vs
Equinix(EQIX)与W. R. Berkley Corporation(WRB)财务数据对比。点击上方公司名可切换其他公司
W. R. Berkley Corporation的季度营收约是Equinix的1.5倍($3.7B vs $2.4B),W. R. Berkley Corporation净利率更高(14.0% vs 11.0%,领先3.0%),Equinix同比增速更快(8.8% vs 4.0%),过去两年Equinix的营收复合增速更高(5.9% vs 5.5%)
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)。
W. R. Berkley Corporation由威廉·罗伯特·伯克利创立,他目前担任该公司董事长,同时兼任纽约大学校董会主席,在企业经营管理及高等教育治理领域均具备深厚的经验积累。
EQIX vs WRB — 直观对比
营收规模更大
WRB
是对方的1.5倍
$2.4B
营收增速更快
EQIX
高出4.7%
4.0%
净利率更高
WRB
高出3.0%
11.0%
两年增速更快
EQIX
近两年复合增速
5.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.4B | $3.7B |
| 净利润 | $265.0M | $515.2M |
| 毛利率 | 50.5% | — |
| 营业利润率 | 17.4% | — |
| 净利率 | 11.0% | 14.0% |
| 营收同比 | 8.8% | 4.0% |
| 净利润同比 | -22.7% | 23.4% |
| 每股收益(稀释后) | $2.70 | $1.31 |
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
EQIX
WRB
| Q1 26 | $2.4B | $3.7B | ||
| Q4 25 | $2.4B | $3.7B | ||
| Q3 25 | $2.3B | $3.8B | ||
| Q2 25 | $2.3B | $3.7B | ||
| Q1 25 | $2.2B | $3.5B | ||
| Q4 24 | $2.3B | $3.7B | ||
| Q3 24 | $2.2B | $3.4B | ||
| Q2 24 | $2.2B | $3.3B |
净利润
EQIX
WRB
| Q1 26 | $265.0M | $515.2M | ||
| Q4 25 | $265.0M | $449.5M | ||
| Q3 25 | $374.0M | $511.0M | ||
| Q2 25 | $368.0M | $401.3M | ||
| Q1 25 | $343.0M | $417.6M | ||
| Q4 24 | $-14.0M | $576.1M | ||
| Q3 24 | $297.0M | $365.6M | ||
| Q2 24 | $301.0M | $371.9M |
毛利率
EQIX
WRB
| 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
EQIX
WRB
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | 15.4% | ||
| Q3 25 | 20.5% | 17.2% | ||
| Q2 25 | 21.9% | 14.2% | ||
| Q1 25 | 20.6% | 15.2% | ||
| Q4 24 | 4.6% | 19.9% | ||
| Q3 24 | 19.3% | 14.0% | ||
| Q2 24 | 20.2% | 14.7% |
净利率
EQIX
WRB
| Q1 26 | 11.0% | 14.0% | ||
| Q4 25 | 11.0% | 12.1% | ||
| Q3 25 | 16.1% | 13.6% | ||
| Q2 25 | 16.3% | 10.9% | ||
| Q1 25 | 15.4% | 11.8% | ||
| Q4 24 | -0.6% | 15.7% | ||
| Q3 24 | 13.5% | 10.8% | ||
| Q2 24 | 13.9% | 11.2% |
每股收益(稀释后)
EQIX
WRB
| Q1 26 | $2.70 | $1.31 | ||
| Q4 25 | $2.70 | $1.13 | ||
| Q3 25 | $3.81 | $1.28 | ||
| Q2 25 | $3.75 | $1.00 | ||
| Q1 25 | $3.50 | $1.04 | ||
| Q4 24 | $-0.19 | $0.89 | ||
| Q3 24 | $3.10 | $0.91 | ||
| Q2 24 | $3.16 | $0.92 |
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 | $2.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $14.2B | — |
| 总资产 | $40.1B | $44.3B |
| 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
EQIX
WRB
| Q1 26 | $3.2B | $2.1B | ||
| Q4 25 | $3.2B | $2.5B | ||
| Q3 25 | $2.9B | $2.4B | ||
| Q2 25 | $4.5B | $2.0B | ||
| Q1 25 | $3.7B | $1.7B | ||
| Q4 24 | $3.6B | $2.0B | ||
| Q3 24 | $3.2B | $1.6B | ||
| Q2 24 | $2.0B | $1.6B |
总债务
EQIX
WRB
| 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
EQIX
WRB
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | $9.7B | ||
| Q3 25 | $14.2B | $9.8B | ||
| Q2 25 | $14.1B | $9.3B | ||
| Q1 25 | $13.9B | $8.9B | ||
| Q4 24 | $13.5B | $8.4B | ||
| Q3 24 | $13.6B | $8.4B | ||
| Q2 24 | $12.3B | $7.8B |
总资产
EQIX
WRB
| Q1 26 | $40.1B | $44.3B | ||
| Q4 25 | $40.1B | $44.1B | ||
| Q3 25 | $38.1B | $43.7B | ||
| Q2 25 | $38.8B | $42.7B | ||
| Q1 25 | $36.1B | $41.3B | ||
| Q4 24 | $35.1B | $40.6B | ||
| Q3 24 | $35.4B | $40.4B | ||
| Q2 24 | $32.9B | $38.9B |
负债/权益比
EQIX
WRB
| 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× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图