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AdvanSix Inc.(ASIX)与Empire State Realty Trust, Inc.(ESRT)财务数据对比。点击上方公司名可切换其他公司
AdvanSix Inc.的季度营收约是Empire State Realty Trust, Inc.的1.9倍($359.9M vs $190.3M),Empire State Realty Trust, Inc.净利率更高(1.6% vs -0.8%,领先2.3%),AdvanSix Inc.同比增速更快(9.4% vs 5.7%),过去两年AdvanSix Inc.的营收复合增速更高(3.4% vs 0.2%)
AdvanSix Inc.是一家美国化工企业,主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部,于2016年分拆独立,2019年预估营收达14亿美元,其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
帝国州房地产信托是一家美国房地产投资信托企业,持有并运营纽约大都会区的优质办公、零售及住宅物业,旗下资产包括地标性建筑帝国大厦,主打可持续运营模式,服务各类租户及住户,专注实现长期资产增值。
ASIX vs ESRT — 直观对比
营收规模更大
ASIX
是对方的1.9倍
$190.3M
营收增速更快
ASIX
高出3.7%
5.7%
净利率更高
ESRT
高出2.3%
-0.8%
两年增速更快
ASIX
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $359.9M | $190.3M |
| 净利润 | $-2.8M | $3.0M |
| 毛利率 | 7.6% | — |
| 营业利润率 | -0.7% | 15.5% |
| 净利率 | -0.8% | 1.6% |
| 营收同比 | 9.4% | 5.7% |
| 净利润同比 | -892.9% | -73.7% |
| 每股收益(稀释后) | $-0.11 | $0.20 |
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
ASIX
ESRT
| Q1 26 | — | $190.3M | ||
| Q4 25 | $359.9M | $199.2M | ||
| Q3 25 | $374.5M | $197.7M | ||
| Q2 25 | $410.0M | $191.3M | ||
| Q1 25 | $377.8M | $180.1M | ||
| Q4 24 | $329.1M | $197.6M | ||
| Q3 24 | $398.2M | $199.6M | ||
| Q2 24 | $453.5M | $189.5M |
净利润
ASIX
ESRT
| Q1 26 | — | $3.0M | ||
| Q4 25 | $-2.8M | $32.2M | ||
| Q3 25 | $-2.6M | $13.6M | ||
| Q2 25 | $31.4M | $11.4M | ||
| Q1 25 | $23.3M | $15.8M | ||
| Q4 24 | $352.0K | $18.8M | ||
| Q3 24 | $22.3M | $22.8M | ||
| Q2 24 | $38.9M | $28.6M |
毛利率
ASIX
ESRT
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | — | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 14.3% | — | ||
| Q1 25 | 14.2% | — | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 14.4% | — | ||
| Q2 24 | 17.9% | — |
营业利润率
ASIX
ESRT
| Q1 26 | — | 15.5% | ||
| Q4 25 | -0.7% | 17.8% | ||
| Q3 25 | -0.9% | 19.9% | ||
| Q2 25 | 7.7% | 18.4% | ||
| Q1 25 | 7.7% | 14.3% | ||
| Q4 24 | -3.9% | 21.7% | ||
| Q3 24 | 7.5% | 22.7% | ||
| Q2 24 | 11.5% | 20.8% |
净利率
ASIX
ESRT
| Q1 26 | — | 1.6% | ||
| Q4 25 | -0.8% | 16.1% | ||
| Q3 25 | -0.7% | 6.9% | ||
| Q2 25 | 7.7% | 6.0% | ||
| Q1 25 | 6.2% | 8.8% | ||
| Q4 24 | 0.1% | 9.5% | ||
| Q3 24 | 5.6% | 11.4% | ||
| Q2 24 | 8.6% | 15.1% |
每股收益(稀释后)
ASIX
ESRT
| Q1 26 | — | $0.20 | ||
| Q4 25 | $-0.11 | $0.11 | ||
| Q3 25 | $-0.10 | $0.05 | ||
| Q2 25 | $1.15 | $0.04 | ||
| Q1 25 | $0.86 | $0.05 | ||
| Q4 24 | $0.02 | $0.07 | ||
| Q3 24 | $0.82 | $0.08 | ||
| Q2 24 | $1.43 | $0.10 |
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 | $19.8M | $68.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $815.2M | $1.8B |
| 总资产 | $1.7B | $4.4B |
| 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
ASIX
ESRT
| Q1 26 | — | $68.8M | ||
| Q4 25 | $19.8M | $132.7M | ||
| Q3 25 | $23.7M | $154.1M | ||
| Q2 25 | $18.4M | $94.6M | ||
| Q1 25 | $8.3M | $187.8M | ||
| Q4 24 | $19.6M | $385.5M | ||
| Q3 24 | $17.3M | $421.9M | ||
| Q2 24 | $12.1M | $535.5M |
股东权益
ASIX
ESRT
| Q1 26 | — | $1.8B | ||
| Q4 25 | $815.2M | $1.1B | ||
| Q3 25 | $818.2M | $1.0B | ||
| Q2 25 | $823.7M | $1.0B | ||
| Q1 25 | $794.4M | $1.0B | ||
| Q4 24 | $774.6M | $1.0B | ||
| Q3 24 | $766.4M | $1.0B | ||
| Q2 24 | $746.6M | $1.0B |
总资产
ASIX
ESRT
| Q1 26 | — | $4.4B | ||
| Q4 25 | $1.7B | $4.5B | ||
| Q3 25 | $1.7B | $4.1B | ||
| Q2 25 | $1.6B | $4.1B | ||
| Q1 25 | $1.6B | $4.1B | ||
| Q4 24 | $1.6B | $4.5B | ||
| Q3 24 | $1.5B | $4.4B | ||
| Q2 24 | $1.5B | $4.4B |
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 | $63.7M | — |
| 自由现金流经营现金流 - 资本支出 | $36.1M | — |
| 自由现金流率自由现金流/营收 | 10.0% | — |
| 资本支出强度资本支出/营收 | 7.7% | 10.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $6.4M | — |
8季度趋势,按日历期对齐
经营现金流
ASIX
ESRT
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $249.1M | ||
| Q3 25 | $26.6M | $105.3M | ||
| Q2 25 | $21.1M | $26.7M | ||
| Q1 25 | $11.4M | $83.1M | ||
| Q4 24 | $64.2M | $260.9M | ||
| Q3 24 | $57.3M | $102.8M | ||
| Q2 24 | $50.2M | $37.1M |
自由现金流
ASIX
ESRT
| Q1 26 | — | — | ||
| Q4 25 | $36.1M | $50.6M | ||
| Q3 25 | $66.0K | $72.8M | ||
| Q2 25 | $-7.2M | $-55.1M | ||
| Q1 25 | $-22.6M | $41.1M | ||
| Q4 24 | $29.8M | $88.0M | ||
| Q3 24 | $26.8M | $-65.1M | ||
| Q2 24 | $16.7M | $19.5M |
自由现金流率
ASIX
ESRT
| Q1 26 | — | — | ||
| Q4 25 | 10.0% | 25.4% | ||
| Q3 25 | 0.0% | 36.8% | ||
| Q2 25 | -1.7% | -28.8% | ||
| Q1 25 | -6.0% | 22.8% | ||
| Q4 24 | 9.1% | 44.5% | ||
| Q3 24 | 6.7% | -32.6% | ||
| Q2 24 | 3.7% | 10.3% |
资本支出强度
ASIX
ESRT
| Q1 26 | — | 10.0% | ||
| Q4 25 | 7.7% | 99.6% | ||
| Q3 25 | 7.1% | 16.5% | ||
| Q2 25 | 6.9% | 42.8% | ||
| Q1 25 | 9.0% | 23.4% | ||
| Q4 24 | 10.4% | 87.5% | ||
| Q3 24 | 7.7% | 84.1% | ||
| Q2 24 | 7.4% | 9.3% |
现金转化率
ASIX
ESRT
| Q1 26 | — | — | ||
| Q4 25 | — | 7.74× | ||
| Q3 25 | — | 7.72× | ||
| Q2 25 | 0.67× | 2.35× | ||
| Q1 25 | 0.49× | 5.27× | ||
| Q4 24 | 182.29× | 13.88× | ||
| Q3 24 | 2.57× | 4.51× | ||
| Q2 24 | 1.29× | 1.30× |
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
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
ESRT
| Rental revenue (1) | $166.1M | 87% |
| Observatory revenue | $18.5M | 10% |
| Other revenue and fees | $4.1M | 2% |
| Lease termination fees | $1.4M | 1% |
| Third-party management and other fees | $277.0K | 0% |