vs
Equinix（EQIX）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是Equinix的1.6倍（$3.9B vs $2.4B），Raymond James Financial净利率更高（14.1% vs 0.0%，领先14.1%），Raymond James Financial同比增速更快（13.0% vs 9.0%），过去两年Equinix的营收复合增速更高（5.4% vs 1.3%）
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）。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
EQIX vs RJF — 直观对比
营收规模更大
RJF
是对方的1.6倍
$2.4B
营收增速更快
RJF
高出4.0%
9.0%
净利率更高
RJF
高出14.1%
0.0%
两年增速更快
EQIX
近两年复合增速
1.3%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $3.9B |
| 净利润 | $415.0K | $544.0M |
| 毛利率 | 0.1% | — |
| 营业利润率 | 0.0% | — |
| 净利率 | 0.0% | 14.1% |
| 营收同比 | 9.0% | 13.0% |
| 净利润同比 | 21.0% | 10.0% |
| 每股收益（稀释后） | $0.00 | $2.83 |
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EQIXRJF
| Q2 26 | $2.4B | — | ||
| Q1 26 | $2.4B | $3.9B | ||
| Q4 25 | $2.4B | $4.2B | ||
| Q3 25 | $2.3B | $4.2B | ||
| Q2 25 | $2.3B | $3.8B | ||
| Q1 25 | $2.2B | $3.8B | ||
| Q4 24 | $2.3B | $4.0B | ||
| Q3 24 | $2.2B | $4.0B |
净利润EQIXRJF
| Q2 26 | $415.0K | — | ||
| Q1 26 | $265.0M | $544.0M | ||
| Q4 25 | $265.0M | $563.0M | ||
| Q3 25 | $374.0M | $604.0M | ||
| Q2 25 | $368.0M | $436.0M | ||
| Q1 25 | $343.0M | $495.0M | ||
| Q4 24 | $-14.0M | $600.0M | ||
| Q3 24 | $297.0M | $602.0M |
毛利率EQIXRJF
| Q2 26 | 0.1% | — | ||
| 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% | — |
营业利润率EQIXRJF
| Q2 26 | 0.0% | — | ||
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | — | ||
| Q3 25 | 20.5% | — | ||
| Q2 25 | 21.9% | 14.7% | ||
| Q1 25 | 20.6% | 17.5% | ||
| Q4 24 | 4.6% | 18.6% | ||
| Q3 24 | 19.3% | — |
净利率EQIXRJF
| Q2 26 | 0.0% | — | ||
| Q1 26 | 11.0% | 14.1% | ||
| Q4 25 | 11.0% | 13.5% | ||
| Q3 25 | 16.1% | 14.4% | ||
| Q2 25 | 16.3% | 11.3% | ||
| Q1 25 | 15.4% | 12.9% | ||
| Q4 24 | -0.6% | 14.9% | ||
| Q3 24 | 13.5% | 15.0% |
每股收益（稀释后）EQIXRJF
| Q2 26 | $0.00 | — | ||
| Q1 26 | $2.70 | $2.83 | ||
| Q4 25 | $2.70 | $2.79 | ||
| Q3 25 | $3.81 | $2.96 | ||
| Q2 25 | $3.75 | $2.12 | ||
| Q1 25 | $3.50 | $2.36 | ||
| Q4 24 | $-0.19 | $2.86 | ||
| Q3 24 | $3.10 | $2.85 |
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 | $3.1B | $5.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $14.3B | $52.0M |
| 总资产 | $40.9B | $91.9B |
| 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EQIXRJF
| Q2 26 | $3.1B | — | ||
| Q1 26 | $3.2B | $5.4B | ||
| Q4 25 | $3.2B | $9.9B | ||
| Q3 25 | $2.9B | $11.4B | ||
| Q2 25 | $4.5B | $9.2B | ||
| Q1 25 | $3.7B | $9.7B | ||
| Q4 24 | $3.6B | $10.0B | ||
| Q3 24 | $3.2B | $11.0B |
总债务EQIXRJF
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $17.3B | — | ||
| Q2 25 | $18.1B | — | ||
| Q1 25 | $15.9B | — | ||
| Q4 24 | $15.3B | — | ||
| Q3 24 | $15.4B | — |
股东权益EQIXRJF
| Q2 26 | $14.3B | — | ||
| Q1 26 | $14.2B | $52.0M | ||
| Q4 25 | $14.2B | $12.6B | ||
| Q3 25 | $14.2B | $12.5B | ||
| Q2 25 | $14.1B | $12.3B | ||
| Q1 25 | $13.9B | $12.2B | ||
| Q4 24 | $13.5B | $11.9B | ||
| Q3 24 | $13.6B | $11.7B |
总资产EQIXRJF
| Q2 26 | $40.9B | — | ||
| Q1 26 | $40.1B | $91.9B | ||
| Q4 25 | $40.1B | $88.8B | ||
| Q3 25 | $38.1B | $88.2B | ||
| Q2 25 | $38.8B | $84.8B | ||
| Q1 25 | $36.1B | $83.1B | ||
| Q4 24 | $35.1B | $82.3B | ||
| Q3 24 | $35.4B | $83.0B |
负债/权益比EQIXRJF
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.28× | — | ||
| Q1 25 | 1.14× | — | ||
| Q4 24 | 1.13× | — | ||
| Q3 24 | 1.13× | — |
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 | $717.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-596.0M | — |
| 自由现金流率自由现金流/营收 | -24.4% | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 现金转化率经营现金流/净利润 | 1727.71× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流EQIXRJF
| Q2 26 | $717.0M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $-10.0M | ||
| Q3 25 | $1.0B | $796.0M | ||
| Q2 25 | $944.0M | $691.0M | ||
| Q1 25 | $809.0M | $117.0M | ||
| Q4 24 | $981.0M | $830.0M | ||
| Q3 24 | $758.0M | $510.0M |
自由现金流EQIXRJF
| Q2 26 | $-596.0M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-292.0M | $-56.0M | ||
| Q3 25 | $-122.0M | $752.0M | ||
| Q2 25 | $-45.0M | $634.0M | ||
| Q1 25 | $59.0M | $71.0M | ||
| Q4 24 | $-6.0M | $789.0M | ||
| Q3 24 | $34.0M | $460.0M |
自由现金流率EQIXRJF
| Q2 26 | -24.4% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -12.1% | -1.3% | ||
| Q3 25 | -5.3% | 17.9% | ||
| Q2 25 | -2.0% | 16.5% | ||
| Q1 25 | 2.7% | 1.8% | ||
| Q4 24 | -0.3% | 19.6% | ||
| Q3 24 | 1.5% | 11.5% |
资本支出强度EQIXRJF
| Q2 26 | 0.0% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 59.3% | 1.1% | ||
| Q3 25 | 49.1% | 1.1% | ||
| Q2 25 | 43.8% | 1.5% | ||
| Q1 25 | 33.7% | 1.2% | ||
| Q4 24 | 43.7% | 1.0% | ||
| Q3 24 | 32.9% | 1.2% |
现金转化率EQIXRJF
| Q2 26 | 1727.71× | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | -0.02× | ||
| Q3 25 | 2.71× | 1.32× | ||
| Q2 25 | 2.57× | 1.58× | ||
| Q1 25 | 2.36× | 0.24× | ||
| Q4 24 | — | 1.38× | ||
| Q3 24 | 2.55× | 0.85× |
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
| Recurring revenues | $1.0B | 43% |
| Colocation | $731.0M | 30% |
| Other | $314.0M | 13% |
| Interconnection | $251.0M | 10% |
| Managed infrastructure | $57.0M | 2% |
| Non-recurring revenues | $45.0M | 2% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
