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Essex Property Trust（ESS）与Inspire Medical Systems, Inc.（INSP）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Inspire Medical Systems, Inc.的2.3倍（$479.6M vs $204.6M），Essex Property Trust同比增速更快（5.5% vs 1.6%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 2.2%）
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。
Inspire Medical Systems是一家专注于阻塞性睡眠呼吸暂停治疗的医疗科技企业，研发、生产并销售植入式神经刺激设备，面向无法耐受持续气道正压通气治疗的患者，核心市场覆盖北美、欧洲及部分亚太地区，服务睡眠医学、耳鼻喉科等临床领域。
ESS vs INSP — 直观对比
营收规模更大
ESS
是对方的2.3倍
$204.6M
营收增速更快
ESS
高出3.9%
1.6%
两年增速更快
ESS
近两年复合增速
2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $204.6M |
| 净利润 | $85.7M | — |
| 毛利率 | 70.0% | 86.5% |
| 营业利润率 | 31.7% | 13.0% |
| 净利率 | 17.9% | — |
| 营收同比 | 5.5% | 1.6% |
| 净利润同比 | -71.6% | — |
| 每股收益（稀释后） | $1.24 | $-0.39 |
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ESSINSP
| Q1 26 | — | $204.6M | ||
| Q4 25 | $479.6M | $269.1M | ||
| Q3 25 | $473.3M | $224.5M | ||
| Q2 25 | $469.8M | $217.1M | ||
| Q1 25 | $464.6M | $201.3M | ||
| Q4 24 | $454.5M | $239.7M | ||
| Q3 24 | $450.7M | $203.2M | ||
| Q2 24 | $442.4M | $195.9M |
净利润ESSINSP
| Q1 26 | — | — | ||
| Q4 25 | $85.7M | $136.1M | ||
| Q3 25 | $172.7M | $9.9M | ||
| Q2 25 | $231.5M | $-3.6M | ||
| Q1 25 | $212.8M | $3.0M | ||
| Q4 24 | $301.7M | $35.2M | ||
| Q3 24 | $125.5M | $18.5M | ||
| Q2 24 | $99.0M | $9.8M |
毛利率ESSINSP
| Q1 26 | — | 86.5% | ||
| Q4 25 | 70.0% | 86.6% | ||
| Q3 25 | 69.2% | 85.8% | ||
| Q2 25 | 70.7% | 84.0% | ||
| Q1 25 | 69.6% | 84.7% | ||
| Q4 24 | 70.0% | 85.0% | ||
| Q3 24 | 69.5% | 84.1% | ||
| Q2 24 | 70.8% | 84.8% |
营业利润率ESSINSP
| Q1 26 | — | 13.0% | ||
| Q4 25 | 31.7% | 17.1% | ||
| Q3 25 | 44.5% | 4.3% | ||
| Q2 25 | 59.5% | -1.5% | ||
| Q1 25 | 55.3% | -0.7% | ||
| Q4 24 | 67.0% | 13.3% | ||
| Q3 24 | 28.6% | 7.0% | ||
| Q2 24 | 31.1% | 2.6% |
净利率ESSINSP
| Q1 26 | — | — | ||
| Q4 25 | 17.9% | 50.6% | ||
| Q3 25 | 36.5% | 4.4% | ||
| Q2 25 | 49.3% | -1.7% | ||
| Q1 25 | 45.8% | 1.5% | ||
| Q4 24 | 66.4% | 14.7% | ||
| Q3 24 | 27.8% | 9.1% | ||
| Q2 24 | 22.4% | 5.0% |
每股收益（稀释后）ESSINSP
| Q1 26 | — | $-0.39 | ||
| Q4 25 | $1.24 | $4.57 | ||
| Q3 25 | $2.56 | $0.34 | ||
| Q2 25 | $3.44 | $-0.12 | ||
| Q1 25 | $3.16 | $0.10 | ||
| Q4 24 | $4.00 | $1.17 | ||
| Q3 24 | $1.84 | $0.60 | ||
| Q2 24 | $1.45 | $0.32 |
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 | $98.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $792.3M |
| 总资产 | $13.2B | $911.4M |
| 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ESSINSP
| Q1 26 | — | $98.9M | ||
| Q4 25 | $76.2M | $308.3M | ||
| Q3 25 | $66.0M | $322.6M | ||
| Q2 25 | $58.7M | $300.9M | ||
| Q1 25 | $98.7M | $369.2M | ||
| Q4 24 | $66.8M | $445.5M | ||
| Q3 24 | $71.3M | $411.0M | ||
| Q2 24 | $55.2M | $439.7M |
总债务ESSINSP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — |
股东权益ESSINSP
| Q1 26 | — | $792.3M | ||
| Q4 25 | $5.5B | $781.2M | ||
| Q3 25 | $5.6B | $666.5M | ||
| Q2 25 | $5.6B | $677.8M | ||
| Q1 25 | $5.6B | $635.7M | ||
| Q4 24 | $5.5B | $689.7M | ||
| Q3 24 | $5.4B | $696.6M | ||
| Q2 24 | $5.5B | $638.1M |
总资产ESSINSP
| Q1 26 | — | $911.4M | ||
| Q4 25 | $13.2B | $907.3M | ||
| Q3 25 | $13.2B | $807.7M | ||
| Q2 25 | $13.2B | $802.2M | ||
| Q1 25 | $13.2B | $730.8M | ||
| Q4 24 | $12.9B | $808.4M | ||
| Q3 24 | $12.6B | $796.2M | ||
| Q2 24 | $12.5B | $728.4M |
负债/权益比ESSINSP
| 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 | — |
| 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 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流ESSINSP
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $52.5M | ||
| Q3 25 | $342.6M | $68.5M | ||
| Q2 25 | $216.1M | $2.7M | ||
| Q1 25 | $281.5M | $-6.7M | ||
| Q4 24 | $1.1B | $69.2M | ||
| Q3 24 | $316.2M | $52.3M | ||
| Q2 24 | $218.9M | $-78.0K |
自由现金流ESSINSP
| Q1 26 | — | — | ||
| Q4 25 | — | $41.8M | ||
| Q3 25 | — | $58.1M | ||
| Q2 25 | — | $-6.3M | ||
| Q1 25 | — | $-15.1M | ||
| Q4 24 | — | $62.2M | ||
| Q3 24 | — | $44.3M | ||
| Q2 24 | — | $-12.5M |
自由现金流率ESSINSP
| Q1 26 | — | — | ||
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 25.9% | ||
| Q2 25 | — | -2.9% | ||
| Q1 25 | — | -7.5% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | — | 21.8% | ||
| Q2 24 | — | -6.4% |
资本支出强度ESSINSP
| Q1 26 | — | — | ||
| Q4 25 | — | 4.0% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 4.1% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 3.9% | ||
| Q2 24 | — | 6.3% |
现金转化率ESSINSP
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | 0.39× | ||
| Q3 25 | 1.98× | 6.90× | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | -2.24× | ||
| Q4 24 | 3.54× | 1.96× | ||
| Q3 24 | 2.52× | 2.83× | ||
| Q2 24 | 2.21× | -0.01× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
