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Empire State Realty Trust, Inc.（ESRT）与Liberty Broadband Corp（LBRDA）财务数据对比。点击上方公司名可切换其他公司
Liberty Broadband Corp的季度营收约是Empire State Realty Trust, Inc.的1.4倍（$261.0M vs $190.3M），Liberty Broadband Corp净利率更高（146.7% vs 1.6%，领先145.2%），Liberty Broadband Corp同比增速更快（6.1% vs 5.7%），过去两年Liberty Broadband Corp的营收复合增速更高（4.3% vs 0.2%）
帝国州房地产信托是一家美国房地产投资信托企业，持有并运营纽约大都会区的优质办公、零售及住宅物业，旗下资产包括地标性建筑帝国大厦，主打可持续运营模式，服务各类租户及住户，专注实现长期资产增值。
本公司是一家覆盖英、荷、美三地的跨国电信企业，注册地为百慕大，在伦敦、阿姆斯特丹、丹佛设有总部，旗下拥有多家对应司法辖区的运营主体，其中英国主体为公开上市实体，2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
ESRT vs LBRDA — 直观对比
营收规模更大
LBRDA
是对方的1.4倍
$190.3M
营收增速更快
LBRDA
高出0.4%
5.7%
净利率更高
LBRDA
高出145.2%
1.6%
两年增速更快
LBRDA
近两年复合增速
0.2%
损益表 — Q1 FY2026 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $190.3M | $261.0M |
| 净利润 | $3.0M | $383.0M |
| 毛利率 | — | — |
| 营业利润率 | 15.5% | 15.7% |
| 净利率 | 1.6% | 146.7% |
| 营收同比 | 5.7% | 6.1% |
| 净利润同比 | -73.7% | 96.4% |
| 每股收益（稀释后） | $0.20 | $2.68 |
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ESRTLBRDA
| Q1 26 | $190.3M | — | ||
| Q4 25 | $199.2M | — | ||
| Q3 25 | $197.7M | — | ||
| Q2 25 | $191.3M | $261.0M | ||
| Q1 25 | $180.1M | $266.0M | ||
| Q4 24 | $197.6M | $263.0M | ||
| Q3 24 | $199.6M | $262.0M | ||
| Q2 24 | $189.5M | $246.0M |
净利润ESRTLBRDA
| Q1 26 | $3.0M | — | ||
| Q4 25 | $32.2M | — | ||
| Q3 25 | $13.6M | — | ||
| Q2 25 | $11.4M | $383.0M | ||
| Q1 25 | $15.8M | $268.0M | ||
| Q4 24 | $18.8M | $291.0M | ||
| Q3 24 | $22.8M | $142.0M | ||
| Q2 24 | $28.6M | $195.0M |
营业利润率ESRTLBRDA
| Q1 26 | 15.5% | — | ||
| Q4 25 | 17.8% | — | ||
| Q3 25 | 19.9% | — | ||
| Q2 25 | 18.4% | 15.7% | ||
| Q1 25 | 14.3% | 16.2% | ||
| Q4 24 | 21.7% | 4.9% | ||
| Q3 24 | 22.7% | 11.5% | ||
| Q2 24 | 20.8% | 8.5% |
净利率ESRTLBRDA
| Q1 26 | 1.6% | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 6.9% | — | ||
| Q2 25 | 6.0% | 146.7% | ||
| Q1 25 | 8.8% | 100.8% | ||
| Q4 24 | 9.5% | 110.6% | ||
| Q3 24 | 11.4% | 54.2% | ||
| Q2 24 | 15.1% | 79.3% |
每股收益（稀释后）ESRTLBRDA
| Q1 26 | $0.20 | — | ||
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $0.04 | $2.68 | ||
| Q1 25 | $0.05 | $1.87 | ||
| Q4 24 | $0.07 | $2.04 | ||
| Q3 24 | $0.08 | $0.99 | ||
| Q2 24 | $0.10 | $1.36 |
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 | $68.8M | $180.0M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $1.8B | $10.4B |
| 总资产 | $4.4B | $16.6B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资ESRTLBRDA
| Q1 26 | $68.8M | — | ||
| Q4 25 | $132.7M | — | ||
| Q3 25 | $154.1M | — | ||
| Q2 25 | $94.6M | $180.0M | ||
| Q1 25 | $187.8M | $226.0M | ||
| Q4 24 | $385.5M | $163.0M | ||
| Q3 24 | $421.9M | $168.0M | ||
| Q2 24 | $535.5M | $73.0M |
总债务ESRTLBRDA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.8B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $3.7B | ||
| Q2 24 | — | $3.6B |
股东权益ESRTLBRDA
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | $10.4B | ||
| Q1 25 | $1.0B | $10.1B | ||
| Q4 24 | $1.0B | $9.8B | ||
| Q3 24 | $1.0B | $9.5B | ||
| Q2 24 | $1.0B | $9.3B |
总资产ESRTLBRDA
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.5B | — | ||
| Q3 25 | $4.1B | — | ||
| Q2 25 | $4.1B | $16.6B | ||
| Q1 25 | $4.1B | $17.0B | ||
| Q4 24 | $4.5B | $16.7B | ||
| Q3 24 | $4.4B | $16.3B | ||
| Q2 24 | $4.4B | $16.0B |
负债/权益比ESRTLBRDA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | 0.38× | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | 0.39× |
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 | — | $91.0M |
| 自由现金流经营现金流 - 资本支出 | — | $37.0M |
| 自由现金流率自由现金流/营收 | — | 14.2% |
| 资本支出强度资本支出/营收 | 10.0% | 20.7% |
| 现金转化率经营现金流/净利润 | — | 0.24× |
| 过去12个月自由现金流最近4个季度 | — | $-49.0M |
8季度趋势，按日历期对齐
经营现金流ESRTLBRDA
| Q1 26 | — | — | ||
| Q4 25 | $249.1M | — | ||
| Q3 25 | $105.3M | — | ||
| Q2 25 | $26.7M | $91.0M | ||
| Q1 25 | $83.1M | $78.0M | ||
| Q4 24 | $260.9M | $1.0M | ||
| Q3 24 | $102.8M | $24.0M | ||
| Q2 24 | $37.1M | $27.0M |
自由现金流ESRTLBRDA
| Q1 26 | — | — | ||
| Q4 25 | $50.6M | — | ||
| Q3 25 | $72.8M | — | ||
| Q2 25 | $-55.1M | $37.0M | ||
| Q1 25 | $41.1M | $13.0M | ||
| Q4 24 | $88.0M | $-63.0M | ||
| Q3 24 | $-65.1M | $-36.0M | ||
| Q2 24 | $19.5M | $-35.0M |
自由现金流率ESRTLBRDA
| Q1 26 | — | — | ||
| Q4 25 | 25.4% | — | ||
| Q3 25 | 36.8% | — | ||
| Q2 25 | -28.8% | 14.2% | ||
| Q1 25 | 22.8% | 4.9% | ||
| Q4 24 | 44.5% | -24.0% | ||
| Q3 24 | -32.6% | -13.7% | ||
| Q2 24 | 10.3% | -14.2% |
资本支出强度ESRTLBRDA
| Q1 26 | 10.0% | — | ||
| Q4 25 | 99.6% | — | ||
| Q3 25 | 16.5% | — | ||
| Q2 25 | 42.8% | 20.7% | ||
| Q1 25 | 23.4% | 24.4% | ||
| Q4 24 | 87.5% | 24.3% | ||
| Q3 24 | 84.1% | 22.9% | ||
| Q2 24 | 9.3% | 25.2% |
现金转化率ESRTLBRDA
| Q1 26 | — | — | ||
| Q4 25 | 7.74× | — | ||
| Q3 25 | 7.72× | — | ||
| Q2 25 | 2.35× | 0.24× | ||
| Q1 25 | 5.27× | 0.29× | ||
| Q4 24 | 13.88× | 0.00× | ||
| Q3 24 | 4.51× | 0.17× | ||
| Q2 24 | 1.30× | 0.14× |
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
ESRT
| Rental revenue (1) | $166.1M | 87% |
| Observatory revenue | $18.5M | 10% |
| Other revenue and fees | $4.1M | 2% |
| Lease termination fees | $1.4M | 1% |
| Third-party management and other fees | $277.0K | 0% |
LBRDA
暂无分部数据
