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Extra Space Storage（EXR）与BOSTON BEER CO INC（SAM）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BOSTON BEER CO INC的1.9倍（$856.0M vs $461.6M），Extra Space Storage同比增速更快（4.4% vs -4.1%），过去两年Extra Space Storage的营收复合增速更高（2.8% vs -10.7%）
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。
波士顿啤酒公司是美国知名酿酒企业，1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名，后续陆续推出多个自有品牌，2019年正式完成与角鲨头酿酒厂的合并，是北美精酿啤酒行业的核心参与者之一。
EXR vs SAM — 直观对比
营收规模更大
EXR
是对方的1.9倍
$461.6M
营收增速更快
EXR
高出8.5%
-4.1%
两年增速更快
EXR
近两年复合增速
-10.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $461.6M |
| 净利润 | $241.0M | — |
| 毛利率 | — | 46.4% |
| 营业利润率 | 42.9% | 12.4% |
| 净利率 | 28.2% | — |
| 营收同比 | 4.4% | -4.1% |
| 净利润同比 | -11.4% | — |
| 每股收益（稀释后） | $1.14 | $2.16 |
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EXRSAM
| Q1 26 | $856.0M | $461.6M | ||
| Q4 25 | $857.5M | $385.7M | ||
| Q3 25 | $858.5M | $537.5M | ||
| Q2 25 | $841.6M | $587.9M | ||
| Q1 25 | $820.0M | $453.9M | ||
| Q4 24 | $821.9M | $402.3M | ||
| Q3 24 | $824.8M | $605.5M | ||
| Q2 24 | $810.7M | $579.1M |
净利润EXRSAM
| Q1 26 | $241.0M | — | ||
| Q4 25 | $287.4M | $-22.5M | ||
| Q3 25 | $166.0M | $46.2M | ||
| Q2 25 | $249.7M | $60.4M | ||
| Q1 25 | $270.9M | $24.4M | ||
| Q4 24 | $262.5M | $-38.8M | ||
| Q3 24 | $193.2M | $33.5M | ||
| Q2 24 | $185.9M | $52.3M |
毛利率EXRSAM
| Q1 26 | — | 46.4% | ||
| Q4 25 | 73.0% | 43.5% | ||
| Q3 25 | 72.6% | 50.8% | ||
| Q2 25 | 73.0% | 49.8% | ||
| Q1 25 | 72.7% | 48.3% | ||
| Q4 24 | 73.1% | 39.9% | ||
| Q3 24 | 74.7% | 46.3% | ||
| Q2 24 | 75.7% | 46.0% |
营业利润率EXRSAM
| Q1 26 | 42.9% | 12.4% | ||
| Q4 25 | 43.3% | -8.6% | ||
| Q3 25 | 32.5% | 11.5% | ||
| Q2 25 | 44.4% | 14.0% | ||
| Q1 25 | 47.4% | 7.4% | ||
| Q4 24 | 46.2% | -13.9% | ||
| Q3 24 | 36.7% | 7.6% | ||
| Q2 24 | 37.6% | 12.2% |
净利率EXRSAM
| Q1 26 | 28.2% | — | ||
| Q4 25 | 33.5% | -5.8% | ||
| Q3 25 | 19.3% | 8.6% | ||
| Q2 25 | 29.7% | 10.3% | ||
| Q1 25 | 33.0% | 5.4% | ||
| Q4 24 | 31.9% | -9.6% | ||
| Q3 24 | 23.4% | 5.5% | ||
| Q2 24 | 22.9% | 9.0% |
每股收益（稀释后）EXRSAM
| Q1 26 | $1.14 | $2.16 | ||
| Q4 25 | $1.35 | $-1.97 | ||
| Q3 25 | $0.78 | $4.25 | ||
| Q2 25 | $1.18 | $5.45 | ||
| Q1 25 | $1.28 | $2.16 | ||
| Q4 24 | $1.23 | $-3.23 | ||
| Q3 24 | $0.91 | $2.86 | ||
| Q2 24 | $0.88 | $4.39 |
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 | $164.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $682.6M |
| 总资产 | $29.1B | $1.2B |
| 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EXRSAM
| Q1 26 | $139.0M | $164.1M | ||
| Q4 25 | $138.9M | $223.4M | ||
| Q3 25 | $111.9M | $250.5M | ||
| Q2 25 | $125.0M | $212.4M | ||
| Q1 25 | $119.6M | $152.5M | ||
| Q4 24 | $138.2M | $211.8M | ||
| Q3 24 | $88.9M | $255.6M | ||
| Q2 24 | $77.0M | $219.3M |
股东权益EXRSAM
| Q1 26 | — | $682.6M | ||
| Q4 25 | $13.4B | $846.3M | ||
| Q3 25 | $13.6B | $911.0M | ||
| Q2 25 | $13.8B | $912.3M | ||
| Q1 25 | $13.9B | $897.0M | ||
| Q4 24 | $13.9B | $916.2M | ||
| Q3 24 | $14.0B | $1.0B | ||
| Q2 24 | $14.2B | $1.0B |
总资产EXRSAM
| Q1 26 | $29.1B | $1.2B | ||
| Q4 25 | $29.3B | $1.2B | ||
| Q3 25 | $29.2B | $1.2B | ||
| Q2 25 | $29.4B | $1.3B | ||
| Q1 25 | $29.0B | $1.2B | ||
| Q4 24 | $28.8B | $1.3B | ||
| Q3 24 | $28.1B | $1.4B | ||
| Q2 24 | $27.8B | $1.4B |
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% |
SAM
暂无分部数据
