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Extra Space Storage(EXR)与Liberty Energy Inc.(LBRT)财务数据对比。点击上方公司名可切换其他公司
Liberty Energy 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 2.2%,领先25.9%),Liberty Energy Inc.同比增速更快(4.5% vs 4.4%),过去两年Extra Space Storage的营收复合增速更高(2.8% vs -6.2%)
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。
Liberty Energy Inc.是北美领先的能源服务供应商,专注为油气运营企业提供水力压裂及完井解决方案,服务覆盖美国主要页岩产区,供应低排放作业设备及定制化支持,帮助提升油气井生产效率。
EXR vs LBRT — 直观对比
营收规模更大
LBRT
是对方的1.2倍
$856.0M
营收增速更快
LBRT
高出0.1%
4.4%
净利率更高
EXR
高出25.9%
2.2%
两年增速更快
EXR
近两年复合增速
-6.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $856.0M | $1.0B |
| 净利润 | $241.0M | $22.6M |
| 毛利率 | — | — |
| 营业利润率 | 42.9% | 2.2% |
| 净利率 | 28.2% | 2.2% |
| 营收同比 | 4.4% | 4.5% |
| 净利润同比 | -11.4% | — |
| 每股收益(稀释后) | $1.14 | $0.14 |
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
LBRT
| Q1 26 | $856.0M | $1.0B | ||
| Q4 25 | $857.5M | $1.0B | ||
| Q3 25 | $858.5M | $947.4M | ||
| Q2 25 | $841.6M | $1.0B | ||
| Q1 25 | $820.0M | $977.5M | ||
| Q4 24 | $821.9M | $943.6M | ||
| Q3 24 | $824.8M | $1.1B | ||
| Q2 24 | $810.7M | $1.2B |
净利润
EXR
LBRT
| Q1 26 | $241.0M | $22.6M | ||
| Q4 25 | $287.4M | $13.7M | ||
| Q3 25 | $166.0M | $43.1M | ||
| Q2 25 | $249.7M | $71.0M | ||
| Q1 25 | $270.9M | $20.1M | ||
| Q4 24 | $262.5M | $51.9M | ||
| Q3 24 | $193.2M | $73.8M | ||
| Q2 24 | $185.9M | $108.4M |
毛利率
EXR
LBRT
| Q1 26 | — | — | ||
| Q4 25 | 73.0% | 20.6% | ||
| Q3 25 | 72.6% | 18.7% | ||
| Q2 25 | 73.0% | 22.1% | ||
| Q1 25 | 72.7% | 22.1% | ||
| Q4 24 | 73.1% | 21.4% | ||
| Q3 24 | 74.7% | 26.2% | ||
| Q2 24 | 75.7% | 27.9% |
营业利润率
EXR
LBRT
| Q1 26 | 42.9% | 2.2% | ||
| Q4 25 | 43.3% | 1.9% | ||
| Q3 25 | 32.5% | -0.3% | ||
| Q2 25 | 44.4% | 3.6% | ||
| Q1 25 | 47.4% | 1.9% | ||
| Q4 24 | 46.2% | 2.6% | ||
| Q3 24 | 36.7% | 9.4% | ||
| Q2 24 | 37.6% | 12.2% |
净利率
EXR
LBRT
| Q1 26 | 28.2% | 2.2% | ||
| Q4 25 | 33.5% | 1.3% | ||
| Q3 25 | 19.3% | 4.5% | ||
| Q2 25 | 29.7% | 6.8% | ||
| Q1 25 | 33.0% | 2.1% | ||
| Q4 24 | 31.9% | 5.5% | ||
| Q3 24 | 23.4% | 6.5% | ||
| Q2 24 | 22.9% | 9.3% |
每股收益(稀释后)
EXR
LBRT
| Q1 26 | $1.14 | $0.14 | ||
| Q4 25 | $1.35 | $0.08 | ||
| Q3 25 | $0.78 | $0.26 | ||
| Q2 25 | $1.18 | $0.43 | ||
| Q1 25 | $1.28 | $0.12 | ||
| Q4 24 | $1.23 | $0.31 | ||
| Q3 24 | $0.91 | $0.44 | ||
| Q2 24 | $0.88 | $0.64 |
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 | $699.1M |
| 总债务越低越好 | — | $7.1M |
| 股东权益账面价值 | — | $1.9B |
| 总资产 | $29.1B | $4.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
EXR
LBRT
| Q1 26 | $139.0M | $699.1M | ||
| Q4 25 | $138.9M | $27.6M | ||
| Q3 25 | $111.9M | $13.5M | ||
| Q2 25 | $125.0M | $19.6M | ||
| Q1 25 | $119.6M | $24.1M | ||
| Q4 24 | $138.2M | $20.0M | ||
| Q3 24 | $88.9M | $23.0M | ||
| Q2 24 | $77.0M | $30.0M |
总债务
EXR
LBRT
| Q1 26 | — | $7.1M | ||
| Q4 25 | — | $246.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $190.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
EXR
LBRT
| Q1 26 | — | $1.9B | ||
| Q4 25 | $13.4B | $2.1B | ||
| Q3 25 | $13.6B | $2.1B | ||
| Q2 25 | $13.8B | $2.0B | ||
| Q1 25 | $13.9B | $2.0B | ||
| Q4 24 | $13.9B | $2.0B | ||
| Q3 24 | $14.0B | $2.0B | ||
| Q2 24 | $14.2B | $1.9B |
总资产
EXR
LBRT
| Q1 26 | $29.1B | $4.4B | ||
| Q4 25 | $29.3B | $3.6B | ||
| Q3 25 | $29.2B | $3.5B | ||
| Q2 25 | $29.4B | $3.4B | ||
| Q1 25 | $29.0B | $3.4B | ||
| Q4 24 | $28.8B | $3.3B | ||
| Q3 24 | $28.1B | $3.3B | ||
| Q2 24 | $27.8B | $3.2B |
负债/权益比
EXR
LBRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% |
LBRT
暂无分部数据