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Essex Property Trust（ESS）与哈雷戴维森（HOG）财务数据对比。点击上方公司名可切换其他公司
Essex Property Trust的季度营收约是哈雷戴维森的1.2倍（$479.6M vs $390.5M），Essex Property Trust净利率更高（17.9% vs -72.3%，领先90.2%），Essex Property Trust同比增速更快（5.5% vs -9.4%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -48.6%）
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。
哈雷戴维森是源自美国的摩托车制造商与生活方式品牌，总部位于威斯康星州密尔沃基，创立于1903年。它是大萧条时期幸存下来的两大美国摩托车厂商之一，历经多次股权变动、子公司调整、经营困境与全球竞争，如今已是全球知名的标志性品牌。
ESS vs HOG — 直观对比
营收规模更大
ESS
是对方的1.2倍
$390.5M
营收增速更快
ESS
高出14.9%
-9.4%
净利率更高
ESS
高出90.2%
-72.3%
两年增速更快
ESS
近两年复合增速
-48.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $390.5M |
| 净利润 | $85.7M | $-282.6M |
| 毛利率 | 70.0% | -7.9% |
| 营业利润率 | 31.7% | -92.4% |
| 净利率 | 17.9% | -72.3% |
| 营收同比 | 5.5% | -9.4% |
| 净利润同比 | -71.6% | -138.6% |
| 每股收益（稀释后） | $1.24 | $-2.27 |
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ESSHOG
| Q4 25 | $479.6M | $390.5M | ||
| Q3 25 | $473.3M | $1.1B | ||
| Q2 25 | $469.8M | $1.0B | ||
| Q1 25 | $464.6M | $1.1B | ||
| Q4 24 | $454.5M | $430.9M | ||
| Q3 24 | $450.7M | $881.2M | ||
| Q2 24 | $442.4M | $1.4B | ||
| Q1 24 | $426.9M | $1.5B |
净利润ESSHOG
| Q4 25 | $85.7M | $-282.6M | ||
| Q3 25 | $172.7M | $377.4M | ||
| Q2 25 | $231.5M | $107.6M | ||
| Q1 25 | $212.8M | $133.1M | ||
| Q4 24 | $301.7M | $-118.4M | ||
| Q3 24 | $125.5M | $119.0M | ||
| Q2 24 | $99.0M | $218.3M | ||
| Q1 24 | $285.1M | $234.9M |
毛利率ESSHOG
| Q4 25 | 70.0% | -7.9% | ||
| Q3 25 | 69.2% | 26.0% | ||
| Q2 25 | 70.7% | 28.5% | ||
| Q1 25 | 69.6% | 28.9% | ||
| Q4 24 | 70.0% | -2.0% | ||
| Q3 24 | 69.5% | 29.8% | ||
| Q2 24 | 70.8% | 31.8% | ||
| Q1 24 | 69.7% | 30.9% |
营业利润率ESSHOG
| Q4 25 | 31.7% | -92.4% | ||
| Q3 25 | 44.5% | 44.0% | ||
| Q2 25 | 59.5% | 10.7% | ||
| Q1 25 | 55.3% | 14.8% | ||
| Q4 24 | 67.0% | -44.9% | ||
| Q3 24 | 28.6% | 12.0% | ||
| Q2 24 | 31.1% | 17.8% | ||
| Q1 24 | 31.0% | 17.8% |
净利率ESSHOG
| Q4 25 | 17.9% | -72.3% | ||
| Q3 25 | 36.5% | 35.0% | ||
| Q2 25 | 49.3% | 10.2% | ||
| Q1 25 | 45.8% | 12.3% | ||
| Q4 24 | 66.4% | -27.5% | ||
| Q3 24 | 27.8% | 13.5% | ||
| Q2 24 | 22.4% | 16.1% | ||
| Q1 24 | 66.8% | 15.9% |
每股收益（稀释后）ESSHOG
| Q4 25 | $1.24 | $-2.27 | ||
| Q3 25 | $2.56 | $3.10 | ||
| Q2 25 | $3.44 | $0.88 | ||
| Q1 25 | $3.16 | $1.07 | ||
| Q4 24 | $4.00 | $-0.82 | ||
| Q3 24 | $1.84 | $0.91 | ||
| Q2 24 | $1.45 | $1.63 | ||
| Q1 24 | $4.25 | $1.72 |
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 | $3.1B |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $5.5B | $3.1B |
| 总资产 | $13.2B | $8.0B |
| 负债/权益比越低杠杆越低 | — | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资ESSHOG
| Q4 25 | $76.2M | $3.1B | ||
| Q3 25 | $66.0M | $1.8B | ||
| Q2 25 | $58.7M | $1.6B | ||
| Q1 25 | $98.7M | $1.9B | ||
| Q4 24 | $66.8M | $1.6B | ||
| Q3 24 | $71.3M | $2.2B | ||
| Q2 24 | $55.2M | $1.8B | ||
| Q1 24 | $499.0M | $1.5B |
总债务ESSHOG
| Q4 25 | — | $2.5B | ||
| Q3 25 | $6.4B | $4.5B | ||
| Q2 25 | $6.4B | $6.4B | ||
| Q1 25 | $6.8B | $6.8B | ||
| Q4 24 | — | $6.3B | ||
| Q3 24 | $6.4B | $7.3B | ||
| Q2 24 | $6.2B | $7.0B | ||
| Q1 24 | $6.6B | $6.3B |
股东权益ESSHOG
| Q4 25 | $5.5B | $3.1B | ||
| Q3 25 | $5.6B | $3.6B | ||
| Q2 25 | $5.6B | $3.3B | ||
| Q1 25 | $5.6B | $3.2B | ||
| Q4 24 | $5.5B | $3.2B | ||
| Q3 24 | $5.4B | $3.4B | ||
| Q2 24 | $5.5B | $3.4B | ||
| Q1 24 | $5.5B | $3.3B |
总资产ESSHOG
| Q4 25 | $13.2B | $8.0B | ||
| Q3 25 | $13.2B | $10.6B | ||
| Q2 25 | $13.2B | $12.1B | ||
| Q1 25 | $13.2B | $12.4B | ||
| Q4 24 | $12.9B | $11.9B | ||
| Q3 24 | $12.6B | $13.0B | ||
| Q2 24 | $12.5B | $12.8B | ||
| Q1 24 | $12.9B | $12.3B |
负债/权益比ESSHOG
| Q4 25 | — | 0.79× | ||
| Q3 25 | 1.15× | 1.25× | ||
| Q2 25 | 1.14× | 1.91× | ||
| Q1 25 | 1.22× | 2.14× | ||
| Q4 24 | — | 2.00× | ||
| Q3 24 | 1.18× | 2.13× | ||
| Q2 24 | 1.13× | 2.03× | ||
| Q1 24 | 1.19× | 1.88× |
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 | $152.0M |
| 自由现金流经营现金流 - 资本支出 | — | $100.4M |
| 自由现金流率自由现金流/营收 | — | 25.7% |
| 资本支出强度资本支出/营收 | — | 13.2% |
| 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 | — | $415.2M |
8季度趋势，按日历期对齐
经营现金流ESSHOG
| Q4 25 | $1.1B | $152.0M | ||
| Q3 25 | $342.6M | $-92.6M | ||
| Q2 25 | $216.1M | $368.0M | ||
| Q1 25 | $281.5M | $141.5M | ||
| Q4 24 | $1.1B | $133.2M | ||
| Q3 24 | $316.2M | $353.0M | ||
| Q2 24 | $218.9M | $473.6M | ||
| Q1 24 | $314.9M | $104.0M |
自由现金流ESSHOG
| Q4 25 | — | $100.4M | ||
| Q3 25 | — | $-129.1M | ||
| Q2 25 | — | $332.4M | ||
| Q1 25 | — | $111.6M | ||
| Q4 24 | — | $77.0M | ||
| Q3 24 | — | $300.4M | ||
| Q2 24 | — | $432.2M | ||
| Q1 24 | — | $57.6M |
自由现金流率ESSHOG
| Q4 25 | — | 25.7% | ||
| Q3 25 | — | -12.0% | ||
| Q2 25 | — | 31.7% | ||
| Q1 25 | — | 10.3% | ||
| Q4 24 | — | 17.9% | ||
| Q3 24 | — | 34.1% | ||
| Q2 24 | — | 31.9% | ||
| Q1 24 | — | 3.9% |
资本支出强度ESSHOG
| Q4 25 | — | 13.2% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 13.0% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 3.1% |
现金转化率ESSHOG
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | -0.25× | ||
| Q2 25 | 0.93× | 3.42× | ||
| Q1 25 | 1.32× | 1.06× | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | 2.97× | ||
| Q2 24 | 2.21× | 2.17× | ||
| Q1 24 | 1.10× | 0.44× |
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
HOG
| Motorcycles | $193.9M | 50% |
| Other | $63.8M | 16% |
| Other Income Financial Services | $59.8M | 15% |
| Apparel | $47.2M | 12% |
| Livewire Segment | $11.4M | 3% |
