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Equinix（EQIX）与奥的斯（OTIS）财务数据对比。点击上方公司名可切换其他公司
奥的斯的季度营收约是Equinix的1.5倍（$3.6B vs $2.4B），Equinix净利率更高（11.0% vs 9.5%，领先1.4%），Equinix同比增速更快（8.8% vs 1.0%），过去两年Equinix的营收复合增速更高（5.9% vs -0.5%）
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）。
奥的斯（Otis Worldwide）是总部位于美国的知名垂直交通解决方案提供商，专业从事电梯、自动扶梯、自动人行道及相关配套设备的研发、生产与销售业务，产品覆盖全球各地区的商业楼宇、公共设施、住宅等多元场景。
EQIX vs OTIS — 直观对比
营收规模更大
OTIS
是对方的1.5倍
$2.4B
营收增速更快
EQIX
高出7.8%
1.0%
净利率更高
EQIX
高出1.4%
9.5%
两年增速更快
EQIX
近两年复合增速
-0.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $3.6B |
| 净利润 | $265.0M | $340.0M |
| 毛利率 | 50.5% | — |
| 营业利润率 | 17.4% | 15.1% |
| 净利率 | 11.0% | 9.5% |
| 营收同比 | 8.8% | 1.0% |
| 净利润同比 | -22.7% | 750.0% |
| 每股收益（稀释后） | $2.70 | $0.87 |
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EQIXOTIS
| Q1 26 | $2.4B | $3.6B | ||
| Q4 25 | $2.4B | $3.8B | ||
| Q3 25 | $2.3B | $3.7B | ||
| Q2 25 | $2.3B | $3.6B | ||
| Q1 25 | $2.2B | $3.4B | ||
| Q4 24 | $2.3B | $3.7B | ||
| Q3 24 | $2.2B | $3.5B | ||
| Q2 24 | $2.2B | $3.6B |
净利润EQIXOTIS
| Q1 26 | $265.0M | $340.0M | ||
| Q4 25 | $265.0M | $374.0M | ||
| Q3 25 | $374.0M | $374.0M | ||
| Q2 25 | $368.0M | $393.0M | ||
| Q1 25 | $343.0M | $243.0M | ||
| Q4 24 | $-14.0M | $337.0M | ||
| Q3 24 | $297.0M | $540.0M | ||
| Q2 24 | $301.0M | $415.0M |
毛利率EQIXOTIS
| 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EQIXOTIS
| Q1 26 | 17.4% | 15.1% | ||
| Q4 25 | 17.4% | 15.5% | ||
| Q3 25 | 20.5% | 15.9% | ||
| Q2 25 | 21.9% | 15.2% | ||
| Q1 25 | 20.6% | 12.3% | ||
| Q4 24 | 4.6% | 14.4% | ||
| Q3 24 | 19.3% | 10.2% | ||
| Q2 24 | 20.2% | 15.8% |
净利率EQIXOTIS
| Q1 26 | 11.0% | 9.5% | ||
| Q4 25 | 11.0% | 9.9% | ||
| Q3 25 | 16.1% | 10.1% | ||
| Q2 25 | 16.3% | 10.9% | ||
| Q1 25 | 15.4% | 7.3% | ||
| Q4 24 | -0.6% | 9.2% | ||
| Q3 24 | 13.5% | 15.2% | ||
| Q2 24 | 13.9% | 11.5% |
每股收益（稀释后）EQIXOTIS
| Q1 26 | $2.70 | $0.87 | ||
| Q4 25 | $2.70 | $0.95 | ||
| Q3 25 | $3.81 | $0.95 | ||
| Q2 25 | $3.75 | $0.99 | ||
| Q1 25 | $3.50 | $0.61 | ||
| Q4 24 | $-0.19 | $0.85 | ||
| Q3 24 | $3.10 | $1.34 | ||
| Q2 24 | $3.16 | $1.02 |
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 | $834.0M |
| 总债务越低越好 | — | $6.9B |
| 股东权益账面价值 | $14.2B | — |
| 总资产 | $40.1B | $10.5B |
| 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EQIXOTIS
| Q1 26 | $3.2B | $834.0M | ||
| Q4 25 | $3.2B | $1.1B | ||
| Q3 25 | $2.9B | $840.0M | ||
| Q2 25 | $4.5B | $688.0M | ||
| Q1 25 | $3.7B | $1.9B | ||
| Q4 24 | $3.6B | $2.3B | ||
| Q3 24 | $3.2B | $827.0M | ||
| Q2 24 | $2.0B | $942.0M |
总债务EQIXOTIS
| Q1 26 | — | $6.9B | ||
| Q4 25 | — | $7.8B | ||
| Q3 25 | $17.3B | $7.7B | ||
| Q2 25 | $18.1B | $7.2B | ||
| Q1 25 | $15.9B | $8.4B | ||
| Q4 24 | $15.3B | $8.3B | ||
| Q3 24 | $15.4B | $6.9B | ||
| Q2 24 | $14.5B | $6.8B |
股东权益EQIXOTIS
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | $-5.4B | ||
| Q3 25 | $14.2B | $-5.4B | ||
| Q2 25 | $14.1B | $-5.4B | ||
| Q1 25 | $13.9B | $-5.1B | ||
| Q4 24 | $13.5B | $-4.8B | ||
| Q3 24 | $13.6B | $-4.9B | ||
| Q2 24 | $12.3B | $-5.0B |
总资产EQIXOTIS
| Q1 26 | $40.1B | $10.5B | ||
| Q4 25 | $40.1B | $10.7B | ||
| Q3 25 | $38.1B | $10.8B | ||
| Q2 25 | $38.8B | $10.5B | ||
| Q1 25 | $36.1B | $11.2B | ||
| Q4 24 | $35.1B | $11.3B | ||
| Q3 24 | $35.4B | $10.3B | ||
| Q2 24 | $32.9B | $9.9B |
负债/权益比EQIXOTIS
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $380.0M |
| 自由现金流率自由现金流/营收 | — | 10.7% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 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 | — | $1.7B |
8季度趋势，按日历期对齐
经营现金流EQIXOTIS
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $817.0M | ||
| Q3 25 | $1.0B | $374.0M | ||
| Q2 25 | $944.0M | $215.0M | ||
| Q1 25 | $809.0M | $190.0M | ||
| Q4 24 | $981.0M | $690.0M | ||
| Q3 24 | $758.0M | $394.0M | ||
| Q2 24 | $912.0M | $308.0M |
自由现金流EQIXOTIS
| Q1 26 | — | $380.0M | ||
| Q4 25 | $-292.0M | $772.0M | ||
| Q3 25 | $-122.0M | $337.0M | ||
| Q2 25 | $-45.0M | $179.0M | ||
| Q1 25 | $59.0M | $156.0M | ||
| Q4 24 | $-6.0M | $651.0M | ||
| Q3 24 | $34.0M | $362.0M | ||
| Q2 24 | $264.0M | $284.0M |
自由现金流率EQIXOTIS
| Q1 26 | — | 10.7% | ||
| Q4 25 | -12.1% | 20.3% | ||
| Q3 25 | -5.3% | 9.1% | ||
| Q2 25 | -2.0% | 5.0% | ||
| Q1 25 | 2.7% | 4.7% | ||
| Q4 24 | -0.3% | 17.7% | ||
| Q3 24 | 1.5% | 10.2% | ||
| Q2 24 | 12.2% | 7.9% |
资本支出强度EQIXOTIS
| Q1 26 | — | 0.9% | ||
| Q4 25 | 59.3% | 1.2% | ||
| Q3 25 | 49.1% | 1.0% | ||
| Q2 25 | 43.8% | 1.0% | ||
| Q1 25 | 33.7% | 1.0% | ||
| Q4 24 | 43.7% | 1.1% | ||
| Q3 24 | 32.9% | 0.9% | ||
| Q2 24 | 30.0% | 0.7% |
现金转化率EQIXOTIS
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | 2.18× | ||
| Q3 25 | 2.71× | 1.00× | ||
| Q2 25 | 2.57× | 0.55× | ||
| Q1 25 | 2.36× | 0.78× | ||
| Q4 24 | — | 2.05× | ||
| Q3 24 | 2.55× | 0.73× | ||
| Q2 24 | 3.03× | 0.74× |
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
OTIS
| Service | $2.2B | 61% |
| New Equipment | $1.1B | 32% |
| Other | $230.0M | 6% |
