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Essex Property Trust（ESS）与LAMAR ADVERTISING CO（LAMR）财务数据对比。点击上方公司名可切换其他公司
LAMAR ADVERTISING CO的季度营收约是Essex Property Trust的1.1倍（$528.0M vs $479.6M），LAMAR ADVERTISING CO净利率更高（19.3% vs 17.9%，领先1.4%），Essex Property Trust同比增速更快（5.5% vs 4.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -3.4%）
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。
拉马尔广告是一家知名户外广告服务商，1902年由查尔斯·W·拉马尔与J.M.科伊创立，总部位于美国路易斯安那州巴吞鲁日。公司业务覆盖美国与加拿大，在两地设有超200个运营网点，旗下在美国境内拥有超过36.3万个广告展示位，涵盖广告牌、标识标牌、公共交通展示载体等品类，2014年转型为房地产投资信托。
ESS vs LAMR — 直观对比
营收规模更大
LAMR
是对方的1.1倍
$479.6M
营收增速更快
ESS
高出1.1%
4.5%
净利率更高
LAMR
高出1.4%
17.9%
两年增速更快
ESS
近两年复合增速
-3.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $528.0M |
| 净利润 | $85.7M | $101.8M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 27.7% |
| 净利率 | 17.9% | 19.3% |
| 营收同比 | 5.5% | 4.5% |
| 净利润同比 | -71.6% | -26.9% |
| 每股收益（稀释后） | $1.24 | $1.00 |
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ESSLAMR
| Q1 26 | — | $528.0M | ||
| Q4 25 | $479.6M | $595.9M | ||
| Q3 25 | $473.3M | $585.5M | ||
| Q2 25 | $469.8M | $579.3M | ||
| Q1 25 | $464.6M | $505.4M | ||
| Q4 24 | $454.5M | $579.6M | ||
| Q3 24 | $450.7M | $564.1M | ||
| Q2 24 | $442.4M | $565.3M |
净利润ESSLAMR
| Q1 26 | — | $101.8M | ||
| Q4 25 | $85.7M | $152.3M | ||
| Q3 25 | $172.7M | $141.8M | ||
| Q2 25 | $231.5M | $154.4M | ||
| Q1 25 | $212.8M | $138.8M | ||
| Q4 24 | $301.7M | $-1.2M | ||
| Q3 24 | $125.5M | $147.5M | ||
| Q2 24 | $99.0M | $137.4M |
毛利率ESSLAMR
| Q1 26 | — | — | ||
| Q4 25 | 70.0% | 67.7% | ||
| Q3 25 | 69.2% | 67.9% | ||
| Q2 25 | 70.7% | 67.8% | ||
| Q1 25 | 69.6% | 64.4% | ||
| Q4 24 | 70.0% | 67.8% | ||
| Q3 24 | 69.5% | 67.6% | ||
| Q2 24 | 70.8% | 67.6% |
营业利润率ESSLAMR
| Q1 26 | — | 27.7% | ||
| Q4 25 | 31.7% | 32.9% | ||
| Q3 25 | 44.5% | 32.3% | ||
| Q2 25 | 59.5% | 34.1% | ||
| Q1 25 | 55.3% | 37.8% | ||
| Q4 24 | 67.0% | 6.3% | ||
| Q3 24 | 28.6% | 33.1% | ||
| Q2 24 | 31.1% | 32.6% |
净利率ESSLAMR
| Q1 26 | — | 19.3% | ||
| Q4 25 | 17.9% | 25.6% | ||
| Q3 25 | 36.5% | 24.2% | ||
| Q2 25 | 49.3% | 26.6% | ||
| Q1 25 | 45.8% | 27.5% | ||
| Q4 24 | 66.4% | -0.2% | ||
| Q3 24 | 27.8% | 26.1% | ||
| Q2 24 | 22.4% | 24.3% |
每股收益（稀释后）ESSLAMR
| Q1 26 | — | $1.00 | ||
| Q4 25 | $1.24 | $1.50 | ||
| Q3 25 | $2.56 | $1.40 | ||
| Q2 25 | $3.44 | $1.52 | ||
| Q1 25 | $3.16 | $1.35 | ||
| Q4 24 | $4.00 | $-0.02 | ||
| Q3 24 | $1.84 | $1.44 | ||
| Q2 24 | $1.45 | $1.34 |
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 | $39.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $981.7M |
| 总资产 | $13.2B | $6.9B |
| 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ESSLAMR
| Q1 26 | — | $39.3M | ||
| Q4 25 | $76.2M | $64.8M | ||
| Q3 25 | $66.0M | $22.0M | ||
| Q2 25 | $58.7M | $55.7M | ||
| Q1 25 | $98.7M | $36.1M | ||
| Q4 24 | $66.8M | $49.5M | ||
| Q3 24 | $71.3M | $29.5M | ||
| Q2 24 | $55.2M | $77.9M |
总债务ESSLAMR
| 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ESSLAMR
| Q1 26 | — | $981.7M | ||
| Q4 25 | $5.5B | $1.0B | ||
| Q3 25 | $5.6B | $1.0B | ||
| Q2 25 | $5.6B | $906.9M | ||
| Q1 25 | $5.6B | $1.0B | ||
| Q4 24 | $5.5B | $1.0B | ||
| Q3 24 | $5.4B | $1.2B | ||
| Q2 24 | $5.5B | $1.2B |
总资产ESSLAMR
| Q1 26 | — | $6.9B | ||
| Q4 25 | $13.2B | $6.9B | ||
| Q3 25 | $13.2B | $6.8B | ||
| Q2 25 | $13.2B | $6.7B | ||
| Q1 25 | $13.2B | $6.5B | ||
| Q4 24 | $12.9B | $6.6B | ||
| Q3 24 | $12.6B | $6.5B | ||
| Q2 24 | $12.5B | $6.6B |
负债/权益比ESSLAMR
| 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 | — | $152.3M |
| 自由现金流率自由现金流/营收 | — | 28.9% |
| 资本支出强度资本支出/营收 | — | 6.3% |
| 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 | — | $737.7M |
8季度趋势，按日历期对齐
经营现金流ESSLAMR
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $271.2M | ||
| Q3 25 | $342.6M | $235.7M | ||
| Q2 25 | $216.1M | $229.5M | ||
| Q1 25 | $281.5M | $127.7M | ||
| Q4 24 | $1.1B | $279.3M | ||
| Q3 24 | $316.2M | $227.4M | ||
| Q2 24 | $218.9M | $256.3M |
自由现金流ESSLAMR
| Q1 26 | — | $152.3M | ||
| Q4 25 | — | $208.3M | ||
| Q3 25 | — | $185.8M | ||
| Q2 25 | — | $191.3M | ||
| Q1 25 | — | $97.9M | ||
| Q4 24 | — | $236.3M | ||
| Q3 24 | — | $197.3M | ||
| Q2 24 | — | $233.7M |
自由现金流率ESSLAMR
| Q1 26 | — | 28.9% | ||
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 31.7% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | 19.4% | ||
| Q4 24 | — | 40.8% | ||
| Q3 24 | — | 35.0% | ||
| Q2 24 | — | 41.3% |
资本支出强度ESSLAMR
| Q1 26 | — | 6.3% | ||
| Q4 25 | — | 10.5% | ||
| Q3 25 | — | 8.5% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 5.9% | ||
| Q4 24 | — | 7.4% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | — | 4.0% |
现金转化率ESSLAMR
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | 1.78× | ||
| Q3 25 | 1.98× | 1.66× | ||
| Q2 25 | 0.93× | 1.49× | ||
| Q1 25 | 1.32× | 0.92× | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | 1.54× | ||
| Q2 24 | 2.21× | 1.87× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
