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Masco（MAS）与Public Storage（PSA）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是Public Storage的1.6倍（$1.9B vs $1.2B），Public Storage净利率更高（41.7% vs 11.9%，领先29.8%），Masco同比增速更快（6.5% vs 3.3%），过去两年Public Storage的营收复合增速更高（2.5% vs -4.2%）
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
Public Storage总部位于美国加利福尼亚州格伦代尔，是主营自助仓储业务的房地产投资信托，也是美国最大的自助仓储服务品牌，持有美国约9%的自助仓储面积。截至2024年12月31日，公司运营3073处自助仓储设施，总可出租净面积达2.21亿平方英尺。
MAS vs PSA — 直观对比
营收规模更大
MAS
是对方的1.6倍
$1.2B
营收增速更快
MAS
高出3.2%
3.3%
净利率更高
PSA
高出29.8%
11.9%
两年增速更快
PSA
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.2B |
| 净利润 | $228.0M | $507.1M |
| 毛利率 | 35.8% | — |
| 营业利润率 | 16.5% | 40.7% |
| 净利率 | 11.9% | 41.7% |
| 营收同比 | 6.5% | 3.3% |
| 净利润同比 | 14.5% | -17.5% |
| 每股收益（稀释后） | — | $2.59 |
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MASPSA
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $1.2B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $1.8B | $1.2B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $2.1B | $1.2B |
净利润MASPSA
| Q1 26 | $228.0M | — | ||
| Q4 25 | $165.0M | $507.1M | ||
| Q3 25 | $189.0M | $511.1M | ||
| Q2 25 | $270.0M | $358.4M | ||
| Q1 25 | $186.0M | $407.8M | ||
| Q4 24 | $182.0M | $614.6M | ||
| Q3 24 | $167.0M | $430.3M | ||
| Q2 24 | $258.0M | $518.1M |
毛利率MASPSA
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | — | ||
| Q3 25 | 34.2% | — | ||
| Q2 25 | 37.6% | — | ||
| Q1 25 | 35.8% | — | ||
| Q4 24 | 34.8% | — | ||
| Q3 24 | 36.6% | — | ||
| Q2 24 | 37.5% | — |
营业利润率MASPSA
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 40.7% | ||
| Q3 25 | 15.8% | 42.3% | ||
| Q2 25 | 20.1% | 30.4% | ||
| Q1 25 | 15.9% | 34.8% | ||
| Q4 24 | 15.9% | 52.4% | ||
| Q3 24 | 18.0% | 36.7% | ||
| Q2 24 | 19.0% | 44.6% |
净利率MASPSA
| Q1 26 | 11.9% | — | ||
| Q4 25 | 9.2% | 41.7% | ||
| Q3 25 | 9.9% | 41.8% | ||
| Q2 25 | 13.2% | 29.8% | ||
| Q1 25 | 10.3% | 34.5% | ||
| Q4 24 | 10.0% | 52.2% | ||
| Q3 24 | 8.4% | 36.2% | ||
| Q2 24 | 12.3% | 44.2% |
每股收益（稀释后）MASPSA
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $2.59 | ||
| Q3 25 | $0.90 | $2.62 | ||
| Q2 25 | $1.28 | $1.76 | ||
| Q1 25 | $0.87 | $2.04 | ||
| Q4 24 | $0.85 | $3.22 | ||
| Q3 24 | $0.77 | $2.16 | ||
| Q2 24 | $1.17 | $2.66 |
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 | — | $318.1M |
| 总债务越低越好 | $2.9B | $10.3B |
| 股东权益账面价值 | $27.0M | $9.2B |
| 总资产 | $5.2B | $20.2B |
| 负债/权益比越低杠杆越低 | 109.07× | 1.11× |
8季度趋势，按日历期对齐
现金及短期投资MASPSA
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | $318.1M | ||
| Q3 25 | $559.0M | $296.5M | ||
| Q2 25 | $390.0M | $1.1B | ||
| Q1 25 | $377.0M | $287.2M | ||
| Q4 24 | $634.0M | $447.4M | ||
| Q3 24 | $646.0M | $599.0M | ||
| Q2 24 | $398.0M | $542.3M |
总债务MASPSA
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $10.3B | ||
| Q3 25 | — | $10.0B | ||
| Q2 25 | — | $10.4B | ||
| Q1 25 | — | $9.4B | ||
| Q4 24 | $2.9B | $9.4B | ||
| Q3 24 | — | $9.5B | ||
| Q2 24 | — | $9.4B |
股东权益MASPSA
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | $9.2B | ||
| Q3 25 | $-78.0M | $9.3B | ||
| Q2 25 | $-84.0M | $9.4B | ||
| Q1 25 | $-254.0M | $9.6B | ||
| Q4 24 | $-279.0M | $9.7B | ||
| Q3 24 | $-88.0M | $9.6B | ||
| Q2 24 | $-26.0M | $9.7B |
总资产MASPSA
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $20.2B | ||
| Q3 25 | $5.3B | $20.1B | ||
| Q2 25 | $5.3B | $20.5B | ||
| Q1 25 | $5.1B | $19.6B | ||
| Q4 24 | $5.0B | $19.8B | ||
| Q3 24 | $5.3B | $19.8B | ||
| Q2 24 | $5.4B | $19.8B |
负债/权益比MASPSA
| Q1 26 | 109.07× | — | ||
| Q4 25 | — | 1.11× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | — | 1.11× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | 0.96× | ||
| Q3 24 | — | 0.99× | ||
| Q2 24 | — | 0.97× |
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 | — | $733.6M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 1.8% | — |
| 现金转化率经营现金流/净利润 | — | 1.45× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流MASPSA
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $733.6M | ||
| Q3 25 | $456.0M | $875.1M | ||
| Q2 25 | $306.0M | $872.7M | ||
| Q1 25 | $-158.0M | $705.1M | ||
| Q4 24 | $407.0M | $768.6M | ||
| Q3 24 | $416.0M | $798.8M | ||
| Q2 24 | $346.0M | $895.3M |
自由现金流MASPSA
| Q1 26 | — | — | ||
| Q4 25 | $371.0M | — | ||
| Q3 25 | $415.0M | — | ||
| Q2 25 | $270.0M | — | ||
| Q1 25 | $-190.0M | — | ||
| Q4 24 | $351.0M | — | ||
| Q3 24 | $378.0M | — | ||
| Q2 24 | $303.0M | — |
自由现金流率MASPSA
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | — | ||
| Q3 25 | 21.6% | — | ||
| Q2 25 | 13.2% | — | ||
| Q1 25 | -10.5% | — | ||
| Q4 24 | 19.2% | — | ||
| Q3 24 | 19.1% | — | ||
| Q2 24 | 14.5% | — |
资本支出强度MASPSA
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.1% | — |
现金转化率MASPSA
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 1.45× | ||
| Q3 25 | 2.41× | 1.71× | ||
| Q2 25 | 1.13× | 2.43× | ||
| Q1 25 | -0.85× | 1.73× | ||
| Q4 24 | 2.24× | 1.25× | ||
| Q3 24 | 2.49× | 1.86× | ||
| Q2 24 | 1.34× | 1.73× |
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
MAS
暂无分部数据
PSA
| Self Storage Operations | $1.1B | 93% |
| Ancillary Operations | $86.9M | 7% |
