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Extra Space Storage（EXR）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是Extra Space Storage的1.1倍（$934.8M vs $856.0M），Extra Space Storage净利率更高（28.2% vs 9.3%，领先18.8%），Extra Space Storage同比增速更快（4.4% vs 2.6%），过去两年Extra Space Storage的营收复合增速更高（2.8% vs -5.0%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
EXR vs ST — 直观对比
营收规模更大
ST
是对方的1.1倍
$856.0M
营收增速更快
EXR
高出1.8%
2.6%
净利率更高
EXR
高出18.8%
9.3%
两年增速更快
EXR
近两年复合增速
-5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $934.8M |
| 净利润 | $241.0M | $87.1M |
| 毛利率 | — | 30.6% |
| 营业利润率 | 42.9% | 15.1% |
| 净利率 | 28.2% | 9.3% |
| 营收同比 | 4.4% | 2.6% |
| 净利润同比 | -11.4% | 24.6% |
| 每股收益（稀释后） | $1.14 | $0.59 |
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EXRST
| Q1 26 | $856.0M | $934.8M | ||
| Q4 25 | $857.5M | $917.9M | ||
| Q3 25 | $858.5M | $932.0M | ||
| Q2 25 | $841.6M | $943.4M | ||
| Q1 25 | $820.0M | $911.3M | ||
| Q4 24 | $821.9M | $907.7M | ||
| Q3 24 | $824.8M | $982.8M | ||
| Q2 24 | $810.7M | $1.0B |
净利润EXRST
| Q1 26 | $241.0M | $87.1M | ||
| Q4 25 | $287.4M | $63.2M | ||
| Q3 25 | $166.0M | $-162.5M | ||
| Q2 25 | $249.7M | $60.7M | ||
| Q1 25 | $270.9M | $69.9M | ||
| Q4 24 | $262.5M | $5.8M | ||
| Q3 24 | $193.2M | $-25.0M | ||
| Q2 24 | $185.9M | $71.7M |
毛利率EXRST
| Q1 26 | — | 30.6% | ||
| Q4 25 | 73.0% | 29.0% | ||
| Q3 25 | 72.6% | 27.8% | ||
| Q2 25 | 73.0% | 30.3% | ||
| Q1 25 | 72.7% | 29.9% | ||
| Q4 24 | 73.1% | 27.1% | ||
| Q3 24 | 74.7% | 28.6% | ||
| Q2 24 | 75.7% | 30.0% |
营业利润率EXRST
| Q1 26 | 42.9% | 15.1% | ||
| Q4 25 | 43.3% | 10.9% | ||
| Q3 25 | 32.5% | -13.2% | ||
| Q2 25 | 44.4% | 14.6% | ||
| Q1 25 | 47.4% | 13.4% | ||
| Q4 24 | 46.2% | 8.1% | ||
| Q3 24 | 36.7% | -20.3% | ||
| Q2 24 | 37.6% | 12.5% |
净利率EXRST
| Q1 26 | 28.2% | 9.3% | ||
| Q4 25 | 33.5% | 6.9% | ||
| Q3 25 | 19.3% | -17.4% | ||
| Q2 25 | 29.7% | 6.4% | ||
| Q1 25 | 33.0% | 7.7% | ||
| Q4 24 | 31.9% | 0.6% | ||
| Q3 24 | 23.4% | -2.5% | ||
| Q2 24 | 22.9% | 6.9% |
每股收益（稀释后）EXRST
| Q1 26 | $1.14 | $0.59 | ||
| Q4 25 | $1.35 | $0.45 | ||
| Q3 25 | $0.78 | $-1.12 | ||
| Q2 25 | $1.18 | $0.41 | ||
| Q1 25 | $1.28 | $0.47 | ||
| Q4 24 | $1.23 | $0.05 | ||
| Q3 24 | $0.91 | $-0.17 | ||
| Q2 24 | $0.88 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $2.9B |
| 总资产 | $29.1B | $6.8B |
| 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EXRST
| Q1 26 | $139.0M | $635.1M | ||
| Q4 25 | $138.9M | $573.0M | ||
| Q3 25 | $111.9M | $791.3M | ||
| Q2 25 | $125.0M | $661.8M | ||
| Q1 25 | $119.6M | $588.1M | ||
| Q4 24 | $138.2M | $593.7M | ||
| Q3 24 | $88.9M | $506.2M | ||
| Q2 24 | $77.0M | $1.0B |
总债务EXRST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益EXRST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $13.4B | $2.8B | ||
| Q3 25 | $13.6B | $2.7B | ||
| Q2 25 | $13.8B | $2.9B | ||
| Q1 25 | $13.9B | $2.8B | ||
| Q4 24 | $13.9B | $2.9B | ||
| Q3 24 | $14.0B | $3.0B | ||
| Q2 24 | $14.2B | $3.0B |
总资产EXRST
| Q1 26 | $29.1B | $6.8B | ||
| Q4 25 | $29.3B | $6.8B | ||
| Q3 25 | $29.2B | $7.1B | ||
| Q2 25 | $29.4B | $7.3B | ||
| Q1 25 | $29.0B | $7.2B | ||
| Q4 24 | $28.8B | $7.1B | ||
| Q3 24 | $28.1B | $7.3B | ||
| Q2 24 | $27.8B | $8.2B |
负债/权益比EXRST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $122.5M |
| 自由现金流经营现金流 - 资本支出 | — | $104.6M |
| 自由现金流率自由现金流/营收 | — | 11.2% |
| 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 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $508.3M |
8季度趋势，按日历期对齐
经营现金流EXRST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $1.9B | $201.5M | ||
| Q3 25 | $457.1M | $159.9M | ||
| Q2 25 | $543.9M | $140.9M | ||
| Q1 25 | $481.4M | $119.2M | ||
| Q4 24 | $1.9B | $170.7M | ||
| Q3 24 | $468.4M | $130.9M | ||
| Q2 24 | $545.2M | $143.5M |
自由现金流EXRST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $1.6B | $151.9M | ||
| Q3 25 | $444.2M | $136.2M | ||
| Q2 25 | $382.1M | $115.5M | ||
| Q1 25 | $345.4M | $86.6M | ||
| Q4 24 | $1.6B | $138.9M | ||
| Q3 24 | $310.1M | $91.3M | ||
| Q2 24 | $517.6M | $98.4M |
自由现金流率EXRST
| Q1 26 | — | 11.2% | ||
| Q4 25 | 186.5% | 16.6% | ||
| Q3 25 | 51.7% | 14.6% | ||
| Q2 25 | 45.4% | 12.2% | ||
| Q1 25 | 42.1% | 9.5% | ||
| Q4 24 | 198.2% | 15.3% | ||
| Q3 24 | 37.6% | 9.3% | ||
| Q2 24 | 63.8% | 9.5% |
资本支出强度EXRST
| Q1 26 | — | — | ||
| Q4 25 | 29.3% | 5.4% | ||
| Q3 25 | 1.5% | 2.5% | ||
| Q2 25 | 19.2% | 2.7% | ||
| Q1 25 | 16.6% | 3.6% | ||
| Q4 24 | 31.4% | 3.5% | ||
| Q3 24 | 19.2% | 4.0% | ||
| Q2 24 | 3.4% | 4.4% |
现金转化率EXRST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 6.44× | 3.19× | ||
| Q3 25 | 2.75× | — | ||
| Q2 25 | 2.18× | 2.32× | ||
| Q1 25 | 1.78× | 1.70× | ||
| Q4 24 | 7.19× | 29.50× | ||
| Q3 24 | 2.42× | — | ||
| Q2 24 | 2.93× | 2.00× |
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% |
ST
暂无分部数据
