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Equinix（EQIX）与福泰制药（VRTX）财务数据对比。点击上方公司名可切换其他公司
福泰制药的季度营收约是Equinix的1.3倍（$3.2B vs $2.4B），福泰制药净利率更高（37.3% vs 11.0%，领先26.4%），福泰制药同比增速更快（9.5% vs 8.8%），过去两年福泰制药的营收复合增速更高（8.9% vs 5.9%）
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）。
福泰制药是总部位于美国马萨诸塞州波士顿的生物制药企业，是全球首批明确采用理性药物设计策略、而非组合化学方法开发药物的生物技术公司之一。除波士顿总部外，公司还在加州圣迭戈、英国牛津郡米尔顿公园设有三处研发中心。
EQIX vs VRTX — 直观对比
营收规模更大
VRTX
是对方的1.3倍
$2.4B
营收增速更快
VRTX
高出0.8%
8.8%
净利率更高
VRTX
高出26.4%
11.0%
两年增速更快
VRTX
近两年复合增速
5.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $3.2B |
| 净利润 | $265.0M | $1.2B |
| 毛利率 | 50.5% | 85.4% |
| 营业利润率 | 17.4% | 37.8% |
| 净利率 | 11.0% | 37.3% |
| 营收同比 | 8.8% | 9.5% |
| 净利润同比 | -22.7% | 30.5% |
| 每股收益（稀释后） | $2.70 | $4.64 |
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EQIXVRTX
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $3.2B | ||
| Q3 25 | $2.3B | $3.1B | ||
| Q2 25 | $2.3B | $3.0B | ||
| Q1 25 | $2.2B | $2.8B | ||
| Q4 24 | $2.3B | $2.9B | ||
| Q3 24 | $2.2B | $2.8B | ||
| Q2 24 | $2.2B | $2.6B |
净利润EQIXVRTX
| Q1 26 | $265.0M | — | ||
| Q4 25 | $265.0M | $1.2B | ||
| Q3 25 | $374.0M | $1.1B | ||
| Q2 25 | $368.0M | $1.0B | ||
| Q1 25 | $343.0M | $646.3M | ||
| Q4 24 | $-14.0M | $913.0M | ||
| Q3 24 | $297.0M | $1.0B | ||
| Q2 24 | $301.0M | $-3.6B |
毛利率EQIXVRTX
| Q1 26 | 50.5% | — | ||
| Q4 25 | 50.5% | 85.4% | ||
| Q3 25 | 50.7% | 86.5% | ||
| Q2 25 | 52.0% | 86.3% | ||
| Q1 25 | 51.3% | 86.9% | ||
| Q4 24 | 47.1% | 85.5% | ||
| Q3 24 | 50.1% | 85.8% | ||
| Q2 24 | 49.9% | 85.9% |
营业利润率EQIXVRTX
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | 37.8% | ||
| Q3 25 | 20.5% | 38.6% | ||
| Q2 25 | 21.9% | 38.8% | ||
| Q1 25 | 20.6% | 22.7% | ||
| Q4 24 | 4.6% | 35.2% | ||
| Q3 24 | 19.3% | 40.3% | ||
| Q2 24 | 20.2% | -132.9% |
净利率EQIXVRTX
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.0% | 37.3% | ||
| Q3 25 | 16.1% | 35.2% | ||
| Q2 25 | 16.3% | 34.8% | ||
| Q1 25 | 15.4% | 23.3% | ||
| Q4 24 | -0.6% | 31.4% | ||
| Q3 24 | 13.5% | 37.7% | ||
| Q2 24 | 13.9% | -135.8% |
每股收益（稀释后）EQIXVRTX
| Q1 26 | $2.70 | — | ||
| Q4 25 | $2.70 | $4.64 | ||
| Q3 25 | $3.81 | $4.20 | ||
| Q2 25 | $3.75 | $3.99 | ||
| Q1 25 | $3.50 | $2.49 | ||
| Q4 24 | $-0.19 | $3.62 | ||
| Q3 24 | $3.10 | $4.01 | ||
| Q2 24 | $3.16 | $-13.92 |
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 | $6.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $14.2B | $18.7B |
| 总资产 | $40.1B | $25.6B |
| 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EQIXVRTX
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $6.6B | ||
| Q3 25 | $2.9B | $6.3B | ||
| Q2 25 | $4.5B | $6.4B | ||
| Q1 25 | $3.7B | $6.2B | ||
| Q4 24 | $3.6B | $6.1B | ||
| Q3 24 | $3.2B | $6.5B | ||
| Q2 24 | $2.0B | $5.8B |
总债务EQIXVRTX
| 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EQIXVRTX
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | $18.7B | ||
| Q3 25 | $14.2B | $17.3B | ||
| Q2 25 | $14.1B | $17.2B | ||
| Q1 25 | $13.9B | $16.5B | ||
| Q4 24 | $13.5B | $16.4B | ||
| Q3 24 | $13.6B | $15.6B | ||
| Q2 24 | $12.3B | $14.8B |
总资产EQIXVRTX
| Q1 26 | $40.1B | — | ||
| Q4 25 | $40.1B | $25.6B | ||
| Q3 25 | $38.1B | $24.9B | ||
| Q2 25 | $38.8B | $24.0B | ||
| Q1 25 | $36.1B | $22.9B | ||
| Q4 24 | $35.1B | $22.5B | ||
| Q3 24 | $35.4B | $22.2B | ||
| Q2 24 | $32.9B | $20.1B |
负债/权益比EQIXVRTX
| 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 | — | $498.0M |
| 自由现金流经营现金流 - 资本支出 | — | $348.6M |
| 自由现金流率自由现金流/营收 | — | 10.9% |
| 资本支出强度资本支出/营收 | — | 4.7% |
| 现金转化率经营现金流/净利润 | — | 0.42× |
| 过去12个月自由现金流最近4个季度 | — | $3.2B |
8季度趋势，按日历期对齐
经营现金流EQIXVRTX
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $498.0M | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $944.0M | $1.1B | ||
| Q1 25 | $809.0M | $818.9M | ||
| Q4 24 | $981.0M | $584.6M | ||
| Q3 24 | $758.0M | $1.4B | ||
| Q2 24 | $912.0M | $-3.8B |
自由现金流EQIXVRTX
| Q1 26 | — | — | ||
| Q4 25 | $-292.0M | $348.6M | ||
| Q3 25 | $-122.0M | $1.1B | ||
| Q2 25 | $-45.0M | $927.4M | ||
| Q1 25 | $59.0M | $778.2M | ||
| Q4 24 | $-6.0M | $492.0M | ||
| Q3 24 | $34.0M | $1.3B | ||
| Q2 24 | $264.0M | $-3.8B |
自由现金流率EQIXVRTX
| Q1 26 | — | — | ||
| Q4 25 | -12.1% | 10.9% | ||
| Q3 25 | -5.3% | 37.0% | ||
| Q2 25 | -2.0% | 31.3% | ||
| Q1 25 | 2.7% | 28.1% | ||
| Q4 24 | -0.3% | 16.9% | ||
| Q3 24 | 1.5% | 47.0% | ||
| Q2 24 | 12.2% | -144.5% |
资本支出强度EQIXVRTX
| Q1 26 | — | — | ||
| Q4 25 | 59.3% | 4.7% | ||
| Q3 25 | 49.1% | 3.3% | ||
| Q2 25 | 43.8% | 4.9% | ||
| Q1 25 | 33.7% | 1.5% | ||
| Q4 24 | 43.7% | 3.2% | ||
| Q3 24 | 32.9% | 2.4% | ||
| Q2 24 | 30.0% | 2.6% |
现金转化率EQIXVRTX
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | 0.42× | ||
| Q3 25 | 2.71× | 1.15× | ||
| Q2 25 | 2.57× | 1.04× | ||
| Q1 25 | 2.36× | 1.27× | ||
| Q4 24 | — | 0.64× | ||
| Q3 24 | 2.55× | 1.31× | ||
| Q2 24 | 3.03× | — |
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
VRTX
| TRIKAFTAKAFTRIO | $2.6B | 81% |
| ALYFTREK | $380.1M | 12% |
| Manufactured Product Other | $237.4M | 7% |
