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Essex Property Trust（ESS）与LCI INDUSTRIES（LCII）财务数据对比。点击上方公司名可切换其他公司
LCI INDUSTRIES的季度营收约是Essex Property Trust的1.9倍（$932.7M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 2.0%，领先15.9%），LCI INDUSTRIES同比增速更快（16.1% vs 5.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -1.8%）
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。
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
ESS vs LCII — 直观对比
营收规模更大
LCII
是对方的1.9倍
$479.6M
营收增速更快
LCII
高出10.6%
5.5%
净利率更高
ESS
高出15.9%
2.0%
两年增速更快
ESS
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $932.7M |
| 净利润 | $85.7M | $18.7M |
| 毛利率 | 70.0% | 22.1% |
| 营业利润率 | 31.7% | 3.8% |
| 净利率 | 17.9% | 2.0% |
| 营收同比 | 5.5% | 16.1% |
| 净利润同比 | -71.6% | 95.7% |
| 每股收益（稀释后） | $1.24 | $0.79 |
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ESSLCII
| Q4 25 | $479.6M | $932.7M | ||
| Q3 25 | $473.3M | $1.0B | ||
| Q2 25 | $469.8M | $1.1B | ||
| Q1 25 | $464.6M | $1.0B | ||
| Q4 24 | $454.5M | $803.1M | ||
| Q3 24 | $450.7M | $915.5M | ||
| Q2 24 | $442.4M | $1.1B | ||
| Q1 24 | $426.9M | $968.0M |
净利润ESSLCII
| Q4 25 | $85.7M | $18.7M | ||
| Q3 25 | $172.7M | $62.5M | ||
| Q2 25 | $231.5M | $57.6M | ||
| Q1 25 | $212.8M | $49.4M | ||
| Q4 24 | $301.7M | $9.5M | ||
| Q3 24 | $125.5M | $35.6M | ||
| Q2 24 | $99.0M | $61.2M | ||
| Q1 24 | $285.1M | $36.5M |
毛利率ESSLCII
| Q4 25 | 70.0% | 22.1% | ||
| Q3 25 | 69.2% | 24.4% | ||
| Q2 25 | 70.7% | 24.4% | ||
| Q1 25 | 69.6% | 24.1% | ||
| Q4 24 | 70.0% | 21.1% | ||
| Q3 24 | 69.5% | 24.0% | ||
| Q2 24 | 70.8% | 25.3% | ||
| Q1 24 | 69.7% | 23.1% |
营业利润率ESSLCII
| Q4 25 | 31.7% | 3.8% | ||
| Q3 25 | 44.5% | 7.3% | ||
| Q2 25 | 59.5% | 7.9% | ||
| Q1 25 | 55.3% | 7.8% | ||
| Q4 24 | 67.0% | 2.0% | ||
| Q3 24 | 28.6% | 5.9% | ||
| Q2 24 | 31.1% | 8.6% | ||
| Q1 24 | 31.0% | 6.0% |
净利率ESSLCII
| Q4 25 | 17.9% | 2.0% | ||
| Q3 25 | 36.5% | 6.0% | ||
| Q2 25 | 49.3% | 5.2% | ||
| Q1 25 | 45.8% | 4.7% | ||
| Q4 24 | 66.4% | 1.2% | ||
| Q3 24 | 27.8% | 3.9% | ||
| Q2 24 | 22.4% | 5.8% | ||
| Q1 24 | 66.8% | 3.8% |
每股收益（稀释后）ESSLCII
| Q4 25 | $1.24 | $0.79 | ||
| Q3 25 | $2.56 | $2.55 | ||
| Q2 25 | $3.44 | $2.29 | ||
| Q1 25 | $3.16 | $1.94 | ||
| Q4 24 | $4.00 | $0.37 | ||
| Q3 24 | $1.84 | $1.39 | ||
| Q2 24 | $1.45 | $2.40 | ||
| Q1 24 | $4.25 | $1.44 |
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 | $222.6M |
| 总债务越低越好 | — | $945.2M |
| 股东权益账面价值 | $5.5B | $1.4B |
| 总资产 | $13.2B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资ESSLCII
| Q4 25 | $76.2M | $222.6M | ||
| Q3 25 | $66.0M | $199.7M | ||
| Q2 25 | $58.7M | $191.9M | ||
| Q1 25 | $98.7M | $231.2M | ||
| Q4 24 | $66.8M | $165.8M | ||
| Q3 24 | $71.3M | $161.2M | ||
| Q2 24 | $55.2M | $130.4M | ||
| Q1 24 | $499.0M | $22.6M |
总债务ESSLCII
| Q4 25 | — | $945.2M | ||
| Q3 25 | $6.4B | $947.8M | ||
| Q2 25 | $6.4B | $948.0M | ||
| Q1 25 | $6.8B | $938.3M | ||
| Q4 24 | — | $757.3M | ||
| Q3 24 | $6.4B | $822.5M | ||
| Q2 24 | $6.2B | $829.7M | ||
| Q1 24 | $6.6B | $855.3M |
股东权益ESSLCII
| Q4 25 | $5.5B | $1.4B | ||
| Q3 25 | $5.6B | $1.4B | ||
| Q2 25 | $5.6B | $1.4B | ||
| Q1 25 | $5.6B | $1.4B | ||
| Q4 24 | $5.5B | $1.4B | ||
| Q3 24 | $5.4B | $1.4B | ||
| Q2 24 | $5.5B | $1.4B | ||
| Q1 24 | $5.5B | $1.4B |
总资产ESSLCII
| Q4 25 | $13.2B | $3.2B | ||
| Q3 25 | $13.2B | $3.2B | ||
| Q2 25 | $13.2B | $3.2B | ||
| Q1 25 | $13.2B | $3.1B | ||
| Q4 24 | $12.9B | $2.9B | ||
| Q3 24 | $12.6B | $3.0B | ||
| Q2 24 | $12.5B | $3.0B | ||
| Q1 24 | $12.9B | $3.0B |
负债/权益比ESSLCII
| Q4 25 | — | 0.69× | ||
| Q3 25 | 1.15× | 0.70× | ||
| Q2 25 | 1.14× | 0.68× | ||
| Q1 25 | 1.22× | 0.69× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | 1.18× | 0.58× | ||
| Q2 24 | 1.13× | 0.60× | ||
| Q1 24 | 1.19× | 0.63× |
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 | $78.9M |
| 自由现金流经营现金流 - 资本支出 | — | $64.3M |
| 自由现金流率自由现金流/营收 | — | 6.9% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | 12.53× | 4.22× |
| 过去12个月自由现金流最近4个季度 | — | $278.3M |
8季度趋势，按日历期对齐
经营现金流ESSLCII
| Q4 25 | $1.1B | $78.9M | ||
| Q3 25 | $342.6M | $97.2M | ||
| Q2 25 | $216.1M | $112.2M | ||
| Q1 25 | $281.5M | $42.7M | ||
| Q4 24 | $1.1B | $106.6M | ||
| Q3 24 | $316.2M | $78.4M | ||
| Q2 24 | $218.9M | $192.9M | ||
| Q1 24 | $314.9M | $-7.7M |
自由现金流ESSLCII
| Q4 25 | — | $64.3M | ||
| Q3 25 | — | $80.9M | ||
| Q2 25 | — | $99.5M | ||
| Q1 25 | — | $33.7M | ||
| Q4 24 | — | $95.7M | ||
| Q3 24 | — | $68.3M | ||
| Q2 24 | — | $180.2M | ||
| Q1 24 | — | $-16.3M |
自由现金流率ESSLCII
| Q4 25 | — | 6.9% | ||
| Q3 25 | — | 7.8% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 11.9% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 17.1% | ||
| Q1 24 | — | -1.7% |
资本支出强度ESSLCII
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 0.9% |
现金转化率ESSLCII
| Q4 25 | 12.53× | 4.22× | ||
| Q3 25 | 1.98× | 1.55× | ||
| Q2 25 | 0.93× | 1.95× | ||
| Q1 25 | 1.32× | 0.86× | ||
| Q4 24 | 3.54× | 11.17× | ||
| Q3 24 | 2.52× | 2.20× | ||
| Q2 24 | 2.21× | 3.15× | ||
| Q1 24 | 1.10× | -0.21× |
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
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
