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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
ESS
是对方的1.9倍
ESS
$479.6M
$251.2M
POWL
营收增速更快
ESS
ESS
高出1.5%
ESS
5.5%
4.0%
POWL
净利率更高
ESS
ESS
高出1.4%
ESS
17.9%
16.5%
POWL
两年增速更快
ESS
ESS
近两年复合增速
ESS
6.0%
-0.8%
POWL

损益表 — Q4 FY2025 vs Q1 FY2026

指标
ESS
ESS
POWL
POWL
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
ESS
POWL
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
ESS
POWL
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
ESS
POWL
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
ESS
POWL
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
ESS
POWL
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
ESS
POWL
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
ESS
ESS
POWL
POWL
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
ESS
POWL
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
ESS
POWL
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
ESS
POWL
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
ESS
POWL
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
ESS
POWL
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
ESS
ESS
POWL
POWL
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
ESS
POWL
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
ESS
POWL
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
ESS
POWL
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
ESS
POWL
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
ESS
POWL
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
ESS

暂无分部数据

POWL
POWL

Oil And Gas Service$97.9M39%
Electricity$69.3M28%
Commercial And Other Industrial$40.6M16%
Petrochemical$22.8M9%
Other Customers$12.0M5%
Light Rail Traction Power Customer$8.6M3%

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