vs
Essex Property Trust（ESS）与Legence Corp.（LGN）财务数据对比。点击上方公司名可切换其他公司
Legence Corp.的季度营收约是Essex Property Trust的1.5倍（$708.0M vs $479.6M），Essex Property Trust净利率更高（17.9% vs -0.1%，领先18.0%），Legence Corp.同比增速更快（26.2% vs 5.5%）
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。
Legence Corp是一家可持续建筑与脱碳解决方案服务商，主要提供能效优化、楼宇自动化系统设计、可再生能源整合及低碳改造服务，客户覆盖商业、工业、公共机构等领域，核心业务布局北美，助力客户降低运营成本、减少碳排放。
ESS vs LGN — 直观对比
营收规模更大
LGN
是对方的1.5倍
$479.6M
营收增速更快
LGN
高出20.7%
5.5%
净利率更高
ESS
高出18.0%
-0.1%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $708.0M |
| 净利润 | $85.7M | $-576.0K |
| 毛利率 | 70.0% | 20.9% |
| 营业利润率 | 31.7% | 5.3% |
| 净利率 | 17.9% | -0.1% |
| 营收同比 | 5.5% | 26.2% |
| 净利润同比 | -71.6% | 46.8% |
| 每股收益（稀释后） | $1.24 | $-0.02 |
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ESSLGN
| Q4 25 | $479.6M | — | ||
| Q3 25 | $473.3M | $708.0M | ||
| Q2 25 | $469.8M | — | ||
| Q1 25 | $464.6M | — | ||
| Q4 24 | $454.5M | — | ||
| Q3 24 | $450.7M | $560.8M | ||
| Q2 24 | $442.4M | — | ||
| Q1 24 | $426.9M | — |
净利润ESSLGN
| Q4 25 | $85.7M | — | ||
| Q3 25 | $172.7M | $-576.0K | ||
| Q2 25 | $231.5M | — | ||
| Q1 25 | $212.8M | — | ||
| Q4 24 | $301.7M | — | ||
| Q3 24 | $125.5M | $-1.1M | ||
| Q2 24 | $99.0M | — | ||
| Q1 24 | $285.1M | — |
毛利率ESSLGN
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | 20.9% | ||
| Q2 25 | 70.7% | — | ||
| Q1 25 | 69.6% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.5% | 21.1% | ||
| Q2 24 | 70.8% | — | ||
| Q1 24 | 69.7% | — |
营业利润率ESSLGN
| Q4 25 | 31.7% | — | ||
| Q3 25 | 44.5% | 5.3% | ||
| Q2 25 | 59.5% | — | ||
| Q1 25 | 55.3% | — | ||
| Q4 24 | 67.0% | — | ||
| Q3 24 | 28.6% | 4.8% | ||
| Q2 24 | 31.1% | — | ||
| Q1 24 | 31.0% | — |
净利率ESSLGN
| Q4 25 | 17.9% | — | ||
| Q3 25 | 36.5% | -0.1% | ||
| Q2 25 | 49.3% | — | ||
| Q1 25 | 45.8% | — | ||
| Q4 24 | 66.4% | — | ||
| Q3 24 | 27.8% | -0.2% | ||
| Q2 24 | 22.4% | — | ||
| Q1 24 | 66.8% | — |
每股收益（稀释后）ESSLGN
| Q4 25 | $1.24 | — | ||
| Q3 25 | $2.56 | $-0.02 | ||
| Q2 25 | $3.44 | — | ||
| Q1 25 | $3.16 | — | ||
| Q4 24 | $4.00 | — | ||
| Q3 24 | $1.84 | — | ||
| Q2 24 | $1.45 | — | ||
| Q1 24 | $4.25 | — |
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 | $176.0M |
| 总债务越低越好 | — | $812.6M |
| 股东权益账面价值 | $5.5B | $387.9M |
| 总资产 | $13.2B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 2.10× |
8季度趋势，按日历期对齐
现金及短期投资ESSLGN
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | $176.0M | ||
| Q2 25 | $58.7M | — | ||
| Q1 25 | $98.7M | — | ||
| Q4 24 | $66.8M | — | ||
| Q3 24 | $71.3M | — | ||
| Q2 24 | $55.2M | — | ||
| Q1 24 | $499.0M | — |
总债务ESSLGN
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | $812.6M | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.6B | — |
股东权益ESSLGN
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.6B | $387.9M | ||
| Q2 25 | $5.6B | — | ||
| Q1 25 | $5.6B | — | ||
| Q4 24 | $5.5B | — | ||
| Q3 24 | $5.4B | — | ||
| Q2 24 | $5.5B | — | ||
| Q1 24 | $5.5B | — |
总资产ESSLGN
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.2B | $2.6B | ||
| Q2 25 | $13.2B | — | ||
| Q1 25 | $13.2B | — | ||
| Q4 24 | $12.9B | — | ||
| Q3 24 | $12.6B | — | ||
| Q2 24 | $12.5B | — | ||
| Q1 24 | $12.9B | — |
负债/权益比ESSLGN
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | 2.10× | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 1.19× | — |
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 | $162.1M |
| 自由现金流经营现金流 - 资本支出 | — | $137.4M |
| 自由现金流率自由现金流/营收 | — | 19.4% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流ESSLGN
| Q4 25 | $1.1B | — | ||
| Q3 25 | $342.6M | $162.1M | ||
| Q2 25 | $216.1M | — | ||
| Q1 25 | $281.5M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $316.2M | — | ||
| Q2 24 | $218.9M | — | ||
| Q1 24 | $314.9M | — |
自由现金流ESSLGN
| Q4 25 | — | — | ||
| Q3 25 | — | $137.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率ESSLGN
| Q4 25 | — | — | ||
| Q3 25 | — | 19.4% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度ESSLGN
| Q4 25 | — | — | ||
| Q3 25 | — | 3.5% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率ESSLGN
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | — | ||
| Q2 24 | 2.21× | — | ||
| Q1 24 | 1.10× | — |
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
LGN
| Installation And Fabrication | $408.7M | 58% |
| Engineering And Design | $110.9M | 16% |
| Program And Project Management | $101.2M | 14% |
| Maintenance And Service | $87.1M | 12% |
