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BLACKBAUD INC（BLKB）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BLACKBAUD INC的1.7倍（$479.6M vs $281.1M），Essex Property Trust净利率更高（17.9% vs 11.1%，领先6.8%），Essex Property Trust同比增速更快（5.5% vs 4.2%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -1.1%）
Blackbaud是全球知名的云服务提供商，专注为非营利组织、基金会、企业、教育机构、医疗机构、宗教团体及个人公益推动者提供技术支持，旗下产品覆盖筹款、网站管理、客户关系管理、数据分析、财务管理、票务系统、教育管理等多元场景。
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。
BLKB vs ESS — 直观对比
营收规模更大
ESS
是对方的1.7倍
$281.1M
营收增速更快
ESS
高出1.4%
4.2%
净利率更高
ESS
高出6.8%
11.1%
两年增速更快
ESS
近两年复合增速
-1.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $281.1M | $479.6M |
| 净利润 | $31.1M | $85.7M |
| 毛利率 | 59.2% | 70.0% |
| 营业利润率 | 18.3% | 31.7% |
| 净利率 | 11.1% | 17.9% |
| 营收同比 | 4.2% | 5.5% |
| 净利润同比 | 620.3% | -71.6% |
| 每股收益（稀释后） | $0.67 | $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BLKBESS
| Q1 26 | $281.1M | — | ||
| Q4 25 | $295.3M | $479.6M | ||
| Q3 25 | $281.1M | $473.3M | ||
| Q2 25 | $282.0M | $469.8M | ||
| Q1 25 | $269.9M | $464.6M | ||
| Q4 24 | $302.1M | $454.5M | ||
| Q3 24 | $286.6M | $450.7M | ||
| Q2 24 | $287.3M | $442.4M |
净利润BLKBESS
| Q1 26 | $31.1M | — | ||
| Q4 25 | $36.7M | $85.7M | ||
| Q3 25 | $47.5M | $172.7M | ||
| Q2 25 | $26.5M | $231.5M | ||
| Q1 25 | $4.3M | $212.8M | ||
| Q4 24 | $-346.4M | $301.7M | ||
| Q3 24 | $18.3M | $125.5M | ||
| Q2 24 | $21.2M | $99.0M |
毛利率BLKBESS
| Q1 26 | 59.2% | — | ||
| Q4 25 | 58.3% | 70.0% | ||
| Q3 25 | 59.6% | 69.2% | ||
| Q2 25 | 59.7% | 70.7% | ||
| Q1 25 | 57.5% | 69.6% | ||
| Q4 24 | 53.8% | 70.0% | ||
| Q3 24 | 54.9% | 69.5% | ||
| Q2 24 | 56.0% | 70.8% |
营业利润率BLKBESS
| Q1 26 | 18.3% | — | ||
| Q4 25 | 20.0% | 31.7% | ||
| Q3 25 | 19.4% | 44.5% | ||
| Q2 25 | 20.3% | 59.5% | ||
| Q1 25 | 7.3% | 55.3% | ||
| Q4 24 | -121.5% | 67.0% | ||
| Q3 24 | 14.4% | 28.6% | ||
| Q2 24 | 14.4% | 31.1% |
净利率BLKBESS
| Q1 26 | 11.1% | — | ||
| Q4 25 | 12.4% | 17.9% | ||
| Q3 25 | 16.9% | 36.5% | ||
| Q2 25 | 9.4% | 49.3% | ||
| Q1 25 | 1.6% | 45.8% | ||
| Q4 24 | -114.6% | 66.4% | ||
| Q3 24 | 6.4% | 27.8% | ||
| Q2 24 | 7.4% | 22.4% |
每股收益（稀释后）BLKBESS
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.75 | $1.24 | ||
| Q3 25 | $0.98 | $2.56 | ||
| Q2 25 | $0.55 | $3.44 | ||
| Q1 25 | $0.09 | $3.16 | ||
| Q4 24 | $-6.82 | $4.00 | ||
| Q3 24 | $0.35 | $1.84 | ||
| Q2 24 | $0.41 | $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 | $34.1M | $76.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $34.6M | $5.5B |
| 总资产 | $2.1B | $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BLKBESS
| Q1 26 | $34.1M | — | ||
| Q4 25 | $38.9M | $76.2M | ||
| Q3 25 | $38.3M | $66.0M | ||
| Q2 25 | $41.6M | $58.7M | ||
| Q1 25 | $37.2M | $98.7M | ||
| Q4 24 | $67.6M | $66.8M | ||
| Q3 24 | $34.6M | $71.3M | ||
| Q2 24 | $30.4M | $55.2M |
总债务BLKBESS
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.0B | $6.4B | ||
| Q2 24 | $1.0B | $6.2B |
股东权益BLKBESS
| Q1 26 | $34.6M | — | ||
| Q4 25 | $85.1M | $5.5B | ||
| Q3 25 | $108.2M | $5.6B | ||
| Q2 25 | $72.7M | $5.6B | ||
| Q1 25 | $17.5M | $5.6B | ||
| Q4 24 | $126.8M | $5.5B | ||
| Q3 24 | $544.8M | $5.4B | ||
| Q2 24 | $577.5M | $5.5B |
总资产BLKBESS
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.4B | $13.2B | ||
| Q3 25 | $2.1B | $13.2B | ||
| Q2 25 | $2.6B | $13.2B | ||
| Q1 25 | $2.1B | $13.2B | ||
| Q4 24 | $2.5B | $12.9B | ||
| Q3 24 | $2.6B | $12.6B | ||
| Q2 24 | $3.0B | $12.5B |
负债/权益比BLKBESS
| Q1 26 | — | — | ||
| Q4 25 | 13.06× | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | 8.50× | — | ||
| Q3 24 | 1.84× | 1.18× | ||
| Q2 24 | 1.78× | 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 | $51.5M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $37.0M | — |
| 自由现金流率自由现金流/营收 | 13.2% | — |
| 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 | 1.65× | 12.53× |
| 过去12个月自由现金流最近4个季度 | $294.1M | — |
8季度趋势，按日历期对齐
经营现金流BLKBESS
| Q1 26 | $51.5M | — | ||
| Q4 25 | $58.0M | $1.1B | ||
| Q3 25 | $139.2M | $342.6M | ||
| Q2 25 | $66.9M | $216.1M | ||
| Q1 25 | $1.4M | $281.5M | ||
| Q4 24 | $73.6M | $1.1B | ||
| Q3 24 | $104.0M | $316.2M | ||
| Q2 24 | $53.1M | $218.9M |
自由现金流BLKBESS
| Q1 26 | $37.0M | — | ||
| Q4 25 | $55.0M | — | ||
| Q3 25 | $135.7M | — | ||
| Q2 25 | $66.3M | — | ||
| Q1 25 | $712.0K | — | ||
| Q4 24 | $73.4M | — | ||
| Q3 24 | $102.9M | — | ||
| Q2 24 | $48.0M | — |
自由现金流率BLKBESS
| Q1 26 | 13.2% | — | ||
| Q4 25 | 18.6% | — | ||
| Q3 25 | 48.3% | — | ||
| Q2 25 | 23.5% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 24.3% | — | ||
| Q3 24 | 35.9% | — | ||
| Q2 24 | 16.7% | — |
资本支出强度BLKBESS
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 1.8% | — |
现金转化率BLKBESS
| Q1 26 | 1.65× | — | ||
| Q4 25 | 1.58× | 12.53× | ||
| Q3 25 | 2.93× | 1.98× | ||
| Q2 25 | 2.53× | 0.93× | ||
| Q1 25 | 0.32× | 1.32× | ||
| Q4 24 | — | 3.54× | ||
| Q3 24 | 5.69× | 2.52× | ||
| Q2 24 | 2.50× | 2.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
