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Element Solutions Inc（ESI）与Essex Property Trust（ESS）财务数据对比。点击上方公司名可切换其他公司
Element Solutions Inc的季度营收约是Essex Property Trust的1.8倍（$840.0M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 6.7%，领先11.2%），Element Solutions Inc同比增速更快（41.0% vs 5.5%），过去两年Element Solutions Inc的营收复合增速更高（17.1% vs 6.0%）
Element Solutions Inc是一家总部位于美国的特种化学品生产企业，专注于特种化学品领域的生产运营，于纽约证券交易所挂牌上市，业务覆盖全球多个市场，为各行业客户提供专业的特种化学品产品及相关解决方案。
Essex Property Trust是一家公开上市的房地产投资信托企业，重点布局美国西海岸优质不动产市场，核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业，在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
ESI vs ESS — 直观对比
营收规模更大
ESI
是对方的1.8倍
$479.6M
营收增速更快
ESI
高出35.5%
5.5%
净利率更高
ESS
高出11.2%
6.7%
两年增速更快
ESI
近两年复合增速
6.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $840.0M | $479.6M |
| 净利润 | $56.0M | $85.7M |
| 毛利率 | 38.4% | 70.0% |
| 营业利润率 | 13.3% | 31.7% |
| 净利率 | 6.7% | 17.9% |
| 营收同比 | 41.0% | 5.5% |
| 净利润同比 | -42.9% | -71.6% |
| 每股收益（稀释后） | $0.23 | $1.24 |
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ESIESS
| Q1 26 | $840.0M | — | ||
| Q4 25 | $676.2M | $479.6M | ||
| Q3 25 | $656.1M | $473.3M | ||
| Q2 25 | $625.2M | $469.8M | ||
| Q1 25 | $593.7M | $464.6M | ||
| Q4 24 | $624.2M | $454.5M | ||
| Q3 24 | $645.0M | $450.7M | ||
| Q2 24 | $612.7M | $442.4M |
净利润ESIESS
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $85.7M | ||
| Q3 25 | $39.3M | $172.7M | ||
| Q2 25 | $47.4M | $231.5M | ||
| Q1 25 | $98.0M | $212.8M | ||
| Q4 24 | $54.7M | $301.7M | ||
| Q3 24 | $40.3M | $125.5M | ||
| Q2 24 | $93.2M | $99.0M |
毛利率ESIESS
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | 70.0% | ||
| Q3 25 | 42.2% | 69.2% | ||
| Q2 25 | 42.6% | 70.7% | ||
| Q1 25 | 42.2% | 69.6% | ||
| Q4 24 | 41.0% | 70.0% | ||
| Q3 24 | 41.5% | 69.5% | ||
| Q2 24 | 43.6% | 70.8% |
营业利润率ESIESS
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | 31.7% | ||
| Q3 25 | 15.4% | 44.5% | ||
| Q2 25 | 15.1% | 59.5% | ||
| Q1 25 | 13.0% | 55.3% | ||
| Q4 24 | 12.0% | 67.0% | ||
| Q3 24 | 14.7% | 28.6% | ||
| Q2 24 | 15.7% | 31.1% |
净利率ESIESS
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | 17.9% | ||
| Q3 25 | 6.0% | 36.5% | ||
| Q2 25 | 7.6% | 49.3% | ||
| Q1 25 | 16.5% | 45.8% | ||
| Q4 24 | 8.8% | 66.4% | ||
| Q3 24 | 6.2% | 27.8% | ||
| Q2 24 | 15.2% | 22.4% |
每股收益（稀释后）ESIESS
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $1.24 | ||
| Q3 25 | $0.16 | $2.56 | ||
| Q2 25 | $0.20 | $3.44 | ||
| Q1 25 | $0.40 | $3.16 | ||
| Q4 24 | $0.22 | $4.00 | ||
| Q3 24 | $0.17 | $1.84 | ||
| Q2 24 | $0.39 | $1.45 |
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 | $177.3M | $76.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $5.5B |
| 总资产 | $5.7B | $13.2B |
| 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ESIESS
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $76.2M | ||
| Q3 25 | $594.3M | $66.0M | ||
| Q2 25 | $529.9M | $58.7M | ||
| Q1 25 | $499.2M | $98.7M | ||
| Q4 24 | $359.4M | $66.8M | ||
| Q3 24 | $376.0M | $71.3M | ||
| Q2 24 | $309.3M | $55.2M |
总债务ESIESS
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $6.4B | ||
| Q2 25 | $1.6B | $6.4B | ||
| Q1 25 | $1.6B | $6.8B | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.9B | $6.4B | ||
| Q2 24 | $1.9B | $6.2B |
股东权益ESIESS
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $5.5B | ||
| Q3 25 | $2.7B | $5.6B | ||
| Q2 25 | $2.6B | $5.6B | ||
| Q1 25 | $2.5B | $5.6B | ||
| Q4 24 | $2.4B | $5.5B | ||
| Q3 24 | $2.4B | $5.4B | ||
| Q2 24 | $2.4B | $5.5B |
总资产ESIESS
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $13.2B | ||
| Q3 25 | $5.0B | $13.2B | ||
| Q2 25 | $5.0B | $13.2B | ||
| Q1 25 | $4.8B | $13.2B | ||
| Q4 24 | $4.9B | $12.9B | ||
| Q3 24 | $5.1B | $12.6B | ||
| Q2 24 | $5.0B | $12.5B |
负债/权益比ESIESS
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.61× | 1.15× | ||
| Q2 25 | 0.62× | 1.14× | ||
| Q1 25 | 0.64× | 1.22× | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 0.78× | 1.18× | ||
| Q2 24 | 0.81× | 1.13× |
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 | — | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $-74.2M | — |
| 自由现金流率自由现金流/营收 | -8.8% | — |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 现金转化率经营现金流/净利润 | — | 12.53× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ESIESS
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $100.1M | $342.6M | ||
| Q2 25 | — | $216.1M | ||
| Q1 25 | $26.0M | $281.5M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $98.5M | $316.2M | ||
| Q2 24 | — | $218.9M |
自由现金流ESIESS
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $83.6M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $15.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $85.9M | — | ||
| Q2 24 | — | — |
自由现金流率ESIESS
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 12.7% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 13.3% | — | ||
| Q2 24 | — | — |
资本支出强度ESIESS
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 2.4% | — |
现金转化率ESIESS
| Q1 26 | — | — | ||
| Q4 25 | — | 12.53× | ||
| Q3 25 | 2.55× | 1.98× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | 0.27× | 1.32× | ||
| Q4 24 | — | 3.54× | ||
| Q3 24 | 2.44× | 2.52× | ||
| Q2 24 | — | 2.21× |
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
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
ESS
暂无分部数据
