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Essex Property Trust（ESS）与迈心诺（MASI）财务数据对比。点击上方公司名可切换其他公司
Essex Property Trust的季度营收约是迈心诺的1.3倍（$479.6M vs $371.5M），Essex Property Trust净利率更高（17.9% vs -27.0%，领先44.9%），Essex Property Trust同比增速更快（5.5% vs -26.4%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -17.7%）
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。
迈心诺（Masimo Corporation）是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业，核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台，同时也布局了消费级音频和可穿戴设备赛道。
ESS vs MASI — 直观对比
营收规模更大
ESS
是对方的1.3倍
$371.5M
营收增速更快
ESS
高出31.9%
-26.4%
净利率更高
ESS
高出44.9%
-27.0%
两年增速更快
ESS
近两年复合增速
-17.7%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $371.5M |
| 净利润 | $85.7M | $-100.4M |
| 毛利率 | 70.0% | 62.1% |
| 营业利润率 | 31.7% | 22.5% |
| 净利率 | 17.9% | -27.0% |
| 营收同比 | 5.5% | -26.4% |
| 净利润同比 | -71.6% | -1124.5% |
| 每股收益（稀释后） | $1.24 | $-1.84 |
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ESSMASI
| Q4 25 | $479.6M | — | ||
| Q3 25 | $473.3M | $371.5M | ||
| Q2 25 | $469.8M | $370.9M | ||
| Q1 25 | $464.6M | $372.0M | ||
| Q4 24 | $454.5M | $600.7M | ||
| Q3 24 | $450.7M | $504.6M | ||
| Q2 24 | $442.4M | $496.3M | ||
| Q1 24 | $426.9M | $492.8M |
净利润ESSMASI
| Q4 25 | $85.7M | — | ||
| Q3 25 | $172.7M | $-100.4M | ||
| Q2 25 | $231.5M | $51.3M | ||
| Q1 25 | $212.8M | $-170.7M | ||
| Q4 24 | $301.7M | $-349.6M | ||
| Q3 24 | $125.5M | $9.8M | ||
| Q2 24 | $99.0M | $16.0M | ||
| Q1 24 | $285.1M | $18.9M |
毛利率ESSMASI
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | 62.1% | ||
| Q2 25 | 70.7% | 62.9% | ||
| Q1 25 | 69.6% | 62.9% | ||
| Q4 24 | 70.0% | 40.7% | ||
| Q3 24 | 69.5% | 52.2% | ||
| Q2 24 | 70.8% | 51.3% | ||
| Q1 24 | 69.7% | 49.0% |
营业利润率ESSMASI
| Q4 25 | 31.7% | — | ||
| Q3 25 | 44.5% | 22.5% | ||
| Q2 25 | 59.5% | 17.4% | ||
| Q1 25 | 55.3% | 21.0% | ||
| Q4 24 | 67.0% | -59.8% | ||
| Q3 24 | 28.6% | 6.0% | ||
| Q2 24 | 31.1% | 5.7% | ||
| Q1 24 | 31.0% | 6.9% |
净利率ESSMASI
| Q4 25 | 17.9% | — | ||
| Q3 25 | 36.5% | -27.0% | ||
| Q2 25 | 49.3% | 13.8% | ||
| Q1 25 | 45.8% | -45.9% | ||
| Q4 24 | 66.4% | -58.2% | ||
| Q3 24 | 27.8% | 1.9% | ||
| Q2 24 | 22.4% | 3.2% | ||
| Q1 24 | 66.8% | 3.8% |
每股收益（稀释后）ESSMASI
| Q4 25 | $1.24 | — | ||
| Q3 25 | $2.56 | $-1.84 | ||
| Q2 25 | $3.44 | $0.94 | ||
| Q1 25 | $3.16 | $-3.12 | ||
| Q4 24 | $4.00 | $-6.54 | ||
| Q3 24 | $1.84 | $0.18 | ||
| Q2 24 | $1.45 | $0.29 | ||
| Q1 24 | $4.25 | $0.35 |
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 | $312.3M |
| 总债务越低越好 | — | $559.1M |
| 股东权益账面价值 | $5.5B | $810.0M |
| 总资产 | $13.2B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资ESSMASI
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | $312.3M | ||
| Q2 25 | $58.7M | $149.6M | ||
| Q1 25 | $98.7M | $130.8M | ||
| Q4 24 | $66.8M | $177.6M | ||
| Q3 24 | $71.3M | $158.5M | ||
| Q2 24 | $55.2M | $129.6M | ||
| Q1 24 | $499.0M | $157.6M |
总债务ESSMASI
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | $559.1M | ||
| Q2 25 | $6.4B | $613.7M | ||
| Q1 25 | $6.8B | $651.0M | ||
| Q4 24 | — | $765.2M | ||
| Q3 24 | $6.4B | $772.6M | ||
| Q2 24 | $6.2B | $781.6M | ||
| Q1 24 | $6.6B | $876.0M |
股东权益ESSMASI
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.6B | $810.0M | ||
| Q2 25 | $5.6B | $1.0B | ||
| Q1 25 | $5.6B | $946.4M | ||
| Q4 24 | $5.5B | $1.1B | ||
| Q3 24 | $5.4B | $1.5B | ||
| Q2 24 | $5.5B | $1.4B | ||
| Q1 24 | $5.5B | $1.4B |
总资产ESSMASI
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.2B | $1.8B | ||
| Q2 25 | $13.2B | $2.4B | ||
| Q1 25 | $13.2B | $2.3B | ||
| Q4 24 | $12.9B | $2.6B | ||
| Q3 24 | $12.6B | $3.1B | ||
| Q2 24 | $12.5B | $2.9B | ||
| Q1 24 | $12.9B | $3.0B |
负债/权益比ESSMASI
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | 0.69× | ||
| Q2 25 | 1.14× | 0.59× | ||
| Q1 25 | 1.22× | 0.69× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | 1.18× | 0.53× | ||
| Q2 24 | 1.13× | 0.57× | ||
| Q1 24 | 1.19× | 0.64× |
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 | $56.8M |
| 自由现金流经营现金流 - 资本支出 | — | $50.9M |
| 自由现金流率自由现金流/营收 | — | 13.7% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 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 | — | $191.0M |
8季度趋势，按日历期对齐
经营现金流ESSMASI
| Q4 25 | $1.1B | — | ||
| Q3 25 | $342.6M | $56.8M | ||
| Q2 25 | $216.1M | $69.4M | ||
| Q1 25 | $281.5M | $31.1M | ||
| Q4 24 | $1.1B | $50.5M | ||
| Q3 24 | $316.2M | $25.6M | ||
| Q2 24 | $218.9M | $74.5M | ||
| Q1 24 | $314.9M | $45.8M |
自由现金流ESSMASI
| Q4 25 | — | — | ||
| Q3 25 | — | $50.9M | ||
| Q2 25 | — | $65.6M | ||
| Q1 25 | — | $28.5M | ||
| Q4 24 | — | $46.0M | ||
| Q3 24 | — | $16.9M | ||
| Q2 24 | — | $66.9M | ||
| Q1 24 | — | $37.6M |
自由现金流率ESSMASI
| Q4 25 | — | — | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | — | 17.7% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | 7.7% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 13.5% | ||
| Q1 24 | — | 7.6% |
资本支出强度ESSMASI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | 1.7% |
现金转化率ESSMASI
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | 1.35× | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | 2.61× | ||
| Q2 24 | 2.21× | 4.66× | ||
| Q1 24 | 1.10× | 2.42× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
