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Essex Property Trust（ESS）与迈梭电子（MEI）财务数据对比。点击上方公司名可切换其他公司
Essex Property Trust的季度营收约是迈梭电子的1.9倍（$479.6M vs $246.9M），Essex Property Trust净利率更高（17.9% vs -4.0%，领先21.9%），Essex Property Trust同比增速更快（5.5% vs -15.6%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -2.5%）
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。
迈梭电子是一家总部位于美国伊利诺伊州芝加哥的跨国企业，主要业务涵盖工程研发、生产制造与销售服务，目前在全球14个国家设有超过35个运营网点，全球员工总数约6500人。
ESS vs MEI — 直观对比
营收规模更大
ESS
是对方的1.9倍
$246.9M
营收增速更快
ESS
高出21.2%
-15.6%
净利率更高
ESS
高出21.9%
-4.0%
两年增速更快
ESS
近两年复合增速
-2.5%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $246.9M |
| 净利润 | $85.7M | $-9.9M |
| 毛利率 | 70.0% | 19.3% |
| 营业利润率 | 31.7% | 1.2% |
| 净利率 | 17.9% | -4.0% |
| 营收同比 | 5.5% | -15.6% |
| 净利润同比 | -71.6% | -518.8% |
| 每股收益（稀释后） | $1.24 | $-0.28 |
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ESSMEI
| Q4 25 | $479.6M | $246.9M | ||
| Q3 25 | $473.3M | $240.5M | ||
| Q2 25 | $469.8M | $257.1M | ||
| Q1 25 | $464.6M | $239.9M | ||
| Q4 24 | $454.5M | $292.6M | ||
| Q3 24 | $450.7M | $258.5M | ||
| Q2 24 | $442.4M | $277.3M | ||
| Q1 24 | $426.9M | $259.5M |
净利润ESSMEI
| Q4 25 | $85.7M | $-9.9M | ||
| Q3 25 | $172.7M | $-10.3M | ||
| Q2 25 | $231.5M | $-28.3M | ||
| Q1 25 | $212.8M | $-14.4M | ||
| Q4 24 | $301.7M | $-1.6M | ||
| Q3 24 | $125.5M | $-18.3M | ||
| Q2 24 | $99.0M | $-57.3M | ||
| Q1 24 | $285.1M | $-11.6M |
毛利率ESSMEI
| Q4 25 | 70.0% | 19.3% | ||
| Q3 25 | 69.2% | 18.1% | ||
| Q2 25 | 70.7% | 7.6% | ||
| Q1 25 | 69.6% | 17.2% | ||
| Q4 24 | 70.0% | 19.8% | ||
| Q3 24 | 69.5% | 17.3% | ||
| Q2 24 | 70.8% | 12.8% | ||
| Q1 24 | 69.7% | 14.3% |
营业利润率ESSMEI
| Q4 25 | 31.7% | 1.2% | ||
| Q3 25 | 44.5% | 0.5% | ||
| Q2 25 | 59.5% | -9.2% | ||
| Q1 25 | 55.3% | -0.9% | ||
| Q4 24 | 67.0% | 3.2% | ||
| Q3 24 | 28.6% | -2.9% | ||
| Q2 24 | 31.1% | -22.2% | ||
| Q1 24 | 31.0% | -1.2% |
净利率ESSMEI
| Q4 25 | 17.9% | -4.0% | ||
| Q3 25 | 36.5% | -4.3% | ||
| Q2 25 | 49.3% | -11.0% | ||
| Q1 25 | 45.8% | -6.0% | ||
| Q4 24 | 66.4% | -0.5% | ||
| Q3 24 | 27.8% | -7.1% | ||
| Q2 24 | 22.4% | -20.7% | ||
| Q1 24 | 66.8% | -4.5% |
每股收益（稀释后）ESSMEI
| Q4 25 | $1.24 | $-0.28 | ||
| Q3 25 | $2.56 | $-0.29 | ||
| Q2 25 | $3.44 | $-0.79 | ||
| Q1 25 | $3.16 | $-0.41 | ||
| Q4 24 | $4.00 | $-0.05 | ||
| Q3 24 | $1.84 | $-0.52 | ||
| Q2 24 | $1.45 | $-1.62 | ||
| Q1 24 | $4.25 | $-0.33 |
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 | $118.5M |
| 总债务越低越好 | — | $332.5M |
| 股东权益账面价值 | $5.5B | $679.3M |
| 总资产 | $13.2B | $1.3B |
| 负债/权益比越低杠杆越低 | — | 0.49× |
8季度趋势，按日历期对齐
现金及短期投资ESSMEI
| Q4 25 | $76.2M | $118.5M | ||
| Q3 25 | $66.0M | $121.1M | ||
| Q2 25 | $58.7M | $103.6M | ||
| Q1 25 | $98.7M | $103.8M | ||
| Q4 24 | $66.8M | $97.0M | ||
| Q3 24 | $71.3M | $111.3M | ||
| Q2 24 | $55.2M | $161.5M | ||
| Q1 24 | $499.0M | $122.9M |
总债务ESSMEI
| Q4 25 | — | $332.5M | ||
| Q3 25 | $6.4B | $323.4M | ||
| Q2 25 | $6.4B | $317.6M | ||
| Q1 25 | $6.8B | $327.9M | ||
| Q4 24 | — | $340.6M | ||
| Q3 24 | $6.4B | $296.0M | ||
| Q2 24 | $6.2B | $330.9M | ||
| Q1 24 | $6.6B | $331.3M |
股东权益ESSMEI
| Q4 25 | $5.5B | $679.3M | ||
| Q3 25 | $5.6B | $688.1M | ||
| Q2 25 | $5.6B | $693.3M | ||
| Q1 25 | $5.6B | $704.3M | ||
| Q4 24 | $5.5B | $738.3M | ||
| Q3 24 | $5.4B | $744.4M | ||
| Q2 24 | $5.5B | $766.0M | ||
| Q1 24 | $5.5B | $835.0M |
总资产ESSMEI
| Q4 25 | $13.2B | $1.3B | ||
| Q3 25 | $13.2B | $1.3B | ||
| Q2 25 | $13.2B | $1.3B | ||
| Q1 25 | $13.2B | $1.3B | ||
| Q4 24 | $12.9B | $1.4B | ||
| Q3 24 | $12.6B | $1.4B | ||
| Q2 24 | $12.5B | $1.4B | ||
| Q1 24 | $12.9B | $1.5B |
负债/权益比ESSMEI
| Q4 25 | — | 0.49× | ||
| Q3 25 | 1.15× | 0.47× | ||
| Q2 25 | 1.14× | 0.46× | ||
| Q1 25 | 1.22× | 0.47× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | 1.18× | 0.40× | ||
| Q2 24 | 1.13× | 0.43× | ||
| Q1 24 | 1.19× | 0.40× |
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 | $-7.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-11.6M |
| 自由现金流率自由现金流/营收 | — | -4.7% |
| 资本支出强度资本支出/营收 | — | 1.7% |
| 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 | — | $52.3M |
8季度趋势，按日历期对齐
经营现金流ESSMEI
| Q4 25 | $1.1B | $-7.4M | ||
| Q3 25 | $342.6M | $25.1M | ||
| Q2 25 | $216.1M | $35.4M | ||
| Q1 25 | $281.5M | $28.1M | ||
| Q4 24 | $1.1B | $-48.0M | ||
| Q3 24 | $316.2M | $10.9M | ||
| Q2 24 | $218.9M | $24.9M | ||
| Q1 24 | $314.9M | $28.8M |
自由现金流ESSMEI
| Q4 25 | — | $-11.6M | ||
| Q3 25 | — | $18.0M | ||
| Q2 25 | — | $26.3M | ||
| Q1 25 | — | $19.6M | ||
| Q4 24 | — | $-58.4M | ||
| Q3 24 | — | $-2.7M | ||
| Q2 24 | — | $15.8M | ||
| Q1 24 | — | $12.2M |
自由现金流率ESSMEI
| Q4 25 | — | -4.7% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | -20.0% | ||
| Q3 24 | — | -1.0% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | — | 4.7% |
资本支出强度ESSMEI
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | — | 3.3% | ||
| Q1 24 | — | 6.4% |
现金转化率ESSMEI
| 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
