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Essex Property Trust（ESS）与Acushnet Holdings Corp.（GOLF）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Acushnet Holdings Corp.的1.0倍（$479.6M vs $477.2M），Essex Property Trust净利率更高（17.9% vs -7.3%，领先25.2%），Acushnet Holdings Corp.同比增速更快（7.2% vs 5.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -17.9%）
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。
Acushnet Holdings Corp.是一家专注于高尔夫赛道的美国企业，旗下运营多个知名品牌，产品品类覆盖高尔夫专业器材、运动服饰及相关配件，为全球高尔夫运动爱好者提供多元化的相关产品选择。
ESS vs GOLF — 直观对比
营收规模更大
ESS
是对方的1.0倍
$477.2M
营收增速更快
GOLF
高出1.7%
5.5%
净利率更高
ESS
高出25.2%
-7.3%
两年增速更快
ESS
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $477.2M |
| 净利润 | $85.7M | $-34.9M |
| 毛利率 | 70.0% | 44.1% |
| 营业利润率 | 31.7% | -3.8% |
| 净利率 | 17.9% | -7.3% |
| 营收同比 | 5.5% | 7.2% |
| 净利润同比 | -71.6% | -3027.3% |
| 每股收益（稀释后） | $1.24 | $-0.57 |
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ESSGOLF
| Q4 25 | $479.6M | $477.2M | ||
| Q3 25 | $473.3M | $657.7M | ||
| Q2 25 | $469.8M | $720.5M | ||
| Q1 25 | $464.6M | $703.4M | ||
| Q4 24 | $454.5M | $445.2M | ||
| Q3 24 | $450.7M | $620.5M | ||
| Q2 24 | $442.4M | $683.9M | ||
| Q1 24 | $426.9M | $707.6M |
净利润ESSGOLF
| Q4 25 | $85.7M | $-34.9M | ||
| Q3 25 | $172.7M | $48.5M | ||
| Q2 25 | $231.5M | $75.6M | ||
| Q1 25 | $212.8M | $99.4M | ||
| Q4 24 | $301.7M | $-1.1M | ||
| Q3 24 | $125.5M | $56.2M | ||
| Q2 24 | $99.0M | $71.4M | ||
| Q1 24 | $285.1M | $87.8M |
毛利率ESSGOLF
| Q4 25 | 70.0% | 44.1% | ||
| Q3 25 | 69.2% | 48.5% | ||
| Q2 25 | 70.7% | 49.2% | ||
| Q1 25 | 69.6% | 47.9% | ||
| Q4 24 | 70.0% | 22.6% | ||
| Q3 24 | 69.5% | 54.4% | ||
| Q2 24 | 70.8% | 54.4% | ||
| Q1 24 | 69.7% | 53.4% |
营业利润率ESSGOLF
| Q4 25 | 31.7% | -3.8% | ||
| Q3 25 | 44.5% | 14.1% | ||
| Q2 25 | 59.5% | 15.2% | ||
| Q1 25 | 55.3% | 16.3% | ||
| Q4 24 | 67.0% | -1.2% | ||
| Q3 24 | 28.6% | 13.2% | ||
| Q2 24 | 31.1% | 15.5% | ||
| Q1 24 | 31.0% | 17.2% |
净利率ESSGOLF
| Q4 25 | 17.9% | -7.3% | ||
| Q3 25 | 36.5% | 7.4% | ||
| Q2 25 | 49.3% | 10.5% | ||
| Q1 25 | 45.8% | 14.1% | ||
| Q4 24 | 66.4% | -0.3% | ||
| Q3 24 | 27.8% | 9.1% | ||
| Q2 24 | 22.4% | 10.4% | ||
| Q1 24 | 66.8% | 12.4% |
每股收益（稀释后）ESSGOLF
| Q4 25 | $1.24 | $-0.57 | ||
| Q3 25 | $2.56 | $0.81 | ||
| Q2 25 | $3.44 | $1.25 | ||
| Q1 25 | $3.16 | $1.62 | ||
| Q4 24 | $4.00 | $0.02 | ||
| Q3 24 | $1.84 | $0.89 | ||
| Q2 24 | $1.45 | $1.11 | ||
| Q1 24 | $4.25 | $1.35 |
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 | — | $926.2M |
| 股东权益账面价值 | $5.5B | $783.6M |
| 总资产 | $13.2B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 1.18× |
8季度趋势，按日历期对齐
现金及短期投资ESSGOLF
| 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 | — | ||
| Q1 24 | $499.0M | — |
总债务ESSGOLF
| Q4 25 | — | $926.2M | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | $753.1M | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.6B | — |
股东权益ESSGOLF
| Q4 25 | $5.5B | $783.6M | ||
| Q3 25 | $5.6B | $852.3M | ||
| Q2 25 | $5.6B | $808.5M | ||
| Q1 25 | $5.6B | $780.3M | ||
| Q4 24 | $5.5B | $765.2M | ||
| Q3 24 | $5.4B | $863.9M | ||
| Q2 24 | $5.5B | $863.7M | ||
| Q1 24 | $5.5B | $883.7M |
总资产ESSGOLF
| Q4 25 | $13.2B | $2.3B | ||
| Q3 25 | $13.2B | $2.4B | ||
| Q2 25 | $13.2B | $2.4B | ||
| Q1 25 | $13.2B | $2.4B | ||
| Q4 24 | $12.9B | $2.2B | ||
| Q3 24 | $12.6B | $2.3B | ||
| Q2 24 | $12.5B | $2.3B | ||
| Q1 24 | $12.9B | $2.4B |
负债/权益比ESSGOLF
| Q4 25 | — | 1.18× | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | 0.98× | ||
| 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 | $-338.0K |
| 自由现金流经营现金流 - 资本支出 | — | $-23.3M |
| 自由现金流率自由现金流/营收 | — | -4.9% |
| 资本支出强度资本支出/营收 | — | 4.8% |
| 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 | — | $120.0M |
8季度趋势，按日历期对齐
经营现金流ESSGOLF
| Q4 25 | $1.1B | $-338.0K | ||
| Q3 25 | $342.6M | $163.1M | ||
| Q2 25 | $216.1M | $151.9M | ||
| Q1 25 | $281.5M | $-120.3M | ||
| Q4 24 | $1.1B | $-1.1M | ||
| Q3 24 | $316.2M | $144.1M | ||
| Q2 24 | $218.9M | $211.6M | ||
| Q1 24 | $314.9M | $-109.5M |
自由现金流ESSGOLF
| Q4 25 | — | $-23.3M | ||
| Q3 25 | — | $136.9M | ||
| Q2 25 | — | $138.0M | ||
| Q1 25 | — | $-131.5M | ||
| Q4 24 | — | $-33.2M | ||
| Q3 24 | — | $123.7M | ||
| Q2 24 | — | $196.8M | ||
| Q1 24 | — | $-116.8M |
自由现金流率ESSGOLF
| Q4 25 | — | -4.9% | ||
| Q3 25 | — | 20.8% | ||
| Q2 25 | — | 19.2% | ||
| Q1 25 | — | -18.7% | ||
| Q4 24 | — | -7.5% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | — | 28.8% | ||
| Q1 24 | — | -16.5% |
资本支出强度ESSGOLF
| Q4 25 | — | 4.8% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | 1.0% |
现金转化率ESSGOLF
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | 3.36× | ||
| Q2 25 | 0.93× | 2.01× | ||
| Q1 25 | 1.32× | -1.21× | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | 2.56× | ||
| Q2 24 | 2.21× | 2.96× | ||
| Q1 24 | 1.10× | -1.25× |
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
GOLF
| Titleist Golf Equipment | $293.8M | 62% |
| Footjoy Golf Wear | $102.0M | 21% |
| Other | $45.3M | 9% |
| Golf Gear | $36.1M | 8% |
