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Extra Space Storage（EXR）与Reddit, Inc.（RDDT）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Reddit, Inc.的1.2倍（$856.0M vs $725.6M），Reddit, Inc.净利率更高（34.7% vs 28.2%，领先6.5%），Reddit, Inc.同比增速更快（69.7% vs 4.4%），过去两年Reddit, Inc.的营收复合增速更高（72.8% 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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
EXR vs RDDT — 直观对比
营收规模更大
EXR
是对方的1.2倍
$725.6M
营收增速更快
RDDT
高出65.3%
4.4%
净利率更高
RDDT
高出6.5%
28.2%
两年增速更快
RDDT
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $725.6M |
| 净利润 | $241.0M | $251.6M |
| 毛利率 | — | 91.9% |
| 营业利润率 | 42.9% | 31.9% |
| 净利率 | 28.2% | 34.7% |
| 营收同比 | 4.4% | 69.7% |
| 净利润同比 | -11.0% | 254.2% |
| 每股收益（稀释后） | $1.14 | $1.24 |
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EXRRDDT
| Q1 26 | $856.0M | — | ||
| Q4 25 | $857.5M | $725.6M | ||
| Q3 25 | $858.5M | $584.9M | ||
| Q2 25 | $841.6M | $499.6M | ||
| Q1 25 | $820.0M | $392.4M | ||
| Q4 24 | $821.9M | $427.7M | ||
| Q3 24 | $824.8M | $348.4M | ||
| Q2 24 | $810.7M | $281.2M |
净利润EXRRDDT
| Q1 26 | $241.0M | — | ||
| Q4 25 | $287.4M | $251.6M | ||
| Q3 25 | $166.0M | $162.7M | ||
| Q2 25 | $249.7M | $89.3M | ||
| Q1 25 | $270.9M | $26.2M | ||
| Q4 24 | $262.5M | $71.0M | ||
| Q3 24 | $193.2M | $29.9M | ||
| Q2 24 | $185.9M | $-10.1M |
毛利率EXRRDDT
| Q1 26 | — | — | ||
| Q4 25 | 73.0% | 91.9% | ||
| Q3 25 | 72.6% | 91.0% | ||
| Q2 25 | 73.0% | 90.8% | ||
| Q1 25 | 72.7% | 90.5% | ||
| Q4 24 | 73.1% | 92.6% | ||
| Q3 24 | 74.7% | 90.1% | ||
| Q2 24 | 75.7% | 89.5% |
营业利润率EXRRDDT
| Q1 26 | 42.9% | — | ||
| Q4 25 | 43.3% | 31.9% | ||
| Q3 25 | 32.5% | 23.7% | ||
| Q2 25 | 44.4% | 13.6% | ||
| Q1 25 | 47.4% | 1.0% | ||
| Q4 24 | 46.2% | 12.4% | ||
| Q3 24 | 36.7% | 2.0% | ||
| Q2 24 | 37.6% | -11.0% |
净利率EXRRDDT
| Q1 26 | 28.2% | — | ||
| Q4 25 | 33.5% | 34.7% | ||
| Q3 25 | 19.3% | 27.8% | ||
| Q2 25 | 29.7% | 17.9% | ||
| Q1 25 | 33.0% | 6.7% | ||
| Q4 24 | 31.9% | 16.6% | ||
| Q3 24 | 23.4% | 8.6% | ||
| Q2 24 | 22.9% | -3.6% |
每股收益（稀释后）EXRRDDT
| Q1 26 | $1.14 | — | ||
| Q4 25 | $1.35 | $1.24 | ||
| Q3 25 | $0.78 | $0.80 | ||
| Q2 25 | $1.18 | $0.45 | ||
| Q1 25 | $1.28 | $0.13 | ||
| Q4 24 | $1.23 | $4.76 | ||
| Q3 24 | $0.91 | $0.16 | ||
| Q2 24 | $0.88 | $-0.06 |
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 | $953.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $2.9B |
| 总资产 | $29.1B | $3.2B |
| 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EXRRDDT
| Q1 26 | $139.0M | — | ||
| Q4 25 | $138.9M | $953.6M | ||
| Q3 25 | $111.9M | $911.7M | ||
| Q2 25 | $125.0M | $734.1M | ||
| Q1 25 | $119.6M | $635.7M | ||
| Q4 24 | $138.2M | $562.1M | ||
| Q3 24 | $88.9M | $515.9M | ||
| Q2 24 | $77.0M | $468.0M |
股东权益EXRRDDT
| Q1 26 | — | — | ||
| Q4 25 | $13.4B | $2.9B | ||
| Q3 25 | $13.6B | $2.6B | ||
| Q2 25 | $13.8B | $2.4B | ||
| Q1 25 | $13.9B | $2.2B | ||
| Q4 24 | $13.9B | $2.1B | ||
| Q3 24 | $14.0B | $2.0B | ||
| Q2 24 | $14.2B | $1.9B |
总资产EXRRDDT
| Q1 26 | $29.1B | — | ||
| Q4 25 | $29.3B | $3.2B | ||
| Q3 25 | $29.2B | $2.9B | ||
| Q2 25 | $29.4B | $2.6B | ||
| Q1 25 | $29.0B | $2.4B | ||
| Q4 24 | $28.8B | $2.3B | ||
| Q3 24 | $28.1B | $2.2B | ||
| Q2 24 | $27.8B | $2.1B |
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 | — | $266.8M |
| 自由现金流经营现金流 - 资本支出 | — | $263.6M |
| 自由现金流率自由现金流/营收 | — | 36.3% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.06× |
| 过去12个月自由现金流最近4个季度 | — | $684.2M |
8季度趋势，按日历期对齐
经营现金流EXRRDDT
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $266.8M | ||
| Q3 25 | $457.1M | $185.2M | ||
| Q2 25 | $543.9M | $111.3M | ||
| Q1 25 | $481.4M | $127.6M | ||
| Q4 24 | $1.9B | $90.0M | ||
| Q3 24 | $468.4M | $71.6M | ||
| Q2 24 | $545.2M | $28.4M |
自由现金流EXRRDDT
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $263.6M | ||
| Q3 25 | $444.2M | $183.1M | ||
| Q2 25 | $382.1M | $110.8M | ||
| Q1 25 | $345.4M | $126.6M | ||
| Q4 24 | $1.6B | $89.2M | ||
| Q3 24 | $310.1M | $70.3M | ||
| Q2 24 | $517.6M | $27.2M |
自由现金流率EXRRDDT
| Q1 26 | — | — | ||
| Q4 25 | 186.5% | 36.3% | ||
| Q3 25 | 51.7% | 31.3% | ||
| Q2 25 | 45.4% | 22.2% | ||
| Q1 25 | 42.1% | 32.3% | ||
| Q4 24 | 198.2% | 20.8% | ||
| Q3 24 | 37.6% | 20.2% | ||
| Q2 24 | 63.8% | 9.7% |
资本支出强度EXRRDDT
| Q1 26 | — | — | ||
| Q4 25 | 29.3% | 0.4% | ||
| Q3 25 | 1.5% | 0.4% | ||
| Q2 25 | 19.2% | 0.1% | ||
| Q1 25 | 16.6% | 0.2% | ||
| Q4 24 | 31.4% | 0.2% | ||
| Q3 24 | 19.2% | 0.4% | ||
| Q2 24 | 3.4% | 0.4% |
现金转化率EXRRDDT
| Q1 26 | — | — | ||
| Q4 25 | 6.44× | 1.06× | ||
| Q3 25 | 2.75× | 1.14× | ||
| Q2 25 | 2.18× | 1.25× | ||
| Q1 25 | 1.78× | 4.88× | ||
| Q4 24 | 7.19× | 1.27× | ||
| Q3 24 | 2.42× | 2.40× | ||
| Q2 24 | 2.93× | — |
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% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |
