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Essex Property Trust（ESS）与Liberty Broadband Corp（LBRDA）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Liberty Broadband Corp的1.8倍（$479.6M vs $261.0M），Liberty Broadband Corp净利率更高（146.7% vs 17.9%，领先128.9%），Liberty Broadband Corp同比增速更快（6.1% vs 5.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 4.3%）
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。
本公司是一家覆盖英、荷、美三地的跨国电信企业，注册地为百慕大，在伦敦、阿姆斯特丹、丹佛设有总部，旗下拥有多家对应司法辖区的运营主体，其中英国主体为公开上市实体，2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
ESS vs LBRDA — 直观对比
营收规模更大
ESS
是对方的1.8倍
$261.0M
营收增速更快
LBRDA
高出0.6%
5.5%
净利率更高
LBRDA
高出128.9%
17.9%
两年增速更快
ESS
近两年复合增速
4.3%
损益表 — Q4 FY2025 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $261.0M |
| 净利润 | $85.7M | $383.0M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 15.7% |
| 净利率 | 17.9% | 146.7% |
| 营收同比 | 5.5% | 6.1% |
| 净利润同比 | -71.6% | 96.4% |
| 每股收益（稀释后） | $1.24 | $2.68 |
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ESSLBRDA
| Q4 25 | $479.6M | — | ||
| Q3 25 | $473.3M | — | ||
| Q2 25 | $469.8M | $261.0M | ||
| Q1 25 | $464.6M | $266.0M | ||
| Q4 24 | $454.5M | $263.0M | ||
| Q3 24 | $450.7M | $262.0M | ||
| Q2 24 | $442.4M | $246.0M | ||
| Q1 24 | $426.9M | $245.0M |
净利润ESSLBRDA
| Q4 25 | $85.7M | — | ||
| Q3 25 | $172.7M | — | ||
| Q2 25 | $231.5M | $383.0M | ||
| Q1 25 | $212.8M | $268.0M | ||
| Q4 24 | $301.7M | $291.0M | ||
| Q3 24 | $125.5M | $142.0M | ||
| Q2 24 | $99.0M | $195.0M | ||
| Q1 24 | $285.1M | $241.0M |
毛利率ESSLBRDA
| 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ESSLBRDA
| Q4 25 | 31.7% | — | ||
| Q3 25 | 44.5% | — | ||
| Q2 25 | 59.5% | 15.7% | ||
| Q1 25 | 55.3% | 16.2% | ||
| Q4 24 | 67.0% | 4.9% | ||
| Q3 24 | 28.6% | 11.5% | ||
| Q2 24 | 31.1% | 8.5% | ||
| Q1 24 | 31.0% | 11.4% |
净利率ESSLBRDA
| Q4 25 | 17.9% | — | ||
| Q3 25 | 36.5% | — | ||
| Q2 25 | 49.3% | 146.7% | ||
| Q1 25 | 45.8% | 100.8% | ||
| Q4 24 | 66.4% | 110.6% | ||
| Q3 24 | 27.8% | 54.2% | ||
| Q2 24 | 22.4% | 79.3% | ||
| Q1 24 | 66.8% | 98.4% |
每股收益（稀释后）ESSLBRDA
| Q4 25 | $1.24 | — | ||
| Q3 25 | $2.56 | — | ||
| Q2 25 | $3.44 | $2.68 | ||
| Q1 25 | $3.16 | $1.87 | ||
| Q4 24 | $4.00 | $2.04 | ||
| Q3 24 | $1.84 | $0.99 | ||
| Q2 24 | $1.45 | $1.36 | ||
| Q1 24 | $4.25 | $1.69 |
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 | $180.0M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $5.5B | $10.4B |
| 总资产 | $13.2B | $16.6B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资ESSLBRDA
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | — | ||
| Q2 25 | $58.7M | $180.0M | ||
| Q1 25 | $98.7M | $226.0M | ||
| Q4 24 | $66.8M | $163.0M | ||
| Q3 24 | $71.3M | $168.0M | ||
| Q2 24 | $55.2M | $73.0M | ||
| Q1 24 | $499.0M | $108.0M |
总债务ESSLBRDA
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | $3.1B | ||
| Q1 25 | $6.8B | $3.8B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | $6.4B | $3.7B | ||
| Q2 24 | $6.2B | $3.6B | ||
| Q1 24 | $6.6B | $3.6B |
股东权益ESSLBRDA
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.6B | — | ||
| Q2 25 | $5.6B | $10.4B | ||
| Q1 25 | $5.6B | $10.1B | ||
| Q4 24 | $5.5B | $9.8B | ||
| Q3 24 | $5.4B | $9.5B | ||
| Q2 24 | $5.5B | $9.3B | ||
| Q1 24 | $5.5B | $9.1B |
总资产ESSLBRDA
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.2B | — | ||
| Q2 25 | $13.2B | $16.6B | ||
| Q1 25 | $13.2B | $17.0B | ||
| Q4 24 | $12.9B | $16.7B | ||
| Q3 24 | $12.6B | $16.3B | ||
| Q2 24 | $12.5B | $16.0B | ||
| Q1 24 | $12.9B | $15.7B |
负债/权益比ESSLBRDA
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | 0.30× | ||
| Q1 25 | 1.22× | 0.38× | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | 1.18× | 0.39× | ||
| Q2 24 | 1.13× | 0.39× | ||
| Q1 24 | 1.19× | 0.40× |
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 | $91.0M |
| 自由现金流经营现金流 - 资本支出 | — | $37.0M |
| 自由现金流率自由现金流/营收 | — | 14.2% |
| 资本支出强度资本支出/营收 | — | 20.7% |
| 现金转化率经营现金流/净利润 | 12.53× | 0.24× |
| 过去12个月自由现金流最近4个季度 | — | $-49.0M |
8季度趋势，按日历期对齐
经营现金流ESSLBRDA
| Q4 25 | $1.1B | — | ||
| Q3 25 | $342.6M | — | ||
| Q2 25 | $216.1M | $91.0M | ||
| Q1 25 | $281.5M | $78.0M | ||
| Q4 24 | $1.1B | $1.0M | ||
| Q3 24 | $316.2M | $24.0M | ||
| Q2 24 | $218.9M | $27.0M | ||
| Q1 24 | $314.9M | $52.0M |
自由现金流ESSLBRDA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $37.0M | ||
| Q1 25 | — | $13.0M | ||
| Q4 24 | — | $-63.0M | ||
| Q3 24 | — | $-36.0M | ||
| Q2 24 | — | $-35.0M | ||
| Q1 24 | — | $-9.0M |
自由现金流率ESSLBRDA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 14.2% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | -24.0% | ||
| Q3 24 | — | -13.7% | ||
| Q2 24 | — | -14.2% | ||
| Q1 24 | — | -3.7% |
资本支出强度ESSLBRDA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 20.7% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 24.3% | ||
| Q3 24 | — | 22.9% | ||
| Q2 24 | — | 25.2% | ||
| Q1 24 | — | 24.9% |
现金转化率ESSLBRDA
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | 0.24× | ||
| Q1 25 | 1.32× | 0.29× | ||
| Q4 24 | 3.54× | 0.00× | ||
| Q3 24 | 2.52× | 0.17× | ||
| Q2 24 | 2.21× | 0.14× | ||
| Q1 24 | 1.10× | 0.22× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
