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Public Storage(PSA)与思佳讯(SWKS)财务数据对比。点击上方公司名可切换其他公司
Public Storage的季度营收约是思佳讯的1.3倍($1.2B vs $943.7M),Public Storage净利率更高(41.7% vs 3.8%,领先37.9%),Public Storage同比增速更快(3.3% vs -1.0%),过去两年Public Storage的营收复合增速更高(2.5% vs 2.1%)
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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业,公司股票在纳斯达克全球精选市场挂牌交易,股票代码为SWKS,同时也是标普500指数的成分股之一,在全球射频半导体领域拥有较高市场地位。
PSA vs SWKS — 直观对比
营收规模更大
PSA
是对方的1.3倍
$943.7M
营收增速更快
PSA
高出4.3%
-1.0%
净利率更高
PSA
高出37.9%
3.8%
两年增速更快
PSA
近两年复合增速
2.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $943.7M |
| 净利润 | $507.1M | $35.6M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 40.7% | 4.5% |
| 净利率 | 41.7% | 3.8% |
| 营收同比 | 3.3% | -1.0% |
| 净利润同比 | -17.5% | -48.2% |
| 每股收益(稀释后) | $2.59 | $0.24 |
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
SWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | $965.0M | ||
| Q1 25 | $1.2B | $953.2M | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.2B | $1.0B |
净利润
PSA
SWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | — | $79.2M | ||
| Q4 25 | $507.1M | $141.4M | ||
| Q3 25 | $511.1M | — | ||
| Q2 25 | $358.4M | $105.0M | ||
| Q1 25 | $407.8M | $68.7M | ||
| Q4 24 | $614.6M | $162.0M | ||
| Q3 24 | $430.3M | $60.5M |
毛利率
PSA
SWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 41.9% |
营业利润率
PSA
SWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | — | 10.0% | ||
| Q4 25 | 40.7% | 10.1% | ||
| Q3 25 | 42.3% | — | ||
| Q2 25 | 30.4% | 11.5% | ||
| Q1 25 | 34.8% | 10.2% | ||
| Q4 24 | 52.4% | 16.9% | ||
| Q3 24 | 36.7% | 5.8% |
净利率
PSA
SWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | — | 7.6% | ||
| Q4 25 | 41.7% | 12.9% | ||
| Q3 25 | 41.8% | — | ||
| Q2 25 | 29.8% | 10.9% | ||
| Q1 25 | 34.5% | 7.2% | ||
| Q4 24 | 52.2% | 15.2% | ||
| Q3 24 | 36.2% | 5.9% |
每股收益(稀释后)
PSA
SWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | — | $0.53 | ||
| Q4 25 | $2.59 | $0.95 | ||
| Q3 25 | $2.62 | — | ||
| Q2 25 | $1.76 | $0.70 | ||
| Q1 25 | $2.04 | $0.43 | ||
| Q4 24 | $3.22 | $1.00 | ||
| Q3 24 | $2.16 | $0.36 |
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 | $10.3B | — |
| 股东权益账面价值 | $9.2B | $5.8B |
| 总资产 | $20.2B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.11× | — |
8季度趋势,按日历期对齐
现金及短期投资
PSA
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | $318.1M | $1.4B | ||
| Q3 25 | $296.5M | — | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $287.2M | $1.5B | ||
| Q4 24 | $447.4M | $1.7B | ||
| Q3 24 | $599.0M | $1.6B |
总债务
PSA
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | $10.3B | $496.4M | ||
| Q3 25 | $10.0B | — | ||
| Q2 25 | $10.4B | $496.2M | ||
| Q1 25 | $9.4B | $995.1M | ||
| Q4 24 | $9.4B | $994.7M | ||
| Q3 24 | $9.5B | $994.3M |
股东权益
PSA
SWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | — | $5.8B | ||
| Q4 25 | $9.2B | $5.8B | ||
| Q3 25 | $9.3B | — | ||
| Q2 25 | $9.4B | $5.7B | ||
| Q1 25 | $9.6B | $5.9B | ||
| Q4 24 | $9.7B | $6.4B | ||
| Q3 24 | $9.6B | $6.3B |
总资产
PSA
SWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | — | $7.9B | ||
| Q4 25 | $20.2B | $7.9B | ||
| Q3 25 | $20.1B | — | ||
| Q2 25 | $20.5B | $7.7B | ||
| Q1 25 | $19.6B | $7.9B | ||
| Q4 24 | $19.8B | $8.3B | ||
| Q3 24 | $19.8B | $8.3B |
负债/权益比
PSA
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | 1.11× | 0.09× | ||
| Q3 25 | 1.08× | — | ||
| Q2 25 | 1.11× | 0.09× | ||
| Q1 25 | 0.99× | 0.17× | ||
| Q4 24 | 0.96× | 0.16× | ||
| Q3 24 | 0.99× | 0.16× |
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 | $50.3M |
| 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 | — | 8.7% |
| 现金转化率经营现金流/净利润 | 1.45× | 1.41× |
| 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
SWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | $733.6M | $200.0M | ||
| Q3 25 | $875.1M | — | ||
| Q2 25 | $872.7M | $314.2M | ||
| Q1 25 | $705.1M | $409.4M | ||
| Q4 24 | $768.6M | $377.2M | ||
| Q3 24 | $798.8M | $476.1M |
自由现金流
PSA
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $252.7M | ||
| Q1 25 | — | $370.9M | ||
| Q4 24 | — | $338.2M | ||
| Q3 24 | — | $393.3M |
自由现金流率
PSA
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | — | 13.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 26.2% | ||
| Q1 25 | — | 38.9% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | 38.4% |
资本支出强度
PSA
SWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 8.1% |
现金转化率
PSA
SWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | 1.45× | 1.41× | ||
| Q3 25 | 1.71× | — | ||
| Q2 25 | 2.43× | 2.99× | ||
| Q1 25 | 1.73× | 5.96× | ||
| Q4 24 | 1.25× | 2.33× | ||
| Q3 24 | 1.86× | 7.87× |
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% |
SWKS
暂无分部数据