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Essex Property Trust(ESS)与Quanex Building Products CORP(NX)财务数据对比。点击上方公司名可切换其他公司
Quanex Building Products CORP的季度营收约是Essex Property Trust的1.0倍($495.3M vs $479.6M),Essex Property Trust净利率更高(17.9% vs -55.7%,领先73.6%),Quanex Building Products CORP同比增速更快(76.7% vs 5.5%),过去两年Quanex Building Products CORP的营收复合增速更高(29.5% 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。
Quanex Building Products是一家工程建筑组件及材料制造商,核心产品包括中空玻璃间隔条、门窗系统、橱柜及家具部件,服务北美、欧洲的住宅及商业建筑市场,主打节能可持续的建筑解决方案。
ESS vs NX — 直观对比
营收规模更大
NX
是对方的1.0倍
$479.6M
营收增速更快
NX
高出71.1%
5.5%
净利率更高
ESS
高出73.6%
-55.7%
两年增速更快
NX
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $479.6M | $495.3M |
| 净利润 | $85.7M | $-276.0M |
| 毛利率 | 70.0% | 27.9% |
| 营业利润率 | 31.7% | -54.7% |
| 净利率 | 17.9% | -55.7% |
| 营收同比 | 5.5% | 76.7% |
| 净利润同比 | -71.6% | -1188.8% |
| 每股收益(稀释后) | $1.24 | $-6.04 |
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
ESS
NX
| Q4 25 | $479.6M | — | ||
| Q3 25 | $473.3M | $495.3M | ||
| Q2 25 | $469.8M | $452.5M | ||
| Q1 25 | $464.6M | $400.0M | ||
| Q4 24 | $454.5M | $492.2M | ||
| Q3 24 | $450.7M | $280.3M | ||
| Q2 24 | $442.4M | $266.2M | ||
| Q1 24 | $426.9M | $239.2M |
净利润
ESS
NX
| Q4 25 | $85.7M | — | ||
| Q3 25 | $172.7M | $-276.0M | ||
| Q2 25 | $231.5M | $20.5M | ||
| Q1 25 | $212.8M | $-14.9M | ||
| Q4 24 | $301.7M | $-13.9M | ||
| Q3 24 | $125.5M | $25.4M | ||
| Q2 24 | $99.0M | $15.4M | ||
| Q1 24 | $285.1M | $6.2M |
毛利率
ESS
NX
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | 27.9% | ||
| Q2 25 | 70.7% | 29.0% | ||
| Q1 25 | 69.6% | 23.1% | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.5% | 25.3% | ||
| Q2 24 | 70.8% | 24.9% | ||
| Q1 24 | 69.7% | 21.5% |
营业利润率
ESS
NX
| Q4 25 | 31.7% | — | ||
| Q3 25 | 44.5% | -54.7% | ||
| Q2 25 | 59.5% | 9.0% | ||
| Q1 25 | 55.3% | -1.7% | ||
| Q4 24 | 67.0% | 0.6% | ||
| Q3 24 | 28.6% | 8.4% | ||
| Q2 24 | 31.1% | 7.8% | ||
| Q1 24 | 31.0% | 3.3% |
净利率
ESS
NX
| Q4 25 | 17.9% | — | ||
| Q3 25 | 36.5% | -55.7% | ||
| Q2 25 | 49.3% | 4.5% | ||
| Q1 25 | 45.8% | -3.7% | ||
| Q4 24 | 66.4% | -2.8% | ||
| Q3 24 | 27.8% | 9.0% | ||
| Q2 24 | 22.4% | 5.8% | ||
| Q1 24 | 66.8% | 2.6% |
每股收益(稀释后)
ESS
NX
| Q4 25 | $1.24 | — | ||
| Q3 25 | $2.56 | $-6.04 | ||
| Q2 25 | $3.44 | $0.44 | ||
| Q1 25 | $3.16 | $-0.32 | ||
| Q4 24 | $4.00 | $-0.52 | ||
| Q3 24 | $1.84 | $0.77 | ||
| Q2 24 | $1.45 | $0.46 | ||
| Q1 24 | $4.25 | $0.19 |
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 | $66.3M |
| 总债务越低越好 | — | $695.6M |
| 股东权益账面价值 | $5.5B | $717.4M |
| 总资产 | $13.2B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.97× |
8季度趋势,按日历期对齐
现金及短期投资
ESS
NX
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | $66.3M | ||
| Q2 25 | $58.7M | $62.6M | ||
| Q1 25 | $98.7M | $50.0M | ||
| Q4 24 | $66.8M | $97.7M | ||
| Q3 24 | $71.3M | $94.0M | ||
| Q2 24 | $55.2M | $56.1M | ||
| Q1 24 | $499.0M | $44.4M |
总债务
ESS
NX
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | $695.6M | ||
| Q2 25 | $6.4B | $746.4M | ||
| Q1 25 | $6.8B | $725.2M | ||
| Q4 24 | — | $737.2M | ||
| Q3 24 | $6.4B | $51.4M | ||
| Q2 24 | $6.2B | $51.5M | ||
| Q1 24 | $6.6B | $61.6M |
股东权益
ESS
NX
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.6B | $717.4M | ||
| Q2 25 | $5.6B | $1.0B | ||
| Q1 25 | $5.6B | $972.1M | ||
| Q4 24 | $5.5B | $1.0B | ||
| Q3 24 | $5.4B | $594.1M | ||
| Q2 24 | $5.5B | $566.1M | ||
| Q1 24 | $5.5B | $555.0M |
总资产
ESS
NX
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.2B | $2.0B | ||
| Q2 25 | $13.2B | $2.3B | ||
| Q1 25 | $13.2B | $2.2B | ||
| Q4 24 | $12.9B | $2.3B | ||
| Q3 24 | $12.6B | $872.5M | ||
| Q2 24 | $12.5B | $837.2M | ||
| Q1 24 | $12.9B | $813.4M |
负债/权益比
ESS
NX
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | 0.97× | ||
| Q2 25 | 1.14× | 0.75× | ||
| Q1 25 | 1.22× | 0.75× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | 1.18× | 0.09× | ||
| Q2 24 | 1.13× | 0.09× | ||
| Q1 24 | 1.19× | 0.11× |
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 | $60.7M |
| 自由现金流经营现金流 - 资本支出 | — | $46.2M |
| 自由现金流率自由现金流/营收 | — | 9.3% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 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 | — | $27.5M |
8季度趋势,按日历期对齐
经营现金流
ESS
NX
| Q4 25 | $1.1B | — | ||
| Q3 25 | $342.6M | $60.7M | ||
| Q2 25 | $216.1M | $28.5M | ||
| Q1 25 | $281.5M | $-12.5M | ||
| Q4 24 | $1.1B | $5.5M | ||
| Q3 24 | $316.2M | $46.4M | ||
| Q2 24 | $218.9M | $33.1M | ||
| Q1 24 | $314.9M | $3.9M |
自由现金流
ESS
NX
| Q4 25 | — | — | ||
| Q3 25 | — | $46.2M | ||
| Q2 25 | — | $13.6M | ||
| Q1 25 | — | $-24.1M | ||
| Q4 24 | — | $-8.2M | ||
| Q3 24 | — | $40.1M | ||
| Q2 24 | — | $25.5M | ||
| Q1 24 | — | $-5.7M |
自由现金流率
ESS
NX
| Q4 25 | — | — | ||
| Q3 25 | — | 9.3% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | -6.0% | ||
| Q4 24 | — | -1.7% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 9.6% | ||
| Q1 24 | — | -2.4% |
资本支出强度
ESS
NX
| Q4 25 | — | — | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 2.8% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 2.9% | ||
| Q1 24 | — | 4.0% |
现金转化率
ESS
NX
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | 1.39× | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | 1.83× | ||
| Q2 24 | 2.21× | 2.15× | ||
| Q1 24 | 1.10× | 0.62× |
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
NX
| Window And Door Hardware | $150.3M | 30% |
| Screens | $76.8M | 16% |
| Window Profiles | $68.2M | 14% |
| Spacers | $54.7M | 11% |
| Wood Solutions | $53.4M | 11% |
| Seals And Gaskets | $29.9M | 6% |
| Access Solutions | $27.4M | 6% |
| Mixing Solution | $21.5M | 4% |
| Solar | $5.3M | 1% |
| Product Type Other | $3.3M | 1% |