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百通（BDC）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
百通的季度营收约是Essex Property Trust的1.5倍（$696.4M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 7.3%，领先10.5%），百通同比增速更快（11.4% vs 5.5%），过去两年百通的营收复合增速更高（7.3% vs 6.0%）
百通公司是美国上市跨国企业，专注于端到端网络、安全及连接产品的设计、生产与销售，业务覆盖工业自动化解决方案、智能建筑、宽带及5G三大核心领域，为各行业客户提供可靠的通信连接相关产品与服务。
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。
BDC vs ESS — 直观对比
营收规模更大
BDC
是对方的1.5倍
$479.6M
营收增速更快
BDC
高出5.9%
5.5%
净利率更高
ESS
高出10.5%
7.3%
两年增速更快
BDC
近两年复合增速
6.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $696.4M | $479.6M |
| 净利润 | $51.0M | $85.7M |
| 毛利率 | 37.1% | 70.0% |
| 营业利润率 | 11.2% | 31.7% |
| 净利率 | 7.3% | 17.9% |
| 营收同比 | 11.4% | 5.5% |
| 净利润同比 | -1.8% | -71.6% |
| 每股收益（稀释后） | $1.30 | $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BDCESS
| Q1 26 | $696.4M | — | ||
| Q4 25 | $720.1M | $479.6M | ||
| Q3 25 | $698.2M | $473.3M | ||
| Q2 25 | $672.0M | $469.8M | ||
| Q1 25 | $624.9M | $464.6M | ||
| Q4 24 | $666.0M | $454.5M | ||
| Q3 24 | $654.9M | $450.7M | ||
| Q2 24 | $604.3M | $442.4M |
净利润BDCESS
| Q1 26 | $51.0M | — | ||
| Q4 25 | $67.9M | $85.7M | ||
| Q3 25 | $56.7M | $172.7M | ||
| Q2 25 | $61.0M | $231.5M | ||
| Q1 25 | $51.9M | $212.8M | ||
| Q4 24 | $58.4M | $301.7M | ||
| Q3 24 | $53.7M | $125.5M | ||
| Q2 24 | $49.0M | $99.0M |
毛利率BDCESS
| Q1 26 | 37.1% | — | ||
| Q4 25 | 36.6% | 70.0% | ||
| Q3 25 | 37.7% | 69.2% | ||
| Q2 25 | 38.5% | 70.7% | ||
| Q1 25 | 39.3% | 69.6% | ||
| Q4 24 | 37.5% | 70.0% | ||
| Q3 24 | 37.3% | 69.5% | ||
| Q2 24 | 37.5% | 70.8% |
营业利润率BDCESS
| Q1 26 | 11.2% | — | ||
| Q4 25 | 12.2% | 31.7% | ||
| Q3 25 | 10.9% | 44.5% | ||
| Q2 25 | 11.8% | 59.5% | ||
| Q1 25 | 11.6% | 55.3% | ||
| Q4 24 | 10.4% | 67.0% | ||
| Q3 24 | 11.5% | 28.6% | ||
| Q2 24 | 11.4% | 31.1% |
净利率BDCESS
| Q1 26 | 7.3% | — | ||
| Q4 25 | 9.4% | 17.9% | ||
| Q3 25 | 8.1% | 36.5% | ||
| Q2 25 | 9.1% | 49.3% | ||
| Q1 25 | 8.3% | 45.8% | ||
| Q4 24 | 8.8% | 66.4% | ||
| Q3 24 | 8.2% | 27.8% | ||
| Q2 24 | 8.1% | 22.4% |
每股收益（稀释后）BDCESS
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.70 | $1.24 | ||
| Q3 25 | $1.41 | $2.56 | ||
| Q2 25 | $1.53 | $3.44 | ||
| Q1 25 | $1.27 | $3.16 | ||
| Q4 24 | $1.41 | $4.00 | ||
| Q3 24 | $1.30 | $1.84 | ||
| Q2 24 | $1.19 | $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 | $272.2M | $76.2M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $1.3B | $5.5B |
| 总资产 | — | $13.2B |
| 负债/权益比越低杠杆越低 | 0.98× | — |
8季度趋势，按日历期对齐
现金及短期投资BDCESS
| Q1 26 | $272.2M | — | ||
| Q4 25 | $389.9M | $76.2M | ||
| Q3 25 | $314.3M | $66.0M | ||
| Q2 25 | $301.5M | $58.7M | ||
| Q1 25 | $259.0M | $98.7M | ||
| Q4 24 | $370.3M | $66.8M | ||
| Q3 24 | $323.0M | $71.3M | ||
| Q2 24 | $564.8M | $55.2M |
总债务BDCESS
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B |
股东权益BDCESS
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $5.5B | ||
| Q3 25 | $1.2B | $5.6B | ||
| Q2 25 | $1.2B | $5.6B | ||
| Q1 25 | $1.2B | $5.6B | ||
| Q4 24 | $1.3B | $5.5B | ||
| Q3 24 | $1.2B | $5.4B | ||
| Q2 24 | $1.2B | $5.5B |
总资产BDCESS
| Q1 26 | — | — | ||
| Q4 25 | $3.5B | $13.2B | ||
| Q3 25 | $3.4B | $13.2B | ||
| Q2 25 | $3.4B | $13.2B | ||
| Q1 25 | $3.3B | $13.2B | ||
| Q4 24 | $3.3B | $12.9B | ||
| Q3 24 | $3.3B | $12.6B | ||
| Q2 24 | $3.5B | $12.5B |
负债/权益比BDCESS
| Q1 26 | 0.98× | — | ||
| 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 | $-63.1M | — |
| 自由现金流率自由现金流/营收 | -9.1% | — |
| 资本支出强度资本支出/营收 | 6.4% | — |
| 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 | $180.4M | — |
8季度趋势，按日历期对齐
经营现金流BDCESS
| Q1 26 | — | — | ||
| Q4 25 | $160.4M | $1.1B | ||
| Q3 25 | $105.0M | $342.6M | ||
| Q2 25 | $82.0M | $216.1M | ||
| Q1 25 | $7.4M | $281.5M | ||
| Q4 24 | $174.7M | $1.1B | ||
| Q3 24 | $91.7M | $316.2M | ||
| Q2 24 | $83.0M | $218.9M |
自由现金流BDCESS
| Q1 26 | $-63.1M | — | ||
| Q4 25 | $121.3M | — | ||
| Q3 25 | $65.3M | — | ||
| Q2 25 | $56.9M | — | ||
| Q1 25 | $-24.8M | — | ||
| Q4 24 | $116.4M | — | ||
| Q3 24 | $67.2M | — | ||
| Q2 24 | $61.0M | — |
自由现金流率BDCESS
| Q1 26 | -9.1% | — | ||
| Q4 25 | 16.8% | — | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 8.5% | — | ||
| Q1 25 | -4.0% | — | ||
| Q4 24 | 17.5% | — | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 10.1% | — |
资本支出强度BDCESS
| Q1 26 | 6.4% | — | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | 5.7% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 8.8% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 3.6% | — |
现金转化率BDCESS
| Q1 26 | — | — | ||
| Q4 25 | 2.36× | 12.53× | ||
| Q3 25 | 1.85× | 1.98× | ||
| Q2 25 | 1.34× | 0.93× | ||
| Q1 25 | 0.14× | 1.32× | ||
| Q4 24 | 2.99× | 3.54× | ||
| Q3 24 | 1.71× | 2.52× | ||
| Q2 24 | 1.69× | 2.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
