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Essex Property Trust（ESS）与FULLER H B CO（FUL）财务数据对比。点击上方公司名可切换其他公司
FULLER H B CO的季度营收约是Essex Property Trust的1.9倍（$892.0M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 7.5%，领先10.3%），Essex Property Trust同比增速更快（5.5% vs -2.8%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 5.0%）
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。
H.B.富勒公司是总部位于美国明尼苏达州圣保罗的跨国粘合剂制造企业，全球第四大粘合剂及密封剂生产商。公司拥有超过20000种产品，广泛应用于建筑、工程、电子、卫生用品、食品包装等领域，在26个国家设有81座生产基地，2024年员工规模约7500人。
ESS vs FUL — 直观对比
营收规模更大
FUL
是对方的1.9倍
$479.6M
营收增速更快
ESS
高出8.4%
-2.8%
净利率更高
ESS
高出10.3%
7.5%
两年增速更快
ESS
近两年复合增速
5.0%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $892.0M |
| 净利润 | $85.7M | $67.2M |
| 毛利率 | 70.0% | 32.0% |
| 营业利润率 | 31.7% | 12.3% |
| 净利率 | 17.9% | 7.5% |
| 营收同比 | 5.5% | -2.8% |
| 净利润同比 | -71.6% | 21.3% |
| 每股收益（稀释后） | $1.24 | $1.22 |
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ESSFUL
| Q4 25 | $479.6M | — | ||
| Q3 25 | $473.3M | $892.0M | ||
| Q2 25 | $469.8M | $898.1M | ||
| Q1 25 | $464.6M | — | ||
| Q4 24 | $454.5M | — | ||
| Q3 24 | $450.7M | $917.9M | ||
| Q2 24 | $442.4M | — | ||
| Q1 24 | $426.9M | $810.4M |
净利润ESSFUL
| Q4 25 | $85.7M | — | ||
| Q3 25 | $172.7M | $67.2M | ||
| Q2 25 | $231.5M | $41.8M | ||
| Q1 25 | $212.8M | — | ||
| Q4 24 | $301.7M | — | ||
| Q3 24 | $125.5M | $55.4M | ||
| Q2 24 | $99.0M | — | ||
| Q1 24 | $285.1M | $31.0M |
毛利率ESSFUL
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | 32.0% | ||
| Q2 25 | 70.7% | 31.9% | ||
| Q1 25 | 69.6% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.5% | 30.0% | ||
| Q2 24 | 70.8% | — | ||
| Q1 24 | 69.7% | 29.5% |
营业利润率ESSFUL
| Q4 25 | 31.7% | — | ||
| Q3 25 | 44.5% | 12.3% | ||
| Q2 25 | 59.5% | 11.1% | ||
| Q1 25 | 55.3% | — | ||
| Q4 24 | 67.0% | — | ||
| Q3 24 | 28.6% | 11.4% | ||
| Q2 24 | 31.1% | — | ||
| Q1 24 | 31.0% | 8.3% |
净利率ESSFUL
| Q4 25 | 17.9% | — | ||
| Q3 25 | 36.5% | 7.5% | ||
| Q2 25 | 49.3% | 4.7% | ||
| Q1 25 | 45.8% | — | ||
| Q4 24 | 66.4% | — | ||
| Q3 24 | 27.8% | 6.0% | ||
| Q2 24 | 22.4% | — | ||
| Q1 24 | 66.8% | 3.8% |
每股收益（稀释后）ESSFUL
| Q4 25 | $1.24 | — | ||
| Q3 25 | $2.56 | $1.22 | ||
| Q2 25 | $3.44 | $0.76 | ||
| Q1 25 | $3.16 | — | ||
| Q4 24 | $4.00 | — | ||
| Q3 24 | $1.84 | $0.98 | ||
| Q2 24 | $1.45 | — | ||
| Q1 24 | $4.25 | $0.55 |
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 | $122.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $2.0B |
| 总资产 | $13.2B | $5.2B |
| 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ESSFUL
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | $122.5M | ||
| Q2 25 | $58.7M | $96.8M | ||
| Q1 25 | $98.7M | — | ||
| Q4 24 | $66.8M | — | ||
| Q3 24 | $71.3M | $131.4M | ||
| Q2 24 | $55.2M | — | ||
| Q1 24 | $499.0M | $165.2M |
总债务ESSFUL
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.6B | — |
股东权益ESSFUL
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.6B | $2.0B | ||
| Q2 25 | $5.6B | $1.9B | ||
| Q1 25 | $5.6B | — | ||
| Q4 24 | $5.5B | — | ||
| Q3 24 | $5.4B | $1.8B | ||
| Q2 24 | $5.5B | — | ||
| Q1 24 | $5.5B | $1.8B |
总资产ESSFUL
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.2B | $5.2B | ||
| Q2 25 | $13.2B | $5.1B | ||
| Q1 25 | $13.2B | — | ||
| Q4 24 | $12.9B | — | ||
| Q3 24 | $12.6B | $5.0B | ||
| Q2 24 | $12.5B | — | ||
| Q1 24 | $12.9B | $4.7B |
负债/权益比ESSFUL
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 1.19× | — |
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 | $99.0M |
| 自由现金流经营现金流 - 资本支出 | — | $68.9M |
| 自由现金流率自由现金流/营收 | — | 7.7% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 现金转化率经营现金流/净利润 | 12.53× | 1.47× |
| 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ESSFUL
| Q4 25 | $1.1B | — | ||
| Q3 25 | $342.6M | $99.0M | ||
| Q2 25 | $216.1M | — | ||
| Q1 25 | $281.5M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $316.2M | $169.4M | ||
| Q2 24 | $218.9M | — | ||
| Q1 24 | $314.9M | $47.4M |
自由现金流ESSFUL
| Q4 25 | — | — | ||
| Q3 25 | — | $68.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $99.9M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $4.1M |
自由现金流率ESSFUL
| Q4 25 | — | — | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 10.9% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.5% |
资本支出强度ESSFUL
| Q4 25 | — | — | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 7.6% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 5.3% |
现金转化率ESSFUL
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | 1.47× | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | 3.06× | ||
| Q2 24 | 2.21× | — | ||
| Q1 24 | 1.10× | 1.53× |
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
FUL
| Hygiene Health And Consumable Adhesives | $386.1M | 43% |
| Engineering Adhesives | $272.3M | 31% |
| Building Adhesives Solutions | $233.7M | 26% |
