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Equinix(EQIX)与新闻集团(NWSA)财务数据对比。点击上方公司名可切换其他公司
Equinix的季度营收约是新闻集团的1.0倍($2.4B vs $2.4B),Equinix净利率更高(11.0% vs 8.2%,领先2.8%),Equinix同比增速更快(8.8% vs 5.5%),过去两年Equinix的营收复合增速更高(5.9% vs -1.3%)
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)。
新闻集团是全球知名的媒体集团,旗下拥有报纸、出版、数字媒体等多项媒体业务,在全球传媒领域拥有广泛影响力,专注于为受众提供及时多元的时事资讯与内容服务。
EQIX vs NWSA — 直观对比
营收规模更大
EQIX
是对方的1.0倍
$2.4B
营收增速更快
EQIX
高出3.2%
5.5%
净利率更高
EQIX
高出2.8%
8.2%
两年增速更快
EQIX
近两年复合增速
-1.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.4B | $2.4B |
| 净利润 | $265.0M | $193.0M |
| 毛利率 | 50.5% | — |
| 营业利润率 | 17.4% | — |
| 净利率 | 11.0% | 8.2% |
| 营收同比 | 8.8% | 5.5% |
| 净利润同比 | -22.7% | -10.2% |
| 每股收益(稀释后) | $2.70 | $0.34 |
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
NWSA
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $2.4B | ||
| Q3 25 | $2.3B | $2.1B | ||
| Q2 25 | $2.3B | $1.6B | ||
| Q1 25 | $2.2B | $2.0B | ||
| Q4 24 | $2.3B | $2.2B | ||
| Q3 24 | $2.2B | $2.6B | ||
| Q2 24 | $2.2B | $2.6B |
净利润
EQIX
NWSA
| Q1 26 | $265.0M | — | ||
| Q4 25 | $265.0M | $193.0M | ||
| Q3 25 | $374.0M | $112.0M | ||
| Q2 25 | $368.0M | $743.0M | ||
| Q1 25 | $343.0M | $103.0M | ||
| Q4 24 | $-14.0M | $215.0M | ||
| Q3 24 | $297.0M | $119.0M | ||
| Q2 24 | $301.0M | $50.0M |
毛利率
EQIX
NWSA
| 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% | — | ||
| Q2 24 | 49.9% | — |
营业利润率
EQIX
NWSA
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | — | ||
| Q3 25 | 20.5% | — | ||
| Q2 25 | 21.9% | 8.5% | ||
| Q1 25 | 20.6% | 7.5% | ||
| Q4 24 | 4.6% | 19.2% | ||
| Q3 24 | 19.3% | 7.9% | ||
| Q2 24 | 20.2% | 4.3% |
净利率
EQIX
NWSA
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.0% | 8.2% | ||
| Q3 25 | 16.1% | 5.2% | ||
| Q2 25 | 16.3% | 45.6% | ||
| Q1 25 | 15.4% | 5.1% | ||
| Q4 24 | -0.6% | 9.6% | ||
| Q3 24 | 13.5% | 4.6% | ||
| Q2 24 | 13.9% | 1.9% |
每股收益(稀释后)
EQIX
NWSA
| Q1 26 | $2.70 | — | ||
| Q4 25 | $2.70 | $0.34 | ||
| Q3 25 | $3.81 | $0.20 | ||
| Q2 25 | $3.75 | $1.30 | ||
| Q1 25 | $3.50 | $0.18 | ||
| Q4 24 | $-0.19 | $0.38 | ||
| Q3 24 | $3.10 | $0.21 | ||
| Q2 24 | $3.16 | $0.09 |
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 | — | $2.0B |
| 股东权益账面价值 | $14.2B | $8.8B |
| 总资产 | $40.1B | $15.5B |
| 负债/权益比越低杠杆越低 | — | 0.22× |
8季度趋势,按日历期对齐
现金及短期投资
EQIX
NWSA
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $2.1B | ||
| Q3 25 | $2.9B | $2.2B | ||
| Q2 25 | $4.5B | $2.4B | ||
| Q1 25 | $3.7B | $2.1B | ||
| Q4 24 | $3.6B | $1.8B | ||
| Q3 24 | $3.2B | $1.8B | ||
| Q2 24 | $2.0B | $2.0B |
总债务
EQIX
NWSA
| Q1 26 | — | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | $17.3B | $2.0B | ||
| Q2 25 | $18.1B | $2.0B | ||
| Q1 25 | $15.9B | $2.0B | ||
| Q4 24 | $15.3B | $2.0B | ||
| Q3 24 | $15.4B | $2.9B | ||
| Q2 24 | $14.5B | $2.9B |
股东权益
EQIX
NWSA
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | $8.8B | ||
| Q3 25 | $14.2B | $8.7B | ||
| Q2 25 | $14.1B | $8.8B | ||
| Q1 25 | $13.9B | $8.2B | ||
| Q4 24 | $13.5B | $8.1B | ||
| Q3 24 | $13.6B | $8.3B | ||
| Q2 24 | $12.3B | $8.1B |
总资产
EQIX
NWSA
| Q1 26 | $40.1B | — | ||
| Q4 25 | $40.1B | $15.5B | ||
| Q3 25 | $38.1B | $15.3B | ||
| Q2 25 | $38.8B | $15.5B | ||
| Q1 25 | $36.1B | $16.6B | ||
| Q4 24 | $35.1B | $16.2B | ||
| Q3 24 | $35.4B | $16.9B | ||
| Q2 24 | $32.9B | $16.7B |
负债/权益比
EQIX
NWSA
| Q1 26 | — | — | ||
| Q4 25 | — | 0.22× | ||
| Q3 25 | 1.22× | 0.22× | ||
| Q2 25 | 1.28× | 0.22× | ||
| Q1 25 | 1.14× | 0.24× | ||
| Q4 24 | 1.13× | 0.24× | ||
| Q3 24 | 1.13× | 0.35× | ||
| Q2 24 | 1.18× | 0.36× |
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 | — | $231.0M |
| 自由现金流经营现金流 - 资本支出 | — | $132.0M |
| 自由现金流率自由现金流/营收 | — | 5.6% |
| 资本支出强度资本支出/营收 | — | 4.2% |
| 现金转化率经营现金流/净利润 | — | 1.20× |
| 过去12个月自由现金流最近4个季度 | — | $586.0M |
8季度趋势,按日历期对齐
经营现金流
EQIX
NWSA
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $231.0M | ||
| Q3 25 | $1.0B | $85.0M | ||
| Q2 25 | $944.0M | $189.0M | ||
| Q1 25 | $809.0M | $511.0M | ||
| Q4 24 | $981.0M | $252.0M | ||
| Q3 24 | $758.0M | $64.0M | ||
| Q2 24 | $912.0M | $254.0M |
自由现金流
EQIX
NWSA
| Q1 26 | — | — | ||
| Q4 25 | $-292.0M | $132.0M | ||
| Q3 25 | $-122.0M | $4.0M | ||
| Q2 25 | $-45.0M | $32.0M | ||
| Q1 25 | $59.0M | $418.0M | ||
| Q4 24 | $-6.0M | $190.0M | ||
| Q3 24 | $34.0M | $-31.0M | ||
| Q2 24 | $264.0M | $111.0M |
自由现金流率
EQIX
NWSA
| Q1 26 | — | — | ||
| Q4 25 | -12.1% | 5.6% | ||
| Q3 25 | -5.3% | 0.2% | ||
| Q2 25 | -2.0% | 2.0% | ||
| Q1 25 | 2.7% | 20.8% | ||
| Q4 24 | -0.3% | 8.5% | ||
| Q3 24 | 1.5% | -1.2% | ||
| Q2 24 | 12.2% | 4.3% |
资本支出强度
EQIX
NWSA
| Q1 26 | — | — | ||
| Q4 25 | 59.3% | 4.2% | ||
| Q3 25 | 49.1% | 3.8% | ||
| Q2 25 | 43.8% | 9.6% | ||
| Q1 25 | 33.7% | 4.6% | ||
| Q4 24 | 43.7% | 2.8% | ||
| Q3 24 | 32.9% | 3.7% | ||
| Q2 24 | 30.0% | 5.5% |
现金转化率
EQIX
NWSA
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | 1.20× | ||
| Q3 25 | 2.71× | 0.76× | ||
| Q2 25 | 2.57× | 0.25× | ||
| Q1 25 | 2.36× | 4.96× | ||
| Q4 24 | — | 1.17× | ||
| Q3 24 | 2.55× | 0.54× | ||
| Q2 24 | 3.03× | 5.08× |
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
NWSA
| Book Publishing Segment | $633.0M | 27% |
| Consumer | $607.0M | 26% |
| News And Information Services Segment | $570.0M | 24% |
| Real Estate | $401.0M | 17% |
| Other Product Or Service | $173.0M | 7% |