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Essex Property Trust（ESS）与Stride, Inc.（LRN）财务数据对比。点击上方公司名可切换其他公司
Stride, Inc.的季度营收约是Essex Property Trust的1.3倍（$629.9M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 14.1%，领先3.8%），Essex Property Trust同比增速更快（5.5% vs 2.7%），过去两年Stride, Inc.的营收复合增速更高（6.9% 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。
Stride, Inc.是一家营利性教育机构，主营在线及混合式教育项目。作为教育管理机构，其为K12阶段公立学校学生提供替代传统线下教学的在线教育方案，同时也开设职业学习课程。截至2012年，这家上市企业是全球招生规模最大的教育管理机构。
ESS vs LRN — 直观对比
营收规模更大
LRN
是对方的1.3倍
$479.6M
营收增速更快
ESS
高出2.8%
2.7%
净利率更高
ESS
高出3.8%
14.1%
两年增速更快
LRN
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $629.9M |
| 净利润 | $85.7M | $88.5M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 20.5% |
| 净利率 | 17.9% | 14.1% |
| 营收同比 | 5.5% | 2.7% |
| 净利润同比 | -71.6% | 8.5% |
| 每股收益（稀释后） | $1.24 | $1.93 |
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ESSLRN
| Q3 26 | — | $629.9M | ||
| Q4 25 | $479.6M | $631.3M | ||
| Q3 25 | $473.3M | $620.9M | ||
| Q2 25 | $469.8M | $653.6M | ||
| Q1 25 | $464.6M | $613.4M | ||
| Q4 24 | $454.5M | $587.2M | ||
| Q3 24 | $450.7M | $551.1M | ||
| Q2 24 | $442.4M | — |
净利润ESSLRN
| Q3 26 | — | $88.5M | ||
| Q4 25 | $85.7M | $99.5M | ||
| Q3 25 | $172.7M | $68.8M | ||
| Q2 25 | $231.5M | $51.3M | ||
| Q1 25 | $212.8M | $99.3M | ||
| Q4 24 | $301.7M | $96.4M | ||
| Q3 24 | $125.5M | $40.9M | ||
| Q2 24 | $99.0M | — |
毛利率ESSLRN
| Q3 26 | — | — | ||
| Q4 25 | 70.0% | 41.1% | ||
| Q3 25 | 69.2% | 39.0% | ||
| Q2 25 | 70.7% | 36.6% | ||
| Q1 25 | 69.6% | 40.6% | ||
| Q4 24 | 70.0% | 40.8% | ||
| Q3 24 | 69.5% | 39.2% | ||
| Q2 24 | 70.8% | — |
营业利润率ESSLRN
| Q3 26 | — | 20.5% | ||
| Q4 25 | 31.7% | 23.3% | ||
| Q3 25 | 44.5% | 11.1% | ||
| Q2 25 | 59.5% | 8.7% | ||
| Q1 25 | 55.3% | 21.3% | ||
| Q4 24 | 67.0% | 21.3% | ||
| Q3 24 | 28.6% | 8.6% | ||
| Q2 24 | 31.1% | — |
净利率ESSLRN
| Q3 26 | — | 14.1% | ||
| Q4 25 | 17.9% | 15.8% | ||
| Q3 25 | 36.5% | 11.1% | ||
| Q2 25 | 49.3% | 7.9% | ||
| Q1 25 | 45.8% | 16.2% | ||
| Q4 24 | 66.4% | 16.4% | ||
| Q3 24 | 27.8% | 7.4% | ||
| Q2 24 | 22.4% | — |
每股收益（稀释后）ESSLRN
| Q3 26 | — | $1.93 | ||
| Q4 25 | $1.24 | $2.12 | ||
| Q3 25 | $2.56 | $1.40 | ||
| Q2 25 | $3.44 | $0.96 | ||
| Q1 25 | $3.16 | $2.02 | ||
| Q4 24 | $4.00 | $2.03 | ||
| Q3 24 | $1.84 | $0.94 | ||
| Q2 24 | $1.45 | — |
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 | $614.0M |
| 总债务越低越好 | — | $417.6M |
| 股东权益账面价值 | $5.5B | $1.6B |
| 总资产 | $13.2B | $2.4B |
| 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ESSLRN
| Q3 26 | — | $614.0M | ||
| Q4 25 | $76.2M | $625.7M | ||
| Q3 25 | $66.0M | $715.1M | ||
| Q2 25 | $58.7M | $985.3M | ||
| Q1 25 | $98.7M | $723.7M | ||
| Q4 24 | $66.8M | $717.5M | ||
| Q3 24 | $71.3M | $522.2M | ||
| Q2 24 | $55.2M | — |
总债务ESSLRN
| Q3 26 | — | $417.6M | ||
| Q4 25 | — | $417.2M | ||
| Q3 25 | $6.4B | $416.8M | ||
| Q2 25 | $6.4B | $416.3M | ||
| Q1 25 | $6.8B | $415.9M | ||
| Q4 24 | — | $415.5M | ||
| Q3 24 | $6.4B | $415.1M | ||
| Q2 24 | $6.2B | — |
股东权益ESSLRN
| Q3 26 | — | $1.6B | ||
| Q4 25 | $5.5B | $1.5B | ||
| Q3 25 | $5.6B | $1.5B | ||
| Q2 25 | $5.6B | $1.5B | ||
| Q1 25 | $5.6B | $1.4B | ||
| Q4 24 | $5.5B | $1.3B | ||
| Q3 24 | $5.4B | $1.2B | ||
| Q2 24 | $5.5B | — |
总资产ESSLRN
| Q3 26 | — | $2.4B | ||
| Q4 25 | $13.2B | $2.3B | ||
| Q3 25 | $13.2B | $2.3B | ||
| Q2 25 | $13.2B | $2.3B | ||
| Q1 25 | $13.2B | $2.2B | ||
| Q4 24 | $12.9B | $2.1B | ||
| Q3 24 | $12.6B | $2.0B | ||
| Q2 24 | $12.5B | — |
负债/权益比ESSLRN
| Q3 26 | — | 0.25× | ||
| Q4 25 | — | 0.27× | ||
| Q3 25 | 1.15× | 0.27× | ||
| Q2 25 | 1.14× | 0.28× | ||
| Q1 25 | 1.22× | 0.29× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 1.18× | 0.34× | ||
| Q2 24 | 1.13× | — |
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 | $117.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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× | 1.32× |
| 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ESSLRN
| Q3 26 | — | $117.0M | ||
| Q4 25 | $1.1B | $91.8M | ||
| Q3 25 | $342.6M | $-195.8M | ||
| Q2 25 | $216.1M | $298.3M | ||
| Q1 25 | $281.5M | $53.1M | ||
| Q4 24 | $1.1B | $223.4M | ||
| Q3 24 | $316.2M | $-142.0M | ||
| Q2 24 | $218.9M | — |
自由现金流ESSLRN
| Q3 26 | — | — | ||
| Q4 25 | — | $91.6M | ||
| Q3 25 | — | $-196.1M | ||
| Q2 25 | — | $297.9M | ||
| Q1 25 | — | $52.9M | ||
| Q4 24 | — | $222.9M | ||
| Q3 24 | — | $-142.7M | ||
| Q2 24 | — | — |
自由现金流率ESSLRN
| Q3 26 | — | — | ||
| Q4 25 | — | 14.5% | ||
| Q3 25 | — | -31.6% | ||
| Q2 25 | — | 45.6% | ||
| Q1 25 | — | 8.6% | ||
| Q4 24 | — | 38.0% | ||
| Q3 24 | — | -25.9% | ||
| Q2 24 | — | — |
资本支出强度ESSLRN
| Q3 26 | — | — | ||
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | — |
现金转化率ESSLRN
| Q3 26 | — | 1.32× | ||
| Q4 25 | 12.53× | 0.92× | ||
| Q3 25 | 1.98× | -2.85× | ||
| Q2 25 | 0.93× | 5.81× | ||
| Q1 25 | 1.32× | 0.53× | ||
| Q4 24 | 3.54× | 2.32× | ||
| Q3 24 | 2.52× | -3.47× | ||
| Q2 24 | 2.21× | — |
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
LRN
| General Education | $357.5M | 57% |
| Middle - High School | $259.5M | 41% |
| Adult | $12.9M | 2% |
