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Essex Property Trust（ESS）与New Fortress Energy Inc.（NFE）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New Fortress Energy Inc.的1.5倍（$479.6M vs $326.2M），Essex Property Trust净利率更高（17.9% vs -259.7%，领先277.5%），Essex Property Trust同比增速更快（5.5% vs -7.0%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -26.8%）
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。
New Fortress Energy Inc.是一家全球能源基础设施企业，主要开发、持有并运营液化天然气进出口终端、天然气供应网络及低碳能源项目，服务美洲、加勒比地区客户，致力于提供低成本、低排放的能源解决方案。
ESS vs NFE — 直观对比
营收规模更大
ESS
是对方的1.5倍
$326.2M
营收增速更快
ESS
高出12.5%
-7.0%
净利率更高
ESS
高出277.5%
-259.7%
两年增速更快
ESS
近两年复合增速
-26.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $326.2M |
| 净利润 | $85.7M | $-847.1M |
| 毛利率 | 70.0% | 35.5% |
| 营业利润率 | 31.7% | -193.0% |
| 净利率 | 17.9% | -259.7% |
| 营收同比 | 5.5% | -7.0% |
| 净利润同比 | -71.6% | -277.4% |
| 每股收益（稀释后） | $1.24 | $-3.03 |
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ESSNFE
| Q4 25 | $479.6M | $326.2M | ||
| Q3 25 | $473.3M | $240.3M | ||
| Q2 25 | $469.8M | $228.1M | ||
| Q1 25 | $464.6M | $384.9M | ||
| Q4 24 | $454.5M | $350.7M | ||
| Q3 24 | $450.7M | $446.0M | ||
| Q2 24 | $442.4M | $291.2M | ||
| Q1 24 | $426.9M | $609.5M |
净利润ESSNFE
| Q4 25 | $85.7M | $-847.1M | ||
| Q3 25 | $172.7M | $-263.0M | ||
| Q2 25 | $231.5M | $-546.5M | ||
| Q1 25 | $212.8M | $-175.4M | ||
| Q4 24 | $301.7M | $-224.4M | ||
| Q3 24 | $125.5M | $9.3M | ||
| Q2 24 | $99.0M | $-88.9M | ||
| Q1 24 | $285.1M | $54.1M |
毛利率ESSNFE
| Q4 25 | 70.0% | 35.5% | ||
| Q3 25 | 69.2% | 18.1% | ||
| Q2 25 | 70.7% | 8.4% | ||
| Q1 25 | 69.6% | 21.4% | ||
| Q4 24 | 70.0% | 17.6% | ||
| Q3 24 | 69.5% | 27.1% | ||
| Q2 24 | 70.8% | 23.8% | ||
| Q1 24 | 69.7% | 62.4% |
营业利润率ESSNFE
| Q4 25 | 31.7% | -193.0% | ||
| Q3 25 | 44.5% | -37.4% | ||
| Q2 25 | 59.5% | -170.3% | ||
| Q1 25 | 55.3% | -3.3% | ||
| Q4 24 | 67.0% | 65.0% | ||
| Q3 24 | 28.6% | 17.8% | ||
| Q2 24 | 31.1% | 12.3% | ||
| Q1 24 | 31.0% | 30.4% |
净利率ESSNFE
| Q4 25 | 17.9% | -259.7% | ||
| Q3 25 | 36.5% | -109.4% | ||
| Q2 25 | 49.3% | -239.6% | ||
| Q1 25 | 45.8% | -45.6% | ||
| Q4 24 | 66.4% | -64.0% | ||
| Q3 24 | 27.8% | 2.1% | ||
| Q2 24 | 22.4% | -30.5% | ||
| Q1 24 | 66.8% | 8.9% |
每股收益（稀释后）ESSNFE
| Q4 25 | $1.24 | $-3.03 | ||
| Q3 25 | $2.56 | $-0.96 | ||
| Q2 25 | $3.44 | $-1.99 | ||
| Q1 25 | $3.16 | $-0.65 | ||
| Q4 24 | $4.00 | $-1.10 | ||
| Q3 24 | $1.84 | $0.03 | ||
| Q2 24 | $1.45 | $-0.42 | ||
| Q1 24 | $4.25 | $0.23 |
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 | $226.5M |
| 总债务越低越好 | — | $8.2B |
| 股东权益账面价值 | $5.5B | $182.6M |
| 总资产 | $13.2B | $10.6B |
| 负债/权益比越低杠杆越低 | — | 44.78× |
8季度趋势，按日历期对齐
现金及短期投资ESSNFE
| Q4 25 | $76.2M | $226.5M | ||
| Q3 25 | $66.0M | $145.2M | ||
| Q2 25 | $58.7M | $551.1M | ||
| Q1 25 | $98.7M | $447.9M | ||
| Q4 24 | $66.8M | $492.9M | ||
| Q3 24 | $71.3M | $90.8M | ||
| Q2 24 | $55.2M | $133.0M | ||
| Q1 24 | $499.0M | $143.5M |
总债务ESSNFE
| Q4 25 | — | $8.2B | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.6B | — |
股东权益ESSNFE
| Q4 25 | $5.5B | $182.6M | ||
| Q3 25 | $5.6B | $1.1B | ||
| Q2 25 | $5.6B | $1.3B | ||
| Q1 25 | $5.6B | $1.8B | ||
| Q4 24 | $5.5B | $1.9B | ||
| Q3 24 | $5.4B | $1.6B | ||
| Q2 24 | $5.5B | $1.6B | ||
| Q1 24 | $5.5B | $1.7B |
总资产ESSNFE
| Q4 25 | $13.2B | $10.6B | ||
| Q3 25 | $13.2B | $12.0B | ||
| Q2 25 | $13.2B | $12.0B | ||
| Q1 25 | $13.2B | $13.1B | ||
| Q4 24 | $12.9B | $12.9B | ||
| Q3 24 | $12.6B | $12.0B | ||
| Q2 24 | $12.5B | $11.4B | ||
| Q1 24 | $12.9B | $10.9B |
负债/权益比ESSNFE
| Q4 25 | — | 44.78× | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | 4.74× | ||
| 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 | $-76.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-134.8M |
| 自由现金流率自由现金流/营收 | — | -41.3% |
| 资本支出强度资本支出/营收 | — | 18.0% |
| 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 | — | $-1.4B |
8季度趋势，按日历期对齐
经营现金流ESSNFE
| Q4 25 | $1.1B | $-76.2M | ||
| Q3 25 | $342.6M | $-171.0M | ||
| Q2 25 | $216.1M | $-329.0M | ||
| Q1 25 | $281.5M | $-7.2M | ||
| Q4 24 | $1.1B | $445.3M | ||
| Q3 24 | $316.2M | $-20.0M | ||
| Q2 24 | $218.9M | $113.9M | ||
| Q1 24 | $314.9M | $63.0M |
自由现金流ESSNFE
| Q4 25 | — | $-134.8M | ||
| Q3 25 | — | $-231.6M | ||
| Q2 25 | — | $-726.7M | ||
| Q1 25 | — | $-262.3M | ||
| Q4 24 | — | $-210.3M | ||
| Q3 24 | — | $-367.0M | ||
| Q2 24 | — | $-493.2M | ||
| Q1 24 | — | $-457.9M |
自由现金流率ESSNFE
| Q4 25 | — | -41.3% | ||
| Q3 25 | — | -96.4% | ||
| Q2 25 | — | -318.6% | ||
| Q1 25 | — | -68.2% | ||
| Q4 24 | — | -60.0% | ||
| Q3 24 | — | -82.3% | ||
| Q2 24 | — | -169.3% | ||
| Q1 24 | — | -75.1% |
资本支出强度ESSNFE
| Q4 25 | — | 18.0% | ||
| Q3 25 | — | 25.2% | ||
| Q2 25 | — | 174.4% | ||
| Q1 25 | — | 66.3% | ||
| Q4 24 | — | 187.0% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 208.4% | ||
| Q1 24 | — | 85.5% |
现金转化率ESSNFE
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | -2.15× | ||
| Q2 24 | 2.21× | — | ||
| Q1 24 | 1.10× | 1.16× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
