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Extra Space Storage(EXR)与Globe Life(GL)财务数据对比。点击上方公司名可切换其他公司
Globe Life的季度营收约是Extra Space Storage的1.8倍($1.6B vs $856.0M),Extra Space Storage净利率更高(28.2% vs 17.3%,领先10.8%),Globe Life同比增速更快(5.3% vs 4.4%),过去两年Globe Life的营收复合增速更高(4.1% 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。
Globe Life Inc.(股票代码:GL)是总部位于美国得克萨斯州麦金尼的金融服务控股公司,在纽约证券交易所上市,通过旗下全资子公司开展业务,主营人寿保险、年金产品及补充健康保险产品。
EXR vs GL — 直观对比
营收规模更大
GL
是对方的1.8倍
$856.0M
营收增速更快
GL
高出1.0%
4.4%
净利率更高
EXR
高出10.8%
17.3%
两年增速更快
GL
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $856.0M | $1.6B |
| 净利润 | $241.0M | $270.5M |
| 毛利率 | — | — |
| 营业利润率 | 42.9% | — |
| 净利率 | 28.2% | 17.3% |
| 营收同比 | 4.4% | 5.3% |
| 净利润同比 | -11.0% | 6.3% |
| 每股收益(稀释后) | $1.14 | $3.39 |
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
GL
| Q1 26 | $856.0M | $1.6B | ||
| Q4 25 | $857.5M | $1.5B | ||
| Q3 25 | $858.5M | $1.5B | ||
| Q2 25 | $841.6M | $1.5B | ||
| Q1 25 | $820.0M | $1.5B | ||
| Q4 24 | $821.9M | $1.5B | ||
| Q3 24 | $824.8M | $1.5B | ||
| Q2 24 | $810.7M | $1.4B |
净利润
EXR
GL
| Q1 26 | $241.0M | $270.5M | ||
| Q4 25 | $287.4M | $266.1M | ||
| Q3 25 | $166.0M | $387.8M | ||
| Q2 25 | $249.7M | $252.7M | ||
| Q1 25 | $270.9M | $254.6M | ||
| Q4 24 | $262.5M | $255.2M | ||
| Q3 24 | $193.2M | $303.0M | ||
| Q2 24 | $185.9M | $258.4M |
毛利率
EXR
GL
| Q1 26 | — | — | ||
| Q4 25 | 73.0% | — | ||
| Q3 25 | 72.6% | — | ||
| Q2 25 | 73.0% | — | ||
| Q1 25 | 72.7% | — | ||
| Q4 24 | 73.1% | — | ||
| Q3 24 | 74.7% | 26.1% | ||
| Q2 24 | 75.7% | 23.3% |
营业利润率
EXR
GL
| Q1 26 | 42.9% | — | ||
| Q4 25 | 43.3% | 21.7% | ||
| Q3 25 | 32.5% | 31.5% | ||
| Q2 25 | 44.4% | 21.2% | ||
| Q1 25 | 47.4% | 21.4% | ||
| Q4 24 | 46.2% | 21.3% | ||
| Q3 24 | 36.7% | 26.3% | ||
| Q2 24 | 37.6% | 23.5% |
净利率
EXR
GL
| Q1 26 | 28.2% | 17.3% | ||
| Q4 25 | 33.5% | 17.5% | ||
| Q3 25 | 19.3% | 25.6% | ||
| Q2 25 | 29.7% | 17.1% | ||
| Q1 25 | 33.0% | 17.2% | ||
| Q4 24 | 31.9% | 17.4% | ||
| Q3 24 | 23.4% | 20.8% | ||
| Q2 24 | 22.9% | 17.9% |
每股收益(稀释后)
EXR
GL
| Q1 26 | $1.14 | $3.39 | ||
| Q4 25 | $1.35 | $3.28 | ||
| Q3 25 | $0.78 | $4.73 | ||
| Q2 25 | $1.18 | $3.05 | ||
| Q1 25 | $1.28 | $3.01 | ||
| Q4 24 | $1.23 | $3.00 | ||
| Q3 24 | $0.91 | $3.44 | ||
| Q2 24 | $0.88 | $2.83 |
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 | $183.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $6.1B |
| 总资产 | $29.1B | — |
| 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
EXR
GL
| Q1 26 | $139.0M | $183.8M | ||
| Q4 25 | $138.9M | $314.7M | ||
| Q3 25 | $111.9M | $62.8M | ||
| Q2 25 | $125.0M | $116.7M | ||
| Q1 25 | $119.6M | $134.1M | ||
| Q4 24 | $138.2M | $85.0M | ||
| Q3 24 | $88.9M | $100.5M | ||
| Q2 24 | $77.0M | $100.6M |
股东权益
EXR
GL
| Q1 26 | — | $6.1B | ||
| Q4 25 | $13.4B | $6.0B | ||
| Q3 25 | $13.6B | $5.7B | ||
| Q2 25 | $13.8B | $5.4B | ||
| Q1 25 | $13.9B | $5.4B | ||
| Q4 24 | $13.9B | $5.3B | ||
| Q3 24 | $14.0B | $4.6B | ||
| Q2 24 | $14.2B | $5.2B |
总资产
EXR
GL
| Q1 26 | $29.1B | — | ||
| Q4 25 | $29.3B | $30.8B | ||
| Q3 25 | $29.2B | $30.5B | ||
| Q2 25 | $29.4B | $29.8B | ||
| Q1 25 | $29.0B | $29.7B | ||
| Q4 24 | $28.8B | $29.1B | ||
| Q3 24 | $28.1B | $29.6B | ||
| Q2 24 | $27.8B | $28.3B |
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% |
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |