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Essex Property Trust(ESS)与FULTON FINANCIAL CORP(FULT)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FULTON FINANCIAL CORP的1.4倍($479.6M vs $336.2M),FULTON FINANCIAL CORP净利率更高(28.2% vs 17.9%,领先10.3%),Essex Property Trust同比增速更快(5.5% vs 4.2%),过去两年Essex Property Trust的营收复合增速更高(6.0% vs 0.2%)
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。
富尔顿金融公司是美国的区域性金融服务控股企业,总部位于宾夕法尼亚州兰开斯特市,主要为当地及周边区域提供多元化的金融相关服务,在区域金融市场拥有稳定的业务布局。
ESS vs FULT — 直观对比
营收规模更大
ESS
是对方的1.4倍
$336.2M
营收增速更快
ESS
高出1.3%
4.2%
净利率更高
FULT
高出10.3%
17.9%
两年增速更快
ESS
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $479.6M | $336.2M |
| 净利润 | $85.7M | $94.8M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | — |
| 净利率 | 17.9% | 28.2% |
| 营收同比 | 5.5% | 4.2% |
| 净利润同比 | -71.6% | 1.9% |
| 每股收益(稀释后) | $1.24 | $0.55 |
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
FULT
| Q1 26 | — | $336.2M | ||
| Q4 25 | $479.6M | $336.0M | ||
| Q3 25 | $473.3M | $334.6M | ||
| Q2 25 | $469.8M | $324.1M | ||
| Q1 25 | $464.6M | $318.4M | ||
| Q4 24 | $454.5M | $319.6M | ||
| Q3 24 | $450.7M | $317.7M | ||
| Q2 24 | $442.4M | $334.7M |
净利润
ESS
FULT
| Q1 26 | — | $94.8M | ||
| Q4 25 | $85.7M | $99.0M | ||
| Q3 25 | $172.7M | $100.5M | ||
| Q2 25 | $231.5M | $99.2M | ||
| Q1 25 | $212.8M | $93.0M | ||
| Q4 24 | $301.7M | $68.6M | ||
| Q3 24 | $125.5M | $63.2M | ||
| Q2 24 | $99.0M | $95.0M |
毛利率
ESS
FULT
| 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
ESS
FULT
| Q1 26 | — | — | ||
| Q4 25 | 31.7% | 35.7% | ||
| Q3 25 | 44.5% | 38.2% | ||
| Q2 25 | 59.5% | 37.8% | ||
| Q1 25 | 55.3% | 36.1% | ||
| Q4 24 | 67.0% | 27.0% | ||
| Q3 24 | 28.6% | 25.1% | ||
| Q2 24 | 31.1% | 30.8% |
净利率
ESS
FULT
| Q1 26 | — | 28.2% | ||
| Q4 25 | 17.9% | 29.5% | ||
| Q3 25 | 36.5% | 30.0% | ||
| Q2 25 | 49.3% | 30.6% | ||
| Q1 25 | 45.8% | 29.2% | ||
| Q4 24 | 66.4% | 21.5% | ||
| Q3 24 | 27.8% | 19.9% | ||
| Q2 24 | 22.4% | 28.4% |
每股收益(稀释后)
ESS
FULT
| Q1 26 | — | $0.55 | ||
| Q4 25 | $1.24 | $0.53 | ||
| Q3 25 | $2.56 | $0.53 | ||
| Q2 25 | $3.44 | $0.53 | ||
| Q1 25 | $3.16 | $0.49 | ||
| Q4 24 | $4.00 | $0.36 | ||
| Q3 24 | $1.84 | $0.33 | ||
| Q2 24 | $1.45 | $0.52 |
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 | $3.5B |
| 总资产 | $13.2B | $32.2B |
| 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
ESS
FULT
| Q1 26 | — | — | ||
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | — | ||
| Q2 25 | $58.7M | — | ||
| Q1 25 | $98.7M | — | ||
| Q4 24 | $66.8M | — | ||
| Q3 24 | $71.3M | — | ||
| Q2 24 | $55.2M | — |
总债务
ESS
FULT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — |
股东权益
ESS
FULT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $5.5B | $3.5B | ||
| Q3 25 | $5.6B | $3.4B | ||
| Q2 25 | $5.6B | $3.3B | ||
| Q1 25 | $5.6B | $3.3B | ||
| Q4 24 | $5.5B | $3.2B | ||
| Q3 24 | $5.4B | $3.2B | ||
| Q2 24 | $5.5B | $3.1B |
总资产
ESS
FULT
| Q1 26 | — | $32.2B | ||
| Q4 25 | $13.2B | $32.1B | ||
| Q3 25 | $13.2B | $32.0B | ||
| Q2 25 | $13.2B | $32.0B | ||
| Q1 25 | $13.2B | $32.1B | ||
| Q4 24 | $12.9B | $32.1B | ||
| Q3 24 | $12.6B | $32.2B | ||
| Q2 24 | $12.5B | $31.8B |
负债/权益比
ESS
FULT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.13× | — |
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
ESS
FULT
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $304.5M | ||
| Q3 25 | $342.6M | $116.1M | ||
| Q2 25 | $216.1M | $91.7M | ||
| Q1 25 | $281.5M | $703.0K | ||
| Q4 24 | $1.1B | $416.6M | ||
| Q3 24 | $316.2M | $-22.0M | ||
| Q2 24 | $218.9M | $157.8M |
现金转化率
ESS
FULT
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | 3.08× | ||
| Q3 25 | 1.98× | 1.16× | ||
| Q2 25 | 0.93× | 0.92× | ||
| Q1 25 | 1.32× | 0.01× | ||
| Q4 24 | 3.54× | 6.07× | ||
| Q3 24 | 2.52× | -0.35× | ||
| Q2 24 | 2.21× | 1.66× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图