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Essex Property Trust（ESS）与PHIBRO ANIMAL HEALTH CORP（PAHC）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PHIBRO ANIMAL HEALTH CORP的1.3倍（$479.6M vs $373.9M），Essex Property Trust净利率更高（17.9% vs 7.3%，领先10.5%），PHIBRO ANIMAL HEALTH CORP同比增速更快（20.9% vs 5.5%），过去两年PHIBRO ANIMAL HEALTH CORP的营收复合增速更高（19.2% 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。
菲宝罗动物保健公司是一家美国动物健康与矿物质营养企业，主营产品涵盖抗菌药、抗球虫药、驱虫药，以及畜禽营养补充剂、疫苗等。公司下设矿物质营养、功能材料、动物健康三大业务板块，收入主要来源于上述板块，业务遍及美国、拉美、加拿大、欧洲、中东、非洲及亚太地区。
ESS vs PAHC — 直观对比
营收规模更大
ESS
是对方的1.3倍
$373.9M
营收增速更快
PAHC
高出15.4%
5.5%
净利率更高
ESS
高出10.5%
7.3%
两年增速更快
PAHC
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $373.9M |
| 净利润 | $85.7M | $27.5M |
| 毛利率 | 70.0% | 35.5% |
| 营业利润率 | 31.7% | 13.5% |
| 净利率 | 17.9% | 7.3% |
| 营收同比 | 5.5% | 20.9% |
| 净利润同比 | -71.6% | 762.1% |
| 每股收益（稀释后） | $1.24 | $0.67 |
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ESSPAHC
| Q4 25 | $479.6M | $373.9M | ||
| Q3 25 | $473.3M | $363.9M | ||
| Q2 25 | $469.8M | $378.7M | ||
| Q1 25 | $464.6M | $347.8M | ||
| Q4 24 | $454.5M | $309.3M | ||
| Q3 24 | $450.7M | $260.4M | ||
| Q2 24 | $442.4M | $273.2M | ||
| Q1 24 | $426.9M | $263.2M |
净利润ESSPAHC
| Q4 25 | $85.7M | $27.5M | ||
| Q3 25 | $172.7M | $26.5M | ||
| Q2 25 | $231.5M | $17.2M | ||
| Q1 25 | $212.8M | $20.9M | ||
| Q4 24 | $301.7M | $3.2M | ||
| Q3 24 | $125.5M | $7.0M | ||
| Q2 24 | $99.0M | $752.0K | ||
| Q1 24 | $285.1M | $8.4M |
毛利率ESSPAHC
| Q4 25 | 70.0% | 35.5% | ||
| Q3 25 | 69.2% | 32.9% | ||
| Q2 25 | 70.7% | 29.0% | ||
| Q1 25 | 69.6% | 30.1% | ||
| Q4 24 | 70.0% | 32.9% | ||
| Q3 24 | 69.5% | 32.1% | ||
| Q2 24 | 70.8% | 31.9% | ||
| Q1 24 | 69.7% | 30.2% |
营业利润率ESSPAHC
| Q4 25 | 31.7% | 13.5% | ||
| Q3 25 | 44.5% | 14.1% | ||
| Q2 25 | 59.5% | 8.9% | ||
| Q1 25 | 55.3% | 9.6% | ||
| Q4 24 | 67.0% | 8.3% | ||
| Q3 24 | 28.6% | 6.8% | ||
| Q2 24 | 31.1% | 6.7% | ||
| Q1 24 | 31.0% | 7.6% |
净利率ESSPAHC
| Q4 25 | 17.9% | 7.3% | ||
| Q3 25 | 36.5% | 7.3% | ||
| Q2 25 | 49.3% | 4.5% | ||
| Q1 25 | 45.8% | 6.0% | ||
| Q4 24 | 66.4% | 1.0% | ||
| Q3 24 | 27.8% | 2.7% | ||
| Q2 24 | 22.4% | 0.3% | ||
| Q1 24 | 66.8% | 3.2% |
每股收益（稀释后）ESSPAHC
| Q4 25 | $1.24 | $0.67 | ||
| Q3 25 | $2.56 | $0.65 | ||
| Q2 25 | $3.44 | $0.43 | ||
| Q1 25 | $3.16 | $0.51 | ||
| Q4 24 | $4.00 | $0.08 | ||
| Q3 24 | $1.84 | $0.17 | ||
| Q2 24 | $1.45 | $0.02 | ||
| Q1 24 | $4.25 | $0.21 |
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 | $74.5M |
| 总债务越低越好 | — | $624.2M |
| 股东权益账面价值 | $5.5B | $332.4M |
| 总资产 | $13.2B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 1.88× |
8季度趋势，按日历期对齐
现金及短期投资ESSPAHC
| Q4 25 | $76.2M | $74.5M | ||
| Q3 25 | $66.0M | $85.3M | ||
| Q2 25 | $58.7M | $77.0M | ||
| Q1 25 | $98.7M | $70.4M | ||
| Q4 24 | $66.8M | $67.1M | ||
| Q3 24 | $71.3M | $89.8M | ||
| Q2 24 | $55.2M | $114.6M | ||
| Q1 24 | $499.0M | $98.7M |
总债务ESSPAHC
| Q4 25 | — | $624.2M | ||
| Q3 25 | $6.4B | $628.0M | ||
| Q2 25 | $6.4B | $631.7M | ||
| Q1 25 | $6.8B | $635.4M | ||
| Q4 24 | — | $639.1M | ||
| Q3 24 | $6.4B | $295.2M | ||
| Q2 24 | $6.2B | $312.1M | ||
| Q1 24 | $6.6B | — |
股东权益ESSPAHC
| Q4 25 | $5.5B | $332.4M | ||
| Q3 25 | $5.6B | $311.7M | ||
| Q2 25 | $5.6B | $285.7M | ||
| Q1 25 | $5.6B | $266.0M | ||
| Q4 24 | $5.5B | $246.8M | ||
| Q3 24 | $5.4B | $258.5M | ||
| Q2 24 | $5.5B | $256.6M | ||
| Q1 24 | $5.5B | $270.1M |
总资产ESSPAHC
| Q4 25 | $13.2B | $1.4B | ||
| Q3 25 | $13.2B | $1.4B | ||
| Q2 25 | $13.2B | $1.4B | ||
| Q1 25 | $13.2B | $1.3B | ||
| Q4 24 | $12.9B | $1.3B | ||
| Q3 24 | $12.6B | $966.3M | ||
| Q2 24 | $12.5B | $982.2M | ||
| Q1 24 | $12.9B | $979.0M |
负债/权益比ESSPAHC
| Q4 25 | — | 1.88× | ||
| Q3 25 | 1.15× | 2.01× | ||
| Q2 25 | 1.14× | 2.21× | ||
| Q1 25 | 1.22× | 2.39× | ||
| Q4 24 | — | 2.59× | ||
| Q3 24 | 1.18× | 1.14× | ||
| Q2 24 | 1.13× | 1.22× | ||
| 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 | $19.4M |
| 自由现金流经营现金流 - 资本支出 | — | $8.3M |
| 自由现金流率自由现金流/营收 | — | 2.2% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | 12.53× | 0.70× |
| 过去12个月自由现金流最近4个季度 | — | $47.3M |
8季度趋势，按日历期对齐
经营现金流ESSPAHC
| Q4 25 | $1.1B | $19.4M | ||
| Q3 25 | $342.6M | $9.3M | ||
| Q2 25 | $216.1M | $21.3M | ||
| Q1 25 | $281.5M | $43.2M | ||
| Q4 24 | $1.1B | $3.1M | ||
| Q3 24 | $316.2M | $12.6M | ||
| Q2 24 | $218.9M | $28.4M | ||
| Q1 24 | $314.9M | $11.4M |
自由现金流ESSPAHC
| Q4 25 | — | $8.3M | ||
| Q3 25 | — | $-4.5M | ||
| Q2 25 | — | $8.1M | ||
| Q1 25 | — | $35.4M | ||
| Q4 24 | — | $-4.7M | ||
| Q3 24 | — | $3.0M | ||
| Q2 24 | — | $15.4M | ||
| Q1 24 | — | $1.7M |
自由现金流率ESSPAHC
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | -1.2% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 5.6% | ||
| Q1 24 | — | 0.6% |
资本支出强度ESSPAHC
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 4.8% | ||
| Q1 24 | — | 3.7% |
现金转化率ESSPAHC
| Q4 25 | 12.53× | 0.70× | ||
| Q3 25 | 1.98× | 0.35× | ||
| Q2 25 | 0.93× | 1.24× | ||
| Q1 25 | 1.32× | 2.07× | ||
| Q4 24 | 3.54× | 0.97× | ||
| Q3 24 | 2.52× | 1.81× | ||
| Q2 24 | 2.21× | 37.80× | ||
| Q1 24 | 1.10× | 1.36× |
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
PAHC
| Medicated Feed Additives And Others | $202.1M | 54% |
| Mineral Nutrition | $68.9M | 18% |
| Nutritional Specialties | $50.2M | 13% |
| Vaccines | $37.6M | 10% |
| Performance Products | $15.0M | 4% |
