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Extra Space Storage(EXR)与瑞思迈(RMD)财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是Extra Space Storage的1.7倍($1.4B vs $856.0M),Extra Space Storage净利率更高(28.2% vs 27.6%,领先0.6%),瑞思迈同比增速更快(11.0% vs 4.4%),过去两年瑞思迈的营收复合增速更高(7.9% 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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业,主打可接入云端的呼吸类医疗设备,用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病,新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
EXR vs RMD — 直观对比
营收规模更大
RMD
是对方的1.7倍
$856.0M
营收增速更快
RMD
高出6.6%
4.4%
净利率更高
EXR
高出0.6%
27.6%
两年增速更快
RMD
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $856.0M | $1.4B |
| 净利润 | $241.0M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 42.9% | 34.6% |
| 净利率 | 28.2% | 27.6% |
| 营收同比 | 4.4% | 11.0% |
| 净利润同比 | -11.4% | 13.9% |
| 每股收益(稀释后) | $1.14 | $2.68 |
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
EXR
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $856.0M | — | ||
| Q4 25 | $857.5M | $1.4B | ||
| Q3 25 | $858.5M | $1.3B | ||
| Q2 25 | $841.6M | $1.3B | ||
| Q1 25 | $820.0M | $1.3B | ||
| Q4 24 | $821.9M | $1.3B | ||
| Q3 24 | $824.8M | $1.2B |
净利润
EXR
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $241.0M | — | ||
| Q4 25 | $287.4M | $392.6M | ||
| Q3 25 | $166.0M | $348.5M | ||
| Q2 25 | $249.7M | $379.7M | ||
| Q1 25 | $270.9M | $365.0M | ||
| Q4 24 | $262.5M | $344.6M | ||
| Q3 24 | $193.2M | $311.4M |
毛利率
EXR
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | — | ||
| Q4 25 | 73.0% | 61.8% | ||
| Q3 25 | 72.6% | 61.5% | ||
| Q2 25 | 73.0% | 60.8% | ||
| Q1 25 | 72.7% | 59.3% | ||
| Q4 24 | 73.1% | 58.6% | ||
| Q3 24 | 74.7% | 58.6% |
营业利润率
EXR
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 42.9% | — | ||
| Q4 25 | 43.3% | 34.6% | ||
| Q3 25 | 32.5% | 33.4% | ||
| Q2 25 | 44.4% | 33.7% | ||
| Q1 25 | 47.4% | 33.0% | ||
| Q4 24 | 46.2% | 32.5% | ||
| Q3 24 | 36.7% | 31.6% |
净利率
EXR
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 28.2% | — | ||
| Q4 25 | 33.5% | 27.6% | ||
| Q3 25 | 19.3% | 26.1% | ||
| Q2 25 | 29.7% | 28.2% | ||
| Q1 25 | 33.0% | 28.3% | ||
| Q4 24 | 31.9% | 26.9% | ||
| Q3 24 | 23.4% | 25.4% |
每股收益(稀释后)
EXR
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $1.14 | — | ||
| Q4 25 | $1.35 | $2.68 | ||
| Q3 25 | $0.78 | $2.37 | ||
| Q2 25 | $1.18 | $2.58 | ||
| Q1 25 | $1.28 | $2.48 | ||
| Q4 24 | $1.23 | $2.34 | ||
| Q3 24 | $0.91 | $2.11 |
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 | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | — | $6.3B |
| 总资产 | $29.1B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
EXR
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $139.0M | — | ||
| Q4 25 | $138.9M | $1.4B | ||
| Q3 25 | $111.9M | $1.4B | ||
| Q2 25 | $125.0M | $1.2B | ||
| Q1 25 | $119.6M | $932.7M | ||
| Q4 24 | $138.2M | $521.9M | ||
| Q3 24 | $88.9M | $426.4M |
总债务
EXR
RMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M |
股东权益
EXR
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | — | ||
| Q4 25 | $13.4B | $6.3B | ||
| Q3 25 | $13.6B | $6.1B | ||
| Q2 25 | $13.8B | $6.0B | ||
| Q1 25 | $13.9B | $5.5B | ||
| Q4 24 | $13.9B | $5.3B | ||
| Q3 24 | $14.0B | $5.2B |
总资产
EXR
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $29.1B | — | ||
| Q4 25 | $29.3B | $8.5B | ||
| Q3 25 | $29.2B | $8.3B | ||
| Q2 25 | $29.4B | $8.2B | ||
| Q1 25 | $29.0B | $7.6B | ||
| Q4 24 | $28.8B | $7.1B | ||
| Q3 24 | $28.1B | $7.2B |
负债/权益比
EXR
RMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× |
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% |
RMD
暂无分部数据