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Equinix（EQIX）与艾昆纬（IQV）财务数据对比。点击上方公司名可切换其他公司
艾昆纬的季度营收约是Equinix的1.8倍（$4.4B vs $2.4B），艾昆纬净利率更高（11.8% vs 11.0%，领先0.8%），艾昆纬同比增速更快（10.3% vs 8.8%），过去两年艾昆纬的营收复合增速更高（8.1% vs 5.9%）
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）。
艾昆纬控股（IQVIA Holdings Inc.）总部位于美国北卡罗来纳州达勒姆，是专注于医疗信息技术与临床研究领域的知名企业。公司依托专业技术优势与行业资源积累，为医疗健康、医药研发等领域客户提供专业解决方案与服务支持，助力产业创新发展。
EQIX vs IQV — 直观对比
营收规模更大
IQV
是对方的1.8倍
$2.4B
营收增速更快
IQV
高出1.5%
8.8%
净利率更高
IQV
高出0.8%
11.0%
两年增速更快
IQV
近两年复合增速
5.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $4.4B |
| 净利润 | $265.0M | $514.0M |
| 毛利率 | 50.5% | — |
| 营业利润率 | 17.4% | 14.4% |
| 净利率 | 11.0% | 11.8% |
| 营收同比 | 8.8% | 10.3% |
| 净利润同比 | -22.7% | 17.6% |
| 每股收益（稀释后） | $2.70 | $2.97 |
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EQIXIQV
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $4.4B | ||
| Q3 25 | $2.3B | $4.1B | ||
| Q2 25 | $2.3B | $4.0B | ||
| Q1 25 | $2.2B | $3.8B | ||
| Q4 24 | $2.3B | $4.0B | ||
| Q3 24 | $2.2B | $3.9B | ||
| Q2 24 | $2.2B | $3.8B |
净利润EQIXIQV
| Q1 26 | $265.0M | — | ||
| Q4 25 | $265.0M | $514.0M | ||
| Q3 25 | $374.0M | $331.0M | ||
| Q2 25 | $368.0M | $266.0M | ||
| Q1 25 | $343.0M | $249.0M | ||
| Q4 24 | $-14.0M | $437.0M | ||
| Q3 24 | $297.0M | $285.0M | ||
| Q2 24 | $301.0M | $363.0M |
毛利率EQIXIQV
| Q1 26 | 50.5% | — | ||
| Q4 25 | 50.5% | — | ||
| Q3 25 | 50.7% | — | ||
| Q2 25 | 52.0% | — | ||
| Q1 25 | 51.3% | — | ||
| Q4 24 | 47.1% | — | ||
| Q3 24 | 50.1% | 23.5% | ||
| Q2 24 | 49.9% | 22.6% |
营业利润率EQIXIQV
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | 14.4% | ||
| Q3 25 | 20.5% | 13.5% | ||
| Q2 25 | 21.9% | 12.6% | ||
| Q1 25 | 20.6% | 13.0% | ||
| Q4 24 | 4.6% | 15.8% | ||
| Q3 24 | 19.3% | 14.1% | ||
| Q2 24 | 20.2% | 13.6% |
净利率EQIXIQV
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.0% | 11.8% | ||
| Q3 25 | 16.1% | 8.1% | ||
| Q2 25 | 16.3% | 6.6% | ||
| Q1 25 | 15.4% | 6.5% | ||
| Q4 24 | -0.6% | 11.0% | ||
| Q3 24 | 13.5% | 7.3% | ||
| Q2 24 | 13.9% | 9.5% |
每股收益（稀释后）EQIXIQV
| Q1 26 | $2.70 | — | ||
| Q4 25 | $2.70 | $2.97 | ||
| Q3 25 | $3.81 | $1.93 | ||
| Q2 25 | $3.75 | $1.54 | ||
| Q1 25 | $3.50 | $1.40 | ||
| Q4 24 | $-0.19 | $2.41 | ||
| Q3 24 | $3.10 | $1.55 | ||
| Q2 24 | $3.16 | $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 | $3.2B | $2.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $14.2B | $6.5B |
| 总资产 | $40.1B | $29.9B |
| 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EQIXIQV
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $2.1B | ||
| Q3 25 | $2.9B | $2.0B | ||
| Q2 25 | $4.5B | $2.2B | ||
| Q1 25 | $3.7B | $1.9B | ||
| Q4 24 | $3.6B | $1.8B | ||
| Q3 24 | $3.2B | $1.7B | ||
| Q2 24 | $2.0B | $1.7B |
总债务EQIXIQV
| 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EQIXIQV
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | $6.5B | ||
| Q3 25 | $14.2B | $6.2B | ||
| Q2 25 | $14.1B | $5.8B | ||
| Q1 25 | $13.9B | $6.0B | ||
| Q4 24 | $13.5B | $6.1B | ||
| Q3 24 | $13.6B | $7.0B | ||
| Q2 24 | $12.3B | $6.7B |
总资产EQIXIQV
| Q1 26 | $40.1B | — | ||
| Q4 25 | $40.1B | $29.9B | ||
| Q3 25 | $38.1B | $28.7B | ||
| Q2 25 | $38.8B | $28.6B | ||
| Q1 25 | $36.1B | $27.3B | ||
| Q4 24 | $35.1B | $26.9B | ||
| Q3 24 | $35.4B | $27.2B | ||
| Q2 24 | $32.9B | $26.4B |
负债/权益比EQIXIQV
| 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 | — | $735.0M |
| 自由现金流经营现金流 - 资本支出 | — | $561.0M |
| 自由现金流率自由现金流/营收 | — | 12.9% |
| 资本支出强度资本支出/营收 | — | 4.0% |
| 现金转化率经营现金流/净利润 | — | 1.43× |
| 过去12个月自由现金流最近4个季度 | — | $2.1B |
8季度趋势，按日历期对齐
经营现金流EQIXIQV
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $735.0M | ||
| Q3 25 | $1.0B | $908.0M | ||
| Q2 25 | $944.0M | $443.0M | ||
| Q1 25 | $809.0M | $568.0M | ||
| Q4 24 | $981.0M | $885.0M | ||
| Q3 24 | $758.0M | $721.0M | ||
| Q2 24 | $912.0M | $588.0M |
自由现金流EQIXIQV
| Q1 26 | — | — | ||
| Q4 25 | $-292.0M | $561.0M | ||
| Q3 25 | $-122.0M | $772.0M | ||
| Q2 25 | $-45.0M | $292.0M | ||
| Q1 25 | $59.0M | $426.0M | ||
| Q4 24 | $-6.0M | $721.0M | ||
| Q3 24 | $34.0M | $571.0M | ||
| Q2 24 | $264.0M | $445.0M |
自由现金流率EQIXIQV
| Q1 26 | — | — | ||
| Q4 25 | -12.1% | 12.9% | ||
| Q3 25 | -5.3% | 18.8% | ||
| Q2 25 | -2.0% | 7.3% | ||
| Q1 25 | 2.7% | 11.1% | ||
| Q4 24 | -0.3% | 18.2% | ||
| Q3 24 | 1.5% | 14.7% | ||
| Q2 24 | 12.2% | 11.7% |
资本支出强度EQIXIQV
| Q1 26 | — | — | ||
| Q4 25 | 59.3% | 4.0% | ||
| Q3 25 | 49.1% | 3.3% | ||
| Q2 25 | 43.8% | 3.8% | ||
| Q1 25 | 33.7% | 3.7% | ||
| Q4 24 | 43.7% | 4.1% | ||
| Q3 24 | 32.9% | 3.9% | ||
| Q2 24 | 30.0% | 3.7% |
现金转化率EQIXIQV
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | 1.43× | ||
| Q3 25 | 2.71× | 2.74× | ||
| Q2 25 | 2.57× | 1.67× | ||
| Q1 25 | 2.36× | 2.28× | ||
| Q4 24 | — | 2.03× | ||
| Q3 24 | 2.55× | 2.53× | ||
| Q2 24 | 3.03× | 1.62× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
