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Apple Hospitality REIT, Inc.（APLE）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Apple Hospitality REIT, Inc.的1.5倍（$479.6M vs $326.4M），Essex Property Trust净利率更高（17.9% vs 9.1%，领先8.8%），Essex Property Trust同比增速更快（5.5% vs -2.0%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -8.5%）
莱曼 hospitality properties是一家深耕酒店、度假村、娱乐及媒体领域的企业，得名于旗下核心资产——位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾作为爱德华·盖洛德旗下俄克拉荷马出版公司子公司的时期，1983年收购WSM公司后，拿下大奥普里等知名IP，奠定了如今的业务发展基础。
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。
APLE vs ESS — 直观对比
营收规模更大
ESS
是对方的1.5倍
$326.4M
营收增速更快
ESS
高出7.5%
-2.0%
净利率更高
ESS
高出8.8%
9.1%
两年增速更快
ESS
近两年复合增速
-8.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $326.4M | $479.6M |
| 净利润 | $29.6M | $85.7M |
| 毛利率 | — | 70.0% |
| 营业利润率 | 15.2% | 31.7% |
| 净利率 | 9.1% | 17.9% |
| 营收同比 | -2.0% | 5.5% |
| 净利润同比 | 82.5% | -71.6% |
| 每股收益（稀释后） | $0.13 | $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APLEESS
| Q1 26 | $326.4M | — | ||
| Q4 25 | $326.4M | $479.6M | ||
| Q3 25 | $373.9M | $473.3M | ||
| Q2 25 | $384.4M | $469.8M | ||
| Q1 25 | $327.7M | $464.6M | ||
| Q4 24 | $333.0M | $454.5M | ||
| Q3 24 | $378.8M | $450.7M | ||
| Q2 24 | $390.1M | $442.4M |
净利润APLEESS
| Q1 26 | $29.6M | — | ||
| Q4 25 | $29.6M | $85.7M | ||
| Q3 25 | $50.9M | $172.7M | ||
| Q2 25 | $63.6M | $231.5M | ||
| Q1 25 | $31.2M | $212.8M | ||
| Q4 24 | $29.8M | $301.7M | ||
| Q3 24 | $56.3M | $125.5M | ||
| Q2 24 | $73.9M | $99.0M |
毛利率APLEESS
| Q1 26 | — | — | ||
| Q4 25 | 37.2% | 70.0% | ||
| Q3 25 | 40.6% | 69.2% | ||
| Q2 25 | 42.6% | 70.7% | ||
| Q1 25 | 39.0% | 69.6% | ||
| Q4 24 | 38.6% | 70.0% | ||
| Q3 24 | 41.9% | 69.5% | ||
| Q2 24 | 44.6% | 70.8% |
营业利润率APLEESS
| Q1 26 | 15.2% | — | ||
| Q4 25 | 15.2% | 31.7% | ||
| Q3 25 | 19.4% | 44.5% | ||
| Q2 25 | 22.1% | 59.5% | ||
| Q1 25 | 15.5% | 55.3% | ||
| Q4 24 | 15.0% | 67.0% | ||
| Q3 24 | 20.5% | 28.6% | ||
| Q2 24 | 24.0% | 31.1% |
净利率APLEESS
| Q1 26 | 9.1% | — | ||
| Q4 25 | 9.1% | 17.9% | ||
| Q3 25 | 13.6% | 36.5% | ||
| Q2 25 | 16.6% | 49.3% | ||
| Q1 25 | 9.5% | 45.8% | ||
| Q4 24 | 9.0% | 66.4% | ||
| Q3 24 | 14.9% | 27.8% | ||
| Q2 24 | 19.0% | 22.4% |
每股收益（稀释后）APLEESS
| Q1 26 | $0.13 | — | ||
| Q4 25 | $0.13 | $1.24 | ||
| Q3 25 | $0.21 | $2.56 | ||
| Q2 25 | $0.27 | $3.44 | ||
| Q1 25 | $0.13 | $3.16 | ||
| Q4 24 | $0.13 | $4.00 | ||
| Q3 24 | $0.23 | $1.84 | ||
| Q2 24 | $0.31 | $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 | $8.5M | $76.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $5.5B |
| 总资产 | $4.9B | $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APLEESS
| Q1 26 | $8.5M | — | ||
| Q4 25 | $8.5M | $76.2M | ||
| Q3 25 | $50.3M | $66.0M | ||
| Q2 25 | $7.9M | $58.7M | ||
| Q1 25 | $14.9M | $98.7M | ||
| Q4 24 | $10.3M | $66.8M | ||
| Q3 24 | $6.1M | $71.3M | ||
| Q2 24 | $7.2M | $55.2M |
总债务APLEESS
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $6.4B | ||
| Q2 25 | $1.5B | $6.4B | ||
| Q1 25 | $1.5B | $6.8B | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | $6.4B | ||
| Q2 24 | $1.5B | $6.2B |
股东权益APLEESS
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $5.5B | ||
| Q3 25 | $3.2B | $5.6B | ||
| Q2 25 | $3.2B | $5.6B | ||
| Q1 25 | $3.2B | $5.6B | ||
| Q4 24 | $3.3B | $5.5B | ||
| Q3 24 | $3.3B | $5.4B | ||
| Q2 24 | $3.3B | $5.5B |
总资产APLEESS
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.9B | $13.2B | ||
| Q3 25 | $4.9B | $13.2B | ||
| Q2 25 | $4.9B | $13.2B | ||
| Q1 25 | $4.9B | $13.2B | ||
| Q4 24 | $5.0B | $12.9B | ||
| Q3 24 | $5.0B | $12.6B | ||
| Q2 24 | $5.1B | $12.5B |
负债/权益比APLEESS
| Q1 26 | — | — | ||
| Q4 25 | 0.49× | — | ||
| Q3 25 | 0.47× | 1.15× | ||
| Q2 25 | 0.48× | 1.14× | ||
| Q1 25 | 0.48× | 1.22× | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | 0.46× | 1.18× | ||
| Q2 24 | 0.46× | 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APLEESS
| Q1 26 | — | — | ||
| Q4 25 | $370.2M | $1.1B | ||
| Q3 25 | $126.4M | $342.6M | ||
| Q2 25 | $108.8M | $216.1M | ||
| Q1 25 | $49.1M | $281.5M | ||
| Q4 24 | $405.4M | $1.1B | ||
| Q3 24 | $128.2M | $316.2M | ||
| Q2 24 | $127.3M | $218.9M |
自由现金流APLEESS
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | — | ||
| Q3 25 | $109.0M | — | ||
| Q2 25 | $96.2M | — | ||
| Q1 25 | $29.5M | — | ||
| Q4 24 | $327.1M | — | ||
| Q3 24 | $113.1M | — | ||
| Q2 24 | $115.0M | — |
自由现金流率APLEESS
| Q1 26 | — | — | ||
| Q4 25 | 86.4% | — | ||
| Q3 25 | 29.2% | — | ||
| Q2 25 | 25.0% | — | ||
| Q1 25 | 9.0% | — | ||
| Q4 24 | 98.2% | — | ||
| Q3 24 | 29.9% | — | ||
| Q2 24 | 29.5% | — |
资本支出强度APLEESS
| Q1 26 | — | — | ||
| Q4 25 | 27.0% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 3.2% | — |
现金转化率APLEESS
| Q1 26 | — | — | ||
| Q4 25 | 12.50× | 12.53× | ||
| Q3 25 | 2.49× | 1.98× | ||
| Q2 25 | 1.71× | 0.93× | ||
| Q1 25 | 1.57× | 1.32× | ||
| Q4 24 | 13.59× | 3.54× | ||
| Q3 24 | 2.28× | 2.52× | ||
| Q2 24 | 1.72× | 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
APLE
| Comparable Hotels Total Revenue | $319.2M | 98% |
| Other | $7.1M | 2% |
| RevPAR (Comparable Hotels) | $106.9K | 0% |
ESS
暂无分部数据
