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Essex Property Trust（ESS）与Harmony Biosciences Holdings, Inc.（HRMY）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Harmony Biosciences Holdings, Inc.的2.0倍（$479.6M vs $243.8M），Essex Property Trust净利率更高（17.9% vs 9.2%，领先8.7%），Harmony Biosciences Holdings, Inc.同比增速更快（21.1% vs 5.5%），过去两年Harmony Biosciences Holdings, Inc.的营收复合增速更高（25.6% vs 6.0%）
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。
哈莫尼生物科学控股公司是一家处于商业化阶段的生物制药企业，专注于罕见神经及中枢神经系统疾病创新疗法的研发与商业化，核心产品针对发作性睡病等睡眠相关中枢神经系统病症，主要市场为美国。
ESS vs HRMY — 直观对比
营收规模更大
ESS
是对方的2.0倍
$243.8M
营收增速更快
HRMY
高出15.6%
5.5%
净利率更高
ESS
高出8.7%
9.2%
两年增速更快
HRMY
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $243.8M |
| 净利润 | $85.7M | $22.5M |
| 毛利率 | 70.0% | 71.9% |
| 营业利润率 | 31.7% | 15.8% |
| 净利率 | 17.9% | 9.2% |
| 营收同比 | 5.5% | 21.1% |
| 净利润同比 | -71.6% | -54.6% |
| 每股收益（稀释后） | $1.24 | $0.38 |
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ESSHRMY
| Q4 25 | $479.6M | $243.8M | ||
| Q3 25 | $473.3M | $239.5M | ||
| Q2 25 | $469.8M | $200.5M | ||
| Q1 25 | $464.6M | $184.7M | ||
| Q4 24 | $454.5M | $201.3M | ||
| Q3 24 | $450.7M | $186.0M | ||
| Q2 24 | $442.4M | $172.8M | ||
| Q1 24 | $426.9M | $154.6M |
净利润ESSHRMY
| Q4 25 | $85.7M | $22.5M | ||
| Q3 25 | $172.7M | $50.9M | ||
| Q2 25 | $231.5M | $39.8M | ||
| Q1 25 | $212.8M | $45.6M | ||
| Q4 24 | $301.7M | $49.5M | ||
| Q3 24 | $125.5M | $46.1M | ||
| Q2 24 | $99.0M | $11.6M | ||
| Q1 24 | $285.1M | $38.3M |
毛利率ESSHRMY
| Q4 25 | 70.0% | 71.9% | ||
| Q3 25 | 69.2% | 75.1% | ||
| Q2 25 | 70.7% | 81.0% | ||
| Q1 25 | 69.6% | 82.7% | ||
| Q4 24 | 70.0% | 73.0% | ||
| Q3 24 | 69.5% | 77.0% | ||
| Q2 24 | 70.8% | 81.4% | ||
| Q1 24 | 69.7% | 82.2% |
营业利润率ESSHRMY
| Q4 25 | 31.7% | 15.8% | ||
| Q3 25 | 44.5% | 27.3% | ||
| Q2 25 | 59.5% | 24.0% | ||
| Q1 25 | 55.3% | 30.4% | ||
| Q4 24 | 67.0% | 27.7% | ||
| Q3 24 | 28.6% | 33.2% | ||
| Q2 24 | 31.1% | 12.4% | ||
| Q1 24 | 31.0% | 33.7% |
净利率ESSHRMY
| Q4 25 | 17.9% | 9.2% | ||
| Q3 25 | 36.5% | 21.2% | ||
| Q2 25 | 49.3% | 19.8% | ||
| Q1 25 | 45.8% | 24.7% | ||
| Q4 24 | 66.4% | 24.6% | ||
| Q3 24 | 27.8% | 24.8% | ||
| Q2 24 | 22.4% | 6.7% | ||
| Q1 24 | 66.8% | 24.8% |
每股收益（稀释后）ESSHRMY
| Q4 25 | $1.24 | $0.38 | ||
| Q3 25 | $2.56 | $0.87 | ||
| Q2 25 | $3.44 | $0.68 | ||
| Q1 25 | $3.16 | $0.78 | ||
| Q4 24 | $4.00 | $0.85 | ||
| Q3 24 | $1.84 | $0.79 | ||
| Q2 24 | $1.45 | $0.20 | ||
| Q1 24 | $4.25 | $0.67 |
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 | $775.3M |
| 总债务越低越好 | — | $163.7M |
| 股东权益账面价值 | $5.5B | $870.2M |
| 总资产 | $13.2B | $1.3B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资ESSHRMY
| Q4 25 | $76.2M | $775.3M | ||
| Q3 25 | $66.0M | $672.6M | ||
| Q2 25 | $58.7M | $565.3M | ||
| Q1 25 | $98.7M | $507.0M | ||
| Q4 24 | $66.8M | $467.2M | ||
| Q3 24 | $71.3M | $410.5M | ||
| Q2 24 | $55.2M | $346.9M | ||
| Q1 24 | $499.0M | $372.4M |
总债务ESSHRMY
| Q4 25 | — | $163.7M | ||
| Q3 25 | $6.4B | $168.5M | ||
| Q2 25 | $6.4B | $172.1M | ||
| Q1 25 | $6.8B | $175.7M | ||
| Q4 24 | — | $179.3M | ||
| Q3 24 | $6.4B | $182.8M | ||
| Q2 24 | $6.2B | $186.4M | ||
| Q1 24 | $6.6B | $190.0M |
股东权益ESSHRMY
| Q4 25 | $5.5B | $870.2M | ||
| Q3 25 | $5.6B | $835.1M | ||
| Q2 25 | $5.6B | $773.1M | ||
| Q1 25 | $5.6B | $720.5M | ||
| Q4 24 | $5.5B | $659.2M | ||
| Q3 24 | $5.4B | $596.8M | ||
| Q2 24 | $5.5B | $538.6M | ||
| Q1 24 | $5.5B | $515.4M |
总资产ESSHRMY
| Q4 25 | $13.2B | $1.3B | ||
| Q3 25 | $13.2B | $1.2B | ||
| Q2 25 | $13.2B | $1.1B | ||
| Q1 25 | $13.2B | $1.1B | ||
| Q4 24 | $12.9B | $999.2M | ||
| Q3 24 | $12.6B | $928.1M | ||
| Q2 24 | $12.5B | $858.4M | ||
| Q1 24 | $12.9B | $847.0M |
负债/权益比ESSHRMY
| Q4 25 | — | 0.19× | ||
| Q3 25 | 1.15× | 0.20× | ||
| Q2 25 | 1.14× | 0.22× | ||
| Q1 25 | 1.22× | 0.24× | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | 1.18× | 0.31× | ||
| Q2 24 | 1.13× | 0.35× | ||
| Q1 24 | 1.19× | 0.37× |
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 | $126.2M |
| 自由现金流经营现金流 - 资本支出 | — | $126.0M |
| 自由现金流率自由现金流/营收 | — | 51.7% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 现金转化率经营现金流/净利润 | 12.53× | 5.61× |
| 过去12个月自由现金流最近4个季度 | — | $347.9M |
8季度趋势，按日历期对齐
经营现金流ESSHRMY
| Q4 25 | $1.1B | $126.2M | ||
| Q3 25 | $342.6M | $108.7M | ||
| Q2 25 | $216.1M | $79.3M | ||
| Q1 25 | $281.5M | $34.0M | ||
| Q4 24 | $1.1B | $75.6M | ||
| Q3 24 | $316.2M | $70.5M | ||
| Q2 24 | $218.9M | $42.6M | ||
| Q1 24 | $314.9M | $31.1M |
自由现金流ESSHRMY
| Q4 25 | — | $126.0M | ||
| Q3 25 | — | $108.7M | ||
| Q2 25 | — | $79.3M | ||
| Q1 25 | — | $33.9M | ||
| Q4 24 | — | $75.0M | ||
| Q3 24 | — | $70.5M | ||
| Q2 24 | — | $42.0M | ||
| Q1 24 | — | $31.1M |
自由现金流率ESSHRMY
| Q4 25 | — | 51.7% | ||
| Q3 25 | — | 45.4% | ||
| Q2 25 | — | 39.6% | ||
| Q1 25 | — | 18.3% | ||
| Q4 24 | — | 37.3% | ||
| Q3 24 | — | 37.9% | ||
| Q2 24 | — | 24.3% | ||
| Q1 24 | — | 20.1% |
资本支出强度ESSHRMY
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.0% |
现金转化率ESSHRMY
| Q4 25 | 12.53× | 5.61× | ||
| Q3 25 | 1.98× | 2.14× | ||
| Q2 25 | 0.93× | 1.99× | ||
| Q1 25 | 1.32× | 0.75× | ||
| Q4 24 | 3.54× | 1.53× | ||
| Q3 24 | 2.52× | 1.53× | ||
| Q2 24 | 2.21× | 3.68× | ||
| Q1 24 | 1.10× | 0.81× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
