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Essex Property Trust(ESS)与FMC CORP(FMC)财务数据对比。点击上方公司名可切换其他公司
FMC CORP的季度营收约是Essex Property Trust的1.6倍($759.0M vs $479.6M),Essex Property Trust净利率更高(17.9% vs -37.0%,领先54.9%),Essex Property Trust同比增速更快(5.5% vs -4.0%),过去两年Essex Property Trust的营收复合增速更高(6.0% vs -14.5%)
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。
FMC公司是总部位于美国宾夕法尼亚州费城的化工制造企业,1883年创立之初以生产杀虫剂为主,后续逐步拓展业务至其他领域。二战期间曾为美国陆军部设计生产两栖履带登陆车,目前在全球拥有7000名员工,业务布局广泛。
ESS vs FMC — 直观对比
营收规模更大
FMC
是对方的1.6倍
$479.6M
营收增速更快
ESS
高出9.6%
-4.0%
净利率更高
ESS
高出54.9%
-37.0%
两年增速更快
ESS
近两年复合增速
-14.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $479.6M | $759.0M |
| 净利润 | $85.7M | $-281.2M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | -10.6% |
| 净利率 | 17.9% | -37.0% |
| 营收同比 | 5.5% | -4.0% |
| 净利润同比 | -71.6% | — |
| 每股收益(稀释后) | $1.24 | $-2.25 |
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
FMC
| Q1 26 | — | $759.0M | ||
| Q4 25 | $479.6M | $1.1B | ||
| Q3 25 | $473.3M | $542.2M | ||
| Q2 25 | $469.8M | $1.1B | ||
| Q1 25 | $464.6M | $791.4M | ||
| Q4 24 | $454.5M | $1.2B | ||
| Q3 24 | $450.7M | $1.1B | ||
| Q2 24 | $442.4M | $1.0B |
净利润
ESS
FMC
| Q1 26 | — | $-281.2M | ||
| Q4 25 | $85.7M | $-1.7B | ||
| Q3 25 | $172.7M | $-569.3M | ||
| Q2 25 | $231.5M | $66.7M | ||
| Q1 25 | $212.8M | $-15.5M | ||
| Q4 24 | $301.7M | $-16.3M | ||
| Q3 24 | $125.5M | $65.0M | ||
| Q2 24 | $99.0M | $295.1M |
毛利率
ESS
FMC
| Q1 26 | — | — | ||
| Q4 25 | 70.0% | 39.8% | ||
| Q3 25 | 69.2% | 23.8% | ||
| Q2 25 | 70.7% | 38.7% | ||
| Q1 25 | 69.6% | 40.0% | ||
| Q4 24 | 70.0% | 42.9% | ||
| Q3 24 | 69.5% | 36.3% | ||
| Q2 24 | 70.8% | 38.3% |
营业利润率
ESS
FMC
| Q1 26 | — | -10.6% | ||
| Q4 25 | 31.7% | -130.8% | ||
| Q3 25 | 44.5% | -73.1% | ||
| Q2 25 | 59.5% | 12.0% | ||
| Q1 25 | 55.3% | 7.4% | ||
| Q4 24 | 67.0% | 19.2% | ||
| Q3 24 | 28.6% | 12.7% | ||
| Q2 24 | 31.1% | 6.0% |
净利率
ESS
FMC
| Q1 26 | — | -37.0% | ||
| Q4 25 | 17.9% | -158.8% | ||
| Q3 25 | 36.5% | -105.0% | ||
| Q2 25 | 49.3% | 6.3% | ||
| Q1 25 | 45.8% | -2.0% | ||
| Q4 24 | 66.4% | -1.3% | ||
| Q3 24 | 27.8% | 6.1% | ||
| Q2 24 | 22.4% | 28.4% |
每股收益(稀释后)
ESS
FMC
| Q1 26 | — | $-2.25 | ||
| Q4 25 | $1.24 | $-13.77 | ||
| Q3 25 | $2.56 | $-4.52 | ||
| Q2 25 | $3.44 | $0.53 | ||
| Q1 25 | $3.16 | $-0.12 | ||
| Q4 24 | $4.00 | $-0.13 | ||
| Q3 24 | $1.84 | $0.52 | ||
| Q2 24 | $1.45 | $2.35 |
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 | $390.9M |
| 总债务越低越好 | — | $2.8B |
| 股东权益账面价值 | $5.5B | $1.8B |
| 总资产 | $13.2B | $9.4B |
| 负债/权益比越低杠杆越低 | — | 1.50× |
8季度趋势,按日历期对齐
现金及短期投资
ESS
FMC
| Q1 26 | — | $390.9M | ||
| Q4 25 | $76.2M | $584.5M | ||
| Q3 25 | $66.0M | $497.7M | ||
| Q2 25 | $58.7M | $438.2M | ||
| Q1 25 | $98.7M | $315.3M | ||
| Q4 24 | $66.8M | $357.3M | ||
| Q3 24 | $71.3M | $416.7M | ||
| Q2 24 | $55.2M | $471.5M |
总债务
ESS
FMC
| Q1 26 | — | $2.8B | ||
| Q4 25 | — | $3.4B | ||
| Q3 25 | $6.4B | $3.4B | ||
| Q2 25 | $6.4B | $3.4B | ||
| Q1 25 | $6.8B | $3.1B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | $6.4B | $3.1B | ||
| Q2 24 | $6.2B | $3.1B |
股东权益
ESS
FMC
| Q1 26 | — | $1.8B | ||
| Q4 25 | $5.5B | $2.1B | ||
| Q3 25 | $5.6B | $3.8B | ||
| Q2 25 | $5.6B | $4.4B | ||
| Q1 25 | $5.6B | $4.4B | ||
| Q4 24 | $5.5B | $4.5B | ||
| Q3 24 | $5.4B | $4.6B | ||
| Q2 24 | $5.5B | $4.6B |
总资产
ESS
FMC
| Q1 26 | — | $9.4B | ||
| Q4 25 | $13.2B | $9.7B | ||
| Q3 25 | $13.2B | $12.1B | ||
| Q2 25 | $13.2B | $12.3B | ||
| Q1 25 | $13.2B | $11.8B | ||
| Q4 24 | $12.9B | $11.7B | ||
| Q3 24 | $12.6B | $12.2B | ||
| Q2 24 | $12.5B | $12.1B |
负债/权益比
ESS
FMC
| Q1 26 | — | 1.50× | ||
| Q4 25 | — | 1.62× | ||
| Q3 25 | 1.15× | 0.89× | ||
| Q2 25 | 1.14× | 0.76× | ||
| Q1 25 | 1.22× | 0.71× | ||
| Q4 24 | — | 0.69× | ||
| Q3 24 | 1.18× | 0.68× | ||
| Q2 24 | 1.13× | 0.68× |
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 | — | $-628.1M |
| 自由现金流率自由现金流/营收 | — | -82.8% |
| 资本支出强度资本支出/营收 | — | 2.2% |
| 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 | — | $-154.0M |
8季度趋势,按日历期对齐
经营现金流
ESS
FMC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $657.1M | ||
| Q3 25 | $342.6M | $-184.2M | ||
| Q2 25 | $216.1M | $65.9M | ||
| Q1 25 | $281.5M | $-545.0M | ||
| Q4 24 | $1.1B | $427.9M | ||
| Q3 24 | $316.2M | $159.5M | ||
| Q2 24 | $218.9M | $292.2M |
自由现金流
ESS
FMC
| Q1 26 | — | $-628.1M | ||
| Q4 25 | — | $631.1M | ||
| Q3 25 | — | $-207.9M | ||
| Q2 25 | — | $50.9M | ||
| Q1 25 | — | $-576.6M | ||
| Q4 24 | — | $406.3M | ||
| Q3 24 | — | $143.8M | ||
| Q2 24 | — | $282.3M |
自由现金流率
ESS
FMC
| Q1 26 | — | -82.8% | ||
| Q4 25 | — | 58.3% | ||
| Q3 25 | — | -38.3% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | — | -72.9% | ||
| Q4 24 | — | 33.2% | ||
| Q3 24 | — | 13.5% | ||
| Q2 24 | — | 27.2% |
资本支出强度
ESS
FMC
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 4.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.0% |
现金转化率
ESS
FMC
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | 0.99× | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | 2.45× | ||
| Q2 24 | 2.21× | 0.99× |
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
ESS
暂无分部数据
FMC
| EMEA | $307.0M | 40% |
| North America | $198.0M | 26% |
| Latin America | $177.0M | 23% |
| Asia (excluding 2026 India) 1 | $81.0M | 11% |