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Equinix（EQIX）与Synchrony Financial（SYF）财务数据对比。点击上方公司名可切换其他公司
Synchrony Financial的季度营收约是Equinix的2.0倍（$4.8B vs $2.4B），Synchrony Financial净利率更高（15.8% vs 11.0%，领先4.8%），Equinix同比增速更快（8.8% vs 3.7%），过去两年Equinix的营收复合增速更高（5.9% vs 4.0%）
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）。
Synchrony Financial是总部位于美国康涅狄格州斯坦福德的消费金融服务企业，通过旗下全资网络银行子公司Synchrony Bank开展业务，面向各行业商户及个人消费者提供消费信贷、优惠融资、忠诚度计划、分期贷款等多元金融产品服务。
EQIX vs SYF — 直观对比
营收规模更大
SYF
是对方的2.0倍
$2.4B
营收增速更快
EQIX
高出5.1%
3.7%
净利率更高
SYF
高出4.8%
11.0%
两年增速更快
EQIX
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $4.8B |
| 净利润 | $265.0M | $751.0M |
| 毛利率 | 50.5% | — |
| 营业利润率 | 17.4% | 20.0% |
| 净利率 | 11.0% | 15.8% |
| 营收同比 | 8.8% | 3.7% |
| 净利润同比 | -22.7% | -3.0% |
| 每股收益（稀释后） | $2.70 | $2.03 |
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EQIXSYF
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $4.8B | ||
| Q3 25 | $2.3B | $4.7B | ||
| Q2 25 | $2.3B | $4.5B | ||
| Q1 25 | $2.2B | $4.5B | ||
| Q4 24 | $2.3B | $4.6B | ||
| Q3 24 | $2.2B | $4.6B | ||
| Q2 24 | $2.2B | $4.4B |
净利润EQIXSYF
| Q1 26 | $265.0M | — | ||
| Q4 25 | $265.0M | $751.0M | ||
| Q3 25 | $374.0M | $1.1B | ||
| Q2 25 | $368.0M | $967.0M | ||
| Q1 25 | $343.0M | $757.0M | ||
| Q4 24 | $-14.0M | $774.0M | ||
| Q3 24 | $297.0M | $789.0M | ||
| Q2 24 | $301.0M | $643.0M |
毛利率EQIXSYF
| 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EQIXSYF
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | 20.0% | ||
| Q3 25 | 20.5% | 30.3% | ||
| Q2 25 | 21.9% | 27.8% | ||
| Q1 25 | 20.6% | 22.0% | ||
| Q4 24 | 4.6% | 21.2% | ||
| Q3 24 | 19.3% | 22.3% | ||
| Q2 24 | 20.2% | 19.2% |
净利率EQIXSYF
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.0% | 15.8% | ||
| Q3 25 | 16.1% | 22.8% | ||
| Q2 25 | 16.3% | 21.4% | ||
| Q1 25 | 15.4% | 17.0% | ||
| Q4 24 | -0.6% | 16.9% | ||
| Q3 24 | 13.5% | 17.1% | ||
| Q2 24 | 13.9% | 14.6% |
每股收益（稀释后）EQIXSYF
| Q1 26 | $2.70 | — | ||
| Q4 25 | $2.70 | $2.03 | ||
| Q3 25 | $3.81 | $2.86 | ||
| Q2 25 | $3.75 | $2.50 | ||
| Q1 25 | $3.50 | $1.89 | ||
| Q4 24 | $-0.19 | $1.92 | ||
| Q3 24 | $3.10 | $1.94 | ||
| Q2 24 | $3.16 | $1.55 |
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 | $15.0B |
| 总债务越低越好 | — | $15.2B |
| 股东权益账面价值 | $14.2B | $16.8B |
| 总资产 | $40.1B | $119.1B |
| 负债/权益比越低杠杆越低 | — | 0.91× |
8季度趋势，按日历期对齐
现金及短期投资EQIXSYF
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $15.0B | ||
| Q3 25 | $2.9B | $16.2B | ||
| Q2 25 | $4.5B | $19.5B | ||
| Q1 25 | $3.7B | $21.6B | ||
| Q4 24 | $3.6B | $14.7B | ||
| Q3 24 | $3.2B | $17.9B | ||
| Q2 24 | $2.0B | $18.6B |
总债务EQIXSYF
| Q1 26 | — | — | ||
| Q4 25 | — | $15.2B | ||
| Q3 25 | $17.3B | $14.4B | ||
| Q2 25 | $18.1B | $16.0B | ||
| Q1 25 | $15.9B | $17.0B | ||
| Q4 24 | $15.3B | $15.5B | ||
| Q3 24 | $15.4B | $15.6B | ||
| Q2 24 | $14.5B | $15.6B |
股东权益EQIXSYF
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | $16.8B | ||
| Q3 25 | $14.2B | $17.1B | ||
| Q2 25 | $14.1B | $17.0B | ||
| Q1 25 | $13.9B | $16.6B | ||
| Q4 24 | $13.5B | $16.6B | ||
| Q3 24 | $13.6B | $16.0B | ||
| Q2 24 | $12.3B | $15.5B |
总资产EQIXSYF
| Q1 26 | $40.1B | — | ||
| Q4 25 | $40.1B | $119.1B | ||
| Q3 25 | $38.1B | $117.0B | ||
| Q2 25 | $38.8B | $120.5B | ||
| Q1 25 | $36.1B | $122.0B | ||
| Q4 24 | $35.1B | $119.5B | ||
| Q3 24 | $35.4B | $119.2B | ||
| Q2 24 | $32.9B | $120.5B |
负债/权益比EQIXSYF
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | 1.22× | 0.85× | ||
| Q2 25 | 1.28× | 0.94× | ||
| Q1 25 | 1.14× | 1.03× | ||
| Q4 24 | 1.13× | 0.93× | ||
| Q3 24 | 1.13× | 0.98× | ||
| Q2 24 | 1.18× | 1.01× |
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 | — | $2.5B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 3.27× |
| 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EQIXSYF
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $2.5B | ||
| Q3 25 | $1.0B | $2.6B | ||
| Q2 25 | $944.0M | $2.6B | ||
| Q1 25 | $809.0M | $2.2B | ||
| Q4 24 | $981.0M | $2.4B | ||
| Q3 24 | $758.0M | $2.8B | ||
| Q2 24 | $912.0M | $2.5B |
自由现金流EQIXSYF
| Q1 26 | — | — | ||
| Q4 25 | $-292.0M | — | ||
| Q3 25 | $-122.0M | — | ||
| Q2 25 | $-45.0M | — | ||
| Q1 25 | $59.0M | — | ||
| Q4 24 | $-6.0M | — | ||
| Q3 24 | $34.0M | — | ||
| Q2 24 | $264.0M | — |
自由现金流率EQIXSYF
| Q1 26 | — | — | ||
| Q4 25 | -12.1% | — | ||
| Q3 25 | -5.3% | — | ||
| Q2 25 | -2.0% | — | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | -0.3% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 12.2% | — |
资本支出强度EQIXSYF
| Q1 26 | — | — | ||
| Q4 25 | 59.3% | — | ||
| Q3 25 | 49.1% | — | ||
| Q2 25 | 43.8% | — | ||
| Q1 25 | 33.7% | — | ||
| Q4 24 | 43.7% | — | ||
| Q3 24 | 32.9% | — | ||
| Q2 24 | 30.0% | — |
现金转化率EQIXSYF
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | 3.27× | ||
| Q3 25 | 2.71× | 2.45× | ||
| Q2 25 | 2.57× | 2.65× | ||
| Q1 25 | 2.36× | 2.91× | ||
| Q4 24 | — | 3.04× | ||
| Q3 24 | 2.55× | 3.50× | ||
| Q2 24 | 3.03× | 3.86× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
