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Empire State Realty OP, L.P.（ESBA）与FOSTER L B CO（FSTR）财务数据对比。点击上方公司名可切换其他公司
Empire State Realty OP, L.P.的季度营收约是FOSTER L B CO的1.2倍（$199.2M vs $160.4M），Empire State Realty OP, L.P.净利率更高（16.1% vs 1.5%，领先14.6%），FOSTER L B CO同比增速更快（25.1% vs 0.8%），Empire State Realty OP, L.P.自由现金流更多（$50.6M vs $19.8M），过去两年FOSTER L B CO的营收复合增速更高（13.6% vs 4.9%）
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。
Foster L B Co.是一家总部位于美国的专业工业制造企业，主要生产销售工程通道产品、建筑组件及铁路基础设施用品，服务覆盖北美及部分全球地区的商业建筑、交通和工业领域客户。
ESBA vs FSTR — 直观对比
营收规模更大
ESBA
是对方的1.2倍
$160.4M
营收增速更快
FSTR
高出24.3%
0.8%
净利率更高
ESBA
高出14.6%
1.5%
自由现金流更多
ESBA
多$30.7M
$19.8M
两年增速更快
FSTR
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.2M | $160.4M |
| 净利润 | $32.2M | $2.4M |
| 毛利率 | — | 19.7% |
| 营业利润率 | 17.8% | 4.9% |
| 净利率 | 16.1% | 1.5% |
| 营收同比 | 0.8% | 25.1% |
| 净利润同比 | 71.2% | 1098.3% |
| 每股收益（稀释后） | $0.11 | $0.22 |
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ESBAFSTR
| Q4 25 | $199.2M | $160.4M | ||
| Q3 25 | $197.7M | $138.3M | ||
| Q2 25 | $191.3M | $143.6M | ||
| Q1 25 | $180.1M | $97.8M | ||
| Q4 24 | $197.6M | $128.2M | ||
| Q3 24 | $199.6M | $137.5M | ||
| Q2 24 | $189.5M | $140.8M | ||
| Q1 24 | $181.2M | $124.3M |
净利润ESBAFSTR
| Q4 25 | $32.2M | $2.4M | ||
| Q3 25 | $13.6M | $4.4M | ||
| Q2 25 | $11.4M | $2.9M | ||
| Q1 25 | $15.8M | $-2.1M | ||
| Q4 24 | $18.8M | $-242.0K | ||
| Q3 24 | $22.8M | $35.9M | ||
| Q2 24 | $28.6M | $2.8M | ||
| Q1 24 | $10.2M | $4.4M |
毛利率ESBAFSTR
| Q4 25 | — | 19.7% | ||
| Q3 25 | — | 22.5% | ||
| Q2 25 | — | 21.5% | ||
| Q1 25 | — | 20.6% | ||
| Q4 24 | — | 22.3% | ||
| Q3 24 | — | 23.8% | ||
| Q2 24 | — | 21.7% | ||
| Q1 24 | — | 21.1% |
营业利润率ESBAFSTR
| Q4 25 | 17.8% | 4.9% | ||
| Q3 25 | 19.9% | 6.0% | ||
| Q2 25 | 18.4% | 5.3% | ||
| Q1 25 | 14.3% | -2.0% | ||
| Q4 24 | 21.7% | 2.4% | ||
| Q3 24 | 22.7% | 5.3% | ||
| Q2 24 | 20.8% | 3.2% | ||
| Q1 24 | 17.1% | 4.5% |
净利率ESBAFSTR
| Q4 25 | 16.1% | 1.5% | ||
| Q3 25 | 6.9% | 3.1% | ||
| Q2 25 | 6.0% | 2.0% | ||
| Q1 25 | 8.8% | -2.2% | ||
| Q4 24 | 9.5% | -0.2% | ||
| Q3 24 | 11.4% | 26.1% | ||
| Q2 24 | 15.1% | 2.0% | ||
| Q1 24 | 5.6% | 3.6% |
每股收益（稀释后）ESBAFSTR
| Q4 25 | $0.11 | $0.22 | ||
| Q3 25 | $0.05 | $0.40 | ||
| Q2 25 | $0.04 | $0.27 | ||
| Q1 25 | $0.05 | $-0.20 | ||
| Q4 24 | $0.07 | $-0.04 | ||
| Q3 24 | $0.08 | $3.27 | ||
| Q2 24 | $0.10 | $0.26 | ||
| Q1 24 | $0.03 | $0.40 |
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 | $132.7M | $4.3M |
| 总债务越低越好 | — | $42.6M |
| 股东权益账面价值 | — | $175.3M |
| 总资产 | $4.5B | $330.4M |
| 负债/权益比越低杠杆越低 | — | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资ESBAFSTR
| Q4 25 | $132.7M | $4.3M | ||
| Q3 25 | $154.1M | $3.4M | ||
| Q2 25 | $94.6M | $4.2M | ||
| Q1 25 | $187.8M | $2.6M | ||
| Q4 24 | $385.5M | $2.5M | ||
| Q3 24 | $421.9M | $3.1M | ||
| Q2 24 | $535.5M | $4.0M | ||
| Q1 24 | $333.6M | $3.1M |
总债务ESBAFSTR
| Q4 25 | — | $42.6M | ||
| Q3 25 | — | $58.6M | ||
| Q2 25 | — | $81.4M | ||
| Q1 25 | — | $82.3M | ||
| Q4 24 | — | $46.8M | ||
| Q3 24 | — | $68.4M | ||
| Q2 24 | — | $87.0M | ||
| Q1 24 | — | $77.9M |
股东权益ESBAFSTR
| Q4 25 | — | $175.3M | ||
| Q3 25 | — | $174.8M | ||
| Q2 25 | — | $174.4M | ||
| Q1 25 | — | $170.8M | ||
| Q4 24 | — | $178.3M | ||
| Q3 24 | — | $181.9M | ||
| Q2 24 | — | $147.1M | ||
| Q1 24 | — | $144.6M |
总资产ESBAFSTR
| Q4 25 | $4.5B | $330.4M | ||
| Q3 25 | $4.1B | $333.9M | ||
| Q2 25 | $4.1B | $349.9M | ||
| Q1 25 | $4.1B | $342.8M | ||
| Q4 24 | $4.5B | $334.6M | ||
| Q3 24 | $4.4B | $344.5M | ||
| Q2 24 | $4.4B | $333.3M | ||
| Q1 24 | $4.2B | $326.4M |
负债/权益比ESBAFSTR
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.33× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.38× | ||
| Q2 24 | — | 0.59× | ||
| Q1 24 | — | 0.54× |
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 | $249.1M | $22.2M |
| 自由现金流经营现金流 - 资本支出 | $50.6M | $19.8M |
| 自由现金流率自由现金流/营收 | 25.4% | 12.3% |
| 资本支出强度资本支出/营收 | 99.6% | 1.5% |
| 现金转化率经营现金流/净利润 | 7.74× | 9.18× |
| 过去12个月自由现金流最近4个季度 | $109.3M | $25.2M |
8季度趋势，按日历期对齐
经营现金流ESBAFSTR
| Q4 25 | $249.1M | $22.2M | ||
| Q3 25 | $105.3M | $29.2M | ||
| Q2 25 | $26.7M | $10.4M | ||
| Q1 25 | $83.1M | $-26.1M | ||
| Q4 24 | $260.9M | $24.3M | ||
| Q3 24 | $102.8M | $24.7M | ||
| Q2 24 | $37.1M | $-5.0M | ||
| Q1 24 | $70.9M | $-21.4M |
自由现金流ESBAFSTR
| Q4 25 | $50.6M | $19.8M | ||
| Q3 25 | $72.8M | $26.4M | ||
| Q2 25 | $-55.1M | $7.7M | ||
| Q1 25 | $41.1M | $-28.7M | ||
| Q4 24 | $88.0M | $22.3M | ||
| Q3 24 | $-65.1M | $21.7M | ||
| Q2 24 | $19.5M | $-7.0M | ||
| Q1 24 | $23.2M | $-24.2M |
自由现金流率ESBAFSTR
| Q4 25 | 25.4% | 12.3% | ||
| Q3 25 | 36.8% | 19.1% | ||
| Q2 25 | -28.8% | 5.4% | ||
| Q1 25 | 22.8% | -29.4% | ||
| Q4 24 | 44.5% | 17.4% | ||
| Q3 24 | -32.6% | 15.8% | ||
| Q2 24 | 10.3% | -5.0% | ||
| Q1 24 | 12.8% | -19.4% |
资本支出强度ESBAFSTR
| Q4 25 | 99.6% | 1.5% | ||
| Q3 25 | 16.5% | 2.0% | ||
| Q2 25 | 42.8% | 1.9% | ||
| Q1 25 | 23.4% | 2.6% | ||
| Q4 24 | 87.5% | 1.5% | ||
| Q3 24 | 84.1% | 2.2% | ||
| Q2 24 | 9.3% | 1.5% | ||
| Q1 24 | 26.3% | 2.2% |
现金转化率ESBAFSTR
| Q4 25 | 7.74× | 9.18× | ||
| Q3 25 | 7.72× | 6.70× | ||
| Q2 25 | 2.35× | 3.61× | ||
| Q1 25 | 5.27× | — | ||
| Q4 24 | 13.88× | — | ||
| Q3 24 | 4.51× | 0.69× | ||
| Q2 24 | 1.30× | -1.74× | ||
| Q1 24 | 6.94× | -4.83× |
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
ESBA
| Real Estate Segment | $163.8M | 82% |
| Observatory Segment | $35.2M | 18% |
FSTR
| Rail Technologies And Services Segment | $98.0M | 61% |
| Over Time Output Method | $26.3M | 16% |
| Services | $19.4M | 12% |
| Rail Technologies Products | $10.0M | 6% |
| Over Time Input Method | $8.3M | 5% |
