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Equinix（EQIX）与URBAN OUTFITTERS INC（URBN）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URBAN OUTFITTERS INC的1.6倍（$2.4B vs $1.5B），Equinix净利率更高（11.0% vs 7.6%，领先3.3%），URBAN OUTFITTERS INC同比增速更快（12.3% vs 8.8%），过去两年Equinix的营收复合增速更高（5.9% vs 1.4%）
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）。
URBN是总部位于美国宾夕法尼亚州费城的跨国生活方式零售企业，旗下Urban Outfitters品牌面向年轻消费群体，产品涵盖男女时装、鞋履、美妆个护、配饰、运动服饰装备、家居用品及音乐周边等，业务覆盖美国、英国、加拿大、部分西欧国家、波兰、阿联酋、科威特、卡塔尔等市场。
EQIX vs URBN — 直观对比
营收规模更大
EQIX
是对方的1.6倍
$1.5B
营收增速更快
URBN
高出3.5%
8.8%
净利率更高
EQIX
高出3.3%
7.6%
两年增速更快
EQIX
近两年复合增速
1.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $1.5B |
| 净利润 | $265.0M | $116.4M |
| 毛利率 | 50.5% | 36.8% |
| 营业利润率 | 17.4% | 9.4% |
| 净利率 | 11.0% | 7.6% |
| 营收同比 | 8.8% | 12.3% |
| 净利润同比 | -22.7% | 13.1% |
| 每股收益（稀释后） | $2.70 | $1.28 |
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EQIXURBN
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $1.5B | ||
| Q3 25 | $2.3B | $1.5B | ||
| Q2 25 | $2.3B | $1.3B | ||
| Q1 25 | $2.2B | $1.6B | ||
| Q4 24 | $2.3B | $1.4B | ||
| Q3 24 | $2.2B | $1.4B | ||
| Q2 24 | $2.2B | $1.2B |
净利润EQIXURBN
| Q1 26 | $265.0M | — | ||
| Q4 25 | $265.0M | $116.4M | ||
| Q3 25 | $374.0M | $143.9M | ||
| Q2 25 | $368.0M | $108.3M | ||
| Q1 25 | $343.0M | $120.3M | ||
| Q4 24 | $-14.0M | $102.9M | ||
| Q3 24 | $297.0M | $117.5M | ||
| Q2 24 | $301.0M | $61.8M |
毛利率EQIXURBN
| Q1 26 | 50.5% | — | ||
| Q4 25 | 50.5% | 36.8% | ||
| Q3 25 | 50.7% | 37.6% | ||
| Q2 25 | 52.0% | 36.8% | ||
| Q1 25 | 51.3% | 32.3% | ||
| Q4 24 | 47.1% | 36.5% | ||
| Q3 24 | 50.1% | 36.5% | ||
| Q2 24 | 49.9% | 34.0% |
营业利润率EQIXURBN
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | 9.4% | ||
| Q3 25 | 20.5% | 11.6% | ||
| Q2 25 | 21.9% | 9.6% | ||
| Q1 25 | 20.6% | 7.7% | ||
| Q4 24 | 4.6% | 9.4% | ||
| Q3 24 | 19.3% | 10.7% | ||
| Q2 24 | 20.2% | 6.2% |
净利率EQIXURBN
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.0% | 7.6% | ||
| Q3 25 | 16.1% | 9.6% | ||
| Q2 25 | 16.3% | 8.1% | ||
| Q1 25 | 15.4% | 7.4% | ||
| Q4 24 | -0.6% | 7.6% | ||
| Q3 24 | 13.5% | 8.7% | ||
| Q2 24 | 13.9% | 5.1% |
每股收益（稀释后）EQIXURBN
| Q1 26 | $2.70 | — | ||
| Q4 25 | $2.70 | $1.28 | ||
| Q3 25 | $3.81 | $1.58 | ||
| Q2 25 | $3.75 | $1.16 | ||
| Q1 25 | $3.50 | $1.27 | ||
| Q4 24 | $-0.19 | $1.10 | ||
| Q3 24 | $3.10 | $1.24 | ||
| Q2 24 | $3.16 | $0.65 |
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 | $306.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $14.2B | $2.7B |
| 总资产 | $40.1B | $4.9B |
| 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EQIXURBN
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $306.6M | ||
| Q3 25 | $2.9B | $332.2M | ||
| Q2 25 | $4.5B | $189.4M | ||
| Q1 25 | $3.7B | $290.5M | ||
| Q4 24 | $3.6B | $182.5M | ||
| Q3 24 | $3.2B | $209.1M | ||
| Q2 24 | $2.0B | $174.0M |
总债务EQIXURBN
| 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EQIXURBN
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | $2.7B | ||
| Q3 25 | $14.2B | $2.6B | ||
| Q2 25 | $14.1B | $2.4B | ||
| Q1 25 | $13.9B | $2.5B | ||
| Q4 24 | $13.5B | $2.4B | ||
| Q3 24 | $13.6B | $2.2B | ||
| Q2 24 | $12.3B | $2.2B |
总资产EQIXURBN
| Q1 26 | $40.1B | — | ||
| Q4 25 | $40.1B | $4.9B | ||
| Q3 25 | $38.1B | $4.7B | ||
| Q2 25 | $38.8B | $4.5B | ||
| Q1 25 | $36.1B | $4.5B | ||
| Q4 24 | $35.1B | $4.5B | ||
| Q3 24 | $35.4B | $4.3B | ||
| Q2 24 | $32.9B | $4.2B |
负债/权益比EQIXURBN
| 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 | — | $61.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-22.8M |
| 自由现金流率自由现金流/营收 | — | -1.5% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | — | 0.53× |
| 过去12个月自由现金流最近4个季度 | — | $402.7M |
8季度趋势，按日历期对齐
经营现金流EQIXURBN
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $61.1M | ||
| Q3 25 | $1.0B | $218.0M | ||
| Q2 25 | $944.0M | $33.0M | ||
| Q1 25 | $809.0M | $320.5M | ||
| Q4 24 | $981.0M | $18.5M | ||
| Q3 24 | $758.0M | $105.3M | ||
| Q2 24 | $912.0M | $58.6M |
自由现金流EQIXURBN
| Q1 26 | — | — | ||
| Q4 25 | $-292.0M | $-22.8M | ||
| Q3 25 | $-122.0M | $156.6M | ||
| Q2 25 | $-45.0M | $-13.1M | ||
| Q1 25 | $59.0M | $281.9M | ||
| Q4 24 | $-6.0M | $-26.6M | ||
| Q3 24 | $34.0M | $47.5M | ||
| Q2 24 | $264.0M | $17.5M |
自由现金流率EQIXURBN
| Q1 26 | — | — | ||
| Q4 25 | -12.1% | -1.5% | ||
| Q3 25 | -5.3% | 10.4% | ||
| Q2 25 | -2.0% | -1.0% | ||
| Q1 25 | 2.7% | 17.2% | ||
| Q4 24 | -0.3% | -2.0% | ||
| Q3 24 | 1.5% | 3.5% | ||
| Q2 24 | 12.2% | 1.5% |
资本支出强度EQIXURBN
| Q1 26 | — | — | ||
| Q4 25 | 59.3% | 5.5% | ||
| Q3 25 | 49.1% | 4.1% | ||
| Q2 25 | 43.8% | 3.5% | ||
| Q1 25 | 33.7% | 2.4% | ||
| Q4 24 | 43.7% | 3.3% | ||
| Q3 24 | 32.9% | 4.3% | ||
| Q2 24 | 30.0% | 3.4% |
现金转化率EQIXURBN
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | 0.53× | ||
| Q3 25 | 2.71× | 1.52× | ||
| Q2 25 | 2.57× | 0.30× | ||
| Q1 25 | 2.36× | 2.66× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | 2.55× | 0.90× | ||
| Q2 24 | 3.03× | 0.95× |
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
URBN
| Apparel | $861.4M | 56% |
| Home | $187.0M | 12% |
| Accessories | $182.6M | 12% |
| Subscription Operations | $144.6M | 9% |
| Wholesale Operations | $88.3M | 6% |
| Other | $65.3M | 4% |
