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Essex Property Trust（ESS）与IES Holdings, Inc.（IESC）财务数据对比。点击上方公司名可切换其他公司
IES Holdings, Inc.的季度营收约是Essex Property Trust的1.8倍（$871.0M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 10.5%，领先7.3%），IES Holdings, Inc.同比增速更快（16.2% vs 5.5%），过去两年IES Holdings, Inc.的营收复合增速更高（11.1% 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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
ESS vs IESC — 直观对比
营收规模更大
IESC
是对方的1.8倍
$479.6M
营收增速更快
IESC
高出10.7%
5.5%
净利率更高
ESS
高出7.3%
10.5%
两年增速更快
IESC
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $871.0M |
| 净利润 | $85.7M | $91.8M |
| 毛利率 | 70.0% | 25.3% |
| 营业利润率 | 31.7% | 11.2% |
| 净利率 | 17.9% | 10.5% |
| 营收同比 | 5.5% | 16.2% |
| 净利润同比 | -71.6% | 59.1% |
| 每股收益（稀释后） | $1.24 | $4.51 |
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ESSIESC
| Q4 25 | $479.6M | $871.0M | ||
| Q3 25 | $473.3M | $897.8M | ||
| Q2 25 | $469.8M | $890.2M | ||
| Q1 25 | $464.6M | $834.0M | ||
| Q4 24 | $454.5M | $749.5M | ||
| Q3 24 | $450.7M | $775.8M | ||
| Q2 24 | $442.4M | $768.4M | ||
| Q1 24 | $426.9M | $705.7M |
净利润ESSIESC
| Q4 25 | $85.7M | $91.8M | ||
| Q3 25 | $172.7M | $102.3M | ||
| Q2 25 | $231.5M | $79.3M | ||
| Q1 25 | $212.8M | $72.6M | ||
| Q4 24 | $301.7M | $57.7M | ||
| Q3 24 | $125.5M | $65.5M | ||
| Q2 24 | $99.0M | $66.6M | ||
| Q1 24 | $285.1M | $56.8M |
毛利率ESSIESC
| Q4 25 | 70.0% | 25.3% | ||
| Q3 25 | 69.2% | 26.0% | ||
| Q2 25 | 70.7% | 26.9% | ||
| Q1 25 | 69.6% | 25.0% | ||
| Q4 24 | 70.0% | 23.8% | ||
| Q3 24 | 69.5% | 24.0% | ||
| Q2 24 | 70.8% | 25.3% | ||
| Q1 24 | 69.7% | 24.3% |
营业利润率ESSIESC
| Q4 25 | 31.7% | 11.2% | ||
| Q3 25 | 44.5% | 11.6% | ||
| Q2 25 | 59.5% | 12.6% | ||
| Q1 25 | 55.3% | 11.1% | ||
| Q4 24 | 67.0% | 10.0% | ||
| Q3 24 | 28.6% | 9.7% | ||
| Q2 24 | 31.1% | 11.7% | ||
| Q1 24 | 31.0% | 11.0% |
净利率ESSIESC
| Q4 25 | 17.9% | 10.5% | ||
| Q3 25 | 36.5% | 11.4% | ||
| Q2 25 | 49.3% | 8.9% | ||
| Q1 25 | 45.8% | 8.7% | ||
| Q4 24 | 66.4% | 7.7% | ||
| Q3 24 | 27.8% | 8.4% | ||
| Q2 24 | 22.4% | 8.7% | ||
| Q1 24 | 66.8% | 8.0% |
每股收益（稀释后）ESSIESC
| Q4 25 | $1.24 | $4.51 | ||
| Q3 25 | $2.56 | $4.99 | ||
| Q2 25 | $3.44 | $3.81 | ||
| Q1 25 | $3.16 | $3.50 | ||
| Q4 24 | $4.00 | $2.72 | ||
| Q3 24 | $1.84 | $3.06 | ||
| Q2 24 | $1.45 | $2.67 | ||
| Q1 24 | $4.25 | $2.29 |
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 | $258.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $961.1M |
| 总资产 | $13.2B | $1.7B |
| 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ESSIESC
| Q4 25 | $76.2M | $258.7M | ||
| Q3 25 | $66.0M | $231.8M | ||
| Q2 25 | $58.7M | $168.3M | ||
| Q1 25 | $98.7M | $88.3M | ||
| Q4 24 | $66.8M | $112.0M | ||
| Q3 24 | $71.3M | $135.8M | ||
| Q2 24 | $55.2M | $44.9M | ||
| Q1 24 | $499.0M | $106.0M |
总债务ESSIESC
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.6B | — |
股东权益ESSIESC
| Q4 25 | $5.5B | $961.1M | ||
| Q3 25 | $5.6B | $884.0M | ||
| Q2 25 | $5.6B | $781.4M | ||
| Q1 25 | $5.6B | $705.8M | ||
| Q4 24 | $5.5B | $652.4M | ||
| Q3 24 | $5.4B | $611.1M | ||
| Q2 24 | $5.5B | $567.5M | ||
| Q1 24 | $5.5B | $534.8M |
总资产ESSIESC
| Q4 25 | $13.2B | $1.7B | ||
| Q3 25 | $13.2B | $1.6B | ||
| Q2 25 | $13.2B | $1.5B | ||
| Q1 25 | $13.2B | $1.4B | ||
| Q4 24 | $12.9B | $1.3B | ||
| Q3 24 | $12.6B | $1.2B | ||
| Q2 24 | $12.5B | $1.2B | ||
| Q1 24 | $12.9B | $1.1B |
负债/权益比ESSIESC
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 1.19× | — |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-18.9M |
| 自由现金流率自由现金流/营收 | — | -2.2% |
| 资本支出强度资本支出/营收 | — | 5.3% |
| 现金转化率经营现金流/净利润 | 12.53× | 0.30× |
| 过去12个月自由现金流最近4个季度 | — | $175.9M |
8季度趋势，按日历期对齐
经营现金流ESSIESC
| Q4 25 | $1.1B | $27.7M | ||
| Q3 25 | $342.6M | $132.0M | ||
| Q2 25 | $216.1M | $92.0M | ||
| Q1 25 | $281.5M | $24.8M | ||
| Q4 24 | $1.1B | $37.3M | ||
| Q3 24 | $316.2M | $92.8M | ||
| Q2 24 | $218.9M | $82.9M | ||
| Q1 24 | $314.9M | $33.7M |
自由现金流ESSIESC
| Q4 25 | — | $-18.9M | ||
| Q3 25 | — | $112.0M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | — | $7.9M | ||
| Q4 24 | — | $24.1M | ||
| Q3 24 | — | $78.5M | ||
| Q2 24 | — | $65.4M | ||
| Q1 24 | — | $26.9M |
自由现金流率ESSIESC
| Q4 25 | — | -2.2% | ||
| Q3 25 | — | 12.5% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | — | 8.5% | ||
| Q1 24 | — | 3.8% |
资本支出强度ESSIESC
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | 1.0% |
现金转化率ESSIESC
| Q4 25 | 12.53× | 0.30× | ||
| Q3 25 | 1.98× | 1.29× | ||
| Q2 25 | 0.93× | 1.16× | ||
| Q1 25 | 1.32× | 0.34× | ||
| Q4 24 | 3.54× | 0.65× | ||
| Q3 24 | 2.52× | 1.42× | ||
| Q2 24 | 2.21× | 1.24× | ||
| Q1 24 | 1.10× | 0.59× |
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
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
