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Essex Property Trust（ESS）与RENASANT CORP（RNST）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RENASANT CORP的1.8倍（$479.6M vs $273.8M），RENASANT CORP净利率更高（32.2% vs 17.9%，领先14.3%），过去两年RENASANT CORP的营收复合增速更高（29.3% 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。
瑞耐桑特银行是美国密西西比州图珀洛的区域商业金融机构，母公司为瑞耐桑特公司，在阿拉巴马、佛罗里达、佐治亚、密西西比、路易斯安那、田纳西、北卡罗来纳、南卡罗来纳八州拥有280多家分支机构，旗下还运营内容平台“瑞耐桑特国度”，发布博客及节目内容。
ESS vs RNST — 直观对比
营收规模更大
ESS
是对方的1.8倍
$273.8M
净利率更高
RNST
高出14.3%
17.9%
两年增速更快
RNST
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $273.8M |
| 净利润 | $85.7M | $88.2M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | — |
| 净利率 | 17.9% | 32.2% |
| 营收同比 | 5.5% | — |
| 净利润同比 | -71.6% | 112.5% |
| 每股收益（稀释后） | $1.24 | $0.94 |
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ESSRNST
| Q1 26 | — | $273.8M | ||
| Q4 25 | $479.6M | $278.4M | ||
| Q3 25 | $473.3M | $269.5M | ||
| Q2 25 | $469.8M | $267.2M | ||
| Q1 25 | $464.6M | $170.7M | ||
| Q4 24 | $454.5M | $167.1M | ||
| Q3 24 | $450.7M | $220.3M | ||
| Q2 24 | $442.4M | $163.8M |
净利润ESSRNST
| Q1 26 | — | $88.2M | ||
| Q4 25 | $85.7M | $78.9M | ||
| Q3 25 | $172.7M | $59.8M | ||
| Q2 25 | $231.5M | $1.0M | ||
| Q1 25 | $212.8M | $41.5M | ||
| Q4 24 | $301.7M | $44.7M | ||
| Q3 24 | $125.5M | $72.5M | ||
| Q2 24 | $99.0M | $38.8M |
毛利率ESSRNST
| Q1 26 | — | — | ||
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | — | ||
| Q2 25 | 70.7% | — | ||
| Q1 25 | 69.6% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.5% | — | ||
| Q2 24 | 70.8% | — |
营业利润率ESSRNST
| Q1 26 | — | — | ||
| Q4 25 | 31.7% | 34.8% | ||
| Q3 25 | 44.5% | 27.9% | ||
| Q2 25 | 59.5% | 1.0% | ||
| Q1 25 | 55.3% | 30.4% | ||
| Q4 24 | 67.0% | 29.8% | ||
| Q3 24 | 28.6% | 44.2% | ||
| Q2 24 | 31.1% | 29.6% |
净利率ESSRNST
| Q1 26 | — | 32.2% | ||
| Q4 25 | 17.9% | 28.4% | ||
| Q3 25 | 36.5% | 22.2% | ||
| Q2 25 | 49.3% | 0.4% | ||
| Q1 25 | 45.8% | 24.3% | ||
| Q4 24 | 66.4% | 26.8% | ||
| Q3 24 | 27.8% | 32.9% | ||
| Q2 24 | 22.4% | 23.7% |
每股收益（稀释后）ESSRNST
| Q1 26 | — | $0.94 | ||
| Q4 25 | $1.24 | $0.78 | ||
| Q3 25 | $2.56 | $0.63 | ||
| Q2 25 | $3.44 | $0.01 | ||
| Q1 25 | $3.16 | $0.65 | ||
| Q4 24 | $4.00 | $0.70 | ||
| Q3 24 | $1.84 | $1.18 | ||
| Q2 24 | $1.45 | $0.69 |
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 | $1.2B |
| 总债务越低越好 | — | $806.2M |
| 股东权益账面价值 | $5.5B | $3.9B |
| 总资产 | $13.2B | $27.1B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资ESSRNST
| Q1 26 | — | $1.2B | ||
| Q4 25 | $76.2M | $1.1B | ||
| Q3 25 | $66.0M | $1.1B | ||
| Q2 25 | $58.7M | $1.4B | ||
| Q1 25 | $98.7M | $1.1B | ||
| Q4 24 | $66.8M | $1.1B | ||
| Q3 24 | $71.3M | $1.3B | ||
| Q2 24 | $55.2M | $851.9M |
总债务ESSRNST
| Q1 26 | — | $806.2M | ||
| Q4 25 | — | $499.8M | ||
| Q3 25 | $6.4B | $558.9M | ||
| Q2 25 | $6.4B | $557.0M | ||
| Q1 25 | $6.8B | $433.3M | ||
| Q4 24 | — | $430.6M | ||
| Q3 24 | $6.4B | $433.2M | ||
| Q2 24 | $6.2B | $428.7M |
股东权益ESSRNST
| Q1 26 | — | $3.9B | ||
| Q4 25 | $5.5B | $3.9B | ||
| Q3 25 | $5.6B | $3.8B | ||
| Q2 25 | $5.6B | $3.8B | ||
| Q1 25 | $5.6B | $2.7B | ||
| Q4 24 | $5.5B | $2.7B | ||
| Q3 24 | $5.4B | $2.7B | ||
| Q2 24 | $5.5B | $2.4B |
总资产ESSRNST
| Q1 26 | — | $27.1B | ||
| Q4 25 | $13.2B | $26.8B | ||
| Q3 25 | $13.2B | $26.7B | ||
| Q2 25 | $13.2B | $26.6B | ||
| Q1 25 | $13.2B | $18.3B | ||
| Q4 24 | $12.9B | $18.0B | ||
| Q3 24 | $12.6B | $18.0B | ||
| Q2 24 | $12.5B | $17.5B |
负债/权益比ESSRNST
| Q1 26 | — | 0.21× | ||
| Q4 25 | — | 0.13× | ||
| Q3 25 | 1.15× | 0.15× | ||
| Q2 25 | 1.14× | 0.15× | ||
| Q1 25 | 1.22× | 0.16× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | 1.18× | 0.16× | ||
| Q2 24 | 1.13× | 0.18× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 12.53× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ESSRNST
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $271.5M | ||
| Q3 25 | $342.6M | $135.5M | ||
| Q2 25 | $216.1M | $-77.3M | ||
| Q1 25 | $281.5M | $106.2M | ||
| Q4 24 | $1.1B | $106.4M | ||
| Q3 24 | $316.2M | $-1.7M | ||
| Q2 24 | $218.9M | $-49.1M |
自由现金流ESSRNST
| Q1 26 | — | — | ||
| Q4 25 | — | $237.8M | ||
| Q3 25 | — | $120.1M | ||
| Q2 25 | — | $-87.5M | ||
| Q1 25 | — | $101.3M | ||
| Q4 24 | — | $92.8M | ||
| Q3 24 | — | $-5.3M | ||
| Q2 24 | — | $-52.6M |
自由现金流率ESSRNST
| Q1 26 | — | — | ||
| Q4 25 | — | 85.4% | ||
| Q3 25 | — | 44.6% | ||
| Q2 25 | — | -32.7% | ||
| Q1 25 | — | 59.4% | ||
| Q4 24 | — | 55.5% | ||
| Q3 24 | — | -2.4% | ||
| Q2 24 | — | -32.1% |
资本支出强度ESSRNST
| Q1 26 | — | — | ||
| Q4 25 | — | 12.1% | ||
| Q3 25 | — | 5.7% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 8.2% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 2.1% |
现金转化率ESSRNST
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | 3.44× | ||
| Q3 25 | 1.98× | 2.27× | ||
| Q2 25 | 0.93× | -75.92× | ||
| Q1 25 | 1.32× | 2.56× | ||
| Q4 24 | 3.54× | 2.38× | ||
| Q3 24 | 2.52× | -0.02× | ||
| Q2 24 | 2.21× | -1.26× |
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
RNST
| Net Interest Income | $223.6M | 82% |
| Noninterest Income | $50.3M | 18% |
