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Essex Property Trust（ESS）与Gaming & Leisure Properties, Inc.（GLPI）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Gaming & Leisure Properties, Inc.的1.1倍（$479.6M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 17.9%，领先39.1%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 5.5%），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。
博彩与休闲地产公司（GLPI）是一家专注于赌场物业的房地产投资信托（REIT），总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立，目前持有62处赌场物业，全部对外出租给其他企业运营。
ESS vs GLPI — 直观对比
营收规模更大
ESS
是对方的1.1倍
$420.0M
营收增速更快
GLPI
高出0.7%
5.5%
净利率更高
GLPI
高出39.1%
17.9%
两年增速更快
ESS
近两年复合增速
5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $420.0M |
| 净利润 | $85.7M | $239.4M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 79.4% |
| 净利率 | 17.9% | 57.0% |
| 营收同比 | 5.5% | 6.3% |
| 净利润同比 | -71.6% | 40.5% |
| 每股收益（稀释后） | $1.24 | — |
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ESSGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $479.6M | $407.0M | ||
| Q3 25 | $473.3M | $397.6M | ||
| Q2 25 | $469.8M | $394.9M | ||
| Q1 25 | $464.6M | $395.2M | ||
| Q4 24 | $454.5M | $389.6M | ||
| Q3 24 | $450.7M | $385.3M | ||
| Q2 24 | $442.4M | $380.6M |
净利润ESSGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $85.7M | $275.4M | ||
| Q3 25 | $172.7M | $241.2M | ||
| Q2 25 | $231.5M | $151.4M | ||
| Q1 25 | $212.8M | $165.2M | ||
| Q4 24 | $301.7M | $223.6M | ||
| Q3 24 | $125.5M | $184.7M | ||
| Q2 24 | $99.0M | $208.3M |
毛利率ESSGLPI
| 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ESSGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 31.7% | 89.3% | ||
| Q3 25 | 44.5% | 84.8% | ||
| Q2 25 | 59.5% | 61.3% | ||
| Q1 25 | 55.3% | 65.5% | ||
| Q4 24 | 67.0% | 79.1% | ||
| Q3 24 | 28.6% | 70.4% | ||
| Q2 24 | 31.1% | 77.1% |
净利率ESSGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 17.9% | 67.6% | ||
| Q3 25 | 36.5% | 60.7% | ||
| Q2 25 | 49.3% | 38.4% | ||
| Q1 25 | 45.8% | 41.8% | ||
| Q4 24 | 66.4% | 57.4% | ||
| Q3 24 | 27.8% | 47.9% | ||
| Q2 24 | 22.4% | 54.7% |
每股收益（稀释后）ESSGLPI
| Q1 26 | — | — | ||
| Q4 25 | $1.24 | $0.96 | ||
| Q3 25 | $2.56 | $0.85 | ||
| Q2 25 | $3.44 | $0.54 | ||
| Q1 25 | $3.16 | $0.60 | ||
| Q4 24 | $4.00 | $0.79 | ||
| Q3 24 | $1.84 | $0.67 | ||
| Q2 24 | $1.45 | $0.77 |
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 | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $5.0B |
| 总资产 | $13.2B | $13.8B |
| 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ESSGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | — | ||
| Q2 25 | $58.7M | — | ||
| Q1 25 | $98.7M | — | ||
| Q4 24 | $66.8M | $560.8M | ||
| Q3 24 | $71.3M | $560.8M | ||
| Q2 24 | $55.2M | $560.8M |
总债务ESSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | $6.4B | $7.2B | ||
| Q2 25 | $6.4B | $6.9B | ||
| Q1 25 | $6.8B | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | $6.4B | $7.4B | ||
| Q2 24 | $6.2B | $6.6B |
股东权益ESSGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $5.5B | $4.6B | ||
| Q3 25 | $5.6B | $4.6B | ||
| Q2 25 | $5.6B | $4.6B | ||
| Q1 25 | $5.6B | $4.2B | ||
| Q4 24 | $5.5B | $4.3B | ||
| Q3 24 | $5.4B | $4.3B | ||
| Q2 24 | $5.5B | $4.1B |
总资产ESSGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $13.2B | $12.9B | ||
| Q3 25 | $13.2B | $12.8B | ||
| Q2 25 | $13.2B | $12.5B | ||
| Q1 25 | $13.2B | $12.1B | ||
| Q4 24 | $12.9B | $13.1B | ||
| Q3 24 | $12.6B | $12.7B | ||
| Q2 24 | $12.5B | $11.8B |
负债/权益比ESSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | 1.15× | 1.57× | ||
| Q2 25 | 1.14× | 1.51× | ||
| Q1 25 | 1.22× | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | 1.18× | 1.74× | ||
| Q2 24 | 1.13× | 1.60× |
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ESSGLPI
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $342.6M | $240.3M | ||
| Q2 25 | $216.1M | $293.4M | ||
| Q1 25 | $281.5M | $252.5M | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $316.2M | $270.4M | ||
| Q2 24 | $218.9M | $252.1M |
自由现金流ESSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $183.0M | ||
| Q2 25 | — | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $261.5M | ||
| Q2 24 | — | $245.0M |
自由现金流率ESSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 275.3% | ||
| Q3 24 | — | 67.9% | ||
| Q2 24 | — | 64.4% |
资本支出强度ESSGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 1.9% |
现金转化率ESSGLPI
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | 4.10× | ||
| Q3 25 | 1.98× | 1.00× | ||
| Q2 25 | 0.93× | 1.94× | ||
| Q1 25 | 1.32× | 1.53× | ||
| Q4 24 | 3.54× | 4.80× | ||
| Q3 24 | 2.52× | 1.46× | ||
| Q2 24 | 2.21× | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
