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Extra Space Storage（EXR）与Rackspace Technology, Inc.（RXT）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Rackspace Technology, Inc.的1.3倍（$856.0M vs $682.8M），Extra Space Storage净利率更高（28.2% vs -4.8%，领先32.9%），Extra Space Storage同比增速更快（4.4% vs -0.4%），过去两年Extra Space Storage的营收复合增速更高（2.8% vs -0.6%）
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
EXR vs RXT — 直观对比
营收规模更大
EXR
是对方的1.3倍
$682.8M
营收增速更快
EXR
高出4.8%
-0.4%
净利率更高
EXR
高出32.9%
-4.8%
两年增速更快
EXR
近两年复合增速
-0.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $682.8M |
| 净利润 | $241.0M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | 42.9% | -0.5% |
| 净利率 | 28.2% | -4.8% |
| 营收同比 | 4.4% | -0.4% |
| 净利润同比 | -11.4% | 41.6% |
| 每股收益（稀释后） | $1.14 | $-0.13 |
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EXRRXT
| Q1 26 | $856.0M | — | ||
| Q4 25 | $857.5M | $682.8M | ||
| Q3 25 | $858.5M | $671.2M | ||
| Q2 25 | $841.6M | $666.3M | ||
| Q1 25 | $820.0M | $665.4M | ||
| Q4 24 | $821.9M | $685.6M | ||
| Q3 24 | $824.8M | $675.8M | ||
| Q2 24 | $810.7M | $684.9M |
净利润EXRRXT
| Q1 26 | $241.0M | — | ||
| Q4 25 | $287.4M | $-32.7M | ||
| Q3 25 | $166.0M | $-67.1M | ||
| Q2 25 | $249.7M | $-54.5M | ||
| Q1 25 | $270.9M | $-71.5M | ||
| Q4 24 | $262.5M | $-56.0M | ||
| Q3 24 | $193.2M | $-186.6M | ||
| Q2 24 | $185.9M | $25.0M |
毛利率EXRRXT
| Q1 26 | — | — | ||
| Q4 25 | 73.0% | 17.6% | ||
| Q3 25 | 72.6% | 19.4% | ||
| Q2 25 | 73.0% | 19.4% | ||
| Q1 25 | 72.7% | 19.1% | ||
| Q4 24 | 73.1% | 19.2% | ||
| Q3 24 | 74.7% | 20.3% | ||
| Q2 24 | 75.7% | 19.2% |
营业利润率EXRRXT
| Q1 26 | 42.9% | — | ||
| Q4 25 | 43.3% | -0.5% | ||
| Q3 25 | 32.5% | -5.1% | ||
| Q2 25 | 44.4% | -3.8% | ||
| Q1 25 | 47.4% | -5.8% | ||
| Q4 24 | 46.2% | -4.2% | ||
| Q3 24 | 36.7% | -25.7% | ||
| Q2 24 | 37.6% | -7.9% |
净利率EXRRXT
| Q1 26 | 28.2% | — | ||
| Q4 25 | 33.5% | -4.8% | ||
| Q3 25 | 19.3% | -10.0% | ||
| Q2 25 | 29.7% | -8.2% | ||
| Q1 25 | 33.0% | -10.7% | ||
| Q4 24 | 31.9% | -8.2% | ||
| Q3 24 | 23.4% | -27.6% | ||
| Q2 24 | 22.9% | 3.7% |
每股收益（稀释后）EXRRXT
| Q1 26 | $1.14 | — | ||
| Q4 25 | $1.35 | $-0.13 | ||
| Q3 25 | $0.78 | $-0.28 | ||
| Q2 25 | $1.18 | $-0.23 | ||
| Q1 25 | $1.28 | $-0.31 | ||
| Q4 24 | $1.23 | $-0.20 | ||
| Q3 24 | $0.91 | $-0.82 | ||
| Q2 24 | $0.88 | $0.11 |
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 | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | — | $-1.2B |
| 总资产 | $29.1B | $2.8B |
| 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EXRRXT
| Q1 26 | $139.0M | — | ||
| Q4 25 | $138.9M | $105.8M | ||
| Q3 25 | $111.9M | $99.5M | ||
| Q2 25 | $125.0M | $103.9M | ||
| Q1 25 | $119.6M | $128.0M | ||
| Q4 24 | $138.2M | $144.0M | ||
| Q3 24 | $88.9M | $157.1M | ||
| Q2 24 | $77.0M | $190.2M |
总债务EXRRXT
| Q1 26 | — | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B |
股东权益EXRRXT
| Q1 26 | — | — | ||
| Q4 25 | $13.4B | $-1.2B | ||
| Q3 25 | $13.6B | $-1.2B | ||
| Q2 25 | $13.8B | $-1.1B | ||
| Q1 25 | $13.9B | $-1.1B | ||
| Q4 24 | $13.9B | $-1.0B | ||
| Q3 24 | $14.0B | $-949.7M | ||
| Q2 24 | $14.2B | $-756.2M |
总资产EXRRXT
| Q1 26 | $29.1B | — | ||
| Q4 25 | $29.3B | $2.8B | ||
| Q3 25 | $29.2B | $2.8B | ||
| Q2 25 | $29.4B | $2.9B | ||
| Q1 25 | $29.0B | $3.0B | ||
| Q4 24 | $28.8B | $3.1B | ||
| Q3 24 | $28.1B | $3.1B | ||
| Q2 24 | $27.8B | $3.4B |
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 | — | $59.7M |
| 自由现金流经营现金流 - 资本支出 | — | $56.0M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $90.6M |
8季度趋势，按日历期对齐
经营现金流EXRRXT
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $59.7M | ||
| Q3 25 | $457.1M | $70.7M | ||
| Q2 25 | $543.9M | $8.4M | ||
| Q1 25 | $481.4M | $12.6M | ||
| Q4 24 | $1.9B | $54.3M | ||
| Q3 24 | $468.4M | $51.8M | ||
| Q2 24 | $545.2M | $24.1M |
自由现金流EXRRXT
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $56.0M | ||
| Q3 25 | $444.2M | $42.7M | ||
| Q2 25 | $382.1M | $-12.4M | ||
| Q1 25 | $345.4M | $4.3M | ||
| Q4 24 | $1.6B | $34.4M | ||
| Q3 24 | $310.1M | $27.3M | ||
| Q2 24 | $517.6M | $-14.5M |
自由现金流率EXRRXT
| Q1 26 | — | — | ||
| Q4 25 | 186.5% | 8.2% | ||
| Q3 25 | 51.7% | 6.4% | ||
| Q2 25 | 45.4% | -1.9% | ||
| Q1 25 | 42.1% | 0.6% | ||
| Q4 24 | 198.2% | 5.0% | ||
| Q3 24 | 37.6% | 4.0% | ||
| Q2 24 | 63.8% | -2.1% |
资本支出强度EXRRXT
| Q1 26 | — | — | ||
| Q4 25 | 29.3% | 0.5% | ||
| Q3 25 | 1.5% | 4.2% | ||
| Q2 25 | 19.2% | 3.1% | ||
| Q1 25 | 16.6% | 1.2% | ||
| Q4 24 | 31.4% | 2.9% | ||
| Q3 24 | 19.2% | 3.6% | ||
| Q2 24 | 3.4% | 5.6% |
现金转化率EXRRXT
| Q1 26 | — | — | ||
| Q4 25 | 6.44× | — | ||
| Q3 25 | 2.75× | — | ||
| Q2 25 | 2.18× | — | ||
| Q1 25 | 1.78× | — | ||
| Q4 24 | 7.19× | — | ||
| Q3 24 | 2.42× | — | ||
| Q2 24 | 2.93× | 0.96× |
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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
