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Essex Property Trust（ESS）与礼恩派（LEG）财务数据对比。点击上方公司名可切换其他公司
礼恩派的季度营收约是Essex Property Trust的2.0倍（$938.6M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 2.7%，领先15.2%），Essex Property Trust同比增速更快（5.5% vs -11.2%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -7.5%）
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。
礼恩派（Leggett & Platt）总部位于美国密苏里州迦太基，是一家多元化制造企业，成立于1883年。公司专注于设计生产各类工程组件及产品，广泛应用于家居与汽车领域。目前旗下设有15个业务单元，在全球18个国家拥有135座生产工厂，员工总数达2万名。
ESS vs LEG — 直观对比
营收规模更大
LEG
是对方的2.0倍
$479.6M
营收增速更快
ESS
高出16.7%
-11.2%
净利率更高
ESS
高出15.2%
2.7%
两年增速更快
ESS
近两年复合增速
-7.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $938.6M |
| 净利润 | $85.7M | $25.1M |
| 毛利率 | 70.0% | 17.9% |
| 营业利润率 | 31.7% | 2.0% |
| 净利率 | 17.9% | 2.7% |
| 营收同比 | 5.5% | -11.2% |
| 净利润同比 | -71.6% | 76.8% |
| 每股收益（稀释后） | $1.24 | $0.18 |
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ESSLEG
| Q4 25 | $479.6M | $938.6M | ||
| Q3 25 | $473.3M | $1.0B | ||
| Q2 25 | $469.8M | $1.1B | ||
| Q1 25 | $464.6M | $1.0B | ||
| Q4 24 | $454.5M | $1.1B | ||
| Q3 24 | $450.7M | $1.1B | ||
| Q2 24 | $442.4M | $1.1B | ||
| Q1 24 | $426.9M | $1.1B |
净利润ESSLEG
| Q4 25 | $85.7M | $25.1M | ||
| Q3 25 | $172.7M | $127.1M | ||
| Q2 25 | $231.5M | $52.5M | ||
| Q1 25 | $212.8M | $30.6M | ||
| Q4 24 | $301.7M | $14.2M | ||
| Q3 24 | $125.5M | $44.9M | ||
| Q2 24 | $99.0M | $-602.2M | ||
| Q1 24 | $285.1M | $31.6M |
毛利率ESSLEG
| Q4 25 | 70.0% | 17.9% | ||
| Q3 25 | 69.2% | 18.7% | ||
| Q2 25 | 70.7% | 18.2% | ||
| Q1 25 | 69.6% | 18.6% | ||
| Q4 24 | 70.0% | 16.6% | ||
| Q3 24 | 69.5% | 18.2% | ||
| Q2 24 | 70.8% | 16.5% | ||
| Q1 24 | 69.7% | 17.0% |
营业利润率ESSLEG
| Q4 25 | 31.7% | 2.0% | ||
| Q3 25 | 44.5% | 14.9% | ||
| Q2 25 | 59.5% | 6.8% | ||
| Q1 25 | 55.3% | 4.4% | ||
| Q4 24 | 67.0% | 2.4% | ||
| Q3 24 | 28.6% | 5.2% | ||
| Q2 24 | 31.1% | -56.2% | ||
| Q1 24 | 31.0% | 3.9% |
净利率ESSLEG
| Q4 25 | 17.9% | 2.7% | ||
| Q3 25 | 36.5% | 12.3% | ||
| Q2 25 | 49.3% | 5.0% | ||
| Q1 25 | 45.8% | 3.0% | ||
| Q4 24 | 66.4% | 1.3% | ||
| Q3 24 | 27.8% | 4.1% | ||
| Q2 24 | 22.4% | -53.4% | ||
| Q1 24 | 66.8% | 2.9% |
每股收益（稀释后）ESSLEG
| Q4 25 | $1.24 | $0.18 | ||
| Q3 25 | $2.56 | $0.91 | ||
| Q2 25 | $3.44 | $0.38 | ||
| Q1 25 | $3.16 | $0.22 | ||
| Q4 24 | $4.00 | $0.10 | ||
| Q3 24 | $1.84 | $0.33 | ||
| Q2 24 | $1.45 | $-4.39 | ||
| Q1 24 | $4.25 | $0.23 |
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 | $587.4M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $5.5B | $1.0B |
| 总资产 | $13.2B | $3.5B |
| 负债/权益比越低杠杆越低 | — | 1.46× |
8季度趋势，按日历期对齐
现金及短期投资ESSLEG
| Q4 25 | $76.2M | $587.4M | ||
| Q3 25 | $66.0M | $460.7M | ||
| Q2 25 | $58.7M | $368.8M | ||
| Q1 25 | $98.7M | $412.6M | ||
| Q4 24 | $66.8M | $350.2M | ||
| Q3 24 | $71.3M | $277.2M | ||
| Q2 24 | $55.2M | $307.0M | ||
| Q1 24 | $499.0M | $361.3M |
总债务ESSLEG
| Q4 25 | — | $1.5B | ||
| Q3 25 | $6.4B | $1.5B | ||
| Q2 25 | $6.4B | $1.8B | ||
| Q1 25 | $6.8B | $1.9B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | $6.4B | $1.6B | ||
| Q2 24 | $6.2B | $1.7B | ||
| Q1 24 | $6.6B | $1.8B |
股东权益ESSLEG
| Q4 25 | $5.5B | $1.0B | ||
| Q3 25 | $5.6B | $971.8M | ||
| Q2 25 | $5.6B | $855.0M | ||
| Q1 25 | $5.6B | $746.8M | ||
| Q4 24 | $5.5B | $689.4M | ||
| Q3 24 | $5.4B | $741.0M | ||
| Q2 24 | $5.5B | $667.6M | ||
| Q1 24 | $5.5B | $1.3B |
总资产ESSLEG
| Q4 25 | $13.2B | $3.5B | ||
| Q3 25 | $13.2B | $3.5B | ||
| Q2 25 | $13.2B | $3.7B | ||
| Q1 25 | $13.2B | $3.7B | ||
| Q4 24 | $12.9B | $3.7B | ||
| Q3 24 | $12.6B | $3.8B | ||
| Q2 24 | $12.5B | $3.8B | ||
| Q1 24 | $12.9B | $4.6B |
负债/权益比ESSLEG
| Q4 25 | — | 1.46× | ||
| Q3 25 | 1.15× | 1.54× | ||
| Q2 25 | 1.14× | 2.10× | ||
| Q1 25 | 1.22× | 2.59× | ||
| Q4 24 | — | 2.70× | ||
| Q3 24 | 1.18× | 2.13× | ||
| Q2 24 | 1.13× | 2.55× | ||
| Q1 24 | 1.19× | 1.38× |
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 | $121.5M |
| 自由现金流经营现金流 - 资本支出 | — | $101.9M |
| 自由现金流率自由现金流/营收 | — | 10.9% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 现金转化率经营现金流/净利润 | 12.53× | 4.84× |
| 过去12个月自由现金流最近4个季度 | — | $281.0M |
8季度趋势，按日历期对齐
经营现金流ESSLEG
| Q4 25 | $1.1B | $121.5M | ||
| Q3 25 | $342.6M | $125.9M | ||
| Q2 25 | $216.1M | $84.0M | ||
| Q1 25 | $281.5M | $6.8M | ||
| Q4 24 | $1.1B | $122.3M | ||
| Q3 24 | $316.2M | $95.5M | ||
| Q2 24 | $218.9M | $94.0M | ||
| Q1 24 | $314.9M | $-6.1M |
自由现金流ESSLEG
| Q4 25 | — | $101.9M | ||
| Q3 25 | — | $110.1M | ||
| Q2 25 | — | $75.5M | ||
| Q1 25 | — | $-6.5M | ||
| Q4 24 | — | $100.5M | ||
| Q3 24 | — | $77.1M | ||
| Q2 24 | — | $78.5M | ||
| Q1 24 | — | $-32.0M |
自由现金流率ESSLEG
| Q4 25 | — | 10.9% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | — | 7.1% | ||
| Q1 25 | — | -0.6% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 7.0% | ||
| Q2 24 | — | 7.0% | ||
| Q1 24 | — | -2.9% |
资本支出强度ESSLEG
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 2.4% |
现金转化率ESSLEG
| Q4 25 | 12.53× | 4.84× | ||
| Q3 25 | 1.98× | 0.99× | ||
| Q2 25 | 0.93× | 1.60× | ||
| Q1 25 | 1.32× | 0.22× | ||
| Q4 24 | 3.54× | 8.61× | ||
| Q3 24 | 2.52× | 2.13× | ||
| Q2 24 | 2.21× | — | ||
| Q1 24 | 1.10× | -0.19× |
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
LEG
| Bedding Products | $373.8M | 40% |
| Flooring And Textile Products Group | $196.9M | 21% |
| Automotive Group | $194.9M | 21% |
| Work Furniture Group | $66.2M | 7% |
| Home Furniture Group | $61.0M | 6% |
| Hydraulic Cylinders | $45.8M | 5% |
