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Essex Property Trust（ESS）与FTAI Aviation Ltd.（FTAI）财务数据对比。点击上方公司名可切换其他公司
FTAI Aviation Ltd.的季度营收约是Essex Property Trust的1.7倍（$830.7M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 16.2%，领先1.7%），FTAI Aviation Ltd.同比增速更快（65.5% vs 5.5%），过去两年FTAI Aviation Ltd.的营收复合增速更高（36.8% 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。
FTAI航空有限公司是一家全球性航空基础设施及解决方案提供商，主营商用飞机、航空发动机及相关航空资产的持有、租赁与维护业务，为全球商用航空公司、货运运营商提供定制化资产管理及售后支持服务，助力客户提升运营效率。
ESS vs FTAI — 直观对比
营收规模更大
FTAI
是对方的1.7倍
$479.6M
营收增速更快
FTAI
高出59.9%
5.5%
净利率更高
ESS
高出1.7%
16.2%
两年增速更快
FTAI
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $830.7M |
| 净利润 | $85.7M | $134.2M |
| 毛利率 | 70.0% | 36.9% |
| 营业利润率 | 31.7% | — |
| 净利率 | 17.9% | 16.2% |
| 营收同比 | 5.5% | 65.5% |
| 净利润同比 | -71.6% | 34.7% |
| 每股收益（稀释后） | $1.24 | $1.29 |
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ESSFTAI
| Q1 26 | — | $830.7M | ||
| Q4 25 | $479.6M | $662.0M | ||
| Q3 25 | $473.3M | $667.1M | ||
| Q2 25 | $469.8M | $676.2M | ||
| Q1 25 | $464.6M | $502.1M | ||
| Q4 24 | $454.5M | $498.8M | ||
| Q3 24 | $450.7M | $465.8M | ||
| Q2 24 | $442.4M | $443.6M |
净利润ESSFTAI
| Q1 26 | — | $134.2M | ||
| Q4 25 | $85.7M | $115.6M | ||
| Q3 25 | $172.7M | $117.7M | ||
| Q2 25 | $231.5M | $165.4M | ||
| Q1 25 | $212.8M | $102.4M | ||
| Q4 24 | $301.7M | $102.4M | ||
| Q3 24 | $125.5M | $86.5M | ||
| Q2 24 | $99.0M | $-219.9M |
毛利率ESSFTAI
| Q1 26 | — | 36.9% | ||
| Q4 25 | 70.0% | 44.3% | ||
| Q3 25 | 69.2% | 45.6% | ||
| Q2 25 | 70.7% | 45.4% | ||
| Q1 25 | 69.6% | 50.5% | ||
| Q4 24 | 70.0% | 48.3% | ||
| Q3 24 | 69.5% | 52.9% | ||
| Q2 24 | 70.8% | 53.6% |
营业利润率ESSFTAI
| Q1 26 | — | — | ||
| Q4 25 | 31.7% | 20.3% | ||
| Q3 25 | 44.5% | 21.6% | ||
| Q2 25 | 59.5% | 30.1% | ||
| Q1 25 | 55.3% | 24.9% | ||
| Q4 24 | 67.0% | 21.7% | ||
| Q3 24 | 28.6% | 20.1% | ||
| Q2 24 | 31.1% | -52.5% |
净利率ESSFTAI
| Q1 26 | — | 16.2% | ||
| Q4 25 | 17.9% | 17.5% | ||
| Q3 25 | 36.5% | 17.6% | ||
| Q2 25 | 49.3% | 24.5% | ||
| Q1 25 | 45.8% | 20.4% | ||
| Q4 24 | 66.4% | 20.5% | ||
| Q3 24 | 27.8% | 18.6% | ||
| Q2 24 | 22.4% | -49.6% |
每股收益（稀释后）ESSFTAI
| Q1 26 | — | $1.29 | ||
| Q4 25 | $1.24 | $1.06 | ||
| Q3 25 | $2.56 | $1.10 | ||
| Q2 25 | $3.44 | $1.57 | ||
| Q1 25 | $3.16 | $0.87 | ||
| Q4 24 | $4.00 | $0.87 | ||
| Q3 24 | $1.84 | $0.76 | ||
| Q2 24 | $1.45 | $-2.26 |
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 | $412.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $431.7M |
| 总资产 | $13.2B | $4.5B |
| 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ESSFTAI
| Q1 26 | — | $412.2M | ||
| Q4 25 | $76.2M | $300.5M | ||
| Q3 25 | $66.0M | $509.9M | ||
| Q2 25 | $58.7M | $301.9M | ||
| Q1 25 | $98.7M | $112.1M | ||
| Q4 24 | $66.8M | $115.1M | ||
| Q3 24 | $71.3M | $111.9M | ||
| Q2 24 | $55.2M | $169.5M |
总债务ESSFTAI
| Q1 26 | — | — | ||
| Q4 25 | — | $3.4B | ||
| Q3 25 | $6.4B | $3.4B | ||
| Q2 25 | $6.4B | $3.4B | ||
| Q1 25 | $6.8B | $3.6B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | $6.4B | $3.2B | ||
| Q2 24 | $6.2B | $3.1B |
股东权益ESSFTAI
| Q1 26 | — | $431.7M | ||
| Q4 25 | $5.5B | $334.2M | ||
| Q3 25 | $5.6B | $252.5M | ||
| Q2 25 | $5.6B | $164.9M | ||
| Q1 25 | $5.6B | $28.3M | ||
| Q4 24 | $5.5B | $81.4M | ||
| Q3 24 | $5.4B | $118.5M | ||
| Q2 24 | $5.5B | $69.6M |
总资产ESSFTAI
| Q1 26 | — | $4.5B | ||
| Q4 25 | $13.2B | $4.4B | ||
| Q3 25 | $13.2B | $4.2B | ||
| Q2 25 | $13.2B | $4.1B | ||
| Q1 25 | $13.2B | $4.3B | ||
| Q4 24 | $12.9B | $4.0B | ||
| Q3 24 | $12.6B | $3.7B | ||
| Q2 24 | $12.5B | $3.4B |
负债/权益比ESSFTAI
| Q1 26 | — | — | ||
| Q4 25 | — | 10.32× | ||
| Q3 25 | 1.15× | 13.65× | ||
| Q2 25 | 1.14× | 20.88× | ||
| Q1 25 | 1.22× | 128.56× | ||
| Q4 24 | — | 42.28× | ||
| Q3 24 | 1.18× | 27.15× | ||
| Q2 24 | 1.13× | 44.24× |
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ESSFTAI
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $-179.1M | ||
| Q3 25 | $342.6M | $4.6M | ||
| Q2 25 | $216.1M | $-110.3M | ||
| Q1 25 | $281.5M | $-26.0M | ||
| Q4 24 | $1.1B | $-41.8M | ||
| Q3 24 | $316.2M | $41.5M | ||
| Q2 24 | $218.9M | $-187.3M |
自由现金流ESSFTAI
| Q1 26 | — | — | ||
| Q4 25 | — | $-189.3M | ||
| Q3 25 | — | $-1.8M | ||
| Q2 25 | — | $-117.2M | ||
| Q1 25 | — | $-30.1M | ||
| Q4 24 | — | $-48.1M | ||
| Q3 24 | — | $41.0M | ||
| Q2 24 | — | $-188.4M |
自由现金流率ESSFTAI
| Q1 26 | — | — | ||
| Q4 25 | — | -28.6% | ||
| Q3 25 | — | -0.3% | ||
| Q2 25 | — | -17.3% | ||
| Q1 25 | — | -6.0% | ||
| Q4 24 | — | -9.6% | ||
| Q3 24 | — | 8.8% | ||
| Q2 24 | — | -42.5% |
资本支出强度ESSFTAI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.3% |
现金转化率ESSFTAI
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | -1.55× | ||
| Q3 25 | 1.98× | 0.04× | ||
| Q2 25 | 0.93× | -0.67× | ||
| Q1 25 | 1.32× | -0.25× | ||
| Q4 24 | 3.54× | -0.41× | ||
| Q3 24 | 2.52× | 0.48× | ||
| 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
业务分部营收拆解
ESS
暂无分部数据
FTAI
| Aerospace products revenue | $522.6M | 63% |
| MRE Contract revenue | $221.2M | 27% |
| Lease income | $39.9M | 5% |
| Maintenance revenue | $30.6M | 4% |
| Asset sales revenue | $10.2M | 1% |
| Other revenue (1) | $6.2M | 1% |
