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Essex Property Trust(ESS)与Mirion Technologies, Inc.(MIR)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Mirion Technologies, Inc.的1.9倍($479.6M vs $257.6M),Mirion Technologies, Inc.同比增速更快(27.5% vs 5.5%),过去两年Mirion Technologies, Inc.的营收复合增速更高(11.5% 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。
Mirion Technologies是全球领先的辐射检测、监测与安全解决方案提供商,核心产品涵盖个人剂量测量系统、辐射成像设备及辐射风险管理软件,服务核电、医疗、国防、工业等多个核心领域,客户遍布北美、欧洲及亚太地区。
ESS vs MIR — 直观对比
营收规模更大
ESS
是对方的1.9倍
$257.6M
营收增速更快
MIR
高出22.0%
5.5%
两年增速更快
MIR
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $479.6M | $257.6M |
| 净利润 | $85.7M | — |
| 毛利率 | 70.0% | 46.2% |
| 营业利润率 | 31.7% | 1.4% |
| 净利率 | 17.9% | — |
| 营收同比 | 5.5% | 27.5% |
| 净利润同比 | -71.6% | — |
| 每股收益(稀释后) | $1.24 | $-0.01 |
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
ESS
MIR
| Q1 26 | — | $257.6M | ||
| Q4 25 | $479.6M | $277.4M | ||
| Q3 25 | $473.3M | $223.1M | ||
| Q2 25 | $469.8M | $222.9M | ||
| Q1 25 | $464.6M | $202.0M | ||
| Q4 24 | $454.5M | $254.3M | ||
| Q3 24 | $450.7M | $206.8M | ||
| Q2 24 | $442.4M | $207.1M |
净利润
ESS
MIR
| Q1 26 | — | — | ||
| Q4 25 | $85.7M | $17.3M | ||
| Q3 25 | $172.7M | $2.9M | ||
| Q2 25 | $231.5M | $8.3M | ||
| Q1 25 | $212.8M | $300.0K | ||
| Q4 24 | $301.7M | $15.0M | ||
| Q3 24 | $125.5M | $-13.6M | ||
| Q2 24 | $99.0M | $-11.7M |
毛利率
ESS
MIR
| Q1 26 | — | 46.2% | ||
| Q4 25 | 70.0% | 48.8% | ||
| Q3 25 | 69.2% | 46.8% | ||
| Q2 25 | 70.7% | 46.0% | ||
| Q1 25 | 69.6% | 47.6% | ||
| Q4 24 | 70.0% | 48.1% | ||
| Q3 24 | 69.5% | 44.9% | ||
| Q2 24 | 70.8% | 47.0% |
营业利润率
ESS
MIR
| Q1 26 | — | 1.4% | ||
| Q4 25 | 31.7% | 9.2% | ||
| Q3 25 | 44.5% | 3.3% | ||
| Q2 25 | 59.5% | 4.4% | ||
| Q1 25 | 55.3% | 4.3% | ||
| Q4 24 | 67.0% | 11.4% | ||
| Q3 24 | 28.6% | -0.8% | ||
| Q2 24 | 31.1% | 1.1% |
净利率
ESS
MIR
| Q1 26 | — | — | ||
| Q4 25 | 17.9% | 6.2% | ||
| Q3 25 | 36.5% | 1.3% | ||
| Q2 25 | 49.3% | 3.7% | ||
| Q1 25 | 45.8% | 0.1% | ||
| Q4 24 | 66.4% | 5.9% | ||
| Q3 24 | 27.8% | -6.6% | ||
| Q2 24 | 22.4% | -5.6% |
每股收益(稀释后)
ESS
MIR
| Q1 26 | — | $-0.01 | ||
| Q4 25 | $1.24 | $0.07 | ||
| Q3 25 | $2.56 | $0.01 | ||
| Q2 25 | $3.44 | $0.03 | ||
| Q1 25 | $3.16 | $0.00 | ||
| Q4 24 | $4.00 | $0.08 | ||
| Q3 24 | $1.84 | $-0.07 | ||
| Q2 24 | $1.45 | $-0.06 |
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 | $397.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $1.9B |
| 总资产 | $13.2B | $3.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
ESS
MIR
| Q1 26 | — | $397.9M | ||
| Q4 25 | $76.2M | $412.3M | ||
| Q3 25 | $66.0M | $933.2M | ||
| Q2 25 | $58.7M | $262.6M | ||
| Q1 25 | $98.7M | $185.8M | ||
| Q4 24 | $66.8M | $175.2M | ||
| Q3 24 | $71.3M | $133.3M | ||
| Q2 24 | $55.2M | $122.2M |
总债务
ESS
MIR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | $444.8M | ||
| Q2 25 | $6.4B | $444.9M | ||
| Q1 25 | $6.8B | $686.6M | ||
| Q4 24 | — | $686.4M | ||
| Q3 24 | $6.4B | $685.1M | ||
| Q2 24 | $6.2B | $684.1M |
股东权益
ESS
MIR
| Q1 26 | — | $1.9B | ||
| Q4 25 | $5.5B | $1.9B | ||
| Q3 25 | $5.6B | $1.8B | ||
| Q2 25 | $5.6B | $1.5B | ||
| Q1 25 | $5.6B | $1.5B | ||
| Q4 24 | $5.5B | $1.5B | ||
| Q3 24 | $5.4B | $1.5B | ||
| Q2 24 | $5.5B | $1.5B |
总资产
ESS
MIR
| Q1 26 | — | $3.5B | ||
| Q4 25 | $13.2B | $3.6B | ||
| Q3 25 | $13.2B | $3.5B | ||
| Q2 25 | $13.2B | $2.7B | ||
| Q1 25 | $13.2B | $2.6B | ||
| Q4 24 | $12.9B | $2.6B | ||
| Q3 24 | $12.6B | $2.7B | ||
| Q2 24 | $12.5B | $2.6B |
负债/权益比
ESS
MIR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | 0.24× | ||
| Q2 25 | 1.14× | 0.30× | ||
| Q1 25 | 1.22× | 0.46× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | 1.18× | 0.45× | ||
| Q2 24 | 1.13× | 0.45× |
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 | $18.9M |
| 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× | — |
| 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
ESS
MIR
| Q1 26 | — | $18.9M | ||
| Q4 25 | $1.1B | $73.0M | ||
| Q3 25 | $342.6M | $22.3M | ||
| Q2 25 | $216.1M | $12.4M | ||
| Q1 25 | $281.5M | $35.6M | ||
| Q4 24 | $1.1B | $60.8M | ||
| Q3 24 | $316.2M | $17.1M | ||
| Q2 24 | $218.9M | $15.2M |
自由现金流
ESS
MIR
| Q1 26 | — | — | ||
| Q4 25 | — | $63.2M | ||
| Q3 25 | — | $13.0M | ||
| Q2 25 | — | $3.6M | ||
| Q1 25 | — | $27.1M | ||
| Q4 24 | — | $49.1M | ||
| Q3 24 | — | $3.9M | ||
| Q2 24 | — | $4.1M |
自由现金流率
ESS
MIR
| Q1 26 | — | — | ||
| Q4 25 | — | 22.8% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.0% |
资本支出强度
ESS
MIR
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 4.6% | ||
| Q3 24 | — | 6.4% | ||
| Q2 24 | — | 5.4% |
现金转化率
ESS
MIR
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | 4.22× | ||
| Q3 25 | 1.98× | 7.69× | ||
| Q2 25 | 0.93× | 1.49× | ||
| Q1 25 | 1.32× | 118.67× | ||
| Q4 24 | 3.54× | 4.05× | ||
| Q3 24 | 2.52× | — | ||
| 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
MIR
| Product | $197.0M | 76% |
| Service | $60.6M | 24% |