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Essex Property Trust（ESS）与Lantheus Holdings, Inc.（LNTH）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Lantheus Holdings, Inc.的1.2倍（$479.6M vs $406.8M），Essex Property Trust净利率更高（17.9% vs 13.3%，领先4.6%），Essex Property Trust同比增速更快（5.5% vs 4.0%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 4.9%）
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。
Lantheus Holdings是一家全球性医疗保健企业，专注于研发、生产及商业化创新诊断显像剂与相关解决方案，产品覆盖肿瘤学、心脏病学、泌尿学等核心医疗领域，主要市场遍及北美及全球其他重点地区。
ESS vs LNTH — 直观对比
营收规模更大
ESS
是对方的1.2倍
$406.8M
营收增速更快
ESS
高出1.5%
4.0%
净利率更高
ESS
高出4.6%
13.3%
两年增速更快
ESS
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $406.8M |
| 净利润 | $85.7M | $54.1M |
| 毛利率 | 70.0% | 59.2% |
| 营业利润率 | 31.7% | 19.0% |
| 净利率 | 17.9% | 13.3% |
| 营收同比 | 5.5% | 4.0% |
| 净利润同比 | -71.6% | 558.8% |
| 每股收益（稀释后） | $1.24 | $0.86 |
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ESSLNTH
| Q4 25 | $479.6M | $406.8M | ||
| Q3 25 | $473.3M | $384.0M | ||
| Q2 25 | $469.8M | $378.0M | ||
| Q1 25 | $464.6M | $372.8M | ||
| Q4 24 | $454.5M | $391.1M | ||
| Q3 24 | $450.7M | $378.7M | ||
| Q2 24 | $442.4M | $394.1M | ||
| Q1 24 | $426.9M | $370.0M |
净利润ESSLNTH
| Q4 25 | $85.7M | $54.1M | ||
| Q3 25 | $172.7M | $27.8M | ||
| Q2 25 | $231.5M | $78.8M | ||
| Q1 25 | $212.8M | $72.9M | ||
| Q4 24 | $301.7M | $-11.8M | ||
| Q3 24 | $125.5M | $131.1M | ||
| Q2 24 | $99.0M | $62.1M | ||
| Q1 24 | $285.1M | $131.1M |
毛利率ESSLNTH
| Q4 25 | 70.0% | 59.2% | ||
| Q3 25 | 69.2% | 57.9% | ||
| Q2 25 | 70.7% | 63.8% | ||
| Q1 25 | 69.6% | 63.8% | ||
| Q4 24 | 70.0% | 63.5% | ||
| Q3 24 | 69.5% | 63.9% | ||
| Q2 24 | 70.8% | 64.9% | ||
| Q1 24 | 69.7% | 65.4% |
营业利润率ESSLNTH
| Q4 25 | 31.7% | 19.0% | ||
| Q3 25 | 44.5% | 11.4% | ||
| Q2 25 | 59.5% | 23.3% | ||
| Q1 25 | 55.3% | 27.4% | ||
| Q4 24 | 67.0% | 29.1% | ||
| Q3 24 | 28.6% | 35.3% | ||
| Q2 24 | 31.1% | 26.1% | ||
| Q1 24 | 31.0% | 28.8% |
净利率ESSLNTH
| Q4 25 | 17.9% | 13.3% | ||
| Q3 25 | 36.5% | 7.2% | ||
| Q2 25 | 49.3% | 20.8% | ||
| Q1 25 | 45.8% | 19.6% | ||
| Q4 24 | 66.4% | -3.0% | ||
| Q3 24 | 27.8% | 34.6% | ||
| Q2 24 | 22.4% | 15.8% | ||
| Q1 24 | 66.8% | 35.4% |
每股收益（稀释后）ESSLNTH
| Q4 25 | $1.24 | $0.86 | ||
| Q3 25 | $2.56 | $0.41 | ||
| Q2 25 | $3.44 | $1.12 | ||
| Q1 25 | $3.16 | $1.02 | ||
| Q4 24 | $4.00 | $-0.18 | ||
| Q3 24 | $1.84 | $1.79 | ||
| Q2 24 | $1.45 | $0.88 | ||
| Q1 24 | $4.25 | $1.87 |
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 | $359.1M |
| 总债务越低越好 | — | $568.7M |
| 股东权益账面价值 | $5.5B | $1.1B |
| 总资产 | $13.2B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资ESSLNTH
| Q4 25 | $76.2M | $359.1M | ||
| Q3 25 | $66.0M | $382.0M | ||
| Q2 25 | $58.7M | $695.6M | ||
| Q1 25 | $98.7M | $938.5M | ||
| Q4 24 | $66.8M | $912.8M | ||
| Q3 24 | $71.3M | $866.4M | ||
| Q2 24 | $55.2M | $757.0M | ||
| Q1 24 | $499.0M | $718.3M |
总债务ESSLNTH
| Q4 25 | — | $568.7M | ||
| Q3 25 | $6.4B | $567.9M | ||
| Q2 25 | $6.4B | $566.8M | ||
| Q1 25 | $6.8B | $566.1M | ||
| Q4 24 | — | $565.3M | ||
| Q3 24 | $6.4B | $613.0K | ||
| Q2 24 | $6.2B | $563.2M | ||
| Q1 24 | $6.6B | $562.5M |
股东权益ESSLNTH
| Q4 25 | $5.5B | $1.1B | ||
| Q3 25 | $5.6B | $1.1B | ||
| Q2 25 | $5.6B | $1.2B | ||
| Q1 25 | $5.6B | $1.2B | ||
| Q4 24 | $5.5B | $1.1B | ||
| Q3 24 | $5.4B | $1.2B | ||
| Q2 24 | $5.5B | $1.0B | ||
| Q1 24 | $5.5B | $945.5M |
总资产ESSLNTH
| Q4 25 | $13.2B | $2.2B | ||
| Q3 25 | $13.2B | $2.3B | ||
| Q2 25 | $13.2B | $2.1B | ||
| Q1 25 | $13.2B | $2.1B | ||
| Q4 24 | $12.9B | $2.0B | ||
| Q3 24 | $12.6B | $2.0B | ||
| Q2 24 | $12.5B | $1.9B | ||
| Q1 24 | $12.9B | $1.8B |
负债/权益比ESSLNTH
| Q4 25 | — | 0.52× | ||
| Q3 25 | 1.15× | 0.51× | ||
| Q2 25 | 1.14× | 0.49× | ||
| Q1 25 | 1.22× | 0.49× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | 1.18× | 0.00× | ||
| Q2 24 | 1.13× | 0.55× | ||
| Q1 24 | 1.19× | 0.59× |
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 | $90.2M |
| 自由现金流经营现金流 - 资本支出 | — | $81.4M |
| 自由现金流率自由现金流/营收 | — | 20.0% |
| 资本支出强度资本支出/营收 | — | 2.2% |
| 现金转化率经营现金流/净利润 | 12.53× | 1.67× |
| 过去12个月自由现金流最近4个季度 | — | $354.1M |
8季度趋势，按日历期对齐
经营现金流ESSLNTH
| Q4 25 | $1.1B | $90.2M | ||
| Q3 25 | $342.6M | $105.3M | ||
| Q2 25 | $216.1M | $87.1M | ||
| Q1 25 | $281.5M | $107.6M | ||
| Q4 24 | $1.1B | $157.7M | ||
| Q3 24 | $316.2M | $175.1M | ||
| Q2 24 | $218.9M | $84.7M | ||
| Q1 24 | $314.9M | $127.2M |
自由现金流ESSLNTH
| Q4 25 | — | $81.4M | ||
| Q3 25 | — | $94.7M | ||
| Q2 25 | — | $79.1M | ||
| Q1 25 | — | $98.8M | ||
| Q4 24 | — | $141.4M | ||
| Q3 24 | — | $159.3M | ||
| Q2 24 | — | $73.5M | ||
| Q1 24 | — | $119.0M |
自由现金流率ESSLNTH
| Q4 25 | — | 20.0% | ||
| Q3 25 | — | 24.7% | ||
| Q2 25 | — | 20.9% | ||
| Q1 25 | — | 26.5% | ||
| Q4 24 | — | 36.1% | ||
| Q3 24 | — | 42.0% | ||
| Q2 24 | — | 18.7% | ||
| Q1 24 | — | 32.2% |
资本支出强度ESSLNTH
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | — | 4.2% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | 2.2% |
现金转化率ESSLNTH
| Q4 25 | 12.53× | 1.67× | ||
| Q3 25 | 1.98× | 3.79× | ||
| Q2 25 | 0.93× | 1.11× | ||
| Q1 25 | 1.32× | 1.47× | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | 1.34× | ||
| Q2 24 | 2.21× | 1.36× | ||
| Q1 24 | 1.10× | 0.97× |
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
LNTH
| Radiopharmaceutical Oncology | $240.2M | 59% |
| Definity | $85.3M | 21% |
| Strategic Partnerships And Other | $23.3M | 6% |
| Techne Lite | $21.0M | 5% |
| Licenseand Royalty Revenues | $17.4M | 4% |
| Other | $13.6M | 3% |
| Other Precision Diagnostics | $5.9M | 1% |
