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Extra Space Storage（EXR）与MSA Safety Inc（MSA）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MSA Safety Inc的1.7倍（$856.0M vs $510.9M），Extra Space Storage净利率更高（28.2% vs 17.0%，领先11.1%），Extra Space Storage同比增速更快（4.4% vs 2.2%），过去两年MSA Safety Inc的营收复合增速更高（11.2% 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。
MSA安全是美国专业安全设备生产供应商，面向建筑、军事、消防、化工、油气等存在高危作业场景的多个行业提供安全防护产品及解决方案，总部位于美国匹兹堡近郊的克兰伯里。
EXR vs MSA — 直观对比
营收规模更大
EXR
是对方的1.7倍
$510.9M
营收增速更快
EXR
高出2.1%
2.2%
净利率更高
EXR
高出11.1%
17.0%
两年增速更快
MSA
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $510.9M |
| 净利润 | $241.0M | $86.9M |
| 毛利率 | — | 46.9% |
| 营业利润率 | 42.9% | 22.3% |
| 净利率 | 28.2% | 17.0% |
| 营收同比 | 4.4% | 2.2% |
| 净利润同比 | -11.0% | -1.2% |
| 每股收益（稀释后） | $1.14 | $2.22 |
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EXRMSA
| Q1 26 | $856.0M | — | ||
| Q4 25 | $857.5M | $510.9M | ||
| Q3 25 | $858.5M | $468.4M | ||
| Q2 25 | $841.6M | $474.1M | ||
| Q1 25 | $820.0M | $421.3M | ||
| Q4 24 | $821.9M | $499.7M | ||
| Q3 24 | $824.8M | $432.7M | ||
| Q2 24 | $810.7M | $462.5M |
净利润EXRMSA
| Q1 26 | $241.0M | — | ||
| Q4 25 | $287.4M | $86.9M | ||
| Q3 25 | $166.0M | $69.6M | ||
| Q2 25 | $249.7M | $62.8M | ||
| Q1 25 | $270.9M | $59.6M | ||
| Q4 24 | $262.5M | $87.9M | ||
| Q3 24 | $193.2M | $66.6M | ||
| Q2 24 | $185.9M | $72.2M |
毛利率EXRMSA
| Q1 26 | — | — | ||
| Q4 25 | 73.0% | 46.9% | ||
| Q3 25 | 72.6% | 46.5% | ||
| Q2 25 | 73.0% | 46.6% | ||
| Q1 25 | 72.7% | 45.9% | ||
| Q4 24 | 73.1% | 46.9% | ||
| Q3 24 | 74.7% | 47.9% | ||
| Q2 24 | 75.7% | 48.2% |
营业利润率EXRMSA
| Q1 26 | 42.9% | — | ||
| Q4 25 | 43.3% | 22.3% | ||
| Q3 25 | 32.5% | 20.1% | ||
| Q2 25 | 44.4% | 18.1% | ||
| Q1 25 | 47.4% | 18.5% | ||
| Q4 24 | 46.2% | 23.5% | ||
| Q3 24 | 36.7% | 21.1% | ||
| Q2 24 | 37.6% | 21.6% |
净利率EXRMSA
| Q1 26 | 28.2% | — | ||
| Q4 25 | 33.5% | 17.0% | ||
| Q3 25 | 19.3% | 14.9% | ||
| Q2 25 | 29.7% | 13.2% | ||
| Q1 25 | 33.0% | 14.1% | ||
| Q4 24 | 31.9% | 17.6% | ||
| Q3 24 | 23.4% | 15.4% | ||
| Q2 24 | 22.9% | 15.6% |
每股收益（稀释后）EXRMSA
| Q1 26 | $1.14 | — | ||
| Q4 25 | $1.35 | $2.22 | ||
| Q3 25 | $0.78 | $1.77 | ||
| Q2 25 | $1.18 | $1.59 | ||
| Q1 25 | $1.28 | $1.51 | ||
| Q4 24 | $1.23 | $2.22 | ||
| Q3 24 | $0.91 | $1.69 | ||
| Q2 24 | $0.88 | $1.83 |
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 | $165.1M |
| 总债务越低越好 | — | $580.9M |
| 股东权益账面价值 | — | $1.4B |
| 总资产 | $29.1B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资EXRMSA
| Q1 26 | $139.0M | — | ||
| Q4 25 | $138.9M | $165.1M | ||
| Q3 25 | $111.9M | $170.0M | ||
| Q2 25 | $125.0M | $147.0M | ||
| Q1 25 | $119.6M | $170.6M | ||
| Q4 24 | $138.2M | $164.6M | ||
| Q3 24 | $88.9M | $154.4M | ||
| Q2 24 | $77.0M | $146.8M |
总债务EXRMSA
| Q1 26 | — | — | ||
| Q4 25 | — | $580.9M | ||
| Q3 25 | — | $628.6M | ||
| Q2 25 | — | $679.3M | ||
| Q1 25 | — | $502.1M | ||
| Q4 24 | — | $508.0M | ||
| Q3 24 | — | $554.7M | ||
| Q2 24 | — | $588.2M |
股东权益EXRMSA
| Q1 26 | — | — | ||
| Q4 25 | $13.4B | $1.4B | ||
| Q3 25 | $13.6B | $1.3B | ||
| Q2 25 | $13.8B | $1.3B | ||
| Q1 25 | $13.9B | $1.2B | ||
| Q4 24 | $13.9B | $1.1B | ||
| Q3 24 | $14.0B | $1.1B | ||
| Q2 24 | $14.2B | $1.0B |
总资产EXRMSA
| Q1 26 | $29.1B | — | ||
| Q4 25 | $29.3B | $2.6B | ||
| Q3 25 | $29.2B | $2.6B | ||
| Q2 25 | $29.4B | $2.6B | ||
| Q1 25 | $29.0B | $2.2B | ||
| Q4 24 | $28.8B | $2.2B | ||
| Q3 24 | $28.1B | $2.2B | ||
| Q2 24 | $27.8B | $2.2B |
负债/权益比EXRMSA
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.54× | ||
| Q1 25 | — | 0.42× | ||
| Q4 24 | — | 0.44× | ||
| Q3 24 | — | 0.51× | ||
| Q2 24 | — | 0.57× |
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 | — | $122.4M |
| 自由现金流经营现金流 - 资本支出 | — | $106.0M |
| 自由现金流率自由现金流/营收 | — | 20.8% |
| 资本支出强度资本支出/营收 | — | 3.2% |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $295.4M |
8季度趋势，按日历期对齐
经营现金流EXRMSA
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $122.4M | ||
| Q3 25 | $457.1M | $112.5M | ||
| Q2 25 | $543.9M | $67.2M | ||
| Q1 25 | $481.4M | $61.8M | ||
| Q4 24 | $1.9B | $107.9M | ||
| Q3 24 | $468.4M | $84.3M | ||
| Q2 24 | $545.2M | $53.3M |
自由现金流EXRMSA
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $106.0M | ||
| Q3 25 | $444.2M | $100.5M | ||
| Q2 25 | $382.1M | $37.9M | ||
| Q1 25 | $345.4M | $51.0M | ||
| Q4 24 | $1.6B | $93.5M | ||
| Q3 24 | $310.1M | $70.1M | ||
| Q2 24 | $517.6M | $39.0M |
自由现金流率EXRMSA
| Q1 26 | — | — | ||
| Q4 25 | 186.5% | 20.8% | ||
| Q3 25 | 51.7% | 21.4% | ||
| Q2 25 | 45.4% | 8.0% | ||
| Q1 25 | 42.1% | 12.1% | ||
| Q4 24 | 198.2% | 18.7% | ||
| Q3 24 | 37.6% | 16.2% | ||
| Q2 24 | 63.8% | 8.4% |
资本支出强度EXRMSA
| Q1 26 | — | — | ||
| Q4 25 | 29.3% | 3.2% | ||
| Q3 25 | 1.5% | 2.6% | ||
| Q2 25 | 19.2% | 6.2% | ||
| Q1 25 | 16.6% | 2.6% | ||
| Q4 24 | 31.4% | 2.9% | ||
| Q3 24 | 19.2% | 3.3% | ||
| Q2 24 | 3.4% | 3.1% |
现金转化率EXRMSA
| Q1 26 | — | — | ||
| Q4 25 | 6.44× | 1.41× | ||
| Q3 25 | 2.75× | 1.62× | ||
| Q2 25 | 2.18× | 1.07× | ||
| Q1 25 | 1.78× | 1.04× | ||
| Q4 24 | 7.19× | 1.23× | ||
| Q3 24 | 2.42× | 1.27× | ||
| Q2 24 | 2.93× | 0.74× |
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% |
MSA
| Americas Segment | $335.2M | 66% |
| International Segment | $175.7M | 34% |
