vs
Essex Property Trust（ESS）与null（JACK）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null的1.4倍（$479.6M vs $349.5M），Essex Property Trust净利率更高（17.9% vs -0.7%，领先18.6%），Essex Property Trust同比增速更快（5.5% vs -25.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -18.6%）
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。
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
ESS vs JACK — 直观对比
营收规模更大
ESS
是对方的1.4倍
$349.5M
营收增速更快
ESS
高出31.1%
-25.5%
净利率更高
ESS
高出18.6%
-0.7%
两年增速更快
ESS
近两年复合增速
-18.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $349.5M |
| 净利润 | $85.7M | $-2.5M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 13.3% |
| 净利率 | 17.9% | -0.7% |
| 营收同比 | 5.5% | -25.5% |
| 净利润同比 | -71.6% | -107.3% |
| 每股收益（稀释后） | $1.24 | $-0.13 |
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ESSJACK
| Q1 26 | — | $349.5M | ||
| Q4 25 | $479.6M | — | ||
| Q3 25 | $473.3M | — | ||
| Q2 25 | $469.8M | $336.7M | ||
| Q1 25 | $464.6M | $371.1M | ||
| Q4 24 | $454.5M | — | ||
| Q3 24 | $450.7M | — | ||
| Q2 24 | $442.4M | $365.3M |
净利润ESSJACK
| Q1 26 | — | $-2.5M | ||
| Q4 25 | $85.7M | — | ||
| Q3 25 | $172.7M | — | ||
| Q2 25 | $231.5M | $-142.2M | ||
| Q1 25 | $212.8M | $33.7M | ||
| Q4 24 | $301.7M | — | ||
| Q3 24 | $125.5M | — | ||
| Q2 24 | $99.0M | $25.0M |
毛利率ESSJACK
| Q1 26 | — | — | ||
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | — | ||
| Q2 25 | 70.7% | — | ||
| Q1 25 | 69.6% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.5% | — | ||
| Q2 24 | 70.8% | — |
营业利润率ESSJACK
| Q1 26 | — | 13.3% | ||
| Q4 25 | 31.7% | — | ||
| Q3 25 | 44.5% | — | ||
| Q2 25 | 59.5% | -46.7% | ||
| Q1 25 | 55.3% | 19.0% | ||
| Q4 24 | 67.0% | — | ||
| Q3 24 | 28.6% | — | ||
| Q2 24 | 31.1% | 14.8% |
净利率ESSJACK
| Q1 26 | — | -0.7% | ||
| Q4 25 | 17.9% | — | ||
| Q3 25 | 36.5% | — | ||
| Q2 25 | 49.3% | -42.2% | ||
| Q1 25 | 45.8% | 9.1% | ||
| Q4 24 | 66.4% | — | ||
| Q3 24 | 27.8% | — | ||
| Q2 24 | 22.4% | 6.8% |
每股收益（稀释后）ESSJACK
| Q1 26 | — | $-0.13 | ||
| Q4 25 | $1.24 | — | ||
| Q3 25 | $2.56 | — | ||
| Q2 25 | $3.44 | $-7.47 | ||
| Q1 25 | $3.16 | $1.75 | ||
| Q4 24 | $4.00 | — | ||
| Q3 24 | $1.84 | — | ||
| Q2 24 | $1.45 | $1.26 |
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 | — |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $5.5B | $-936.0M |
| 总资产 | $13.2B | $2.0B |
| 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ESSJACK
| Q1 26 | — | — | ||
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | — | ||
| Q2 25 | $58.7M | — | ||
| Q1 25 | $98.7M | — | ||
| Q4 24 | $66.8M | — | ||
| Q3 24 | $71.3M | — | ||
| Q2 24 | $55.2M | — |
总债务ESSJACK
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | $1.7B | ||
| Q1 25 | $6.8B | $1.7B | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | $1.7B |
股东权益ESSJACK
| Q1 26 | — | $-936.0M | ||
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.6B | — | ||
| Q2 25 | $5.6B | $-976.2M | ||
| Q1 25 | $5.6B | $-827.1M | ||
| Q4 24 | $5.5B | — | ||
| Q3 24 | $5.4B | — | ||
| Q2 24 | $5.5B | $-702.6M |
总资产ESSJACK
| Q1 26 | — | $2.0B | ||
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.2B | — | ||
| Q2 25 | $13.2B | $2.6B | ||
| Q1 25 | $13.2B | $2.8B | ||
| Q4 24 | $12.9B | — | ||
| Q3 24 | $12.6B | — | ||
| Q2 24 | $12.5B | $2.9B |
负债/权益比ESSJACK
| 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 | $30.5M |
| 自由现金流经营现金流 - 资本支出 | — | $7.3M |
| 自由现金流率自由现金流/营收 | — | 2.1% |
| 资本支出强度资本支出/营收 | — | 6.6% |
| 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 | — | $34.8M |
8季度趋势，按日历期对齐
经营现金流ESSJACK
| Q1 26 | — | $30.5M | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $342.6M | — | ||
| Q2 25 | $216.1M | $-36.8M | ||
| Q1 25 | $281.5M | $105.7M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $316.2M | — | ||
| Q2 24 | $218.9M | $16.7M |
自由现金流ESSJACK
| Q1 26 | — | $7.3M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $-63.2M | ||
| Q1 25 | — | $84.4M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $6.4M |
自由现金流率ESSJACK
| Q1 26 | — | 2.1% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -18.8% | ||
| Q1 25 | — | 22.7% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.8% |
资本支出强度ESSJACK
| Q1 26 | — | 6.6% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 7.9% | ||
| Q1 25 | — | 5.7% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.8% |
现金转化率ESSJACK
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | 3.14× | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | — | ||
| Q2 24 | 2.21× | 0.67× |
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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
