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Empire State Realty OP, L.P.（ESBA）与ZIPRECRUITER, INC.（ZIP）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ZIPRECRUITER, INC.的1.8倍（$199.2M vs $111.7M），Empire State Realty OP, L.P.净利率更高（16.1% vs -0.7%，领先16.9%），Empire State Realty OP, L.P.同比增速更快（0.8% vs 0.6%），Empire State Realty OP, L.P.自由现金流更多（$50.6M vs $7.6M），过去两年Empire State Realty OP, L.P.的营收复合增速更高（4.9% vs -4.4%）
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。
ZipRecruiter, Inc.是一家美国线上招聘平台企业，主打面向求职者与招聘方的求职招聘匹配服务，为双方提供高效对接的人才服务市场，帮助求职者快速找到适配岗位，也助力企业高效完成招聘需求。
ESBA vs ZIP — 直观对比
营收规模更大
ESBA
是对方的1.8倍
$111.7M
营收增速更快
ESBA
高出0.2%
0.6%
净利率更高
ESBA
高出16.9%
-0.7%
自由现金流更多
ESBA
多$42.9M
$7.6M
两年增速更快
ESBA
近两年复合增速
-4.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.2M | $111.7M |
| 净利润 | $32.2M | $-835.0K |
| 毛利率 | — | 89.1% |
| 营业利润率 | 17.8% | 3.6% |
| 净利率 | 16.1% | -0.7% |
| 营收同比 | 0.8% | 0.6% |
| 净利润同比 | 71.2% | 92.3% |
| 每股收益（稀释后） | $0.11 | $-0.03 |
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ESBAZIP
| Q4 25 | $199.2M | $111.7M | ||
| Q3 25 | $197.7M | $115.0M | ||
| Q2 25 | $191.3M | $112.2M | ||
| Q1 25 | $180.1M | $110.1M | ||
| Q4 24 | $197.6M | $111.0M | ||
| Q3 24 | $199.6M | $117.1M | ||
| Q2 24 | $189.5M | $123.7M | ||
| Q1 24 | $181.2M | $122.2M |
净利润ESBAZIP
| Q4 25 | $32.2M | $-835.0K | ||
| Q3 25 | $13.6M | $-9.8M | ||
| Q2 25 | $11.4M | $-9.5M | ||
| Q1 25 | $15.8M | $-12.8M | ||
| Q4 24 | $18.8M | $-10.8M | ||
| Q3 24 | $22.8M | $-2.6M | ||
| Q2 24 | $28.6M | $7.0M | ||
| Q1 24 | $10.2M | $-6.5M |
毛利率ESBAZIP
| Q4 25 | — | 89.1% | ||
| Q3 25 | — | 89.1% | ||
| Q2 25 | — | 89.3% | ||
| Q1 25 | — | 89.4% | ||
| Q4 24 | — | 89.6% | ||
| Q3 24 | — | 89.4% | ||
| Q2 24 | — | 89.5% | ||
| Q1 24 | — | 89.1% |
营业利润率ESBAZIP
| Q4 25 | 17.8% | 3.6% | ||
| Q3 25 | 19.9% | -4.4% | ||
| Q2 25 | 18.4% | -5.9% | ||
| Q1 25 | 14.3% | -10.6% | ||
| Q4 24 | 21.7% | -3.6% | ||
| Q3 24 | 22.7% | -2.8% | ||
| Q2 24 | 20.8% | 7.6% | ||
| Q1 24 | 17.1% | -0.7% |
净利率ESBAZIP
| Q4 25 | 16.1% | -0.7% | ||
| Q3 25 | 6.9% | -8.5% | ||
| Q2 25 | 6.0% | -8.5% | ||
| Q1 25 | 8.8% | -11.7% | ||
| Q4 24 | 9.5% | -9.7% | ||
| Q3 24 | 11.4% | -2.2% | ||
| Q2 24 | 15.1% | 5.7% | ||
| Q1 24 | 5.6% | -5.3% |
每股收益（稀释后）ESBAZIP
| Q4 25 | $0.11 | $-0.03 | ||
| Q3 25 | $0.05 | $-0.11 | ||
| Q2 25 | $0.04 | $-0.10 | ||
| Q1 25 | $0.05 | $-0.13 | ||
| Q4 24 | $0.07 | $-0.10 | ||
| Q3 24 | $0.08 | $-0.03 | ||
| Q2 24 | $0.10 | $0.07 | ||
| Q1 24 | $0.03 | $-0.07 |
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 | $188.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $-77.2M |
| 总资产 | $4.5B | $569.7M |
| 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ESBAZIP
| Q4 25 | $132.7M | $188.0M | ||
| Q3 25 | $154.1M | $211.8M | ||
| Q2 25 | $94.6M | $203.5M | ||
| Q1 25 | $187.8M | $221.1M | ||
| Q4 24 | $385.5M | $218.4M | ||
| Q3 24 | $421.9M | $225.6M | ||
| Q2 24 | $535.5M | $271.7M | ||
| Q1 24 | $333.6M | $282.5M |
股东权益ESBAZIP
| Q4 25 | — | $-77.2M | ||
| Q3 25 | — | $-76.1M | ||
| Q2 25 | — | $-65.9M | ||
| Q1 25 | — | $-11.3M | ||
| Q4 24 | — | $13.4M | ||
| Q3 24 | — | $13.6M | ||
| Q2 24 | — | $24.4M | ||
| Q1 24 | — | $12.7M |
总资产ESBAZIP
| Q4 25 | $4.5B | $569.7M | ||
| Q3 25 | $4.1B | $573.6M | ||
| Q2 25 | $4.1B | $592.4M | ||
| Q1 25 | $4.1B | $629.4M | ||
| Q4 24 | $4.5B | $664.1M | ||
| Q3 24 | $4.4B | $652.0M | ||
| Q2 24 | $4.4B | $665.3M | ||
| Q1 24 | $4.2B | $662.4M |
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 | $7.7M |
| 自由现金流经营现金流 - 资本支出 | $50.6M | $7.6M |
| 自由现金流率自由现金流/营收 | 25.4% | 6.8% |
| 资本支出强度资本支出/营收 | 99.6% | 0.1% |
| 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 | $9.9M |
8季度趋势，按日历期对齐
经营现金流ESBAZIP
| Q4 25 | $249.1M | $7.7M | ||
| Q3 25 | $105.3M | $2.6M | ||
| Q2 25 | $26.7M | $10.5M | ||
| Q1 25 | $83.1M | $-9.9M | ||
| Q4 24 | $260.9M | $12.5M | ||
| Q3 24 | $102.8M | $9.3M | ||
| Q2 24 | $37.1M | $21.9M | ||
| Q1 24 | $70.9M | $2.0M |
自由现金流ESBAZIP
| Q4 25 | $50.6M | $7.6M | ||
| Q3 25 | $72.8M | $2.2M | ||
| Q2 25 | $-55.1M | $10.2M | ||
| Q1 25 | $41.1M | $-10.2M | ||
| Q4 24 | $88.0M | $12.0M | ||
| Q3 24 | $-65.1M | $9.2M | ||
| Q2 24 | $19.5M | $21.7M | ||
| Q1 24 | $23.2M | $1.9M |
自由现金流率ESBAZIP
| Q4 25 | 25.4% | 6.8% | ||
| Q3 25 | 36.8% | 1.9% | ||
| Q2 25 | -28.8% | 9.1% | ||
| Q1 25 | 22.8% | -9.3% | ||
| Q4 24 | 44.5% | 10.8% | ||
| Q3 24 | -32.6% | 7.8% | ||
| Q2 24 | 10.3% | 17.6% | ||
| Q1 24 | 12.8% | 1.6% |
资本支出强度ESBAZIP
| Q4 25 | 99.6% | 0.1% | ||
| Q3 25 | 16.5% | 0.3% | ||
| Q2 25 | 42.8% | 0.3% | ||
| Q1 25 | 23.4% | 0.3% | ||
| Q4 24 | 87.5% | 0.4% | ||
| Q3 24 | 84.1% | 0.2% | ||
| Q2 24 | 9.3% | 0.1% | ||
| Q1 24 | 26.3% | 0.1% |
现金转化率ESBAZIP
| 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× | 3.12× | ||
| Q1 24 | 6.94× | — |
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% |
ZIP
| License | $84.3M | 75% |
| Services | $27.4M | 25% |
