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BRADY CORP（BRC）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BRADY CORP的1.2倍（$479.6M vs $405.3M），Essex Property Trust净利率更高（17.9% vs 13.3%，领先4.6%），BRADY CORP同比增速更快（7.5% vs 5.5%），过去两年BRADY CORP的营收复合增速更高（12.1% vs 6.0%）
布雷迪公司是美国特种产品、技术设备及标识解决方案供应商，1914年创立，总部位于威斯康星州密尔沃基，在美洲、欧洲、亚洲、澳洲拥有6600名员工，业务覆盖全球，为各行业客户提供工作场景所需的零部件标识相关产品与服务。
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。
BRC vs ESS — 直观对比
营收规模更大
ESS
是对方的1.2倍
$405.3M
营收增速更快
BRC
高出1.9%
5.5%
净利率更高
ESS
高出4.6%
13.3%
两年增速更快
BRC
近两年复合增速
6.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $405.3M | $479.6M |
| 净利润 | $53.9M | $85.7M |
| 毛利率 | 51.5% | 70.0% |
| 营业利润率 | 16.8% | 31.7% |
| 净利率 | 13.3% | 17.9% |
| 营收同比 | 7.5% | 5.5% |
| 净利润同比 | 15.3% | -71.6% |
| 每股收益（稀释后） | — | $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BRCESS
| Q4 25 | $405.3M | $479.6M | ||
| Q3 25 | $397.3M | $473.3M | ||
| Q2 25 | $382.6M | $469.8M | ||
| Q1 25 | $356.7M | $464.6M | ||
| Q4 24 | $377.1M | $454.5M | ||
| Q3 24 | $343.4M | $450.7M | ||
| Q2 24 | $343.4M | $442.4M | ||
| Q1 24 | $322.6M | $426.9M |
净利润BRCESS
| Q4 25 | $53.9M | $85.7M | ||
| Q3 25 | $49.9M | $172.7M | ||
| Q2 25 | $52.3M | $231.5M | ||
| Q1 25 | $40.3M | $212.8M | ||
| Q4 24 | $46.8M | $301.7M | ||
| Q3 24 | $55.5M | $125.5M | ||
| Q2 24 | $50.9M | $99.0M | ||
| Q1 24 | $43.6M | $285.1M |
毛利率BRCESS
| Q4 25 | 51.5% | 70.0% | ||
| Q3 25 | 50.4% | 69.2% | ||
| Q2 25 | 51.0% | 70.7% | ||
| Q1 25 | 49.3% | 69.6% | ||
| Q4 24 | 50.3% | 70.0% | ||
| Q3 24 | 51.6% | 69.5% | ||
| Q2 24 | 51.6% | 70.8% | ||
| Q1 24 | 50.2% | 69.7% |
营业利润率BRCESS
| Q4 25 | 16.8% | 31.7% | ||
| Q3 25 | 14.9% | 44.5% | ||
| Q2 25 | 17.6% | 59.5% | ||
| Q1 25 | 14.4% | 55.3% | ||
| Q4 24 | 15.6% | 67.0% | ||
| Q3 24 | 19.3% | 28.6% | ||
| Q2 24 | 18.5% | 31.1% | ||
| Q1 24 | 16.7% | 31.0% |
净利率BRCESS
| Q4 25 | 13.3% | 17.9% | ||
| Q3 25 | 12.6% | 36.5% | ||
| Q2 25 | 13.7% | 49.3% | ||
| Q1 25 | 11.3% | 45.8% | ||
| Q4 24 | 12.4% | 66.4% | ||
| Q3 24 | 16.1% | 27.8% | ||
| Q2 24 | 14.8% | 22.4% | ||
| Q1 24 | 13.5% | 66.8% |
每股收益（稀释后）BRCESS
| Q4 25 | — | $1.24 | ||
| Q3 25 | — | $2.56 | ||
| Q2 25 | — | $3.44 | ||
| Q1 25 | — | $3.16 | ||
| Q4 24 | — | $4.00 | ||
| Q3 24 | — | $1.84 | ||
| Q2 24 | — | $1.45 | ||
| Q1 24 | — | $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 | $182.7M | $76.2M |
| 总债务越低越好 | $115.9M | — |
| 股东权益账面价值 | $1.2B | $5.5B |
| 总资产 | $1.8B | $13.2B |
| 负债/权益比越低杠杆越低 | 0.09× | — |
8季度趋势，按日历期对齐
现金及短期投资BRCESS
| Q4 25 | $182.7M | $76.2M | ||
| Q3 25 | $174.3M | $66.0M | ||
| Q2 25 | $152.2M | $58.7M | ||
| Q1 25 | $138.5M | $98.7M | ||
| Q4 24 | $145.7M | $66.8M | ||
| Q3 24 | $250.1M | $71.3M | ||
| Q2 24 | $160.5M | $55.2M | ||
| Q1 24 | $143.9M | $499.0M |
总债务BRCESS
| Q4 25 | $115.9M | — | ||
| Q3 25 | $99.8M | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | $90.9M | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.6B |
股东权益BRCESS
| Q4 25 | $1.2B | $5.5B | ||
| Q3 25 | $1.2B | $5.6B | ||
| Q2 25 | $1.2B | $5.6B | ||
| Q1 25 | $1.1B | $5.6B | ||
| Q4 24 | $1.1B | $5.5B | ||
| Q3 24 | $1.1B | $5.4B | ||
| Q2 24 | $1.0B | $5.5B | ||
| Q1 24 | $1.0B | $5.5B |
总资产BRCESS
| Q4 25 | $1.8B | $13.2B | ||
| Q3 25 | $1.7B | $13.2B | ||
| Q2 25 | $1.7B | $13.2B | ||
| Q1 25 | $1.6B | $13.2B | ||
| Q4 24 | $1.6B | $12.9B | ||
| Q3 24 | $1.5B | $12.6B | ||
| Q2 24 | $1.4B | $12.5B | ||
| Q1 24 | $1.4B | $12.9B |
负债/权益比BRCESS
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.08× | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.09× | 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 | $33.4M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $22.4M | — |
| 自由现金流率自由现金流/营收 | 5.5% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 现金转化率经营现金流/净利润 | 0.62× | 12.53× |
| 过去12个月自由现金流最近4个季度 | $159.9M | — |
8季度趋势，按日历期对齐
经营现金流BRCESS
| Q4 25 | $33.4M | $1.1B | ||
| Q3 25 | $58.3M | $342.6M | ||
| Q2 25 | $59.9M | $216.1M | ||
| Q1 25 | $39.6M | $281.5M | ||
| Q4 24 | $23.4M | $1.1B | ||
| Q3 24 | $84.0M | $316.2M | ||
| Q2 24 | $72.7M | $218.9M | ||
| Q1 24 | $36.1M | $314.9M |
自由现金流BRCESS
| Q4 25 | $22.4M | — | ||
| Q3 25 | $49.4M | — | ||
| Q2 25 | $55.6M | — | ||
| Q1 25 | $32.5M | — | ||
| Q4 24 | $16.1M | — | ||
| Q3 24 | $73.2M | — | ||
| Q2 24 | $64.4M | — | ||
| Q1 24 | $-13.5M | — |
自由现金流率BRCESS
| Q4 25 | 5.5% | — | ||
| Q3 25 | 12.4% | — | ||
| Q2 25 | 14.5% | — | ||
| Q1 25 | 9.1% | — | ||
| Q4 24 | 4.3% | — | ||
| Q3 24 | 21.3% | — | ||
| Q2 24 | 18.8% | — | ||
| Q1 24 | -4.2% | — |
资本支出强度BRCESS
| Q4 25 | 2.7% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.9% | — | ||
| Q3 24 | 3.1% | — | ||
| Q2 24 | 2.4% | — | ||
| Q1 24 | 15.4% | — |
现金转化率BRCESS
| Q4 25 | 0.62× | 12.53× | ||
| Q3 25 | 1.17× | 1.98× | ||
| Q2 25 | 1.15× | 0.93× | ||
| Q1 25 | 0.98× | 1.32× | ||
| Q4 24 | 0.50× | 3.54× | ||
| Q3 24 | 1.51× | 2.52× | ||
| Q2 24 | 1.43× | 2.21× | ||
| Q1 24 | 0.83× | 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
BRC
| Americas Asia | $215.1M | 53% |
| Europe Australia | $119.9M | 30% |
| Other | $70.2M | 17% |
ESS
暂无分部数据
