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Essex Property Trust（ESS）与FOX FACTORY HOLDING CORP（FOXF）财务数据对比。点击上方公司名可切换其他公司
Essex Property Trust的季度营收约是FOX FACTORY HOLDING CORP的1.3倍（$479.6M vs $376.4M），Essex Property Trust净利率更高（17.9% vs -0.2%，领先18.0%），Essex Property Trust同比增速更快（5.5% vs 4.8%），过去两年FOX FACTORY HOLDING CORP的营收复合增速更高（6.4% 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。
福克斯工厂控股公司是一家美国企业，旗下最知名的产品为Fox Racing Shox品牌的越野赛车减震悬挂部件，该品牌在越野改装和赛车领域拥有较高知名度，深受越野运动爱好者与专业赛车队伍的认可。
ESS vs FOXF — 直观对比
营收规模更大
ESS
是对方的1.3倍
$376.4M
营收增速更快
ESS
高出0.7%
4.8%
净利率更高
ESS
高出18.0%
-0.2%
两年增速更快
FOXF
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $376.4M |
| 净利润 | $85.7M | $-634.0K |
| 毛利率 | 70.0% | 30.4% |
| 营业利润率 | 31.7% | 4.0% |
| 净利率 | 17.9% | -0.2% |
| 营收同比 | 5.5% | 4.8% |
| 净利润同比 | -71.6% | -113.3% |
| 每股收益（稀释后） | $1.24 | $-0.02 |
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ESSFOXF
| Q4 25 | $479.6M | $376.4M | ||
| Q3 25 | $473.3M | $374.9M | ||
| Q2 25 | $469.8M | $355.0M | ||
| Q1 25 | $464.6M | $352.8M | ||
| Q4 24 | $454.5M | — | ||
| Q3 24 | $450.7M | $359.1M | ||
| Q2 24 | $442.4M | $348.5M | ||
| Q1 24 | $426.9M | $333.5M |
净利润ESSFOXF
| Q4 25 | $85.7M | $-634.0K | ||
| Q3 25 | $172.7M | $2.7M | ||
| Q2 25 | $231.5M | $-259.7M | ||
| Q1 25 | $212.8M | $-141.0K | ||
| Q4 24 | $301.7M | — | ||
| Q3 24 | $125.5M | $4.8M | ||
| Q2 24 | $99.0M | $5.4M | ||
| Q1 24 | $285.1M | $-3.5M |
毛利率ESSFOXF
| Q4 25 | 70.0% | 30.4% | ||
| Q3 25 | 69.2% | 31.2% | ||
| Q2 25 | 70.7% | 30.9% | ||
| Q1 25 | 69.6% | 28.9% | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.5% | 29.9% | ||
| Q2 24 | 70.8% | 31.8% | ||
| Q1 24 | 69.7% | 30.9% |
营业利润率ESSFOXF
| Q4 25 | 31.7% | 4.0% | ||
| Q3 25 | 44.5% | 4.9% | ||
| Q2 25 | 59.5% | -70.6% | ||
| Q1 25 | 55.3% | 3.2% | ||
| Q4 24 | 67.0% | — | ||
| Q3 24 | 28.6% | 5.2% | ||
| Q2 24 | 31.1% | 5.3% | ||
| Q1 24 | 31.0% | 2.7% |
净利率ESSFOXF
| Q4 25 | 17.9% | -0.2% | ||
| Q3 25 | 36.5% | 0.7% | ||
| Q2 25 | 49.3% | -73.1% | ||
| Q1 25 | 45.8% | -0.0% | ||
| Q4 24 | 66.4% | — | ||
| Q3 24 | 27.8% | 1.3% | ||
| Q2 24 | 22.4% | 1.6% | ||
| Q1 24 | 66.8% | -1.0% |
每股收益（稀释后）ESSFOXF
| Q4 25 | $1.24 | $-0.02 | ||
| Q3 25 | $2.56 | $0.07 | ||
| Q2 25 | $3.44 | $-6.23 | ||
| Q1 25 | $3.16 | $0.00 | ||
| Q4 24 | $4.00 | — | ||
| Q3 24 | $1.84 | $0.11 | ||
| Q2 24 | $1.45 | $0.13 | ||
| Q1 24 | $4.25 | $-0.08 |
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 | — | $536.7M |
| 股东权益账面价值 | $5.5B | $956.0M |
| 总资产 | $13.2B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.56× |
8季度趋势，按日历期对齐
现金及短期投资ESSFOXF
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | — | ||
| Q2 25 | $58.7M | — | ||
| Q1 25 | $98.7M | $71.7M | ||
| Q4 24 | $66.8M | — | ||
| Q3 24 | $71.3M | — | ||
| Q2 24 | $55.2M | — | ||
| Q1 24 | $499.0M | — |
总债务ESSFOXF
| Q4 25 | — | $536.7M | ||
| Q3 25 | $6.4B | $541.8M | ||
| Q2 25 | $6.4B | $546.9M | ||
| Q1 25 | $6.8B | $552.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | $558.4M | ||
| Q2 24 | $6.2B | $564.1M | ||
| Q1 24 | $6.6B | $370.4M |
股东权益ESSFOXF
| Q4 25 | $5.5B | $956.0M | ||
| Q3 25 | $5.6B | $958.7M | ||
| Q2 25 | $5.6B | $939.9M | ||
| Q1 25 | $5.6B | $1.2B | ||
| Q4 24 | $5.5B | — | ||
| Q3 24 | $5.4B | $1.2B | ||
| Q2 24 | $5.5B | $1.2B | ||
| Q1 24 | $5.5B | $1.2B |
总资产ESSFOXF
| Q4 25 | $13.2B | $2.0B | ||
| Q3 25 | $13.2B | $2.0B | ||
| Q2 25 | $13.2B | $1.9B | ||
| Q1 25 | $13.2B | $2.2B | ||
| Q4 24 | $12.9B | — | ||
| Q3 24 | $12.6B | $2.3B | ||
| Q2 24 | $12.5B | $2.3B | ||
| Q1 24 | $12.9B | $2.2B |
负债/权益比ESSFOXF
| Q4 25 | — | 0.56× | ||
| Q3 25 | 1.15× | 0.57× | ||
| Q2 25 | 1.14× | 0.58× | ||
| Q1 25 | 1.22× | 0.46× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | 0.47× | ||
| Q2 24 | 1.13× | 0.47× | ||
| Q1 24 | 1.19× | 0.31× |
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 | $5.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-2.5M |
| 自由现金流率自由现金流/营收 | — | -0.7% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 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 | — | $85.4M |
8季度趋势，按日历期对齐
经营现金流ESSFOXF
| Q4 25 | $1.1B | $5.3M | ||
| Q3 25 | $342.6M | $36.8M | ||
| Q2 25 | $216.1M | $680.0K | ||
| Q1 25 | $281.5M | $81.7M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $316.2M | $14.1M | ||
| Q2 24 | $218.9M | $26.7M | ||
| Q1 24 | $314.9M | $9.4M |
自由现金流ESSFOXF
| Q4 25 | — | $-2.5M | ||
| Q3 25 | — | $24.6M | ||
| Q2 25 | — | $-6.5M | ||
| Q1 25 | — | $69.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $3.2M | ||
| Q2 24 | — | $15.4M | ||
| Q1 24 | — | $-555.0K |
自由现金流率ESSFOXF
| Q4 25 | — | -0.7% | ||
| Q3 25 | — | 6.6% | ||
| Q2 25 | — | -1.8% | ||
| Q1 25 | — | 19.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 4.4% | ||
| Q1 24 | — | -0.2% |
资本支出强度ESSFOXF
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 3.3% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | — | 3.0% |
现金转化率ESSFOXF
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | 13.41× | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | 2.94× | ||
| Q2 24 | 2.21× | 4.94× | ||
| Q1 24 | 1.10× | — |
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
FOXF
| Specialty Sports Group | $132.7M | 35% |
| Powered Vehicles Group | $125.9M | 33% |
| Aftermarket Applications Group | $117.8M | 31% |
