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Ecovyst Inc.（ECVT）与Empire State Realty OP, L.P.（ESBA）财务数据对比。点击上方公司名可切换其他公司
Ecovyst Inc.的季度营收约是Empire State Realty OP, L.P.的1.0倍（$199.4M vs $199.2M），Ecovyst Inc.同比增速更快（34.0% vs 0.8%），Empire State Realty OP, L.P.自由现金流更多（$50.6M vs $22.9M），过去两年Ecovyst Inc.的营收复合增速更高（18.7% vs 4.9%）
Ecovyst Inc.是一家全球可持续特种材料供应商，主营高性能催化剂与功能性添加剂的研发、生产，产品服务覆盖工业制造、消费品、环保等核心领域，助力全球客户提升运营效率、降低碳排放。
Empire State Realty OP, L.P. 是一家房地产运营合伙企业，核心业务为持有、管理及出租优质商业与零售物业，主要布局纽约大都会区，旗下拥有帝国大厦等标志性地标，服务企业租户、零售品牌及旅游相关业务板块。
ECVT vs ESBA — 直观对比
营收规模更大
ECVT
是对方的1.0倍
$199.2M
营收增速更快
ECVT
高出33.1%
0.8%
自由现金流更多
ESBA
多$27.6M
$22.9M
两年增速更快
ECVT
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.4M | $199.2M |
| 净利润 | — | $32.2M |
| 毛利率 | 23.4% | — |
| 营业利润率 | 10.9% | 17.8% |
| 净利率 | — | 16.1% |
| 营收同比 | 34.0% | 0.8% |
| 净利润同比 | — | 71.2% |
| 每股收益（稀释后） | $0.06 | $0.11 |
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ECVTESBA
| Q4 25 | $199.4M | $199.2M | ||
| Q3 25 | $204.9M | $197.7M | ||
| Q2 25 | $176.1M | $191.3M | ||
| Q1 25 | $143.1M | $180.1M | ||
| Q4 24 | $148.9M | $197.6M | ||
| Q3 24 | $153.9M | $199.6M | ||
| Q2 24 | $154.0M | $189.5M | ||
| Q1 24 | $141.6M | $181.2M |
净利润ECVTESBA
| Q4 25 | — | $32.2M | ||
| Q3 25 | $-79.3M | $13.6M | ||
| Q2 25 | $6.0M | $11.4M | ||
| Q1 25 | $-3.6M | $15.8M | ||
| Q4 24 | — | $18.8M | ||
| Q3 24 | $14.3M | $22.8M | ||
| Q2 24 | $8.3M | $28.6M | ||
| Q1 24 | $1.2M | $10.2M |
毛利率ECVTESBA
| Q4 25 | 23.4% | — | ||
| Q3 25 | 25.4% | — | ||
| Q2 25 | 22.8% | — | ||
| Q1 25 | 13.3% | — | ||
| Q4 24 | 28.9% | — | ||
| Q3 24 | 29.3% | — | ||
| Q2 24 | 27.3% | — | ||
| Q1 24 | 23.5% | — |
营业利润率ECVTESBA
| Q4 25 | 10.9% | 17.8% | ||
| Q3 25 | 13.8% | 19.9% | ||
| Q2 25 | 9.0% | 18.4% | ||
| Q1 25 | -0.7% | 14.3% | ||
| Q4 24 | 15.1% | 21.7% | ||
| Q3 24 | 17.9% | 22.7% | ||
| Q2 24 | 14.1% | 20.8% | ||
| Q1 24 | 9.5% | 17.1% |
净利率ECVTESBA
| Q4 25 | — | 16.1% | ||
| Q3 25 | -38.7% | 6.9% | ||
| Q2 25 | 3.4% | 6.0% | ||
| Q1 25 | -2.5% | 8.8% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | 9.3% | 11.4% | ||
| Q2 24 | 5.4% | 15.1% | ||
| Q1 24 | 0.9% | 5.6% |
每股收益（稀释后）ECVTESBA
| Q4 25 | $0.06 | $0.11 | ||
| Q3 25 | $-0.69 | $0.05 | ||
| Q2 25 | $0.05 | $0.04 | ||
| Q1 25 | $-0.03 | $0.05 | ||
| Q4 24 | $-0.26 | $0.07 | ||
| Q3 24 | $0.12 | $0.08 | ||
| Q2 24 | $0.07 | $0.10 | ||
| Q1 24 | $0.01 | $0.03 |
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 | $197.2M | $132.7M |
| 总债务越低越好 | $392.6M | — |
| 股东权益账面价值 | $603.4M | — |
| 总资产 | $1.3B | $4.5B |
| 负债/权益比越低杠杆越低 | 0.65× | — |
8季度趋势，按日历期对齐
现金及短期投资ECVTESBA
| Q4 25 | $197.2M | $132.7M | ||
| Q3 25 | $82.0M | $154.1M | ||
| Q2 25 | $69.6M | $94.6M | ||
| Q1 25 | $127.5M | $187.8M | ||
| Q4 24 | $131.4M | $385.5M | ||
| Q3 24 | $123.5M | $421.9M | ||
| Q2 24 | $83.3M | $535.5M | ||
| Q1 24 | $103.1M | $333.6M |
总债务ECVTESBA
| Q4 25 | $392.6M | — | ||
| Q3 25 | $854.8M | — | ||
| Q2 25 | $856.6M | — | ||
| Q1 25 | $859.0M | — | ||
| Q4 24 | $860.8M | — | ||
| Q3 24 | $862.7M | — | ||
| Q2 24 | $862.4M | — | ||
| Q1 24 | $866.2M | — |
股东权益ECVTESBA
| Q4 25 | $603.4M | — | ||
| Q3 25 | $607.9M | — | ||
| Q2 25 | $692.4M | — | ||
| Q1 25 | $698.7M | — | ||
| Q4 24 | $700.5M | — | ||
| Q3 24 | $729.4M | — | ||
| Q2 24 | $717.3M | — | ||
| Q1 24 | $711.4M | — |
总资产ECVTESBA
| Q4 25 | $1.3B | $4.5B | ||
| Q3 25 | $1.7B | $4.1B | ||
| Q2 25 | $1.8B | $4.1B | ||
| Q1 25 | $1.8B | $4.1B | ||
| Q4 24 | $1.8B | $4.5B | ||
| Q3 24 | $1.8B | $4.4B | ||
| Q2 24 | $1.8B | $4.4B | ||
| Q1 24 | $1.8B | $4.2B |
负债/权益比ECVTESBA
| Q4 25 | 0.65× | — | ||
| Q3 25 | 1.41× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 1.23× | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.20× | — | ||
| Q1 24 | 1.22× | — |
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 | $41.8M | $249.1M |
| 自由现金流经营现金流 - 资本支出 | $22.9M | $50.6M |
| 自由现金流率自由现金流/营收 | 11.5% | 25.4% |
| 资本支出强度资本支出/营收 | 9.4% | 99.6% |
| 现金转化率经营现金流/净利润 | — | 7.74× |
| 过去12个月自由现金流最近4个季度 | $69.9M | $109.3M |
8季度趋势，按日历期对齐
经营现金流ECVTESBA
| Q4 25 | $41.8M | $249.1M | ||
| Q3 25 | $55.3M | $105.3M | ||
| Q2 25 | $33.0M | $26.7M | ||
| Q1 25 | $10.3M | $83.1M | ||
| Q4 24 | $43.5M | $260.9M | ||
| Q3 24 | $59.9M | $102.8M | ||
| Q2 24 | $10.0M | $37.1M | ||
| Q1 24 | $36.5M | $70.9M |
自由现金流ECVTESBA
| Q4 25 | $22.9M | $50.6M | ||
| Q3 25 | $53.2M | $72.8M | ||
| Q2 25 | $7.8M | $-55.1M | ||
| Q1 25 | $-14.0M | $41.1M | ||
| Q4 24 | $30.9M | $88.0M | ||
| Q3 24 | $53.6M | $-65.1M | ||
| Q2 24 | $-9.3M | $19.5M | ||
| Q1 24 | $19.1M | $23.2M |
自由现金流率ECVTESBA
| Q4 25 | 11.5% | 25.4% | ||
| Q3 25 | 26.0% | 36.8% | ||
| Q2 25 | 4.4% | -28.8% | ||
| Q1 25 | -9.8% | 22.8% | ||
| Q4 24 | 20.7% | 44.5% | ||
| Q3 24 | 34.9% | -32.6% | ||
| Q2 24 | -6.1% | 10.3% | ||
| Q1 24 | 13.5% | 12.8% |
资本支出强度ECVTESBA
| Q4 25 | 9.4% | 99.6% | ||
| Q3 25 | 1.0% | 16.5% | ||
| Q2 25 | 14.4% | 42.8% | ||
| Q1 25 | 16.9% | 23.4% | ||
| Q4 24 | 8.5% | 87.5% | ||
| Q3 24 | 4.1% | 84.1% | ||
| Q2 24 | 12.5% | 9.3% | ||
| Q1 24 | 12.3% | 26.3% |
现金转化率ECVTESBA
| Q4 25 | — | 7.74× | ||
| Q3 25 | — | 7.72× | ||
| Q2 25 | 5.52× | 2.35× | ||
| Q1 25 | — | 5.27× | ||
| Q4 24 | — | 13.88× | ||
| Q3 24 | 4.21× | 4.51× | ||
| Q2 24 | 1.20× | 1.30× | ||
| Q1 24 | 29.90× | 6.94× |
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
ECVT
| Industrial Mining Automotive | $101.3M | 51% |
| Regeneration And Treatment Services | $90.0M | 45% |
| Other | $8.1M | 4% |
ESBA
| Real Estate Segment | $163.8M | 82% |
| Observatory Segment | $35.2M | 18% |
