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Equinix（EQIX）与欧文斯科宁（OC）财务数据对比。点击上方公司名可切换其他公司
Equinix的季度营收约是欧文斯科宁的1.1倍（$2.4B vs $2.1B），Equinix净利率更高（11.0% vs -13.9%，领先24.9%），Equinix同比增速更快（8.8% vs -24.6%），过去两年Equinix的营收复合增速更高（5.9% vs -3.5%）
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）。
欧文斯科宁是美国知名建材及复合材料企业，1935年由康宁玻璃厂与欧文斯-伊利诺伊公司合资组建。主营保温材料、屋面材料、玻璃纤维复合材料及相关产品，是全球最大的玻璃纤维复合材料生产商，全球员工约1.9万人，自1955年《财富》500强榜单创立以来连年上榜。
EQIX vs OC — 直观对比
营收规模更大
EQIX
是对方的1.1倍
$2.1B
营收增速更快
EQIX
高出33.3%
-24.6%
净利率更高
EQIX
高出24.9%
-13.9%
两年增速更快
EQIX
近两年复合增速
-3.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $2.1B |
| 净利润 | $265.0M | $-298.0M |
| 毛利率 | 50.5% | 23.2% |
| 营业利润率 | 17.4% | -10.5% |
| 净利率 | 11.0% | -13.9% |
| 营收同比 | 8.8% | -24.6% |
| 净利润同比 | -22.7% | -15.5% |
| 每股收益（稀释后） | $2.70 | $-3.47 |
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EQIXOC
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $2.1B | ||
| Q3 25 | $2.3B | $2.7B | ||
| Q2 25 | $2.3B | $2.7B | ||
| Q1 25 | $2.2B | $2.5B | ||
| Q4 24 | $2.3B | $2.8B | ||
| Q3 24 | $2.2B | $3.0B | ||
| Q2 24 | $2.2B | $2.8B |
净利润EQIXOC
| Q1 26 | $265.0M | — | ||
| Q4 25 | $265.0M | $-298.0M | ||
| Q3 25 | $374.0M | $-494.0M | ||
| Q2 25 | $368.0M | $363.0M | ||
| Q1 25 | $343.0M | $-93.0M | ||
| Q4 24 | $-14.0M | $-258.0M | ||
| Q3 24 | $297.0M | $321.0M | ||
| Q2 24 | $301.0M | $285.0M |
毛利率EQIXOC
| Q1 26 | 50.5% | — | ||
| Q4 25 | 50.5% | 23.2% | ||
| Q3 25 | 50.7% | 28.2% | ||
| Q2 25 | 52.0% | 31.2% | ||
| Q1 25 | 51.3% | 28.7% | ||
| Q4 24 | 47.1% | 28.1% | ||
| Q3 24 | 50.1% | 29.8% | ||
| Q2 24 | 49.9% | 31.1% |
营业利润率EQIXOC
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | -10.5% | ||
| Q3 25 | 20.5% | -12.2% | ||
| Q2 25 | 21.9% | 18.4% | ||
| Q1 25 | 20.6% | 16.1% | ||
| Q4 24 | 4.6% | -8.5% | ||
| Q3 24 | 19.3% | 16.7% | ||
| Q2 24 | 20.2% | 16.4% |
净利率EQIXOC
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.0% | -13.9% | ||
| Q3 25 | 16.1% | -18.4% | ||
| Q2 25 | 16.3% | 13.2% | ||
| Q1 25 | 15.4% | -3.7% | ||
| Q4 24 | -0.6% | -9.1% | ||
| Q3 24 | 13.5% | 10.5% | ||
| Q2 24 | 13.9% | 10.2% |
每股收益（稀释后）EQIXOC
| Q1 26 | $2.70 | — | ||
| Q4 25 | $2.70 | $-3.47 | ||
| Q3 25 | $3.81 | $-5.92 | ||
| Q2 25 | $3.75 | $4.25 | ||
| Q1 25 | $3.50 | $-1.08 | ||
| Q4 24 | $-0.19 | $-2.92 | ||
| Q3 24 | $3.10 | $3.65 | ||
| Q2 24 | $3.16 | $3.24 |
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 | $345.0M |
| 总债务越低越好 | — | $4.7B |
| 股东权益账面价值 | $14.2B | $3.9B |
| 总资产 | $40.1B | $13.0B |
| 负债/权益比越低杠杆越低 | — | 1.22× |
8季度趋势，按日历期对齐
现金及短期投资EQIXOC
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $345.0M | ||
| Q3 25 | $2.9B | $286.0M | ||
| Q2 25 | $4.5B | $230.0M | ||
| Q1 25 | $3.7B | $400.0M | ||
| Q4 24 | $3.6B | $361.0M | ||
| Q3 24 | $3.2B | $499.0M | ||
| Q2 24 | $2.0B | $254.0M |
总债务EQIXOC
| Q1 26 | — | — | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | $17.3B | $4.7B | ||
| Q2 25 | $18.1B | $5.1B | ||
| Q1 25 | $15.9B | $5.0B | ||
| Q4 24 | $15.3B | $5.1B | ||
| Q3 24 | $15.4B | $5.0B | ||
| Q2 24 | $14.5B | $5.0B |
股东权益EQIXOC
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | $3.9B | ||
| Q3 25 | $14.2B | $4.4B | ||
| Q2 25 | $14.1B | $5.2B | ||
| Q1 25 | $13.9B | $4.9B | ||
| Q4 24 | $13.5B | $5.1B | ||
| Q3 24 | $13.6B | $5.6B | ||
| Q2 24 | $12.3B | $5.5B |
总资产EQIXOC
| Q1 26 | $40.1B | — | ||
| Q4 25 | $40.1B | $13.0B | ||
| Q3 25 | $38.1B | $13.5B | ||
| Q2 25 | $38.8B | $14.5B | ||
| Q1 25 | $36.1B | $14.3B | ||
| Q4 24 | $35.1B | $14.1B | ||
| Q3 24 | $35.4B | $15.1B | ||
| Q2 24 | $32.9B | $15.0B |
负债/权益比EQIXOC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.22× | ||
| Q3 25 | 1.22× | 1.06× | ||
| Q2 25 | 1.28× | 0.98× | ||
| Q1 25 | 1.14× | 1.03× | ||
| Q4 24 | 1.13× | 1.01× | ||
| Q3 24 | 1.13× | 0.89× | ||
| Q2 24 | 1.18× | 0.92× |
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 | — | $590.0M |
| 自由现金流经营现金流 - 资本支出 | — | $333.0M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 12.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $962.0M |
8季度趋势，按日历期对齐
经营现金流EQIXOC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $590.0M | ||
| Q3 25 | $1.0B | $918.0M | ||
| Q2 25 | $944.0M | $327.0M | ||
| Q1 25 | $809.0M | $-49.0M | ||
| Q4 24 | $981.0M | $676.0M | ||
| Q3 24 | $758.0M | $699.0M | ||
| Q2 24 | $912.0M | $493.0M |
自由现金流EQIXOC
| Q1 26 | — | — | ||
| Q4 25 | $-292.0M | $333.0M | ||
| Q3 25 | $-122.0M | $752.0M | ||
| Q2 25 | $-45.0M | $129.0M | ||
| Q1 25 | $59.0M | $-252.0M | ||
| Q4 24 | $-6.0M | $479.0M | ||
| Q3 24 | $34.0M | $558.0M | ||
| Q2 24 | $264.0M | $336.0M |
自由现金流率EQIXOC
| Q1 26 | — | — | ||
| Q4 25 | -12.1% | 15.5% | ||
| Q3 25 | -5.3% | 28.0% | ||
| Q2 25 | -2.0% | 4.7% | ||
| Q1 25 | 2.7% | -10.0% | ||
| Q4 24 | -0.3% | 16.9% | ||
| Q3 24 | 1.5% | 18.3% | ||
| Q2 24 | 12.2% | 12.0% |
资本支出强度EQIXOC
| Q1 26 | — | — | ||
| Q4 25 | 59.3% | 12.0% | ||
| Q3 25 | 49.1% | 6.2% | ||
| Q2 25 | 43.8% | 7.2% | ||
| Q1 25 | 33.7% | 8.0% | ||
| Q4 24 | 43.7% | 6.9% | ||
| Q3 24 | 32.9% | 4.6% | ||
| Q2 24 | 30.0% | 5.6% |
现金转化率EQIXOC
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | — | ||
| Q3 25 | 2.71× | — | ||
| Q2 25 | 2.57× | 0.90× | ||
| Q1 25 | 2.36× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.55× | 2.18× | ||
| Q2 24 | 3.03× | 1.73× |
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
OC
| Insulation | $724.0M | 34% |
| Residential | $625.0M | 29% |
| Doors | $427.0M | 20% |
| Discontinued Operations Disposed Of By Sale | $299.0M | 14% |
| Commercial And Industrial Sector | $101.0M | 5% |
