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Empire State Realty OP, L.P.（ESBA）与MONRO, INC.（MNRO）财务数据对比。点击上方公司名可切换其他公司
MONRO, INC.的季度营收约是Empire State Realty OP, L.P.的1.5倍（$293.4M vs $199.2M），Empire State Realty OP, L.P.净利率更高（16.1% vs 3.8%，领先12.4%），Empire State Realty OP, L.P.同比增速更快（0.8% vs -4.0%），Empire State Realty OP, L.P.自由现金流更多（$50.6M vs $9.1M），过去两年Empire State Realty OP, L.P.的营收复合增速更高（4.9% vs -2.7%）
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。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
ESBA vs MNRO — 直观对比
营收规模更大
MNRO
是对方的1.5倍
$199.2M
营收增速更快
ESBA
高出4.9%
-4.0%
净利率更高
ESBA
高出12.4%
3.8%
自由现金流更多
ESBA
多$41.4M
$9.1M
两年增速更快
ESBA
近两年复合增速
-2.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $199.2M | $293.4M |
| 净利润 | $32.2M | $11.1M |
| 毛利率 | — | 34.9% |
| 营业利润率 | 17.8% | 6.3% |
| 净利率 | 16.1% | 3.8% |
| 营收同比 | 0.8% | -4.0% |
| 净利润同比 | 71.2% | 143.1% |
| 每股收益（稀释后） | $0.11 | $0.35 |
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ESBAMNRO
| Q4 25 | $199.2M | $293.4M | ||
| Q3 25 | $197.7M | $288.9M | ||
| Q2 25 | $191.3M | $301.0M | ||
| Q1 25 | $180.1M | $295.0M | ||
| Q4 24 | $197.6M | $305.8M | ||
| Q3 24 | $199.6M | $301.4M | ||
| Q2 24 | $189.5M | $293.2M | ||
| Q1 24 | $181.2M | $310.1M |
净利润ESBAMNRO
| Q4 25 | $32.2M | $11.1M | ||
| Q3 25 | $13.6M | $5.7M | ||
| Q2 25 | $11.4M | $-8.1M | ||
| Q1 25 | $15.8M | $-21.3M | ||
| Q4 24 | $18.8M | $4.6M | ||
| Q3 24 | $22.8M | $5.6M | ||
| Q2 24 | $28.6M | $5.9M | ||
| Q1 24 | $10.2M | $3.7M |
毛利率ESBAMNRO
| Q4 25 | — | 34.9% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 34.3% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | — | 37.2% | ||
| Q1 24 | — | 35.5% |
营业利润率ESBAMNRO
| Q4 25 | 17.8% | 6.3% | ||
| Q3 25 | 19.9% | 4.4% | ||
| Q2 25 | 18.4% | -2.0% | ||
| Q1 25 | 14.3% | -8.1% | ||
| Q4 24 | 21.7% | 3.3% | ||
| Q3 24 | 22.7% | 4.4% | ||
| Q2 24 | 20.8% | 4.5% | ||
| Q1 24 | 17.1% | 3.3% |
净利率ESBAMNRO
| Q4 25 | 16.1% | 3.8% | ||
| Q3 25 | 6.9% | 2.0% | ||
| Q2 25 | 6.0% | -2.7% | ||
| Q1 25 | 8.8% | -7.2% | ||
| Q4 24 | 9.5% | 1.5% | ||
| Q3 24 | 11.4% | 1.9% | ||
| Q2 24 | 15.1% | 2.0% | ||
| Q1 24 | 5.6% | 1.2% |
每股收益（稀释后）ESBAMNRO
| Q4 25 | $0.11 | $0.35 | ||
| Q3 25 | $0.05 | $0.18 | ||
| Q2 25 | $0.04 | $-0.28 | ||
| Q1 25 | $0.05 | $-0.74 | ||
| Q4 24 | $0.07 | $0.15 | ||
| Q3 24 | $0.08 | $0.18 | ||
| Q2 24 | $0.10 | $0.19 | ||
| Q1 24 | $0.03 | $0.12 |
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 | $4.9M |
| 总债务越低越好 | — | $45.0M |
| 股东权益账面价值 | — | $604.9M |
| 总资产 | $4.5B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资ESBAMNRO
| Q4 25 | $132.7M | $4.9M | ||
| Q3 25 | $154.1M | $10.5M | ||
| Q2 25 | $94.6M | $7.8M | ||
| Q1 25 | $187.8M | $20.8M | ||
| Q4 24 | $385.5M | $10.2M | ||
| Q3 24 | $421.9M | $20.9M | ||
| Q2 24 | $535.5M | $18.7M | ||
| Q1 24 | $333.6M | $6.6M |
总债务ESBAMNRO
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M | ||
| Q1 24 | — | $102.0M |
股东权益ESBAMNRO
| Q4 25 | — | $604.9M | ||
| Q3 25 | — | $601.7M | ||
| Q2 25 | — | $604.9M | ||
| Q1 25 | — | $620.8M | ||
| Q4 24 | — | $648.9M | ||
| Q3 24 | — | $651.9M | ||
| Q2 24 | — | $654.4M | ||
| Q1 24 | — | $656.8M |
总资产ESBAMNRO
| Q4 25 | $4.5B | $1.6B | ||
| Q3 25 | $4.1B | $1.6B | ||
| Q2 25 | $4.1B | $1.6B | ||
| Q1 25 | $4.1B | $1.6B | ||
| Q4 24 | $4.5B | $1.7B | ||
| Q3 24 | $4.4B | $1.7B | ||
| Q2 24 | $4.4B | $1.7B | ||
| Q1 24 | $4.2B | $1.7B |
负债/权益比ESBAMNRO
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | — | 0.16× |
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 | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $50.6M | $9.1M |
| 自由现金流率自由现金流/营收 | 25.4% | 3.1% |
| 资本支出强度资本支出/营收 | 99.6% | 3.0% |
| 现金转化率经营现金流/净利润 | 7.74× | 1.60× |
| 过去12个月自由现金流最近4个季度 | $109.3M | $49.6M |
8季度趋势，按日历期对齐
经营现金流ESBAMNRO
| Q4 25 | $249.1M | $17.8M | ||
| Q3 25 | $105.3M | $32.3M | ||
| Q2 25 | $26.7M | $-1.9M | ||
| Q1 25 | $83.1M | $28.9M | ||
| Q4 24 | $260.9M | $14.8M | ||
| Q3 24 | $102.8M | $62.6M | ||
| Q2 24 | $37.1M | $25.6M | ||
| Q1 24 | $70.9M | $-5.3M |
自由现金流ESBAMNRO
| Q4 25 | $50.6M | $9.1M | ||
| Q3 25 | $72.8M | $26.6M | ||
| Q2 25 | $-55.1M | $-9.3M | ||
| Q1 25 | $41.1M | $23.2M | ||
| Q4 24 | $88.0M | $7.9M | ||
| Q3 24 | $-65.1M | $57.6M | ||
| Q2 24 | $19.5M | $16.8M | ||
| Q1 24 | $23.2M | $-11.9M |
自由现金流率ESBAMNRO
| Q4 25 | 25.4% | 3.1% | ||
| Q3 25 | 36.8% | 9.2% | ||
| Q2 25 | -28.8% | -3.1% | ||
| Q1 25 | 22.8% | 7.9% | ||
| Q4 24 | 44.5% | 2.6% | ||
| Q3 24 | -32.6% | 19.1% | ||
| Q2 24 | 10.3% | 5.7% | ||
| Q1 24 | 12.8% | -3.8% |
资本支出强度ESBAMNRO
| Q4 25 | 99.6% | 3.0% | ||
| Q3 25 | 16.5% | 2.0% | ||
| Q2 25 | 42.8% | 2.5% | ||
| Q1 25 | 23.4% | 1.9% | ||
| Q4 24 | 87.5% | 2.2% | ||
| Q3 24 | 84.1% | 1.6% | ||
| Q2 24 | 9.3% | 3.0% | ||
| Q1 24 | 26.3% | 2.1% |
现金转化率ESBAMNRO
| Q4 25 | 7.74× | 1.60× | ||
| Q3 25 | 7.72× | 5.71× | ||
| Q2 25 | 2.35× | — | ||
| Q1 25 | 5.27× | — | ||
| Q4 24 | 13.88× | 3.23× | ||
| Q3 24 | 4.51× | 11.08× | ||
| Q2 24 | 1.30× | 4.37× | ||
| Q1 24 | 6.94× | -1.42× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
