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Essex Property Trust（ESS）与Enpro Inc.（NPO）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Enpro Inc.的1.6倍（$479.6M vs $295.4M），Essex Property Trust净利率更高（17.9% vs -10.8%，领先28.7%），Enpro Inc.同比增速更快（14.3% vs 5.5%），过去两年Enpro Inc.的营收复合增速更高（7.1% 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。
Enpro是总部位于美国的工业技术企业，面向半导体、航空航天、发电、重卡、农业机械、化工处理、浆纸、生命科学等技术密集型领域设计生产专用产品及材料。公司在全球12个国家布局61个核心生产基地，下设密封技术、先进表面技术及工程技术三大业务板块。
ESS vs NPO — 直观对比
营收规模更大
ESS
是对方的1.6倍
$295.4M
营收增速更快
NPO
高出8.8%
5.5%
净利率更高
ESS
高出28.7%
-10.8%
两年增速更快
NPO
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $295.4M |
| 净利润 | $85.7M | $-32.0M |
| 毛利率 | 70.0% | 42.1% |
| 营业利润率 | 31.7% | 11.2% |
| 净利率 | 17.9% | -10.8% |
| 营收同比 | 5.5% | 14.3% |
| 净利润同比 | -71.6% | -330.2% |
| 每股收益（稀释后） | $1.24 | $-1.50 |
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ESSNPO
| Q4 25 | $479.6M | $295.4M | ||
| Q3 25 | $473.3M | $286.6M | ||
| Q2 25 | $469.8M | $288.1M | ||
| Q1 25 | $464.6M | $273.2M | ||
| Q4 24 | $454.5M | $258.4M | ||
| Q3 24 | $450.7M | $260.9M | ||
| Q2 24 | $442.4M | $271.9M | ||
| Q1 24 | $426.9M | $257.5M |
净利润ESSNPO
| Q4 25 | $85.7M | $-32.0M | ||
| Q3 25 | $172.7M | $21.6M | ||
| Q2 25 | $231.5M | $26.4M | ||
| Q1 25 | $212.8M | $24.5M | ||
| Q4 24 | $301.7M | $13.9M | ||
| Q3 24 | $125.5M | $19.8M | ||
| Q2 24 | $99.0M | $26.7M | ||
| Q1 24 | $285.1M | $12.5M |
毛利率ESSNPO
| Q4 25 | 70.0% | 42.1% | ||
| Q3 25 | 69.2% | 41.9% | ||
| Q2 25 | 70.7% | 43.3% | ||
| Q1 25 | 69.6% | 43.3% | ||
| Q4 24 | 70.0% | 42.3% | ||
| Q3 24 | 69.5% | 42.3% | ||
| Q2 24 | 70.8% | 43.8% | ||
| Q1 24 | 69.7% | 41.2% |
营业利润率ESSNPO
| Q4 25 | 31.7% | 11.2% | ||
| Q3 25 | 44.5% | 14.3% | ||
| Q2 25 | 59.5% | 15.9% | ||
| Q1 25 | 55.3% | 15.3% | ||
| Q4 24 | 67.0% | 12.5% | ||
| Q3 24 | 28.6% | 13.1% | ||
| Q2 24 | 31.1% | 17.7% | ||
| Q1 24 | 31.0% | 10.9% |
净利率ESSNPO
| Q4 25 | 17.9% | -10.8% | ||
| Q3 25 | 36.5% | 7.5% | ||
| Q2 25 | 49.3% | 9.2% | ||
| Q1 25 | 45.8% | 9.0% | ||
| Q4 24 | 66.4% | 5.4% | ||
| Q3 24 | 27.8% | 7.6% | ||
| Q2 24 | 22.4% | 9.8% | ||
| Q1 24 | 66.8% | 4.9% |
每股收益（稀释后）ESSNPO
| Q4 25 | $1.24 | $-1.50 | ||
| Q3 25 | $2.56 | $1.01 | ||
| Q2 25 | $3.44 | $1.25 | ||
| Q1 25 | $3.16 | $1.15 | ||
| Q4 24 | $4.00 | $0.65 | ||
| Q3 24 | $1.84 | $0.94 | ||
| Q2 24 | $1.45 | $1.27 | ||
| Q1 24 | $4.25 | $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 | $114.7M |
| 总债务越低越好 | — | $655.3M |
| 股东权益账面价值 | $5.5B | $1.5B |
| 总资产 | $13.2B | $2.7B |
| 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ESSNPO
| Q4 25 | $76.2M | $114.7M | ||
| Q3 25 | $66.0M | $132.9M | ||
| Q2 25 | $58.7M | $107.1M | ||
| Q1 25 | $98.7M | $240.3M | ||
| Q4 24 | $66.8M | $236.3M | ||
| Q3 24 | $71.3M | $206.9M | ||
| Q2 24 | $55.2M | $175.9M | ||
| Q1 24 | $499.0M | $163.9M |
总债务ESSNPO
| Q4 25 | — | $655.3M | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | $640.1M | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.6B | $644.9M |
股东权益ESSNPO
| Q4 25 | $5.5B | $1.5B | ||
| Q3 25 | $5.6B | $1.5B | ||
| Q2 25 | $5.6B | $1.5B | ||
| Q1 25 | $5.6B | $1.5B | ||
| Q4 24 | $5.5B | $1.4B | ||
| Q3 24 | $5.4B | $1.5B | ||
| Q2 24 | $5.5B | $1.4B | ||
| Q1 24 | $5.5B | $1.4B |
总资产ESSNPO
| Q4 25 | $13.2B | $2.7B | ||
| Q3 25 | $13.2B | $2.4B | ||
| Q2 25 | $13.2B | $2.4B | ||
| Q1 25 | $13.2B | $2.5B | ||
| Q4 24 | $12.9B | $2.5B | ||
| Q3 24 | $12.6B | $2.5B | ||
| Q2 24 | $12.5B | $2.5B | ||
| Q1 24 | $12.9B | $2.5B |
负债/权益比ESSNPO
| Q4 25 | — | 0.42× | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | 0.45× | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 1.19× | 0.46× |
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 | — |
| 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 | — | 4.1% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流ESSNPO
| Q4 25 | $1.1B | — | ||
| Q3 25 | $342.6M | $65.3M | ||
| Q2 25 | $216.1M | $52.2M | ||
| Q1 25 | $281.5M | $21.0M | ||
| Q4 24 | $1.1B | $59.4M | ||
| Q3 24 | $316.2M | $54.0M | ||
| Q2 24 | $218.9M | $43.2M | ||
| Q1 24 | $314.9M | $6.3M |
自由现金流ESSNPO
| Q4 25 | — | — | ||
| Q3 25 | — | $53.4M | ||
| Q2 25 | — | $42.3M | ||
| Q1 25 | — | $13.0M | ||
| Q4 24 | — | $49.1M | ||
| Q3 24 | — | $48.3M | ||
| Q2 24 | — | $38.3M | ||
| Q1 24 | — | $-1.9M |
自由现金流率ESSNPO
| Q4 25 | — | — | ||
| Q3 25 | — | 18.6% | ||
| Q2 25 | — | 14.7% | ||
| Q1 25 | — | 4.8% | ||
| Q4 24 | — | 19.0% | ||
| Q3 24 | — | 18.5% | ||
| Q2 24 | — | 14.1% | ||
| Q1 24 | — | -0.7% |
资本支出强度ESSNPO
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 1.8% | ||
| Q1 24 | — | 3.2% |
现金转化率ESSNPO
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | 3.02× | ||
| Q2 25 | 0.93× | 1.98× | ||
| Q1 25 | 1.32× | 0.86× | ||
| Q4 24 | 3.54× | 4.27× | ||
| Q3 24 | 2.52× | 2.73× | ||
| Q2 24 | 2.21× | 1.62× | ||
| Q1 24 | 1.10× | 0.50× |
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
NPO
| Sealing Technologies Segment | $187.0M | 63% |
| General Industrial | $71.3M | 24% |
| Power Generation | $19.9M | 7% |
| Oiland Gas Market | $15.0M | 5% |
| Semiconductors | $2.2M | 1% |
