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Equinix（EQIX）与Public Service Enterprise Group（PEG）财务数据对比。点击上方公司名可切换其他公司
Public Service Enterprise Group的季度营收约是Equinix的1.2倍（$2.9B vs $2.4B），Equinix净利率更高（11.0% vs 10.8%，领先0.1%），Public Service Enterprise Group同比增速更快（18.3% vs 8.8%），过去两年Equinix的营收复合增速更高（5.9% vs 2.8%）
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）。
PSEG（Public Service Enterprise Group）是一家公开上市的能源企业，1985年正式成立，发展渊源可追溯至1903年，自创立以来总部始终位于美国新泽西州纽瓦克市，深耕能源领域多年，在北美能源市场拥有稳定的行业地位与市场份额。
EQIX vs PEG — 直观对比
营收规模更大
PEG
是对方的1.2倍
$2.4B
营收增速更快
PEG
高出9.5%
8.8%
净利率更高
EQIX
高出0.1%
10.8%
两年增速更快
EQIX
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $2.9B |
| 净利润 | $265.0M | $315.0M |
| 毛利率 | 50.5% | — |
| 营业利润率 | 17.4% | 17.5% |
| 净利率 | 11.0% | 10.8% |
| 营收同比 | 8.8% | 18.3% |
| 净利润同比 | -22.7% | 10.1% |
| 每股收益（稀释后） | $2.70 | $0.63 |
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EQIXPEG
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $2.9B | ||
| Q3 25 | $2.3B | $3.2B | ||
| Q2 25 | $2.3B | $2.8B | ||
| Q1 25 | $2.2B | $3.2B | ||
| Q4 24 | $2.3B | $2.5B | ||
| Q3 24 | $2.2B | $2.6B | ||
| Q2 24 | $2.2B | $2.4B |
净利润EQIXPEG
| Q1 26 | $265.0M | — | ||
| Q4 25 | $265.0M | $315.0M | ||
| Q3 25 | $374.0M | $622.0M | ||
| Q2 25 | $368.0M | $585.0M | ||
| Q1 25 | $343.0M | $589.0M | ||
| Q4 24 | $-14.0M | $286.0M | ||
| Q3 24 | $297.0M | $520.0M | ||
| Q2 24 | $301.0M | $434.0M |
毛利率EQIXPEG
| 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EQIXPEG
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | 17.5% | ||
| Q3 25 | 20.5% | 26.5% | ||
| Q2 25 | 21.9% | 29.1% | ||
| Q1 25 | 20.6% | 24.7% | ||
| Q4 24 | 4.6% | 18.1% | ||
| Q3 24 | 19.3% | 24.3% | ||
| Q2 24 | 20.2% | 24.0% |
净利率EQIXPEG
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.0% | 10.8% | ||
| Q3 25 | 16.1% | 19.3% | ||
| Q2 25 | 16.3% | 20.9% | ||
| Q1 25 | 15.4% | 18.3% | ||
| Q4 24 | -0.6% | 11.6% | ||
| Q3 24 | 13.5% | 19.7% | ||
| Q2 24 | 13.9% | 17.9% |
每股收益（稀释后）EQIXPEG
| Q1 26 | $2.70 | — | ||
| Q4 25 | $2.70 | $0.63 | ||
| Q3 25 | $3.81 | $1.24 | ||
| Q2 25 | $3.75 | $1.17 | ||
| Q1 25 | $3.50 | $1.18 | ||
| Q4 24 | $-0.19 | $0.57 | ||
| Q3 24 | $3.10 | $1.04 | ||
| Q2 24 | $3.16 | $0.87 |
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 | $132.0M |
| 总债务越低越好 | — | $22.5B |
| 股东权益账面价值 | $14.2B | $17.0B |
| 总资产 | $40.1B | $57.6B |
| 负债/权益比越低杠杆越低 | — | 1.33× |
8季度趋势，按日历期对齐
现金及短期投资EQIXPEG
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $132.0M | ||
| Q3 25 | $2.9B | $334.0M | ||
| Q2 25 | $4.5B | $186.0M | ||
| Q1 25 | $3.7B | $894.0M | ||
| Q4 24 | $3.6B | $125.0M | ||
| Q3 24 | $3.2B | $203.0M | ||
| Q2 24 | $2.0B | $113.0M |
总债务EQIXPEG
| Q1 26 | — | — | ||
| Q4 25 | — | $22.5B | ||
| Q3 25 | $17.3B | $22.5B | ||
| Q2 25 | $18.1B | $22.6B | ||
| Q1 25 | $15.9B | $23.0B | ||
| Q4 24 | $15.3B | $21.1B | ||
| Q3 24 | $15.4B | $21.4B | ||
| Q2 24 | $14.5B | $20.5B |
股东权益EQIXPEG
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | $17.0B | ||
| Q3 25 | $14.2B | $17.0B | ||
| Q2 25 | $14.1B | $16.7B | ||
| Q1 25 | $13.9B | $16.4B | ||
| Q4 24 | $13.5B | $16.1B | ||
| Q3 24 | $13.6B | $16.1B | ||
| Q2 24 | $12.3B | $15.8B |
总资产EQIXPEG
| Q1 26 | $40.1B | — | ||
| Q4 25 | $40.1B | $57.6B | ||
| Q3 25 | $38.1B | $56.9B | ||
| Q2 25 | $38.8B | $56.0B | ||
| Q1 25 | $36.1B | $55.6B | ||
| Q4 24 | $35.1B | $54.6B | ||
| Q3 24 | $35.4B | $54.1B | ||
| Q2 24 | $32.9B | $52.4B |
负债/权益比EQIXPEG
| Q1 26 | — | — | ||
| Q4 25 | — | 1.33× | ||
| Q3 25 | 1.22× | 1.33× | ||
| Q2 25 | 1.28× | 1.36× | ||
| Q1 25 | 1.14× | 1.40× | ||
| Q4 24 | 1.13× | 1.31× | ||
| Q3 24 | 1.13× | 1.33× | ||
| Q2 24 | 1.18× | 1.30× |
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 | — | $721.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-408.0M |
| 自由现金流率自由现金流/营收 | — | -14.0% |
| 资本支出强度资本支出/营收 | — | 38.7% |
| 现金转化率经营现金流/净利润 | — | 2.29× |
| 过去12个月自由现金流最近4个季度 | — | $26.0M |
8季度趋势，按日历期对齐
经营现金流EQIXPEG
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $721.0M | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $944.0M | $478.0M | ||
| Q1 25 | $809.0M | $1.0B | ||
| Q4 24 | $981.0M | $367.0M | ||
| Q3 24 | $758.0M | $623.0M | ||
| Q2 24 | $912.0M | $482.0M |
自由现金流EQIXPEG
| Q1 26 | — | — | ||
| Q4 25 | $-292.0M | $-408.0M | ||
| Q3 25 | $-122.0M | $322.0M | ||
| Q2 25 | $-45.0M | $-309.0M | ||
| Q1 25 | $59.0M | $421.0M | ||
| Q4 24 | $-6.0M | $-611.0M | ||
| Q3 24 | $34.0M | $-145.0M | ||
| Q2 24 | $264.0M | $-355.0M |
自由现金流率EQIXPEG
| Q1 26 | — | — | ||
| Q4 25 | -12.1% | -14.0% | ||
| Q3 25 | -5.3% | 10.0% | ||
| Q2 25 | -2.0% | -11.0% | ||
| Q1 25 | 2.7% | 13.1% | ||
| Q4 24 | -0.3% | -24.8% | ||
| Q3 24 | 1.5% | -5.5% | ||
| Q2 24 | 12.2% | -14.7% |
资本支出强度EQIXPEG
| Q1 26 | — | — | ||
| Q4 25 | 59.3% | 38.7% | ||
| Q3 25 | 49.1% | 22.6% | ||
| Q2 25 | 43.8% | 28.1% | ||
| Q1 25 | 33.7% | 19.5% | ||
| Q4 24 | 43.7% | 39.7% | ||
| Q3 24 | 32.9% | 29.1% | ||
| Q2 24 | 30.0% | 34.5% |
现金转化率EQIXPEG
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | 2.29× | ||
| Q3 25 | 2.71× | 1.69× | ||
| Q2 25 | 2.57× | 0.82× | ||
| Q1 25 | 2.36× | 1.78× | ||
| Q4 24 | — | 1.28× | ||
| Q3 24 | 2.55× | 1.20× | ||
| Q2 24 | 3.03× | 1.11× |
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
PEG
| PSEG Power Other | $1.1B | 37% |
| Electric Distribution Contracts | $929.0M | 32% |
| Gas Distribution Contracts | $840.0M | 29% |
| Other | $71.0M | 2% |
