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伊萨（ESAB）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
伊萨的季度营收约是Essex Property Trust的1.5倍（$727.8M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 7.5%，领先10.3%），伊萨同比增速更快（8.5% vs 5.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 2.8%）
ESAB（全称Elektriska Svetsnings-Aktiebolaget）是一家美国与瑞典合资的跨国工业企业，主营焊接、切割设备及配套耗材的研发、生产与销售，为全球制造业、基建等多领域客户提供专业可靠的工业解决方案，在全球工业市场拥有较高知名度。
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。
ESAB vs ESS — 直观对比
营收规模更大
ESAB
是对方的1.5倍
$479.6M
营收增速更快
ESAB
高出3.0%
5.5%
净利率更高
ESS
高出10.3%
7.5%
两年增速更快
ESS
近两年复合增速
2.8%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $727.8M | $479.6M |
| 净利润 | $54.8M | $85.7M |
| 毛利率 | 37.0% | 70.0% |
| 营业利润率 | 14.6% | 31.7% |
| 净利率 | 7.5% | 17.9% |
| 营收同比 | 8.5% | 5.5% |
| 净利润同比 | 2.1% | -71.6% |
| 每股收益（稀释后） | $0.90 | $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ESABESS
| Q4 25 | $727.8M | $479.6M | ||
| Q3 25 | $715.6M | $473.3M | ||
| Q2 25 | $678.1M | $469.8M | ||
| Q1 25 | — | $464.6M | ||
| Q4 24 | $670.8M | $454.5M | ||
| Q3 24 | $673.3M | $450.7M | ||
| Q2 24 | $707.1M | $442.4M | ||
| Q1 24 | $689.7M | $426.9M |
净利润ESABESS
| Q4 25 | $54.8M | $85.7M | ||
| Q3 25 | $66.9M | $172.7M | ||
| Q2 25 | $67.4M | $231.5M | ||
| Q1 25 | — | $212.8M | ||
| Q4 24 | $53.7M | $301.7M | ||
| Q3 24 | $68.2M | $125.5M | ||
| Q2 24 | $82.9M | $99.0M | ||
| Q1 24 | $60.0M | $285.1M |
毛利率ESABESS
| Q4 25 | 37.0% | 70.0% | ||
| Q3 25 | 37.2% | 69.2% | ||
| Q2 25 | 37.6% | 70.7% | ||
| Q1 25 | — | 69.6% | ||
| Q4 24 | 38.5% | 70.0% | ||
| Q3 24 | 37.7% | 69.5% | ||
| Q2 24 | 38.2% | 70.8% | ||
| Q1 24 | 37.0% | 69.7% |
营业利润率ESABESS
| Q4 25 | 14.6% | 31.7% | ||
| Q3 25 | 15.2% | 44.5% | ||
| Q2 25 | 16.2% | 59.5% | ||
| Q1 25 | — | 55.3% | ||
| Q4 24 | 16.6% | 67.0% | ||
| Q3 24 | 15.7% | 28.6% | ||
| Q2 24 | 16.9% | 31.1% | ||
| Q1 24 | 16.0% | 31.0% |
净利率ESABESS
| Q4 25 | 7.5% | 17.9% | ||
| Q3 25 | 9.3% | 36.5% | ||
| Q2 25 | 9.9% | 49.3% | ||
| Q1 25 | — | 45.8% | ||
| Q4 24 | 8.0% | 66.4% | ||
| Q3 24 | 10.1% | 27.8% | ||
| Q2 24 | 11.7% | 22.4% | ||
| Q1 24 | 8.7% | 66.8% |
每股收益（稀释后）ESABESS
| Q4 25 | $0.90 | $1.24 | ||
| Q3 25 | $1.09 | $2.56 | ||
| Q2 25 | $1.10 | $3.44 | ||
| Q1 25 | — | $3.16 | ||
| Q4 24 | $0.87 | $4.00 | ||
| Q3 24 | $1.11 | $1.84 | ||
| Q2 24 | $1.35 | $1.45 | ||
| Q1 24 | $0.98 | $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 | $218.2M | $76.2M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $2.1B | $5.5B |
| 总资产 | $4.9B | $13.2B |
| 负债/权益比越低杠杆越低 | 0.63× | — |
8季度趋势，按日历期对齐
现金及短期投资ESABESS
| Q4 25 | $218.2M | $76.2M | ||
| Q3 25 | $258.2M | $66.0M | ||
| Q2 25 | $291.3M | $58.7M | ||
| Q1 25 | — | $98.7M | ||
| Q4 24 | $249.4M | $66.8M | ||
| Q3 24 | $253.7M | $71.3M | ||
| Q2 24 | $228.5M | $55.2M | ||
| Q1 24 | $76.5M | $499.0M |
总债务ESABESS
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | $6.4B | ||
| Q2 25 | $1.1B | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | $6.4B | ||
| Q2 24 | $1.1B | $6.2B | ||
| Q1 24 | $992.8M | $6.6B |
股东权益ESABESS
| Q4 25 | $2.1B | $5.5B | ||
| Q3 25 | $2.1B | $5.6B | ||
| Q2 25 | $1.9B | $5.6B | ||
| Q1 25 | — | $5.6B | ||
| Q4 24 | $1.8B | $5.5B | ||
| Q3 24 | $1.8B | $5.4B | ||
| Q2 24 | $1.7B | $5.5B | ||
| Q1 24 | $1.6B | $5.5B |
总资产ESABESS
| Q4 25 | $4.9B | $13.2B | ||
| Q3 25 | $4.4B | $13.2B | ||
| Q2 25 | $4.2B | $13.2B | ||
| Q1 25 | — | $13.2B | ||
| Q4 24 | $4.0B | $12.9B | ||
| Q3 24 | $4.1B | $12.6B | ||
| Q2 24 | $4.0B | $12.5B | ||
| Q1 24 | $3.8B | $12.9B |
负债/权益比ESABESS
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.51× | 1.15× | ||
| Q2 25 | 0.55× | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.59× | 1.18× | ||
| Q2 24 | 0.63× | 1.13× | ||
| Q1 24 | 0.61× | 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 | $81.5M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $70.3M | — |
| 自由现金流率自由现金流/营收 | 9.7% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | 1.49× | 12.53× |
| 过去12个月自由现金流最近4个季度 | $238.0M | — |
8季度趋势，按日历期对齐
经营现金流ESABESS
| Q4 25 | $81.5M | $1.1B | ||
| Q3 25 | $46.6M | $342.6M | ||
| Q2 25 | $35.4M | $216.1M | ||
| Q1 25 | — | $281.5M | ||
| Q4 24 | $126.9M | $1.1B | ||
| Q3 24 | $101.0M | $316.2M | ||
| Q2 24 | $83.0M | $218.9M | ||
| Q1 24 | $44.5M | $314.9M |
自由现金流ESABESS
| Q4 25 | $70.3M | — | ||
| Q3 25 | $37.4M | — | ||
| Q2 25 | $28.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $102.2M | — | ||
| Q3 24 | $90.4M | — | ||
| Q2 24 | $74.0M | — | ||
| Q1 24 | $37.1M | — |
自由现金流率ESABESS
| Q4 25 | 9.7% | — | ||
| Q3 25 | 5.2% | — | ||
| Q2 25 | 4.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 15.2% | — | ||
| Q3 24 | 13.4% | — | ||
| Q2 24 | 10.5% | — | ||
| Q1 24 | 5.4% | — |
资本支出强度ESABESS
| Q4 25 | 1.5% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 1.1% | — |
现金转化率ESABESS
| Q4 25 | 1.49× | 12.53× | ||
| Q3 25 | 0.70× | 1.98× | ||
| Q2 25 | 0.53× | 0.93× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | 2.36× | 3.54× | ||
| Q3 24 | 1.48× | 2.52× | ||
| Q2 24 | 1.00× | 2.21× | ||
| Q1 24 | 0.74× | 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
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
ESS
暂无分部数据
