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Essex Property Trust（ESS）与LOUISIANA-PACIFIC CORP（LPX）财务数据对比。点击上方公司名可切换其他公司
LOUISIANA-PACIFIC CORP的季度营收约是Essex Property Trust的1.2倍（$566.0M vs $479.6M），Essex Property Trust净利率更高（17.9% vs -1.4%，领先19.3%），Essex Property Trust同比增速更快（5.5% vs -16.9%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
ESS vs LPX — 直观对比
营收规模更大
LPX
是对方的1.2倍
$479.6M
营收增速更快
ESS
高出22.4%
-16.9%
净利率更高
ESS
高出19.3%
-1.4%
两年增速更快
ESS
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $566.0M |
| 净利润 | $85.7M | $-8.0M |
| 毛利率 | 70.0% | 15.0% |
| 营业利润率 | 31.7% | -1.6% |
| 净利率 | 17.9% | -1.4% |
| 营收同比 | 5.5% | -16.9% |
| 净利润同比 | -71.6% | -112.9% |
| 每股收益（稀释后） | $1.24 | $-0.12 |
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ESSLPX
| Q4 25 | $479.6M | $566.0M | ||
| Q3 25 | $473.3M | $663.0M | ||
| Q2 25 | $469.8M | $755.0M | ||
| Q1 25 | $464.6M | $724.0M | ||
| Q4 24 | $454.5M | $681.0M | ||
| Q3 24 | $450.7M | $722.0M | ||
| Q2 24 | $442.4M | $814.0M | ||
| Q1 24 | $426.9M | $724.0M |
净利润ESSLPX
| Q4 25 | $85.7M | $-8.0M | ||
| Q3 25 | $172.7M | $9.0M | ||
| Q2 25 | $231.5M | $54.0M | ||
| Q1 25 | $212.8M | $91.0M | ||
| Q4 24 | $301.7M | $62.0M | ||
| Q3 24 | $125.5M | $90.0M | ||
| Q2 24 | $99.0M | $160.0M | ||
| Q1 24 | $285.1M | $108.0M |
毛利率ESSLPX
| Q4 25 | 70.0% | 15.0% | ||
| Q3 25 | 69.2% | 19.5% | ||
| Q2 25 | 70.7% | 23.6% | ||
| Q1 25 | 69.6% | 27.2% | ||
| Q4 24 | 70.0% | 23.8% | ||
| Q3 24 | 69.5% | 26.7% | ||
| Q2 24 | 70.8% | 32.3% | ||
| Q1 24 | 69.7% | 29.6% |
营业利润率ESSLPX
| Q4 25 | 31.7% | -1.6% | ||
| Q3 25 | 44.5% | 2.7% | ||
| Q2 25 | 59.5% | 10.6% | ||
| Q1 25 | 55.3% | 16.6% | ||
| Q4 24 | 67.0% | 11.0% | ||
| Q3 24 | 28.6% | 16.1% | ||
| Q2 24 | 31.1% | 23.8% | ||
| Q1 24 | 31.0% | 20.0% |
净利率ESSLPX
| Q4 25 | 17.9% | -1.4% | ||
| Q3 25 | 36.5% | 1.4% | ||
| Q2 25 | 49.3% | 7.2% | ||
| Q1 25 | 45.8% | 12.6% | ||
| Q4 24 | 66.4% | 9.1% | ||
| Q3 24 | 27.8% | 12.5% | ||
| Q2 24 | 22.4% | 19.7% | ||
| Q1 24 | 66.8% | 14.9% |
每股收益（稀释后）ESSLPX
| Q4 25 | $1.24 | $-0.12 | ||
| Q3 25 | $2.56 | $0.13 | ||
| Q2 25 | $3.44 | $0.77 | ||
| Q1 25 | $3.16 | $1.30 | ||
| Q4 24 | $4.00 | $0.90 | ||
| Q3 24 | $1.84 | $1.28 | ||
| Q2 24 | $1.45 | $2.23 | ||
| Q1 24 | $4.25 | $1.48 |
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 | $292.0M |
| 总债务越低越好 | — | $348.0M |
| 股东权益账面价值 | $5.5B | $1.7B |
| 总资产 | $13.2B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资ESSLPX
| Q4 25 | $76.2M | $292.0M | ||
| Q3 25 | $66.0M | $316.0M | ||
| Q2 25 | $58.7M | $333.0M | ||
| Q1 25 | $98.7M | $256.0M | ||
| Q4 24 | $66.8M | $340.0M | ||
| Q3 24 | $71.3M | $346.0M | ||
| Q2 24 | $55.2M | $317.0M | ||
| Q1 24 | $499.0M | $244.0M |
总债务ESSLPX
| Q4 25 | — | $348.0M | ||
| Q3 25 | $6.4B | $348.0M | ||
| Q2 25 | $6.4B | $348.0M | ||
| Q1 25 | $6.8B | $348.0M | ||
| Q4 24 | — | $348.0M | ||
| Q3 24 | $6.4B | $347.0M | ||
| Q2 24 | $6.2B | $347.0M | ||
| Q1 24 | $6.6B | $347.0M |
股东权益ESSLPX
| Q4 25 | $5.5B | $1.7B | ||
| Q3 25 | $5.6B | $1.7B | ||
| Q2 25 | $5.6B | $1.7B | ||
| Q1 25 | $5.6B | $1.7B | ||
| Q4 24 | $5.5B | $1.7B | ||
| Q3 24 | $5.4B | $1.7B | ||
| Q2 24 | $5.5B | $1.7B | ||
| Q1 24 | $5.5B | $1.6B |
总资产ESSLPX
| Q4 25 | $13.2B | $2.6B | ||
| Q3 25 | $13.2B | $2.6B | ||
| Q2 25 | $13.2B | $2.7B | ||
| Q1 25 | $13.2B | $2.6B | ||
| Q4 24 | $12.9B | $2.6B | ||
| Q3 24 | $12.6B | $2.6B | ||
| Q2 24 | $12.5B | $2.5B | ||
| Q1 24 | $12.9B | $2.5B |
负债/权益比ESSLPX
| Q4 25 | — | 0.20× | ||
| Q3 25 | 1.15× | 0.20× | ||
| Q2 25 | 1.14× | 0.20× | ||
| Q1 25 | 1.22× | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | 1.18× | 0.21× | ||
| Q2 24 | 1.13× | 0.21× | ||
| Q1 24 | 1.19× | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.0M |
| 自由现金流率自由现金流/营收 | — | -1.4% |
| 资本支出强度资本支出/营收 | — | 13.3% |
| 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 | — | $91.0M |
8季度趋势，按日历期对齐
经营现金流ESSLPX
| Q4 25 | $1.1B | $67.0M | ||
| Q3 25 | $342.6M | $89.0M | ||
| Q2 25 | $216.1M | $162.0M | ||
| Q1 25 | $281.5M | $64.0M | ||
| Q4 24 | $1.1B | $105.0M | ||
| Q3 24 | $316.2M | $183.0M | ||
| Q2 24 | $218.9M | $212.0M | ||
| Q1 24 | $314.9M | $105.0M |
自由现金流ESSLPX
| Q4 25 | — | $-8.0M | ||
| Q3 25 | — | $5.0M | ||
| Q2 25 | — | $94.0M | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $43.0M | ||
| Q3 24 | — | $139.0M | ||
| Q2 24 | — | $176.0M | ||
| Q1 24 | — | $64.0M |
自由现金流率ESSLPX
| Q4 25 | — | -1.4% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 12.5% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 21.6% | ||
| Q1 24 | — | 8.8% |
资本支出强度ESSLPX
| Q4 25 | — | 13.3% | ||
| Q3 25 | — | 12.7% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 4.4% | ||
| Q1 24 | — | 5.7% |
现金转化率ESSLPX
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | 9.89× | ||
| Q2 25 | 0.93× | 3.00× | ||
| Q1 25 | 1.32× | 0.70× | ||
| Q4 24 | 3.54× | 1.69× | ||
| Q3 24 | 2.52× | 2.03× | ||
| Q2 24 | 2.21× | 1.32× | ||
| 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
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
