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Essex Property Trust（ESS）与J&J SNACK FOODS CORP（JJSF）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J&J SNACK FOODS CORP的1.4倍（$479.6M vs $343.8M），Essex Property Trust净利率更高（17.9% vs 0.3%，领先17.6%），Essex Property Trust同比增速更快（5.5% vs -5.2%），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。
强生休闲食品公司（J&J Snack Foods Corp.）是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商，总部位于新泽西州芒特劳雷尔，在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施，于纳斯达克全球精选市场上市，业务覆盖国内外市场。
ESS vs JJSF — 直观对比
营收规模更大
ESS
是对方的1.4倍
$343.8M
营收增速更快
ESS
高出10.7%
-5.2%
净利率更高
ESS
高出17.6%
0.3%
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 | $343.8M |
| 净利润 | $85.7M | $883.0K |
| 毛利率 | 70.0% | 27.9% |
| 营业利润率 | 31.7% | 0.2% |
| 净利率 | 17.9% | 0.3% |
| 营收同比 | 5.5% | -5.2% |
| 净利润同比 | -71.6% | -82.8% |
| 每股收益（稀释后） | $1.24 | $0.05 |
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ESSJJSF
| Q4 25 | $479.6M | $343.8M | ||
| Q3 25 | $473.3M | $410.2M | ||
| Q2 25 | $469.8M | $454.3M | ||
| Q1 25 | $464.6M | $356.1M | ||
| Q4 24 | $454.5M | $362.6M | ||
| Q3 24 | $450.7M | $426.8M | ||
| Q2 24 | $442.4M | $440.0M | ||
| Q1 24 | $426.9M | $359.7M |
净利润ESSJJSF
| Q4 25 | $85.7M | $883.0K | ||
| Q3 25 | $172.7M | $11.4M | ||
| Q2 25 | $231.5M | $44.2M | ||
| Q1 25 | $212.8M | $4.8M | ||
| Q4 24 | $301.7M | $5.1M | ||
| Q3 24 | $125.5M | $29.6M | ||
| Q2 24 | $99.0M | $36.3M | ||
| Q1 24 | $285.1M | $13.3M |
毛利率ESSJJSF
| Q4 25 | 70.0% | 27.9% | ||
| Q3 25 | 69.2% | 31.7% | ||
| Q2 25 | 70.7% | 33.0% | ||
| Q1 25 | 69.6% | 26.9% | ||
| Q4 24 | 70.0% | 25.9% | ||
| Q3 24 | 69.5% | 31.8% | ||
| Q2 24 | 70.8% | 33.6% | ||
| Q1 24 | 69.7% | 30.1% |
营业利润率ESSJJSF
| Q4 25 | 31.7% | 0.2% | ||
| Q3 25 | 44.5% | 2.8% | ||
| Q2 25 | 59.5% | 13.3% | ||
| Q1 25 | 55.3% | 1.7% | ||
| Q4 24 | 67.0% | 1.7% | ||
| Q3 24 | 28.6% | 9.3% | ||
| Q2 24 | 31.1% | 11.4% | ||
| Q1 24 | 31.0% | 5.0% |
净利率ESSJJSF
| Q4 25 | 17.9% | 0.3% | ||
| Q3 25 | 36.5% | 2.8% | ||
| Q2 25 | 49.3% | 9.7% | ||
| Q1 25 | 45.8% | 1.4% | ||
| Q4 24 | 66.4% | 1.4% | ||
| Q3 24 | 27.8% | 6.9% | ||
| Q2 24 | 22.4% | 8.3% | ||
| Q1 24 | 66.8% | 3.7% |
每股收益（稀释后）ESSJJSF
| Q4 25 | $1.24 | $0.05 | ||
| Q3 25 | $2.56 | $0.59 | ||
| Q2 25 | $3.44 | $2.26 | ||
| Q1 25 | $3.16 | $0.25 | ||
| Q4 24 | $4.00 | $0.26 | ||
| Q3 24 | $1.84 | $1.52 | ||
| Q2 24 | $1.45 | $1.87 | ||
| Q1 24 | $4.25 | $0.69 |
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 | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $912.9M |
| 总资产 | $13.2B | $1.3B |
| 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ESSJJSF
| Q4 25 | $76.2M | $66.8M | ||
| Q3 25 | $66.0M | $105.9M | ||
| Q2 25 | $58.7M | $77.4M | ||
| Q1 25 | $98.7M | $48.5M | ||
| Q4 24 | $66.8M | $73.6M | ||
| Q3 24 | $71.3M | $73.4M | ||
| Q2 24 | $55.2M | $64.0M | ||
| Q1 24 | $499.0M | $43.6M |
总债务ESSJJSF
| 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ESSJJSF
| Q4 25 | $5.5B | $912.9M | ||
| Q3 25 | $5.6B | $966.7M | ||
| Q2 25 | $5.6B | $969.9M | ||
| Q1 25 | $5.6B | $935.0M | ||
| Q4 24 | $5.5B | $946.8M | ||
| Q3 24 | $5.4B | $957.0M | ||
| Q2 24 | $5.5B | $937.9M | ||
| Q1 24 | $5.5B | $915.7M |
总资产ESSJJSF
| Q4 25 | $13.2B | $1.3B | ||
| Q3 25 | $13.2B | $1.4B | ||
| Q2 25 | $13.2B | $1.4B | ||
| Q1 25 | $13.2B | $1.4B | ||
| Q4 24 | $12.9B | $1.3B | ||
| Q3 24 | $12.6B | $1.4B | ||
| Q2 24 | $12.5B | $1.4B | ||
| Q1 24 | $12.9B | $1.3B |
负债/权益比ESSJJSF
| 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 | $36.0M |
| 自由现金流经营现金流 - 资本支出 | — | $17.0M |
| 自由现金流率自由现金流/营收 | — | 4.9% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | 12.53× | 40.73× |
| 过去12个月自由现金流最近4个季度 | — | $83.1M |
8季度趋势，按日历期对齐
经营现金流ESSJJSF
| Q4 25 | $1.1B | $36.0M | ||
| Q3 25 | $342.6M | $66.4M | ||
| Q2 25 | $216.1M | $51.2M | ||
| Q1 25 | $281.5M | $12.3M | ||
| Q4 24 | $1.1B | $35.2M | ||
| Q3 24 | $316.2M | $46.3M | ||
| Q2 24 | $218.9M | $65.0M | ||
| Q1 24 | $314.9M | $12.7M |
自由现金流ESSJJSF
| Q4 25 | — | $17.0M | ||
| Q3 25 | — | $44.8M | ||
| Q2 25 | — | $28.5M | ||
| Q1 25 | — | $-7.2M | ||
| Q4 24 | — | $16.1M | ||
| Q3 24 | — | $29.1M | ||
| Q2 24 | — | $45.3M | ||
| Q1 24 | — | $-4.0M |
自由现金流率ESSJJSF
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 10.9% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 10.3% | ||
| Q1 24 | — | -1.1% |
资本支出强度ESSJJSF
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 5.0% | ||
| Q1 25 | — | 5.5% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 4.5% | ||
| Q1 24 | — | 4.6% |
现金转化率ESSJJSF
| Q4 25 | 12.53× | 40.73× | ||
| Q3 25 | 1.98× | 5.84× | ||
| Q2 25 | 0.93× | 1.16× | ||
| Q1 25 | 1.32× | 2.55× | ||
| Q4 24 | 3.54× | 6.84× | ||
| Q3 24 | 2.52× | 1.56× | ||
| Q2 24 | 2.21× | 1.79× | ||
| Q1 24 | 1.10× | 0.96× |
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
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
