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Extra Space Storage（EXR）与PLEXUS CORP（PLXS）财务数据对比。点击上方公司名可切换其他公司
PLEXUS CORP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 4.3%，领先23.9%），PLEXUS CORP同比增速更快（18.7% vs 4.4%），过去两年PLEXUS CORP的营收复合增速更高（7.2% 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。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
EXR vs PLXS — 直观对比
营收规模更大
PLXS
是对方的1.4倍
$856.0M
营收增速更快
PLXS
高出14.3%
4.4%
净利率更高
EXR
高出23.9%
4.3%
两年增速更快
PLXS
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $1.2B |
| 净利润 | $241.0M | $49.8M |
| 毛利率 | — | 10.2% |
| 营业利润率 | 42.9% | 5.3% |
| 净利率 | 28.2% | 4.3% |
| 营收同比 | 4.4% | 18.7% |
| 净利润同比 | -11.4% | 27.5% |
| 每股收益（稀释后） | $1.14 | $1.82 |
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EXRPLXS
| Q1 26 | $856.0M | $1.1B | ||
| Q4 25 | $857.5M | — | ||
| Q3 25 | $858.5M | — | ||
| Q2 25 | $841.6M | — | ||
| Q1 25 | $820.0M | — | ||
| Q4 24 | $821.9M | — | ||
| Q3 24 | $824.8M | — | ||
| Q2 24 | $810.7M | — |
净利润EXRPLXS
| Q1 26 | $241.0M | $41.2M | ||
| Q4 25 | $287.4M | — | ||
| Q3 25 | $166.0M | — | ||
| Q2 25 | $249.7M | — | ||
| Q1 25 | $270.9M | — | ||
| Q4 24 | $262.5M | — | ||
| Q3 24 | $193.2M | — | ||
| Q2 24 | $185.9M | — |
毛利率EXRPLXS
| Q1 26 | — | 9.9% | ||
| 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EXRPLXS
| Q1 26 | 42.9% | 5.1% | ||
| Q4 25 | 43.3% | — | ||
| Q3 25 | 32.5% | — | ||
| Q2 25 | 44.4% | — | ||
| Q1 25 | 47.4% | — | ||
| Q4 24 | 46.2% | — | ||
| Q3 24 | 36.7% | — | ||
| Q2 24 | 37.6% | — |
净利率EXRPLXS
| Q1 26 | 28.2% | 3.8% | ||
| Q4 25 | 33.5% | — | ||
| Q3 25 | 19.3% | — | ||
| Q2 25 | 29.7% | — | ||
| Q1 25 | 33.0% | — | ||
| Q4 24 | 31.9% | — | ||
| Q3 24 | 23.4% | — | ||
| Q2 24 | 22.9% | — |
每股收益（稀释后）EXRPLXS
| Q1 26 | $1.14 | $1.51 | ||
| Q4 25 | $1.35 | — | ||
| Q3 25 | $0.78 | — | ||
| Q2 25 | $1.18 | — | ||
| Q1 25 | $1.28 | — | ||
| Q4 24 | $1.23 | — | ||
| Q3 24 | $0.91 | — | ||
| Q2 24 | $0.88 | — |
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 | $303.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.5B |
| 总资产 | $29.1B | $3.4B |
| 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EXRPLXS
| Q1 26 | $139.0M | $248.8M | ||
| Q4 25 | $138.9M | — | ||
| Q3 25 | $111.9M | — | ||
| Q2 25 | $125.0M | — | ||
| Q1 25 | $119.6M | — | ||
| Q4 24 | $138.2M | — | ||
| Q3 24 | $88.9M | — | ||
| Q2 24 | $77.0M | — |
股东权益EXRPLXS
| Q1 26 | — | $1.5B | ||
| Q4 25 | $13.4B | — | ||
| Q3 25 | $13.6B | — | ||
| Q2 25 | $13.8B | — | ||
| Q1 25 | $13.9B | — | ||
| Q4 24 | $13.9B | — | ||
| Q3 24 | $14.0B | — | ||
| Q2 24 | $14.2B | — |
总资产EXRPLXS
| Q1 26 | $29.1B | $3.2B | ||
| Q4 25 | $29.3B | — | ||
| Q3 25 | $29.2B | — | ||
| Q2 25 | $29.4B | — | ||
| Q1 25 | $29.0B | — | ||
| Q4 24 | $28.8B | — | ||
| Q3 24 | $28.1B | — | ||
| Q2 24 | $27.8B | — |
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% |
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
