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Essex Property Trust（ESS）与Loews Corporation（L）财务数据对比。点击上方公司名可切换其他公司
Loews Corporation的季度营收约是Essex Property Trust的1.7倍（$827.0M vs $479.6M），Loews Corporation净利率更高（48.6% vs 17.9%，领先30.7%），Essex Property Trust同比增速更快（5.5% vs 4.8%），过去两年Loews Corporation的营收复合增速更高（7.9% 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。
Loews Corporation是一家总部位于美国的多元化综合企业集团，旗下子公司业务覆盖财产保险、天然气管道运输、酒店运营、油气勘探生产等核心领域，主要服务北美市场的商业、消费者及工业客户。
ESS vs L — 直观对比
营收规模更大
L
是对方的1.7倍
$479.6M
营收增速更快
ESS
高出0.7%
4.8%
净利率更高
L
高出30.7%
17.9%
两年增速更快
L
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $827.0M |
| 净利润 | $85.7M | $402.0M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 65.4% |
| 净利率 | 17.9% | 48.6% |
| 营收同比 | 5.5% | 4.8% |
| 净利润同比 | -71.6% | 115.0% |
| 每股收益（稀释后） | $1.24 | $1.93 |
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ESSL
| Q4 25 | $479.6M | $827.0M | ||
| Q3 25 | $473.3M | $732.0M | ||
| Q2 25 | $469.8M | $769.0M | ||
| Q1 25 | $464.6M | $846.0M | ||
| Q4 24 | $454.5M | $789.0M | ||
| Q3 24 | $450.7M | $683.0M | ||
| Q2 24 | $442.4M | $711.0M | ||
| Q1 24 | $426.9M | $710.0M |
净利润ESSL
| Q4 25 | $85.7M | $402.0M | ||
| Q3 25 | $172.7M | $504.0M | ||
| Q2 25 | $231.5M | $391.0M | ||
| Q1 25 | $212.8M | $370.0M | ||
| Q4 24 | $301.7M | $187.0M | ||
| Q3 24 | $125.5M | $401.0M | ||
| Q2 24 | $99.0M | $369.0M | ||
| Q1 24 | $285.1M | $457.0M |
毛利率ESSL
| 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% | — | ||
| Q1 24 | 69.7% | — |
营业利润率ESSL
| Q4 25 | 31.7% | 65.4% | ||
| Q3 25 | 44.5% | 94.1% | ||
| Q2 25 | 59.5% | 70.1% | ||
| Q1 25 | 55.3% | 60.8% | ||
| Q4 24 | 67.0% | 23.8% | ||
| Q3 24 | 28.6% | 80.5% | ||
| Q2 24 | 31.1% | 71.3% | ||
| Q1 24 | 31.0% | 88.6% |
净利率ESSL
| Q4 25 | 17.9% | 48.6% | ||
| Q3 25 | 36.5% | 68.9% | ||
| Q2 25 | 49.3% | 50.8% | ||
| Q1 25 | 45.8% | 43.7% | ||
| Q4 24 | 66.4% | 23.7% | ||
| Q3 24 | 27.8% | 58.7% | ||
| Q2 24 | 22.4% | 51.9% | ||
| Q1 24 | 66.8% | 64.4% |
每股收益（稀释后）ESSL
| Q4 25 | $1.24 | $1.93 | ||
| Q3 25 | $2.56 | $2.43 | ||
| Q2 25 | $3.44 | $1.87 | ||
| Q1 25 | $3.16 | $1.74 | ||
| Q4 24 | $4.00 | $0.87 | ||
| Q3 24 | $1.84 | $1.82 | ||
| Q2 24 | $1.45 | $1.67 | ||
| Q1 24 | $4.25 | $2.05 |
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 | $6.0B |
| 总债务越低越好 | — | $8.4B |
| 股东权益账面价值 | $5.5B | $18.7B |
| 总资产 | $13.2B | $86.3B |
| 负债/权益比越低杠杆越低 | — | 0.45× |
8季度趋势，按日历期对齐
现金及短期投资ESSL
| Q4 25 | $76.2M | $6.0B | ||
| Q3 25 | $66.0M | $5.4B | ||
| Q2 25 | $58.7M | $4.5B | ||
| Q1 25 | $98.7M | $4.4B | ||
| Q4 24 | $66.8M | $4.6B | ||
| Q3 24 | $71.3M | $5.2B | ||
| Q2 24 | $55.2M | $4.9B | ||
| Q1 24 | $499.0M | $5.4B |
总债务ESSL
| Q4 25 | — | $8.4B | ||
| Q3 25 | $6.4B | $8.4B | ||
| Q2 25 | $6.4B | $7.9B | ||
| Q1 25 | $6.8B | $8.4B | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | $6.4B | $8.8B | ||
| Q2 24 | $6.2B | $8.6B | ||
| Q1 24 | $6.6B | $8.4B |
股东权益ESSL
| Q4 25 | $5.5B | $18.7B | ||
| Q3 25 | $5.6B | $18.3B | ||
| Q2 25 | $5.6B | $17.5B | ||
| Q1 25 | $5.6B | $17.2B | ||
| Q4 24 | $5.5B | $17.1B | ||
| Q3 24 | $5.4B | $17.4B | ||
| Q2 24 | $5.5B | $16.4B | ||
| Q1 24 | $5.5B | $16.2B |
总资产ESSL
| Q4 25 | $13.2B | $86.3B | ||
| Q3 25 | $13.2B | $85.9B | ||
| Q2 25 | $13.2B | $84.7B | ||
| Q1 25 | $13.2B | $83.1B | ||
| Q4 24 | $12.9B | $81.9B | ||
| Q3 24 | $12.6B | $83.6B | ||
| Q2 24 | $12.5B | $81.1B | ||
| Q1 24 | $12.9B | $80.9B |
负债/权益比ESSL
| Q4 25 | — | 0.45× | ||
| Q3 25 | 1.15× | 0.46× | ||
| Q2 25 | 1.14× | 0.45× | ||
| Q1 25 | 1.22× | 0.49× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | 1.18× | 0.51× | ||
| Q2 24 | 1.13× | 0.52× | ||
| Q1 24 | 1.19× | 0.52× |
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 | $617.0M |
| 自由现金流经营现金流 - 资本支出 | — | $426.0M |
| 自由现金流率自由现金流/营收 | — | 51.5% |
| 资本支出强度资本支出/营收 | — | 23.1% |
| 现金转化率经营现金流/净利润 | 12.53× | 1.53× |
| 过去12个月自由现金流最近4个季度 | — | $2.7B |
8季度趋势，按日历期对齐
经营现金流ESSL
| Q4 25 | $1.1B | $617.0M | ||
| Q3 25 | $342.6M | $920.0M | ||
| Q2 25 | $216.1M | $1.0B | ||
| Q1 25 | $281.5M | $736.0M | ||
| Q4 24 | $1.1B | $941.0M | ||
| Q3 24 | $316.2M | $934.0M | ||
| Q2 24 | $218.9M | $952.0M | ||
| Q1 24 | $314.9M | $198.0M |
自由现金流ESSL
| Q4 25 | — | $426.0M | ||
| Q3 25 | — | $764.0M | ||
| Q2 25 | — | $872.0M | ||
| Q1 25 | — | $638.0M | ||
| Q4 24 | — | $767.0M | ||
| Q3 24 | — | $794.0M | ||
| Q2 24 | — | $793.0M | ||
| Q1 24 | — | $39.0M |
自由现金流率ESSL
| Q4 25 | — | 51.5% | ||
| Q3 25 | — | 104.4% | ||
| Q2 25 | — | 113.4% | ||
| Q1 25 | — | 75.4% | ||
| Q4 24 | — | 97.2% | ||
| Q3 24 | — | 116.3% | ||
| Q2 24 | — | 111.5% | ||
| Q1 24 | — | 5.5% |
资本支出强度ESSL
| Q4 25 | — | 23.1% | ||
| Q3 25 | — | 21.3% | ||
| Q2 25 | — | 17.4% | ||
| Q1 25 | — | 11.6% | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | — | 20.5% | ||
| Q2 24 | — | 22.4% | ||
| Q1 24 | — | 22.4% |
现金转化率ESSL
| Q4 25 | 12.53× | 1.53× | ||
| Q3 25 | 1.98× | 1.83× | ||
| Q2 25 | 0.93× | 2.57× | ||
| Q1 25 | 1.32× | 1.99× | ||
| Q4 24 | 3.54× | 5.03× | ||
| Q3 24 | 2.52× | 2.33× | ||
| Q2 24 | 2.21× | 2.58× | ||
| Q1 24 | 1.10× | 0.43× |
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
L
| Transportation And Storage Of Natural Gas And NG Ls And Ethane Supply And Transportation Services | $601.0M | 73% |
| Lodging And Related Services | $226.0M | 27% |
