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Essex Property Trust（ESS）与必能宝（PBI）财务数据对比。点击上方公司名可切换其他公司
Essex Property Trust的季度营收约是必能宝的1.0倍（$479.6M vs $477.6M），Essex Property Trust净利率更高（17.9% vs 5.7%，领先12.2%），Essex Property Trust同比增速更快（5.5% vs -7.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -4.3%）
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。
必能宝（Pitney Bowes）是全球知名科技与物流服务商，提供电商配送、邮寄处理、订单履约及客户信息管理解决方案，服务零售、金融、医疗、政府等领域的各类大中小企业客户，助力企业优化物流配送与客户运营效率。
ESS vs PBI — 直观对比
营收规模更大
ESS
是对方的1.0倍
$477.6M
营收增速更快
ESS
高出13.0%
-7.5%
净利率更高
ESS
高出12.2%
5.7%
两年增速更快
ESS
近两年复合增速
-4.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $477.6M |
| 净利润 | $85.7M | $27.3M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 8.0% |
| 净利率 | 17.9% | 5.7% |
| 营收同比 | 5.5% | -7.5% |
| 净利润同比 | -71.6% | 173.1% |
| 每股收益（稀释后） | $1.24 | $0.18 |
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ESSPBI
| Q4 25 | $479.6M | $477.6M | ||
| Q3 25 | $473.3M | $459.7M | ||
| Q2 25 | $469.8M | $461.9M | ||
| Q1 25 | $464.6M | $493.4M | ||
| Q4 24 | $454.5M | $516.1M | ||
| Q3 24 | $450.7M | $499.5M | ||
| Q2 24 | $442.4M | $489.7M | ||
| Q1 24 | $426.9M | $521.3M |
净利润ESSPBI
| Q4 25 | $85.7M | $27.3M | ||
| Q3 25 | $172.7M | $52.0M | ||
| Q2 25 | $231.5M | $30.0M | ||
| Q1 25 | $212.8M | $35.4M | ||
| Q4 24 | $301.7M | $-37.4M | ||
| Q3 24 | $125.5M | $-138.5M | ||
| Q2 24 | $99.0M | $-24.9M | ||
| Q1 24 | $285.1M | $-2.9M |
毛利率ESSPBI
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | — | ||
| Q2 25 | 70.7% | — | ||
| Q1 25 | 69.6% | — | ||
| Q4 24 | 70.0% | 53.8% | ||
| Q3 24 | 69.5% | 52.4% | ||
| Q2 24 | 70.8% | 51.1% | ||
| Q1 24 | 69.7% | 52.3% |
营业利润率ESSPBI
| Q4 25 | 31.7% | 8.0% | ||
| Q3 25 | 44.5% | 14.8% | ||
| Q2 25 | 59.5% | 8.5% | ||
| Q1 25 | 55.3% | 9.5% | ||
| Q4 24 | 67.0% | -9.3% | ||
| Q3 24 | 28.6% | -8.8% | ||
| Q2 24 | 31.1% | -1.6% | ||
| Q1 24 | 31.0% | 9.1% |
净利率ESSPBI
| Q4 25 | 17.9% | 5.7% | ||
| Q3 25 | 36.5% | 11.3% | ||
| Q2 25 | 49.3% | 6.5% | ||
| Q1 25 | 45.8% | 7.2% | ||
| Q4 24 | 66.4% | -7.2% | ||
| Q3 24 | 27.8% | -27.7% | ||
| Q2 24 | 22.4% | -5.1% | ||
| Q1 24 | 66.8% | -0.6% |
每股收益（稀释后）ESSPBI
| Q4 25 | $1.24 | $0.18 | ||
| Q3 25 | $2.56 | $0.30 | ||
| Q2 25 | $3.44 | $0.17 | ||
| Q1 25 | $3.16 | $0.19 | ||
| Q4 24 | $4.00 | $-0.21 | ||
| Q3 24 | $1.84 | $-0.75 | ||
| Q2 24 | $1.45 | $-0.14 | ||
| Q1 24 | $4.25 | $-0.02 |
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 | $297.1M |
| 总债务越低越好 | — | $2.0B |
| 股东权益账面价值 | $5.5B | $-802.4M |
| 总资产 | $13.2B | $3.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ESSPBI
| Q4 25 | $76.2M | $297.1M | ||
| Q3 25 | $66.0M | $336.0M | ||
| Q2 25 | $58.7M | $300.8M | ||
| Q1 25 | $98.7M | $340.0M | ||
| Q4 24 | $66.8M | $486.1M | ||
| Q3 24 | $71.3M | $575.5M | ||
| Q2 24 | $55.2M | $612.0M | ||
| Q1 24 | $499.0M | $538.0M |
总债务ESSPBI
| Q4 25 | — | $2.0B | ||
| Q3 25 | $6.4B | $2.1B | ||
| Q2 25 | $6.4B | $1.9B | ||
| Q1 25 | $6.8B | $1.9B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | $6.4B | $2.1B | ||
| Q2 24 | $6.2B | $2.1B | ||
| Q1 24 | $6.6B | $2.1B |
股东权益ESSPBI
| Q4 25 | $5.5B | $-802.4M | ||
| Q3 25 | $5.6B | $-661.5M | ||
| Q2 25 | $5.6B | $-536.8M | ||
| Q1 25 | $5.6B | $-535.9M | ||
| Q4 24 | $5.5B | $-578.4M | ||
| Q3 24 | $5.4B | $-518.9M | ||
| Q2 24 | $5.5B | $-427.9M | ||
| Q1 24 | $5.5B | $-392.4M |
总资产ESSPBI
| Q4 25 | $13.2B | $3.2B | ||
| Q3 25 | $13.2B | $3.3B | ||
| Q2 25 | $13.2B | $3.2B | ||
| Q1 25 | $13.2B | $3.3B | ||
| Q4 24 | $12.9B | $3.4B | ||
| Q3 24 | $12.6B | $3.6B | ||
| Q2 24 | $12.5B | $4.1B | ||
| Q1 24 | $12.9B | $4.1B |
负债/权益比ESSPBI
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | — | ||
| 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 | $221.7M |
| 自由现金流经营现金流 - 资本支出 | — | $201.4M |
| 自由现金流率自由现金流/营收 | — | 42.2% |
| 资本支出强度资本支出/营收 | — | 4.2% |
| 现金转化率经营现金流/净利润 | 12.53× | 8.11× |
| 过去12个月自由现金流最近4个季度 | — | $317.0M |
8季度趋势，按日历期对齐
经营现金流ESSPBI
| Q4 25 | $1.1B | $221.7M | ||
| Q3 25 | $342.6M | $66.8M | ||
| Q2 25 | $216.1M | $111.4M | ||
| Q1 25 | $281.5M | $-16.7M | ||
| Q4 24 | $1.1B | $134.5M | ||
| Q3 24 | $316.2M | $14.7M | ||
| Q2 24 | $218.9M | $92.6M | ||
| Q1 24 | $314.9M | $-12.6M |
自由现金流ESSPBI
| Q4 25 | — | $201.4M | ||
| Q3 25 | — | $51.1M | ||
| Q2 25 | — | $98.0M | ||
| Q1 25 | — | $-33.6M | ||
| Q4 24 | — | $112.3M | ||
| Q3 24 | — | $-4.7M | ||
| Q2 24 | — | $76.1M | ||
| Q1 24 | — | $-26.9M |
自由现金流率ESSPBI
| Q4 25 | — | 42.2% | ||
| Q3 25 | — | 11.1% | ||
| Q2 25 | — | 21.2% | ||
| Q1 25 | — | -6.8% | ||
| Q4 24 | — | 21.8% | ||
| Q3 24 | — | -0.9% | ||
| Q2 24 | — | 15.5% | ||
| Q1 24 | — | -5.2% |
资本支出强度ESSPBI
| Q4 25 | — | 4.2% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | — | 3.9% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | — | 2.7% |
现金转化率ESSPBI
| Q4 25 | 12.53× | 8.11× | ||
| Q3 25 | 1.98× | 1.29× | ||
| Q2 25 | 0.93× | 3.72× | ||
| Q1 25 | 1.32× | -0.47× | ||
| 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
PBI
| Sales And Services | $218.4M | 46% |
| Presort Services | $159.7M | 33% |
| Financing And Other | $79.0M | 17% |
| Other | $20.5M | 4% |
