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Essex Property Trust（ESS）与ICHOR HOLDINGS, LTD.（ICHR）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ICHOR HOLDINGS, LTD.的1.9倍（$479.6M vs $256.1M），Essex Property Trust净利率更高（17.9% vs -1.0%，领先18.8%），Essex Property Trust同比增速更快（5.5% vs 4.7%），过去两年ICHOR HOLDINGS, LTD.的营收复合增速更高（12.3% 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。
Ichor Holdings Ltd.是面向全球半导体制造领域的关键流体输送系统、子系统及相关组件的设计、制造供应商，产品集成于晶圆前端加工设备，为北美、东亚、欧洲的领先半导体设备与芯片厂商提供先进逻辑、存储芯片生产配套支持。
ESS vs ICHR — 直观对比
营收规模更大
ESS
是对方的1.9倍
$256.1M
营收增速更快
ESS
高出0.8%
4.7%
净利率更高
ESS
高出18.8%
-1.0%
两年增速更快
ICHR
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $256.1M |
| 净利润 | $85.7M | $-2.5M |
| 毛利率 | 70.0% | 12.6% |
| 营业利润率 | 31.7% | 88.2% |
| 净利率 | 17.9% | -1.0% |
| 营收同比 | 5.5% | 4.7% |
| 净利润同比 | -71.6% | 45.8% |
| 每股收益（稀释后） | $1.24 | $-0.07 |
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ESSICHR
| Q1 26 | — | $256.1M | ||
| Q4 25 | $479.6M | $223.6M | ||
| Q3 25 | $473.3M | $239.3M | ||
| Q2 25 | $469.8M | $240.3M | ||
| Q1 25 | $464.6M | $244.5M | ||
| Q4 24 | $454.5M | $233.3M | ||
| Q3 24 | $450.7M | $211.1M | ||
| Q2 24 | $442.4M | $203.2M |
净利润ESSICHR
| Q1 26 | — | $-2.5M | ||
| Q4 25 | $85.7M | $-16.0M | ||
| Q3 25 | $172.7M | $-22.9M | ||
| Q2 25 | $231.5M | $-9.4M | ||
| Q1 25 | $212.8M | $-4.6M | ||
| Q4 24 | $301.7M | $-3.9M | ||
| Q3 24 | $125.5M | $-2.8M | ||
| Q2 24 | $99.0M | $-5.1M |
毛利率ESSICHR
| Q1 26 | — | 12.6% | ||
| Q4 25 | 70.0% | 9.4% | ||
| Q3 25 | 69.2% | 4.6% | ||
| Q2 25 | 70.7% | 11.3% | ||
| Q1 25 | 69.6% | 11.7% | ||
| Q4 24 | 70.0% | 11.6% | ||
| Q3 24 | 69.5% | 13.2% | ||
| Q2 24 | 70.8% | 12.6% |
营业利润率ESSICHR
| Q1 26 | — | 88.2% | ||
| Q4 25 | 31.7% | -6.2% | ||
| Q3 25 | 44.5% | -8.1% | ||
| Q2 25 | 59.5% | -2.0% | ||
| Q1 25 | 55.3% | -0.5% | ||
| Q4 24 | 67.0% | -0.5% | ||
| Q3 24 | 28.6% | -0.2% | ||
| Q2 24 | 31.1% | -1.1% |
净利率ESSICHR
| Q1 26 | — | -1.0% | ||
| Q4 25 | 17.9% | -7.1% | ||
| Q3 25 | 36.5% | -9.6% | ||
| Q2 25 | 49.3% | -3.9% | ||
| Q1 25 | 45.8% | -1.9% | ||
| Q4 24 | 66.4% | -1.7% | ||
| Q3 24 | 27.8% | -1.3% | ||
| Q2 24 | 22.4% | -2.5% |
每股收益（稀释后）ESSICHR
| Q1 26 | — | $-0.07 | ||
| Q4 25 | $1.24 | $-0.46 | ||
| Q3 25 | $2.56 | $-0.67 | ||
| Q2 25 | $3.44 | $-0.28 | ||
| Q1 25 | $3.16 | $-0.13 | ||
| Q4 24 | $4.00 | $-0.11 | ||
| Q3 24 | $1.84 | $-0.08 | ||
| Q2 24 | $1.45 | $-0.15 |
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 | $89.1M |
| 总债务越低越好 | — | $6.3M |
| 股东权益账面价值 | $5.5B | $668.0M |
| 总资产 | $13.2B | $972.5M |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资ESSICHR
| Q1 26 | — | $89.1M | ||
| Q4 25 | $76.2M | $98.3M | ||
| Q3 25 | $66.0M | $92.5M | ||
| Q2 25 | $58.7M | $92.2M | ||
| Q1 25 | $98.7M | $109.3M | ||
| Q4 24 | $66.8M | $108.7M | ||
| Q3 24 | $71.3M | $116.4M | ||
| Q2 24 | $55.2M | $114.3M |
总债务ESSICHR
| Q1 26 | — | $6.3M | ||
| Q4 25 | — | $123.5M | ||
| Q3 25 | $6.4B | $123.5M | ||
| Q2 25 | $6.4B | $125.0M | ||
| Q1 25 | $6.8B | $126.8M | ||
| Q4 24 | — | $128.5M | ||
| Q3 24 | $6.4B | $130.3M | ||
| Q2 24 | $6.2B | $130.2M |
股东权益ESSICHR
| Q1 26 | — | $668.0M | ||
| Q4 25 | $5.5B | $663.9M | ||
| Q3 25 | $5.6B | $676.2M | ||
| Q2 25 | $5.6B | $694.1M | ||
| Q1 25 | $5.6B | $700.4M | ||
| Q4 24 | $5.5B | $698.3M | ||
| Q3 24 | $5.4B | $697.3M | ||
| Q2 24 | $5.5B | $694.9M |
总资产ESSICHR
| Q1 26 | — | $972.5M | ||
| Q4 25 | $13.2B | $942.9M | ||
| Q3 25 | $13.2B | $966.6M | ||
| Q2 25 | $13.2B | $985.1M | ||
| Q1 25 | $13.2B | $1.0B | ||
| Q4 24 | $12.9B | $995.6M | ||
| Q3 24 | $12.6B | $975.9M | ||
| Q2 24 | $12.5B | $947.7M |
负债/权益比ESSICHR
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | 0.19× | ||
| Q3 25 | 1.15× | 0.18× | ||
| Q2 25 | 1.14× | 0.18× | ||
| Q1 25 | 1.22× | 0.18× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | 1.18× | 0.19× | ||
| Q2 24 | 1.13× | 0.19× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | $-10.0M |
| 自由现金流率自由现金流/营收 | — | -3.9% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 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 | — | $-16.8M |
8季度趋势，按日历期对齐
经营现金流ESSICHR
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $9.2M | ||
| Q3 25 | $342.6M | $9.2M | ||
| Q2 25 | $216.1M | $-7.5M | ||
| Q1 25 | $281.5M | $19.0M | ||
| Q4 24 | $1.1B | $-2.5M | ||
| Q3 24 | $316.2M | $8.1M | ||
| Q2 24 | $218.9M | $17.5M |
自由现金流ESSICHR
| Q1 26 | — | $-10.0M | ||
| Q4 25 | — | $5.9M | ||
| Q3 25 | — | $2.1M | ||
| Q2 25 | — | $-14.8M | ||
| Q1 25 | — | $496.0K | ||
| Q4 24 | — | $-6.9M | ||
| Q3 24 | — | $2.2M | ||
| Q2 24 | — | $14.6M |
自由现金流率ESSICHR
| Q1 26 | — | -3.9% | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | -6.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | -3.0% | ||
| Q3 24 | — | 1.0% | ||
| Q2 24 | — | 7.2% |
资本支出强度ESSICHR
| Q1 26 | — | 2.8% | ||
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 7.6% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 1.4% |
现金转化率ESSICHR
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | — | ||
| Q2 24 | 2.21× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
