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BOX INC（BOX）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BOX INC的1.6倍（$479.6M vs $301.1M），Essex Property Trust净利率更高（17.9% vs 4.0%，领先13.9%），BOX INC同比增速更快（9.1% vs 5.5%），过去两年BOX INC的营收复合增速更高（7.0% vs 6.0%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
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。
BOX vs ESS — 直观对比
营收规模更大
ESS
是对方的1.6倍
$301.1M
营收增速更快
BOX
高出3.6%
5.5%
净利率更高
ESS
高出13.9%
4.0%
两年增速更快
BOX
近两年复合增速
6.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $479.6M |
| 净利润 | $12.1M | $85.7M |
| 毛利率 | 79.6% | 70.0% |
| 营业利润率 | 8.3% | 31.7% |
| 净利率 | 4.0% | 17.9% |
| 营收同比 | 9.1% | 5.5% |
| 净利润同比 | -6.4% | -71.6% |
| 每股收益（稀释后） | $0.05 | $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BOXESS
| Q4 25 | $301.1M | $479.6M | ||
| Q3 25 | $294.0M | $473.3M | ||
| Q2 25 | $276.3M | $469.8M | ||
| Q1 25 | $279.5M | $464.6M | ||
| Q4 24 | $275.9M | $454.5M | ||
| Q3 24 | $270.0M | $450.7M | ||
| Q2 24 | $264.7M | $442.4M | ||
| Q1 24 | $262.9M | $426.9M |
净利润BOXESS
| Q4 25 | $12.1M | $85.7M | ||
| Q3 25 | $13.4M | $172.7M | ||
| Q2 25 | $8.2M | $231.5M | ||
| Q1 25 | $194.0M | $212.8M | ||
| Q4 24 | $12.9M | $301.7M | ||
| Q3 24 | $20.5M | $125.5M | ||
| Q2 24 | $17.2M | $99.0M | ||
| Q1 24 | $99.2M | $285.1M |
毛利率BOXESS
| Q4 25 | 79.6% | 70.0% | ||
| Q3 25 | 79.1% | 69.2% | ||
| Q2 25 | 78.0% | 70.7% | ||
| Q1 25 | 79.0% | 69.6% | ||
| Q4 24 | 79.9% | 70.0% | ||
| Q3 24 | 79.4% | 69.5% | ||
| Q2 24 | 78.0% | 70.8% | ||
| Q1 24 | 76.1% | 69.7% |
营业利润率BOXESS
| Q4 25 | 8.3% | 31.7% | ||
| Q3 25 | 7.0% | 44.5% | ||
| Q2 25 | 2.3% | 59.5% | ||
| Q1 25 | 6.4% | 55.3% | ||
| Q4 24 | 8.5% | 67.0% | ||
| Q3 24 | 7.5% | 28.6% | ||
| Q2 24 | 6.8% | 31.1% | ||
| Q1 24 | 8.1% | 31.0% |
净利率BOXESS
| Q4 25 | 4.0% | 17.9% | ||
| Q3 25 | 4.6% | 36.5% | ||
| Q2 25 | 3.0% | 49.3% | ||
| Q1 25 | 69.4% | 45.8% | ||
| Q4 24 | 4.7% | 66.4% | ||
| Q3 24 | 7.6% | 27.8% | ||
| Q2 24 | 6.5% | 22.4% | ||
| Q1 24 | 37.7% | 66.8% |
每股收益（稀释后）BOXESS
| Q4 25 | $0.05 | $1.24 | ||
| Q3 25 | $0.05 | $2.56 | ||
| Q2 25 | $0.02 | $3.44 | ||
| Q1 25 | $1.13 | $3.16 | ||
| Q4 24 | $0.05 | $4.00 | ||
| Q3 24 | $0.10 | $1.84 | ||
| Q2 24 | $0.08 | $1.45 | ||
| Q1 24 | $0.57 | $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 | $729.6M | $76.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-286.6M | $5.5B |
| 总资产 | $1.6B | $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BOXESS
| Q4 25 | $729.6M | $76.2M | ||
| Q3 25 | $757.9M | $66.0M | ||
| Q2 25 | $790.4M | $58.7M | ||
| Q1 25 | $722.8M | $98.7M | ||
| Q4 24 | $697.9M | $66.8M | ||
| Q3 24 | $482.2M | $71.3M | ||
| Q2 24 | $566.1M | $55.2M | ||
| Q1 24 | $480.7M | $499.0M |
总债务BOXESS
| Q4 25 | — | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.6B |
股东权益BOXESS
| Q4 25 | $-286.6M | $5.5B | ||
| Q3 25 | $-269.4M | $5.6B | ||
| Q2 25 | $-280.1M | $5.6B | ||
| Q1 25 | $-297.0M | $5.6B | ||
| Q4 24 | $-479.9M | $5.5B | ||
| Q3 24 | $-439.4M | $5.4B | ||
| Q2 24 | $-397.9M | $5.5B | ||
| Q1 24 | $-431.1M | $5.5B |
总资产BOXESS
| Q4 25 | $1.6B | $13.2B | ||
| Q3 25 | $1.6B | $13.2B | ||
| Q2 25 | $1.6B | $13.2B | ||
| Q1 25 | $1.7B | $13.2B | ||
| Q4 24 | $1.4B | $12.9B | ||
| Q3 24 | $1.1B | $12.6B | ||
| Q2 24 | $1.2B | $12.5B | ||
| Q1 24 | $1.2B | $12.9B |
负债/权益比BOXESS
| Q4 25 | — | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 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 | $73.0M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $71.3M | — |
| 自由现金流率自由现金流/营收 | 23.7% | — |
| 资本支出强度资本支出/营收 | 0.6% | — |
| 现金转化率经营现金流/净利润 | 6.05× | 12.53× |
| 过去12个月自由现金流最近4个季度 | $343.5M | — |
8季度趋势，按日历期对齐
经营现金流BOXESS
| Q4 25 | $73.0M | $1.1B | ||
| Q3 25 | $46.0M | $342.6M | ||
| Q2 25 | $127.1M | $216.1M | ||
| Q1 25 | $102.2M | $281.5M | ||
| Q4 24 | $62.6M | $1.1B | ||
| Q3 24 | $36.3M | $316.2M | ||
| Q2 24 | $131.2M | $218.9M | ||
| Q1 24 | $89.3M | $314.9M |
自由现金流BOXESS
| Q4 25 | $71.3M | — | ||
| Q3 25 | $43.9M | — | ||
| Q2 25 | $126.7M | — | ||
| Q1 25 | $101.5M | — | ||
| Q4 24 | $62.3M | — | ||
| Q3 24 | $35.9M | — | ||
| Q2 24 | $129.9M | — | ||
| Q1 24 | $89.1M | — |
自由现金流率BOXESS
| Q4 25 | 23.7% | — | ||
| Q3 25 | 14.9% | — | ||
| Q2 25 | 45.9% | — | ||
| Q1 25 | 36.3% | — | ||
| Q4 24 | 22.6% | — | ||
| Q3 24 | 13.3% | — | ||
| Q2 24 | 49.1% | — | ||
| Q1 24 | 33.9% | — |
资本支出强度BOXESS
| Q4 25 | 0.6% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.5% | — | ||
| Q1 24 | 0.1% | — |
现金转化率BOXESS
| Q4 25 | 6.05× | 12.53× | ||
| Q3 25 | 3.42× | 1.98× | ||
| Q2 25 | 15.51× | 0.93× | ||
| Q1 25 | 0.53× | 1.32× | ||
| Q4 24 | 4.85× | 3.54× | ||
| Q3 24 | 1.77× | 2.52× | ||
| Q2 24 | 7.62× | 2.21× | ||
| Q1 24 | 0.90× | 1.10× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
