M | 8% |
| Station Operations | $110.5M | 5% |
