vs
Essex Property Trust(ESS)与华美银行集团(EWBC)财务数据对比。点击上方公司名可切换其他公司
华美银行集团的季度营收约是Essex Property Trust的1.6倍($775.0M vs $479.6M),华美银行集团净利率更高(46.2% vs 17.9%,领先28.3%),Essex Property Trust同比增速更快(5.5% vs 2.1%),过去两年华美银行集团的营收复合增速更高(18.4% vs 6.0%)
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。
华美银行集团旗下核心子公司为华美银行,是总部位于美国南加州的最大上市银行控股集团。集团资产规模超100亿美元,曾获评标普全球市场财智全美最佳银行,自2023年起连续三年位列《银行董事》杂志同资产规模银行绩效榜单首位。
ESS vs EWBC — 直观对比
营收规模更大
EWBC
是对方的1.6倍
$479.6M
营收增速更快
ESS
高出3.4%
2.1%
净利率更高
EWBC
高出28.3%
17.9%
两年增速更快
EWBC
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $479.6M | $775.0M |
| 净利润 | $85.7M | $358.0M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | — |
| 净利率 | 17.9% | 46.2% |
| 营收同比 | 5.5% | 2.1% |
| 净利润同比 | -71.6% | 0.4% |
| 每股收益(稀释后) | $1.24 | $2.57 |
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
ESS
EWBC
| Q1 26 | — | $775.0M | ||
| Q4 25 | $479.6M | $657.8M | ||
| Q3 25 | $473.3M | $677.5M | ||
| Q2 25 | $469.8M | $617.1M | ||
| Q1 25 | $464.6M | $600.2M | ||
| Q4 24 | $454.5M | $587.6M | ||
| Q3 24 | $450.7M | $572.7M | ||
| Q2 24 | $442.4M | $553.2M |
净利润
ESS
EWBC
| Q1 26 | — | $358.0M | ||
| Q4 25 | $85.7M | $356.3M | ||
| Q3 25 | $172.7M | $368.4M | ||
| Q2 25 | $231.5M | $310.3M | ||
| Q1 25 | $212.8M | $290.3M | ||
| Q4 24 | $301.7M | $293.1M | ||
| Q3 24 | $125.5M | $299.2M | ||
| Q2 24 | $99.0M | $288.2M |
毛利率
ESS
EWBC
| Q1 26 | — | — | ||
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | — | ||
| Q2 25 | 70.7% | — | ||
| Q1 25 | 69.6% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.5% | — | ||
| Q2 24 | 70.8% | — |
营业利润率
ESS
EWBC
| Q1 26 | — | — | ||
| Q4 25 | 31.7% | 71.0% | ||
| Q3 25 | 44.5% | 68.6% | ||
| Q2 25 | 59.5% | 65.2% | ||
| Q1 25 | 55.3% | 65.2% | ||
| Q4 24 | 67.0% | 60.6% | ||
| Q3 24 | 28.6% | 68.0% | ||
| Q2 24 | 31.1% | 65.9% |
净利率
ESS
EWBC
| Q1 26 | — | 46.2% | ||
| Q4 25 | 17.9% | 54.2% | ||
| Q3 25 | 36.5% | 54.4% | ||
| Q2 25 | 49.3% | 50.3% | ||
| Q1 25 | 45.8% | 48.4% | ||
| Q4 24 | 66.4% | 49.9% | ||
| Q3 24 | 27.8% | 52.2% | ||
| Q2 24 | 22.4% | 52.1% |
每股收益(稀释后)
ESS
EWBC
| Q1 26 | — | $2.57 | ||
| Q4 25 | $1.24 | $2.55 | ||
| Q3 25 | $2.56 | $2.65 | ||
| Q2 25 | $3.44 | $2.24 | ||
| Q1 25 | $3.16 | $2.08 | ||
| Q4 24 | $4.00 | $2.10 | ||
| Q3 24 | $1.84 | $2.14 | ||
| Q2 24 | $1.45 | $2.06 |
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 | $76.2M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $9.0B |
| 总资产 | $13.2B | $82.9B |
| 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
ESS
EWBC
| Q1 26 | — | — | ||
| Q4 25 | $76.2M | $4.2B | ||
| Q3 25 | $66.0M | $4.7B | ||
| Q2 25 | $58.7M | $4.4B | ||
| Q1 25 | $98.7M | $3.4B | ||
| Q4 24 | $66.8M | $5.3B | ||
| Q3 24 | $71.3M | $4.9B | ||
| Q2 24 | $55.2M | $4.4B |
总债务
ESS
EWBC
| Q1 26 | — | — | ||
| Q4 25 | — | $35.6M | ||
| Q3 25 | $6.4B | $35.7M | ||
| Q2 25 | $6.4B | $35.8M | ||
| Q1 25 | $6.8B | $35.9M | ||
| Q4 24 | — | $36.0M | ||
| Q3 24 | $6.4B | $36.1M | ||
| Q2 24 | $6.2B | $36.1M |
股东权益
ESS
EWBC
| Q1 26 | — | $9.0B | ||
| Q4 25 | $5.5B | $8.9B | ||
| Q3 25 | $5.6B | $8.6B | ||
| Q2 25 | $5.6B | $8.2B | ||
| Q1 25 | $5.6B | $7.9B | ||
| Q4 24 | $5.5B | $7.7B | ||
| Q3 24 | $5.4B | $7.7B | ||
| Q2 24 | $5.5B | $7.2B |
总资产
ESS
EWBC
| Q1 26 | — | $82.9B | ||
| Q4 25 | $13.2B | $80.4B | ||
| Q3 25 | $13.2B | $79.7B | ||
| Q2 25 | $13.2B | $78.2B | ||
| Q1 25 | $13.2B | $76.2B | ||
| Q4 24 | $12.9B | $76.0B | ||
| Q3 24 | $12.6B | $74.5B | ||
| Q2 24 | $12.5B | $72.5B |
负债/权益比
ESS
EWBC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | 1.15× | 0.00× | ||
| Q2 25 | 1.14× | 0.00× | ||
| Q1 25 | 1.22× | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | 1.18× | 0.00× | ||
| Q2 24 | 1.13× | 0.01× |
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 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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
ESS
EWBC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $713.4M | ||
| Q3 25 | $342.6M | $231.7M | ||
| Q2 25 | $216.1M | $278.7M | ||
| Q1 25 | $281.5M | $277.9M | ||
| Q4 24 | $1.1B | $500.1M | ||
| Q3 24 | $316.2M | $386.1M | ||
| Q2 24 | $218.9M | $259.2M |
现金转化率
ESS
EWBC
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | 2.00× | ||
| Q3 25 | 1.98× | 0.63× | ||
| Q2 25 | 0.93× | 0.90× | ||
| Q1 25 | 1.32× | 0.96× | ||
| Q4 24 | 3.54× | 1.71× | ||
| Q3 24 | 2.52× | 1.29× | ||
| Q2 24 | 2.21× | 0.90× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图