vs
Equinix（EQIX）与RPM INTERNATIONAL INC（RPM）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RPM INTERNATIONAL INC的1.3倍（$2.4B vs $1.9B），RPM INTERNATIONAL INC净利率更高（8.4% vs 0.0%，领先8.4%），Equinix同比增速更快（9.0% vs 3.5%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $-596.0M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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）。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
EQIX vs RPM — 直观对比
营收规模更大
EQIX
是对方的1.3倍
$1.9B
营收增速更快
EQIX
高出5.5%
3.5%
净利率更高
RPM
高出8.4%
0.0%
自由现金流更多
RPM
多$892.4M
$-596.0M
两年增速更快
RPM
近两年复合增速
5.4%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $1.9B |
| 净利润 | $415.0K | $161.2M |
| 毛利率 | 0.1% | 40.8% |
| 营业利润率 | 0.0% | 11.0% |
| 净利率 | 0.0% | 8.4% |
| 营收同比 | 9.0% | 3.5% |
| 净利润同比 | 21.0% | -12.0% |
| 每股收益（稀释后） | $0.00 | $1.26 |
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EQIXRPM
| Q2 26 | $2.4B | — | ||
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $1.9B | ||
| Q3 25 | $2.3B | $2.1B | ||
| Q2 25 | $2.3B | $2.1B | ||
| Q1 25 | $2.2B | $1.5B | ||
| Q4 24 | $2.3B | $1.8B | ||
| Q3 24 | $2.2B | $2.0B |
净利润EQIXRPM
| Q2 26 | $415.0K | — | ||
| Q1 26 | $265.0M | — | ||
| Q4 25 | $265.0M | $161.2M | ||
| Q3 25 | $374.0M | $227.6M | ||
| Q2 25 | $368.0M | $225.8M | ||
| Q1 25 | $343.0M | $52.0M | ||
| Q4 24 | $-14.0M | $183.2M | ||
| Q3 24 | $297.0M | $227.7M |
毛利率EQIXRPM
| Q2 26 | 0.1% | — | ||
| Q1 26 | 50.5% | — | ||
| Q4 25 | 50.5% | 40.8% | ||
| Q3 25 | 50.7% | 42.3% | ||
| Q2 25 | 52.0% | 42.4% | ||
| Q1 25 | 51.3% | 38.4% | ||
| Q4 24 | 47.1% | 41.4% | ||
| Q3 24 | 50.1% | 42.5% |
营业利润率EQIXRPM
| Q2 26 | 0.0% | — | ||
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | 11.0% | ||
| Q3 25 | 20.5% | 14.1% | ||
| Q2 25 | 21.9% | 11.9% | ||
| Q1 25 | 20.6% | 2.8% | ||
| Q4 24 | 4.6% | 11.5% | ||
| Q3 24 | 19.3% | 14.8% |
净利率EQIXRPM
| Q2 26 | 0.0% | — | ||
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.0% | 8.4% | ||
| Q3 25 | 16.1% | 10.8% | ||
| Q2 25 | 16.3% | 10.8% | ||
| Q1 25 | 15.4% | 3.5% | ||
| Q4 24 | -0.6% | 9.9% | ||
| Q3 24 | 13.5% | 11.6% |
每股收益（稀释后）EQIXRPM
| Q2 26 | $0.00 | — | ||
| Q1 26 | $2.70 | — | ||
| Q4 25 | $2.70 | $1.26 | ||
| Q3 25 | $3.81 | $1.77 | ||
| Q2 25 | $3.75 | $1.76 | ||
| Q1 25 | $3.50 | $0.40 | ||
| Q4 24 | $-0.19 | $1.42 | ||
| Q3 24 | $3.10 | $1.77 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $14.3B | $3.1B |
| 总资产 | $40.9B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资EQIXRPM
| Q2 26 | $3.1B | — | ||
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $316.6M | ||
| Q3 25 | $2.9B | $297.1M | ||
| Q2 25 | $4.5B | $302.1M | ||
| Q1 25 | $3.7B | $241.9M | ||
| Q4 24 | $3.6B | $268.7M | ||
| Q3 24 | $3.2B | $231.6M |
总债务EQIXRPM
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | $17.3B | $2.7B | ||
| Q2 25 | $18.1B | $2.6B | ||
| Q1 25 | $15.9B | $2.1B | ||
| Q4 24 | $15.3B | $2.0B | ||
| Q3 24 | $15.4B | $2.0B |
股东权益EQIXRPM
| Q2 26 | $14.3B | — | ||
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | $3.1B | ||
| Q3 25 | $14.2B | $3.1B | ||
| Q2 25 | $14.1B | $2.9B | ||
| Q1 25 | $13.9B | $2.7B | ||
| Q4 24 | $13.5B | $2.7B | ||
| Q3 24 | $13.6B | $2.6B |
总资产EQIXRPM
| Q2 26 | $40.9B | — | ||
| Q1 26 | $40.1B | — | ||
| Q4 25 | $40.1B | $7.9B | ||
| Q3 25 | $38.1B | $7.9B | ||
| Q2 25 | $38.8B | $7.8B | ||
| Q1 25 | $36.1B | $6.6B | ||
| Q4 24 | $35.1B | $6.7B | ||
| Q3 24 | $35.4B | $6.6B |
负债/权益比EQIXRPM
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | 1.22× | 0.87× | ||
| Q2 25 | 1.28× | 0.91× | ||
| Q1 25 | 1.14× | 0.78× | ||
| Q4 24 | 1.13× | 0.74× | ||
| Q3 24 | 1.13× | 0.77× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $-596.0M | $296.4M |
| 自由现金流率自由现金流/营收 | -24.4% | 15.5% |
| 资本支出强度资本支出/营收 | 0.0% | 2.6% |
| 现金转化率经营现金流/净利润 | 1727.71× | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势，按日历期对齐
经营现金流EQIXRPM
| Q2 26 | $717.0M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $345.7M | ||
| Q3 25 | $1.0B | $237.5M | ||
| Q2 25 | $944.0M | $149.2M | ||
| Q1 25 | $809.0M | $91.5M | ||
| Q4 24 | $981.0M | $279.4M | ||
| Q3 24 | $758.0M | $248.1M |
自由现金流EQIXRPM
| Q2 26 | $-596.0M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-292.0M | $296.4M | ||
| Q3 25 | $-122.0M | $175.0M | ||
| Q2 25 | $-45.0M | $78.2M | ||
| Q1 25 | $59.0M | $33.3M | ||
| Q4 24 | $-6.0M | $229.5M | ||
| Q3 24 | $34.0M | $197.3M |
自由现金流率EQIXRPM
| Q2 26 | -24.4% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -12.1% | 15.5% | ||
| Q3 25 | -5.3% | 8.3% | ||
| Q2 25 | -2.0% | 3.8% | ||
| Q1 25 | 2.7% | 2.3% | ||
| Q4 24 | -0.3% | 12.4% | ||
| Q3 24 | 1.5% | 10.0% |
资本支出强度EQIXRPM
| Q2 26 | 0.0% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 59.3% | 2.6% | ||
| Q3 25 | 49.1% | 3.0% | ||
| Q2 25 | 43.8% | 3.4% | ||
| Q1 25 | 33.7% | 3.9% | ||
| Q4 24 | 43.7% | 2.7% | ||
| Q3 24 | 32.9% | 2.6% |
现金转化率EQIXRPM
| Q2 26 | 1727.71× | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | 2.14× | ||
| Q3 25 | 2.71× | 1.04× | ||
| Q2 25 | 2.57× | 0.66× | ||
| Q1 25 | 2.36× | 1.76× | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | 2.55× | 1.09× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
