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Extra Space Storage（EXR）与Fabrinet（FN）财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是Extra Space Storage的1.3倍（$1.1B vs $856.0M），Extra Space Storage净利率更高（28.2% vs 9.9%，领先18.2%），Fabrinet同比增速更快（35.9% vs 4.4%），过去两年Fabrinet的营收复合增速更高（24.4% vs 2.8%）
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。
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
EXR vs FN — 直观对比
营收规模更大
FN
是对方的1.3倍
$856.0M
营收增速更快
FN
高出31.5%
4.4%
净利率更高
EXR
高出18.2%
9.9%
两年增速更快
FN
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $1.1B |
| 净利润 | $241.0M | $112.6M |
| 毛利率 | — | 12.2% |
| 营业利润率 | 42.9% | 10.1% |
| 净利率 | 28.2% | 9.9% |
| 营收同比 | 4.4% | 35.9% |
| 净利润同比 | -11.4% | 30.0% |
| 每股收益（稀释后） | $1.14 | $3.11 |
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EXRFN
| Q1 26 | $856.0M | — | ||
| Q4 25 | $857.5M | $1.1B | ||
| Q3 25 | $858.5M | $978.1M | ||
| Q2 25 | $841.6M | $909.7M | ||
| Q1 25 | $820.0M | $871.8M | ||
| Q4 24 | $821.9M | $833.6M | ||
| Q3 24 | $824.8M | $804.2M | ||
| Q2 24 | $810.7M | $753.3M |
净利润EXRFN
| Q1 26 | $241.0M | — | ||
| Q4 25 | $287.4M | $112.6M | ||
| Q3 25 | $166.0M | $95.9M | ||
| Q2 25 | $249.7M | $87.2M | ||
| Q1 25 | $270.9M | $81.3M | ||
| Q4 24 | $262.5M | $86.6M | ||
| Q3 24 | $193.2M | $77.4M | ||
| Q2 24 | $185.9M | $81.1M |
毛利率EXRFN
| Q1 26 | — | — | ||
| Q4 25 | 73.0% | 12.2% | ||
| Q3 25 | 72.6% | 11.9% | ||
| Q2 25 | 73.0% | 12.2% | ||
| Q1 25 | 72.7% | 11.7% | ||
| Q4 24 | 73.1% | 12.1% | ||
| Q3 24 | 74.7% | 12.3% | ||
| Q2 24 | 75.7% | 12.3% |
营业利润率EXRFN
| Q1 26 | 42.9% | — | ||
| Q4 25 | 43.3% | 10.1% | ||
| Q3 25 | 32.5% | 9.6% | ||
| Q2 25 | 44.4% | 9.8% | ||
| Q1 25 | 47.4% | 9.0% | ||
| Q4 24 | 46.2% | 9.5% | ||
| Q3 24 | 36.7% | 9.6% | ||
| Q2 24 | 37.6% | 9.7% |
净利率EXRFN
| Q1 26 | 28.2% | — | ||
| Q4 25 | 33.5% | 9.9% | ||
| Q3 25 | 19.3% | 9.8% | ||
| Q2 25 | 29.7% | 9.6% | ||
| Q1 25 | 33.0% | 9.3% | ||
| Q4 24 | 31.9% | 10.4% | ||
| Q3 24 | 23.4% | 9.6% | ||
| Q2 24 | 22.9% | 10.8% |
每股收益（稀释后）EXRFN
| Q1 26 | $1.14 | — | ||
| Q4 25 | $1.35 | $3.11 | ||
| Q3 25 | $0.78 | $2.66 | ||
| Q2 25 | $1.18 | $2.41 | ||
| Q1 25 | $1.28 | $2.25 | ||
| Q4 24 | $1.23 | $2.38 | ||
| Q3 24 | $0.91 | $2.13 | ||
| Q2 24 | $0.88 | $2.22 |
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 | $960.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $2.2B |
| 总资产 | $29.1B | $3.3B |
| 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EXRFN
| Q1 26 | $139.0M | — | ||
| Q4 25 | $138.9M | $960.8M | ||
| Q3 25 | $111.9M | $968.8M | ||
| Q2 25 | $125.0M | $934.2M | ||
| Q1 25 | $119.6M | $950.7M | ||
| Q4 24 | $138.2M | $934.6M | ||
| Q3 24 | $88.9M | $908.9M | ||
| Q2 24 | $77.0M | $858.6M |
股东权益EXRFN
| Q1 26 | — | — | ||
| Q4 25 | $13.4B | $2.2B | ||
| Q3 25 | $13.6B | $2.1B | ||
| Q2 25 | $13.8B | $2.0B | ||
| Q1 25 | $13.9B | $1.9B | ||
| Q4 24 | $13.9B | $1.8B | ||
| Q3 24 | $14.0B | $1.8B | ||
| Q2 24 | $14.2B | $1.7B |
总资产EXRFN
| Q1 26 | $29.1B | — | ||
| Q4 25 | $29.3B | $3.3B | ||
| Q3 25 | $29.2B | $3.0B | ||
| Q2 25 | $29.4B | $2.8B | ||
| Q1 25 | $29.0B | $2.6B | ||
| Q4 24 | $28.8B | $2.5B | ||
| Q3 24 | $28.1B | $2.4B | ||
| Q2 24 | $27.8B | $2.3B |
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 | — | $46.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.3M |
| 自由现金流率自由现金流/营收 | — | -0.5% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 现金转化率经营现金流/净利润 | — | 0.41× |
| 过去12个月自由现金流最近4个季度 | — | $102.3M |
8季度趋势，按日历期对齐
经营现金流EXRFN
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $46.3M | ||
| Q3 25 | $457.1M | $102.6M | ||
| Q2 25 | $543.9M | $55.1M | ||
| Q1 25 | $481.4M | $74.2M | ||
| Q4 24 | $1.9B | $115.9M | ||
| Q3 24 | $468.4M | $83.2M | ||
| Q2 24 | $545.2M | $83.1M |
自由现金流EXRFN
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $-5.3M | ||
| Q3 25 | $444.2M | $57.3M | ||
| Q2 25 | $382.1M | $4.7M | ||
| Q1 25 | $345.4M | $45.7M | ||
| Q4 24 | $1.6B | $94.0M | ||
| Q3 24 | $310.1M | $62.9M | ||
| Q2 24 | $517.6M | $70.4M |
自由现金流率EXRFN
| Q1 26 | — | — | ||
| Q4 25 | 186.5% | -0.5% | ||
| Q3 25 | 51.7% | 5.9% | ||
| Q2 25 | 45.4% | 0.5% | ||
| Q1 25 | 42.1% | 5.2% | ||
| Q4 24 | 198.2% | 11.3% | ||
| Q3 24 | 37.6% | 7.8% | ||
| Q2 24 | 63.8% | 9.3% |
资本支出强度EXRFN
| Q1 26 | — | — | ||
| Q4 25 | 29.3% | 4.6% | ||
| Q3 25 | 1.5% | 4.6% | ||
| Q2 25 | 19.2% | 5.5% | ||
| Q1 25 | 16.6% | 3.3% | ||
| Q4 24 | 31.4% | 2.6% | ||
| Q3 24 | 19.2% | 2.5% | ||
| Q2 24 | 3.4% | 1.7% |
现金转化率EXRFN
| Q1 26 | — | — | ||
| Q4 25 | 6.44× | 0.41× | ||
| Q3 25 | 2.75× | 1.07× | ||
| Q2 25 | 2.18× | 0.63× | ||
| Q1 25 | 1.78× | 0.91× | ||
| Q4 24 | 7.19× | 1.34× | ||
| Q3 24 | 2.42× | 1.07× | ||
| Q2 24 | 2.93× | 1.02× |
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% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
