vs
Extra Space Storage（EXR）与Royalty Pharma plc（RPRX）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Royalty Pharma plc的1.4倍（$856.0M vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 28.2%，领先6.3%），Royalty Pharma plc同比增速更快（4.8% vs 4.4%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% 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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
EXR vs RPRX — 直观对比
营收规模更大
EXR
是对方的1.4倍
$622.0M
营收增速更快
RPRX
高出0.4%
4.4%
净利率更高
RPRX
高出6.3%
28.2%
两年增速更快
RPRX
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $622.0M |
| 净利润 | $241.0M | $214.2M |
| 毛利率 | — | — |
| 营业利润率 | 42.9% | 62.4% |
| 净利率 | 28.2% | 34.4% |
| 营收同比 | 4.4% | 4.8% |
| 净利润同比 | -11.4% | 2.9% |
| 每股收益（稀释后） | $1.14 | $0.49 |
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EXRRPRX
| Q1 26 | $856.0M | — | ||
| Q4 25 | $857.5M | $622.0M | ||
| Q3 25 | $858.5M | $609.3M | ||
| Q2 25 | $841.6M | $578.7M | ||
| Q1 25 | $820.0M | $568.2M | ||
| Q4 24 | $821.9M | $593.6M | ||
| Q3 24 | $824.8M | $564.7M | ||
| Q2 24 | $810.7M | $537.3M |
净利润EXRRPRX
| Q1 26 | $241.0M | — | ||
| Q4 25 | $287.4M | $214.2M | ||
| Q3 25 | $166.0M | $288.2M | ||
| Q2 25 | $249.7M | $30.2M | ||
| Q1 25 | $270.9M | $238.3M | ||
| Q4 24 | $262.5M | $208.2M | ||
| Q3 24 | $193.2M | $544.0M | ||
| Q2 24 | $185.9M | $102.0M |
毛利率EXRRPRX
| 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EXRRPRX
| Q1 26 | 42.9% | — | ||
| Q4 25 | 43.3% | 62.4% | ||
| Q3 25 | 32.5% | 70.1% | ||
| Q2 25 | 44.4% | 36.3% | ||
| Q1 25 | 47.4% | 94.0% | ||
| Q4 24 | 46.2% | 60.9% | ||
| Q3 24 | 36.7% | — | ||
| Q2 24 | 37.6% | 50.2% |
净利率EXRRPRX
| Q1 26 | 28.2% | — | ||
| Q4 25 | 33.5% | 34.4% | ||
| Q3 25 | 19.3% | 47.3% | ||
| Q2 25 | 29.7% | 5.2% | ||
| Q1 25 | 33.0% | 41.9% | ||
| Q4 24 | 31.9% | 35.1% | ||
| Q3 24 | 23.4% | 96.3% | ||
| Q2 24 | 22.9% | 19.0% |
每股收益（稀释后）EXRRPRX
| Q1 26 | $1.14 | — | ||
| Q4 25 | $1.35 | $0.49 | ||
| Q3 25 | $0.78 | $0.67 | ||
| Q2 25 | $1.18 | $0.07 | ||
| Q1 25 | $1.28 | $0.55 | ||
| Q4 24 | $1.23 | $0.46 | ||
| Q3 24 | $0.91 | $1.21 | ||
| Q2 24 | $0.88 | $0.23 |
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 | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | — | $9.7B |
| 总资产 | $29.1B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资EXRRPRX
| Q1 26 | $139.0M | — | ||
| Q4 25 | $138.9M | $618.7M | ||
| Q3 25 | $111.9M | $938.9M | ||
| Q2 25 | $125.0M | $631.9M | ||
| Q1 25 | $119.6M | $1.1B | ||
| Q4 24 | $138.2M | $929.0M | ||
| Q3 24 | $88.9M | $950.1M | ||
| Q2 24 | $77.0M | $1.8B |
总债务EXRRPRX
| Q1 26 | — | — | ||
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B |
股东权益EXRRPRX
| Q1 26 | — | — | ||
| Q4 25 | $13.4B | $9.7B | ||
| Q3 25 | $13.6B | $9.6B | ||
| Q2 25 | $13.8B | $9.5B | ||
| Q1 25 | $13.9B | $9.8B | ||
| Q4 24 | $13.9B | $10.3B | ||
| Q3 24 | $14.0B | $10.3B | ||
| Q2 24 | $14.2B | $9.8B |
总资产EXRRPRX
| Q1 26 | $29.1B | — | ||
| Q4 25 | $29.3B | $19.6B | ||
| Q3 25 | $29.2B | $19.3B | ||
| Q2 25 | $29.4B | $18.3B | ||
| Q1 25 | $29.0B | $17.6B | ||
| Q4 24 | $28.8B | $18.2B | ||
| Q3 24 | $28.1B | $18.0B | ||
| Q2 24 | $27.8B | $17.7B |
负债/权益比EXRRPRX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× |
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 | — | $827.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 3.86× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流EXRRPRX
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $827.1M | ||
| Q3 25 | $457.1M | $702.6M | ||
| Q2 25 | $543.9M | $364.0M | ||
| Q1 25 | $481.4M | $596.1M | ||
| Q4 24 | $1.9B | $742.5M | ||
| Q3 24 | $468.4M | $703.6M | ||
| Q2 24 | $545.2M | $658.2M |
自由现金流EXRRPRX
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $444.2M | — | ||
| Q2 25 | $382.1M | — | ||
| Q1 25 | $345.4M | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $310.1M | — | ||
| Q2 24 | $517.6M | — |
自由现金流率EXRRPRX
| Q1 26 | — | — | ||
| Q4 25 | 186.5% | — | ||
| Q3 25 | 51.7% | — | ||
| Q2 25 | 45.4% | — | ||
| Q1 25 | 42.1% | — | ||
| Q4 24 | 198.2% | — | ||
| Q3 24 | 37.6% | — | ||
| Q2 24 | 63.8% | — |
资本支出强度EXRRPRX
| Q1 26 | — | — | ||
| Q4 25 | 29.3% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 19.2% | — | ||
| Q1 25 | 16.6% | — | ||
| Q4 24 | 31.4% | — | ||
| Q3 24 | 19.2% | — | ||
| Q2 24 | 3.4% | — |
现金转化率EXRRPRX
| Q1 26 | — | — | ||
| Q4 25 | 6.44× | 3.86× | ||
| Q3 25 | 2.75× | 2.44× | ||
| Q2 25 | 2.18× | 12.06× | ||
| Q1 25 | 1.78× | 2.50× | ||
| Q4 24 | 7.19× | 3.57× | ||
| Q3 24 | 2.42× | 1.29× | ||
| Q2 24 | 2.93× | 6.45× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
