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Extra Space Storage（EXR）与微芯科技（MCHP）财务数据对比。点击上方公司名可切换其他公司
微芯科技的季度营收约是Extra Space Storage的1.4倍（$1.2B vs $856.0M），Extra Space Storage净利率更高（28.2% vs 5.3%，领先22.9%），微芯科技同比增速更快（15.6% vs 4.4%），过去两年Extra Space Storage的营收复合增速更高（2.8% vs -5.4%）
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。
微芯科技（Microchip Technology）是美国知名上市半导体企业，主营微控制器、混合信号芯片、模拟芯片及闪存知识产权（Flash-IP）相关集成电路的研发、生产与销售，产品覆盖工业控制、汽车电子、消费电子、物联网等众多领域，在全球半导体细分市场拥有领先地位。
EXR vs MCHP — 直观对比
营收规模更大
MCHP
是对方的1.4倍
$856.0M
营收增速更快
MCHP
高出11.2%
4.4%
净利率更高
EXR
高出22.9%
5.3%
两年增速更快
EXR
近两年复合增速
-5.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $1.2B |
| 净利润 | $241.0M | $62.7M |
| 毛利率 | — | 59.6% |
| 营业利润率 | 42.9% | 12.8% |
| 净利率 | 28.2% | 5.3% |
| 营收同比 | 4.4% | 15.6% |
| 净利润同比 | -11.0% | 217.0% |
| 每股收益（稀释后） | $1.14 | $0.06 |
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EXRMCHP
| Q1 26 | $856.0M | — | ||
| Q4 25 | $857.5M | $1.2B | ||
| Q3 25 | $858.5M | $1.1B | ||
| Q2 25 | $841.6M | $1.1B | ||
| Q1 25 | $820.0M | $970.5M | ||
| Q4 24 | $821.9M | $1.0B | ||
| Q3 24 | $824.8M | $1.2B | ||
| Q2 24 | $810.7M | $1.2B |
净利润EXRMCHP
| Q1 26 | $241.0M | — | ||
| Q4 25 | $287.4M | $62.7M | ||
| Q3 25 | $166.0M | $41.7M | ||
| Q2 25 | $249.7M | $-18.6M | ||
| Q1 25 | $270.9M | $-154.6M | ||
| Q4 24 | $262.5M | $-53.6M | ||
| Q3 24 | $193.2M | $78.4M | ||
| Q2 24 | $185.9M | $129.3M |
毛利率EXRMCHP
| Q1 26 | — | — | ||
| Q4 25 | 73.0% | 59.6% | ||
| Q3 25 | 72.6% | 55.9% | ||
| Q2 25 | 73.0% | 53.6% | ||
| Q1 25 | 72.7% | 51.6% | ||
| Q4 24 | 73.1% | 54.7% | ||
| Q3 24 | 74.7% | 57.4% | ||
| Q2 24 | 75.7% | 59.4% |
营业利润率EXRMCHP
| Q1 26 | 42.9% | — | ||
| Q4 25 | 43.3% | 12.8% | ||
| Q3 25 | 32.5% | 7.8% | ||
| Q2 25 | 44.4% | 3.0% | ||
| Q1 25 | 47.4% | -10.3% | ||
| Q4 24 | 46.2% | 3.0% | ||
| Q3 24 | 36.7% | 12.6% | ||
| Q2 24 | 37.6% | 17.7% |
净利率EXRMCHP
| Q1 26 | 28.2% | — | ||
| Q4 25 | 33.5% | 5.3% | ||
| Q3 25 | 19.3% | 3.7% | ||
| Q2 25 | 29.7% | -1.7% | ||
| Q1 25 | 33.0% | -15.9% | ||
| Q4 24 | 31.9% | -5.2% | ||
| Q3 24 | 23.4% | 6.7% | ||
| Q2 24 | 22.9% | 10.4% |
每股收益（稀释后）EXRMCHP
| Q1 26 | $1.14 | — | ||
| Q4 25 | $1.35 | $0.06 | ||
| Q3 25 | $0.78 | $0.03 | ||
| Q2 25 | $1.18 | $-0.09 | ||
| Q1 25 | $1.28 | $-0.29 | ||
| Q4 24 | $1.23 | $-0.10 | ||
| Q3 24 | $0.91 | $0.14 | ||
| Q2 24 | $0.88 | $0.24 |
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 | $250.7M |
| 总债务越低越好 | — | $5.4B |
| 股东权益账面价值 | — | $6.6B |
| 总资产 | $29.1B | $14.3B |
| 负债/权益比越低杠杆越低 | — | 0.82× |
8季度趋势，按日历期对齐
现金及短期投资EXRMCHP
| Q1 26 | $139.0M | — | ||
| Q4 25 | $138.9M | $250.7M | ||
| Q3 25 | $111.9M | $236.8M | ||
| Q2 25 | $125.0M | $566.5M | ||
| Q1 25 | $119.6M | $771.7M | ||
| Q4 24 | $138.2M | $586.0M | ||
| Q3 24 | $88.9M | $286.1M | ||
| Q2 24 | $77.0M | $315.1M |
总债务EXRMCHP
| Q1 26 | — | — | ||
| Q4 25 | — | $5.4B | ||
| Q3 25 | — | $5.4B | ||
| Q2 25 | — | $5.5B | ||
| Q1 25 | — | $5.6B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B |
股东权益EXRMCHP
| Q1 26 | — | — | ||
| Q4 25 | $13.4B | $6.6B | ||
| Q3 25 | $13.6B | $6.7B | ||
| Q2 25 | $13.8B | $6.9B | ||
| Q1 25 | $13.9B | $7.1B | ||
| Q4 24 | $13.9B | $6.0B | ||
| Q3 24 | $14.0B | $6.3B | ||
| Q2 24 | $14.2B | $6.4B |
总资产EXRMCHP
| Q1 26 | $29.1B | — | ||
| Q4 25 | $29.3B | $14.3B | ||
| Q3 25 | $29.2B | $14.5B | ||
| Q2 25 | $29.4B | $15.0B | ||
| Q1 25 | $29.0B | $15.4B | ||
| Q4 24 | $28.8B | $15.6B | ||
| Q3 24 | $28.1B | $15.6B | ||
| Q2 24 | $27.8B | $15.8B |
负债/权益比EXRMCHP
| Q1 26 | — | — | ||
| Q4 25 | — | 0.82× | ||
| Q3 25 | — | 0.80× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | — | 1.02× | ||
| Q2 24 | — | 0.96× |
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 | — | $341.4M |
| 自由现金流经营现金流 - 资本支出 | — | $318.9M |
| 自由现金流率自由现金流/营收 | — | 26.9% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 现金转化率经营现金流/净利润 | — | 5.44× |
| 过去12个月自由现金流最近4个季度 | — | $819.9M |
8季度趋势，按日历期对齐
经营现金流EXRMCHP
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $341.4M | ||
| Q3 25 | $457.1M | $88.1M | ||
| Q2 25 | $543.9M | $275.6M | ||
| Q1 25 | $481.4M | $205.9M | ||
| Q4 24 | $1.9B | $271.5M | ||
| Q3 24 | $468.4M | $43.6M | ||
| Q2 24 | $545.2M | $377.1M |
自由现金流EXRMCHP
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $318.9M | ||
| Q3 25 | $444.2M | $51.6M | ||
| Q2 25 | $382.1M | $257.7M | ||
| Q1 25 | $345.4M | $191.7M | ||
| Q4 24 | $1.6B | $253.4M | ||
| Q3 24 | $310.1M | $22.8M | ||
| Q2 24 | $517.6M | $304.2M |
自由现金流率EXRMCHP
| Q1 26 | — | — | ||
| Q4 25 | 186.5% | 26.9% | ||
| Q3 25 | 51.7% | 4.5% | ||
| Q2 25 | 45.4% | 24.0% | ||
| Q1 25 | 42.1% | 19.8% | ||
| Q4 24 | 198.2% | 24.7% | ||
| Q3 24 | 37.6% | 2.0% | ||
| Q2 24 | 63.8% | 24.5% |
资本支出强度EXRMCHP
| Q1 26 | — | — | ||
| Q4 25 | 29.3% | 1.9% | ||
| Q3 25 | 1.5% | 3.2% | ||
| Q2 25 | 19.2% | 1.7% | ||
| Q1 25 | 16.6% | 1.5% | ||
| Q4 24 | 31.4% | 1.8% | ||
| Q3 24 | 19.2% | 1.8% | ||
| Q2 24 | 3.4% | 5.9% |
现金转化率EXRMCHP
| Q1 26 | — | — | ||
| Q4 25 | 6.44× | 5.44× | ||
| Q3 25 | 2.75× | 2.11× | ||
| Q2 25 | 2.18× | — | ||
| Q1 25 | 1.78× | — | ||
| Q4 24 | 7.19× | — | ||
| Q3 24 | 2.42× | 0.56× | ||
| Q2 24 | 2.93× | 2.92× |
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% |
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
