vs
Essex Property Trust（ESS）与富兰克林电气（FELE）财务数据对比。点击上方公司名可切换其他公司
富兰克林电气的季度营收约是Essex Property Trust的1.0倍（$500.4M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 6.9%，领先10.9%），富兰克林电气同比增速更快（9.9% vs 5.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -4.0%）
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。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商，主营泵类、电机、驱动器及控制设备，产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡，在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地，为全球客户提供可靠的流体运输与能源管理解决方案。
ESS vs FELE — 直观对比
营收规模更大
FELE
是对方的1.0倍
$479.6M
营收增速更快
FELE
高出4.4%
5.5%
净利率更高
ESS
高出10.9%
6.9%
两年增速更快
ESS
近两年复合增速
-4.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $500.4M |
| 净利润 | $85.7M | $34.7M |
| 毛利率 | 70.0% | 35.0% |
| 营业利润率 | 31.7% | 9.6% |
| 净利率 | 17.9% | 6.9% |
| 营收同比 | 5.5% | 9.9% |
| 净利润同比 | -71.6% | 10.6% |
| 每股收益（稀释后） | $1.24 | $0.77 |
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ESSFELE
| Q1 26 | — | $500.4M | ||
| Q4 25 | $479.6M | $506.9M | ||
| Q3 25 | $473.3M | $581.7M | ||
| Q2 25 | $469.8M | $587.4M | ||
| Q1 25 | $464.6M | $455.2M | ||
| Q4 24 | $454.5M | $485.7M | ||
| Q3 24 | $450.7M | $531.4M | ||
| Q2 24 | $442.4M | $543.3M |
净利润ESSFELE
| Q1 26 | — | $34.7M | ||
| Q4 25 | $85.7M | $39.3M | ||
| Q3 25 | $172.7M | $16.7M | ||
| Q2 25 | $231.5M | $60.1M | ||
| Q1 25 | $212.8M | $31.0M | ||
| Q4 24 | $301.7M | $33.7M | ||
| Q3 24 | $125.5M | $54.6M | ||
| Q2 24 | $99.0M | $59.1M |
毛利率ESSFELE
| Q1 26 | — | 35.0% | ||
| Q4 25 | 70.0% | 33.8% | ||
| Q3 25 | 69.2% | 35.9% | ||
| Q2 25 | 70.7% | 36.1% | ||
| Q1 25 | 69.6% | 36.0% | ||
| Q4 24 | 70.0% | 33.8% | ||
| Q3 24 | 69.5% | 35.7% | ||
| Q2 24 | 70.8% | 36.8% |
营业利润率ESSFELE
| Q1 26 | — | 9.6% | ||
| Q4 25 | 31.7% | 10.2% | ||
| Q3 25 | 44.5% | 14.6% | ||
| Q2 25 | 59.5% | 15.0% | ||
| Q1 25 | 55.3% | 9.7% | ||
| Q4 24 | 67.0% | 8.9% | ||
| Q3 24 | 28.6% | 13.8% | ||
| Q2 24 | 31.1% | 14.6% |
净利率ESSFELE
| Q1 26 | — | 6.9% | ||
| Q4 25 | 17.9% | 7.7% | ||
| Q3 25 | 36.5% | 2.9% | ||
| Q2 25 | 49.3% | 10.2% | ||
| Q1 25 | 45.8% | 6.8% | ||
| Q4 24 | 66.4% | 6.9% | ||
| Q3 24 | 27.8% | 10.3% | ||
| Q2 24 | 22.4% | 10.9% |
每股收益（稀释后）ESSFELE
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.24 | $0.87 | ||
| Q3 25 | $2.56 | $0.37 | ||
| Q2 25 | $3.44 | $1.31 | ||
| Q1 25 | $3.16 | $0.67 | ||
| Q4 24 | $4.00 | $0.73 | ||
| Q3 24 | $1.84 | $1.17 | ||
| Q2 24 | $1.45 | $1.26 |
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 | $80.4M |
| 总债务越低越好 | — | $134.4M |
| 股东权益账面价值 | $5.5B | $1.3B |
| 总资产 | $13.2B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资ESSFELE
| Q1 26 | — | $80.4M | ||
| Q4 25 | $76.2M | $99.7M | ||
| Q3 25 | $66.0M | $102.9M | ||
| Q2 25 | $58.7M | $104.6M | ||
| Q1 25 | $98.7M | $84.0M | ||
| Q4 24 | $66.8M | $220.5M | ||
| Q3 24 | $71.3M | $106.3M | ||
| Q2 24 | $55.2M | $58.1M |
总债务ESSFELE
| Q1 26 | — | $134.4M | ||
| Q4 25 | — | $135.2M | ||
| Q3 25 | $6.4B | $135.2M | ||
| Q2 25 | $6.4B | $14.5M | ||
| Q1 25 | $6.8B | $14.9M | ||
| Q4 24 | — | $11.6M | ||
| Q3 24 | $6.4B | $11.6M | ||
| Q2 24 | $6.2B | $87.2M |
股东权益ESSFELE
| Q1 26 | — | $1.3B | ||
| Q4 25 | $5.5B | $1.3B | ||
| Q3 25 | $5.6B | $1.3B | ||
| Q2 25 | $5.6B | $1.3B | ||
| Q1 25 | $5.6B | $1.3B | ||
| Q4 24 | $5.5B | $1.3B | ||
| Q3 24 | $5.4B | $1.3B | ||
| Q2 24 | $5.5B | $1.2B |
总资产ESSFELE
| Q1 26 | — | $2.0B | ||
| Q4 25 | $13.2B | $1.9B | ||
| Q3 25 | $13.2B | $2.0B | ||
| Q2 25 | $13.2B | $2.0B | ||
| Q1 25 | $13.2B | $1.9B | ||
| Q4 24 | $12.9B | $1.8B | ||
| Q3 24 | $12.6B | $1.8B | ||
| Q2 24 | $12.5B | $1.8B |
负债/权益比ESSFELE
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | 1.15× | 0.10× | ||
| Q2 25 | 1.14× | 0.01× | ||
| Q1 25 | 1.22× | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | 1.18× | 0.01× | ||
| Q2 24 | 1.13× | 0.07× |
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ESSFELE
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $104.2M | ||
| Q3 25 | $342.6M | $102.7M | ||
| Q2 25 | $216.1M | $51.5M | ||
| Q1 25 | $281.5M | $-19.5M | ||
| Q4 24 | $1.1B | $110.3M | ||
| Q3 24 | $316.2M | $116.1M | ||
| Q2 24 | $218.9M | $36.4M |
自由现金流ESSFELE
| Q1 26 | — | — | ||
| Q4 25 | — | $88.7M | ||
| Q3 25 | — | $91.3M | ||
| Q2 25 | — | $39.9M | ||
| Q1 25 | — | $-26.3M | ||
| Q4 24 | — | $97.5M | ||
| Q3 24 | — | $106.6M | ||
| Q2 24 | — | $26.1M |
自由现金流率ESSFELE
| Q1 26 | — | — | ||
| Q4 25 | — | 17.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | — | 6.8% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | — | 20.1% | ||
| Q3 24 | — | 20.1% | ||
| Q2 24 | — | 4.8% |
资本支出强度ESSFELE
| Q1 26 | — | — | ||
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 1.9% |
现金转化率ESSFELE
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | 2.65× | ||
| Q3 25 | 1.98× | 6.14× | ||
| Q2 25 | 0.93× | 0.86× | ||
| Q1 25 | 1.32× | -0.63× | ||
| Q4 24 | 3.54× | 3.28× | ||
| Q3 24 | 2.52× | 2.13× | ||
| Q2 24 | 2.21× | 0.62× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
