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Essex Property Trust（ESS）与FLAGSTAR BANK, NATIONAL ASSOCIATION（FLG）财务数据对比。点击上方公司名可切换其他公司
FLAGSTAR BANK, NATIONAL ASSOCIATION的季度营收约是Essex Property Trust的1.0倍（$498.0M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 4.2%，领先13.7%），Essex Property Trust同比增速更快（5.5% vs 1.6%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -18.0%）
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。
Flagstar银行是原总部位于美国密歇根州特洛伊的商业银行，成立于1987年，主营零售及商业银行业务、抵押贷款发放及各类金融服务。其控股公司于2022年12月被纽约社区银行收购，后者后将全部门店统一为Flagstar品牌，2024年更名为Flagstar Financial，2025年启动企业重组。
ESS vs FLG — 直观对比
营收规模更大
FLG
是对方的1.0倍
$479.6M
营收增速更快
ESS
高出3.9%
1.6%
净利率更高
ESS
高出13.7%
4.2%
两年增速更快
ESS
近两年复合增速
-18.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $498.0M |
| 净利润 | $85.7M | $21.0M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 11.4% |
| 净利率 | 17.9% | 4.2% |
| 营收同比 | 5.5% | 1.6% |
| 净利润同比 | -71.6% | -38.1% |
| 每股收益（稀释后） | $1.24 | $0.03 |
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ESSFLG
| Q1 26 | — | $498.0M | ||
| Q4 25 | $479.6M | — | ||
| Q3 25 | $473.3M | $425.0M | ||
| Q2 25 | $469.8M | $419.0M | ||
| Q1 25 | $464.6M | — | ||
| Q4 24 | $454.5M | $461.0M | ||
| Q3 24 | $450.7M | $510.0M | ||
| Q2 24 | $442.4M | $557.0M |
净利润ESSFLG
| Q1 26 | — | $21.0M | ||
| Q4 25 | $85.7M | — | ||
| Q3 25 | $172.7M | $-36.0M | ||
| Q2 25 | $231.5M | $-70.0M | ||
| Q1 25 | $212.8M | — | ||
| Q4 24 | $301.7M | $-188.0M | ||
| Q3 24 | $125.5M | $-280.0M | ||
| Q2 24 | $99.0M | $-323.0M |
毛利率ESSFLG
| 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ESSFLG
| Q1 26 | — | 11.4% | ||
| Q4 25 | 31.7% | — | ||
| Q3 25 | 44.5% | -9.6% | ||
| Q2 25 | 59.5% | -19.3% | ||
| Q1 25 | 55.3% | — | ||
| Q4 24 | 67.0% | -51.6% | ||
| Q3 24 | 28.6% | -65.7% | ||
| Q2 24 | 31.1% | -76.1% |
净利率ESSFLG
| Q1 26 | — | 4.2% | ||
| Q4 25 | 17.9% | — | ||
| Q3 25 | 36.5% | -8.5% | ||
| Q2 25 | 49.3% | -16.7% | ||
| Q1 25 | 45.8% | — | ||
| Q4 24 | 66.4% | -40.8% | ||
| Q3 24 | 27.8% | -54.9% | ||
| Q2 24 | 22.4% | -58.0% |
每股收益（稀释后）ESSFLG
| Q1 26 | — | $0.03 | ||
| Q4 25 | $1.24 | — | ||
| Q3 25 | $2.56 | $-0.11 | ||
| Q2 25 | $3.44 | $-0.19 | ||
| Q1 25 | $3.16 | — | ||
| Q4 24 | $4.00 | $-1.11 | ||
| Q3 24 | $1.84 | $-0.79 | ||
| Q2 24 | $1.45 | $-1.14 |
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 | $8.1B |
| 总资产 | $13.2B | $87.1B |
| 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ESSFLG
| Q1 26 | — | — | ||
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | $23.6B | ||
| Q2 25 | $58.7M | $22.9B | ||
| Q1 25 | $98.7M | — | ||
| Q4 24 | $66.8M | $25.8B | ||
| Q3 24 | $71.3M | $33.6B | ||
| Q2 24 | $55.2M | $29.5B |
总债务ESSFLG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | $13.2B | ||
| Q2 25 | $6.4B | $13.2B | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | $14.4B | ||
| Q3 24 | $6.4B | $20.3B | ||
| Q2 24 | $6.2B | $28.9B |
股东权益ESSFLG
| Q1 26 | — | $8.1B | ||
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.6B | $8.1B | ||
| Q2 25 | $5.6B | $8.1B | ||
| Q1 25 | $5.6B | — | ||
| Q4 24 | $5.5B | $8.2B | ||
| Q3 24 | $5.4B | $8.6B | ||
| Q2 24 | $5.5B | $8.4B |
总资产ESSFLG
| Q1 26 | — | $87.1B | ||
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.2B | $91.7B | ||
| Q2 25 | $13.2B | $92.2B | ||
| Q1 25 | $13.2B | — | ||
| Q4 24 | $12.9B | $100.2B | ||
| Q3 24 | $12.6B | $114.4B | ||
| Q2 24 | $12.5B | $119.1B |
负债/权益比ESSFLG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | 1.63× | ||
| Q2 25 | 1.14× | 1.63× | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | 1.77× | ||
| Q3 24 | 1.18× | 2.37× | ||
| Q2 24 | 1.13× | 3.44× |
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ESSFLG
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $342.6M | $243.0M | ||
| Q2 25 | $216.1M | — | ||
| Q1 25 | $281.5M | — | ||
| Q4 24 | $1.1B | $623.0M | ||
| Q3 24 | $316.2M | $-1.0B | ||
| Q2 24 | $218.9M | $796.0M |
现金转化率ESSFLG
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | — | ||
| Q2 24 | 2.21× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
