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Extra Space Storage（EXR）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.0倍（$856.0M vs $828.2M），Extra Space Storage净利率更高（28.2% vs 13.2%，领先14.9%），Rithm Capital Corp.同比增速更快（508.5% vs 4.4%），过去两年Extra Space Storage的营收复合增速更高（2.8% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
EXR vs RITM — 直观对比
营收规模更大
EXR
是对方的1.0倍
$828.2M
营收增速更快
RITM
高出504.1%
4.4%
净利率更高
EXR
高出14.9%
13.2%
两年增速更快
EXR
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $828.2M |
| 净利润 | $241.0M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 42.9% | 29.9% |
| 净利率 | 28.2% | 13.2% |
| 营收同比 | 4.4% | 508.5% |
| 净利润同比 | -11.4% | 27.7% |
| 每股收益（稀释后） | $1.14 | $0.12 |
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EXRRITM
| Q1 26 | $856.0M | $828.2M | ||
| Q4 25 | $857.5M | $1.5B | ||
| Q3 25 | $858.5M | $1.1B | ||
| Q2 25 | $841.6M | $1.2B | ||
| Q1 25 | $820.0M | $768.4M | ||
| Q4 24 | $821.9M | $2.1B | ||
| Q3 24 | $824.8M | $619.5M | ||
| Q2 24 | $810.7M | $1.2B |
净利润EXRRITM
| Q1 26 | $241.0M | $109.5M | ||
| Q4 25 | $287.4M | $85.0M | ||
| Q3 25 | $166.0M | $221.5M | ||
| Q2 25 | $249.7M | $311.7M | ||
| Q1 25 | $270.9M | $78.8M | ||
| Q4 24 | $262.5M | $290.2M | ||
| Q3 24 | $193.2M | $121.7M | ||
| Q2 24 | $185.9M | $235.6M |
毛利率EXRRITM
| 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EXRRITM
| Q1 26 | 42.9% | 29.9% | ||
| Q4 25 | 43.3% | 13.8% | ||
| Q3 25 | 32.5% | 21.4% | ||
| Q2 25 | 44.4% | 25.2% | ||
| Q1 25 | 47.4% | 7.4% | ||
| Q4 24 | 46.2% | 23.8% | ||
| Q3 24 | 36.7% | 7.3% | ||
| Q2 24 | 37.6% | 23.6% |
净利率EXRRITM
| Q1 26 | 28.2% | 13.2% | ||
| Q4 25 | 33.5% | 5.7% | ||
| Q3 25 | 19.3% | 20.0% | ||
| Q2 25 | 29.7% | 25.6% | ||
| Q1 25 | 33.0% | 10.3% | ||
| Q4 24 | 31.9% | 14.0% | ||
| Q3 24 | 23.4% | 19.7% | ||
| Q2 24 | 22.9% | 19.2% |
每股收益（稀释后）EXRRITM
| Q1 26 | $1.14 | $0.12 | ||
| Q4 25 | $1.35 | $0.09 | ||
| Q3 25 | $0.78 | $0.35 | ||
| Q2 25 | $1.18 | $0.53 | ||
| Q1 25 | $1.28 | $0.07 | ||
| Q4 24 | $1.23 | $0.50 | ||
| Q3 24 | $0.91 | $0.20 | ||
| Q2 24 | $0.88 | $0.43 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $9.1B |
| 总资产 | $29.1B | $53.4B |
| 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EXRRITM
| Q1 26 | $139.0M | — | ||
| Q4 25 | $138.9M | $1.8B | ||
| Q3 25 | $111.9M | $1.6B | ||
| Q2 25 | $125.0M | $1.6B | ||
| Q1 25 | $119.6M | $1.5B | ||
| Q4 24 | $138.2M | $1.5B | ||
| Q3 24 | $88.9M | $1.6B | ||
| Q2 24 | $77.0M | $1.2B |
总债务EXRRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益EXRRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $13.4B | $8.4B | ||
| Q3 25 | $13.6B | $8.5B | ||
| Q2 25 | $13.8B | $7.9B | ||
| Q1 25 | $13.9B | $7.8B | ||
| Q4 24 | $13.9B | $7.8B | ||
| Q3 24 | $14.0B | $7.7B | ||
| Q2 24 | $14.2B | $7.3B |
总资产EXRRITM
| Q1 26 | $29.1B | $53.4B | ||
| Q4 25 | $29.3B | $53.1B | ||
| Q3 25 | $29.2B | $47.2B | ||
| Q2 25 | $29.4B | $44.3B | ||
| Q1 25 | $29.0B | $45.3B | ||
| Q4 24 | $28.8B | $46.0B | ||
| Q3 24 | $28.1B | $42.3B | ||
| Q2 24 | $27.8B | $42.0B |
负债/权益比EXRRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
