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Empire State Realty OP, L.P.（ESBA）与GRID DYNAMICS HOLDINGS, INC.（GDYN）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GRID DYNAMICS HOLDINGS, INC.的1.9倍（$199.2M vs $104.1M），Empire State Realty OP, L.P.净利率更高（16.1% vs -1.4%，领先17.6%），GRID DYNAMICS HOLDINGS, INC.同比增速更快（3.7% vs 0.8%），过去两年GRID DYNAMICS HOLDINGS, INC.的营收复合增速更高（12.0% 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。
Escape Dynamics Inc.是一家总部位于科罗拉多州的科技企业，活跃于2010年至2015年，核心业务方向是研发可单级入轨、依靠电磁驱动的可重复使用航天飞机，并推动该项目实现商业化落地。
ESBA vs GDYN — 直观对比
营收规模更大
ESBA
是对方的1.9倍
$104.1M
营收增速更快
GDYN
高出2.8%
0.8%
净利率更高
ESBA
高出17.6%
-1.4%
两年增速更快
GDYN
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $199.2M | $104.1M |
| 净利润 | $32.2M | $-1.5M |
| 毛利率 | — | 34.8% |
| 营业利润率 | 17.8% | 61.7% |
| 净利率 | 16.1% | -1.4% |
| 营收同比 | 0.8% | 3.7% |
| 净利润同比 | 71.2% | -150.6% |
| 每股收益（稀释后） | $0.11 | $-0.02 |
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ESBAGDYN
| Q1 26 | — | $104.1M | ||
| Q4 25 | $199.2M | $106.2M | ||
| Q3 25 | $197.7M | $104.2M | ||
| Q2 25 | $191.3M | $101.1M | ||
| Q1 25 | $180.1M | $100.4M | ||
| Q4 24 | $197.6M | $100.3M | ||
| Q3 24 | $199.6M | $87.4M | ||
| Q2 24 | $189.5M | $83.0M |
净利润ESBAGDYN
| Q1 26 | — | $-1.5M | ||
| Q4 25 | $32.2M | $306.0K | ||
| Q3 25 | $13.6M | $1.2M | ||
| Q2 25 | $11.4M | $5.3M | ||
| Q1 25 | $15.8M | $2.9M | ||
| Q4 24 | $18.8M | $4.5M | ||
| Q3 24 | $22.8M | $4.3M | ||
| Q2 24 | $28.6M | $-817.0K |
毛利率ESBAGDYN
| Q1 26 | — | 34.8% | ||
| Q4 25 | — | 34.0% | ||
| Q3 25 | — | 33.3% | ||
| Q2 25 | — | 34.1% | ||
| Q1 25 | — | 36.8% | ||
| Q4 24 | — | 36.9% | ||
| Q3 24 | — | 37.4% | ||
| Q2 24 | — | 35.6% |
营业利润率ESBAGDYN
| Q1 26 | — | 61.7% | ||
| Q4 25 | 17.8% | 0.5% | ||
| Q3 25 | 19.9% | -0.2% | ||
| Q2 25 | 18.4% | -0.1% | ||
| Q1 25 | 14.3% | -2.0% | ||
| Q4 24 | 21.7% | 1.3% | ||
| Q3 24 | 22.7% | 2.4% | ||
| Q2 24 | 20.8% | 0.0% |
净利率ESBAGDYN
| Q1 26 | — | -1.4% | ||
| Q4 25 | 16.1% | 0.3% | ||
| Q3 25 | 6.9% | 1.1% | ||
| Q2 25 | 6.0% | 5.2% | ||
| Q1 25 | 8.8% | 2.9% | ||
| Q4 24 | 9.5% | 4.5% | ||
| Q3 24 | 11.4% | 4.9% | ||
| Q2 24 | 15.1% | -1.0% |
每股收益（稀释后）ESBAGDYN
| Q1 26 | — | $-0.02 | ||
| Q4 25 | $0.11 | $0.01 | ||
| Q3 25 | $0.05 | $0.01 | ||
| Q2 25 | $0.04 | $0.06 | ||
| Q1 25 | $0.05 | $0.03 | ||
| Q4 24 | $0.07 | $0.06 | ||
| Q3 24 | $0.08 | $0.05 | ||
| Q2 24 | $0.10 | $-0.01 |
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 | $327.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $530.1M |
| 总资产 | $4.5B | $605.0M |
| 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ESBAGDYN
| Q1 26 | — | $327.5M | ||
| Q4 25 | $132.7M | $342.1M | ||
| Q3 25 | $154.1M | $338.6M | ||
| Q2 25 | $94.6M | $336.8M | ||
| Q1 25 | $187.8M | $325.5M | ||
| Q4 24 | $385.5M | $334.7M | ||
| Q3 24 | $421.9M | $231.3M | ||
| Q2 24 | $535.5M | $256.0M |
股东权益ESBAGDYN
| Q1 26 | — | $530.1M | ||
| Q4 25 | — | $542.1M | ||
| Q3 25 | — | $537.7M | ||
| Q2 25 | — | $532.2M | ||
| Q1 25 | — | $517.4M | ||
| Q4 24 | — | $517.8M | ||
| Q3 24 | — | $400.2M | ||
| Q2 24 | — | $388.4M |
总资产ESBAGDYN
| Q1 26 | — | $605.0M | ||
| Q4 25 | $4.5B | $612.9M | ||
| Q3 25 | $4.1B | $613.2M | ||
| Q2 25 | $4.1B | $608.9M | ||
| Q1 25 | $4.1B | $590.9M | ||
| Q4 24 | $4.5B | $592.2M | ||
| Q3 24 | $4.4B | $477.3M | ||
| Q2 24 | $4.4B | $443.6M |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $50.6M | — |
| 自由现金流率自由现金流/营收 | 25.4% | — |
| 资本支出强度资本支出/营收 | 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 | $109.3M | — |
8季度趋势，按日历期对齐
经营现金流ESBAGDYN
| Q1 26 | — | — | ||
| Q4 25 | $249.1M | $9.9M | ||
| Q3 25 | $105.3M | $7.0M | ||
| Q2 25 | $26.7M | $14.4M | ||
| Q1 25 | $83.1M | $9.4M | ||
| Q4 24 | $260.9M | $7.1M | ||
| Q3 24 | $102.8M | $9.2M | ||
| Q2 24 | $37.1M | $10.7M |
自由现金流ESBAGDYN
| Q1 26 | — | — | ||
| Q4 25 | $50.6M | $6.1M | ||
| Q3 25 | $72.8M | $2.9M | ||
| Q2 25 | $-55.1M | $10.2M | ||
| Q1 25 | $41.1M | $6.0M | ||
| Q4 24 | $88.0M | $4.4M | ||
| Q3 24 | $-65.1M | $5.9M | ||
| Q2 24 | $19.5M | $8.0M |
自由现金流率ESBAGDYN
| Q1 26 | — | — | ||
| Q4 25 | 25.4% | 5.7% | ||
| Q3 25 | 36.8% | 2.8% | ||
| Q2 25 | -28.8% | 10.1% | ||
| Q1 25 | 22.8% | 6.0% | ||
| Q4 24 | 44.5% | 4.4% | ||
| Q3 24 | -32.6% | 6.8% | ||
| Q2 24 | 10.3% | 9.7% |
资本支出强度ESBAGDYN
| Q1 26 | — | — | ||
| Q4 25 | 99.6% | 3.6% | ||
| Q3 25 | 16.5% | 3.9% | ||
| Q2 25 | 42.8% | 4.1% | ||
| Q1 25 | 23.4% | 3.3% | ||
| Q4 24 | 87.5% | 2.6% | ||
| Q3 24 | 84.1% | 3.7% | ||
| Q2 24 | 9.3% | 3.2% |
现金转化率ESBAGDYN
| Q1 26 | — | — | ||
| Q4 25 | 7.74× | 32.34× | ||
| Q3 25 | 7.72× | 5.92× | ||
| Q2 25 | 2.35× | 2.73× | ||
| Q1 25 | 5.27× | 3.21× | ||
| Q4 24 | 13.88× | 1.56× | ||
| Q3 24 | 4.51× | 2.15× | ||
| Q2 24 | 1.30× | — |
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% |
GDYN
暂无分部数据
