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Essex Property Trust（ESS）与力特（LFUS）财务数据对比。点击上方公司名可切换其他公司
力特的季度营收约是Essex Property Trust的1.4倍（$657.0M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 11.4%，领先6.4%），力特同比增速更快（18.5% vs 5.5%），过去两年力特的营收复合增速更高（8.5% 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。
力特是全球领先的电路保护、传感及控制组件制造商，主营保险丝、半导体保护器件、功率开关、传感器、断路器等产品，服务汽车、工业电子、消费电子、通信及可再生能源等领域，为全球客户提供提升设备安全可靠性的解决方案。
ESS vs LFUS — 直观对比
营收规模更大
LFUS
是对方的1.4倍
$479.6M
营收增速更快
LFUS
高出13.0%
5.5%
净利率更高
ESS
高出6.4%
11.4%
两年增速更快
LFUS
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $657.0M |
| 净利润 | $85.7M | $75.1M |
| 毛利率 | 70.0% | 38.7% |
| 营业利润率 | 31.7% | 15.4% |
| 净利率 | 17.9% | 11.4% |
| 营收同比 | 5.5% | 18.5% |
| 净利润同比 | -71.6% | 72.5% |
| 每股收益（稀释后） | $1.24 | $2.96 |
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ESSLFUS
| Q1 26 | — | $657.0M | ||
| Q4 25 | $479.6M | $593.9M | ||
| Q3 25 | $473.3M | $624.6M | ||
| Q2 25 | $469.8M | $613.4M | ||
| Q1 25 | $464.6M | $554.3M | ||
| Q4 24 | $454.5M | $529.5M | ||
| Q3 24 | $450.7M | $567.4M | ||
| Q2 24 | $442.4M | $558.5M |
净利润ESSLFUS
| Q1 26 | — | $75.1M | ||
| Q4 25 | $85.7M | $-242.1M | ||
| Q3 25 | $172.7M | $69.5M | ||
| Q2 25 | $231.5M | $57.3M | ||
| Q1 25 | $212.8M | $43.6M | ||
| Q4 24 | $301.7M | $-51.8M | ||
| Q3 24 | $125.5M | $58.1M | ||
| Q2 24 | $99.0M | $45.5M |
毛利率ESSLFUS
| Q1 26 | — | 38.7% | ||
| Q4 25 | 70.0% | 38.0% | ||
| Q3 25 | 69.2% | 38.6% | ||
| Q2 25 | 70.7% | 37.8% | ||
| Q1 25 | 69.6% | 37.4% | ||
| Q4 24 | 70.0% | 33.4% | ||
| Q3 24 | 69.5% | 38.1% | ||
| Q2 24 | 70.8% | 37.1% |
营业利润率ESSLFUS
| Q1 26 | — | 15.4% | ||
| Q4 25 | 31.7% | -37.5% | ||
| Q3 25 | 44.5% | 15.6% | ||
| Q2 25 | 59.5% | 15.1% | ||
| Q1 25 | 55.3% | 12.7% | ||
| Q4 24 | 67.0% | -9.3% | ||
| Q3 24 | 28.6% | 15.5% | ||
| Q2 24 | 31.1% | 11.7% |
净利率ESSLFUS
| Q1 26 | — | 11.4% | ||
| Q4 25 | 17.9% | -40.8% | ||
| Q3 25 | 36.5% | 11.1% | ||
| Q2 25 | 49.3% | 9.3% | ||
| Q1 25 | 45.8% | 7.9% | ||
| Q4 24 | 66.4% | -9.8% | ||
| Q3 24 | 27.8% | 10.2% | ||
| Q2 24 | 22.4% | 8.1% |
每股收益（稀释后）ESSLFUS
| Q1 26 | — | $2.96 | ||
| Q4 25 | $1.24 | $-9.71 | ||
| Q3 25 | $2.56 | $2.77 | ||
| Q2 25 | $3.44 | $2.30 | ||
| Q1 25 | $3.16 | $1.75 | ||
| Q4 24 | $4.00 | $-2.07 | ||
| Q3 24 | $1.84 | $2.32 | ||
| Q2 24 | $1.45 | $1.82 |
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 | $482.0M |
| 总债务越低越好 | — | $631.5M |
| 股东权益账面价值 | $5.5B | $2.5B |
| 总资产 | $13.2B | $3.9B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资ESSLFUS
| Q1 26 | — | $482.0M | ||
| Q4 25 | $76.2M | $563.7M | ||
| Q3 25 | $66.0M | $815.0M | ||
| Q2 25 | $58.7M | $685.5M | ||
| Q1 25 | $98.7M | $619.7M | ||
| Q4 24 | $66.8M | $725.9M | ||
| Q3 24 | $71.3M | $630.7M | ||
| Q2 24 | $55.2M | $562.7M |
总债务ESSLFUS
| Q1 26 | — | $631.5M | ||
| Q4 25 | — | $802.6M | ||
| Q3 25 | $6.4B | $805.8M | ||
| Q2 25 | $6.4B | $810.2M | ||
| Q1 25 | $6.8B | $805.7M | ||
| Q4 24 | — | $856.1M | ||
| Q3 24 | $6.4B | $867.7M | ||
| Q2 24 | $6.2B | $863.5M |
股东权益ESSLFUS
| Q1 26 | — | $2.5B | ||
| Q4 25 | $5.5B | $2.4B | ||
| Q3 25 | $5.6B | $2.7B | ||
| Q2 25 | $5.6B | $2.6B | ||
| Q1 25 | $5.6B | $2.5B | ||
| Q4 24 | $5.5B | $2.4B | ||
| Q3 24 | $5.4B | $2.6B | ||
| Q2 24 | $5.5B | $2.5B |
总资产ESSLFUS
| Q1 26 | — | $3.9B | ||
| Q4 25 | $13.2B | $4.0B | ||
| Q3 25 | $13.2B | $4.2B | ||
| Q2 25 | $13.2B | $4.1B | ||
| Q1 25 | $13.2B | $3.9B | ||
| Q4 24 | $12.9B | $3.9B | ||
| Q3 24 | $12.6B | $4.1B | ||
| Q2 24 | $12.5B | $3.9B |
负债/权益比ESSLFUS
| Q1 26 | — | 0.25× | ||
| Q4 25 | — | 0.33× | ||
| Q3 25 | 1.15× | 0.30× | ||
| Q2 25 | 1.14× | 0.31× | ||
| Q1 25 | 1.22× | 0.33× | ||
| Q4 24 | — | 0.35× | ||
| Q3 24 | 1.18× | 0.34× | ||
| Q2 24 | 1.13× | 0.35× |
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 | $42.6M |
| 自由现金流经营现金流 - 资本支出 | — | $66.2K |
| 自由现金流率自由现金流/营收 | — | 0.0% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 12.53× | 0.57× |
| 过去12个月自由现金流最近4个季度 | — | $323.5M |
8季度趋势，按日历期对齐
经营现金流ESSLFUS
| Q1 26 | — | $42.6M | ||
| Q4 25 | $1.1B | $138.7M | ||
| Q3 25 | $342.6M | $146.9M | ||
| Q2 25 | $216.1M | $82.5M | ||
| Q1 25 | $281.5M | $65.8M | ||
| Q4 24 | $1.1B | $160.6M | ||
| Q3 24 | $316.2M | $80.4M | ||
| Q2 24 | $218.9M | $69.4M |
自由现金流ESSLFUS
| Q1 26 | — | $66.2K | ||
| Q4 25 | — | $119.7M | ||
| Q3 25 | — | $131.2M | ||
| Q2 25 | — | $72.6M | ||
| Q1 25 | — | $42.7M | ||
| Q4 24 | — | $134.8M | ||
| Q3 24 | — | $65.0M | ||
| Q2 24 | — | $50.3M |
自由现金流率ESSLFUS
| Q1 26 | — | 0.0% | ||
| Q4 25 | — | 20.2% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | 25.5% | ||
| Q3 24 | — | 11.5% | ||
| Q2 24 | — | 9.0% |
资本支出强度ESSLFUS
| Q1 26 | — | — | ||
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 4.9% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 3.4% |
现金转化率ESSLFUS
| Q1 26 | — | 0.57× | ||
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | 2.11× | ||
| Q2 25 | 0.93× | 1.44× | ||
| Q1 25 | 1.32× | 1.51× | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | 1.39× | ||
| Q2 24 | 2.21× | 1.53× |
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
LFUS
| Electronics | $362.8M | 55% |
| Transportation | $170.4M | 26% |
| Industrial | $123.8M | 19% |
