vs
Essex Property Trust（ESS）与Mueller Water Products, Inc.（MWA）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Mueller Water Products, Inc.的1.5倍（$479.6M vs $318.2M），Essex Property Trust净利率更高（17.9% vs 13.6%，领先4.3%），Essex Property Trust同比增速更快（5.5% vs 4.6%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -5.1%）
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。
穆勒水业（Mueller Water Products, Inc.）是总部位于美国佐治亚州亚特兰大的上市企业，为北美规模顶尖的消防栓、闸阀及其他水务基础设施产品生产商与分销商之一，旗下设有Mueller Co.和Mueller Technologies两大业务单元，运营包括Echologics、Mueller Systems在内的十余个品牌及关联主体。
ESS vs MWA — 直观对比
营收规模更大
ESS
是对方的1.5倍
$318.2M
营收增速更快
ESS
高出1.0%
4.6%
净利率更高
ESS
高出4.3%
13.6%
两年增速更快
ESS
近两年复合增速
-5.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $318.2M |
| 净利润 | $85.7M | $43.2M |
| 毛利率 | 70.0% | 37.6% |
| 营业利润率 | 31.7% | 17.8% |
| 净利率 | 17.9% | 13.6% |
| 营收同比 | 5.5% | 4.6% |
| 净利润同比 | -71.6% | 22.4% |
| 每股收益（稀释后） | $1.24 | $0.27 |
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ESSMWA
| Q4 25 | $479.6M | $318.2M | ||
| Q3 25 | $473.3M | $380.8M | ||
| Q2 25 | $469.8M | $380.3M | ||
| Q1 25 | $464.6M | $364.3M | ||
| Q4 24 | $454.5M | $304.3M | ||
| Q3 24 | $450.7M | $348.2M | ||
| Q2 24 | $442.4M | $356.7M | ||
| Q1 24 | $426.9M | $353.4M |
净利润ESSMWA
| Q4 25 | $85.7M | $43.2M | ||
| Q3 25 | $172.7M | $52.6M | ||
| Q2 25 | $231.5M | $52.5M | ||
| Q1 25 | $212.8M | $51.3M | ||
| Q4 24 | $301.7M | $35.3M | ||
| Q3 24 | $125.5M | $10.0M | ||
| Q2 24 | $99.0M | $47.3M | ||
| Q1 24 | $285.1M | $44.3M |
毛利率ESSMWA
| Q4 25 | 70.0% | 37.6% | ||
| Q3 25 | 69.2% | 36.8% | ||
| Q2 25 | 70.7% | 38.3% | ||
| Q1 25 | 69.6% | 35.1% | ||
| Q4 24 | 70.0% | 33.8% | ||
| Q3 24 | 69.5% | 31.8% | ||
| Q2 24 | 70.8% | 36.8% | ||
| Q1 24 | 69.7% | 36.9% |
营业利润率ESSMWA
| Q4 25 | 31.7% | 17.8% | ||
| Q3 25 | 44.5% | 18.3% | ||
| Q2 25 | 59.5% | 19.4% | ||
| Q1 25 | 55.3% | 19.2% | ||
| Q4 24 | 67.0% | 15.6% | ||
| Q3 24 | 28.6% | 8.2% | ||
| Q2 24 | 31.1% | 18.8% | ||
| Q1 24 | 31.0% | 18.0% |
净利率ESSMWA
| Q4 25 | 17.9% | 13.6% | ||
| Q3 25 | 36.5% | 13.8% | ||
| Q2 25 | 49.3% | 13.8% | ||
| Q1 25 | 45.8% | 14.1% | ||
| Q4 24 | 66.4% | 11.6% | ||
| Q3 24 | 27.8% | 2.9% | ||
| Q2 24 | 22.4% | 13.3% | ||
| Q1 24 | 66.8% | 12.5% |
每股收益（稀释后）ESSMWA
| Q4 25 | $1.24 | $0.27 | ||
| Q3 25 | $2.56 | $0.34 | ||
| Q2 25 | $3.44 | $0.33 | ||
| Q1 25 | $3.16 | $0.33 | ||
| Q4 24 | $4.00 | $0.22 | ||
| Q3 24 | $1.84 | $0.07 | ||
| Q2 24 | $1.45 | $0.30 | ||
| Q1 24 | $4.25 | $0.28 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $1.0B |
| 总资产 | $13.2B | $1.8B |
| 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ESSMWA
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | — | ||
| Q2 25 | $58.7M | — | ||
| Q1 25 | $98.7M | — | ||
| Q4 24 | $66.8M | — | ||
| Q3 24 | $71.3M | — | ||
| Q2 24 | $55.2M | — | ||
| Q1 24 | $499.0M | — |
总债务ESSMWA
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.6B | — |
股东权益ESSMWA
| Q4 25 | $5.5B | $1.0B | ||
| Q3 25 | $5.6B | $981.7M | ||
| Q2 25 | $5.6B | $929.0M | ||
| Q1 25 | $5.6B | $873.6M | ||
| Q4 24 | $5.5B | $834.1M | ||
| Q3 24 | $5.4B | $810.1M | ||
| Q2 24 | $5.5B | $791.6M | ||
| Q1 24 | $5.5B | $754.5M |
总资产ESSMWA
| Q4 25 | $13.2B | $1.8B | ||
| Q3 25 | $13.2B | $1.8B | ||
| Q2 25 | $13.2B | $1.7B | ||
| Q1 25 | $13.2B | $1.7B | ||
| Q4 24 | $12.9B | $1.6B | ||
| Q3 24 | $12.6B | $1.6B | ||
| Q2 24 | $12.5B | $1.6B | ||
| Q1 24 | $12.9B | $1.5B |
负债/权益比ESSMWA
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 1.19× | — |
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 | $61.2M |
| 自由现金流经营现金流 - 资本支出 | — | $44.0M |
| 自由现金流率自由现金流/营收 | — | 13.8% |
| 资本支出强度资本支出/营收 | — | 5.4% |
| 现金转化率经营现金流/净利润 | 12.53× | 1.42× |
| 过去12个月自由现金流最近4个季度 | — | $173.8M |
8季度趋势，按日历期对齐
经营现金流ESSMWA
| Q4 25 | $1.1B | $61.2M | ||
| Q3 25 | $342.6M | $83.5M | ||
| Q2 25 | $216.1M | $67.4M | ||
| Q1 25 | $281.5M | $14.3M | ||
| Q4 24 | $1.1B | $54.1M | ||
| Q3 24 | $316.2M | $89.3M | ||
| Q2 24 | $218.9M | $87.3M | ||
| Q1 24 | $314.9M | $-5.7M |
自由现金流ESSMWA
| Q4 25 | — | $44.0M | ||
| Q3 25 | — | $69.0M | ||
| Q2 25 | — | $55.7M | ||
| Q1 25 | — | $5.1M | ||
| Q4 24 | — | $42.2M | ||
| Q3 24 | — | $69.9M | ||
| Q2 24 | — | $75.1M | ||
| Q1 24 | — | $-15.8M |
自由现金流率ESSMWA
| Q4 25 | — | 13.8% | ||
| Q3 25 | — | 18.1% | ||
| Q2 25 | — | 14.6% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 13.9% | ||
| Q3 24 | — | 20.1% | ||
| Q2 24 | — | 21.1% | ||
| Q1 24 | — | -4.5% |
资本支出强度ESSMWA
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | — | 5.6% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | — | 2.9% |
现金转化率ESSMWA
| Q4 25 | 12.53× | 1.42× | ||
| Q3 25 | 1.98× | 1.59× | ||
| Q2 25 | 0.93× | 1.28× | ||
| Q1 25 | 1.32× | 0.28× | ||
| Q4 24 | 3.54× | 1.53× | ||
| Q3 24 | 2.52× | 8.93× | ||
| Q2 24 | 2.21× | 1.85× | ||
| Q1 24 | 1.10× | -0.13× |
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
MWA
| Water Flow Solutions | $173.0M | 54% |
| Water Management Solutions | $145.2M | 46% |
