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Essex Property Trust（ESS）与HAEMONETICS CORP（HAE）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HAEMONETICS CORP的1.4倍（$479.6M vs $346.4M），HAEMONETICS CORP净利率更高（28.1% vs 17.9%，领先10.2%），Essex Property Trust同比增速更快（5.5% vs 4.8%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 1.5%）
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。
豪洛捷（Haemonetics）是全球血液与血浆供应及服务提供商，于20世纪70年代由艾伦·（杰克）·莱瑟姆博士在马萨诸塞州内蒂克创立，业务围绕血液相关产品及配套服务展开，为全球医疗领域提供血液管理相关的专业解决方案。
ESS vs HAE — 直观对比
营收规模更大
ESS
是对方的1.4倍
$346.4M
营收增速更快
ESS
高出0.7%
4.8%
净利率更高
HAE
高出10.2%
17.9%
两年增速更快
ESS
近两年复合增速
1.5%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $346.4M |
| 净利润 | $85.7M | $97.3M |
| 毛利率 | 70.0% | 57.2% |
| 营业利润率 | 31.7% | 36.1% |
| 净利率 | 17.9% | 28.1% |
| 营收同比 | 5.5% | 4.8% |
| 净利润同比 | -71.6% | — |
| 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ESSHAE
| Q1 26 | — | $346.4M | ||
| Q4 25 | $479.6M | $339.0M | ||
| Q3 25 | $473.3M | $327.3M | ||
| Q2 25 | $469.8M | $321.4M | ||
| Q1 25 | $464.6M | $330.6M | ||
| Q4 24 | $454.5M | $348.5M | ||
| Q3 24 | $450.7M | $345.5M | ||
| Q2 24 | $442.4M | $336.2M |
净利润ESSHAE
| Q1 26 | — | $97.3M | ||
| Q4 25 | $85.7M | $44.7M | ||
| Q3 25 | $172.7M | $38.7M | ||
| Q2 25 | $231.5M | $34.0M | ||
| Q1 25 | $212.8M | $58.0M | ||
| Q4 24 | $301.7M | $37.5M | ||
| Q3 24 | $125.5M | $33.8M | ||
| Q2 24 | $99.0M | $38.4M |
毛利率ESSHAE
| Q1 26 | — | 57.2% | ||
| Q4 25 | 70.0% | 59.7% | ||
| Q3 25 | 69.2% | 59.5% | ||
| Q2 25 | 70.7% | 59.8% | ||
| Q1 25 | 69.6% | 58.4% | ||
| Q4 24 | 70.0% | 55.5% | ||
| Q3 24 | 69.5% | 54.2% | ||
| Q2 24 | 70.8% | 52.0% |
营业利润率ESSHAE
| Q1 26 | — | 36.1% | ||
| Q4 25 | 31.7% | 19.9% | ||
| Q3 25 | 44.5% | 17.9% | ||
| Q2 25 | 59.5% | 16.8% | ||
| Q1 25 | 55.3% | 21.6% | ||
| Q4 24 | 67.0% | 16.9% | ||
| Q3 24 | 28.6% | 15.0% | ||
| Q2 24 | 31.1% | 11.8% |
净利率ESSHAE
| Q1 26 | — | 28.1% | ||
| Q4 25 | 17.9% | 13.2% | ||
| Q3 25 | 36.5% | 11.8% | ||
| Q2 25 | 49.3% | 10.6% | ||
| Q1 25 | 45.8% | 17.5% | ||
| Q4 24 | 66.4% | 10.8% | ||
| Q3 24 | 27.8% | 9.8% | ||
| Q2 24 | 22.4% | 11.4% |
每股收益（稀释后）ESSHAE
| Q1 26 | — | — | ||
| Q4 25 | $1.24 | $0.95 | ||
| Q3 25 | $2.56 | $0.81 | ||
| Q2 25 | $3.44 | $0.70 | ||
| Q1 25 | $3.16 | $1.17 | ||
| Q4 24 | $4.00 | $0.74 | ||
| Q3 24 | $1.84 | $0.66 | ||
| Q2 24 | $1.45 | $0.74 |
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 | $245.4M |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $5.5B | $796.3M |
| 总资产 | $13.2B | $2.4B |
| 负债/权益比越低杠杆越低 | — | 1.53× |
8季度趋势，按日历期对齐
现金及短期投资ESSHAE
| Q1 26 | — | $245.4M | ||
| Q4 25 | $76.2M | $363.4M | ||
| Q3 25 | $66.0M | $296.4M | ||
| Q2 25 | $58.7M | $292.9M | ||
| Q1 25 | $98.7M | $306.8M | ||
| Q4 24 | $66.8M | $320.8M | ||
| Q3 24 | $71.3M | $299.3M | ||
| Q2 24 | $55.2M | $344.4M |
总债务ESSHAE
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $6.4B | $1.2B | ||
| Q2 25 | $6.4B | $1.2B | ||
| Q1 25 | $6.8B | $1.2B | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — |
股东权益ESSHAE
| Q1 26 | — | $796.3M | ||
| Q4 25 | $5.5B | $911.5M | ||
| Q3 25 | $5.6B | $849.2M | ||
| Q2 25 | $5.6B | $882.3M | ||
| Q1 25 | $5.6B | $820.8M | ||
| Q4 24 | $5.5B | $906.9M | ||
| Q3 24 | $5.4B | $878.9M | ||
| Q2 24 | $5.5B | $905.4M |
总资产ESSHAE
| Q1 26 | — | $2.4B | ||
| Q4 25 | $13.2B | $2.5B | ||
| Q3 25 | $13.2B | $2.4B | ||
| Q2 25 | $13.2B | $2.5B | ||
| Q1 25 | $13.2B | $2.5B | ||
| Q4 24 | $12.9B | $2.5B | ||
| Q3 24 | $12.6B | $2.5B | ||
| Q2 24 | $12.5B | $2.5B |
负债/权益比ESSHAE
| Q1 26 | — | 1.53× | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | 1.15× | 1.44× | ||
| Q2 25 | 1.14× | 1.39× | ||
| Q1 25 | 1.22× | 1.49× | ||
| 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 | $293.2M |
| 自由现金流经营现金流 - 资本支出 | — | $209.9M |
| 自由现金流率自由现金流/营收 | — | 60.6% |
| 资本支出强度资本支出/营收 | — | 9.5% |
| 现金转化率经营现金流/净利润 | 12.53× | 3.01× |
| 过去12个月自由现金流最近4个季度 | — | $417.1M |
8季度趋势，按日历期对齐
经营现金流ESSHAE
| Q1 26 | — | $293.2M | ||
| Q4 25 | $1.1B | $93.6M | ||
| Q3 25 | $342.6M | $111.3M | ||
| Q2 25 | $216.1M | $17.4M | ||
| Q1 25 | $281.5M | $116.6M | ||
| Q4 24 | $1.1B | $43.8M | ||
| Q3 24 | $316.2M | $48.8M | ||
| Q2 24 | $218.9M | $-27.4M |
自由现金流ESSHAE
| Q1 26 | — | $209.9M | ||
| Q4 25 | — | $87.2M | ||
| Q3 25 | — | $106.3M | ||
| Q2 25 | — | $13.6M | ||
| Q1 25 | — | $100.9M | ||
| Q4 24 | — | $35.2M | ||
| Q3 24 | — | $39.4M | ||
| Q2 24 | — | $-33.1M |
自由现金流率ESSHAE
| Q1 26 | — | 60.6% | ||
| Q4 25 | — | 25.7% | ||
| Q3 25 | — | 32.5% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | — | 30.5% | ||
| Q4 24 | — | 10.1% | ||
| Q3 24 | — | 11.4% | ||
| Q2 24 | — | -9.8% |
资本支出强度ESSHAE
| Q1 26 | — | 9.5% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 1.7% |
现金转化率ESSHAE
| Q1 26 | — | 3.01× | ||
| Q4 25 | 12.53× | 2.09× | ||
| Q3 25 | 1.98× | 2.88× | ||
| Q2 25 | 0.93× | 0.51× | ||
| Q1 25 | 1.32× | 2.01× | ||
| Q4 24 | 3.54× | 1.17× | ||
| Q3 24 | 2.52× | 1.44× | ||
| Q2 24 | 2.21× | -0.71× |
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
HAE
| Hospital | $159.6M | 46% |
| Plasma | $130.3M | 38% |
| Blood Center | $56.4M | 16% |
