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Equinix（EQIX）与帕兰提尔科技（PLTR）财务数据对比。点击上方公司名可切换其他公司
Equinix的季度营收约是帕兰提尔科技的1.7倍（$2.4B vs $1.4B），帕兰提尔科技净利率更高（43.3% vs 11.0%，领先32.3%），帕兰提尔科技同比增速更快（70.0% vs 8.8%），过去两年帕兰提尔科技的营收复合增速更高（48.9% vs 5.9%）
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）。
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
EQIX vs PLTR — 直观对比
营收规模更大
EQIX
是对方的1.7倍
$1.4B
营收增速更快
PLTR
高出61.2%
8.8%
净利率更高
PLTR
高出32.3%
11.0%
两年增速更快
PLTR
近两年复合增速
5.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $1.4B |
| 净利润 | $265.0M | $608.7M |
| 毛利率 | 50.5% | 84.6% |
| 营业利润率 | 17.4% | 40.9% |
| 净利率 | 11.0% | 43.3% |
| 营收同比 | 8.8% | 70.0% |
| 净利润同比 | -22.7% | 670.4% |
| 每股收益（稀释后） | $2.70 | $0.24 |
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EQIXPLTR
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $1.4B | ||
| Q3 25 | $2.3B | $1.2B | ||
| Q2 25 | $2.3B | $1.0B | ||
| Q1 25 | $2.2B | $883.9M | ||
| Q4 24 | $2.3B | $827.5M | ||
| Q3 24 | $2.2B | $725.5M | ||
| Q2 24 | $2.2B | $678.1M |
净利润EQIXPLTR
| Q1 26 | $265.0M | — | ||
| Q4 25 | $265.0M | $608.7M | ||
| Q3 25 | $374.0M | $475.6M | ||
| Q2 25 | $368.0M | $326.7M | ||
| Q1 25 | $343.0M | $214.0M | ||
| Q4 24 | $-14.0M | $79.0M | ||
| Q3 24 | $297.0M | $143.5M | ||
| Q2 24 | $301.0M | $134.1M |
毛利率EQIXPLTR
| Q1 26 | 50.5% | — | ||
| Q4 25 | 50.5% | 84.6% | ||
| Q3 25 | 50.7% | 82.4% | ||
| Q2 25 | 52.0% | 80.8% | ||
| Q1 25 | 51.3% | 80.4% | ||
| Q4 24 | 47.1% | 78.9% | ||
| Q3 24 | 50.1% | 79.8% | ||
| Q2 24 | 49.9% | 81.0% |
营业利润率EQIXPLTR
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | 40.9% | ||
| Q3 25 | 20.5% | 33.3% | ||
| Q2 25 | 21.9% | 26.8% | ||
| Q1 25 | 20.6% | 19.9% | ||
| Q4 24 | 4.6% | 1.3% | ||
| Q3 24 | 19.3% | 15.6% | ||
| Q2 24 | 20.2% | 15.5% |
净利率EQIXPLTR
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.0% | 43.3% | ||
| Q3 25 | 16.1% | 40.3% | ||
| Q2 25 | 16.3% | 32.6% | ||
| Q1 25 | 15.4% | 24.2% | ||
| Q4 24 | -0.6% | 9.5% | ||
| Q3 24 | 13.5% | 19.8% | ||
| Q2 24 | 13.9% | 19.8% |
每股收益（稀释后）EQIXPLTR
| Q1 26 | $2.70 | — | ||
| Q4 25 | $2.70 | $0.24 | ||
| Q3 25 | $3.81 | $0.18 | ||
| Q2 25 | $3.75 | $0.13 | ||
| Q1 25 | $3.50 | $0.08 | ||
| Q4 24 | $-0.19 | $0.03 | ||
| Q3 24 | $3.10 | $0.06 | ||
| Q2 24 | $3.16 | $0.06 |
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 | $7.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $14.2B | $7.4B |
| 总资产 | $40.1B | $8.9B |
| 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EQIXPLTR
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $7.2B | ||
| Q3 25 | $2.9B | $6.4B | ||
| Q2 25 | $4.5B | $6.0B | ||
| Q1 25 | $3.7B | $5.4B | ||
| Q4 24 | $3.6B | $5.2B | ||
| Q3 24 | $3.2B | $4.6B | ||
| Q2 24 | $2.0B | $4.0B |
总债务EQIXPLTR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $17.3B | — | ||
| Q2 25 | $18.1B | — | ||
| Q1 25 | $15.9B | — | ||
| Q4 24 | $15.3B | — | ||
| Q3 24 | $15.4B | — | ||
| Q2 24 | $14.5B | — |
股东权益EQIXPLTR
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | $7.4B | ||
| Q3 25 | $14.2B | $6.6B | ||
| Q2 25 | $14.1B | $5.9B | ||
| Q1 25 | $13.9B | $5.4B | ||
| Q4 24 | $13.5B | $5.0B | ||
| Q3 24 | $13.6B | $4.5B | ||
| Q2 24 | $12.3B | $4.1B |
总资产EQIXPLTR
| Q1 26 | $40.1B | — | ||
| Q4 25 | $40.1B | $8.9B | ||
| Q3 25 | $38.1B | $8.1B | ||
| Q2 25 | $38.8B | $7.4B | ||
| Q1 25 | $36.1B | $6.7B | ||
| Q4 24 | $35.1B | $6.3B | ||
| Q3 24 | $35.4B | $5.8B | ||
| Q2 24 | $32.9B | $5.2B |
负债/权益比EQIXPLTR
| 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 | — | $777.3M |
| 自由现金流经营现金流 - 资本支出 | — | $764.0M |
| 自由现金流率自由现金流/营收 | — | 54.3% |
| 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 | — | 1.28× |
| 过去12个月自由现金流最近4个季度 | — | $2.1B |
8季度趋势，按日历期对齐
经营现金流EQIXPLTR
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $777.3M | ||
| Q3 25 | $1.0B | $507.7M | ||
| Q2 25 | $944.0M | $539.3M | ||
| Q1 25 | $809.0M | $310.3M | ||
| Q4 24 | $981.0M | $460.3M | ||
| Q3 24 | $758.0M | $419.8M | ||
| Q2 24 | $912.0M | $144.2M |
自由现金流EQIXPLTR
| Q1 26 | — | — | ||
| Q4 25 | $-292.0M | $764.0M | ||
| Q3 25 | $-122.0M | $500.9M | ||
| Q2 25 | $-45.0M | $531.6M | ||
| Q1 25 | $59.0M | $304.1M | ||
| Q4 24 | $-6.0M | $457.2M | ||
| Q3 24 | $34.0M | $415.8M | ||
| Q2 24 | $264.0M | $141.3M |
自由现金流率EQIXPLTR
| Q1 26 | — | — | ||
| Q4 25 | -12.1% | 54.3% | ||
| Q3 25 | -5.3% | 42.4% | ||
| Q2 25 | -2.0% | 53.0% | ||
| Q1 25 | 2.7% | 34.4% | ||
| Q4 24 | -0.3% | 55.3% | ||
| Q3 24 | 1.5% | 57.3% | ||
| Q2 24 | 12.2% | 20.8% |
资本支出强度EQIXPLTR
| Q1 26 | — | — | ||
| Q4 25 | 59.3% | 0.9% | ||
| Q3 25 | 49.1% | 0.6% | ||
| Q2 25 | 43.8% | 0.8% | ||
| Q1 25 | 33.7% | 0.7% | ||
| Q4 24 | 43.7% | 0.4% | ||
| Q3 24 | 32.9% | 0.5% | ||
| Q2 24 | 30.0% | 0.4% |
现金转化率EQIXPLTR
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | 1.28× | ||
| Q3 25 | 2.71× | 1.07× | ||
| Q2 25 | 2.57× | 1.65× | ||
| Q1 25 | 2.36× | 1.45× | ||
| Q4 24 | — | 5.83× | ||
| Q3 24 | 2.55× | 2.92× | ||
| Q2 24 | 3.03× | 1.08× |
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
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
