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Equinix（EQIX）与Optimum Communications, Inc.（OPTU）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Optimum Communications, Inc.的1.1倍（$2.4B vs $2.2B），Equinix净利率更高（11.0% vs -3.3%，领先14.2%），Equinix同比增速更快（8.8% vs -2.3%），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）。
Optimum Communications, Inc.是由法籍以色列商人帕特里克·德拉希控股的美国电信运营商，核心业务为数字有线电视与宽带互联网服务，服务覆盖纽约大都会区及美国中西部、南部多个州。截至2017年，该公司在全美21个州共拥有约490万住宅及企业客户，是美国第四大电信企业。
EQIX vs OPTU — 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11.1%
-2.3%
净利率更高
EQIX
高出14.2%
-3.3%
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 | $2.2B |
| 净利润 | $265.0M | $-71.2M |
| 毛利率 | 50.5% | 69.5% |
| 营业利润率 | 17.4% | 18.2% |
| 净利率 | 11.0% | -3.3% |
| 营收同比 | 8.8% | -2.3% |
| 净利润同比 | -22.7% | -31.6% |
| 每股收益（稀释后） | $2.70 | $-0.16 |
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EQIXOPTU
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $2.2B | ||
| Q3 25 | $2.3B | $2.1B | ||
| Q2 25 | $2.3B | $2.1B | ||
| Q1 25 | $2.2B | $2.2B | ||
| Q4 24 | $2.3B | $2.2B | ||
| Q3 24 | $2.2B | $2.2B | ||
| Q2 24 | $2.2B | $2.2B |
净利润EQIXOPTU
| Q1 26 | $265.0M | — | ||
| Q4 25 | $265.0M | $-71.2M | ||
| Q3 25 | $374.0M | $-1.6B | ||
| Q2 25 | $368.0M | $-96.3M | ||
| Q1 25 | $343.0M | $-75.7M | ||
| Q4 24 | $-14.0M | $-54.1M | ||
| Q3 24 | $297.0M | $-43.0M | ||
| Q2 24 | $301.0M | $15.4M |
毛利率EQIXOPTU
| Q1 26 | 50.5% | — | ||
| Q4 25 | 50.5% | 69.5% | ||
| Q3 25 | 50.7% | 69.7% | ||
| Q2 25 | 52.0% | 69.1% | ||
| Q1 25 | 51.3% | 68.8% | ||
| Q4 24 | 47.1% | 67.7% | ||
| Q3 24 | 50.1% | 68.1% | ||
| Q2 24 | 49.9% | 67.9% |
营业利润率EQIXOPTU
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | 18.2% | ||
| Q3 25 | 20.5% | -55.3% | ||
| Q2 25 | 21.9% | 14.5% | ||
| Q1 25 | 20.6% | 16.0% | ||
| Q4 24 | 4.6% | 15.2% | ||
| Q3 24 | 19.3% | 20.0% | ||
| Q2 24 | 20.2% | 22.4% |
净利率EQIXOPTU
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.0% | -3.3% | ||
| Q3 25 | 16.1% | -77.1% | ||
| Q2 25 | 16.3% | -4.5% | ||
| Q1 25 | 15.4% | -3.5% | ||
| Q4 24 | -0.6% | -2.4% | ||
| Q3 24 | 13.5% | -1.9% | ||
| Q2 24 | 13.9% | 0.7% |
每股收益（稀释后）EQIXOPTU
| Q1 26 | $2.70 | — | ||
| Q4 25 | $2.70 | $-0.16 | ||
| Q3 25 | $3.81 | $-3.47 | ||
| Q2 25 | $3.75 | $-0.21 | ||
| Q1 25 | $3.50 | $-0.16 | ||
| Q4 24 | $-0.19 | $-0.11 | ||
| Q3 24 | $3.10 | $-0.09 | ||
| Q2 24 | $3.16 | $0.03 |
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 | $1.0B |
| 总债务越低越好 | — | $26.2B |
| 股东权益账面价值 | $14.2B | $-2.3B |
| 总资产 | $40.1B | $30.7B |
| 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EQIXOPTU
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $1.0B | ||
| Q3 25 | $2.9B | $938.8M | ||
| Q2 25 | $4.5B | $247.3M | ||
| Q1 25 | $3.7B | $279.1M | ||
| Q4 24 | $3.6B | $256.5M | ||
| Q3 24 | $3.2B | $250.0M | ||
| Q2 24 | $2.0B | $362.1M |
总债务EQIXOPTU
| Q1 26 | — | — | ||
| Q4 25 | — | $26.2B | ||
| Q3 25 | $17.3B | $26.2B | ||
| Q2 25 | $18.1B | $25.3B | ||
| Q1 25 | $15.9B | $25.3B | ||
| Q4 24 | $15.3B | $25.1B | ||
| Q3 24 | $15.4B | $25.1B | ||
| Q2 24 | $14.5B | $25.2B |
股东权益EQIXOPTU
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | $-2.3B | ||
| Q3 25 | $14.2B | $-2.2B | ||
| Q2 25 | $14.1B | $-624.1M | ||
| Q1 25 | $13.9B | $-543.0M | ||
| Q4 24 | $13.5B | $-469.2M | ||
| Q3 24 | $13.6B | $-427.1M | ||
| Q2 24 | $12.3B | $-399.1M |
总资产EQIXOPTU
| Q1 26 | $40.1B | — | ||
| Q4 25 | $40.1B | $30.7B | ||
| Q3 25 | $38.1B | $30.7B | ||
| Q2 25 | $38.8B | $31.6B | ||
| Q1 25 | $36.1B | $31.7B | ||
| Q4 24 | $35.1B | $31.7B | ||
| Q3 24 | $35.4B | $31.8B | ||
| Q2 24 | $32.9B | $32.0B |
负债/权益比EQIXOPTU
| 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 | — | $481.6M |
| 自由现金流经营现金流 - 资本支出 | — | $199.4M |
| 自由现金流率自由现金流/营收 | — | 9.1% |
| 资本支出强度资本支出/营收 | — | 12.9% |
| 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 | — | $-118.8M |
8季度趋势，按日历期对齐
经营现金流EQIXOPTU
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $481.6M | ||
| Q3 25 | $1.0B | $147.4M | ||
| Q2 25 | $944.0M | $412.0M | ||
| Q1 25 | $809.0M | $187.5M | ||
| Q4 24 | $981.0M | $439.9M | ||
| Q3 24 | $758.0M | $436.0M | ||
| Q2 24 | $912.0M | $306.8M |
自由现金流EQIXOPTU
| Q1 26 | — | — | ||
| Q4 25 | $-292.0M | $199.4M | ||
| Q3 25 | $-122.0M | $-178.1M | ||
| Q2 25 | $-45.0M | $28.4M | ||
| Q1 25 | $59.0M | $-168.6M | ||
| Q4 24 | $-6.0M | $49.9M | ||
| Q3 24 | $34.0M | $76.9M | ||
| Q2 24 | $264.0M | $-40.9M |
自由现金流率EQIXOPTU
| Q1 26 | — | — | ||
| Q4 25 | -12.1% | 9.1% | ||
| Q3 25 | -5.3% | -8.4% | ||
| Q2 25 | -2.0% | 1.3% | ||
| Q1 25 | 2.7% | -7.8% | ||
| Q4 24 | -0.3% | 2.2% | ||
| Q3 24 | 1.5% | 3.5% | ||
| Q2 24 | 12.2% | -1.8% |
资本支出强度EQIXOPTU
| Q1 26 | — | — | ||
| Q4 25 | 59.3% | 12.9% | ||
| Q3 25 | 49.1% | 15.4% | ||
| Q2 25 | 43.8% | 17.9% | ||
| Q1 25 | 33.7% | 16.5% | ||
| Q4 24 | 43.7% | 17.5% | ||
| Q3 24 | 32.9% | 16.1% | ||
| Q2 24 | 30.0% | 15.5% |
现金转化率EQIXOPTU
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | — | ||
| Q3 25 | 2.71× | — | ||
| Q2 25 | 2.57× | — | ||
| Q1 25 | 2.36× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.55× | — | ||
| Q2 24 | 3.03× | 19.97× |
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
OPTU
| Total Residential Revenue | $1.6B | 74% |
| Business Servicesand Wholesale | $401.8M | 18% |
| Telephony | $60.8M | 3% |
| Other | $57.9M | 3% |
| Franchise | $50.0M | 2% |
