Equinix (Nasdaq: EQIX) is the world's digital infrastructure company, enabling digital leaders to harness a trusted platform to bring together and interconnect …
$1,012.71+1.54%
报价 2026-11-06
市值
$100.25B
EV
$116.01B
PE (TTM)
70.3x
预期 PE (FY2026)
55.9x
52 周区间距高点 -9.3%
$726.09$1,115.94
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.1x | 16.65 → 19.73（1.2x） | 51.3 |
| FY+32028-12 | 1.3x | 16.65 → 21.61（1.3x） | 46.9 |
毛利率 51% · TTM 收入 $10082M · 基数 EPS 16.65（调整后）
电话会信号
辅助标签Q3 20262026-10-28
扩产需求加速AI 词频高积压订单词频高上调指引供不应求
指引 上调
信心 5
分析师 4
“We are at the very early stage of durable pricing strength going forward, with new deal pricing up 12% year-over-year.”
原文引用（4）
- 扩产：we now expect to exceed our retail capacity plan for the full year by nearly 40%.
- 需求加速：Sales volume accelerated. We delivered record annualized gross bookings of $533 million, up 35%.
- 上调指引：we are raising our 2026 guidance. It reflects our recent outperformance and improved outlook for the remainder of the year.
- 供不应求：there isn't enough capacity to satisfy the demand that we see in the market.
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| EQIXEquinix, Inc. | $100.25B | +1.5% | +10.7% | 51.1% | 70.3x | 27.8x | 67.4x | |
| PLDPrologis, Inc. | $120.65B | -1.2% | +6.7% | 59.6% | 36.7x | 21.5x | 24.3x | |
| AMTAmerican Tower Corporation | $87.55B | -2.7% | +4.3% | 73% | 24.0x | 17.7x | 20.5x | |
| SPGSimon Property Group, Inc. | $73.91B | +0.8% | +16.3% | 83.1% | 14.1x | 11.8x | 20.1x | GARP |
| DLRDigital Realty Trust, Inc. | $65.9B | -0.3% | +19.8% | 8.4% | 86.9x | 25.7x | 57.3x | |
| PSAPublic Storage | $63.05B | -0.9% | +7.5% | 72.1% | 27.3x | 18.7x | 16.8x | |
| ORealty Income Corporation | $55.86B | -0.8% | +7.5% | 89.8% | 52.0x | 21.8x | 14.0x | |
| CCICrown Castle Inc. | $38.72B | -2.6% | -5.2% | 73.8% | 36.3x | 22.8x | 20.2x | |
| 同行中位数 | – | – | +7.5% | 73% | 36.3x | 21.5x | 20.2x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.57B | $2.63B | $2.44B | $2.44B | $2.32B | $2.26B | $2.23B | $2.26B |
| Gross Margin | 51.1% | 53.1% | 51.5% | 50.9% | 50.7% | 52% | 51.3% | 47.1% |
| Operating Margin | 23.3% | 25.3% | 23.6% | 17.3% | 20.5% | 21.9% | 20.6% | 4.6% |
| Net Income | $489M | $479M | $415M | $265M | $374M | $368M | $343M | $-14M |
| Diluted EPS | 4.93 | 4.83 | 4.2 | 2.69 | 3.81 | 3.75 | 3.5 | -0.14 |
| Operating Cash Flow | $1.24B | $1.07B | $717M | $1.14B | $1.01B | $944M | $809M | $981M |
研究材料
Filing 摘要
电话会纪要摘要
暂无纪要摘要。