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Extra Space Storage（EXR）与朗美通（LITE）财务数据对比。点击上方公司名可切换其他公司
Extra Space Storage的季度营收约是朗美通的1.3倍（$856.0M vs $665.5M），Extra Space Storage净利率更高（28.2% vs 11.8%，领先16.4%），朗美通同比增速更快（65.5% vs 4.4%），过去两年朗美通的营收复合增速更高（34.8% 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。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
EXR vs LITE — 直观对比
营收规模更大
EXR
是对方的1.3倍
$665.5M
营收增速更快
LITE
高出61.1%
4.4%
净利率更高
EXR
高出16.4%
11.8%
两年增速更快
LITE
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $665.5M |
| 净利润 | $241.0M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | 42.9% | 9.7% |
| 净利率 | 28.2% | 11.8% |
| 营收同比 | 4.4% | 65.5% |
| 净利润同比 | -11.0% | 228.4% |
| 每股收益（稀释后） | $1.14 | $0.89 |
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EXRLITE
| Q1 26 | $856.0M | — | ||
| Q4 25 | $857.5M | $665.5M | ||
| Q3 25 | $858.5M | $533.8M | ||
| Q2 25 | $841.6M | $480.7M | ||
| Q1 25 | $820.0M | $425.2M | ||
| Q4 24 | $821.9M | $402.2M | ||
| Q3 24 | $824.8M | $336.9M | ||
| Q2 24 | $810.7M | $308.3M |
净利润EXRLITE
| Q1 26 | $241.0M | — | ||
| Q4 25 | $287.4M | $78.2M | ||
| Q3 25 | $166.0M | $4.2M | ||
| Q2 25 | $249.7M | $213.3M | ||
| Q1 25 | $270.9M | $-44.1M | ||
| Q4 24 | $262.5M | $-60.9M | ||
| Q3 24 | $193.2M | $-82.4M | ||
| Q2 24 | $185.9M | $-252.5M |
毛利率EXRLITE
| Q1 26 | — | — | ||
| Q4 25 | 73.0% | 36.1% | ||
| Q3 25 | 72.6% | 34.0% | ||
| Q2 25 | 73.0% | 33.3% | ||
| Q1 25 | 72.7% | 28.8% | ||
| Q4 24 | 73.1% | 24.8% | ||
| Q3 24 | 74.7% | 23.1% | ||
| Q2 24 | 75.7% | 16.6% |
营业利润率EXRLITE
| Q1 26 | 42.9% | — | ||
| Q4 25 | 43.3% | 9.7% | ||
| Q3 25 | 32.5% | 1.3% | ||
| Q2 25 | 44.4% | -1.7% | ||
| Q1 25 | 47.4% | -8.9% | ||
| Q4 24 | 46.2% | -12.8% | ||
| Q3 24 | 36.7% | -24.5% | ||
| Q2 24 | 37.6% | -43.3% |
净利率EXRLITE
| Q1 26 | 28.2% | — | ||
| Q4 25 | 33.5% | 11.8% | ||
| Q3 25 | 19.3% | 0.8% | ||
| Q2 25 | 29.7% | 44.4% | ||
| Q1 25 | 33.0% | -10.4% | ||
| Q4 24 | 31.9% | -15.1% | ||
| Q3 24 | 23.4% | -24.5% | ||
| Q2 24 | 22.9% | -81.9% |
每股收益（稀释后）EXRLITE
| Q1 26 | $1.14 | — | ||
| Q4 25 | $1.35 | $0.89 | ||
| Q3 25 | $0.78 | $0.05 | ||
| Q2 25 | $1.18 | $3.10 | ||
| Q1 25 | $1.28 | $-0.64 | ||
| Q4 24 | $1.23 | $-0.88 | ||
| Q3 24 | $0.91 | $-1.21 | ||
| Q2 24 | $0.88 | $-3.75 |
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 | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $846.6M |
| 总资产 | $29.1B | $4.8B |
| 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EXRLITE
| Q1 26 | $139.0M | — | ||
| Q4 25 | $138.9M | $1.2B | ||
| Q3 25 | $111.9M | $1.1B | ||
| Q2 25 | $125.0M | $877.1M | ||
| Q1 25 | $119.6M | $866.7M | ||
| Q4 24 | $138.2M | $896.7M | ||
| Q3 24 | $88.9M | $916.1M | ||
| Q2 24 | $77.0M | $887.0M |
股东权益EXRLITE
| Q1 26 | — | — | ||
| Q4 25 | $13.4B | $846.6M | ||
| Q3 25 | $13.6B | $780.8M | ||
| Q2 25 | $13.8B | $1.1B | ||
| Q1 25 | $13.9B | $879.5M | ||
| Q4 24 | $13.9B | $872.3M | ||
| Q3 24 | $14.0B | $895.9M | ||
| Q2 24 | $14.2B | $957.3M |
总资产EXRLITE
| Q1 26 | $29.1B | — | ||
| Q4 25 | $29.3B | $4.8B | ||
| Q3 25 | $29.2B | $4.6B | ||
| Q2 25 | $29.4B | $4.2B | ||
| Q1 25 | $29.0B | $4.0B | ||
| Q4 24 | $28.8B | $4.0B | ||
| Q3 24 | $28.1B | $4.0B | ||
| Q2 24 | $27.8B | $3.9B |
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 | — | $126.7M |
| 自由现金流经营现金流 - 资本支出 | — | $43.1M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | — | 12.6% |
| 现金转化率经营现金流/净利润 | — | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $-29.5M |
8季度趋势，按日历期对齐
经营现金流EXRLITE
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $126.7M | ||
| Q3 25 | $457.1M | $57.9M | ||
| Q2 25 | $543.9M | $64.0M | ||
| Q1 25 | $481.4M | $-1.6M | ||
| Q4 24 | $1.9B | $24.3M | ||
| Q3 24 | $468.4M | $39.6M | ||
| Q2 24 | $545.2M | $35.5M |
自由现金流EXRLITE
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $43.1M | ||
| Q3 25 | $444.2M | $-18.3M | ||
| Q2 25 | $382.1M | $10.1M | ||
| Q1 25 | $345.4M | $-64.4M | ||
| Q4 24 | $1.6B | $-15.9M | ||
| Q3 24 | $310.1M | $-34.5M | ||
| Q2 24 | $517.6M | $10.9M |
自由现金流率EXRLITE
| Q1 26 | — | — | ||
| Q4 25 | 186.5% | 6.5% | ||
| Q3 25 | 51.7% | -3.4% | ||
| Q2 25 | 45.4% | 2.1% | ||
| Q1 25 | 42.1% | -15.1% | ||
| Q4 24 | 198.2% | -4.0% | ||
| Q3 24 | 37.6% | -10.2% | ||
| Q2 24 | 63.8% | 3.5% |
资本支出强度EXRLITE
| Q1 26 | — | — | ||
| Q4 25 | 29.3% | 12.6% | ||
| Q3 25 | 1.5% | 14.3% | ||
| Q2 25 | 19.2% | 11.2% | ||
| Q1 25 | 16.6% | 14.8% | ||
| Q4 24 | 31.4% | 10.0% | ||
| Q3 24 | 19.2% | 22.0% | ||
| Q2 24 | 3.4% | 8.0% |
现金转化率EXRLITE
| Q1 26 | — | — | ||
| Q4 25 | 6.44× | 1.62× | ||
| Q3 25 | 2.75× | 13.79× | ||
| Q2 25 | 2.18× | 0.30× | ||
| Q1 25 | 1.78× | — | ||
| Q4 24 | 7.19× | — | ||
| Q3 24 | 2.42× | — | ||
| Q2 24 | 2.93× | — |
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% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
