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Extra Space Storage（EXR）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
利氏兄弟拍卖行的季度营收约是Extra Space Storage的1.4倍（$1.2B vs $856.0M），Extra Space Storage净利率更高（28.2% vs 9.1%，领先19.0%），利氏兄弟拍卖行同比增速更快（5.4% vs 4.4%），过去两年利氏兄弟拍卖行的营收复合增速更高（6.3% 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。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
EXR vs RBA — 直观对比
营收规模更大
RBA
是对方的1.4倍
$856.0M
营收增速更快
RBA
高出1.0%
4.4%
净利率更高
EXR
高出19.0%
9.1%
两年增速更快
RBA
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $1.2B |
| 净利润 | $241.0M | $109.7M |
| 毛利率 | — | — |
| 营业利润率 | 42.9% | 14.7% |
| 净利率 | 28.2% | 9.1% |
| 营收同比 | 4.4% | 5.4% |
| 净利润同比 | -11.4% | -7.4% |
| 每股收益（稀释后） | $1.14 | $0.53 |
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EXRRBA
| Q1 26 | $856.0M | — | ||
| Q4 25 | $857.5M | $1.2B | ||
| Q3 25 | $858.5M | $1.1B | ||
| Q2 25 | $841.6M | $1.2B | ||
| Q1 25 | $820.0M | $1.1B | ||
| Q4 24 | $821.9M | $1.1B | ||
| Q3 24 | $824.8M | $981.8M | ||
| Q2 24 | $810.7M | $1.1B |
净利润EXRRBA
| Q1 26 | $241.0M | — | ||
| Q4 25 | $287.4M | $109.7M | ||
| Q3 25 | $166.0M | $95.5M | ||
| Q2 25 | $249.7M | $109.8M | ||
| Q1 25 | $270.9M | $113.4M | ||
| Q4 24 | $262.5M | $118.5M | ||
| Q3 24 | $193.2M | $76.1M | ||
| Q2 24 | $185.9M | $111.1M |
毛利率EXRRBA
| 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EXRRBA
| Q1 26 | 42.9% | — | ||
| Q4 25 | 43.3% | 14.7% | ||
| Q3 25 | 32.5% | 14.5% | ||
| Q2 25 | 44.4% | 15.9% | ||
| Q1 25 | 47.4% | 17.1% | ||
| Q4 24 | 46.2% | 18.1% | ||
| Q3 24 | 36.7% | 15.6% | ||
| Q2 24 | 37.6% | 18.4% |
净利率EXRRBA
| Q1 26 | 28.2% | — | ||
| Q4 25 | 33.5% | 9.1% | ||
| Q3 25 | 19.3% | 8.7% | ||
| Q2 25 | 29.7% | 9.3% | ||
| Q1 25 | 33.0% | 10.2% | ||
| Q4 24 | 31.9% | 10.4% | ||
| Q3 24 | 23.4% | 7.8% | ||
| Q2 24 | 22.9% | 10.1% |
每股收益（稀释后）EXRRBA
| Q1 26 | $1.14 | — | ||
| Q4 25 | $1.35 | $0.53 | ||
| Q3 25 | $0.78 | $0.43 | ||
| Q2 25 | $1.18 | $0.53 | ||
| Q1 25 | $1.28 | $0.55 | ||
| Q4 24 | $1.23 | $0.58 | ||
| Q3 24 | $0.91 | $0.36 | ||
| Q2 24 | $0.88 | $0.54 |
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 | $531.5M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | — | $5.6B |
| 总资产 | $29.1B | $12.1B |
| 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EXRRBA
| Q1 26 | $139.0M | — | ||
| Q4 25 | $138.9M | $531.5M | ||
| Q3 25 | $111.9M | $674.7M | ||
| Q2 25 | $125.0M | $710.2M | ||
| Q1 25 | $119.6M | $578.1M | ||
| Q4 24 | $138.2M | $533.9M | ||
| Q3 24 | $88.9M | $650.7M | ||
| Q2 24 | $77.0M | $599.5M |
总债务EXRRBA
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.8B |
股东权益EXRRBA
| Q1 26 | — | — | ||
| Q4 25 | $13.4B | $5.6B | ||
| Q3 25 | $13.6B | $5.5B | ||
| Q2 25 | $13.8B | $5.5B | ||
| Q1 25 | $13.9B | $5.3B | ||
| Q4 24 | $13.9B | $5.2B | ||
| Q3 24 | $14.0B | $5.2B | ||
| Q2 24 | $14.2B | $5.2B |
总资产EXRRBA
| Q1 26 | $29.1B | — | ||
| Q4 25 | $29.3B | $12.1B | ||
| Q3 25 | $29.2B | $12.2B | ||
| Q2 25 | $29.4B | $12.2B | ||
| Q1 25 | $29.0B | $11.9B | ||
| Q4 24 | $28.8B | $11.8B | ||
| Q3 24 | $28.1B | $11.9B | ||
| Q2 24 | $27.8B | $12.1B |
负债/权益比EXRRBA
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.55× |
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 | — | $255.2M |
| 自由现金流经营现金流 - 资本支出 | — | $186.5M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 5.7% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | — | $719.2M |
8季度趋势，按日历期对齐
经营现金流EXRRBA
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $255.2M | ||
| Q3 25 | $457.1M | $239.7M | ||
| Q2 25 | $543.9M | $326.5M | ||
| Q1 25 | $481.4M | $156.8M | ||
| Q4 24 | $1.9B | $184.5M | ||
| Q3 24 | $468.4M | $285.4M | ||
| Q2 24 | $545.2M | $337.3M |
自由现金流EXRRBA
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $186.5M | ||
| Q3 25 | $444.2M | $188.5M | ||
| Q2 25 | $382.1M | $241.7M | ||
| Q1 25 | $345.4M | $102.5M | ||
| Q4 24 | $1.6B | $127.9M | ||
| Q3 24 | $310.1M | $248.5M | ||
| Q2 24 | $517.6M | $308.6M |
自由现金流率EXRRBA
| Q1 26 | — | — | ||
| Q4 25 | 186.5% | 15.5% | ||
| Q3 25 | 51.7% | 17.3% | ||
| Q2 25 | 45.4% | 20.4% | ||
| Q1 25 | 42.1% | 9.2% | ||
| Q4 24 | 198.2% | 11.2% | ||
| Q3 24 | 37.6% | 25.3% | ||
| Q2 24 | 63.8% | 28.2% |
资本支出强度EXRRBA
| Q1 26 | — | — | ||
| Q4 25 | 29.3% | 5.7% | ||
| Q3 25 | 1.5% | 4.7% | ||
| Q2 25 | 19.2% | 7.2% | ||
| Q1 25 | 16.6% | 4.9% | ||
| Q4 24 | 31.4% | 5.0% | ||
| Q3 24 | 19.2% | 3.8% | ||
| Q2 24 | 3.4% | 2.6% |
现金转化率EXRRBA
| Q1 26 | — | — | ||
| Q4 25 | 6.44× | 2.33× | ||
| Q3 25 | 2.75× | 2.51× | ||
| Q2 25 | 2.18× | 2.97× | ||
| Q1 25 | 1.78× | 1.38× | ||
| Q4 24 | 7.19× | 1.56× | ||
| Q3 24 | 2.42× | 3.75× | ||
| Q2 24 | 2.93× | 3.04× |
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% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
