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Essex Property Trust(ESS)与POWELL INDUSTRIES INC(POWL)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POWELL INDUSTRIES INC的1.9倍($479.6M vs $251.2M),Essex Property Trust净利率更高(17.9% vs 16.5%,领先1.4%),Essex Property Trust同比增速更快(5.5% vs 4.0%),过去两年Essex Property Trust的营收复合增速更高(6.0% vs -0.8%)
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。
Powell Industries Inc.成立于1947年,总部位于美国得克萨斯州休斯敦,是专业的电气设备及集成封装解决方案供应商,产品主要面向工商业市场,用于电力配送环节的监测与控制。
ESS vs POWL — 直观对比
营收规模更大
ESS
是对方的1.9倍
$251.2M
营收增速更快
ESS
高出1.5%
4.0%
净利率更高
ESS
高出1.4%
16.5%
两年增速更快
ESS
近两年复合增速
-0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $479.6M | $251.2M |
| 净利润 | $85.7M | $41.4M |
| 毛利率 | 70.0% | 28.4% |
| 营业利润率 | 31.7% | 17.0% |
| 净利率 | 17.9% | 16.5% |
| 营收同比 | 5.5% | 4.0% |
| 净利润同比 | -71.6% | 19.1% |
| 每股收益(稀释后) | $1.24 | $3.40 |
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
POWL
| Q4 25 | $479.6M | $251.2M | ||
| Q3 25 | $473.3M | $298.0M | ||
| Q2 25 | $469.8M | $286.3M | ||
| Q1 25 | $464.6M | $278.6M | ||
| Q4 24 | $454.5M | $241.4M | ||
| Q3 24 | $450.7M | $275.1M | ||
| Q2 24 | $442.4M | $288.2M | ||
| Q1 24 | $426.9M | $255.1M |
净利润
ESS
POWL
| Q4 25 | $85.7M | $41.4M | ||
| Q3 25 | $172.7M | $51.4M | ||
| Q2 25 | $231.5M | $48.2M | ||
| Q1 25 | $212.8M | $46.3M | ||
| Q4 24 | $301.7M | $34.8M | ||
| Q3 24 | $125.5M | $46.1M | ||
| Q2 24 | $99.0M | $46.2M | ||
| Q1 24 | $285.1M | $33.5M |
毛利率
ESS
POWL
| Q4 25 | 70.0% | 28.4% | ||
| Q3 25 | 69.2% | 31.4% | ||
| Q2 25 | 70.7% | 30.7% | ||
| Q1 25 | 69.6% | 29.9% | ||
| Q4 24 | 70.0% | 24.7% | ||
| Q3 24 | 69.5% | 29.2% | ||
| Q2 24 | 70.8% | 28.4% | ||
| Q1 24 | 69.7% | 24.6% |
营业利润率
ESS
POWL
| Q4 25 | 31.7% | 17.0% | ||
| Q3 25 | 44.5% | 21.2% | ||
| Q2 25 | 59.5% | 21.0% | ||
| Q1 25 | 55.3% | 21.1% | ||
| Q4 24 | 67.0% | 14.7% | ||
| Q3 24 | 28.6% | 20.4% | ||
| Q2 24 | 31.1% | 19.9% | ||
| Q1 24 | 31.0% | 15.5% |
净利率
ESS
POWL
| Q4 25 | 17.9% | 16.5% | ||
| Q3 25 | 36.5% | 17.3% | ||
| Q2 25 | 49.3% | 16.8% | ||
| Q1 25 | 45.8% | 16.6% | ||
| Q4 24 | 66.4% | 14.4% | ||
| Q3 24 | 27.8% | 16.7% | ||
| Q2 24 | 22.4% | 16.0% | ||
| Q1 24 | 66.8% | 13.1% |
每股收益(稀释后)
ESS
POWL
| Q4 25 | $1.24 | $3.40 | ||
| Q3 25 | $2.56 | $4.23 | ||
| Q2 25 | $3.44 | $3.96 | ||
| Q1 25 | $3.16 | $3.81 | ||
| Q4 24 | $4.00 | $2.86 | ||
| Q3 24 | $1.84 | $3.77 | ||
| Q2 24 | $1.45 | $3.79 | ||
| Q1 24 | $4.25 | $2.75 |
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 | $500.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $668.9M |
| 总资产 | $13.2B | $1.1B |
| 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
ESS
POWL
| Q4 25 | $76.2M | $500.8M | ||
| Q3 25 | $66.0M | $475.5M | ||
| Q2 25 | $58.7M | $433.0M | ||
| Q1 25 | $98.7M | $389.3M | ||
| Q4 24 | $66.8M | $373.4M | ||
| Q3 24 | $71.3M | $358.4M | ||
| Q2 24 | $55.2M | $374.0M | ||
| Q1 24 | $499.0M | $365.3M |
总债务
ESS
POWL
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.6B | — |
股东权益
ESS
POWL
| Q4 25 | $5.5B | $668.9M | ||
| Q3 25 | $5.6B | $640.8M | ||
| Q2 25 | $5.6B | $594.9M | ||
| Q1 25 | $5.6B | $541.4M | ||
| Q4 24 | $5.5B | $496.3M | ||
| Q3 24 | $5.4B | $483.1M | ||
| Q2 24 | $5.5B | $436.7M | ||
| Q1 24 | $5.5B | $393.8M |
总资产
ESS
POWL
| Q4 25 | $13.2B | $1.1B | ||
| Q3 25 | $13.2B | $1.1B | ||
| Q2 25 | $13.2B | $1.0B | ||
| Q1 25 | $13.2B | $965.4M | ||
| Q4 24 | $12.9B | $912.7M | ||
| Q3 24 | $12.6B | $928.2M | ||
| Q2 24 | $12.5B | $869.0M | ||
| Q1 24 | $12.9B | $849.6M |
负债/权益比
ESS
POWL
| 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 | $43.6M |
| 自由现金流经营现金流 - 资本支出 | — | $41.6M |
| 自由现金流率自由现金流/营收 | — | 16.6% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | 12.53× | 1.05× |
| 过去12个月自由现金流最近4个季度 | — | $161.5M |
8季度趋势,按日历期对齐
经营现金流
ESS
POWL
| Q4 25 | $1.1B | $43.6M | ||
| Q3 25 | $342.6M | $61.1M | ||
| Q2 25 | $216.1M | $47.4M | ||
| Q1 25 | $281.5M | $22.4M | ||
| Q4 24 | $1.1B | $37.1M | ||
| Q3 24 | $316.2M | $-6.0M | ||
| Q2 24 | $218.9M | $13.8M | ||
| Q1 24 | $314.9M | $17.0M |
自由现金流
ESS
POWL
| Q4 25 | — | $41.6M | ||
| Q3 25 | — | $59.3M | ||
| Q2 25 | — | $42.3M | ||
| Q1 25 | — | $18.3M | ||
| Q4 24 | — | $34.9M | ||
| Q3 24 | — | $-14.4M | ||
| Q2 24 | — | $12.4M | ||
| Q1 24 | — | $16.1M |
自由现金流率
ESS
POWL
| Q4 25 | — | 16.6% | ||
| Q3 25 | — | 19.9% | ||
| Q2 25 | — | 14.8% | ||
| Q1 25 | — | 6.6% | ||
| Q4 24 | — | 14.4% | ||
| Q3 24 | — | -5.3% | ||
| Q2 24 | — | 4.3% | ||
| Q1 24 | — | 6.3% |
资本支出强度
ESS
POWL
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 0.5% | ||
| Q1 24 | — | 0.4% |
现金转化率
ESS
POWL
| Q4 25 | 12.53× | 1.05× | ||
| Q3 25 | 1.98× | 1.19× | ||
| Q2 25 | 0.93× | 0.98× | ||
| Q1 25 | 1.32× | 0.48× | ||
| Q4 24 | 3.54× | 1.07× | ||
| Q3 24 | 2.52× | -0.13× | ||
| Q2 24 | 2.21× | 0.30× | ||
| Q1 24 | 1.10× | 0.51× |
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
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |