vs
Essex Property Trust（ESS）与ENVIRI Corp（NVRI）财务数据对比。点击上方公司名可切换其他公司
ENVIRI Corp的季度营收约是Essex Property Trust的1.2倍（$555.0M vs $479.6M），Essex Property Trust净利率更高（17.9% vs -15.2%，领先33.1%），Essex Property Trust同比增速更快（5.5% vs -0.8%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -3.8%）
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。
Enviri集团是总部位于美国宾夕法尼亚州费城的环保企业，业务覆盖全球30多个国家，员工总数约1.2万人。公司专注为钢铁、铁路、能源等大型工业领域客户解决复杂的环保相关问题，提供针对性的环境治理解决方案。
ESS vs NVRI — 直观对比
营收规模更大
NVRI
是对方的1.2倍
$479.6M
营收增速更快
ESS
高出6.3%
-0.8%
净利率更高
ESS
高出33.1%
-15.2%
两年增速更快
ESS
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $555.0M |
| 净利润 | $85.7M | $-84.3M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | -6.4% |
| 净利率 | 17.9% | -15.2% |
| 营收同比 | 5.5% | -0.8% |
| 净利润同比 | -71.6% | 0.7% |
| 每股收益（稀释后） | $1.24 | $-1.04 |
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ESSNVRI
| Q4 25 | $479.6M | $555.0M | ||
| Q3 25 | $473.3M | $574.8M | ||
| Q2 25 | $469.8M | $562.3M | ||
| Q1 25 | $464.6M | $548.3M | ||
| Q4 24 | $454.5M | $559.2M | ||
| Q3 24 | $450.7M | $573.6M | ||
| Q2 24 | $442.4M | $610.0M | ||
| Q1 24 | $426.9M | $600.3M |
净利润ESSNVRI
| Q4 25 | $85.7M | $-84.3M | ||
| Q3 25 | $172.7M | $-22.3M | ||
| Q2 25 | $231.5M | $-47.6M | ||
| Q1 25 | $212.8M | $-13.4M | ||
| Q4 24 | $301.7M | $-84.9M | ||
| Q3 24 | $125.5M | $-13.2M | ||
| Q2 24 | $99.0M | $-13.6M | ||
| Q1 24 | $285.1M | $-18.0M |
毛利率ESSNVRI
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | — | ||
| Q2 25 | 70.7% | — | ||
| Q1 25 | 69.6% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.5% | — | ||
| Q2 24 | 70.8% | — | ||
| Q1 24 | 69.7% | — |
营业利润率ESSNVRI
| Q4 25 | 31.7% | -6.4% | ||
| Q3 25 | 44.5% | 2.9% | ||
| Q2 25 | 59.5% | -1.3% | ||
| Q1 25 | 55.3% | 5.6% | ||
| Q4 24 | 67.0% | -11.4% | ||
| Q3 24 | 28.6% | 6.5% | ||
| Q2 24 | 31.1% | 5.1% | ||
| Q1 24 | 31.0% | 4.3% |
净利率ESSNVRI
| Q4 25 | 17.9% | -15.2% | ||
| Q3 25 | 36.5% | -3.9% | ||
| Q2 25 | 49.3% | -8.5% | ||
| Q1 25 | 45.8% | -2.4% | ||
| Q4 24 | 66.4% | -15.2% | ||
| Q3 24 | 27.8% | -2.3% | ||
| Q2 24 | 22.4% | -2.2% | ||
| Q1 24 | 66.8% | -3.0% |
每股收益（稀释后）ESSNVRI
| Q4 25 | $1.24 | $-1.04 | ||
| Q3 25 | $2.56 | $-0.28 | ||
| Q2 25 | $3.44 | $-0.59 | ||
| Q1 25 | $3.16 | $-0.17 | ||
| Q4 24 | $4.00 | $-1.07 | ||
| Q3 24 | $1.84 | $-0.16 | ||
| Q2 24 | $1.45 | $-0.17 | ||
| Q1 24 | $4.25 | $-0.22 |
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 | $103.7M |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $5.5B | $255.1M |
| 总资产 | $13.2B | $2.7B |
| 负债/权益比越低杠杆越低 | — | 6.10× |
8季度趋势，按日历期对齐
现金及短期投资ESSNVRI
| Q4 25 | $76.2M | $103.7M | ||
| Q3 25 | $66.0M | $115.4M | ||
| Q2 25 | $58.7M | $97.8M | ||
| Q1 25 | $98.7M | $102.5M | ||
| Q4 24 | $66.8M | $88.4M | ||
| Q3 24 | $71.3M | $110.2M | ||
| Q2 24 | $55.2M | $104.0M | ||
| Q1 24 | $499.0M | $103.9M |
总债务ESSNVRI
| Q4 25 | — | $1.6B | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.6B | — |
股东权益ESSNVRI
| Q4 25 | $5.5B | $255.1M | ||
| Q3 25 | $5.6B | $361.1M | ||
| Q2 25 | $5.6B | $376.3M | ||
| Q1 25 | $5.6B | $409.0M | ||
| Q4 24 | $5.5B | $391.5M | ||
| Q3 24 | $5.4B | $484.0M | ||
| Q2 24 | $5.5B | $485.7M | ||
| Q1 24 | $5.5B | $500.9M |
总资产ESSNVRI
| Q4 25 | $13.2B | $2.7B | ||
| Q3 25 | $13.2B | $2.8B | ||
| Q2 25 | $13.2B | $2.8B | ||
| Q1 25 | $13.2B | $2.7B | ||
| Q4 24 | $12.9B | $2.6B | ||
| Q3 24 | $12.6B | $2.8B | ||
| Q2 24 | $12.5B | $2.8B | ||
| Q1 24 | $12.9B | $2.8B |
负债/权益比ESSNVRI
| Q4 25 | — | 6.10× | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | 3.66× | ||
| 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 | $38.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-10.5M |
| 自由现金流率自由现金流/营收 | — | -1.9% |
| 资本支出强度资本支出/营收 | — | 8.8% |
| 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 | — | $-39.9M |
8季度趋势，按日历期对齐
经营现金流ESSNVRI
| Q4 25 | $1.1B | $38.4M | ||
| Q3 25 | $342.6M | $34.4M | ||
| Q2 25 | $216.1M | $22.0M | ||
| Q1 25 | $281.5M | $6.6M | ||
| Q4 24 | $1.1B | $36.3M | ||
| Q3 24 | $316.2M | $1.4M | ||
| Q2 24 | $218.9M | $39.0M | ||
| Q1 24 | $314.9M | $1.3M |
自由现金流ESSNVRI
| Q4 25 | — | $-10.5M | ||
| Q3 25 | — | $2.7M | ||
| Q2 25 | — | $-17.1M | ||
| Q1 25 | — | $-15.0M | ||
| Q4 24 | — | $1.8M | ||
| Q3 24 | — | $-40.2M | ||
| Q2 24 | — | $5.4M | ||
| Q1 24 | — | $-25.5M |
自由现金流率ESSNVRI
| Q4 25 | — | -1.9% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | -3.0% | ||
| Q1 25 | — | -2.7% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | -7.0% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | -4.3% |
资本支出强度ESSNVRI
| Q4 25 | — | 8.8% | ||
| Q3 25 | — | 5.5% | ||
| Q2 25 | — | 6.9% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | — | 7.2% | ||
| Q2 24 | — | 5.5% | ||
| Q1 24 | — | 4.5% |
现金转化率ESSNVRI
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | — | ||
| 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
NVRI
| Products And Services Service Revenue | $500.2M | 90% |
| After Market Parts And Services Safety And Diagnostic Technology | $23.0M | 4% |
| Railway Track Maintenance Equipment | $16.6M | 3% |
| Railway Contracting Services | $15.9M | 3% |
| Aluminum Dross And Scrap Processing Systems | $3.1M | 1% |
