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Extra Space Storage（EXR）与Taylor Morrison Home Corp（TMHC）财务数据对比。点击上方公司名可切换其他公司
Taylor Morrison Home Corp的季度营收约是Extra Space Storage的1.6倍（$1.4B vs $856.0M），Extra Space Storage净利率更高（28.2% vs 7.1%，领先21.0%），Extra Space Storage同比增速更快（4.4% vs -26.8%），过去两年Extra Space Storage的营收复合增速更高（2.8% vs -16.5%）
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。
泰勒莫里森住房公司是美国规模最大的住宅建筑商之一，总部位于亚利桑那州斯科茨代尔，2007年7月由泰勒伍德罗与莫里森住房合并成立。公司业务覆盖亚利桑那、加利福尼亚、得克萨斯等十余个州，产品涵盖首次置业、中端及中高端住宅，可满足不同层级客户的住房需求。
EXR vs TMHC — 直观对比
营收规模更大
TMHC
是对方的1.6倍
$856.0M
营收增速更快
EXR
高出31.2%
-26.8%
净利率更高
EXR
高出21.0%
7.1%
两年增速更快
EXR
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $1.4B |
| 净利润 | $241.0M | $98.6M |
| 毛利率 | — | 21.0% |
| 营业利润率 | 42.9% | — |
| 净利率 | 28.2% | 7.1% |
| 营收同比 | 4.4% | -26.8% |
| 净利润同比 | -11.4% | -53.8% |
| 每股收益（稀释后） | $1.14 | $1.12 |
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EXRTMHC
| Q1 26 | $856.0M | $1.4B | ||
| Q4 25 | $857.5M | $2.1B | ||
| Q3 25 | $858.5M | $2.1B | ||
| Q2 25 | $841.6M | $2.0B | ||
| Q1 25 | $820.0M | $1.9B | ||
| Q4 24 | $821.9M | $2.4B | ||
| Q3 24 | $824.8M | $2.1B | ||
| Q2 24 | $810.7M | $2.0B |
净利润EXRTMHC
| Q1 26 | $241.0M | $98.6M | ||
| Q4 25 | $287.4M | $174.0M | ||
| Q3 25 | $166.0M | $201.4M | ||
| Q2 25 | $249.7M | $193.6M | ||
| Q1 25 | $270.9M | $213.5M | ||
| Q4 24 | $262.5M | $242.5M | ||
| Q3 24 | $193.2M | $251.1M | ||
| Q2 24 | $185.9M | $199.5M |
毛利率EXRTMHC
| Q1 26 | — | 21.0% | ||
| Q4 25 | 73.0% | 22.0% | ||
| Q3 25 | 72.6% | 22.7% | ||
| Q2 25 | 73.0% | 23.0% | ||
| Q1 25 | 72.7% | 24.4% | ||
| Q4 24 | 73.1% | 23.9% | ||
| Q3 24 | 74.7% | 25.0% | ||
| Q2 24 | 75.7% | 23.7% |
营业利润率EXRTMHC
| Q1 26 | 42.9% | — | ||
| Q4 25 | 43.3% | — | ||
| Q3 25 | 32.5% | — | ||
| Q2 25 | 44.4% | — | ||
| Q1 25 | 47.4% | — | ||
| Q4 24 | 46.2% | — | ||
| Q3 24 | 36.7% | — | ||
| Q2 24 | 37.6% | — |
净利率EXRTMHC
| Q1 26 | 28.2% | 7.1% | ||
| Q4 25 | 33.5% | 8.3% | ||
| Q3 25 | 19.3% | 9.6% | ||
| Q2 25 | 29.7% | 9.5% | ||
| Q1 25 | 33.0% | 11.3% | ||
| Q4 24 | 31.9% | 10.3% | ||
| Q3 24 | 23.4% | 11.8% | ||
| Q2 24 | 22.9% | 10.0% |
每股收益（稀释后）EXRTMHC
| Q1 26 | $1.14 | $1.12 | ||
| Q4 25 | $1.35 | $1.77 | ||
| Q3 25 | $0.78 | $2.01 | ||
| Q2 25 | $1.18 | $1.92 | ||
| Q1 25 | $1.28 | $2.07 | ||
| Q4 24 | $1.23 | $2.29 | ||
| Q3 24 | $0.91 | $2.37 | ||
| Q2 24 | $0.88 | $1.86 |
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 | $652.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $6.2B |
| 总资产 | $29.1B | $9.8B |
| 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EXRTMHC
| Q1 26 | $139.0M | $652.9M | ||
| Q4 25 | $138.9M | $850.0M | ||
| Q3 25 | $111.9M | $370.6M | ||
| Q2 25 | $125.0M | $130.2M | ||
| Q1 25 | $119.6M | $377.8M | ||
| Q4 24 | $138.2M | $487.2M | ||
| Q3 24 | $88.9M | $256.4M | ||
| Q2 24 | $77.0M | $246.8M |
总债务EXRTMHC
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.2B |
股东权益EXRTMHC
| Q1 26 | — | $6.2B | ||
| Q4 25 | $13.4B | $6.3B | ||
| Q3 25 | $13.6B | $6.2B | ||
| Q2 25 | $13.8B | $6.1B | ||
| Q1 25 | $13.9B | $6.0B | ||
| Q4 24 | $13.9B | $5.9B | ||
| Q3 24 | $14.0B | $5.7B | ||
| Q2 24 | $14.2B | $5.5B |
总资产EXRTMHC
| Q1 26 | $29.1B | $9.8B | ||
| Q4 25 | $29.3B | $9.8B | ||
| Q3 25 | $29.2B | $9.6B | ||
| Q2 25 | $29.4B | $9.5B | ||
| Q1 25 | $29.0B | $9.4B | ||
| Q4 24 | $28.8B | $9.3B | ||
| Q3 24 | $28.1B | $9.3B | ||
| Q2 24 | $27.8B | $9.1B |
负债/权益比EXRTMHC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.36× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
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% |
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
