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Equinix(EQIX)与伊利诺伊工具公司(ITW)财务数据对比。点击上方公司名可切换其他公司
伊利诺伊工具公司的季度营收约是Equinix的1.7倍($4.1B vs $2.4B),伊利诺伊工具公司净利率更高(19.3% vs 11.0%,领先8.4%),Equinix同比增速更快(8.8% vs 4.1%),过去两年Equinix的营收复合增速更高(5.9% vs 1.5%)
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)。
ITW(伊利诺伊工具公司)是美国财富500强企业,1912年由拜伦·L·史密斯创立。公司主营工程紧固件及组件、设备与耗材系统、特种产品等,依托去中心化、精简运营、以客户为中心的创新及收购策略稳步发展,在全球工业制造领域拥有较高知名度。
EQIX vs ITW — 直观对比
营收规模更大
ITW
是对方的1.7倍
$2.4B
营收增速更快
EQIX
高出4.7%
4.1%
净利率更高
ITW
高出8.4%
11.0%
两年增速更快
EQIX
近两年复合增速
1.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.4B | $4.1B |
| 净利润 | $265.0M | $790.0M |
| 毛利率 | 50.5% | 53.0% |
| 营业利润率 | 17.4% | 26.5% |
| 净利率 | 11.0% | 19.3% |
| 营收同比 | 8.8% | 4.1% |
| 净利润同比 | -22.7% | 5.3% |
| 每股收益(稀释后) | $2.70 | $2.72 |
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
EQIX
ITW
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $4.1B | ||
| Q3 25 | $2.3B | $4.1B | ||
| Q2 25 | $2.3B | $4.1B | ||
| Q1 25 | $2.2B | $3.8B | ||
| Q4 24 | $2.3B | $3.9B | ||
| Q3 24 | $2.2B | $4.0B | ||
| Q2 24 | $2.2B | $4.0B |
净利润
EQIX
ITW
| Q1 26 | $265.0M | — | ||
| Q4 25 | $265.0M | $790.0M | ||
| Q3 25 | $374.0M | $821.0M | ||
| Q2 25 | $368.0M | $755.0M | ||
| Q1 25 | $343.0M | $700.0M | ||
| Q4 24 | $-14.0M | $750.0M | ||
| Q3 24 | $297.0M | $1.2B | ||
| Q2 24 | $301.0M | $759.0M |
毛利率
EQIX
ITW
| Q1 26 | 50.5% | — | ||
| Q4 25 | 50.5% | 53.0% | ||
| Q3 25 | 50.7% | 53.2% | ||
| Q2 25 | 52.0% | 52.8% | ||
| Q1 25 | 51.3% | 52.6% | ||
| Q4 24 | 47.1% | 52.1% | ||
| Q3 24 | 50.1% | 52.5% | ||
| Q2 24 | 49.9% | 52.3% |
营业利润率
EQIX
ITW
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | 26.5% | ||
| Q3 25 | 20.5% | 27.4% | ||
| Q2 25 | 21.9% | 26.4% | ||
| Q1 25 | 20.6% | 24.8% | ||
| Q4 24 | 4.6% | 26.2% | ||
| Q3 24 | 19.3% | 26.5% | ||
| Q2 24 | 20.2% | 26.2% |
净利率
EQIX
ITW
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.0% | 19.3% | ||
| Q3 25 | 16.1% | 20.2% | ||
| Q2 25 | 16.3% | 18.6% | ||
| Q1 25 | 15.4% | 18.2% | ||
| Q4 24 | -0.6% | 19.1% | ||
| Q3 24 | 13.5% | 29.2% | ||
| Q2 24 | 13.9% | 18.8% |
每股收益(稀释后)
EQIX
ITW
| Q1 26 | $2.70 | — | ||
| Q4 25 | $2.70 | $2.72 | ||
| Q3 25 | $3.81 | $2.81 | ||
| Q2 25 | $3.75 | $2.58 | ||
| Q1 25 | $3.50 | $2.38 | ||
| Q4 24 | $-0.19 | $2.53 | ||
| Q3 24 | $3.10 | $3.91 | ||
| Q2 24 | $3.16 | $2.54 |
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 | $851.0M |
| 总债务越低越好 | — | $7.7B |
| 股东权益账面价值 | $14.2B | $3.2B |
| 总资产 | $40.1B | $16.1B |
| 负债/权益比越低杠杆越低 | — | 2.38× |
8季度趋势,按日历期对齐
现金及短期投资
EQIX
ITW
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $851.0M | ||
| Q3 25 | $2.9B | $924.0M | ||
| Q2 25 | $4.5B | $788.0M | ||
| Q1 25 | $3.7B | $873.0M | ||
| Q4 24 | $3.6B | $948.0M | ||
| Q3 24 | $3.2B | $947.0M | ||
| Q2 24 | $2.0B | $862.0M |
总债务
EQIX
ITW
| Q1 26 | — | — | ||
| Q4 25 | — | $7.7B | ||
| Q3 25 | $17.3B | — | ||
| Q2 25 | $18.1B | — | ||
| Q1 25 | $15.9B | — | ||
| Q4 24 | $15.3B | $7.1B | ||
| Q3 24 | $15.4B | — | ||
| Q2 24 | $14.5B | — |
股东权益
EQIX
ITW
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | $3.2B | ||
| Q3 25 | $14.2B | $3.2B | ||
| Q2 25 | $14.1B | $3.2B | ||
| Q1 25 | $13.9B | $3.2B | ||
| Q4 24 | $13.5B | $3.3B | ||
| Q3 24 | $13.6B | $3.4B | ||
| Q2 24 | $12.3B | $3.0B |
总资产
EQIX
ITW
| Q1 26 | $40.1B | — | ||
| Q4 25 | $40.1B | $16.1B | ||
| Q3 25 | $38.1B | $16.1B | ||
| Q2 25 | $38.8B | $16.0B | ||
| Q1 25 | $36.1B | $15.5B | ||
| Q4 24 | $35.1B | $15.1B | ||
| Q3 24 | $35.4B | $15.8B | ||
| Q2 24 | $32.9B | $15.6B |
负债/权益比
EQIX
ITW
| Q1 26 | — | — | ||
| Q4 25 | — | 2.38× | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.28× | — | ||
| Q1 25 | 1.14× | — | ||
| Q4 24 | 1.13× | 2.14× | ||
| 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 | — | $963.0M |
| 自由现金流经营现金流 - 资本支出 | — | $858.0M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 1.22× |
| 过去12个月自由现金流最近4个季度 | — | $2.7B |
8季度趋势,按日历期对齐
经营现金流
EQIX
ITW
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $963.0M | ||
| Q3 25 | $1.0B | $1.0B | ||
| Q2 25 | $944.0M | $550.0M | ||
| Q1 25 | $809.0M | $592.0M | ||
| Q4 24 | $981.0M | $1.1B | ||
| Q3 24 | $758.0M | $891.0M | ||
| Q2 24 | $912.0M | $687.0M |
自由现金流
EQIX
ITW
| Q1 26 | — | — | ||
| Q4 25 | $-292.0M | $858.0M | ||
| Q3 25 | $-122.0M | $904.0M | ||
| Q2 25 | $-45.0M | $449.0M | ||
| Q1 25 | $59.0M | $496.0M | ||
| Q4 24 | $-6.0M | $996.0M | ||
| Q3 24 | $34.0M | $783.0M | ||
| Q2 24 | $264.0M | $571.0M |
自由现金流率
EQIX
ITW
| Q1 26 | — | — | ||
| Q4 25 | -12.1% | 21.0% | ||
| Q3 25 | -5.3% | 22.3% | ||
| Q2 25 | -2.0% | 11.1% | ||
| Q1 25 | 2.7% | 12.9% | ||
| Q4 24 | -0.3% | 25.3% | ||
| Q3 24 | 1.5% | 19.7% | ||
| Q2 24 | 12.2% | 14.2% |
资本支出强度
EQIX
ITW
| Q1 26 | — | — | ||
| Q4 25 | 59.3% | 2.6% | ||
| Q3 25 | 49.1% | 2.9% | ||
| Q2 25 | 43.8% | 2.5% | ||
| Q1 25 | 33.7% | 2.5% | ||
| Q4 24 | 43.7% | 3.0% | ||
| Q3 24 | 32.9% | 2.7% | ||
| Q2 24 | 30.0% | 2.9% |
现金转化率
EQIX
ITW
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | 1.22× | ||
| Q3 25 | 2.71× | 1.24× | ||
| Q2 25 | 2.57× | 0.73× | ||
| Q1 25 | 2.36× | 0.85× | ||
| Q4 24 | — | 1.49× | ||
| Q3 24 | 2.55× | 0.77× | ||
| Q2 24 | 3.03× | 0.91× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图