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Essex Property Trust（ESS）与MSA Safety Inc（MSA）财务数据对比。点击上方公司名可切换其他公司
MSA Safety Inc的季度营收约是Essex Property Trust的1.1倍（$510.9M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 17.0%，领先0.9%），Essex Property Trust同比增速更快（5.5% vs 2.2%），过去两年MSA Safety Inc的营收复合增速更高（11.2% 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。
MSA安全是美国专业安全设备生产供应商，面向建筑、军事、消防、化工、油气等存在高危作业场景的多个行业提供安全防护产品及解决方案，总部位于美国匹兹堡近郊的克兰伯里。
ESS vs MSA — 直观对比
营收规模更大
MSA
是对方的1.1倍
$479.6M
营收增速更快
ESS
高出3.3%
2.2%
净利率更高
ESS
高出0.9%
17.0%
两年增速更快
MSA
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $510.9M |
| 净利润 | $85.7M | $86.9M |
| 毛利率 | 70.0% | 46.9% |
| 营业利润率 | 31.7% | 22.3% |
| 净利率 | 17.9% | 17.0% |
| 营收同比 | 5.5% | 2.2% |
| 净利润同比 | -71.6% | -1.2% |
| 每股收益（稀释后） | $1.24 | $2.22 |
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ESSMSA
| Q4 25 | $479.6M | $510.9M | ||
| Q3 25 | $473.3M | $468.4M | ||
| Q2 25 | $469.8M | $474.1M | ||
| Q1 25 | $464.6M | $421.3M | ||
| Q4 24 | $454.5M | $499.7M | ||
| Q3 24 | $450.7M | $432.7M | ||
| Q2 24 | $442.4M | $462.5M | ||
| Q1 24 | $426.9M | $413.3M |
净利润ESSMSA
| Q4 25 | $85.7M | $86.9M | ||
| Q3 25 | $172.7M | $69.6M | ||
| Q2 25 | $231.5M | $62.8M | ||
| Q1 25 | $212.8M | $59.6M | ||
| Q4 24 | $301.7M | $87.9M | ||
| Q3 24 | $125.5M | $66.6M | ||
| Q2 24 | $99.0M | $72.2M | ||
| Q1 24 | $285.1M | $58.1M |
毛利率ESSMSA
| Q4 25 | 70.0% | 46.9% | ||
| Q3 25 | 69.2% | 46.5% | ||
| Q2 25 | 70.7% | 46.6% | ||
| Q1 25 | 69.6% | 45.9% | ||
| Q4 24 | 70.0% | 46.9% | ||
| Q3 24 | 69.5% | 47.9% | ||
| Q2 24 | 70.8% | 48.2% | ||
| Q1 24 | 69.7% | 47.3% |
营业利润率ESSMSA
| Q4 25 | 31.7% | 22.3% | ||
| Q3 25 | 44.5% | 20.1% | ||
| Q2 25 | 59.5% | 18.1% | ||
| Q1 25 | 55.3% | 18.5% | ||
| Q4 24 | 67.0% | 23.5% | ||
| Q3 24 | 28.6% | 21.1% | ||
| Q2 24 | 31.1% | 21.6% | ||
| Q1 24 | 31.0% | 19.4% |
净利率ESSMSA
| Q4 25 | 17.9% | 17.0% | ||
| Q3 25 | 36.5% | 14.9% | ||
| Q2 25 | 49.3% | 13.2% | ||
| Q1 25 | 45.8% | 14.1% | ||
| Q4 24 | 66.4% | 17.6% | ||
| Q3 24 | 27.8% | 15.4% | ||
| Q2 24 | 22.4% | 15.6% | ||
| Q1 24 | 66.8% | 14.1% |
每股收益（稀释后）ESSMSA
| Q4 25 | $1.24 | $2.22 | ||
| Q3 25 | $2.56 | $1.77 | ||
| Q2 25 | $3.44 | $1.59 | ||
| Q1 25 | $3.16 | $1.51 | ||
| Q4 24 | $4.00 | $2.22 | ||
| Q3 24 | $1.84 | $1.69 | ||
| Q2 24 | $1.45 | $1.83 | ||
| Q1 24 | $4.25 | $1.47 |
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 | $165.1M |
| 总债务越低越好 | — | $580.9M |
| 股东权益账面价值 | $5.5B | $1.4B |
| 总资产 | $13.2B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资ESSMSA
| Q4 25 | $76.2M | $165.1M | ||
| Q3 25 | $66.0M | $170.0M | ||
| Q2 25 | $58.7M | $147.0M | ||
| Q1 25 | $98.7M | $170.6M | ||
| Q4 24 | $66.8M | $164.6M | ||
| Q3 24 | $71.3M | $154.4M | ||
| Q2 24 | $55.2M | $146.8M | ||
| Q1 24 | $499.0M | $148.3M |
总债务ESSMSA
| Q4 25 | — | $580.9M | ||
| Q3 25 | $6.4B | $628.6M | ||
| Q2 25 | $6.4B | $679.3M | ||
| Q1 25 | $6.8B | $502.1M | ||
| Q4 24 | — | $508.0M | ||
| Q3 24 | $6.4B | $554.7M | ||
| Q2 24 | $6.2B | $588.2M | ||
| Q1 24 | $6.6B | $596.2M |
股东权益ESSMSA
| Q4 25 | $5.5B | $1.4B | ||
| Q3 25 | $5.6B | $1.3B | ||
| Q2 25 | $5.6B | $1.3B | ||
| Q1 25 | $5.6B | $1.2B | ||
| Q4 24 | $5.5B | $1.1B | ||
| Q3 24 | $5.4B | $1.1B | ||
| Q2 24 | $5.5B | $1.0B | ||
| Q1 24 | $5.5B | $994.8M |
总资产ESSMSA
| Q4 25 | $13.2B | $2.6B | ||
| Q3 25 | $13.2B | $2.6B | ||
| Q2 25 | $13.2B | $2.6B | ||
| Q1 25 | $13.2B | $2.2B | ||
| Q4 24 | $12.9B | $2.2B | ||
| Q3 24 | $12.6B | $2.2B | ||
| Q2 24 | $12.5B | $2.2B | ||
| Q1 24 | $12.9B | $2.2B |
负债/权益比ESSMSA
| Q4 25 | — | 0.42× | ||
| Q3 25 | 1.15× | 0.48× | ||
| Q2 25 | 1.14× | 0.54× | ||
| Q1 25 | 1.22× | 0.42× | ||
| Q4 24 | — | 0.44× | ||
| Q3 24 | 1.18× | 0.51× | ||
| Q2 24 | 1.13× | 0.57× | ||
| Q1 24 | 1.19× | 0.60× |
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 | $122.4M |
| 自由现金流经营现金流 - 资本支出 | — | $106.0M |
| 自由现金流率自由现金流/营收 | — | 20.8% |
| 资本支出强度资本支出/营收 | — | 3.2% |
| 现金转化率经营现金流/净利润 | 12.53× | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $295.4M |
8季度趋势，按日历期对齐
经营现金流ESSMSA
| Q4 25 | $1.1B | $122.4M | ||
| Q3 25 | $342.6M | $112.5M | ||
| Q2 25 | $216.1M | $67.2M | ||
| Q1 25 | $281.5M | $61.8M | ||
| Q4 24 | $1.1B | $107.9M | ||
| Q3 24 | $316.2M | $84.3M | ||
| Q2 24 | $218.9M | $53.3M | ||
| Q1 24 | $314.9M | $50.9M |
自由现金流ESSMSA
| Q4 25 | — | $106.0M | ||
| Q3 25 | — | $100.5M | ||
| Q2 25 | — | $37.9M | ||
| Q1 25 | — | $51.0M | ||
| Q4 24 | — | $93.5M | ||
| Q3 24 | — | $70.1M | ||
| Q2 24 | — | $39.0M | ||
| Q1 24 | — | $39.7M |
自由现金流率ESSMSA
| Q4 25 | — | 20.8% | ||
| Q3 25 | — | 21.4% | ||
| Q2 25 | — | 8.0% | ||
| Q1 25 | — | 12.1% | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | — | 16.2% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 9.6% |
资本支出强度ESSMSA
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 2.7% |
现金转化率ESSMSA
| Q4 25 | 12.53× | 1.41× | ||
| Q3 25 | 1.98× | 1.62× | ||
| Q2 25 | 0.93× | 1.07× | ||
| Q1 25 | 1.32× | 1.04× | ||
| Q4 24 | 3.54× | 1.23× | ||
| Q3 24 | 2.52× | 1.27× | ||
| Q2 24 | 2.21× | 0.74× | ||
| Q1 24 | 1.10× | 0.88× |
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
MSA
| Americas Segment | $335.2M | 66% |
| International Segment | $175.7M | 34% |
