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Essex Property Trust（ESS）与IPG PHOTONICS CORP（IPGP）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IPG PHOTONICS CORP的1.7倍（$479.6M vs $274.5M），Essex Property Trust净利率更高（17.9% vs 4.8%，领先13.0%），IPG PHOTONICS CORP同比增速更快（17.1% vs 5.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 4.4%）
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。
IPG光电是全球领先的光纤激光器制造商，率先实现光纤激光器的技术研发与商业化落地，产品广泛应用于材料加工、医疗、电信等多元领域，在美国、德国、俄罗斯、意大利均设有生产基地，为全球各行业客户提供高性能的激光解决方案。
ESS vs IPGP — 直观对比
营收规模更大
ESS
是对方的1.7倍
$274.5M
营收增速更快
IPGP
高出11.6%
5.5%
净利率更高
ESS
高出13.0%
4.8%
两年增速更快
ESS
近两年复合增速
4.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $274.5M |
| 净利润 | $85.7M | $13.3M |
| 毛利率 | 70.0% | 36.1% |
| 营业利润率 | 31.7% | 1.2% |
| 净利率 | 17.9% | 4.8% |
| 营收同比 | 5.5% | 17.1% |
| 净利润同比 | -71.6% | 69.8% |
| 每股收益（稀释后） | $1.24 | $0.30 |
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ESSIPGP
| Q4 25 | $479.6M | $274.5M | ||
| Q3 25 | $473.3M | $250.8M | ||
| Q2 25 | $469.8M | $250.7M | ||
| Q1 25 | $464.6M | $227.8M | ||
| Q4 24 | $454.5M | $234.3M | ||
| Q3 24 | $450.7M | $233.1M | ||
| Q2 24 | $442.4M | $257.6M | ||
| Q1 24 | $426.9M | $252.0M |
净利润ESSIPGP
| Q4 25 | $85.7M | $13.3M | ||
| Q3 25 | $172.7M | $7.5M | ||
| Q2 25 | $231.5M | $6.6M | ||
| Q1 25 | $212.8M | $3.8M | ||
| Q4 24 | $301.7M | $7.8M | ||
| Q3 24 | $125.5M | $-233.6M | ||
| Q2 24 | $99.0M | $20.2M | ||
| Q1 24 | $285.1M | $24.1M |
毛利率ESSIPGP
| Q4 25 | 70.0% | 36.1% | ||
| Q3 25 | 69.2% | 39.5% | ||
| Q2 25 | 70.7% | 37.3% | ||
| Q1 25 | 69.6% | 39.4% | ||
| Q4 24 | 70.0% | 38.6% | ||
| Q3 24 | 69.5% | 23.2% | ||
| Q2 24 | 70.8% | 37.3% | ||
| Q1 24 | 69.7% | 38.7% |
营业利润率ESSIPGP
| Q4 25 | 31.7% | 1.2% | ||
| Q3 25 | 44.5% | 3.1% | ||
| Q2 25 | 59.5% | 0.0% | ||
| Q1 25 | 55.3% | 0.8% | ||
| Q4 24 | 67.0% | 6.0% | ||
| Q3 24 | 28.6% | -108.7% | ||
| Q2 24 | 31.1% | 4.7% | ||
| Q1 24 | 31.0% | 7.6% |
净利率ESSIPGP
| Q4 25 | 17.9% | 4.8% | ||
| Q3 25 | 36.5% | 3.0% | ||
| Q2 25 | 49.3% | 2.6% | ||
| Q1 25 | 45.8% | 1.6% | ||
| Q4 24 | 66.4% | 3.3% | ||
| Q3 24 | 27.8% | -100.2% | ||
| Q2 24 | 22.4% | 7.8% | ||
| Q1 24 | 66.8% | 9.6% |
每股收益（稀释后）ESSIPGP
| Q4 25 | $1.24 | $0.30 | ||
| Q3 25 | $2.56 | $0.18 | ||
| Q2 25 | $3.44 | $0.16 | ||
| Q1 25 | $3.16 | $0.09 | ||
| Q4 24 | $4.00 | $0.27 | ||
| Q3 24 | $1.84 | $-5.33 | ||
| Q2 24 | $1.45 | $0.45 | ||
| Q1 24 | $4.25 | $0.52 |
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 | $839.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $2.1B |
| 总资产 | $13.2B | $2.4B |
| 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ESSIPGP
| Q4 25 | $76.2M | $839.3M | ||
| Q3 25 | $66.0M | $870.4M | ||
| Q2 25 | $58.7M | $899.6M | ||
| Q1 25 | $98.7M | $926.9M | ||
| Q4 24 | $66.8M | $930.2M | ||
| Q3 24 | $71.3M | $1.0B | ||
| Q2 24 | $55.2M | $1.1B | ||
| Q1 24 | $499.0M | $1.1B |
总债务ESSIPGP
| 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ESSIPGP
| Q4 25 | $5.5B | $2.1B | ||
| Q3 25 | $5.6B | $2.1B | ||
| Q2 25 | $5.6B | $2.1B | ||
| Q1 25 | $5.6B | $2.1B | ||
| Q4 24 | $5.5B | $2.0B | ||
| Q3 24 | $5.4B | $2.1B | ||
| Q2 24 | $5.5B | $2.3B | ||
| Q1 24 | $5.5B | $2.3B |
总资产ESSIPGP
| Q4 25 | $13.2B | $2.4B | ||
| Q3 25 | $13.2B | $2.4B | ||
| Q2 25 | $13.2B | $2.4B | ||
| Q1 25 | $13.2B | $2.3B | ||
| Q4 24 | $12.9B | $2.3B | ||
| Q3 24 | $12.6B | $2.4B | ||
| Q2 24 | $12.5B | $2.5B | ||
| Q1 24 | $12.9B | $2.6B |
负债/权益比ESSIPGP
| 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 | $28.8M |
| 自由现金流经营现金流 - 资本支出 | — | $10.9M |
| 自由现金流率自由现金流/营收 | — | 4.0% |
| 资本支出强度资本支出/营收 | — | 6.5% |
| 现金转化率经营现金流/净利润 | 12.53× | 2.17× |
| 过去12个月自由现金流最近4个季度 | — | $-3.5M |
8季度趋势，按日历期对齐
经营现金流ESSIPGP
| Q4 25 | $1.1B | $28.8M | ||
| Q3 25 | $342.6M | $35.3M | ||
| Q2 25 | $216.1M | $-2.2M | ||
| Q1 25 | $281.5M | $13.4M | ||
| Q4 24 | $1.1B | $73.8M | ||
| Q3 24 | $316.2M | $66.1M | ||
| Q2 24 | $218.9M | $53.5M | ||
| Q1 24 | $314.9M | $54.6M |
自由现金流ESSIPGP
| Q4 25 | — | $10.9M | ||
| Q3 25 | — | $14.6M | ||
| Q2 25 | — | $-17.6M | ||
| Q1 25 | — | $-11.4M | ||
| Q4 24 | — | $50.6M | ||
| Q3 24 | — | $43.0M | ||
| Q2 24 | — | $29.2M | ||
| Q1 24 | — | $26.5M |
自由现金流率ESSIPGP
| Q4 25 | — | 4.0% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | -7.0% | ||
| Q1 25 | — | -5.0% | ||
| Q4 24 | — | 21.6% | ||
| Q3 24 | — | 18.4% | ||
| Q2 24 | — | 11.3% | ||
| Q1 24 | — | 10.5% |
资本支出强度ESSIPGP
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | — | 6.1% | ||
| Q1 25 | — | 10.9% | ||
| Q4 24 | — | 9.9% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | — | 9.4% | ||
| Q1 24 | — | 11.1% |
现金转化率ESSIPGP
| Q4 25 | 12.53× | 2.17× | ||
| Q3 25 | 1.98× | 4.73× | ||
| Q2 25 | 0.93× | -0.34× | ||
| Q1 25 | 1.32× | 3.58× | ||
| Q4 24 | 3.54× | 9.44× | ||
| Q3 24 | 2.52× | — | ||
| Q2 24 | 2.21× | 2.65× | ||
| Q1 24 | 1.10× | 2.27× |
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
IPGP
| Materials Processing | $232.8M | 85% |
| Laser And Non Laser Systems | $38.8M | 14% |
| Transferred Over Time | $5.3M | 2% |
