vs
Essex Property Trust（ESS）与OSI SYSTEMS INC（OSIS）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OSI SYSTEMS INC的1.0倍（$479.6M vs $464.1M），Essex Property Trust净利率更高（17.9% vs 8.3%，领先9.5%），OSI SYSTEMS INC同比增速更快（10.5% vs 5.5%），过去两年OSI SYSTEMS INC的营收复合增速更高（7.0% 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。
OSI系统公司是总部位于美国加利福尼亚州的企业，主营安全检测系统、医疗设备及光电器件三大业务板块，产品涵盖机场安检X光机、金属探测器、医疗监护与麻醉系统等，旗下拥有Spacelabs Healthcare、Rapiscan Systems、OSI Optoelectronics等子公司，全球员工规模约3180人。
ESS vs OSIS — 直观对比
营收规模更大
ESS
是对方的1.0倍
$464.1M
营收增速更快
OSIS
高出5.0%
5.5%
净利率更高
ESS
高出9.5%
8.3%
两年增速更快
OSIS
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $464.1M |
| 净利润 | $85.7M | $38.7M |
| 毛利率 | 70.0% | 32.7% |
| 营业利润率 | 31.7% | 12.7% |
| 净利率 | 17.9% | 8.3% |
| 营收同比 | 5.5% | 10.5% |
| 净利润同比 | -71.6% | 2.3% |
| 每股收益（稀释后） | $1.24 | $2.22 |
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ESSOSIS
| Q4 25 | $479.6M | $464.1M | ||
| Q3 25 | $473.3M | $384.6M | ||
| Q2 25 | $469.8M | $505.0M | ||
| Q1 25 | $464.6M | $444.4M | ||
| Q4 24 | $454.5M | $419.8M | ||
| Q3 24 | $450.7M | $344.0M | ||
| Q2 24 | $442.4M | $480.9M | ||
| Q1 24 | $426.9M | $405.4M |
净利润ESSOSIS
| Q4 25 | $85.7M | $38.7M | ||
| Q3 25 | $172.7M | $20.6M | ||
| Q2 25 | $231.5M | $52.7M | ||
| Q1 25 | $212.8M | $41.1M | ||
| Q4 24 | $301.7M | $37.8M | ||
| Q3 24 | $125.5M | $17.9M | ||
| Q2 24 | $99.0M | $44.7M | ||
| Q1 24 | $285.1M | $34.0M |
毛利率ESSOSIS
| Q4 25 | 70.0% | 32.7% | ||
| Q3 25 | 69.2% | 32.0% | ||
| Q2 25 | 70.7% | 33.3% | ||
| Q1 25 | 69.6% | 33.8% | ||
| Q4 24 | 70.0% | 35.1% | ||
| Q3 24 | 69.5% | 35.3% | ||
| Q2 24 | 70.8% | 32.1% | ||
| Q1 24 | 69.7% | 33.6% |
营业利润率ESSOSIS
| Q4 25 | 31.7% | 12.7% | ||
| Q3 25 | 44.5% | 8.6% | ||
| Q2 25 | 59.5% | 14.5% | ||
| Q1 25 | 55.3% | 12.7% | ||
| Q4 24 | 67.0% | 13.8% | ||
| Q3 24 | 28.6% | 8.8% | ||
| Q2 24 | 31.1% | 13.1% | ||
| Q1 24 | 31.0% | 12.7% |
净利率ESSOSIS
| Q4 25 | 17.9% | 8.3% | ||
| Q3 25 | 36.5% | 5.3% | ||
| Q2 25 | 49.3% | 10.4% | ||
| Q1 25 | 45.8% | 9.3% | ||
| Q4 24 | 66.4% | 9.0% | ||
| Q3 24 | 27.8% | 5.2% | ||
| Q2 24 | 22.4% | 9.3% | ||
| Q1 24 | 66.8% | 8.4% |
每股收益（稀释后）ESSOSIS
| Q4 25 | $1.24 | $2.22 | ||
| Q3 25 | $2.56 | $1.18 | ||
| Q2 25 | $3.44 | $3.04 | ||
| Q1 25 | $3.16 | $2.40 | ||
| Q4 24 | $4.00 | $2.22 | ||
| Q3 24 | $1.84 | $1.05 | ||
| Q2 24 | $1.45 | $2.57 | ||
| Q1 24 | $4.25 | $1.95 |
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 | $336.7M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $5.5B | $845.5M |
| 总资产 | $13.2B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资ESSOSIS
| Q4 25 | $76.2M | $336.7M | ||
| Q3 25 | $66.0M | $124.4M | ||
| Q2 25 | $58.7M | $106.4M | ||
| Q1 25 | $98.7M | $95.8M | ||
| Q4 24 | $66.8M | $101.6M | ||
| Q3 24 | $71.3M | $85.1M | ||
| Q2 24 | $55.2M | $95.4M | ||
| Q1 24 | $499.0M | $101.4M |
总债务ESSOSIS
| Q4 25 | — | $1.0B | ||
| Q3 25 | $6.4B | $442.2M | ||
| Q2 25 | $6.4B | $471.6M | ||
| Q1 25 | $6.8B | $473.2M | ||
| Q4 24 | — | $474.8M | ||
| Q3 24 | $6.4B | $476.3M | ||
| Q2 24 | $6.2B | $137.6M | ||
| Q1 24 | $6.6B | — |
股东权益ESSOSIS
| Q4 25 | $5.5B | $845.5M | ||
| Q3 25 | $5.6B | $946.0M | ||
| Q2 25 | $5.6B | $951.1M | ||
| Q1 25 | $5.6B | $879.3M | ||
| Q4 24 | $5.5B | $825.8M | ||
| Q3 24 | $5.4B | $786.5M | ||
| Q2 24 | $5.5B | $863.5M | ||
| Q1 24 | $5.5B | $813.4M |
总资产ESSOSIS
| Q4 25 | $13.2B | $2.5B | ||
| Q3 25 | $13.2B | $2.3B | ||
| Q2 25 | $13.2B | $2.2B | ||
| Q1 25 | $13.2B | $2.1B | ||
| Q4 24 | $12.9B | $2.1B | ||
| Q3 24 | $12.6B | $2.1B | ||
| Q2 24 | $12.5B | $1.9B | ||
| Q1 24 | $12.9B | $1.8B |
负债/权益比ESSOSIS
| Q4 25 | — | 1.19× | ||
| Q3 25 | 1.15× | 0.47× | ||
| Q2 25 | 1.14× | 0.50× | ||
| Q1 25 | 1.22× | 0.54× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | 1.18× | 0.61× | ||
| Q2 24 | 1.13× | 0.16× | ||
| 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 | $62.2M |
| 自由现金流经营现金流 - 资本支出 | — | $55.5M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | 12.53× | 1.61× |
| 过去12个月自由现金流最近4个季度 | — | $137.2M |
8季度趋势，按日历期对齐
经营现金流ESSOSIS
| Q4 25 | $1.1B | $62.2M | ||
| Q3 25 | $342.6M | $17.1M | ||
| Q2 25 | $216.1M | $562.0K | ||
| Q1 25 | $281.5M | $81.6M | ||
| Q4 24 | $1.1B | $52.5M | ||
| Q3 24 | $316.2M | $-37.2M | ||
| Q2 24 | $218.9M | $-29.0M | ||
| Q1 24 | $314.9M | $-52.1M |
自由现金流ESSOSIS
| Q4 25 | — | $55.5M | ||
| Q3 25 | — | $10.1M | ||
| Q2 25 | — | $-5.6M | ||
| Q1 25 | — | $77.1M | ||
| Q4 24 | — | $47.1M | ||
| Q3 24 | — | $-44.9M | ||
| Q2 24 | — | $-37.5M | ||
| Q1 24 | — | $-57.0M |
自由现金流率ESSOSIS
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | -1.1% | ||
| Q1 25 | — | 17.4% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | -13.0% | ||
| Q2 24 | — | -7.8% | ||
| Q1 24 | — | -14.1% |
资本支出强度ESSOSIS
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 1.8% | ||
| Q1 24 | — | 1.2% |
现金转化率ESSOSIS
| Q4 25 | 12.53× | 1.61× | ||
| Q3 25 | 1.98× | 0.83× | ||
| Q2 25 | 0.93× | 0.01× | ||
| Q1 25 | 1.32× | 1.98× | ||
| Q4 24 | 3.54× | 1.39× | ||
| Q3 24 | 2.52× | -2.07× | ||
| Q2 24 | 2.21× | -0.65× | ||
| Q1 24 | 1.10× | -1.53× |
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
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
