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Amneal Pharmaceuticals, Inc.(AMRX)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
Amneal Pharmaceuticals, Inc.的季度营收约是Essex Property Trust的1.5倍($722.5M vs $479.6M),Essex Property Trust净利率更高(17.9% vs 10.8%,领先7.1%),Essex Property Trust同比增速更快(5.5% vs 3.9%),过去两年Essex Property Trust的营收复合增速更高(6.0% vs 1.5%)
Amneal Pharmaceuticals是一家美国上市制药企业,核心业务涵盖仿制药及专科药物的研发、生产与分销,总部位于新泽西州布里奇沃特,是美国规模最大的仿制药生产商之一。
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。
AMRX vs ESS — 直观对比
营收规模更大
AMRX
是对方的1.5倍
$479.6M
营收增速更快
ESS
高出1.6%
3.9%
净利率更高
ESS
高出7.1%
10.8%
两年增速更快
ESS
近两年复合增速
1.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $722.5M | $479.6M |
| 净利润 | $78.0M | $85.7M |
| 毛利率 | 44.3% | 70.0% |
| 营业利润率 | — | 31.7% |
| 净利率 | 10.8% | 17.9% |
| 营收同比 | 3.9% | 5.5% |
| 净利润同比 | 217.0% | -71.6% |
| 每股收益(稀释后) | $0.19 | $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
AMRX
ESS
| Q1 26 | $722.5M | — | ||
| Q4 25 | $814.3M | $479.6M | ||
| Q3 25 | $784.5M | $473.3M | ||
| Q2 25 | $724.5M | $469.8M | ||
| Q1 25 | $695.4M | $464.6M | ||
| Q4 24 | $730.5M | $454.5M | ||
| Q3 24 | $702.5M | $450.7M | ||
| Q2 24 | $701.8M | $442.4M |
净利润
AMRX
ESS
| Q1 26 | $78.0M | — | ||
| Q4 25 | $35.1M | $85.7M | ||
| Q3 25 | $2.4M | $172.7M | ||
| Q2 25 | $22.4M | $231.5M | ||
| Q1 25 | $12.2M | $212.8M | ||
| Q4 24 | $-31.1M | $301.7M | ||
| Q3 24 | $-156.0K | $125.5M | ||
| Q2 24 | $6.0M | $99.0M |
毛利率
AMRX
ESS
| Q1 26 | 44.3% | — | ||
| Q4 25 | 36.5% | 70.0% | ||
| Q3 25 | 34.9% | 69.2% | ||
| Q2 25 | 39.5% | 70.7% | ||
| Q1 25 | 36.8% | 69.6% | ||
| Q4 24 | 36.0% | 70.0% | ||
| Q3 24 | 38.4% | 69.5% | ||
| Q2 24 | 35.6% | 70.8% |
营业利润率
AMRX
ESS
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | 31.7% | ||
| Q3 25 | 9.0% | 44.5% | ||
| Q2 25 | 15.4% | 59.5% | ||
| Q1 25 | 14.4% | 55.3% | ||
| Q4 24 | 10.4% | 67.0% | ||
| Q3 24 | 12.6% | 28.6% | ||
| Q2 24 | 13.6% | 31.1% |
净利率
AMRX
ESS
| Q1 26 | 10.8% | — | ||
| Q4 25 | 4.3% | 17.9% | ||
| Q3 25 | 0.3% | 36.5% | ||
| Q2 25 | 3.1% | 49.3% | ||
| Q1 25 | 1.8% | 45.8% | ||
| Q4 24 | -4.3% | 66.4% | ||
| Q3 24 | -0.0% | 27.8% | ||
| Q2 24 | 0.9% | 22.4% |
每股收益(稀释后)
AMRX
ESS
| Q1 26 | $0.19 | — | ||
| Q4 25 | $0.10 | $1.24 | ||
| Q3 25 | $0.01 | $2.56 | ||
| Q2 25 | $0.07 | $3.44 | ||
| Q1 25 | $0.04 | $3.16 | ||
| Q4 24 | $-0.10 | $4.00 | ||
| Q3 24 | $0.00 | $1.84 | ||
| Q2 24 | $0.02 | $1.45 |
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 | — | $76.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $5.5B |
| 总资产 | — | $13.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
AMRX
ESS
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | $76.2M | ||
| Q3 25 | $201.2M | $66.0M | ||
| Q2 25 | $71.5M | $58.7M | ||
| Q1 25 | $59.2M | $98.7M | ||
| Q4 24 | $110.6M | $66.8M | ||
| Q3 24 | $74.0M | $71.3M | ||
| Q2 24 | $43.8M | $55.2M |
总债务
AMRX
ESS
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $2.6B | $6.4B | ||
| Q2 25 | $2.2B | $6.4B | ||
| Q1 25 | $2.2B | $6.8B | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.4B | $6.4B | ||
| Q2 24 | $2.4B | $6.2B |
股东权益
AMRX
ESS
| Q1 26 | — | — | ||
| Q4 25 | $-70.8M | $5.5B | ||
| Q3 25 | $-109.5M | $5.6B | ||
| Q2 25 | $-112.1M | $5.6B | ||
| Q1 25 | $-131.7M | $5.6B | ||
| Q4 24 | $-109.3M | $5.5B | ||
| Q3 24 | $-93.4M | $5.4B | ||
| Q2 24 | $-57.5M | $5.5B |
总资产
AMRX
ESS
| Q1 26 | — | — | ||
| Q4 25 | $3.7B | $13.2B | ||
| Q3 25 | $3.6B | $13.2B | ||
| Q2 25 | $3.4B | $13.2B | ||
| Q1 25 | $3.4B | $13.2B | ||
| Q4 24 | $3.5B | $12.9B | ||
| Q3 24 | $3.5B | $12.6B | ||
| Q2 24 | $3.5B | $12.5B |
负债/权益比
AMRX
ESS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× |
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 | — | $1.1B |
| 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 | — | — |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
AMRX
ESS
| Q1 26 | — | — | ||
| Q4 25 | $130.3M | $1.1B | ||
| Q3 25 | $118.5M | $342.6M | ||
| Q2 25 | $83.8M | $216.1M | ||
| Q1 25 | $7.4M | $281.5M | ||
| Q4 24 | $118.1M | $1.1B | ||
| Q3 24 | $141.8M | $316.2M | ||
| Q2 24 | $39.7M | $218.9M |
自由现金流
AMRX
ESS
| Q1 26 | — | — | ||
| Q4 25 | $108.5M | — | ||
| Q3 25 | $106.2M | — | ||
| Q2 25 | $61.0M | — | ||
| Q1 25 | $-5.8M | — | ||
| Q4 24 | $102.9M | — | ||
| Q3 24 | $124.8M | — | ||
| Q2 24 | $29.0M | — |
自由现金流率
AMRX
ESS
| Q1 26 | — | — | ||
| Q4 25 | 13.3% | — | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 8.4% | — | ||
| Q1 25 | -0.8% | — | ||
| Q4 24 | 14.1% | — | ||
| Q3 24 | 17.8% | — | ||
| Q2 24 | 4.1% | — |
资本支出强度
AMRX
ESS
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 1.5% | — |
现金转化率
AMRX
ESS
| Q1 26 | — | — | ||
| Q4 25 | 3.72× | 12.53× | ||
| Q3 25 | 50.00× | 1.98× | ||
| Q2 25 | 3.74× | 0.93× | ||
| Q1 25 | 0.61× | 1.32× | ||
| Q4 24 | — | 3.54× | ||
| Q3 24 | — | 2.52× | ||
| Q2 24 | 6.62× | 2.21× |
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
AMRX
| Affordable Medicines net | $423.0M | 59% |
| AvKARE net | $166.0M | 23% |
| Specialty net | $133.0M | 18% |
ESS
暂无分部数据