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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
是对方的1.0倍
$479.6M
营收增速更快
AEIS
高出12.3%
5.5%
净利率更高
ESS
高出7.2%
10.7%
两年增速更快
AEIS
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 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
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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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
| Semiconductor Equipment | $211.6M | 43% |
| Data Center Computing | $177.9M | 36% |
| Industrial And Medical | $78.2M | 16% |
| Telecom And Networking | $21.7M | 4% |
ESS
暂无分部数据