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IMAX（IMAX）与National Storage Affiliates Trust（NSA）财务数据对比。点击上方公司名可切换其他公司
National Storage Affiliates Trust的季度营收约是IMAX的1.5倍（$187.0M vs $125.2M），National Storage Affiliates Trust净利率更高（12.2% vs 0.5%，领先11.7%），IMAX同比增速更快（35.1% vs -1.6%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $28.0M），过去两年IMAX的营收复合增速更高（25.8% vs -2.4%）
IMAX公司是加拿大的影视放映技术企业，1967年创立于蒙特利尔，总部位于多伦多地区，在纽约、洛杉矶均设有业务点。核心业务包括IMAX摄影机与放映系统的设计制造，同时面向全球合作影院提供影片开发、制作、后期及发行服务，是沉浸式观影技术领域的领先企业。
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
IMAX vs NSA — 直观对比
营收规模更大
NSA
是对方的1.5倍
$125.2M
营收增速更快
IMAX
高出36.7%
-1.6%
净利率更高
NSA
高出11.7%
0.5%
自由现金流更多
NSA
多$271.9M
$28.0M
两年增速更快
IMAX
近两年复合增速
-2.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $125.2M | $187.0M |
| 净利润 | $637.0K | $22.9M |
| 毛利率 | 57.6% | 72.5% |
| 营业利润率 | 19.3% | 20.2% |
| 净利率 | 0.5% | 12.2% |
| 营收同比 | 35.1% | -1.6% |
| 净利润同比 | -88.0% | 36.8% |
| 每股收益（稀释后） | $0.02 | $0.23 |
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IMAXNSA
| Q4 25 | $125.2M | $187.0M | ||
| Q3 25 | $106.7M | $188.7M | ||
| Q2 25 | $91.7M | $188.8M | ||
| Q1 25 | $86.7M | $188.4M | ||
| Q4 24 | $92.7M | $190.1M | ||
| Q3 24 | $91.5M | $193.6M | ||
| Q2 24 | $89.0M | $190.4M | ||
| Q1 24 | $79.1M | $196.1M |
净利润IMAXNSA
| Q4 25 | $637.0K | $22.9M | ||
| Q3 25 | $20.7M | $18.4M | ||
| Q2 25 | $11.3M | $19.5M | ||
| Q1 25 | $2.3M | $13.0M | ||
| Q4 24 | $5.3M | $16.7M | ||
| Q3 24 | $13.9M | $18.7M | ||
| Q2 24 | $3.6M | $17.1M | ||
| Q1 24 | $3.3M | $59.0M |
毛利率IMAXNSA
| Q4 25 | 57.6% | 72.5% | ||
| Q3 25 | 63.1% | 70.7% | ||
| Q2 25 | 58.5% | 70.5% | ||
| Q1 25 | 61.4% | 70.7% | ||
| Q4 24 | 52.2% | 72.5% | ||
| Q3 24 | 55.8% | 72.8% | ||
| Q2 24 | 49.4% | 72.6% | ||
| Q1 24 | 59.3% | 72.1% |
营业利润率IMAXNSA
| Q4 25 | 19.3% | 20.2% | ||
| Q3 25 | 27.2% | 15.8% | ||
| Q2 25 | 15.6% | 16.5% | ||
| Q1 25 | 19.3% | 11.0% | ||
| Q4 24 | 10.3% | 14.5% | ||
| Q3 24 | 21.2% | 15.8% | ||
| Q2 24 | 3.2% | 17.2% | ||
| Q1 24 | 15.3% | 48.9% |
净利率IMAXNSA
| Q4 25 | 0.5% | 12.2% | ||
| Q3 25 | 19.4% | 9.8% | ||
| Q2 25 | 12.3% | 10.3% | ||
| Q1 25 | 2.7% | 6.9% | ||
| Q4 24 | 5.7% | 8.8% | ||
| Q3 24 | 15.2% | 9.7% | ||
| Q2 24 | 4.0% | 9.0% | ||
| Q1 24 | 4.1% | 30.1% |
每股收益（稀释后）IMAXNSA
| Q4 25 | $0.02 | $0.23 | ||
| Q3 25 | $0.37 | $0.17 | ||
| Q2 25 | $0.20 | $0.19 | ||
| Q1 25 | $0.04 | $0.10 | ||
| Q4 24 | $0.09 | $0.19 | ||
| Q3 24 | $0.26 | $0.18 | ||
| Q2 24 | $0.07 | $0.16 | ||
| Q1 24 | $0.06 | $0.65 |
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 | $151.2M | $23.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $337.9M | $946.0M |
| 总资产 | $894.0M | $5.1B |
| 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IMAXNSA
| Q4 25 | $151.2M | $23.3M | ||
| Q3 25 | $143.1M | $26.3M | ||
| Q2 25 | $109.3M | $26.1M | ||
| Q1 25 | $97.1M | $19.3M | ||
| Q4 24 | $100.6M | $50.4M | ||
| Q3 24 | $104.5M | $69.9M | ||
| Q2 24 | $91.6M | $59.0M | ||
| Q1 24 | $81.0M | $64.2M |
股东权益IMAXNSA
| Q4 25 | $337.9M | $946.0M | ||
| Q3 25 | $349.5M | $973.1M | ||
| Q2 25 | $320.4M | $1.0B | ||
| Q1 25 | $299.5M | $1.0B | ||
| Q4 24 | $299.5M | $1.1B | ||
| Q3 24 | $289.4M | $986.9M | ||
| Q2 24 | $267.2M | $1.2B | ||
| Q1 24 | $258.8M | $1.3B |
总资产IMAXNSA
| Q4 25 | $894.0M | $5.1B | ||
| Q3 25 | $889.6M | $5.1B | ||
| Q2 25 | $868.6M | $5.2B | ||
| Q1 25 | $848.3M | $5.3B | ||
| Q4 24 | $830.4M | $5.4B | ||
| Q3 24 | $847.6M | $5.4B | ||
| Q2 24 | $827.4M | $5.3B | ||
| Q1 24 | $824.1M | $5.4B |
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 | $29.4M | $338.5M |
| 自由现金流经营现金流 - 资本支出 | $28.0M | $299.8M |
| 自由现金流率自由现金流/营收 | 22.3% | 160.3% |
| 资本支出强度资本支出/营收 | 1.1% | 20.7% |
| 现金转化率经营现金流/净利润 | 46.11× | 14.79× |
| 过去12个月自由现金流最近4个季度 | $118.9M | $541.5M |
8季度趋势，按日历期对齐
经营现金流IMAXNSA
| Q4 25 | $29.4M | $338.5M | ||
| Q3 25 | $67.5M | $100.2M | ||
| Q2 25 | $23.2M | $79.9M | ||
| Q1 25 | $7.0M | $85.6M | ||
| Q4 24 | $11.5M | $363.1M | ||
| Q3 24 | $35.3M | $105.7M | ||
| Q2 24 | $35.0M | $83.2M | ||
| Q1 24 | $-11.0M | $94.0M |
自由现金流IMAXNSA
| Q4 25 | $28.0M | $299.8M | ||
| Q3 25 | $64.8M | $88.0M | ||
| Q2 25 | $20.9M | $73.8M | ||
| Q1 25 | $5.3M | $79.9M | ||
| Q4 24 | $6.9M | $344.4M | ||
| Q3 24 | $34.2M | $101.8M | ||
| Q2 24 | $33.5M | $79.5M | ||
| Q1 24 | $-12.1M | $88.6M |
自由现金流率IMAXNSA
| Q4 25 | 22.3% | 160.3% | ||
| Q3 25 | 60.7% | 46.6% | ||
| Q2 25 | 22.8% | 39.1% | ||
| Q1 25 | 6.1% | 42.4% | ||
| Q4 24 | 7.4% | 181.2% | ||
| Q3 24 | 37.3% | 52.6% | ||
| Q2 24 | 37.6% | 41.7% | ||
| Q1 24 | -15.3% | 45.2% |
资本支出强度IMAXNSA
| Q4 25 | 1.1% | 20.7% | ||
| Q3 25 | 2.6% | 6.5% | ||
| Q2 25 | 2.6% | 3.2% | ||
| Q1 25 | 1.9% | 3.0% | ||
| Q4 24 | 5.0% | 9.8% | ||
| Q3 24 | 1.2% | 2.0% | ||
| Q2 24 | 1.8% | 1.9% | ||
| Q1 24 | 1.4% | 2.7% |
现金转化率IMAXNSA
| Q4 25 | 46.11× | 14.79× | ||
| Q3 25 | 3.27× | 5.44× | ||
| Q2 25 | 2.06× | 4.10× | ||
| Q1 25 | 2.99× | 6.59× | ||
| Q4 24 | 2.16× | 21.70× | ||
| Q3 24 | 2.54× | 5.65× | ||
| Q2 24 | 9.78× | 4.88× | ||
| Q1 24 | -3.35× | 1.59× |
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
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |
NSA
暂无分部数据
