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Essex Property Trust（ESS）与MERIT MEDICAL SYSTEMS INC（MMSI）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MERIT MEDICAL SYSTEMS INC的1.3倍（$479.6M vs $381.9M），Essex Property Trust净利率更高（17.9% vs 10.7%，领先7.1%），MERIT MEDICAL SYSTEMS INC同比增速更快（7.5% vs 5.5%），过去两年MERIT MEDICAL SYSTEMS INC的营收复合增速更高（6.3% 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。
梅里特医疗系统公司是一家全球性医疗设备企业，设计、生产和销售适用于心脏病学、放射学、肿瘤学、内窥镜及重症监护领域的介入和诊断产品，为全球医院及医疗机构提供微创医疗解决方案，助力提升患者疗效和临床操作效率。
ESS vs MMSI — 直观对比
营收规模更大
ESS
是对方的1.3倍
$381.9M
营收增速更快
MMSI
高出1.9%
5.5%
净利率更高
ESS
高出7.1%
10.7%
两年增速更快
MMSI
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $381.9M |
| 净利润 | $85.7M | $41.0M |
| 毛利率 | 70.0% | 48.4% |
| 营业利润率 | 31.7% | 11.6% |
| 净利率 | 17.9% | 10.7% |
| 营收同比 | 5.5% | 7.5% |
| 净利润同比 | -71.6% | 36.0% |
| 每股收益（稀释后） | $1.24 | $0.68 |
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ESSMMSI
| Q1 26 | — | $381.9M | ||
| Q4 25 | $479.6M | $393.9M | ||
| Q3 25 | $473.3M | $384.2M | ||
| Q2 25 | $469.8M | $382.5M | ||
| Q1 25 | $464.6M | $355.4M | ||
| Q4 24 | $454.5M | $355.2M | ||
| Q3 24 | $450.7M | $339.8M | ||
| Q2 24 | $442.4M | $338.0M |
净利润ESSMMSI
| Q1 26 | — | $41.0M | ||
| Q4 25 | $85.7M | $38.0M | ||
| Q3 25 | $172.7M | $27.8M | ||
| Q2 25 | $231.5M | $32.6M | ||
| Q1 25 | $212.8M | $30.1M | ||
| Q4 24 | $301.7M | $27.9M | ||
| Q3 24 | $125.5M | $28.4M | ||
| Q2 24 | $99.0M | $35.7M |
毛利率ESSMMSI
| Q1 26 | — | 48.4% | ||
| Q4 25 | 70.0% | 49.6% | ||
| Q3 25 | 69.2% | 48.5% | ||
| Q2 25 | 70.7% | 48.2% | ||
| Q1 25 | 69.6% | 48.4% | ||
| Q4 24 | 70.0% | 48.7% | ||
| Q3 24 | 69.5% | 46.4% | ||
| Q2 24 | 70.8% | 47.7% |
营业利润率ESSMMSI
| Q1 26 | — | 11.6% | ||
| Q4 25 | 31.7% | 13.8% | ||
| Q3 25 | 44.5% | 11.1% | ||
| Q2 25 | 59.5% | 12.3% | ||
| Q1 25 | 55.3% | 11.5% | ||
| Q4 24 | 67.0% | 10.3% | ||
| Q3 24 | 28.6% | 11.0% | ||
| Q2 24 | 31.1% | 13.6% |
净利率ESSMMSI
| Q1 26 | — | 10.7% | ||
| Q4 25 | 17.9% | 9.6% | ||
| Q3 25 | 36.5% | 7.2% | ||
| Q2 25 | 49.3% | 8.5% | ||
| Q1 25 | 45.8% | 8.5% | ||
| Q4 24 | 66.4% | 7.9% | ||
| Q3 24 | 27.8% | 8.4% | ||
| Q2 24 | 22.4% | 10.6% |
每股收益（稀释后）ESSMMSI
| Q1 26 | — | $0.68 | ||
| Q4 25 | $1.24 | $0.64 | ||
| Q3 25 | $2.56 | $0.46 | ||
| Q2 25 | $3.44 | $0.54 | ||
| Q1 25 | $3.16 | $0.49 | ||
| Q4 24 | $4.00 | $0.46 | ||
| Q3 24 | $1.84 | $0.48 | ||
| Q2 24 | $1.45 | $0.61 |
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 | $488.1M |
| 总债务越低越好 | — | $735.2M |
| 股东权益账面价值 | $5.5B | $1.6B |
| 总资产 | $13.2B | $2.7B |
| 负债/权益比越低杠杆越低 | — | 0.45× |
8季度趋势，按日历期对齐
现金及短期投资ESSMMSI
| Q1 26 | — | $488.1M | ||
| Q4 25 | $76.2M | $446.4M | ||
| Q3 25 | $66.0M | $392.5M | ||
| Q2 25 | $58.7M | $341.8M | ||
| Q1 25 | $98.7M | $395.5M | ||
| Q4 24 | $66.8M | $376.7M | ||
| Q3 24 | $71.3M | $523.1M | ||
| Q2 24 | $55.2M | $636.7M |
总债务ESSMMSI
| Q1 26 | — | $735.2M | ||
| Q4 25 | — | $734.0M | ||
| Q3 25 | $6.4B | $732.9M | ||
| Q2 25 | $6.4B | $731.8M | ||
| Q1 25 | $6.8B | $730.7M | ||
| Q4 24 | — | $729.6M | ||
| Q3 24 | $6.4B | $750.5M | ||
| Q2 24 | $6.2B | $801.3M |
股东权益ESSMMSI
| Q1 26 | — | $1.6B | ||
| Q4 25 | $5.5B | $1.6B | ||
| Q3 25 | $5.6B | $1.5B | ||
| Q2 25 | $5.6B | $1.5B | ||
| Q1 25 | $5.6B | $1.4B | ||
| Q4 24 | $5.5B | $1.4B | ||
| Q3 24 | $5.4B | $1.3B | ||
| Q2 24 | $5.5B | $1.3B |
总资产ESSMMSI
| Q1 26 | — | $2.7B | ||
| Q4 25 | $13.2B | $2.7B | ||
| Q3 25 | $13.2B | $2.6B | ||
| Q2 25 | $13.2B | $2.6B | ||
| Q1 25 | $13.2B | $2.5B | ||
| Q4 24 | $12.9B | $2.4B | ||
| Q3 24 | $12.6B | $2.4B | ||
| Q2 24 | $12.5B | $2.4B |
负债/权益比ESSMMSI
| Q1 26 | — | 0.45× | ||
| Q4 25 | — | 0.46× | ||
| Q3 25 | 1.15× | 0.48× | ||
| Q2 25 | 1.14× | 0.49× | ||
| Q1 25 | 1.22× | 0.51× | ||
| Q4 24 | — | 0.53× | ||
| Q3 24 | 1.18× | 0.57× | ||
| Q2 24 | 1.13× | 0.62× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | $24.7M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | — | 4.2% |
| 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 | — | $220.8M |
8季度趋势，按日历期对齐
经营现金流ESSMMSI
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $98.5M | ||
| Q3 25 | $342.6M | $75.0M | ||
| Q2 25 | $216.1M | $83.3M | ||
| Q1 25 | $281.5M | $40.6M | ||
| Q4 24 | $1.1B | $68.7M | ||
| Q3 24 | $316.2M | $47.3M | ||
| Q2 24 | $218.9M | $68.5M |
自由现金流ESSMMSI
| Q1 26 | — | $24.7M | ||
| Q4 25 | — | $74.0M | ||
| Q3 25 | — | $52.5M | ||
| Q2 25 | — | $69.6M | ||
| Q1 25 | — | $19.5M | ||
| Q4 24 | — | $65.3M | ||
| Q3 24 | — | $38.0M | ||
| Q2 24 | — | $57.9M |
自由现金流率ESSMMSI
| Q1 26 | — | 6.5% | ||
| Q4 25 | — | 18.8% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | — | 18.2% | ||
| Q1 25 | — | 5.5% | ||
| Q4 24 | — | 18.4% | ||
| Q3 24 | — | 11.2% | ||
| Q2 24 | — | 17.1% |
资本支出强度ESSMMSI
| Q1 26 | — | 4.2% | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 5.9% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 3.1% |
现金转化率ESSMMSI
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | 2.59× | ||
| Q3 25 | 1.98× | 2.70× | ||
| Q2 25 | 0.93× | 2.56× | ||
| Q1 25 | 1.32× | 1.35× | ||
| Q4 24 | 3.54× | 2.46× | ||
| Q3 24 | 2.52× | 1.66× | ||
| Q2 24 | 2.21× | 1.92× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
