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AeroVironment Inc（AVAV）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AeroVironment Inc的1.0倍（$479.6M vs $472.5M），Essex Property Trust净利率更高（17.9% vs -3.6%，领先21.5%），AeroVironment Inc同比增速更快（181.9% vs 5.5%），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 6.0%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
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。
AVAV vs ESS — 直观对比
营收规模更大
ESS
是对方的1.0倍
$472.5M
营收增速更快
AVAV
高出176.3%
5.5%
净利率更高
ESS
高出21.5%
-3.6%
两年增速更快
AVAV
近两年复合增速
6.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $479.6M |
| 净利润 | $-17.1M | $85.7M |
| 毛利率 | 22.0% | 70.0% |
| 营业利润率 | -6.4% | 31.7% |
| 净利率 | -3.6% | 17.9% |
| 营收同比 | 181.9% | 5.5% |
| 净利润同比 | -875.1% | -71.6% |
| 每股收益（稀释后） | $-0.34 | $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AVAVESS
| Q4 25 | $472.5M | $479.6M | ||
| Q3 25 | $454.7M | $473.3M | ||
| Q2 25 | $275.1M | $469.8M | ||
| Q1 25 | $167.6M | $464.6M | ||
| Q4 24 | $188.5M | $454.5M | ||
| Q3 24 | $189.5M | $450.7M | ||
| Q2 24 | $197.0M | $442.4M | ||
| Q1 24 | $186.6M | $426.9M |
净利润AVAVESS
| Q4 25 | $-17.1M | $85.7M | ||
| Q3 25 | $-67.4M | $172.7M | ||
| Q2 25 | $16.7M | $231.5M | ||
| Q1 25 | $-1.8M | $212.8M | ||
| Q4 24 | $7.5M | $301.7M | ||
| Q3 24 | $21.2M | $125.5M | ||
| Q2 24 | $6.0M | $99.0M | ||
| Q1 24 | $13.9M | $285.1M |
毛利率AVAVESS
| Q4 25 | 22.0% | 70.0% | ||
| Q3 25 | 20.9% | 69.2% | ||
| Q2 25 | 36.5% | 70.7% | ||
| Q1 25 | 37.7% | 69.6% | ||
| Q4 24 | 39.1% | 70.0% | ||
| Q3 24 | 43.0% | 69.5% | ||
| Q2 24 | 38.4% | 70.8% | ||
| Q1 24 | 36.1% | 69.7% |
营业利润率AVAVESS
| Q4 25 | -6.4% | 31.7% | ||
| Q3 25 | -15.2% | 44.5% | ||
| Q2 25 | 5.0% | 59.5% | ||
| Q1 25 | -1.8% | 55.3% | ||
| Q4 24 | 3.7% | 67.0% | ||
| Q3 24 | 12.2% | 28.6% | ||
| Q2 24 | 3.0% | 31.1% | ||
| Q1 24 | 7.7% | 31.0% |
净利率AVAVESS
| Q4 25 | -3.6% | 17.9% | ||
| Q3 25 | -14.8% | 36.5% | ||
| Q2 25 | 6.1% | 49.3% | ||
| Q1 25 | -1.0% | 45.8% | ||
| Q4 24 | 4.0% | 66.4% | ||
| Q3 24 | 11.2% | 27.8% | ||
| Q2 24 | 3.1% | 22.4% | ||
| Q1 24 | 7.4% | 66.8% |
每股收益（稀释后）AVAVESS
| Q4 25 | $-0.34 | $1.24 | ||
| Q3 25 | $-1.44 | $2.56 | ||
| Q2 25 | $0.59 | $3.44 | ||
| Q1 25 | $-0.06 | $3.16 | ||
| Q4 24 | $0.27 | $4.00 | ||
| Q3 24 | $0.75 | $1.84 | ||
| Q2 24 | $0.18 | $1.45 | ||
| Q1 24 | $0.50 | $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 | $588.5M | $76.2M |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $5.5B |
| 总资产 | $5.6B | $13.2B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVESS
| Q4 25 | $588.5M | $76.2M | ||
| Q3 25 | $685.8M | $66.0M | ||
| Q2 25 | $40.9M | $58.7M | ||
| Q1 25 | $47.0M | $98.7M | ||
| Q4 24 | $69.0M | $66.8M | ||
| Q3 24 | $81.2M | $71.3M | ||
| Q2 24 | $73.3M | $55.2M | ||
| Q1 24 | $107.7M | $499.0M |
总债务AVAVESS
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | $6.4B | ||
| Q2 25 | $30.0M | $6.4B | ||
| Q1 25 | $25.0M | $6.8B | ||
| Q4 24 | $15.0M | — | ||
| Q3 24 | $17.5M | $6.4B | ||
| Q2 24 | $28.0M | $6.2B | ||
| Q1 24 | $40.0M | $6.6B |
股东权益AVAVESS
| Q4 25 | $4.4B | $5.5B | ||
| Q3 25 | $4.4B | $5.6B | ||
| Q2 25 | $886.5M | $5.6B | ||
| Q1 25 | $861.1M | $5.6B | ||
| Q4 24 | $858.4M | $5.5B | ||
| Q3 24 | $845.5M | $5.4B | ||
| Q2 24 | $822.7M | $5.5B | ||
| Q1 24 | $813.0M | $5.5B |
总资产AVAVESS
| Q4 25 | $5.6B | $13.2B | ||
| Q3 25 | $5.6B | $13.2B | ||
| Q2 25 | $1.1B | $13.2B | ||
| Q1 25 | $1.0B | $13.2B | ||
| Q4 24 | $1.0B | $12.9B | ||
| Q3 24 | $999.2M | $12.6B | ||
| Q2 24 | $1.0B | $12.5B | ||
| Q1 24 | $980.3M | $12.9B |
负债/权益比AVAVESS
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | 1.15× | ||
| Q2 25 | 0.03× | 1.14× | ||
| Q1 25 | 0.03× | 1.22× | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | 1.18× | ||
| Q2 24 | 0.03× | 1.13× | ||
| Q1 24 | 0.05× | 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 | $-45.1M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | — |
| 自由现金流率自由现金流/营收 | -11.8% | — |
| 资本支出强度资本支出/营收 | 2.3% | — |
| 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 | $-240.7M | — |
8季度趋势，按日历期对齐
经营现金流AVAVESS
| Q4 25 | $-45.1M | $1.1B | ||
| Q3 25 | $-123.7M | $342.6M | ||
| Q2 25 | $-264.0K | $216.1M | ||
| Q1 25 | $-25.8M | $281.5M | ||
| Q4 24 | $-3.6M | $1.1B | ||
| Q3 24 | $28.4M | $316.2M | ||
| Q2 24 | $-11.7M | $218.9M | ||
| Q1 24 | $52.6M | $314.9M |
自由现金流AVAVESS
| Q4 25 | $-55.9M | — | ||
| Q3 25 | $-146.5M | — | ||
| Q2 25 | $-8.8M | — | ||
| Q1 25 | $-29.6M | — | ||
| Q4 24 | $-8.7M | — | ||
| Q3 24 | $22.9M | — | ||
| Q2 24 | $-20.8M | — | ||
| Q1 24 | $48.8M | — |
自由现金流率AVAVESS
| Q4 25 | -11.8% | — | ||
| Q3 25 | -32.2% | — | ||
| Q2 25 | -3.2% | — | ||
| Q1 25 | -17.7% | — | ||
| Q4 24 | -4.6% | — | ||
| Q3 24 | 12.1% | — | ||
| Q2 24 | -10.5% | — | ||
| Q1 24 | 26.1% | — |
资本支出强度AVAVESS
| Q4 25 | 2.3% | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 2.9% | — | ||
| Q2 24 | 4.6% | — | ||
| Q1 24 | 2.0% | — |
现金转化率AVAVESS
| Q4 25 | — | 12.53× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | -0.02× | 0.93× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | -0.48× | 3.54× | ||
| Q3 24 | 1.34× | 2.52× | ||
| Q2 24 | -1.93× | 2.21× | ||
| Q1 24 | 3.79× | 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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
ESS
暂无分部数据
