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AMC Networks Inc.（AMCX）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
AMC Networks Inc.的季度营收约是Essex Property Trust的1.2倍（$594.8M vs $479.6M），Essex Property Trust净利率更高（17.9% vs -9.3%，领先27.2%），Essex Property Trust同比增速更快（5.5% vs -0.8%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -0.1%）
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团，旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道，还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商，以及AMC+、Acorn TV等多个付费订阅流媒体服务。
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。
AMCX vs ESS — 直观对比
营收规模更大
AMCX
是对方的1.2倍
$479.6M
营收增速更快
ESS
高出6.3%
-0.8%
净利率更高
ESS
高出27.2%
-9.3%
两年增速更快
ESS
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $479.6M |
| 净利润 | $-55.5M | $85.7M |
| 毛利率 | 49.7% | 70.0% |
| 营业利润率 | -8.6% | 31.7% |
| 净利率 | -9.3% | 17.9% |
| 营收同比 | -0.8% | 5.5% |
| 净利润同比 | 80.5% | -71.6% |
| 每股收益（稀释后） | $-0.97 | $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AMCXESS
| Q4 25 | $594.8M | $479.6M | ||
| Q3 25 | $561.7M | $473.3M | ||
| Q2 25 | $600.0M | $469.8M | ||
| Q1 25 | $555.2M | $464.6M | ||
| Q4 24 | $599.3M | $454.5M | ||
| Q3 24 | $599.6M | $450.7M | ||
| Q2 24 | $625.9M | $442.4M | ||
| Q1 24 | $596.5M | $426.9M |
净利润AMCXESS
| Q4 25 | $-55.5M | $85.7M | ||
| Q3 25 | $76.5M | $172.7M | ||
| Q2 25 | $50.3M | $231.5M | ||
| Q1 25 | $18.0M | $212.8M | ||
| Q4 24 | $-284.5M | $301.7M | ||
| Q3 24 | $41.4M | $125.5M | ||
| Q2 24 | $-29.2M | $99.0M | ||
| Q1 24 | $45.8M | $285.1M |
毛利率AMCXESS
| Q4 25 | 49.7% | 70.0% | ||
| Q3 25 | 48.2% | 69.2% | ||
| Q2 25 | 52.7% | 70.7% | ||
| Q1 25 | 51.8% | 69.6% | ||
| Q4 24 | 51.2% | 70.0% | ||
| Q3 24 | 52.0% | 69.5% | ||
| Q2 24 | 55.2% | 70.8% | ||
| Q1 24 | 54.5% | 69.7% |
营业利润率AMCXESS
| Q4 25 | -8.6% | 31.7% | ||
| Q3 25 | 9.9% | 44.5% | ||
| Q2 25 | 10.7% | 59.5% | ||
| Q1 25 | 11.6% | 55.3% | ||
| Q4 24 | -42.4% | 67.0% | ||
| Q3 24 | 15.6% | 28.6% | ||
| Q2 24 | 1.7% | 31.1% | ||
| Q1 24 | 18.5% | 31.0% |
净利率AMCXESS
| Q4 25 | -9.3% | 17.9% | ||
| Q3 25 | 13.6% | 36.5% | ||
| Q2 25 | 8.4% | 49.3% | ||
| Q1 25 | 3.3% | 45.8% | ||
| Q4 24 | -47.5% | 66.4% | ||
| Q3 24 | 6.9% | 27.8% | ||
| Q2 24 | -4.7% | 22.4% | ||
| Q1 24 | 7.7% | 66.8% |
每股收益（稀释后）AMCXESS
| Q4 25 | $-0.97 | $1.24 | ||
| Q3 25 | $1.38 | $2.56 | ||
| Q2 25 | $0.91 | $3.44 | ||
| Q1 25 | $0.34 | $3.16 | ||
| Q4 24 | $-6.23 | $4.00 | ||
| Q3 24 | $0.76 | $1.84 | ||
| Q2 24 | $-0.66 | $1.45 | ||
| Q1 24 | $1.03 | $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 | $502.4M | $76.2M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $981.9M | $5.5B |
| 总资产 | $3.9B | $13.2B |
| 负债/权益比越低杠杆越低 | 1.78× | — |
8季度趋势，按日历期对齐
现金及短期投资AMCXESS
| Q4 25 | $502.4M | $76.2M | ||
| Q3 25 | $716.8M | $66.0M | ||
| Q2 25 | $866.4M | $58.7M | ||
| Q1 25 | $870.2M | $98.7M | ||
| Q4 24 | $784.6M | $66.8M | ||
| Q3 24 | $816.4M | $71.3M | ||
| Q2 24 | $802.6M | $55.2M | ||
| Q1 24 | $690.5M | $499.0M |
总债务AMCXESS
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | $6.4B | ||
| Q2 25 | $2.2B | $6.4B | ||
| Q1 25 | $2.3B | $6.8B | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.3B | $6.4B | ||
| Q2 24 | $2.4B | $6.2B | ||
| Q1 24 | $2.3B | $6.6B |
股东权益AMCXESS
| Q4 25 | $981.9M | $5.5B | ||
| Q3 25 | $1.1B | $5.6B | ||
| Q2 25 | $971.7M | $5.6B | ||
| Q1 25 | $888.8M | $5.6B | ||
| Q4 24 | $855.6M | $5.5B | ||
| Q3 24 | $1.1B | $5.4B | ||
| Q2 24 | $1.1B | $5.5B | ||
| Q1 24 | $1.1B | $5.5B |
总资产AMCXESS
| Q4 25 | $3.9B | $13.2B | ||
| Q3 25 | $4.2B | $13.2B | ||
| Q2 25 | $4.4B | $13.2B | ||
| Q1 25 | $4.3B | $13.2B | ||
| Q4 24 | $4.4B | $12.9B | ||
| Q3 24 | $4.8B | $12.6B | ||
| Q2 24 | $4.9B | $12.5B | ||
| Q1 24 | $4.9B | $12.9B |
负债/权益比AMCXESS
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.82× | 1.15× | ||
| Q2 25 | 2.27× | 1.14× | ||
| Q1 25 | 2.62× | 1.22× | ||
| Q4 24 | 2.73× | — | ||
| Q3 24 | 2.10× | 1.18× | ||
| Q2 24 | 2.26× | 1.13× | ||
| Q1 24 | 2.17× | 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 | $49.2M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $40.4M | — |
| 自由现金流率自由现金流/营收 | 6.8% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | — | 12.53× |
| 过去12个月自由现金流最近4个季度 | $272.4M | — |
8季度趋势，按日历期对齐
经营现金流AMCXESS
| Q4 25 | $49.2M | $1.1B | ||
| Q3 25 | $44.8M | $342.6M | ||
| Q2 25 | $102.8M | $216.1M | ||
| Q1 25 | $108.8M | $281.5M | ||
| Q4 24 | $58.1M | $1.1B | ||
| Q3 24 | $62.2M | $316.2M | ||
| Q2 24 | $104.4M | $218.9M | ||
| Q1 24 | $150.9M | $314.9M |
自由现金流AMCXESS
| Q4 25 | $40.4M | — | ||
| Q3 25 | $42.0M | — | ||
| Q2 25 | $95.7M | — | ||
| Q1 25 | $94.2M | — | ||
| Q4 24 | $37.6M | — | ||
| Q3 24 | $53.9M | — | ||
| Q2 24 | $95.2M | — | ||
| Q1 24 | $144.1M | — |
自由现金流率AMCXESS
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.5% | — | ||
| Q2 25 | 16.0% | — | ||
| Q1 25 | 17.0% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 9.0% | — | ||
| Q2 24 | 15.2% | — | ||
| Q1 24 | 24.2% | — |
资本支出强度AMCXESS
| Q4 25 | 1.5% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 1.5% | — | ||
| Q1 24 | 1.1% | — |
现金转化率AMCXESS
| Q4 25 | — | 12.53× | ||
| Q3 25 | 0.59× | 1.98× | ||
| Q2 25 | 2.04× | 0.93× | ||
| Q1 25 | 6.03× | 1.32× | ||
| Q4 24 | — | 3.54× | ||
| Q3 24 | 1.50× | 2.52× | ||
| Q2 24 | — | 2.21× | ||
| Q1 24 | 3.29× | 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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
ESS
暂无分部数据
