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Empire State Realty OP, L.P.（ESBA）与STRATTEC SECURITY CORP（STRT）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STRATTEC SECURITY CORP的1.4倍（$199.2M vs $137.5M），Empire State Realty OP, L.P.净利率更高（16.1% vs 3.6%，领先12.6%），STRATTEC SECURITY CORP同比增速更快（5.9% vs 0.8%），Empire State Realty OP, L.P.自由现金流更多（$50.6M vs $11.3M），过去两年STRATTEC SECURITY CORP的营收复合增速更高（7.7% 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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
ESBA vs STRT — 直观对比
营收规模更大
ESBA
是对方的1.4倍
$137.5M
营收增速更快
STRT
高出5.0%
0.8%
净利率更高
ESBA
高出12.6%
3.6%
自由现金流更多
ESBA
多$39.3M
$11.3M
两年增速更快
STRT
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $199.2M | $137.5M |
| 净利润 | $32.2M | $4.9M |
| 毛利率 | — | 16.5% |
| 营业利润率 | 17.8% | 3.5% |
| 净利率 | 16.1% | 3.6% |
| 营收同比 | 0.8% | 5.9% |
| 净利润同比 | 71.2% | 275.1% |
| 每股收益（稀释后） | $0.11 | $1.20 |
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ESBASTRT
| Q4 25 | $199.2M | $137.5M | ||
| Q3 25 | $197.7M | $152.4M | ||
| Q2 25 | $191.3M | $152.0M | ||
| Q1 25 | $180.1M | $144.1M | ||
| Q4 24 | $197.6M | $129.9M | ||
| Q3 24 | $199.6M | $139.1M | ||
| Q2 24 | $189.5M | — | ||
| Q1 24 | $181.2M | $140.8M |
净利润ESBASTRT
| Q4 25 | $32.2M | $4.9M | ||
| Q3 25 | $13.6M | $8.5M | ||
| Q2 25 | $11.4M | $8.3M | ||
| Q1 25 | $15.8M | $5.4M | ||
| Q4 24 | $18.8M | $1.3M | ||
| Q3 24 | $22.8M | $3.7M | ||
| Q2 24 | $28.6M | — | ||
| Q1 24 | $10.2M | $1.5M |
毛利率ESBASTRT
| Q4 25 | — | 16.5% | ||
| Q3 25 | — | 17.3% | ||
| Q2 25 | — | 16.7% | ||
| Q1 25 | — | 16.0% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 10.4% |
营业利润率ESBASTRT
| Q4 25 | 17.8% | 3.5% | ||
| Q3 25 | 19.9% | 6.9% | ||
| Q2 25 | 18.4% | 5.6% | ||
| Q1 25 | 14.3% | 4.9% | ||
| Q4 24 | 21.7% | 1.6% | ||
| Q3 24 | 22.7% | 3.6% | ||
| Q2 24 | 20.8% | — | ||
| Q1 24 | 17.1% | 1.4% |
净利率ESBASTRT
| Q4 25 | 16.1% | 3.6% | ||
| Q3 25 | 6.9% | 5.6% | ||
| Q2 25 | 6.0% | 5.4% | ||
| Q1 25 | 8.8% | 3.7% | ||
| Q4 24 | 9.5% | 1.0% | ||
| Q3 24 | 11.4% | 2.7% | ||
| Q2 24 | 15.1% | — | ||
| Q1 24 | 5.6% | 1.1% |
每股收益（稀释后）ESBASTRT
| Q4 25 | $0.11 | $1.20 | ||
| Q3 25 | $0.05 | $2.07 | ||
| Q2 25 | $0.04 | $2.02 | ||
| Q1 25 | $0.05 | $1.32 | ||
| Q4 24 | $0.07 | $0.32 | ||
| Q3 24 | $0.08 | $0.92 | ||
| Q2 24 | $0.10 | — | ||
| Q1 24 | $0.03 | $0.37 |
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 | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $236.8M |
| 总资产 | $4.5B | $392.2M |
| 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ESBASTRT
| Q4 25 | $132.7M | $99.0M | ||
| Q3 25 | $154.1M | $90.5M | ||
| Q2 25 | $94.6M | $84.6M | ||
| Q1 25 | $187.8M | $62.1M | ||
| Q4 24 | $385.5M | $42.6M | ||
| Q3 24 | $421.9M | $34.4M | ||
| Q2 24 | $535.5M | — | ||
| Q1 24 | $333.6M | $9.6M |
股东权益ESBASTRT
| Q4 25 | — | $236.8M | ||
| Q3 25 | — | $230.5M | ||
| Q2 25 | — | $221.6M | ||
| Q1 25 | — | $210.7M | ||
| Q4 24 | — | $204.5M | ||
| Q3 24 | — | $203.0M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $193.8M |
总资产ESBASTRT
| Q4 25 | $4.5B | $392.2M | ||
| Q3 25 | $4.1B | $390.1M | ||
| Q2 25 | $4.1B | $391.5M | ||
| Q1 25 | $4.1B | $387.4M | ||
| Q4 24 | $4.5B | $355.9M | ||
| Q3 24 | $4.4B | $366.9M | ||
| Q2 24 | $4.4B | — | ||
| Q1 24 | $4.2B | $348.5M |
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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $50.6M | $11.3M |
| 自由现金流率自由现金流/营收 | 25.4% | 8.2% |
| 资本支出强度资本支出/营收 | 99.6% | 1.9% |
| 现金转化率经营现金流/净利润 | 7.74× | 2.81× |
| 过去12个月自由现金流最近4个季度 | $109.3M | $67.8M |
8季度趋势，按日历期对齐
经营现金流ESBASTRT
| Q4 25 | $249.1M | $13.9M | ||
| Q3 25 | $105.3M | $11.3M | ||
| Q2 25 | $26.7M | $30.2M | ||
| Q1 25 | $83.1M | $20.7M | ||
| Q4 24 | $260.9M | $9.4M | ||
| Q3 24 | $102.8M | $11.3M | ||
| Q2 24 | $37.1M | — | ||
| Q1 24 | $70.9M | $-309.0K |
自由现金流ESBASTRT
| Q4 25 | $50.6M | $11.3M | ||
| Q3 25 | $72.8M | $9.8M | ||
| Q2 25 | $-55.1M | $27.2M | ||
| Q1 25 | $41.1M | $19.6M | ||
| Q4 24 | $88.0M | $8.5M | ||
| Q3 24 | $-65.1M | $9.3M | ||
| Q2 24 | $19.5M | — | ||
| Q1 24 | $23.2M | $-2.0M |
自由现金流率ESBASTRT
| Q4 25 | 25.4% | 8.2% | ||
| Q3 25 | 36.8% | 6.4% | ||
| Q2 25 | -28.8% | 17.9% | ||
| Q1 25 | 22.8% | 13.6% | ||
| Q4 24 | 44.5% | 6.6% | ||
| Q3 24 | -32.6% | 6.7% | ||
| Q2 24 | 10.3% | — | ||
| Q1 24 | 12.8% | -1.4% |
资本支出强度ESBASTRT
| Q4 25 | 99.6% | 1.9% | ||
| Q3 25 | 16.5% | 1.0% | ||
| Q2 25 | 42.8% | 2.0% | ||
| Q1 25 | 23.4% | 0.8% | ||
| Q4 24 | 87.5% | 0.7% | ||
| Q3 24 | 84.1% | 1.5% | ||
| Q2 24 | 9.3% | — | ||
| Q1 24 | 26.3% | 1.2% |
现金转化率ESBASTRT
| Q4 25 | 7.74× | 2.81× | ||
| Q3 25 | 7.72× | 1.33× | ||
| Q2 25 | 2.35× | 3.65× | ||
| Q1 25 | 5.27× | 3.84× | ||
| Q4 24 | 13.88× | 7.16× | ||
| Q3 24 | 4.51× | 3.06× | ||
| Q2 24 | 1.30× | — | ||
| Q1 24 | 6.94× | -0.21× |
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% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
