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National Storage Affiliates Trust（NSA）与STRATTEC SECURITY CORP（STRT）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STRATTEC SECURITY CORP的1.4倍（$187.0M vs $137.5M），National Storage Affiliates Trust净利率更高（12.2% vs 3.6%，领先8.6%），STRATTEC SECURITY CORP同比增速更快（5.9% vs -1.6%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $11.3M），过去两年STRATTEC SECURITY CORP的营收复合增速更高（7.7% vs -2.4%）
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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
NSA vs STRT — 直观对比
营收规模更大
NSA
是对方的1.4倍
$137.5M
营收增速更快
STRT
高出7.5%
-1.6%
净利率更高
NSA
高出8.6%
3.6%
自由现金流更多
NSA
多$288.6M
$11.3M
两年增速更快
STRT
近两年复合增速
-2.4%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $187.0M | $137.5M |
| 净利润 | $22.9M | $4.9M |
| 毛利率 | 72.5% | 16.5% |
| 营业利润率 | 20.2% | 3.5% |
| 净利率 | 12.2% | 3.6% |
| 营收同比 | -1.6% | 5.9% |
| 净利润同比 | 36.8% | 275.1% |
| 每股收益（稀释后） | $0.23 | $1.20 |
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NSASTRT
| Q4 25 | $187.0M | $137.5M | ||
| Q3 25 | $188.7M | $152.4M | ||
| Q2 25 | $188.8M | $152.0M | ||
| Q1 25 | $188.4M | $144.1M | ||
| Q4 24 | $190.1M | $129.9M | ||
| Q3 24 | $193.6M | $139.1M | ||
| Q2 24 | $190.4M | — | ||
| Q1 24 | $196.1M | $140.8M |
净利润NSASTRT
| Q4 25 | $22.9M | $4.9M | ||
| Q3 25 | $18.4M | $8.5M | ||
| Q2 25 | $19.5M | $8.3M | ||
| Q1 25 | $13.0M | $5.4M | ||
| Q4 24 | $16.7M | $1.3M | ||
| Q3 24 | $18.7M | $3.7M | ||
| Q2 24 | $17.1M | — | ||
| Q1 24 | $59.0M | $1.5M |
毛利率NSASTRT
| Q4 25 | 72.5% | 16.5% | ||
| Q3 25 | 70.7% | 17.3% | ||
| Q2 25 | 70.5% | 16.7% | ||
| Q1 25 | 70.7% | 16.0% | ||
| Q4 24 | 72.5% | 13.2% | ||
| Q3 24 | 72.8% | 13.6% | ||
| Q2 24 | 72.6% | — | ||
| Q1 24 | 72.1% | 10.4% |
营业利润率NSASTRT
| Q4 25 | 20.2% | 3.5% | ||
| Q3 25 | 15.8% | 6.9% | ||
| Q2 25 | 16.5% | 5.6% | ||
| Q1 25 | 11.0% | 4.9% | ||
| Q4 24 | 14.5% | 1.6% | ||
| Q3 24 | 15.8% | 3.6% | ||
| Q2 24 | 17.2% | — | ||
| Q1 24 | 48.9% | 1.4% |
净利率NSASTRT
| Q4 25 | 12.2% | 3.6% | ||
| Q3 25 | 9.8% | 5.6% | ||
| Q2 25 | 10.3% | 5.4% | ||
| Q1 25 | 6.9% | 3.7% | ||
| Q4 24 | 8.8% | 1.0% | ||
| Q3 24 | 9.7% | 2.7% | ||
| Q2 24 | 9.0% | — | ||
| Q1 24 | 30.1% | 1.1% |
每股收益（稀释后）NSASTRT
| Q4 25 | $0.23 | $1.20 | ||
| Q3 25 | $0.17 | $2.07 | ||
| Q2 25 | $0.19 | $2.02 | ||
| Q1 25 | $0.10 | $1.32 | ||
| Q4 24 | $0.19 | $0.32 | ||
| Q3 24 | $0.18 | $0.92 | ||
| Q2 24 | $0.16 | — | ||
| Q1 24 | $0.65 | $0.37 |
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 | $23.3M | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $946.0M | $236.8M |
| 总资产 | $5.1B | $392.2M |
| 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NSASTRT
| Q4 25 | $23.3M | $99.0M | ||
| Q3 25 | $26.3M | $90.5M | ||
| Q2 25 | $26.1M | $84.6M | ||
| Q1 25 | $19.3M | $62.1M | ||
| Q4 24 | $50.4M | $42.6M | ||
| Q3 24 | $69.9M | $34.4M | ||
| Q2 24 | $59.0M | — | ||
| Q1 24 | $64.2M | $9.6M |
股东权益NSASTRT
| Q4 25 | $946.0M | $236.8M | ||
| Q3 25 | $973.1M | $230.5M | ||
| Q2 25 | $1.0B | $221.6M | ||
| Q1 25 | $1.0B | $210.7M | ||
| Q4 24 | $1.1B | $204.5M | ||
| Q3 24 | $986.9M | $203.0M | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.3B | $193.8M |
总资产NSASTRT
| Q4 25 | $5.1B | $392.2M | ||
| Q3 25 | $5.1B | $390.1M | ||
| Q2 25 | $5.2B | $391.5M | ||
| Q1 25 | $5.3B | $387.4M | ||
| Q4 24 | $5.4B | $355.9M | ||
| Q3 24 | $5.4B | $366.9M | ||
| Q2 24 | $5.3B | — | ||
| Q1 24 | $5.4B | $348.5M |
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 | $338.5M | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $299.8M | $11.3M |
| 自由现金流率自由现金流/营收 | 160.3% | 8.2% |
| 资本支出强度资本支出/营收 | 20.7% | 1.9% |
| 现金转化率经营现金流/净利润 | 14.79× | 2.81× |
| 过去12个月自由现金流最近4个季度 | $541.5M | $67.8M |
8季度趋势，按日历期对齐
经营现金流NSASTRT
| Q4 25 | $338.5M | $13.9M | ||
| Q3 25 | $100.2M | $11.3M | ||
| Q2 25 | $79.9M | $30.2M | ||
| Q1 25 | $85.6M | $20.7M | ||
| Q4 24 | $363.1M | $9.4M | ||
| Q3 24 | $105.7M | $11.3M | ||
| Q2 24 | $83.2M | — | ||
| Q1 24 | $94.0M | $-309.0K |
自由现金流NSASTRT
| Q4 25 | $299.8M | $11.3M | ||
| Q3 25 | $88.0M | $9.8M | ||
| Q2 25 | $73.8M | $27.2M | ||
| Q1 25 | $79.9M | $19.6M | ||
| Q4 24 | $344.4M | $8.5M | ||
| Q3 24 | $101.8M | $9.3M | ||
| Q2 24 | $79.5M | — | ||
| Q1 24 | $88.6M | $-2.0M |
自由现金流率NSASTRT
| Q4 25 | 160.3% | 8.2% | ||
| Q3 25 | 46.6% | 6.4% | ||
| Q2 25 | 39.1% | 17.9% | ||
| Q1 25 | 42.4% | 13.6% | ||
| Q4 24 | 181.2% | 6.6% | ||
| Q3 24 | 52.6% | 6.7% | ||
| Q2 24 | 41.7% | — | ||
| Q1 24 | 45.2% | -1.4% |
资本支出强度NSASTRT
| Q4 25 | 20.7% | 1.9% | ||
| Q3 25 | 6.5% | 1.0% | ||
| Q2 25 | 3.2% | 2.0% | ||
| Q1 25 | 3.0% | 0.8% | ||
| Q4 24 | 9.8% | 0.7% | ||
| Q3 24 | 2.0% | 1.5% | ||
| Q2 24 | 1.9% | — | ||
| Q1 24 | 2.7% | 1.2% |
现金转化率NSASTRT
| Q4 25 | 14.79× | 2.81× | ||
| Q3 25 | 5.44× | 1.33× | ||
| Q2 25 | 4.10× | 3.65× | ||
| Q1 25 | 6.59× | 3.84× | ||
| Q4 24 | 21.70× | 7.16× | ||
| Q3 24 | 5.65× | 3.06× | ||
| Q2 24 | 4.88× | — | ||
| Q1 24 | 1.59× | -0.21× |
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
NSA
暂无分部数据
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
