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卡彭特科技（CRS）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
卡彭特科技的季度营收约是Essex Property Trust的1.7倍（$811.5M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 17.2%，领先0.7%），卡彭特科技同比增速更快（11.6% vs 5.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 0.8%）
卡彭特科技是全球特种合金材料供应商，主营不锈钢、耐腐蚀镍、铜、钛合金及3D增材制造用粉末合金的研发、生产与分销。2018财年其营收分布为：航空航天与国防占55%，工业与消费品占17%，医疗占8%，交通、能源各占7%，分销业务占6%。
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。
CRS vs ESS — 直观对比
营收规模更大
CRS
是对方的1.7倍
$479.6M
营收增速更快
CRS
高出6.1%
5.5%
净利率更高
ESS
高出0.7%
17.2%
两年增速更快
ESS
近两年复合增速
0.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $811.5M | $479.6M |
| 净利润 | $139.6M | $85.7M |
| 毛利率 | 31.0% | 70.0% |
| 营业利润率 | 23.0% | 31.7% |
| 净利率 | 17.2% | 17.9% |
| 营收同比 | 11.6% | 5.5% |
| 净利润同比 | 46.3% | -71.6% |
| 每股收益（稀释后） | $2.77 | $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CRSESS
| Q1 26 | $811.5M | — | ||
| Q4 25 | $728.0M | $479.6M | ||
| Q3 25 | $733.7M | $473.3M | ||
| Q2 25 | $755.6M | $469.8M | ||
| Q1 25 | $727.0M | $464.6M | ||
| Q4 24 | $676.9M | $454.5M | ||
| Q3 24 | $717.6M | $450.7M | ||
| Q2 24 | $798.7M | $442.4M |
净利润CRSESS
| Q1 26 | $139.6M | — | ||
| Q4 25 | $105.3M | $85.7M | ||
| Q3 25 | $122.5M | $172.7M | ||
| Q2 25 | $111.7M | $231.5M | ||
| Q1 25 | $95.4M | $212.8M | ||
| Q4 24 | $84.1M | $301.7M | ||
| Q3 24 | $84.8M | $125.5M | ||
| Q2 24 | $93.6M | $99.0M |
毛利率CRSESS
| Q1 26 | 31.0% | — | ||
| Q4 25 | 30.0% | 70.0% | ||
| Q3 25 | 29.5% | 69.2% | ||
| Q2 25 | 28.3% | 70.7% | ||
| Q1 25 | 27.6% | 69.6% | ||
| Q4 24 | 26.2% | 70.0% | ||
| Q3 24 | 24.6% | 69.5% | ||
| Q2 24 | 23.9% | 70.8% |
营业利润率CRSESS
| Q1 26 | 23.0% | — | ||
| Q4 25 | 21.3% | 31.7% | ||
| Q3 25 | 20.9% | 44.5% | ||
| Q2 25 | 20.1% | 59.5% | ||
| Q1 25 | 19.0% | 55.3% | ||
| Q4 24 | 17.6% | 67.0% | ||
| Q3 24 | 15.8% | 28.6% | ||
| Q2 24 | 13.6% | 31.1% |
净利率CRSESS
| Q1 26 | 17.2% | — | ||
| Q4 25 | 14.5% | 17.9% | ||
| Q3 25 | 16.7% | 36.5% | ||
| Q2 25 | 14.8% | 49.3% | ||
| Q1 25 | 13.1% | 45.8% | ||
| Q4 24 | 12.4% | 66.4% | ||
| Q3 24 | 11.8% | 27.8% | ||
| Q2 24 | 11.7% | 22.4% |
每股收益（稀释后）CRSESS
| Q1 26 | $2.77 | — | ||
| Q4 25 | $2.09 | $1.24 | ||
| Q3 25 | $2.43 | $2.56 | ||
| Q2 25 | $2.21 | $3.44 | ||
| Q1 25 | $1.88 | $3.16 | ||
| Q4 24 | $1.66 | $4.00 | ||
| Q3 24 | $1.67 | $1.84 | ||
| Q2 24 | $1.85 | $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 | $294.8M | $76.2M |
| 总债务越低越好 | $690.4M | — |
| 股东权益账面价值 | $2.1B | $5.5B |
| 总资产 | $3.7B | $13.2B |
| 负债/权益比越低杠杆越低 | 0.33× | — |
8季度趋势，按日历期对齐
现金及短期投资CRSESS
| Q1 26 | $294.8M | — | ||
| Q4 25 | $231.9M | $76.2M | ||
| Q3 25 | $208.0M | $66.0M | ||
| Q2 25 | $315.5M | $58.7M | ||
| Q1 25 | $151.5M | $98.7M | ||
| Q4 24 | $162.1M | $66.8M | ||
| Q3 24 | $150.2M | $71.3M | ||
| Q2 24 | $199.1M | $55.2M |
总债务CRSESS
| Q1 26 | $690.4M | — | ||
| 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CRSESS
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $5.5B | ||
| Q3 25 | $1.9B | $5.6B | ||
| Q2 25 | $1.9B | $5.6B | ||
| Q1 25 | $1.8B | $5.6B | ||
| Q4 24 | $1.7B | $5.5B | ||
| Q3 24 | $1.7B | $5.4B | ||
| Q2 24 | $1.6B | $5.5B |
总资产CRSESS
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.5B | $13.2B | ||
| Q3 25 | $3.4B | $13.2B | ||
| Q2 25 | $3.5B | $13.2B | ||
| Q1 25 | $3.4B | $13.2B | ||
| Q4 24 | $3.3B | $12.9B | ||
| Q3 24 | $3.3B | $12.6B | ||
| Q2 24 | $3.3B | $12.5B |
负债/权益比CRSESS
| Q1 26 | 0.33× | — | ||
| 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 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | — | 12.53× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流CRSESS
| Q1 26 | — | — | ||
| Q4 25 | $132.2M | $1.1B | ||
| Q3 25 | $39.2M | $342.6M | ||
| Q2 25 | $258.1M | $216.1M | ||
| Q1 25 | $74.2M | $281.5M | ||
| Q4 24 | $67.9M | $1.1B | ||
| Q3 24 | $40.2M | $316.2M | ||
| Q2 24 | $169.5M | $218.9M |
自由现金流CRSESS
| Q1 26 | — | — | ||
| Q4 25 | $85.9M | — | ||
| Q3 25 | $-3.4M | — | ||
| Q2 25 | $200.2M | — | ||
| Q1 25 | $34.0M | — | ||
| Q4 24 | $38.6M | — | ||
| Q3 24 | $13.3M | — | ||
| Q2 24 | $141.8M | — |
自由现金流率CRSESS
| Q1 26 | — | — | ||
| Q4 25 | 11.8% | — | ||
| Q3 25 | -0.5% | — | ||
| Q2 25 | 26.5% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 5.7% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 17.8% | — |
资本支出强度CRSESS
| Q1 26 | — | — | ||
| Q4 25 | 6.4% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 4.3% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 3.5% | — |
现金转化率CRSESS
| Q1 26 | — | — | ||
| Q4 25 | 1.26× | 12.53× | ||
| Q3 25 | 0.32× | 1.98× | ||
| Q2 25 | 2.31× | 0.93× | ||
| Q1 25 | 0.78× | 1.32× | ||
| Q4 24 | 0.81× | 3.54× | ||
| Q3 24 | 0.47× | 2.52× | ||
| Q2 24 | 1.81× | 2.21× |
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
CRS
| Aerospace and Defense | $435.6M | 54% |
| Surcharge revenue | $155.9M | 19% |
| Industrial and Consumer | $78.1M | 10% |
| Medical | $51.7M | 6% |
| Energy | $50.5M | 6% |
| Distribution | $20.4M | 3% |
| Transportation | $19.3M | 2% |
ESS
暂无分部数据
