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Equinix（EQIX）与Roper Technologies（ROP）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Roper Technologies的1.2倍（$2.4B vs $2.1B），Roper Technologies净利率更高（15.8% vs 0.0%，领先15.8%），Roper Technologies同比增速更快（11.3% vs 9.0%），Roper Technologies自由现金流更多（$507.0M vs $-596.0M），过去两年Roper Technologies的营收复合增速更高（10.5% vs 5.4%）
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）。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
EQIX vs ROP — 直观对比
营收规模更大
EQIX
是对方的1.2倍
$2.1B
营收增速更快
ROP
高出2.3%
9.0%
净利率更高
ROP
高出15.8%
0.0%
自由现金流更多
ROP
多$1.1B
$-596.0M
两年增速更快
ROP
近两年复合增速
5.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $2.1B |
| 净利润 | $415.0K | $331.0M |
| 毛利率 | 0.1% | 69.4% |
| 营业利润率 | 0.0% | 27.2% |
| 净利率 | 0.0% | 15.8% |
| 营收同比 | 9.0% | 11.3% |
| 净利润同比 | 21.0% | 53.7% |
| 每股收益（稀释后） | $0.00 | $4.87 |
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EQIXROP
| Q2 26 | $2.4B | — | ||
| Q1 26 | $2.4B | $2.1B | ||
| Q4 25 | $2.4B | $2.1B | ||
| Q3 25 | $2.3B | $2.0B | ||
| Q2 25 | $2.3B | $1.9B | ||
| Q1 25 | $2.2B | $1.9B | ||
| Q4 24 | $2.3B | $1.9B | ||
| Q3 24 | $2.2B | $1.8B |
净利润EQIXROP
| Q2 26 | $415.0K | — | ||
| Q1 26 | $265.0M | $331.0M | ||
| Q4 25 | $265.0M | $428.4M | ||
| Q3 25 | $374.0M | $398.5M | ||
| Q2 25 | $368.0M | $378.3M | ||
| Q1 25 | $343.0M | $331.1M | ||
| Q4 24 | $-14.0M | $462.3M | ||
| Q3 24 | $297.0M | $367.9M |
毛利率EQIXROP
| Q2 26 | 0.1% | — | ||
| Q1 26 | 50.5% | 69.4% | ||
| Q4 25 | 50.5% | 69.5% | ||
| Q3 25 | 50.7% | 69.5% | ||
| Q2 25 | 52.0% | 69.2% | ||
| Q1 25 | 51.3% | 68.7% | ||
| Q4 24 | 47.1% | 68.3% | ||
| Q3 24 | 50.1% | 69.2% |
营业利润率EQIXROP
| Q2 26 | 0.0% | — | ||
| Q1 26 | 17.4% | 27.2% | ||
| Q4 25 | 17.4% | 28.6% | ||
| Q3 25 | 20.5% | 28.4% | ||
| Q2 25 | 21.9% | 28.2% | ||
| Q1 25 | 20.6% | 27.9% | ||
| Q4 24 | 4.6% | 28.0% | ||
| Q3 24 | 19.3% | 28.1% |
净利率EQIXROP
| Q2 26 | 0.0% | — | ||
| Q1 26 | 11.0% | 15.8% | ||
| Q4 25 | 11.0% | 20.8% | ||
| Q3 25 | 16.1% | 19.8% | ||
| Q2 25 | 16.3% | 19.5% | ||
| Q1 25 | 15.4% | 17.6% | ||
| Q4 24 | -0.6% | 24.6% | ||
| Q3 24 | 13.5% | 20.8% |
每股收益（稀释后）EQIXROP
| Q2 26 | $0.00 | — | ||
| Q1 26 | $2.70 | $4.87 | ||
| Q4 25 | $2.70 | $3.97 | ||
| Q3 25 | $3.81 | $3.68 | ||
| Q2 25 | $3.75 | $3.49 | ||
| Q1 25 | $3.50 | $3.06 | ||
| Q4 24 | $-0.19 | $4.29 | ||
| Q3 24 | $3.10 | $3.40 |
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 | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $14.3B | $18.8B |
| 总资产 | $40.9B | $34.6B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资EQIXROP
| Q2 26 | $3.1B | — | ||
| Q1 26 | $3.2B | $382.9M | ||
| Q4 25 | $3.2B | $297.4M | ||
| Q3 25 | $2.9B | $320.0M | ||
| Q2 25 | $4.5B | $242.4M | ||
| Q1 25 | $3.7B | $372.8M | ||
| Q4 24 | $3.6B | $188.2M | ||
| Q3 24 | $3.2B | $269.6M |
总债务EQIXROP
| Q2 26 | — | — | ||
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | $17.3B | — | ||
| Q2 25 | $18.1B | — | ||
| Q1 25 | $15.9B | — | ||
| Q4 24 | $15.3B | $7.6B | ||
| Q3 24 | $15.4B | — |
股东权益EQIXROP
| Q2 26 | $14.3B | — | ||
| Q1 26 | $14.2B | $18.8B | ||
| Q4 25 | $14.2B | $19.9B | ||
| Q3 25 | $14.2B | $20.0B | ||
| Q2 25 | $14.1B | $19.6B | ||
| Q1 25 | $13.9B | $19.2B | ||
| Q4 24 | $13.5B | $18.9B | ||
| Q3 24 | $13.6B | $18.5B |
总资产EQIXROP
| Q2 26 | $40.9B | — | ||
| Q1 26 | $40.1B | $34.6B | ||
| Q4 25 | $40.1B | $34.6B | ||
| Q3 25 | $38.1B | $34.6B | ||
| Q2 25 | $38.8B | $33.2B | ||
| Q1 25 | $36.1B | $31.4B | ||
| Q4 24 | $35.1B | $31.3B | ||
| Q3 24 | $35.4B | $31.6B |
负债/权益比EQIXROP
| Q2 26 | — | — | ||
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.28× | — | ||
| Q1 25 | 1.14× | — | ||
| Q4 24 | 1.13× | 0.40× | ||
| 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 | $507.0M |
| 自由现金流率自由现金流/营收 | -24.4% | 24.2% |
| 资本支出强度资本支出/营收 | 0.0% | 0.5% |
| 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EQIXROP
| Q2 26 | $717.0M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $738.0M | ||
| Q3 25 | $1.0B | $869.5M | ||
| Q2 25 | $944.0M | $404.1M | ||
| Q1 25 | $809.0M | $528.7M | ||
| Q4 24 | $981.0M | $722.2M | ||
| Q3 24 | $758.0M | $755.4M |
自由现金流EQIXROP
| Q2 26 | $-596.0M | — | ||
| Q1 26 | — | $507.0M | ||
| Q4 25 | $-292.0M | — | ||
| Q3 25 | $-122.0M | — | ||
| Q2 25 | $-45.0M | — | ||
| Q1 25 | $59.0M | — | ||
| Q4 24 | $-6.0M | — | ||
| Q3 24 | $34.0M | — |
自由现金流率EQIXROP
| Q2 26 | -24.4% | — | ||
| Q1 26 | — | 24.2% | ||
| Q4 25 | -12.1% | — | ||
| Q3 25 | -5.3% | — | ||
| Q2 25 | -2.0% | — | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | -0.3% | — | ||
| Q3 24 | 1.5% | — |
资本支出强度EQIXROP
| Q2 26 | 0.0% | — | ||
| Q1 26 | — | 0.5% | ||
| Q4 25 | 59.3% | — | ||
| Q3 25 | 49.1% | — | ||
| Q2 25 | 43.8% | — | ||
| Q1 25 | 33.7% | — | ||
| Q4 24 | 43.7% | — | ||
| Q3 24 | 32.9% | — |
现金转化率EQIXROP
| Q2 26 | 1727.71× | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | 1.72× | ||
| Q3 25 | 2.71× | 2.18× | ||
| Q2 25 | 2.57× | 1.07× | ||
| Q1 25 | 2.36× | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | 2.55× | 2.05× |
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% |
ROP
暂无分部数据
