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Essex Property Trust（ESS）与Hess Midstream LP（HESM）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Hess Midstream LP的2.3倍（$479.6M vs $204.1M），Hess Midstream LP净利率更高（77.3% vs 17.9%，领先59.4%），Essex Property Trust同比增速更快（5.5% vs 2.1%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -25.3%）
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。
赫斯是美国全球化独立能源企业，主要从事原油与天然气的勘探、生产业务。公司于1968年由赫斯石油化工和阿美拉达石油合并成立，2023年10月同意被雪佛龙收购，相关交易已于2025年7月完成交割。
ESS vs HESM — 直观对比
营收规模更大
ESS
是对方的2.3倍
$204.1M
营收增速更快
ESS
高出3.4%
2.1%
净利率更高
HESM
高出59.4%
17.9%
两年增速更快
ESS
近两年复合增速
-25.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $204.1M |
| 净利润 | $85.7M | $157.7M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 116.7% |
| 净利率 | 17.9% | 77.3% |
| 营收同比 | 5.5% | 2.1% |
| 净利润同比 | -71.6% | -2.3% |
| 每股收益（稀释后） | $1.24 | $0.68 |
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ESSHESM
| Q1 26 | — | $204.1M | ||
| Q4 25 | $479.6M | $404.2M | ||
| Q3 25 | $473.3M | $420.9M | ||
| Q2 25 | $469.8M | $414.2M | ||
| Q1 25 | $464.6M | $382.0M | ||
| Q4 24 | $454.5M | $395.9M | ||
| Q3 24 | $450.7M | $378.5M | ||
| Q2 24 | $442.4M | $365.5M |
净利润ESSHESM
| Q1 26 | — | $157.7M | ||
| Q4 25 | $85.7M | $93.3M | ||
| Q3 25 | $172.7M | $97.7M | ||
| Q2 25 | $231.5M | $90.3M | ||
| Q1 25 | $212.8M | $71.6M | ||
| Q4 24 | $301.7M | $70.4M | ||
| Q3 24 | $125.5M | $58.6M | ||
| Q2 24 | $99.0M | $49.5M |
毛利率ESSHESM
| 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ESSHESM
| Q1 26 | — | 116.7% | ||
| Q4 25 | 31.7% | 62.2% | ||
| Q3 25 | 44.5% | 61.5% | ||
| Q2 25 | 59.5% | 62.8% | ||
| Q1 25 | 55.3% | 62.1% | ||
| Q4 24 | 67.0% | 61.4% | ||
| Q3 24 | 28.6% | 61.2% | ||
| Q2 24 | 31.1% | 60.8% |
净利率ESSHESM
| Q1 26 | — | 77.3% | ||
| Q4 25 | 17.9% | 23.1% | ||
| Q3 25 | 36.5% | 23.2% | ||
| Q2 25 | 49.3% | 21.8% | ||
| Q1 25 | 45.8% | 18.7% | ||
| Q4 24 | 66.4% | 17.8% | ||
| Q3 24 | 27.8% | 15.5% | ||
| Q2 24 | 22.4% | 13.5% |
每股收益（稀释后）ESSHESM
| Q1 26 | — | $0.68 | ||
| Q4 25 | $1.24 | — | ||
| Q3 25 | $2.56 | — | ||
| Q2 25 | $3.44 | — | ||
| Q1 25 | $3.16 | — | ||
| Q4 24 | $4.00 | — | ||
| Q3 24 | $1.84 | — | ||
| Q2 24 | $1.45 | — |
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 | — |
| 总资产 | $13.2B | — |
| 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ESSHESM
| Q1 26 | — | — | ||
| Q4 25 | $76.2M | $1.9M | ||
| Q3 25 | $66.0M | $5.5M | ||
| Q2 25 | $58.7M | $4.5M | ||
| Q1 25 | $98.7M | $6.1M | ||
| Q4 24 | $66.8M | $4.3M | ||
| Q3 24 | $71.3M | $10.3M | ||
| Q2 24 | $55.2M | $99.6M |
总债务ESSHESM
| Q1 26 | — | — | ||
| Q4 25 | — | $3.8B | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | $3.5B | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — |
股东权益ESSHESM
| Q1 26 | — | — | ||
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.6B | — | ||
| Q2 25 | $5.6B | — | ||
| Q1 25 | $5.6B | — | ||
| Q4 24 | $5.5B | — | ||
| Q3 24 | $5.4B | — | ||
| Q2 24 | $5.5B | — |
总资产ESSHESM
| Q1 26 | — | — | ||
| Q4 25 | $13.2B | $4.4B | ||
| Q3 25 | $13.2B | $4.4B | ||
| Q2 25 | $13.2B | $4.4B | ||
| Q1 25 | $13.2B | $4.3B | ||
| Q4 24 | $12.9B | $4.2B | ||
| Q3 24 | $12.6B | $4.1B | ||
| Q2 24 | $12.5B | $4.1B |
负债/权益比ESSHESM
| 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 | $253.3M |
| 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 | — | 51.4% |
| 现金转化率经营现金流/净利润 | 12.53× | 1.61× |
| 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ESSHESM
| Q1 26 | — | $253.3M | ||
| Q4 25 | $1.1B | $245.6M | ||
| Q3 25 | $342.6M | $258.9M | ||
| Q2 25 | $216.1M | $276.9M | ||
| Q1 25 | $281.5M | $202.4M | ||
| Q4 24 | $1.1B | $258.5M | ||
| Q3 24 | $316.2M | $224.9M | ||
| Q2 24 | $218.9M | $271.6M |
自由现金流ESSHESM
| Q1 26 | — | — | ||
| Q4 25 | — | $178.9M | ||
| Q3 25 | — | $178.9M | ||
| Q2 25 | — | $213.5M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | — | $163.4M | ||
| Q3 24 | — | $132.6M | ||
| Q2 24 | — | $207.7M |
自由现金流率ESSHESM
| Q1 26 | — | — | ||
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 42.5% | ||
| Q2 25 | — | 51.5% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.3% | ||
| Q3 24 | — | 35.0% | ||
| Q2 24 | — | 56.8% |
资本支出强度ESSHESM
| Q1 26 | — | 51.4% | ||
| Q4 25 | — | 16.5% | ||
| Q3 25 | — | 19.0% | ||
| Q2 25 | — | 15.3% | ||
| Q1 25 | — | 11.9% | ||
| Q4 24 | — | 24.0% | ||
| Q3 24 | — | 24.4% | ||
| Q2 24 | — | 17.5% |
现金转化率ESSHESM
| Q1 26 | — | 1.61× | ||
| Q4 25 | 12.53× | 2.63× | ||
| Q3 25 | 1.98× | 2.65× | ||
| Q2 25 | 0.93× | 3.07× | ||
| Q1 25 | 1.32× | 2.83× | ||
| Q4 24 | 3.54× | 3.67× | ||
| Q3 24 | 2.52× | 3.84× | ||
| Q2 24 | 2.21× | 5.49× |
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
HESM
| Affiliate services | $197.9M | 97% |
| Third-party services | $6.2M | 3% |
