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Essex Property Trust（ESS）与Envista Holdings Corp（NVST）财务数据对比。点击上方公司名可切换其他公司
Envista Holdings Corp的季度营收约是Essex Property Trust的1.6倍（$750.6M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 4.4%，领先13.5%），Envista Holdings Corp同比增速更快（15.0% vs 5.5%），过去两年Envista Holdings Corp的营收复合增速更高（9.7% 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。
Envista Holdings Corp是一家总部位于美国的企业，旗下Envista Forensics业务板块面向保险、法律及风险管理行业，在全球范围内提供法务工程与事故复原解决方案。公司前身为LWG咨询有限公司，2017年正式更名为Envista Forensics。
ESS vs NVST — 直观对比
营收规模更大
NVST
是对方的1.6倍
$479.6M
营收增速更快
NVST
高出9.4%
5.5%
净利率更高
ESS
高出13.5%
4.4%
两年增速更快
NVST
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $750.6M |
| 净利润 | $85.7M | $32.9M |
| 毛利率 | 70.0% | 54.7% |
| 营业利润率 | 31.7% | 9.8% |
| 净利率 | 17.9% | 4.4% |
| 营收同比 | 5.5% | 15.0% |
| 净利润同比 | -71.6% | 2641.7% |
| 每股收益（稀释后） | $1.24 | $0.20 |
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ESSNVST
| Q4 25 | $479.6M | $750.6M | ||
| Q3 25 | $473.3M | $669.9M | ||
| Q2 25 | $469.8M | $682.1M | ||
| Q1 25 | $464.6M | $616.9M | ||
| Q4 24 | $454.5M | $652.9M | ||
| Q3 24 | $450.7M | $601.0M | ||
| Q2 24 | $442.4M | $633.1M | ||
| Q1 24 | $426.9M | $623.6M |
净利润ESSNVST
| Q4 25 | $85.7M | $32.9M | ||
| Q3 25 | $172.7M | $-30.3M | ||
| Q2 25 | $231.5M | $26.4M | ||
| Q1 25 | $212.8M | $18.0M | ||
| Q4 24 | $301.7M | $1.2M | ||
| Q3 24 | $125.5M | $8.2M | ||
| Q2 24 | $99.0M | $-1.2B | ||
| Q1 24 | $285.1M | $23.6M |
毛利率ESSNVST
| Q4 25 | 70.0% | 54.7% | ||
| Q3 25 | 69.2% | 55.3% | ||
| Q2 25 | 70.7% | 54.2% | ||
| Q1 25 | 69.6% | 54.5% | ||
| Q4 24 | 70.0% | 57.1% | ||
| Q3 24 | 69.5% | 52.8% | ||
| Q2 24 | 70.8% | 51.6% | ||
| Q1 24 | 69.7% | 57.1% |
营业利润率ESSNVST
| Q4 25 | 31.7% | 9.8% | ||
| Q3 25 | 44.5% | 8.6% | ||
| Q2 25 | 59.5% | 6.8% | ||
| Q1 25 | 55.3% | 6.3% | ||
| Q4 24 | 67.0% | 7.1% | ||
| Q3 24 | 28.6% | 3.5% | ||
| Q2 24 | 31.1% | -182.2% | ||
| Q1 24 | 31.0% | 7.7% |
净利率ESSNVST
| Q4 25 | 17.9% | 4.4% | ||
| Q3 25 | 36.5% | -4.5% | ||
| Q2 25 | 49.3% | 3.9% | ||
| Q1 25 | 45.8% | 2.9% | ||
| Q4 24 | 66.4% | 0.2% | ||
| Q3 24 | 27.8% | 1.4% | ||
| Q2 24 | 22.4% | -181.9% | ||
| Q1 24 | 66.8% | 3.8% |
每股收益（稀释后）ESSNVST
| Q4 25 | $1.24 | $0.20 | ||
| Q3 25 | $2.56 | $-0.18 | ||
| Q2 25 | $3.44 | $0.16 | ||
| Q1 25 | $3.16 | $0.10 | ||
| Q4 24 | $4.00 | $0.00 | ||
| Q3 24 | $1.84 | $0.05 | ||
| Q2 24 | $1.45 | $-6.69 | ||
| Q1 24 | $4.25 | $0.14 |
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 | $1.2B |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $5.5B | $3.1B |
| 总资产 | $13.2B | $5.7B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资ESSNVST
| Q4 25 | $76.2M | $1.2B | ||
| Q3 25 | $66.0M | $1.1B | ||
| Q2 25 | $58.7M | $1.1B | ||
| Q1 25 | $98.7M | $1.1B | ||
| Q4 24 | $66.8M | $1.1B | ||
| Q3 24 | $71.3M | $991.3M | ||
| Q2 24 | $55.2M | $1.0B | ||
| Q1 24 | $499.0M | $948.5M |
总债务ESSNVST
| Q4 25 | — | $1.4B | ||
| Q3 25 | $6.4B | $1.4B | ||
| Q2 25 | $6.4B | $1.4B | ||
| Q1 25 | $6.8B | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $6.4B | $1.4B | ||
| Q2 24 | $6.2B | $1.5B | ||
| Q1 24 | $6.6B | $1.5B |
股东权益ESSNVST
| Q4 25 | $5.5B | $3.1B | ||
| Q3 25 | $5.6B | $3.1B | ||
| Q2 25 | $5.6B | $3.1B | ||
| Q1 25 | $5.6B | $3.0B | ||
| Q4 24 | $5.5B | $2.9B | ||
| Q3 24 | $5.4B | $3.1B | ||
| Q2 24 | $5.5B | $3.0B | ||
| Q1 24 | $5.5B | $4.1B |
总资产ESSNVST
| Q4 25 | $13.2B | $5.7B | ||
| Q3 25 | $13.2B | $5.6B | ||
| Q2 25 | $13.2B | $5.7B | ||
| Q1 25 | $13.2B | $5.5B | ||
| Q4 24 | $12.9B | $5.4B | ||
| Q3 24 | $12.6B | $5.5B | ||
| Q2 24 | $12.5B | $5.4B | ||
| Q1 24 | $12.9B | $6.6B |
负债/权益比ESSNVST
| Q4 25 | — | 0.47× | ||
| Q3 25 | 1.15× | 0.47× | ||
| Q2 25 | 1.14× | 0.46× | ||
| Q1 25 | 1.22× | 0.47× | ||
| Q4 24 | — | 0.48× | ||
| Q3 24 | 1.18× | 0.46× | ||
| Q2 24 | 1.13× | 0.51× | ||
| Q1 24 | 1.19× | 0.36× |
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 | $108.0M |
| 自由现金流经营现金流 - 资本支出 | — | $91.7M |
| 自由现金流率自由现金流/营收 | — | 12.2% |
| 资本支出强度资本支出/营收 | — | 2.2% |
| 现金转化率经营现金流/净利润 | 12.53× | 3.28× |
| 过去12个月自由现金流最近4个季度 | — | $230.4M |
8季度趋势，按日历期对齐
经营现金流ESSNVST
| Q4 25 | $1.1B | $108.0M | ||
| Q3 25 | $342.6M | $78.7M | ||
| Q2 25 | $216.1M | $88.7M | ||
| Q1 25 | $281.5M | $300.0K | ||
| Q4 24 | $1.1B | $132.4M | ||
| Q3 24 | $316.2M | $70.7M | ||
| Q2 24 | $218.9M | $93.1M | ||
| Q1 24 | $314.9M | $40.3M |
自由现金流ESSNVST
| Q4 25 | — | $91.7M | ||
| Q3 25 | — | $67.9M | ||
| Q2 25 | — | $76.4M | ||
| Q1 25 | — | $-5.6M | ||
| Q4 24 | — | $123.8M | ||
| Q3 24 | — | $63.3M | ||
| Q2 24 | — | $86.3M | ||
| Q1 24 | — | $29.3M |
自由现金流率ESSNVST
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 10.1% | ||
| Q2 25 | — | 11.2% | ||
| Q1 25 | — | -0.9% | ||
| Q4 24 | — | 19.0% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | — | 13.6% | ||
| Q1 24 | — | 4.7% |
资本支出强度ESSNVST
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.1% | ||
| Q1 24 | — | 1.8% |
现金转化率ESSNVST
| Q4 25 | 12.53× | 3.28× | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | 3.36× | ||
| Q1 25 | 1.32× | 0.02× | ||
| Q4 24 | 3.54× | 110.33× | ||
| Q3 24 | 2.52× | 8.62× | ||
| Q2 24 | 2.21× | — | ||
| Q1 24 | 1.10× | 1.71× |
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
NVST
| Other | $375.8M | 50% |
| Specialty Productsand Technologies | $188.4M | 25% |
| Equipmentand Consumables | $186.4M | 25% |
