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ADVANCED ENERGY INDUSTRIES INC(AEIS)与Essex Property Trust(ESS)财务数据对比。点击上方公司名可切换其他公司

ADVANCED ENERGY INDUSTRIES INC的季度营收约是Essex Property Trust的1.0倍($489.4M vs $479.6M),Essex Property Trust净利率更高(17.9% vs 10.7%,领先7.2%),ADVANCED ENERGY INDUSTRIES INC同比增速更快(17.8% vs 5.5%),过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高(22.2% vs 6.0%)

Advanced Energy Industries是总部位于美国科罗拉多州丹佛市的跨国科技企业,专注研发精密电源转换、测量及控制技术,相关技术广泛应用于半导体、平板显示、数据存储、通信网络设备、工业涂层、医疗设备、太阳能电池、建筑玻璃等领域的生产制造环节。

Essex Property Trust是一家公开上市的房地产投资信托企业,重点布局美国西海岸优质不动产市场,核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业,在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。

AEIS vs ESS — 直观对比

营收规模更大
AEIS
AEIS
是对方的1.0倍
AEIS
$489.4M
$479.6M
ESS
营收增速更快
AEIS
AEIS
高出12.3%
AEIS
17.8%
5.5%
ESS
净利率更高
ESS
ESS
高出7.2%
ESS
17.9%
10.7%
AEIS
两年增速更快
AEIS
AEIS
近两年复合增速
AEIS
22.2%
6.0%
ESS

损益表 — Q4 FY2025 vs Q4 FY2025

指标
AEIS
AEIS
ESS
ESS
营收
$489.4M
$479.6M
净利润
$52.3M
$85.7M
毛利率
38.6%
70.0%
营业利润率
11.6%
31.7%
净利率
10.7%
17.9%
营收同比
17.8%
5.5%
净利润同比
7.4%
-71.6%
每股收益(稀释后)
$1.32
$1.24

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
AEIS
AEIS
ESS
ESS
Q4 25
$489.4M
$479.6M
Q3 25
$463.3M
$473.3M
Q2 25
$441.5M
$469.8M
Q1 25
$404.6M
$464.6M
Q4 24
$415.4M
$454.5M
Q3 24
$374.2M
$450.7M
Q2 24
$364.9M
$442.4M
Q1 24
$327.5M
$426.9M
净利润
AEIS
AEIS
ESS
ESS
Q4 25
$52.3M
$85.7M
Q3 25
$46.2M
$172.7M
Q2 25
$25.2M
$231.5M
Q1 25
$24.7M
$212.8M
Q4 24
$48.7M
$301.7M
Q3 24
$-14.9M
$125.5M
Q2 24
$15.0M
$99.0M
Q1 24
$5.4M
$285.1M
毛利率
AEIS
AEIS
ESS
ESS
Q4 25
38.6%
70.0%
Q3 25
37.6%
69.2%
Q2 25
37.0%
70.7%
Q1 25
37.2%
69.6%
Q4 24
37.2%
70.0%
Q3 24
35.8%
69.5%
Q2 24
35.0%
70.8%
Q1 24
34.5%
69.7%
营业利润率
AEIS
AEIS
ESS
ESS
Q4 25
11.6%
31.7%
Q3 25
10.6%
44.5%
Q2 25
7.2%
59.5%
Q1 25
7.6%
55.3%
Q4 24
8.2%
67.0%
Q3 24
-3.0%
28.6%
Q2 24
3.6%
31.1%
Q1 24
0.2%
31.0%
净利率
AEIS
AEIS
ESS
ESS
Q4 25
10.7%
17.9%
Q3 25
10.0%
36.5%
Q2 25
5.7%
49.3%
Q1 25
6.1%
45.8%
Q4 24
11.7%
66.4%
Q3 24
-4.0%
27.8%
Q2 24
4.1%
22.4%
Q1 24
1.6%
66.8%
每股收益(稀释后)
AEIS
AEIS
ESS
ESS
Q4 25
$1.32
$1.24
Q3 25
$1.20
$2.56
Q2 25
$0.67
$3.44
Q1 25
$0.65
$3.16
Q4 24
$1.29
$4.00
Q3 24
$-0.40
$1.84
Q2 24
$0.40
$1.45
Q1 24
$0.14
$4.25

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
AEIS
AEIS
ESS
ESS
现金及短期投资手头流动性
$791.2M
$76.2M
总债务越低越好
$567.5M
股东权益账面价值
$1.4B
$5.5B
总资产
$2.5B
$13.2B
负债/权益比越低杠杆越低
0.42×

8季度趋势,按日历期对齐

现金及短期投资
AEIS
AEIS
ESS
ESS
Q4 25
$791.2M
$76.2M
Q3 25
$758.6M
$66.0M
Q2 25
$713.5M
$58.7M
Q1 25
$723.0M
$98.7M
Q4 24
$722.1M
$66.8M
Q3 24
$657.3M
$71.3M
Q2 24
$986.1M
$55.2M
Q1 24
$1.0B
$499.0M
总债务
AEIS
AEIS
ESS
ESS
Q4 25
$567.5M
Q3 25
$6.4B
Q2 25
$6.4B
Q1 25
$6.8B
Q4 24
$564.7M
Q3 24
$564.0M
$6.4B
Q2 24
$907.3M
$6.2B
Q1 24
$911.5M
$6.6B
股东权益
AEIS
AEIS
ESS
ESS
Q4 25
$1.4B
$5.5B
Q3 25
$1.3B
$5.6B
Q2 25
$1.3B
$5.6B
Q1 25
$1.2B
$5.6B
Q4 24
$1.2B
$5.5B
Q3 24
$1.2B
$5.4B
Q2 24
$1.2B
$5.5B
Q1 24
$1.1B
$5.5B
总资产
AEIS
AEIS
ESS
ESS
Q4 25
$2.5B
$13.2B
Q3 25
$2.4B
$13.2B
Q2 25
$2.4B
$13.2B
Q1 25
$2.3B
$13.2B
Q4 24
$2.3B
$12.9B
Q3 24
$2.2B
$12.6B
Q2 24
$2.5B
$12.5B
Q1 24
$2.5B
$12.9B
负债/权益比
AEIS
AEIS
ESS
ESS
Q4 25
0.42×
Q3 25
1.15×
Q2 25
1.14×
Q1 25
1.22×
Q4 24
0.47×
Q3 24
0.48×
1.18×
Q2 24
0.78×
1.13×
Q1 24
0.80×
1.19×

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
AEIS
AEIS
ESS
ESS
经营现金流最新季度
$80.5M
$1.1B
自由现金流经营现金流 - 资本支出
$43.0M
自由现金流率自由现金流/营收
8.8%
资本支出强度资本支出/营收
7.7%
现金转化率经营现金流/净利润
1.54×
12.53×
过去12个月自由现金流最近4个季度
$125.9M

8季度趋势,按日历期对齐

经营现金流
AEIS
AEIS
ESS
ESS
Q4 25
$80.5M
$1.1B
Q3 25
$78.7M
$342.6M
Q2 25
$45.2M
$216.1M
Q1 25
$28.9M
$281.5M
Q4 24
$82.7M
$1.1B
Q3 24
$34.1M
$316.2M
Q2 24
$6.7M
$218.9M
Q1 24
$7.3M
$314.9M
自由现金流
AEIS
AEIS
ESS
ESS
Q4 25
$43.0M
Q3 25
$50.8M
Q2 25
$17.1M
Q1 25
$15.0M
Q4 24
$69.9M
Q3 24
$21.4M
Q2 24
$-8.1M
Q1 24
$-9.3M
自由现金流率
AEIS
AEIS
ESS
ESS
Q4 25
8.8%
Q3 25
11.0%
Q2 25
3.9%
Q1 25
3.7%
Q4 24
16.8%
Q3 24
5.7%
Q2 24
-2.2%
Q1 24
-2.9%
资本支出强度
AEIS
AEIS
ESS
ESS
Q4 25
7.7%
Q3 25
6.0%
Q2 25
6.4%
Q1 25
3.4%
Q4 24
3.1%
Q3 24
3.4%
Q2 24
4.0%
Q1 24
5.1%
现金转化率
AEIS
AEIS
ESS
ESS
Q4 25
1.54×
12.53×
Q3 25
1.70×
1.98×
Q2 25
1.79×
0.93×
Q1 25
1.17×
1.32×
Q4 24
1.70×
3.54×
Q3 24
2.52×
Q2 24
0.45×
2.21×
Q1 24
1.35×
1.10×

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

AEIS
AEIS

Semiconductor Equipment$211.6M43%
Data Center Computing$177.9M36%
Industrial And Medical$78.2M16%
Telecom And Networking$21.7M4%

ESS
ESS

暂无分部数据

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