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艾诺斯(ENS)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
艾诺斯的季度营收约是Essex Property Trust的1.9倍($919.1M vs $479.6M),Essex Property Trust净利率更高(17.9% vs 9.8%,领先8.0%),Essex Property Trust同比增速更快(5.5% vs 1.4%),过去两年Essex Property Trust的营收复合增速更高(6.0% vs 0.5%)
艾诺斯是全球领先的工业储能系统及技术供应商,主营备用电源、动力电源类电池的生产,同时还提供电池充电器、电力设备、电池配件及户外设备防护机箱等相关产品,可充分满足各类工业场景的储能需求。
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。
ENS vs ESS — 直观对比
营收规模更大
ENS
是对方的1.9倍
$479.6M
营收增速更快
ESS
高出4.1%
1.4%
净利率更高
ESS
高出8.0%
9.8%
两年增速更快
ESS
近两年复合增速
0.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $919.1M | $479.6M |
| 净利润 | $90.4M | $85.7M |
| 毛利率 | 30.1% | 70.0% |
| 营业利润率 | 13.5% | 31.7% |
| 净利率 | 9.8% | 17.9% |
| 营收同比 | 1.4% | 5.5% |
| 净利润同比 | -21.3% | -71.6% |
| 每股收益(稀释后) | $2.40 | $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
ENS
ESS
| Q4 25 | $919.1M | $479.6M | ||
| Q3 25 | $951.3M | $473.3M | ||
| Q2 25 | $893.0M | $469.8M | ||
| Q1 25 | $974.8M | $464.6M | ||
| Q4 24 | $906.2M | $454.5M | ||
| Q3 24 | $883.7M | $450.7M | ||
| Q2 24 | $852.9M | $442.4M | ||
| Q1 24 | $910.7M | $426.9M |
净利润
ENS
ESS
| Q4 25 | $90.4M | $85.7M | ||
| Q3 25 | $68.4M | $172.7M | ||
| Q2 25 | $57.5M | $231.5M | ||
| Q1 25 | $96.5M | $212.8M | ||
| Q4 24 | $114.8M | $301.7M | ||
| Q3 24 | $82.3M | $125.5M | ||
| Q2 24 | $70.1M | $99.0M | ||
| Q1 24 | $60.9M | $285.1M |
毛利率
ENS
ESS
| Q4 25 | 30.1% | 70.0% | ||
| Q3 25 | 29.1% | 69.2% | ||
| Q2 25 | 28.4% | 70.7% | ||
| Q1 25 | 31.2% | 69.6% | ||
| Q4 24 | 32.9% | 70.0% | ||
| Q3 24 | 28.5% | 69.5% | ||
| Q2 24 | 27.9% | 70.8% | ||
| Q1 24 | 27.9% | 69.7% |
营业利润率
ENS
ESS
| Q4 25 | 13.5% | 31.7% | ||
| Q3 25 | 9.7% | 44.5% | ||
| Q2 25 | 9.7% | 59.5% | ||
| Q1 25 | 13.5% | 55.3% | ||
| Q4 24 | 15.7% | 67.0% | ||
| Q3 24 | 11.2% | 28.6% | ||
| Q2 24 | 10.7% | 31.1% | ||
| Q1 24 | 8.9% | 31.0% |
净利率
ENS
ESS
| Q4 25 | 9.8% | 17.9% | ||
| Q3 25 | 7.2% | 36.5% | ||
| Q2 25 | 6.4% | 49.3% | ||
| Q1 25 | 9.9% | 45.8% | ||
| Q4 24 | 12.7% | 66.4% | ||
| Q3 24 | 9.3% | 27.8% | ||
| Q2 24 | 8.2% | 22.4% | ||
| Q1 24 | 6.7% | 66.8% |
每股收益(稀释后)
ENS
ESS
| Q4 25 | $2.40 | $1.24 | ||
| Q3 25 | $1.80 | $2.56 | ||
| Q2 25 | $1.46 | $3.44 | ||
| Q1 25 | $2.39 | $3.16 | ||
| Q4 24 | $2.88 | $4.00 | ||
| Q3 24 | $2.01 | $1.84 | ||
| Q2 24 | $1.71 | $1.45 | ||
| Q1 24 | $1.48 | $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 | $450.1M | $76.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $5.5B |
| 总资产 | $4.0B | $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
ENS
ESS
| Q4 25 | $450.1M | $76.2M | ||
| Q3 25 | $388.6M | $66.0M | ||
| Q2 25 | $346.7M | $58.7M | ||
| Q1 25 | $343.1M | $98.7M | ||
| Q4 24 | $463.2M | $66.8M | ||
| Q3 24 | $407.9M | $71.3M | ||
| Q2 24 | $344.1M | $55.2M | ||
| Q1 24 | $333.3M | $499.0M |
总债务
ENS
ESS
| Q4 25 | — | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | $1.1B | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | $802.0M | $6.6B |
股东权益
ENS
ESS
| Q4 25 | $1.9B | $5.5B | ||
| Q3 25 | $1.9B | $5.6B | ||
| Q2 25 | $1.9B | $5.6B | ||
| Q1 25 | $1.9B | $5.6B | ||
| Q4 24 | $1.8B | $5.5B | ||
| Q3 24 | $1.8B | $5.4B | ||
| Q2 24 | $1.8B | $5.5B | ||
| Q1 24 | $1.8B | $5.5B |
总资产
ENS
ESS
| Q4 25 | $4.0B | $13.2B | ||
| Q3 25 | $4.1B | $13.2B | ||
| Q2 25 | $4.1B | $13.2B | ||
| Q1 25 | $4.0B | $13.2B | ||
| Q4 24 | $4.0B | $12.9B | ||
| Q3 24 | $4.0B | $12.6B | ||
| Q2 24 | $3.6B | $12.5B | ||
| Q1 24 | $3.5B | $12.9B |
负债/权益比
ENS
ESS
| Q4 25 | — | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | 0.57× | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | 0.46× | 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 | $184.6M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $171.3M | — |
| 自由现金流率自由现金流/营收 | 18.6% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 2.04× | 12.53× |
| 过去12个月自由现金流最近4个季度 | $441.3M | — |
8季度趋势,按日历期对齐
经营现金流
ENS
ESS
| Q4 25 | $184.6M | $1.1B | ||
| Q3 25 | $218.0M | $342.6M | ||
| Q2 25 | $968.0K | $216.1M | ||
| Q1 25 | $135.2M | $281.5M | ||
| Q4 24 | $81.1M | $1.1B | ||
| Q3 24 | $33.6M | $316.2M | ||
| Q2 24 | $10.4M | $218.9M | ||
| Q1 24 | — | $314.9M |
自由现金流
ENS
ESS
| Q4 25 | $171.3M | — | ||
| Q3 25 | $197.1M | — | ||
| Q2 25 | $-32.1M | — | ||
| Q1 25 | $104.9M | — | ||
| Q4 24 | $56.8M | — | ||
| Q3 24 | $3.3M | — | ||
| Q2 24 | $-25.7M | — | ||
| Q1 24 | — | — |
自由现金流率
ENS
ESS
| Q4 25 | 18.6% | — | ||
| Q3 25 | 20.7% | — | ||
| Q2 25 | -3.6% | — | ||
| Q1 25 | 10.8% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | -3.0% | — | ||
| Q1 24 | — | — |
资本支出强度
ENS
ESS
| Q4 25 | 1.4% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 3.4% | — | ||
| Q2 24 | 4.2% | — | ||
| Q1 24 | — | — |
现金转化率
ENS
ESS
| Q4 25 | 2.04× | 12.53× | ||
| Q3 25 | 3.19× | 1.98× | ||
| Q2 25 | 0.02× | 0.93× | ||
| Q1 25 | 1.40× | 1.32× | ||
| Q4 24 | 0.71× | 3.54× | ||
| Q3 24 | 0.41× | 2.52× | ||
| Q2 24 | 0.15× | 2.21× | ||
| Q1 24 | — | 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
ENS
| Energy Systems | $399.5M | 43% |
| Motive Power | $352.0M | 38% |
| Services | $92.6M | 10% |
| Transferred Over Time | $38.2M | 4% |
| Other | $36.8M | 4% |
ESS
暂无分部数据