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Mid-America Apartment Communities(MAA)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
Rackspace Technology, Inc.的季度营收约是Mid-America Apartment Communities的1.2倍($682.8M vs $555.6M),Mid-America Apartment Communities净利率更高(10.4% vs -4.8%,领先15.2%),Mid-America Apartment Communities同比增速更快(1.0% vs -0.4%),Mid-America Apartment Communities自由现金流更多($158.6M vs $56.0M),过去两年Mid-America Apartment Communities的营收复合增速更高(1.1% vs -0.6%)
Mid-America Apartment Communities(股票代码:MAA)是一家公开上市的房地产投资信托基金,总部位于美国田纳西州孟菲斯市,核心业务为投资美国东南部及西南部地区的公寓物业,深耕美国高增长区域住宅不动产赛道,为股东创造稳定的长期投资回报。
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。
MAA vs RXT — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $555.6M | $682.8M |
| 净利润 | $57.6M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | 10.4% | -0.5% |
| 净利率 | 10.4% | -4.8% |
| 营收同比 | 1.0% | -0.4% |
| 净利润同比 | -65.5% | 41.6% |
| 每股收益(稀释后) | $0.48 | $-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
| Q4 25 | $555.6M | $682.8M | ||
| Q3 25 | $554.4M | $671.2M | ||
| Q2 25 | $549.9M | $666.3M | ||
| Q1 25 | $549.3M | $665.4M | ||
| Q4 24 | $549.8M | $685.6M | ||
| Q3 24 | $551.1M | $675.8M | ||
| Q2 24 | $546.4M | $684.9M | ||
| Q1 24 | $543.6M | $690.8M |
| Q4 25 | $57.6M | $-32.7M | ||
| Q3 25 | $99.5M | $-67.1M | ||
| Q2 25 | $108.1M | $-54.5M | ||
| Q1 25 | $181.7M | $-71.5M | ||
| Q4 24 | $166.6M | $-56.0M | ||
| Q3 24 | $115.2M | $-186.6M | ||
| Q2 24 | $102.0M | $25.0M | ||
| Q1 24 | $143.7M | $-640.6M |
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 19.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 19.2% | ||
| Q1 24 | — | 19.2% |
| Q4 25 | 10.4% | -0.5% | ||
| Q3 25 | 18.7% | -5.1% | ||
| Q2 25 | 20.2% | -3.8% | ||
| Q1 25 | 34.0% | -5.8% | ||
| Q4 24 | 31.3% | -4.2% | ||
| Q3 24 | 21.5% | -25.7% | ||
| Q2 24 | 19.3% | -7.9% | ||
| Q1 24 | 27.4% | -94.5% |
| Q4 25 | 10.4% | -4.8% | ||
| Q3 25 | 18.0% | -10.0% | ||
| Q2 25 | 19.7% | -8.2% | ||
| Q1 25 | 33.1% | -10.7% | ||
| Q4 24 | 30.3% | -8.2% | ||
| Q3 24 | 20.9% | -27.6% | ||
| Q2 24 | 18.7% | 3.7% | ||
| Q1 24 | 26.4% | -92.7% |
| Q4 25 | $0.48 | $-0.13 | ||
| Q3 25 | $0.84 | $-0.28 | ||
| Q2 25 | $0.92 | $-0.23 | ||
| Q1 25 | $1.54 | $-0.31 | ||
| Q4 24 | $1.43 | $-0.20 | ||
| Q3 24 | $0.98 | $-0.82 | ||
| Q2 24 | $0.86 | $0.11 | ||
| Q1 24 | $1.22 | $-2.91 |
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 | $60.3M | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $5.7B | $-1.2B |
| 总资产 | $12.0B | $2.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q4 25 | $60.3M | $105.8M | ||
| Q3 25 | $32.2M | $99.5M | ||
| Q2 25 | $54.5M | $103.9M | ||
| Q1 25 | $55.8M | $128.0M | ||
| Q4 24 | $43.0M | $144.0M | ||
| Q3 24 | $50.2M | $157.1M | ||
| Q2 24 | $62.8M | $190.2M | ||
| Q1 24 | $54.6M | $282.6M |
| 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 | ||
| Q1 24 | — | $3.0B |
| Q4 25 | $5.7B | $-1.2B | ||
| Q3 25 | $5.8B | $-1.2B | ||
| Q2 25 | $5.9B | $-1.1B | ||
| Q1 25 | $5.9B | $-1.1B | ||
| Q4 24 | $5.9B | $-1.0B | ||
| Q3 24 | $5.9B | $-949.7M | ||
| Q2 24 | $6.0B | $-756.2M | ||
| Q1 24 | $6.1B | $-787.2M |
| Q4 25 | $12.0B | $2.8B | ||
| Q3 25 | $11.9B | $2.8B | ||
| Q2 25 | $11.8B | $2.9B | ||
| Q1 25 | $11.8B | $3.0B | ||
| Q4 24 | $11.8B | $3.1B | ||
| Q3 24 | $11.8B | $3.1B | ||
| Q2 24 | $11.6B | $3.4B | ||
| Q1 24 | $11.5B | $3.5B |
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 | $261.7M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $158.6M | $56.0M |
| 自由现金流率自由现金流/营收 | 28.5% | 8.2% |
| 资本支出强度资本支出/营收 | 18.6% | 0.5% |
| 现金转化率经营现金流/净利润 | 4.55× | — |
| 过去12个月自由现金流最近4个季度 | $717.9M | $90.6M |
8季度趋势,按日历期对齐
| Q4 25 | $261.7M | $59.7M | ||
| Q3 25 | $266.4M | $70.7M | ||
| Q2 25 | $353.4M | $8.4M | ||
| Q1 25 | $196.6M | $12.6M | ||
| Q4 24 | $239.1M | $54.3M | ||
| Q3 24 | $309.5M | $51.8M | ||
| Q2 24 | $349.4M | $24.1M | ||
| Q1 24 | $200.3M | $-90.3M |
| Q4 25 | $158.6M | $56.0M | ||
| Q3 25 | $170.8M | $42.7M | ||
| Q2 25 | $264.5M | $-12.4M | ||
| Q1 25 | $124.0M | $4.3M | ||
| Q4 24 | $152.6M | $34.4M | ||
| Q3 24 | $215.5M | $27.3M | ||
| Q2 24 | $259.7M | $-14.5M | ||
| Q1 24 | $148.2M | $-118.4M |
| Q4 25 | 28.5% | 8.2% | ||
| Q3 25 | 30.8% | 6.4% | ||
| Q2 25 | 48.1% | -1.9% | ||
| Q1 25 | 22.6% | 0.6% | ||
| Q4 24 | 27.8% | 5.0% | ||
| Q3 24 | 39.1% | 4.0% | ||
| Q2 24 | 47.5% | -2.1% | ||
| Q1 24 | 27.3% | -17.1% |
| Q4 25 | 18.6% | 0.5% | ||
| Q3 25 | 17.2% | 4.2% | ||
| Q2 25 | 16.2% | 3.1% | ||
| Q1 25 | 13.2% | 1.2% | ||
| Q4 24 | 15.7% | 2.9% | ||
| Q3 24 | 17.1% | 3.6% | ||
| Q2 24 | 16.4% | 5.6% | ||
| Q1 24 | 9.6% | 4.1% |
| Q4 25 | 4.55× | — | ||
| Q3 25 | 2.68× | — | ||
| Q2 25 | 3.27× | — | ||
| Q1 25 | 1.08× | — | ||
| Q4 24 | 1.43× | — | ||
| Q3 24 | 2.69× | — | ||
| Q2 24 | 3.43× | 0.96× | ||
| Q1 24 | 1.39× | — |
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
MAA
| Same Store | $515.5M | 93% |
| Non Same Store And Other | $36.8M | 7% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |