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Essex Property Trust（ESS）与NATIONAL FUEL GAS CO（NFG）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 FUEL GAS CO的1.1倍（$479.6M vs $425.9M），NATIONAL FUEL GAS CO净利率更高（35.7% vs 17.9%，领先17.8%），Essex Property Trust同比增速更快（5.5% vs 1.7%），过去两年NATIONAL FUEL GAS CO的营收复合增速更高（12.1% 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。
该多元化能源企业成立于1902年，总部位于美国纽约州威廉斯维尔，总资产达62亿美元，下设勘探与生产、管道与存储、燃气集输、公用事业、能源营销五大运营板块，业务覆盖能源产业链上下游多个核心环节。
ESS vs NFG — 直观对比
营收规模更大
ESS
是对方的1.1倍
$425.9M
营收增速更快
ESS
高出3.8%
1.7%
净利率更高
NFG
高出17.8%
17.9%
两年增速更快
NFG
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $425.9M |
| 净利润 | $85.7M | $152.0M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 81.5% |
| 净利率 | 17.9% | 35.7% |
| 营收同比 | 5.5% | 1.7% |
| 净利润同比 | -71.6% | — |
| 每股收益（稀释后） | $1.24 | $1.59 |
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ESSNFG
| Q1 26 | — | $425.9M | ||
| Q4 25 | $479.6M | $637.9M | ||
| Q3 25 | $473.3M | $443.1M | ||
| Q2 25 | $469.8M | $527.4M | ||
| Q1 25 | $464.6M | $734.8M | ||
| Q4 24 | $454.5M | $513.8M | ||
| Q3 24 | $450.7M | $310.0M | ||
| Q2 24 | $442.4M | $338.6M |
净利润ESSNFG
| Q1 26 | — | $152.0M | ||
| Q4 25 | $85.7M | $181.6M | ||
| Q3 25 | $172.7M | $107.3M | ||
| Q2 25 | $231.5M | $149.8M | ||
| Q1 25 | $212.8M | $216.4M | ||
| Q4 24 | $301.7M | $45.0M | ||
| Q3 24 | $125.5M | $-167.6M | ||
| Q2 24 | $99.0M | $-54.2M |
毛利率ESSNFG
| Q1 26 | — | — | ||
| Q4 25 | 70.0% | 86.6% | ||
| Q3 25 | 69.2% | — | ||
| Q2 25 | 70.7% | 94.7% | ||
| Q1 25 | 69.6% | 81.6% | ||
| Q4 24 | 70.0% | 87.3% | ||
| Q3 24 | 69.5% | — | ||
| Q2 24 | 70.8% | 98.5% |
营业利润率ESSNFG
| Q1 26 | — | 81.5% | ||
| Q4 25 | 31.7% | 43.3% | ||
| Q3 25 | 44.5% | 40.6% | ||
| Q2 25 | 59.5% | 43.7% | ||
| Q1 25 | 55.3% | 43.2% | ||
| Q4 24 | 67.0% | 16.8% | ||
| Q3 24 | 28.6% | -63.4% | ||
| Q2 24 | 31.1% | -15.2% |
净利率ESSNFG
| Q1 26 | — | 35.7% | ||
| Q4 25 | 17.9% | 28.5% | ||
| Q3 25 | 36.5% | 24.2% | ||
| Q2 25 | 49.3% | 28.4% | ||
| Q1 25 | 45.8% | 29.4% | ||
| Q4 24 | 66.4% | 8.8% | ||
| Q3 24 | 27.8% | -54.1% | ||
| Q2 24 | 22.4% | -16.0% |
每股收益（稀释后）ESSNFG
| Q1 26 | — | $1.59 | ||
| Q4 25 | $1.24 | $1.98 | ||
| Q3 25 | $2.56 | $1.18 | ||
| Q2 25 | $3.44 | $1.64 | ||
| Q1 25 | $3.16 | $2.37 | ||
| Q4 24 | $4.00 | $0.49 | ||
| Q3 24 | $1.84 | $-1.81 | ||
| Q2 24 | $1.45 | $-0.59 |
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 | — | $300.0M |
| 股东权益账面价值 | $5.5B | — |
| 总资产 | $13.2B | $9.1B |
| 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ESSNFG
| Q1 26 | — | — | ||
| Q4 25 | $76.2M | $271.4M | ||
| Q3 25 | $66.0M | $43.2M | ||
| Q2 25 | $58.7M | $39.3M | ||
| Q1 25 | $98.7M | $40.0M | ||
| Q4 24 | $66.8M | $48.7M | ||
| Q3 24 | $71.3M | $38.2M | ||
| Q2 24 | $55.2M | $81.4M |
总债务ESSNFG
| Q1 26 | — | $300.0M | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | $6.4B | $2.7B | ||
| Q2 25 | $6.4B | $2.7B | ||
| Q1 25 | $6.8B | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | $6.4B | $2.7B | ||
| Q2 24 | $6.2B | $2.7B |
股东权益ESSNFG
| Q1 26 | — | — | ||
| Q4 25 | $5.5B | $3.6B | ||
| Q3 25 | $5.6B | $3.1B | ||
| Q2 25 | $5.6B | $3.0B | ||
| Q1 25 | $5.6B | $2.8B | ||
| Q4 24 | $5.5B | $-76.2M | ||
| Q3 24 | $5.4B | $-15.5M | ||
| Q2 24 | $5.5B | $5.0M |
总资产ESSNFG
| Q1 26 | — | $9.1B | ||
| Q4 25 | $13.2B | $9.2B | ||
| Q3 25 | $13.2B | $8.7B | ||
| Q2 25 | $13.2B | $8.4B | ||
| Q1 25 | $13.2B | $8.5B | ||
| Q4 24 | $12.9B | $8.3B | ||
| Q3 24 | $12.6B | $8.3B | ||
| Q2 24 | $12.5B | $8.5B |
负债/权益比ESSNFG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.75× | ||
| Q3 25 | 1.15× | 0.87× | ||
| Q2 25 | 1.14× | 0.90× | ||
| Q1 25 | 1.22× | 0.99× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.13× | 532.10× |
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 | $657.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 117.0% |
| 现金转化率经营现金流/净利润 | 12.53× | 4.32× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ESSNFG
| Q1 26 | — | $657.3M | ||
| Q4 25 | $1.1B | $274.9M | ||
| Q3 25 | $342.6M | $237.8M | ||
| Q2 25 | $216.1M | $388.4M | ||
| Q1 25 | $281.5M | $253.8M | ||
| Q4 24 | $1.1B | $220.1M | ||
| Q3 24 | $316.2M | $197.9M | ||
| Q2 24 | $218.9M | $281.8M |
自由现金流ESSNFG
| Q1 26 | — | — | ||
| Q4 25 | — | $-2.7M | ||
| Q3 25 | — | $-47.8M | ||
| Q2 25 | — | $195.3M | ||
| Q1 25 | — | $59.9M | ||
| Q4 24 | — | $-20.3M | ||
| Q3 24 | — | $-49.1M | ||
| Q2 24 | — | $79.5M |
自由现金流率ESSNFG
| Q1 26 | — | — | ||
| Q4 25 | — | -0.4% | ||
| Q3 25 | — | -10.8% | ||
| Q2 25 | — | 37.0% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | -4.0% | ||
| Q3 24 | — | -15.8% | ||
| Q2 24 | — | 23.5% |
资本支出强度ESSNFG
| Q1 26 | — | 117.0% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 64.4% | ||
| Q2 25 | — | 36.6% | ||
| Q1 25 | — | 26.4% | ||
| Q4 24 | — | 46.8% | ||
| Q3 24 | — | 79.7% | ||
| Q2 24 | — | 59.7% |
现金转化率ESSNFG
| Q1 26 | — | 4.32× | ||
| Q4 25 | 12.53× | 1.51× | ||
| Q3 25 | 1.98× | 2.21× | ||
| Q2 25 | 0.93× | 2.59× | ||
| Q1 25 | 1.32× | 1.17× | ||
| Q4 24 | 3.54× | 4.89× | ||
| Q3 24 | 2.52× | — | ||
| Q2 24 | 2.21× | — |
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
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |
