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Extra Space Storage(EXR)与FRESH DEL MONTE PRODUCE INC(FDP)财务数据对比。点击上方公司名可切换其他公司
FRESH DEL MONTE PRODUCE INC的季度营收约是Extra Space Storage的1.2倍($1.0B vs $856.0M),Extra Space Storage净利率更高(28.2% vs 1.0%,领先27.1%),Extra Space Storage同比增速更快(4.4% vs -4.9%),过去两年Extra Space Storage的营收复合增速更高(2.8% vs -4.3%)
Extra Space Storage是总部位于美国犹他州卡顿伍德高地的房地产投资信托基金,主营自助仓储设施投资运营。旗下运营多个仓储品牌,提供温控仓、可驶入单元、储物柜、船只/房车/企业仓储等服务,截至2024年3月,在全美43个州及华盛顿特区共运营3714处网点。
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业,注册地位于开曼群岛乔治敦,美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
EXR vs FDP — 直观对比
营收规模更大
FDP
是对方的1.2倍
$856.0M
营收增速更快
EXR
高出9.3%
-4.9%
净利率更高
EXR
高出27.1%
1.0%
两年增速更快
EXR
近两年复合增速
-4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $856.0M | $1.0B |
| 净利润 | $241.0M | $10.7M |
| 毛利率 | — | 8.5% |
| 营业利润率 | 42.9% | 1.9% |
| 净利率 | 28.2% | 1.0% |
| 营收同比 | 4.4% | -4.9% |
| 净利润同比 | -11.4% | -67.8% |
| 每股收益(稀释后) | $1.14 | $0.21 |
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
EXR
FDP
| Q1 26 | $856.0M | $1.0B | ||
| Q4 25 | $857.5M | $1.0B | ||
| Q3 25 | $858.5M | $1.0B | ||
| Q2 25 | $841.6M | $1.2B | ||
| Q1 25 | $820.0M | $1.1B | ||
| Q4 24 | $821.9M | $1.0B | ||
| Q3 24 | $824.8M | $1.0B | ||
| Q2 24 | $810.7M | $1.1B |
净利润
EXR
FDP
| Q1 26 | $241.0M | $10.7M | ||
| Q4 25 | $287.4M | $32.3M | ||
| Q3 25 | $166.0M | $-29.1M | ||
| Q2 25 | $249.7M | $56.8M | ||
| Q1 25 | $270.9M | $31.1M | ||
| Q4 24 | $262.5M | $20.3M | ||
| Q3 24 | $193.2M | $42.1M | ||
| Q2 24 | $185.9M | $53.6M |
毛利率
EXR
FDP
| Q1 26 | — | 8.5% | ||
| Q4 25 | 73.0% | 10.4% | ||
| Q3 25 | 72.6% | 7.9% | ||
| Q2 25 | 73.0% | 10.2% | ||
| Q1 25 | 72.7% | 8.4% | ||
| Q4 24 | 73.1% | 6.8% | ||
| Q3 24 | 74.7% | 9.2% | ||
| Q2 24 | 75.7% | 9.9% |
营业利润率
EXR
FDP
| Q1 26 | 42.9% | 1.9% | ||
| Q4 25 | 43.3% | 4.5% | ||
| Q3 25 | 32.5% | -2.1% | ||
| Q2 25 | 44.4% | 5.8% | ||
| Q1 25 | 47.4% | 4.1% | ||
| Q4 24 | 46.2% | 3.0% | ||
| Q3 24 | 36.7% | 5.3% | ||
| Q2 24 | 37.6% | 6.0% |
净利率
EXR
FDP
| Q1 26 | 28.2% | 1.0% | ||
| Q4 25 | 33.5% | 3.2% | ||
| Q3 25 | 19.3% | -2.8% | ||
| Q2 25 | 29.7% | 4.8% | ||
| Q1 25 | 33.0% | 2.8% | ||
| Q4 24 | 31.9% | 2.0% | ||
| Q3 24 | 23.4% | 4.1% | ||
| Q2 24 | 22.9% | 4.7% |
每股收益(稀释后)
EXR
FDP
| Q1 26 | $1.14 | $0.21 | ||
| Q4 25 | $1.35 | $0.67 | ||
| Q3 25 | $0.78 | $-0.61 | ||
| Q2 25 | $1.18 | $1.18 | ||
| Q1 25 | $1.28 | $0.64 | ||
| Q4 24 | $1.23 | $0.41 | ||
| Q3 24 | $0.91 | $0.88 | ||
| Q2 24 | $0.88 | $1.12 |
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 | $139.0M | $66.3M |
| 总债务越低越好 | — | $451.5M |
| 股东权益账面价值 | — | $2.0B |
| 总资产 | $29.1B | $3.4B |
| 负债/权益比越低杠杆越低 | — | 0.22× |
8季度趋势,按日历期对齐
现金及短期投资
EXR
FDP
| Q1 26 | $139.0M | $66.3M | ||
| Q4 25 | $138.9M | $35.7M | ||
| Q3 25 | $111.9M | $97.2M | ||
| Q2 25 | $125.0M | $85.5M | ||
| Q1 25 | $119.6M | $34.4M | ||
| Q4 24 | $138.2M | $32.6M | ||
| Q3 24 | $88.9M | $50.8M | ||
| Q2 24 | $77.0M | $37.8M |
总债务
EXR
FDP
| Q1 26 | — | $451.5M | ||
| Q4 25 | — | $176.2M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $205.2M | ||
| Q1 25 | — | $237.4M | ||
| Q4 24 | — | $248.9M | ||
| Q3 24 | — | $274.8M | ||
| Q2 24 | — | $290.4M |
股东权益
EXR
FDP
| Q1 26 | — | $2.0B | ||
| Q4 25 | $13.4B | $2.0B | ||
| Q3 25 | $13.6B | $2.0B | ||
| Q2 25 | $13.8B | $2.1B | ||
| Q1 25 | $13.9B | $2.0B | ||
| Q4 24 | $13.9B | $2.0B | ||
| Q3 24 | $14.0B | $2.0B | ||
| Q2 24 | $14.2B | $2.0B |
总资产
EXR
FDP
| Q1 26 | $29.1B | $3.4B | ||
| Q4 25 | $29.3B | $3.1B | ||
| Q3 25 | $29.2B | $3.1B | ||
| Q2 25 | $29.4B | $3.2B | ||
| Q1 25 | $29.0B | $3.2B | ||
| Q4 24 | $28.8B | $3.1B | ||
| Q3 24 | $28.1B | $3.2B | ||
| Q2 24 | $27.8B | $3.1B |
负债/权益比
EXR
FDP
| Q1 26 | — | 0.22× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.09× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× |
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 | — | $44.1M |
| 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 | — | 1.4% |
| 现金转化率经营现金流/净利润 | — | 4.12× |
| 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
EXR
FDP
| Q1 26 | — | $44.1M | ||
| Q4 25 | $1.9B | $10.9M | ||
| Q3 25 | $457.1M | $75.0M | ||
| Q2 25 | $543.9M | $113.1M | ||
| Q1 25 | $481.4M | $46.1M | ||
| Q4 24 | $1.9B | $-4.7M | ||
| Q3 24 | $468.4M | $43.5M | ||
| Q2 24 | $545.2M | $125.0M |
自由现金流
EXR
FDP
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $-17.2M | ||
| Q3 25 | $444.2M | $60.9M | ||
| Q2 25 | $382.1M | $101.5M | ||
| Q1 25 | $345.4M | $36.1M | ||
| Q4 24 | $1.6B | $-22.3M | ||
| Q3 24 | $310.1M | $30.1M | ||
| Q2 24 | $517.6M | $117.0M |
自由现金流率
EXR
FDP
| Q1 26 | — | — | ||
| Q4 25 | 186.5% | -1.7% | ||
| Q3 25 | 51.7% | 6.0% | ||
| Q2 25 | 45.4% | 8.6% | ||
| Q1 25 | 42.1% | 3.3% | ||
| Q4 24 | 198.2% | -2.2% | ||
| Q3 24 | 37.6% | 3.0% | ||
| Q2 24 | 63.8% | 10.3% |
资本支出强度
EXR
FDP
| Q1 26 | — | 1.4% | ||
| Q4 25 | 29.3% | 2.8% | ||
| Q3 25 | 1.5% | 1.4% | ||
| Q2 25 | 19.2% | 1.0% | ||
| Q1 25 | 16.6% | 0.9% | ||
| Q4 24 | 31.4% | 1.7% | ||
| Q3 24 | 19.2% | 1.3% | ||
| Q2 24 | 3.4% | 0.7% |
现金转化率
EXR
FDP
| Q1 26 | — | 4.12× | ||
| Q4 25 | 6.44× | 0.34× | ||
| Q3 25 | 2.75× | — | ||
| Q2 25 | 2.18× | 1.99× | ||
| Q1 25 | 1.78× | 1.48× | ||
| Q4 24 | 7.19× | -0.23× | ||
| Q3 24 | 2.42× | 1.03× | ||
| Q2 24 | 2.93× | 2.33× |
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
EXR
| Property rental | $733.2M | 86% |
| Tenant reinsurance | $89.1M | 10% |
| Management fees and other income | $33.7M | 4% |
FDP
暂无分部数据