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Public Storage(PSA)与瑞思迈(RMD)财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是Public Storage的1.2倍($1.4B vs $1.2B),Public Storage净利率更高(41.7% vs 27.6%,领先14.1%),瑞思迈同比增速更快(11.0% vs 3.3%),过去两年瑞思迈的营收复合增速更高(7.9% vs 2.5%)
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业,主打可接入云端的呼吸类医疗设备,用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病,新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
PSA vs RMD — 直观对比
营收规模更大
RMD
是对方的1.2倍
$1.2B
营收增速更快
RMD
高出7.7%
3.3%
净利率更高
PSA
高出14.1%
27.6%
两年增速更快
RMD
近两年复合增速
2.5%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $1.4B |
| 净利润 | $507.1M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 40.7% | 34.6% |
| 净利率 | 41.7% | 27.6% |
| 营收同比 | 3.3% | 11.0% |
| 净利润同比 | -17.5% | 13.9% |
| 每股收益(稀释后) | $2.59 | $2.68 |
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
PSA
RMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.2B | $1.2B |
净利润
PSA
RMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $507.1M | $392.6M | ||
| Q3 25 | $511.1M | $348.5M | ||
| Q2 25 | $358.4M | $379.7M | ||
| Q1 25 | $407.8M | $365.0M | ||
| Q4 24 | $614.6M | $344.6M | ||
| Q3 24 | $430.3M | $311.4M | ||
| Q2 24 | $518.1M | $292.2M |
毛利率
PSA
RMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% | ||
| Q2 24 | — | 58.5% |
营业利润率
PSA
RMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 40.7% | 34.6% | ||
| Q3 25 | 42.3% | 33.4% | ||
| Q2 25 | 30.4% | 33.7% | ||
| Q1 25 | 34.8% | 33.0% | ||
| Q4 24 | 52.4% | 32.5% | ||
| Q3 24 | 36.7% | 31.6% | ||
| Q2 24 | 44.6% | 31.2% |
净利率
PSA
RMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 41.7% | 27.6% | ||
| Q3 25 | 41.8% | 26.1% | ||
| Q2 25 | 29.8% | 28.2% | ||
| Q1 25 | 34.5% | 28.3% | ||
| Q4 24 | 52.2% | 26.9% | ||
| Q3 24 | 36.2% | 25.4% | ||
| Q2 24 | 44.2% | 23.9% |
每股收益(稀释后)
PSA
RMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $2.59 | $2.68 | ||
| Q3 25 | $2.62 | $2.37 | ||
| Q2 25 | $1.76 | $2.58 | ||
| Q1 25 | $2.04 | $2.48 | ||
| Q4 24 | $3.22 | $2.34 | ||
| Q3 24 | $2.16 | $2.11 | ||
| Q2 24 | $2.66 | $1.97 |
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 | $1.4B |
| 总债务越低越好 | $10.3B | $663.8M |
| 股东权益账面价值 | $9.2B | $6.3B |
| 总资产 | $20.2B | $8.5B |
| 负债/权益比越低杠杆越低 | 1.11× | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
PSA
RMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $318.1M | $1.4B | ||
| Q3 25 | $296.5M | $1.4B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $287.2M | $932.7M | ||
| Q4 24 | $447.4M | $521.9M | ||
| Q3 24 | $599.0M | $426.4M | ||
| Q2 24 | $542.3M | $238.4M |
总债务
PSA
RMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | $10.3B | $403.9M | ||
| Q3 25 | $10.0B | $408.7M | ||
| Q2 25 | $10.4B | $658.4M | ||
| Q1 25 | $9.4B | $663.1M | ||
| Q4 24 | $9.4B | $662.9M | ||
| Q3 24 | $9.5B | $667.6M | ||
| Q2 24 | $9.4B | $697.3M |
股东权益
PSA
RMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $9.2B | $6.3B | ||
| Q3 25 | $9.3B | $6.1B | ||
| Q2 25 | $9.4B | $6.0B | ||
| Q1 25 | $9.6B | $5.5B | ||
| Q4 24 | $9.7B | $5.3B | ||
| Q3 24 | $9.6B | $5.2B | ||
| Q2 24 | $9.7B | $4.9B |
总资产
PSA
RMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $20.2B | $8.5B | ||
| Q3 25 | $20.1B | $8.3B | ||
| Q2 25 | $20.5B | $8.2B | ||
| Q1 25 | $19.6B | $7.6B | ||
| Q4 24 | $19.8B | $7.1B | ||
| Q3 24 | $19.8B | $7.2B | ||
| Q2 24 | $19.8B | $6.9B |
负债/权益比
PSA
RMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | 1.11× | 0.06× | ||
| Q3 25 | 1.08× | 0.07× | ||
| Q2 25 | 1.11× | 0.11× | ||
| Q1 25 | 0.99× | 0.12× | ||
| Q4 24 | 0.96× | 0.13× | ||
| Q3 24 | 0.99× | 0.13× | ||
| Q2 24 | 0.97× | 0.14× |
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 | — | — |
| 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
PSA
RMD
| Q2 26 | — | — | ||
| Q4 25 | $733.6M | $339.7M | ||
| Q3 25 | $875.1M | $457.3M | ||
| Q2 25 | $872.7M | $538.8M | ||
| Q1 25 | $705.1M | $578.7M | ||
| Q4 24 | $768.6M | $308.6M | ||
| Q3 24 | $798.8M | $325.5M | ||
| Q2 24 | $895.3M | $440.1M |
自由现金流
PSA
RMD
| Q2 26 | — | — | ||
| Q4 25 | — | $311.2M | ||
| Q3 25 | — | $414.4M | ||
| Q2 25 | — | $508.2M | ||
| Q1 25 | — | $557.9M | ||
| Q4 24 | — | $288.0M | ||
| Q3 24 | — | $307.7M | ||
| Q2 24 | — | $415.2M |
自由现金流率
PSA
RMD
| Q2 26 | — | — | ||
| Q4 25 | — | 21.9% | ||
| Q3 25 | — | 31.0% | ||
| Q2 25 | — | 37.7% | ||
| Q1 25 | — | 43.2% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | — | 25.1% | ||
| Q2 24 | — | 33.9% |
资本支出强度
PSA
RMD
| Q2 26 | — | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | — | 2.3% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.0% |
现金转化率
PSA
RMD
| Q2 26 | — | — | ||
| Q4 25 | 1.45× | 0.87× | ||
| Q3 25 | 1.71× | 1.31× | ||
| Q2 25 | 2.43× | 1.42× | ||
| Q1 25 | 1.73× | 1.59× | ||
| Q4 24 | 1.25× | 0.90× | ||
| Q3 24 | 1.86× | 1.05× | ||
| Q2 24 | 1.73× | 1.51× |
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
PSA
| Self Storage Operations | $1.1B | 93% |
| Ancillary Operations | $86.9M | 7% |
RMD
暂无分部数据