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Empire State Realty Trust, Inc.（ESRT）与Tecnoglass Inc.（TGLS）财务数据对比。点击上方公司名可切换其他公司
Tecnoglass Inc.的季度营收约是Empire State Realty Trust, Inc.的1.3倍（$245.3M vs $190.3M），Tecnoglass Inc.净利率更高（10.6% vs 1.6%，领先9.1%），Empire State Realty Trust, Inc.同比增速更快（5.7% vs 2.4%），过去两年Tecnoglass Inc.的营收复合增速更高（12.8% 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。
Tecnoglass Inc.是一家领先的建筑玻璃、铝制门窗及相关建材生产商，主要服务北美及拉美地区的住宅和商业建筑领域，为新建及翻新项目提供定制化、高能效的建筑解决方案。
ESRT vs TGLS — 直观对比
营收规模更大
TGLS
是对方的1.3倍
$190.3M
营收增速更快
ESRT
高出3.3%
2.4%
净利率更高
TGLS
高出9.1%
1.6%
两年增速更快
TGLS
近两年复合增速
0.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $190.3M | $245.3M |
| 净利润 | $3.0M | $26.1M |
| 毛利率 | — | 40.0% |
| 营业利润率 | 15.5% | 18.3% |
| 净利率 | 1.6% | 10.6% |
| 营收同比 | 5.7% | 2.4% |
| 净利润同比 | -73.7% | -44.5% |
| 每股收益（稀释后） | $0.20 | $0.57 |
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ESRTTGLS
| Q1 26 | $190.3M | — | ||
| Q4 25 | $199.2M | $245.3M | ||
| Q3 25 | $197.7M | $260.5M | ||
| Q2 25 | $191.3M | $255.5M | ||
| Q1 25 | $180.1M | $222.3M | ||
| Q4 24 | $197.6M | $239.6M | ||
| Q3 24 | $199.6M | $238.3M | ||
| Q2 24 | $189.5M | $219.7M |
净利润ESRTTGLS
| Q1 26 | $3.0M | — | ||
| Q4 25 | $32.2M | $26.1M | ||
| Q3 25 | $13.6M | $47.2M | ||
| Q2 25 | $11.4M | $44.1M | ||
| Q1 25 | $15.8M | $42.2M | ||
| Q4 24 | $18.8M | $47.0M | ||
| Q3 24 | $22.8M | $49.5M | ||
| Q2 24 | $28.6M | $35.0M |
毛利率ESRTTGLS
| Q1 26 | — | — | ||
| Q4 25 | — | 40.0% | ||
| Q3 25 | — | 42.7% | ||
| Q2 25 | — | 44.7% | ||
| Q1 25 | — | 43.9% | ||
| Q4 24 | — | 44.5% | ||
| Q3 24 | — | 45.8% | ||
| Q2 24 | — | 40.8% |
营业利润率ESRTTGLS
| Q1 26 | 15.5% | — | ||
| Q4 25 | 17.8% | 18.3% | ||
| Q3 25 | 19.9% | 25.1% | ||
| Q2 25 | 18.4% | 24.0% | ||
| Q1 25 | 14.3% | 26.7% | ||
| Q4 24 | 21.7% | 28.0% | ||
| Q3 24 | 22.7% | 28.4% | ||
| Q2 24 | 20.8% | 23.3% |
净利率ESRTTGLS
| Q1 26 | 1.6% | — | ||
| Q4 25 | 16.1% | 10.6% | ||
| Q3 25 | 6.9% | 18.1% | ||
| Q2 25 | 6.0% | 17.3% | ||
| Q1 25 | 8.8% | 19.0% | ||
| Q4 24 | 9.5% | 19.6% | ||
| Q3 24 | 11.4% | 20.8% | ||
| Q2 24 | 15.1% | 15.9% |
每股收益（稀释后）ESRTTGLS
| Q1 26 | $0.20 | — | ||
| Q4 25 | $0.11 | $0.57 | ||
| Q3 25 | $0.05 | $1.01 | ||
| Q2 25 | $0.04 | $0.94 | ||
| Q1 25 | $0.05 | $0.90 | ||
| Q4 24 | $0.07 | $1.00 | ||
| Q3 24 | $0.08 | $1.05 | ||
| Q2 24 | $0.10 | $0.75 |
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 | $104.1M |
| 总债务越低越好 | — | $174.4M |
| 股东权益账面价值 | $1.8B | $713.1M |
| 总资产 | $4.4B | $1.3B |
| 负债/权益比越低杠杆越低 | — | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资ESRTTGLS
| Q1 26 | $68.8M | — | ||
| Q4 25 | $132.7M | $104.1M | ||
| Q3 25 | $154.1M | $127.1M | ||
| Q2 25 | $94.6M | $140.9M | ||
| Q1 25 | $187.8M | $160.2M | ||
| Q4 24 | $385.5M | $137.5M | ||
| Q3 24 | $421.9M | $124.8M | ||
| Q2 24 | $535.5M | $129.5M |
总债务ESRTTGLS
| Q1 26 | — | — | ||
| Q4 25 | — | $174.4M | ||
| Q3 25 | — | $114.7M | ||
| Q2 25 | — | $110.6M | ||
| Q1 25 | — | $110.6M | ||
| Q4 24 | — | $111.1M | ||
| Q3 24 | — | $126.8M | ||
| Q2 24 | — | $144.7M |
股东权益ESRTTGLS
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.1B | $713.1M | ||
| Q3 25 | $1.0B | $764.0M | ||
| Q2 25 | $1.0B | $736.0M | ||
| Q1 25 | $1.0B | $685.1M | ||
| Q4 24 | $1.0B | $631.2M | ||
| Q3 24 | $1.0B | $613.3M | ||
| Q2 24 | $1.0B | $574.8M |
总资产ESRTTGLS
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.5B | $1.3B | ||
| Q3 25 | $4.1B | $1.2B | ||
| Q2 25 | $4.1B | $1.2B | ||
| Q1 25 | $4.1B | $1.1B | ||
| Q4 24 | $4.5B | $1.0B | ||
| Q3 24 | $4.4B | $996.3M | ||
| Q2 24 | $4.4B | $942.5M |
负债/权益比ESRTTGLS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.25× |
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 | — | $31.0M |
| 自由现金流经营现金流 - 资本支出 | — | $11.4M |
| 自由现金流率自由现金流/营收 | — | 4.7% |
| 资本支出强度资本支出/营收 | 10.0% | 8.0% |
| 现金转化率经营现金流/净利润 | — | 1.19× |
| 过去12个月自由现金流最近4个季度 | — | $34.5M |
8季度趋势，按日历期对齐
经营现金流ESRTTGLS
| Q1 26 | — | — | ||
| Q4 25 | $249.1M | $31.0M | ||
| Q3 25 | $105.3M | $40.0M | ||
| Q2 25 | $26.7M | $17.9M | ||
| Q1 25 | $83.1M | $46.9M | ||
| Q4 24 | $260.9M | $61.1M | ||
| Q3 24 | $102.8M | $41.5M | ||
| Q2 24 | $37.1M | $34.5M |
自由现金流ESRTTGLS
| Q1 26 | — | — | ||
| Q4 25 | $50.6M | $11.4M | ||
| Q3 25 | $72.8M | $21.2M | ||
| Q2 25 | $-55.1M | $-14.7M | ||
| Q1 25 | $41.1M | $16.5M | ||
| Q4 24 | $88.0M | $35.4M | ||
| Q3 24 | $-65.1M | $17.8M | ||
| Q2 24 | $19.5M | $14.2M |
自由现金流率ESRTTGLS
| Q1 26 | — | — | ||
| Q4 25 | 25.4% | 4.7% | ||
| Q3 25 | 36.8% | 8.2% | ||
| Q2 25 | -28.8% | -5.7% | ||
| Q1 25 | 22.8% | 7.4% | ||
| Q4 24 | 44.5% | 14.8% | ||
| Q3 24 | -32.6% | 7.5% | ||
| Q2 24 | 10.3% | 6.5% |
资本支出强度ESRTTGLS
| Q1 26 | 10.0% | — | ||
| Q4 25 | 99.6% | 8.0% | ||
| Q3 25 | 16.5% | 7.2% | ||
| Q2 25 | 42.8% | 12.7% | ||
| Q1 25 | 23.4% | 13.7% | ||
| Q4 24 | 87.5% | 10.7% | ||
| Q3 24 | 84.1% | 9.9% | ||
| Q2 24 | 9.3% | 9.2% |
现金转化率ESRTTGLS
| Q1 26 | — | — | ||
| Q4 25 | 7.74× | 1.19× | ||
| Q3 25 | 7.72× | 0.85× | ||
| Q2 25 | 2.35× | 0.41× | ||
| Q1 25 | 5.27× | 1.11× | ||
| Q4 24 | 13.88× | 1.30× | ||
| Q3 24 | 4.51× | 0.84× | ||
| Q2 24 | 1.30× | 0.98× |
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% |
TGLS
| Product Sales | $164.2M | 67% |
| Fixed Price Contracts | $81.1M | 33% |
| Related Party | $692.0K | 0% |
