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Extra Space Storage(EXR)与富兰克林电气(FELE)财务数据对比。点击上方公司名可切换其他公司
Extra Space Storage的季度营收约是富兰克林电气的1.7倍($856.0M vs $500.4M),Extra Space Storage净利率更高(28.2% vs 6.9%,领先21.2%),富兰克林电气同比增速更快(9.9% vs 4.4%),过去两年Extra Space Storage的营收复合增速更高(2.8% vs -4.0%)
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。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商,主营泵类、电机、驱动器及控制设备,产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡,在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地,为全球客户提供可靠的流体运输与能源管理解决方案。
EXR vs FELE — 直观对比
营收规模更大
EXR
是对方的1.7倍
$500.4M
营收增速更快
FELE
高出5.5%
4.4%
净利率更高
EXR
高出21.2%
6.9%
两年增速更快
EXR
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $856.0M | $500.4M |
| 净利润 | $241.0M | $34.7M |
| 毛利率 | — | 35.0% |
| 营业利润率 | 42.9% | 9.6% |
| 净利率 | 28.2% | 6.9% |
| 营收同比 | 4.4% | 9.9% |
| 净利润同比 | -11.4% | 10.6% |
| 每股收益(稀释后) | $1.14 | $0.77 |
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
FELE
| Q1 26 | $856.0M | $500.4M | ||
| Q4 25 | $857.5M | $506.9M | ||
| Q3 25 | $858.5M | $581.7M | ||
| Q2 25 | $841.6M | $587.4M | ||
| Q1 25 | $820.0M | $455.2M | ||
| Q4 24 | $821.9M | $485.7M | ||
| Q3 24 | $824.8M | $531.4M | ||
| Q2 24 | $810.7M | $543.3M |
净利润
EXR
FELE
| Q1 26 | $241.0M | $34.7M | ||
| Q4 25 | $287.4M | $39.3M | ||
| Q3 25 | $166.0M | $16.7M | ||
| Q2 25 | $249.7M | $60.1M | ||
| Q1 25 | $270.9M | $31.0M | ||
| Q4 24 | $262.5M | $33.7M | ||
| Q3 24 | $193.2M | $54.6M | ||
| Q2 24 | $185.9M | $59.1M |
毛利率
EXR
FELE
| Q1 26 | — | 35.0% | ||
| Q4 25 | 73.0% | 33.8% | ||
| Q3 25 | 72.6% | 35.9% | ||
| Q2 25 | 73.0% | 36.1% | ||
| Q1 25 | 72.7% | 36.0% | ||
| Q4 24 | 73.1% | 33.8% | ||
| Q3 24 | 74.7% | 35.7% | ||
| Q2 24 | 75.7% | 36.8% |
营业利润率
EXR
FELE
| Q1 26 | 42.9% | 9.6% | ||
| Q4 25 | 43.3% | 10.2% | ||
| Q3 25 | 32.5% | 14.6% | ||
| Q2 25 | 44.4% | 15.0% | ||
| Q1 25 | 47.4% | 9.7% | ||
| Q4 24 | 46.2% | 8.9% | ||
| Q3 24 | 36.7% | 13.8% | ||
| Q2 24 | 37.6% | 14.6% |
净利率
EXR
FELE
| Q1 26 | 28.2% | 6.9% | ||
| Q4 25 | 33.5% | 7.7% | ||
| Q3 25 | 19.3% | 2.9% | ||
| Q2 25 | 29.7% | 10.2% | ||
| Q1 25 | 33.0% | 6.8% | ||
| Q4 24 | 31.9% | 6.9% | ||
| Q3 24 | 23.4% | 10.3% | ||
| Q2 24 | 22.9% | 10.9% |
每股收益(稀释后)
EXR
FELE
| Q1 26 | $1.14 | $0.77 | ||
| Q4 25 | $1.35 | $0.87 | ||
| Q3 25 | $0.78 | $0.37 | ||
| Q2 25 | $1.18 | $1.31 | ||
| Q1 25 | $1.28 | $0.67 | ||
| Q4 24 | $1.23 | $0.73 | ||
| Q3 24 | $0.91 | $1.17 | ||
| Q2 24 | $0.88 | $1.26 |
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 | $80.4M |
| 总债务越低越好 | — | $134.4M |
| 股东权益账面价值 | — | $1.3B |
| 总资产 | $29.1B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势,按日历期对齐
现金及短期投资
EXR
FELE
| Q1 26 | $139.0M | $80.4M | ||
| Q4 25 | $138.9M | $99.7M | ||
| Q3 25 | $111.9M | $102.9M | ||
| Q2 25 | $125.0M | $104.6M | ||
| Q1 25 | $119.6M | $84.0M | ||
| Q4 24 | $138.2M | $220.5M | ||
| Q3 24 | $88.9M | $106.3M | ||
| Q2 24 | $77.0M | $58.1M |
总债务
EXR
FELE
| Q1 26 | — | $134.4M | ||
| Q4 25 | — | $135.2M | ||
| Q3 25 | — | $135.2M | ||
| Q2 25 | — | $14.5M | ||
| Q1 25 | — | $14.9M | ||
| Q4 24 | — | $11.6M | ||
| Q3 24 | — | $11.6M | ||
| Q2 24 | — | $87.2M |
股东权益
EXR
FELE
| Q1 26 | — | $1.3B | ||
| Q4 25 | $13.4B | $1.3B | ||
| Q3 25 | $13.6B | $1.3B | ||
| Q2 25 | $13.8B | $1.3B | ||
| Q1 25 | $13.9B | $1.3B | ||
| Q4 24 | $13.9B | $1.3B | ||
| Q3 24 | $14.0B | $1.3B | ||
| Q2 24 | $14.2B | $1.2B |
总资产
EXR
FELE
| Q1 26 | $29.1B | $2.0B | ||
| Q4 25 | $29.3B | $1.9B | ||
| Q3 25 | $29.2B | $2.0B | ||
| Q2 25 | $29.4B | $2.0B | ||
| Q1 25 | $29.0B | $1.9B | ||
| Q4 24 | $28.8B | $1.8B | ||
| Q3 24 | $28.1B | $1.8B | ||
| Q2 24 | $27.8B | $1.8B |
负债/权益比
EXR
FELE
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.07× |
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% |
FELE
暂无分部数据