vs
Andersons, Inc.（ANDE）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
Essex Property Trust的季度营收约是Andersons, Inc.的1.5倍（$479.6M vs $329.5M），Andersons, Inc.净利率更高（20.5% vs 17.9%，领先2.6%），Essex Property Trust同比增速更快（5.5% vs -2.4%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -1.8%）
安德森公司（The Andersons, Inc.）是1947年成立的美国农业企业，总部位于俄亥俄州莫米。公司起源于1940年代服务粮食行业的安德森货运站，是深耕农业领域的多元化企业，业务覆盖大宗商品贸易、可再生能源以及植物营养板块。
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。
ANDE vs ESS — 直观对比
营收规模更大
ESS
是对方的1.5倍
$329.5M
营收增速更快
ESS
高出7.9%
-2.4%
净利率更高
ANDE
高出2.6%
17.9%
两年增速更快
ESS
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $329.5M | $479.6M |
| 净利润 | $67.4M | $85.7M |
| 毛利率 | 70.3% | 70.0% |
| 营业利润率 | 26.6% | 31.7% |
| 净利率 | 20.5% | 17.9% |
| 营收同比 | -2.4% | 5.5% |
| 净利润同比 | 49.6% | -71.6% |
| 每股收益（稀释后） | — | $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ANDEESS
| Q4 25 | $329.5M | $479.6M | ||
| Q3 25 | $295.8M | $473.3M | ||
| Q2 25 | $535.0M | $469.8M | ||
| Q1 25 | $370.8M | $464.6M | ||
| Q4 24 | $337.5M | $454.5M | ||
| Q3 24 | $231.9M | $450.7M | ||
| Q2 24 | $492.5M | $442.4M | ||
| Q1 24 | $341.4M | $426.9M |
净利润ANDEESS
| Q4 25 | $67.4M | $85.7M | ||
| Q3 25 | $20.1M | $172.7M | ||
| Q2 25 | $7.9M | $231.5M | ||
| Q1 25 | $284.0K | $212.8M | ||
| Q4 24 | $45.1M | $301.7M | ||
| Q3 24 | $27.4M | $125.5M | ||
| Q2 24 | $36.0M | $99.0M | ||
| Q1 24 | $5.6M | $285.1M |
毛利率ANDEESS
| Q4 25 | 70.3% | 70.0% | ||
| Q3 25 | 57.8% | 69.2% | ||
| Q2 25 | 29.6% | 70.7% | ||
| Q1 25 | 41.2% | 69.6% | ||
| Q4 24 | 63.1% | 70.0% | ||
| Q3 24 | 76.4% | 69.5% | ||
| Q2 24 | 35.6% | 70.8% | ||
| Q1 24 | 37.6% | 69.7% |
营业利润率ANDEESS
| Q4 25 | 26.6% | 31.7% | ||
| Q3 25 | 8.7% | 44.5% | ||
| Q2 25 | 4.6% | 59.5% | ||
| Q1 25 | 0.9% | 55.3% | ||
| Q4 24 | 19.9% | 67.0% | ||
| Q3 24 | 26.8% | 28.6% | ||
| Q2 24 | 11.6% | 31.1% | ||
| Q1 24 | 4.1% | 31.0% |
净利率ANDEESS
| Q4 25 | 20.5% | 17.9% | ||
| Q3 25 | 6.8% | 36.5% | ||
| Q2 25 | 1.5% | 49.3% | ||
| Q1 25 | 0.1% | 45.8% | ||
| Q4 24 | 13.4% | 66.4% | ||
| Q3 24 | 11.8% | 27.8% | ||
| Q2 24 | 7.3% | 22.4% | ||
| Q1 24 | 1.6% | 66.8% |
每股收益（稀释后）ANDEESS
| Q4 25 | — | $1.24 | ||
| Q3 25 | $0.59 | $2.56 | ||
| Q2 25 | $0.23 | $3.44 | ||
| Q1 25 | $0.01 | $3.16 | ||
| Q4 24 | $1.31 | $4.00 | ||
| Q3 24 | $0.80 | $1.84 | ||
| Q2 24 | $1.05 | $1.45 | ||
| Q1 24 | $0.16 | $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 | $98.3M | $76.2M |
| 总债务越低越好 | $560.0M | — |
| 股东权益账面价值 | $1.2B | $5.5B |
| 总资产 | $3.7B | $13.2B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资ANDEESS
| Q4 25 | $98.3M | $76.2M | ||
| Q3 25 | — | $66.0M | ||
| Q2 25 | — | $58.7M | ||
| Q1 25 | — | $98.7M | ||
| Q4 24 | $561.8M | $66.8M | ||
| Q3 24 | — | $71.3M | ||
| Q2 24 | — | $55.2M | ||
| Q1 24 | — | $499.0M |
总债务ANDEESS
| Q4 25 | $560.0M | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | $608.2M | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.6B |
股东权益ANDEESS
| Q4 25 | $1.2B | $5.5B | ||
| Q3 25 | $1.2B | $5.6B | ||
| Q2 25 | $1.4B | $5.6B | ||
| Q1 25 | $1.4B | $5.6B | ||
| Q4 24 | $1.4B | $5.5B | ||
| Q3 24 | $1.3B | $5.4B | ||
| Q2 24 | $1.3B | $5.5B | ||
| Q1 24 | $1.3B | $5.5B |
总资产ANDEESS
| Q4 25 | $3.7B | $13.2B | ||
| Q3 25 | $3.3B | $13.2B | ||
| Q2 25 | $3.4B | $13.2B | ||
| Q1 25 | $3.8B | $13.2B | ||
| Q4 24 | $4.1B | $12.9B | ||
| Q3 24 | $3.4B | $12.6B | ||
| Q2 24 | $3.3B | $12.5B | ||
| Q1 24 | $3.3B | $12.9B |
负债/权益比ANDEESS
| Q4 25 | 0.45× | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 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 | $-6.2M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $-77.1M | — |
| 自由现金流率自由现金流/营收 | -23.4% | — |
| 资本支出强度资本支出/营收 | 21.5% | — |
| 现金转化率经营现金流/净利润 | -0.09× | 12.53× |
| 过去12个月自由现金流最近4个季度 | $-56.1M | — |
8季度趋势，按日历期对齐
经营现金流ANDEESS
| Q4 25 | $-6.2M | $1.1B | ||
| Q3 25 | $233.9M | $342.6M | ||
| Q2 25 | $299.3M | $216.1M | ||
| Q1 25 | $-350.0M | $281.5M | ||
| Q4 24 | $268.8M | $1.1B | ||
| Q3 24 | $-2.1M | $316.2M | ||
| Q2 24 | $304.4M | $218.9M | ||
| Q1 24 | $-239.6M | $314.9M |
自由现金流ANDEESS
| Q4 25 | $-77.1M | — | ||
| Q3 25 | $167.0M | — | ||
| Q2 25 | $250.5M | — | ||
| Q1 25 | $-396.6M | — | ||
| Q4 24 | $212.9M | — | ||
| Q3 24 | $-40.0M | — | ||
| Q2 24 | $275.8M | — | ||
| Q1 24 | $-266.4M | — |
自由现金流率ANDEESS
| Q4 25 | -23.4% | — | ||
| Q3 25 | 56.5% | — | ||
| Q2 25 | 46.8% | — | ||
| Q1 25 | -106.9% | — | ||
| Q4 24 | 63.1% | — | ||
| Q3 24 | -17.2% | — | ||
| Q2 24 | 56.0% | — | ||
| Q1 24 | -78.0% | — |
资本支出强度ANDEESS
| Q4 25 | 21.5% | — | ||
| Q3 25 | 22.6% | — | ||
| Q2 25 | 9.1% | — | ||
| Q1 25 | 12.6% | — | ||
| Q4 24 | 16.6% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 5.8% | — | ||
| Q1 24 | 7.8% | — |
现金转化率ANDEESS
| Q4 25 | -0.09× | 12.53× | ||
| Q3 25 | 11.61× | 1.98× | ||
| Q2 25 | 38.10× | 0.93× | ||
| Q1 25 | -1232.46× | 1.32× | ||
| Q4 24 | 5.96× | 3.54× | ||
| Q3 24 | -0.08× | 2.52× | ||
| Q2 24 | 8.46× | 2.21× | ||
| Q1 24 | -42.94× | 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
ANDE
| Specialty And Primary Nutrients | $137.1M | 42% |
| Premium Ingredients | $66.1M | 20% |
| Segment Reporting Reconciling Item Other | $63.2M | 19% |
| Other | $63.1M | 19% |
ESS
暂无分部数据
