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Extra Space Storage（EXR）与OUTFRONT Media Inc.（OUT）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OUTFRONT Media Inc.的1.7倍（$856.0M vs $513.3M），Extra Space Storage净利率更高（28.2% vs 18.9%，领先9.3%），Extra Space Storage同比增速更快（4.4% vs 4.1%），过去两年OUTFRONT Media Inc.的营收复合增速更高（12.1% 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。
OUTFRONT Media Inc.是一家美国广告企业，业务覆盖美国本土，由首席执行官Nick Brien领导美洲区业务，核心经营广告牌及公共交通展示广告两大业务板块，是户外广告领域的重要参与者。
EXR vs OUT — 直观对比
营收规模更大
EXR
是对方的1.7倍
$513.3M
营收增速更快
EXR
高出0.3%
4.1%
净利率更高
EXR
高出9.3%
18.9%
两年增速更快
OUT
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $513.3M |
| 净利润 | $241.0M | $96.8M |
| 毛利率 | — | — |
| 营业利润率 | 42.9% | 26.0% |
| 净利率 | 28.2% | 18.9% |
| 营收同比 | 4.4% | 4.1% |
| 净利润同比 | -11.4% | 30.8% |
| 每股收益（稀释后） | $1.14 | $0.57 |
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EXROUT
| Q1 26 | $856.0M | — | ||
| Q4 25 | $857.5M | $513.3M | ||
| Q3 25 | $858.5M | $467.5M | ||
| Q2 25 | $841.6M | $460.2M | ||
| Q1 25 | $820.0M | $390.7M | ||
| Q4 24 | $821.9M | $493.2M | ||
| Q3 24 | $824.8M | $451.9M | ||
| Q2 24 | $810.7M | $477.3M |
净利润EXROUT
| Q1 26 | $241.0M | — | ||
| Q4 25 | $287.4M | $96.8M | ||
| Q3 25 | $166.0M | $51.3M | ||
| Q2 25 | $249.7M | $19.5M | ||
| Q1 25 | $270.9M | $-20.6M | ||
| Q4 24 | $262.5M | $74.0M | ||
| Q3 24 | $193.2M | $34.6M | ||
| Q2 24 | $185.9M | $176.8M |
毛利率EXROUT
| 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% | — | ||
| Q2 24 | 75.7% | — |
营业利润率EXROUT
| Q1 26 | 42.9% | — | ||
| Q4 25 | 43.3% | 26.0% | ||
| Q3 25 | 32.5% | 19.2% | ||
| Q2 25 | 44.4% | 12.2% | ||
| Q1 25 | 47.4% | 3.6% | ||
| Q4 24 | 46.2% | 22.5% | ||
| Q3 24 | 36.7% | 15.8% | ||
| Q2 24 | 37.6% | 48.0% |
净利率EXROUT
| Q1 26 | 28.2% | — | ||
| Q4 25 | 33.5% | 18.9% | ||
| Q3 25 | 19.3% | 11.0% | ||
| Q2 25 | 29.7% | 4.2% | ||
| Q1 25 | 33.0% | -5.3% | ||
| Q4 24 | 31.9% | 15.0% | ||
| Q3 24 | 23.4% | 7.7% | ||
| Q2 24 | 22.9% | 37.0% |
每股收益（稀释后）EXROUT
| Q1 26 | $1.14 | — | ||
| Q4 25 | $1.35 | $0.57 | ||
| Q3 25 | $0.78 | $0.29 | ||
| Q2 25 | $1.18 | $0.10 | ||
| Q1 25 | $1.28 | $-0.14 | ||
| Q4 24 | $1.23 | $0.49 | ||
| Q3 24 | $0.91 | $0.19 | ||
| Q2 24 | $0.88 | $1.01 |
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 | $99.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $710.4M |
| 总资产 | $29.1B | $5.3B |
| 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EXROUT
| Q1 26 | $139.0M | — | ||
| Q4 25 | $138.9M | $99.9M | ||
| Q3 25 | $111.9M | $63.0M | ||
| Q2 25 | $125.0M | $28.5M | ||
| Q1 25 | $119.6M | $30.5M | ||
| Q4 24 | $138.2M | $46.9M | ||
| Q3 24 | $88.9M | $28.0M | ||
| Q2 24 | $77.0M | $49.6M |
股东权益EXROUT
| Q1 26 | — | — | ||
| Q4 25 | $13.4B | $710.4M | ||
| Q3 25 | $13.6B | $542.6M | ||
| Q2 25 | $13.8B | $539.1M | ||
| Q1 25 | $13.9B | $566.9M | ||
| Q4 24 | $13.9B | $649.0M | ||
| Q3 24 | $14.0B | $618.2M | ||
| Q2 24 | $14.2B | $664.9M |
总资产EXROUT
| Q1 26 | $29.1B | — | ||
| Q4 25 | $29.3B | $5.3B | ||
| Q3 25 | $29.2B | $5.2B | ||
| Q2 25 | $29.4B | $5.1B | ||
| Q1 25 | $29.0B | $5.1B | ||
| Q4 24 | $28.8B | $5.2B | ||
| Q3 24 | $28.1B | $5.2B | ||
| Q2 24 | $27.8B | $5.3B |
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 | — | $118.1M |
| 自由现金流经营现金流 - 资本支出 | — | $93.3M |
| 自由现金流率自由现金流/营收 | — | 18.2% |
| 资本支出强度资本支出/营收 | — | 4.8% |
| 现金转化率经营现金流/净利润 | — | 1.22× |
| 过去12个月自由现金流最近4个季度 | — | $218.8M |
8季度趋势，按日历期对齐
经营现金流EXROUT
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $118.1M | ||
| Q3 25 | $457.1M | $88.8M | ||
| Q2 25 | $543.9M | $67.1M | ||
| Q1 25 | $481.4M | $33.6M | ||
| Q4 24 | $1.9B | $124.5M | ||
| Q3 24 | $468.4M | $73.1M | ||
| Q2 24 | $545.2M | $71.0M |
自由现金流EXROUT
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $93.3M | ||
| Q3 25 | $444.2M | $67.7M | ||
| Q2 25 | $382.1M | $41.4M | ||
| Q1 25 | $345.4M | $16.4M | ||
| Q4 24 | $1.6B | $106.3M | ||
| Q3 24 | $310.1M | $55.5M | ||
| Q2 24 | $517.6M | $47.1M |
自由现金流率EXROUT
| Q1 26 | — | — | ||
| Q4 25 | 186.5% | 18.2% | ||
| Q3 25 | 51.7% | 14.5% | ||
| Q2 25 | 45.4% | 9.0% | ||
| Q1 25 | 42.1% | 4.2% | ||
| Q4 24 | 198.2% | 21.6% | ||
| Q3 24 | 37.6% | 12.3% | ||
| Q2 24 | 63.8% | 9.9% |
资本支出强度EXROUT
| Q1 26 | — | — | ||
| Q4 25 | 29.3% | 4.8% | ||
| Q3 25 | 1.5% | 4.5% | ||
| Q2 25 | 19.2% | 5.6% | ||
| Q1 25 | 16.6% | 4.4% | ||
| Q4 24 | 31.4% | 3.7% | ||
| Q3 24 | 19.2% | 3.9% | ||
| Q2 24 | 3.4% | 5.0% |
现金转化率EXROUT
| Q1 26 | — | — | ||
| Q4 25 | 6.44× | 1.22× | ||
| Q3 25 | 2.75× | 1.73× | ||
| Q2 25 | 2.18× | 3.44× | ||
| Q1 25 | 1.78× | — | ||
| Q4 24 | 7.19× | 1.68× | ||
| Q3 24 | 2.42× | 2.11× | ||
| Q2 24 | 2.93× | 0.40× |
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% |
OUT
| Static Displays | $236.3M | 46% |
| Other | $134.8M | 26% |
| Digital Displays | $125.3M | 24% |
| Other Revenues | $1.9M | 0% |
