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达尔科技（DIOD）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的季度营收约是达尔科技的1.2倍（$479.6M vs $391.6M），Essex Property Trust净利率更高（17.9% vs 2.6%，领先15.3%），达尔科技同比增速更快（15.4% vs 5.5%），过去两年达尔科技的营收复合增速更高（13.9% vs 6.0%）
达尔科技是一家全球性半导体制造商，主营分立器件、模拟及混合信号半导体产品的设计、生产与销售，产品广泛应用于汽车、工业、消费电子、计算及通信基础设施等核心领域，服务全球各地客户。
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。
DIOD vs ESS — 直观对比
营收规模更大
ESS
是对方的1.2倍
$391.6M
营收增速更快
DIOD
高出9.9%
5.5%
净利率更高
ESS
高出15.3%
2.6%
两年增速更快
DIOD
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $391.6M | $479.6M |
| 净利润 | $10.2M | $85.7M |
| 毛利率 | 31.1% | 70.0% |
| 营业利润率 | 3.4% | 31.7% |
| 净利率 | 2.6% | 17.9% |
| 营收同比 | 15.4% | 5.5% |
| 净利润同比 | 23.8% | -71.6% |
| 每股收益（稀释后） | $0.23 | $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DIODESS
| Q4 25 | $391.6M | $479.6M | ||
| Q3 25 | $392.2M | $473.3M | ||
| Q2 25 | $366.2M | $469.8M | ||
| Q1 25 | $332.1M | $464.6M | ||
| Q4 24 | $339.3M | $454.5M | ||
| Q3 24 | $350.1M | $450.7M | ||
| Q2 24 | $319.8M | $442.4M | ||
| Q1 24 | $302.0M | $426.9M |
净利润DIODESS
| Q4 25 | $10.2M | $85.7M | ||
| Q3 25 | $14.3M | $172.7M | ||
| Q2 25 | $46.1M | $231.5M | ||
| Q1 25 | $-4.4M | $212.8M | ||
| Q4 24 | $8.2M | $301.7M | ||
| Q3 24 | $13.7M | $125.5M | ||
| Q2 24 | $8.0M | $99.0M | ||
| Q1 24 | $14.0M | $285.1M |
毛利率DIODESS
| Q4 25 | 31.1% | 70.0% | ||
| Q3 25 | 30.7% | 69.2% | ||
| Q2 25 | 31.5% | 70.7% | ||
| Q1 25 | 31.5% | 69.6% | ||
| Q4 24 | 32.7% | 70.0% | ||
| Q3 24 | 33.7% | 69.5% | ||
| Q2 24 | 33.6% | 70.8% | ||
| Q1 24 | 33.0% | 69.7% |
营业利润率DIODESS
| Q4 25 | 3.4% | 31.7% | ||
| Q3 25 | 3.0% | 44.5% | ||
| Q2 25 | 2.6% | 59.5% | ||
| Q1 25 | 0.4% | 55.3% | ||
| Q4 24 | 3.5% | 67.0% | ||
| Q3 24 | 6.2% | 28.6% | ||
| Q2 24 | 1.2% | 31.1% | ||
| Q1 24 | 4.3% | 31.0% |
净利率DIODESS
| Q4 25 | 2.6% | 17.9% | ||
| Q3 25 | 3.6% | 36.5% | ||
| Q2 25 | 12.6% | 49.3% | ||
| Q1 25 | -1.3% | 45.8% | ||
| Q4 24 | 2.4% | 66.4% | ||
| Q3 24 | 3.9% | 27.8% | ||
| Q2 24 | 2.5% | 22.4% | ||
| Q1 24 | 4.6% | 66.8% |
每股收益（稀释后）DIODESS
| Q4 25 | $0.23 | $1.24 | ||
| Q3 25 | $0.31 | $2.56 | ||
| Q2 25 | $0.99 | $3.44 | ||
| Q1 25 | $-0.10 | $3.16 | ||
| Q4 24 | $0.18 | $4.00 | ||
| Q3 24 | $0.30 | $1.84 | ||
| Q2 24 | $0.17 | $1.45 | ||
| Q1 24 | $0.30 | $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 | $377.0M | $76.2M |
| 总债务越低越好 | $25.7M | — |
| 股东权益账面价值 | $1.9B | $5.5B |
| 总资产 | $2.4B | $13.2B |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势，按日历期对齐
现金及短期投资DIODESS
| Q4 25 | $377.0M | $76.2M | ||
| Q3 25 | $386.4M | $66.0M | ||
| Q2 25 | $327.3M | $58.7M | ||
| Q1 25 | $343.9M | $98.7M | ||
| Q4 24 | $316.1M | $66.8M | ||
| Q3 24 | $319.3M | $71.3M | ||
| Q2 24 | $273.9M | $55.2M | ||
| Q1 24 | $276.0M | $499.0M |
总债务DIODESS
| Q4 25 | $25.7M | — | ||
| Q3 25 | $24.9M | $6.4B | ||
| Q2 25 | $26.4M | $6.4B | ||
| Q1 25 | $20.5M | $6.8B | ||
| Q4 24 | $20.7M | — | ||
| Q3 24 | $22.2M | $6.4B | ||
| Q2 24 | $20.3M | $6.2B | ||
| Q1 24 | $20.9M | $6.6B |
股东权益DIODESS
| Q4 25 | $1.9B | $5.5B | ||
| Q3 25 | $1.9B | $5.6B | ||
| Q2 25 | $1.9B | $5.6B | ||
| Q1 25 | $1.8B | $5.6B | ||
| Q4 24 | $1.8B | $5.5B | ||
| Q3 24 | $1.8B | $5.4B | ||
| Q2 24 | $1.8B | $5.5B | ||
| Q1 24 | $1.7B | $5.5B |
总资产DIODESS
| Q4 25 | $2.4B | $13.2B | ||
| Q3 25 | $2.5B | $13.2B | ||
| Q2 25 | $2.5B | $13.2B | ||
| Q1 25 | $2.4B | $13.2B | ||
| Q4 24 | $2.4B | $12.9B | ||
| Q3 24 | $2.4B | $12.6B | ||
| Q2 24 | $2.4B | $12.5B | ||
| Q1 24 | $2.4B | $12.9B |
负债/权益比DIODESS
| Q4 25 | 0.01× | — | ||
| Q3 25 | 0.01× | 1.15× | ||
| Q2 25 | 0.01× | 1.14× | ||
| Q1 25 | 0.01× | 1.22× | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | 0.01× | 1.18× | ||
| Q2 24 | 0.01× | 1.13× | ||
| Q1 24 | 0.01× | 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 | $38.1M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $12.4M | — |
| 自由现金流率自由现金流/营收 | 3.2% | — |
| 资本支出强度资本支出/营收 | 6.6% | — |
| 现金转化率经营现金流/净利润 | 3.74× | 12.53× |
| 过去12个月自由现金流最近4个季度 | $137.2M | — |
8季度趋势，按日历期对齐
经营现金流DIODESS
| Q4 25 | $38.1M | $1.1B | ||
| Q3 25 | $79.1M | $342.6M | ||
| Q2 25 | $41.5M | $216.1M | ||
| Q1 25 | $56.7M | $281.5M | ||
| Q4 24 | $81.8M | $1.1B | ||
| Q3 24 | $54.4M | $316.2M | ||
| Q2 24 | $14.4M | $218.9M | ||
| Q1 24 | $-31.1M | $314.9M |
自由现金流DIODESS
| Q4 25 | $12.4M | — | ||
| Q3 25 | $62.8M | — | ||
| Q2 25 | $21.1M | — | ||
| Q1 25 | $40.8M | — | ||
| Q4 24 | $62.1M | — | ||
| Q3 24 | $39.4M | — | ||
| Q2 24 | $-3.5M | — | ||
| Q1 24 | $-51.5M | — |
自由现金流率DIODESS
| Q4 25 | 3.2% | — | ||
| Q3 25 | 16.0% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 18.3% | — | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | -1.1% | — | ||
| Q1 24 | -17.1% | — |
资本支出强度DIODESS
| Q4 25 | 6.6% | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | 5.6% | — | ||
| Q1 25 | 4.8% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 5.6% | — | ||
| Q1 24 | 6.7% | — |
现金转化率DIODESS
| Q4 25 | 3.74× | 12.53× | ||
| Q3 25 | 5.54× | 1.98× | ||
| Q2 25 | 0.90× | 0.93× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | 9.93× | 3.54× | ||
| Q3 24 | 3.95× | 2.52× | ||
| Q2 24 | 1.80× | 2.21× | ||
| Q1 24 | -2.22× | 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
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
ESS
暂无分部数据
