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Essex Property Trust（ESS）与National Energy Services Reunited Corp.（NESR）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National Energy Services Reunited Corp.的1.6倍（$479.6M vs $295.3M），Essex Property Trust净利率更高（17.9% vs 6.0%，领先11.9%），Essex Property Trust同比增速更快（5.5% vs -12.2%）
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。
National Energy Services Reunited Corp.是一家领先的综合油田服务供应商，为油气上游运营商提供钻井建设、完井、生产运营及干预作业等全系列解决方案，核心市场覆盖中东、北非及东亚地区，服务各国国家石油公司及国际能源客户。
ESS vs NESR — 直观对比
营收规模更大
ESS
是对方的1.6倍
$295.3M
营收增速更快
ESS
高出17.7%
-12.2%
净利率更高
ESS
高出11.9%
6.0%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $295.3M |
| 净利润 | $85.7M | $17.7M |
| 毛利率 | 70.0% | 12.0% |
| 营业利润率 | 31.7% | 6.6% |
| 净利率 | 17.9% | 6.0% |
| 营收同比 | 5.5% | -12.2% |
| 净利润同比 | -71.6% | -14.0% |
| 每股收益（稀释后） | $1.24 | $0.18 |
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ESSNESR
| Q4 25 | $479.6M | — | ||
| Q3 25 | $473.3M | $295.3M | ||
| Q2 25 | $469.8M | $327.4M | ||
| Q1 25 | $464.6M | $303.1M | ||
| Q4 24 | $454.5M | — | ||
| Q3 24 | $450.7M | $336.2M | ||
| Q2 24 | $442.4M | $325.0M | ||
| Q1 24 | $426.9M | — |
净利润ESSNESR
| Q4 25 | $85.7M | — | ||
| Q3 25 | $172.7M | $17.7M | ||
| Q2 25 | $231.5M | $15.2M | ||
| Q1 25 | $212.8M | $10.4M | ||
| Q4 24 | $301.7M | — | ||
| Q3 24 | $125.5M | $20.6M | ||
| Q2 24 | $99.0M | $18.9M | ||
| Q1 24 | $285.1M | — |
毛利率ESSNESR
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | 12.0% | ||
| Q2 25 | 70.7% | 13.4% | ||
| Q1 25 | 69.6% | 12.4% | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.5% | 15.9% | ||
| Q2 24 | 70.8% | 16.4% | ||
| Q1 24 | 69.7% | — |
营业利润率ESSNESR
| Q4 25 | 31.7% | — | ||
| Q3 25 | 44.5% | 6.6% | ||
| Q2 25 | 59.5% | 8.3% | ||
| Q1 25 | 55.3% | 6.9% | ||
| Q4 24 | 67.0% | — | ||
| Q3 24 | 28.6% | 10.5% | ||
| Q2 24 | 31.1% | 10.5% | ||
| Q1 24 | 31.0% | — |
净利率ESSNESR
| Q4 25 | 17.9% | — | ||
| Q3 25 | 36.5% | 6.0% | ||
| Q2 25 | 49.3% | 4.6% | ||
| Q1 25 | 45.8% | 3.4% | ||
| Q4 24 | 66.4% | — | ||
| Q3 24 | 27.8% | 6.1% | ||
| Q2 24 | 22.4% | 5.8% | ||
| Q1 24 | 66.8% | — |
每股收益（稀释后）ESSNESR
| Q4 25 | $1.24 | — | ||
| Q3 25 | $2.56 | $0.18 | ||
| Q2 25 | $3.44 | $0.16 | ||
| Q1 25 | $3.16 | $0.11 | ||
| Q4 24 | $4.00 | — | ||
| Q3 24 | $1.84 | $0.22 | ||
| Q2 24 | $1.45 | $0.20 | ||
| Q1 24 | $4.25 | — |
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 | $69.7M |
| 总债务越低越好 | — | $274.1M |
| 股东权益账面价值 | $5.5B | $956.7M |
| 总资产 | $13.2B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资ESSNESR
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | $69.7M | ||
| Q2 25 | $58.7M | $131.8M | ||
| Q1 25 | $98.7M | $78.7M | ||
| Q4 24 | $66.8M | — | ||
| Q3 24 | $71.3M | $118.2M | ||
| Q2 24 | $55.2M | $75.0M | ||
| Q1 24 | $499.0M | — |
总债务ESSNESR
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | $274.1M | ||
| Q2 25 | $6.4B | $291.7M | ||
| Q1 25 | $6.8B | $309.2M | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | $358.7M | ||
| Q2 24 | $6.2B | $376.7M | ||
| Q1 24 | $6.6B | — |
股东权益ESSNESR
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.6B | $956.7M | ||
| Q2 25 | $5.6B | $936.9M | ||
| Q1 25 | $5.6B | $920.5M | ||
| Q4 24 | $5.5B | — | ||
| Q3 24 | $5.4B | $873.5M | ||
| Q2 24 | $5.5B | $851.4M | ||
| Q1 24 | $5.5B | — |
总资产ESSNESR
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.2B | $1.8B | ||
| Q2 25 | $13.2B | $1.8B | ||
| Q1 25 | $13.2B | $1.8B | ||
| Q4 24 | $12.9B | — | ||
| Q3 24 | $12.6B | $1.8B | ||
| Q2 24 | $12.5B | $1.8B | ||
| Q1 24 | $12.9B | — |
负债/权益比ESSNESR
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | 0.29× | ||
| Q2 25 | 1.14× | 0.31× | ||
| Q1 25 | 1.22× | 0.34× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | 0.41× | ||
| Q2 24 | 1.13× | 0.44× | ||
| 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 | $6.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-34.1M |
| 自由现金流率自由现金流/营收 | — | -11.5% |
| 资本支出强度资本支出/营收 | — | 13.8% |
| 现金转化率经营现金流/净利润 | 12.53× | 0.38× |
| 过去12个月自由现金流最近4个季度 | — | $68.5M |
8季度趋势，按日历期对齐
经营现金流ESSNESR
| Q4 25 | $1.1B | — | ||
| Q3 25 | $342.6M | $6.7M | ||
| Q2 25 | $216.1M | $98.5M | ||
| Q1 25 | $281.5M | $20.5M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $316.2M | $70.8M | ||
| Q2 24 | $218.9M | — | ||
| Q1 24 | $314.9M | — |
自由现金流ESSNESR
| Q4 25 | — | — | ||
| Q3 25 | — | $-34.1M | ||
| Q2 25 | — | $68.7M | ||
| Q1 25 | — | $-9.6M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $43.4M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率ESSNESR
| Q4 25 | — | — | ||
| Q3 25 | — | -11.5% | ||
| Q2 25 | — | 21.0% | ||
| Q1 25 | — | -3.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 12.9% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度ESSNESR
| Q4 25 | — | — | ||
| Q3 25 | — | 13.8% | ||
| Q2 25 | — | 9.1% | ||
| Q1 25 | — | 9.9% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率ESSNESR
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | 0.38× | ||
| Q2 25 | 0.93× | 6.48× | ||
| Q1 25 | 1.32× | 1.97× | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | 3.43× | ||
| 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
业务分部营收拆解
ESS
暂无分部数据
NESR
| Production Services | $174.4M | 59% |
| Drilling And Evaluation Services | $120.9M | 41% |
