vs
Empire State Realty OP, L.P.（ESBA）与GLAUKOS Corp（GKOS）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GLAUKOS Corp的1.3倍（$199.2M vs $150.6M），Empire State Realty OP, L.P.净利率更高（16.1% vs 6.2%，领先9.9%），GLAUKOS Corp同比增速更快（41.2% vs 0.8%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% 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。
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
ESBA vs GKOS — 直观对比
营收规模更大
ESBA
是对方的1.3倍
$150.6M
营收增速更快
GKOS
高出40.3%
0.8%
净利率更高
ESBA
高出9.9%
6.2%
两年增速更快
GKOS
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $199.2M | $150.6M |
| 净利润 | $32.2M | $9.4M |
| 毛利率 | — | 77.9% |
| 营业利润率 | 17.8% | 9.0% |
| 净利率 | 16.1% | 6.2% |
| 营收同比 | 0.8% | 41.2% |
| 净利润同比 | 71.2% | — |
| 每股收益（稀释后） | $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ESBAGKOS
| Q1 26 | — | $150.6M | ||
| Q4 25 | $199.2M | $143.1M | ||
| Q3 25 | $197.7M | $133.5M | ||
| Q2 25 | $191.3M | $124.1M | ||
| Q1 25 | $180.1M | $106.7M | ||
| Q4 24 | $197.6M | $105.5M | ||
| Q3 24 | $199.6M | $96.7M | ||
| Q2 24 | $189.5M | $95.7M |
净利润ESBAGKOS
| Q1 26 | — | $9.4M | ||
| Q4 25 | $32.2M | $-133.7M | ||
| Q3 25 | $13.6M | $-16.2M | ||
| Q2 25 | $11.4M | $-19.7M | ||
| Q1 25 | $15.8M | $-18.1M | ||
| Q4 24 | $18.8M | $-33.6M | ||
| Q3 24 | $22.8M | $-21.4M | ||
| Q2 24 | $28.6M | $-50.5M |
毛利率ESBAGKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | — | -1.1% | ||
| Q3 25 | — | 78.4% | ||
| Q2 25 | — | 78.3% | ||
| Q1 25 | — | 77.2% | ||
| Q4 24 | — | 72.9% | ||
| Q3 24 | — | 76.6% | ||
| Q2 24 | — | 76.4% |
营业利润率ESBAGKOS
| Q1 26 | — | 9.0% | ||
| Q4 25 | 17.8% | -97.7% | ||
| Q3 25 | 19.9% | -12.3% | ||
| Q2 25 | 18.4% | -18.3% | ||
| Q1 25 | 14.3% | -19.4% | ||
| Q4 24 | 21.7% | -27.2% | ||
| Q3 24 | 22.7% | -25.5% | ||
| Q2 24 | 20.8% | -31.3% |
净利率ESBAGKOS
| Q1 26 | — | 6.2% | ||
| Q4 25 | 16.1% | -93.4% | ||
| Q3 25 | 6.9% | -12.2% | ||
| Q2 25 | 6.0% | -15.8% | ||
| Q1 25 | 8.8% | -17.0% | ||
| Q4 24 | 9.5% | -31.8% | ||
| Q3 24 | 11.4% | -22.1% | ||
| Q2 24 | 15.1% | -52.8% |
每股收益（稀释后）ESBAGKOS
| Q1 26 | — | — | ||
| Q4 25 | $0.11 | $-2.34 | ||
| Q3 25 | $0.05 | $-0.28 | ||
| Q2 25 | $0.04 | $-0.34 | ||
| Q1 25 | $0.05 | $-0.32 | ||
| Q4 24 | $0.07 | $-0.56 | ||
| Q3 24 | $0.08 | $-0.39 | ||
| Q2 24 | $0.10 | $-1.00 |
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 | $276.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $670.9M |
| 总资产 | $4.5B | $893.3M |
| 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ESBAGKOS
| Q1 26 | — | $276.7M | ||
| Q4 25 | $132.7M | $90.8M | ||
| Q3 25 | $154.1M | $98.2M | ||
| Q2 25 | $94.6M | $100.8M | ||
| Q1 25 | $187.8M | $114.3M | ||
| Q4 24 | $385.5M | $169.6M | ||
| Q3 24 | $421.9M | $100.1M | ||
| Q2 24 | $535.5M | $68.1M |
股东权益ESBAGKOS
| Q1 26 | — | $670.9M | ||
| Q4 25 | — | $656.2M | ||
| Q3 25 | — | $769.5M | ||
| Q2 25 | — | $765.1M | ||
| Q1 25 | — | $764.0M | ||
| Q4 24 | — | $766.9M | ||
| Q3 24 | — | $668.5M | ||
| Q2 24 | — | $665.2M |
总资产ESBAGKOS
| Q1 26 | — | $893.3M | ||
| Q4 25 | $4.5B | $893.5M | ||
| Q3 25 | $4.1B | $999.4M | ||
| Q2 25 | $4.1B | $987.0M | ||
| Q1 25 | $4.1B | $966.2M | ||
| Q4 24 | $4.5B | $974.8M | ||
| Q3 24 | $4.4B | $926.5M | ||
| Q2 24 | $4.4B | $919.7M |
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ESBAGKOS
| Q1 26 | — | — | ||
| Q4 25 | $249.1M | $6.8M | ||
| Q3 25 | $105.3M | $-10.1M | ||
| Q2 25 | $26.7M | $7.0M | ||
| Q1 25 | $83.1M | $-18.5M | ||
| Q4 24 | $260.9M | $507.0K | ||
| Q3 24 | $102.8M | $-9.6M | ||
| Q2 24 | $37.1M | $-18.4M |
自由现金流ESBAGKOS
| Q1 26 | — | — | ||
| Q4 25 | $50.6M | $3.9M | ||
| Q3 25 | $72.8M | $-11.7M | ||
| Q2 25 | $-55.1M | $5.8M | ||
| Q1 25 | $41.1M | $-20.5M | ||
| Q4 24 | $88.0M | $-1.2M | ||
| Q3 24 | $-65.1M | $-11.0M | ||
| Q2 24 | $19.5M | $-20.5M |
自由现金流率ESBAGKOS
| Q1 26 | — | — | ||
| Q4 25 | 25.4% | 2.7% | ||
| Q3 25 | 36.8% | -8.8% | ||
| Q2 25 | -28.8% | 4.7% | ||
| Q1 25 | 22.8% | -19.2% | ||
| Q4 24 | 44.5% | -1.2% | ||
| Q3 24 | -32.6% | -11.4% | ||
| Q2 24 | 10.3% | -21.4% |
资本支出强度ESBAGKOS
| Q1 26 | — | — | ||
| Q4 25 | 99.6% | 2.0% | ||
| Q3 25 | 16.5% | 1.2% | ||
| Q2 25 | 42.8% | 0.9% | ||
| Q1 25 | 23.4% | 1.8% | ||
| Q4 24 | 87.5% | 1.6% | ||
| Q3 24 | 84.1% | 1.5% | ||
| Q2 24 | 9.3% | 2.2% |
现金转化率ESBAGKOS
| Q1 26 | — | — | ||
| Q4 25 | 7.74× | — | ||
| Q3 25 | 7.72× | — | ||
| Q2 25 | 2.35× | — | ||
| Q1 25 | 5.27× | — | ||
| Q4 24 | 13.88× | — | ||
| Q3 24 | 4.51× | — | ||
| 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% |
GKOS
暂无分部数据
