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Empire State Realty OP, L.P.（ESBA）与福尼克斯（PLAB）财务数据对比。点击上方公司名可切换其他公司
福尼克斯的季度营收约是Empire State Realty OP, L.P.的1.1倍（$210.4M vs $199.2M），Empire State Realty OP, L.P.净利率更高（16.1% vs 10.9%，领先5.3%），Empire State Realty OP, L.P.同比增速更快（0.8% vs -5.5%），Empire State Realty OP, L.P.自由现金流更多（$50.6M vs $25.2M），过去两年Empire State Realty OP, L.P.的营收复合增速更高（4.9% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
ESBA vs PLAB — 直观对比
营收规模更大
PLAB
是对方的1.1倍
$199.2M
营收增速更快
ESBA
高出6.3%
-5.5%
净利率更高
ESBA
高出5.3%
10.9%
自由现金流更多
ESBA
多$25.3M
$25.2M
两年增速更快
ESBA
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.2M | $210.4M |
| 净利润 | $32.2M | $22.9M |
| 毛利率 | — | 33.7% |
| 营业利润率 | 17.8% | 22.9% |
| 净利率 | 16.1% | 10.9% |
| 营收同比 | 0.8% | -5.5% |
| 净利润同比 | 71.2% | -32.4% |
| 每股收益（稀释后） | $0.11 | $0.39 |
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ESBAPLAB
| Q4 25 | $199.2M | — | ||
| Q3 25 | $197.7M | $210.4M | ||
| Q2 25 | $191.3M | $211.0M | ||
| Q1 25 | $180.1M | $212.1M | ||
| Q4 24 | $197.6M | $222.6M | ||
| Q3 24 | $199.6M | $211.0M | ||
| Q2 24 | $189.5M | $217.0M | ||
| Q1 24 | $181.2M | $216.3M |
净利润ESBAPLAB
| Q4 25 | $32.2M | — | ||
| Q3 25 | $13.6M | $22.9M | ||
| Q2 25 | $11.4M | $8.9M | ||
| Q1 25 | $15.8M | $42.9M | ||
| Q4 24 | $18.8M | $33.9M | ||
| Q3 24 | $22.8M | $34.4M | ||
| Q2 24 | $28.6M | $36.3M | ||
| Q1 24 | $10.2M | $26.2M |
毛利率ESBAPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | — | 36.9% | ||
| Q1 25 | — | 35.6% | ||
| Q4 24 | — | 37.0% | ||
| Q3 24 | — | 35.6% | ||
| Q2 24 | — | 36.5% | ||
| Q1 24 | — | 36.6% |
营业利润率ESBAPLAB
| Q4 25 | 17.8% | — | ||
| Q3 25 | 19.9% | 22.9% | ||
| Q2 25 | 18.4% | 26.4% | ||
| Q1 25 | 14.3% | 24.6% | ||
| Q4 24 | 21.7% | 25.1% | ||
| Q3 24 | 22.7% | 24.7% | ||
| Q2 24 | 20.8% | 25.8% | ||
| Q1 24 | 17.1% | 26.6% |
净利率ESBAPLAB
| Q4 25 | 16.1% | — | ||
| Q3 25 | 6.9% | 10.9% | ||
| Q2 25 | 6.0% | 4.2% | ||
| Q1 25 | 8.8% | 20.2% | ||
| Q4 24 | 9.5% | 15.2% | ||
| Q3 24 | 11.4% | 16.3% | ||
| Q2 24 | 15.1% | 16.7% | ||
| Q1 24 | 5.6% | 12.1% |
每股收益（稀释后）ESBAPLAB
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.05 | $0.39 | ||
| Q2 25 | $0.04 | $0.15 | ||
| Q1 25 | $0.05 | $0.68 | ||
| Q4 24 | $0.07 | $0.54 | ||
| Q3 24 | $0.08 | $0.55 | ||
| Q2 24 | $0.10 | $0.58 | ||
| Q1 24 | $0.03 | $0.42 |
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 | $575.8M |
| 总债务越低越好 | — | $16.0K |
| 股东权益账面价值 | — | $1.1B |
| 总资产 | $4.5B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ESBAPLAB
| Q4 25 | $132.7M | — | ||
| Q3 25 | $154.1M | $575.8M | ||
| Q2 25 | $94.6M | $558.4M | ||
| Q1 25 | $187.8M | $642.2M | ||
| Q4 24 | $385.5M | $640.7M | ||
| Q3 24 | $421.9M | $606.4M | ||
| Q2 24 | $535.5M | $559.9M | ||
| Q1 24 | $333.6M | $521.5M |
总债务ESBAPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | $16.0K | ||
| Q2 25 | — | $19.0K | ||
| Q1 25 | — | $21.0K | ||
| Q4 24 | — | $25.0K | ||
| Q3 24 | — | $28.0K | ||
| Q2 24 | — | $2.5M | ||
| Q1 24 | — | $2.7M |
股东权益ESBAPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $1.0B |
总资产ESBAPLAB
| Q4 25 | $4.5B | — | ||
| Q3 25 | $4.1B | $1.8B | ||
| Q2 25 | $4.1B | $1.7B | ||
| Q1 25 | $4.1B | $1.7B | ||
| Q4 24 | $4.5B | $1.7B | ||
| Q3 24 | $4.4B | $1.6B | ||
| Q2 24 | $4.4B | $1.6B | ||
| Q1 24 | $4.2B | $1.6B |
负债/权益比ESBAPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $50.6M | $25.2M |
| 自由现金流率自由现金流/营收 | 25.4% | 12.0% |
| 资本支出强度资本支出/营收 | 99.6% | 11.8% |
| 现金转化率经营现金流/净利润 | 7.74× | 2.19× |
| 过去12个月自由现金流最近4个季度 | $109.3M | $64.5M |
8季度趋势，按日历期对齐
经营现金流ESBAPLAB
| Q4 25 | $249.1M | — | ||
| Q3 25 | $105.3M | $50.1M | ||
| Q2 25 | $26.7M | $31.5M | ||
| Q1 25 | $83.1M | $78.5M | ||
| Q4 24 | $260.9M | $68.4M | ||
| Q3 24 | $102.8M | $75.1M | ||
| Q2 24 | $37.1M | $76.5M | ||
| Q1 24 | $70.9M | $41.5M |
自由现金流ESBAPLAB
| Q4 25 | $50.6M | — | ||
| Q3 25 | $72.8M | $25.2M | ||
| Q2 25 | $-55.1M | $-29.1M | ||
| Q1 25 | $41.1M | $43.3M | ||
| Q4 24 | $88.0M | $25.2M | ||
| Q3 24 | $-65.1M | $50.7M | ||
| Q2 24 | $19.5M | $56.5M | ||
| Q1 24 | $23.2M | $-1.8M |
自由现金流率ESBAPLAB
| Q4 25 | 25.4% | — | ||
| Q3 25 | 36.8% | 12.0% | ||
| Q2 25 | -28.8% | -13.8% | ||
| Q1 25 | 22.8% | 20.4% | ||
| Q4 24 | 44.5% | 11.3% | ||
| Q3 24 | -32.6% | 24.0% | ||
| Q2 24 | 10.3% | 26.0% | ||
| Q1 24 | 12.8% | -0.8% |
资本支出强度ESBAPLAB
| Q4 25 | 99.6% | — | ||
| Q3 25 | 16.5% | 11.8% | ||
| Q2 25 | 42.8% | 28.7% | ||
| Q1 25 | 23.4% | 16.6% | ||
| Q4 24 | 87.5% | 19.4% | ||
| Q3 24 | 84.1% | 11.6% | ||
| Q2 24 | 9.3% | 9.2% | ||
| Q1 24 | 26.3% | 20.0% |
现金转化率ESBAPLAB
| Q4 25 | 7.74× | — | ||
| Q3 25 | 7.72× | 2.19× | ||
| Q2 25 | 2.35× | 3.55× | ||
| Q1 25 | 5.27× | 1.83× | ||
| Q4 24 | 13.88× | 2.02× | ||
| Q3 24 | 4.51× | 2.18× | ||
| Q2 24 | 1.30× | 2.11× | ||
| Q1 24 | 6.94× | 1.59× |
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% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
