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Empire State Realty Trust, Inc.（ESRT）与Tarsus Pharmaceuticals, Inc.（TARS）财务数据对比。点击上方公司名可切换其他公司
Empire State Realty Trust, Inc.的季度营收约是Tarsus Pharmaceuticals, Inc.的1.3倍（$190.3M vs $151.7M），Empire State Realty Trust, Inc.净利率更高（1.6% vs -5.5%，领先7.1%），Tarsus Pharmaceuticals, Inc.同比增速更快（128.4% vs 5.7%），过去两年Tarsus Pharmaceuticals, Inc.的营收复合增速更高（134.4% 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。
Tarsus Pharmaceuticals是一家处于后期临床阶段的生物制药公司，专注于眼科、皮肤科等专科领域创新疗法的研发和商业化，主打产品针对蠕形螨睑缘炎、玫瑰痤疮等未被充分诊断的常见病症，核心市场为美国。
ESRT vs TARS — 直观对比
营收规模更大
ESRT
是对方的1.3倍
$151.7M
营收增速更快
TARS
高出122.7%
5.7%
净利率更高
ESRT
高出7.1%
-5.5%
两年增速更快
TARS
近两年复合增速
0.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $190.3M | $151.7M |
| 净利润 | $3.0M | $-8.4M |
| 毛利率 | — | — |
| 营业利润率 | 15.5% | -5.3% |
| 净利率 | 1.6% | -5.5% |
| 营收同比 | 5.7% | 128.4% |
| 净利润同比 | -73.7% | 63.8% |
| 每股收益（稀释后） | $0.20 | $-0.17 |
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ESRTTARS
| Q1 26 | $190.3M | — | ||
| Q4 25 | $199.2M | $151.7M | ||
| Q3 25 | $197.7M | $118.7M | ||
| Q2 25 | $191.3M | $102.7M | ||
| Q1 25 | $180.1M | $78.3M | ||
| Q4 24 | $197.6M | $66.4M | ||
| Q3 24 | $199.6M | $48.1M | ||
| Q2 24 | $189.5M | $40.8M |
净利润ESRTTARS
| Q1 26 | $3.0M | — | ||
| Q4 25 | $32.2M | $-8.4M | ||
| Q3 25 | $13.6M | $-12.6M | ||
| Q2 25 | $11.4M | $-20.3M | ||
| Q1 25 | $15.8M | $-25.1M | ||
| Q4 24 | $18.8M | $-23.1M | ||
| Q3 24 | $22.8M | $-23.4M | ||
| Q2 24 | $28.6M | $-33.3M |
营业利润率ESRTTARS
| Q1 26 | 15.5% | — | ||
| Q4 25 | 17.8% | -5.3% | ||
| Q3 25 | 19.9% | -12.2% | ||
| Q2 25 | 18.4% | -21.6% | ||
| Q1 25 | 14.3% | -33.5% | ||
| Q4 24 | 21.7% | -36.8% | ||
| Q3 24 | 22.7% | -52.3% | ||
| Q2 24 | 20.8% | -81.6% |
净利率ESRTTARS
| Q1 26 | 1.6% | — | ||
| Q4 25 | 16.1% | -5.5% | ||
| Q3 25 | 6.9% | -10.6% | ||
| Q2 25 | 6.0% | -19.8% | ||
| Q1 25 | 8.8% | -32.1% | ||
| Q4 24 | 9.5% | -34.8% | ||
| Q3 24 | 11.4% | -48.7% | ||
| Q2 24 | 15.1% | -81.6% |
每股收益（稀释后）ESRTTARS
| Q1 26 | $0.20 | — | ||
| Q4 25 | $0.11 | $-0.17 | ||
| Q3 25 | $0.05 | $-0.30 | ||
| Q2 25 | $0.04 | $-0.48 | ||
| Q1 25 | $0.05 | $-0.64 | ||
| Q4 24 | $0.07 | $-0.57 | ||
| Q3 24 | $0.08 | $-0.61 | ||
| Q2 24 | $0.10 | $-0.88 |
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 | $417.3M |
| 总债务越低越好 | — | $72.4M |
| 股东权益账面价值 | $1.8B | $343.4M |
| 总资产 | $4.4B | $562.2M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资ESRTTARS
| Q1 26 | $68.8M | — | ||
| Q4 25 | $132.7M | $417.3M | ||
| Q3 25 | $154.1M | $401.8M | ||
| Q2 25 | $94.6M | $381.1M | ||
| Q1 25 | $187.8M | $407.9M | ||
| Q4 24 | $385.5M | $291.4M | ||
| Q3 24 | $421.9M | $317.0M | ||
| Q2 24 | $535.5M | $323.6M |
总债务ESRTTARS
| Q1 26 | — | — | ||
| Q4 25 | — | $72.4M | ||
| Q3 25 | — | $72.3M | ||
| Q2 25 | — | $72.1M | ||
| Q1 25 | — | $72.0M | ||
| Q4 24 | — | $71.8M | ||
| Q3 24 | — | $71.7M | ||
| Q2 24 | — | $71.6M |
股东权益ESRTTARS
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.1B | $343.4M | ||
| Q3 25 | $1.0B | $335.1M | ||
| Q2 25 | $1.0B | $332.6M | ||
| Q1 25 | $1.0B | $342.5M | ||
| Q4 24 | $1.0B | $224.5M | ||
| Q3 24 | $1.0B | $237.5M | ||
| Q2 24 | $1.0B | $252.2M |
总资产ESRTTARS
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.5B | $562.2M | ||
| Q3 25 | $4.1B | $534.6M | ||
| Q2 25 | $4.1B | $495.0M | ||
| Q1 25 | $4.1B | $500.8M | ||
| Q4 24 | $4.5B | $377.0M | ||
| Q3 24 | $4.4B | $376.3M | ||
| Q2 24 | $4.4B | $376.8M |
负债/权益比ESRTTARS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.28× |
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 | — | $19.3M |
| 自由现金流经营现金流 - 资本支出 | — | $13.0M |
| 自由现金流率自由现金流/营收 | — | 8.6% |
| 资本支出强度资本支出/营收 | 10.0% | 4.2% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-22.3M |
8季度趋势，按日历期对齐
经营现金流ESRTTARS
| Q1 26 | — | — | ||
| Q4 25 | $249.1M | $19.3M | ||
| Q3 25 | $105.3M | $18.3M | ||
| Q2 25 | $26.7M | $-29.4M | ||
| Q1 25 | $83.1M | $-20.7M | ||
| Q4 24 | $260.9M | $-22.2M | ||
| Q3 24 | $102.8M | $-8.7M | ||
| Q2 24 | $37.1M | $-14.4M |
自由现金流ESRTTARS
| Q1 26 | — | — | ||
| Q4 25 | $50.6M | $13.0M | ||
| Q3 25 | $72.8M | $16.3M | ||
| Q2 25 | $-55.1M | $-30.4M | ||
| Q1 25 | $41.1M | $-21.2M | ||
| Q4 24 | $88.0M | $-22.3M | ||
| Q3 24 | $-65.1M | $-8.9M | ||
| Q2 24 | $19.5M | $-15.4M |
自由现金流率ESRTTARS
| Q1 26 | — | — | ||
| Q4 25 | 25.4% | 8.6% | ||
| Q3 25 | 36.8% | 13.8% | ||
| Q2 25 | -28.8% | -29.6% | ||
| Q1 25 | 22.8% | -27.1% | ||
| Q4 24 | 44.5% | -33.5% | ||
| Q3 24 | -32.6% | -18.6% | ||
| Q2 24 | 10.3% | -37.8% |
资本支出强度ESRTTARS
| Q1 26 | 10.0% | — | ||
| Q4 25 | 99.6% | 4.2% | ||
| Q3 25 | 16.5% | 1.6% | ||
| Q2 25 | 42.8% | 1.0% | ||
| Q1 25 | 23.4% | 0.8% | ||
| Q4 24 | 87.5% | 0.1% | ||
| Q3 24 | 84.1% | 0.6% | ||
| Q2 24 | 9.3% | 2.5% |
现金转化率ESRTTARS
| Q1 26 | — | — | ||
| 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× | — |
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% |
TARS
暂无分部数据
