vs
Essex Property Trust(ESS)与Sinclair, Inc.(SBGI)财务数据对比。点击上方公司名可切换其他公司
Sinclair, Inc.的季度营收约是Essex Property Trust的1.7倍($807.0M vs $479.6M),Essex Property Trust净利率更高(17.9% vs 2.5%,领先15.4%),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 -1.3%)
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。
辛克莱公司(以辛克莱广播集团开展业务)是一家上市的美国电信综合企业,由创始人朱利安·辛克莱·史密斯的后代控股。公司总部位于马里兰州巴尔的摩郊县科基斯维尔,按电视台数量计算是美国第二大电视台运营商,仅次于奈克斯达媒体集团,在全国100多个市场拥有或运营193家电视台,覆盖美国40%的区域。
ESS vs SBGI — 直观对比
营收规模更大
SBGI
是对方的1.7倍
$479.6M
营收增速更快
ESS
高出1.5%
4.0%
净利率更高
ESS
高出15.4%
2.5%
两年增速更快
ESS
近两年复合增速
-1.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $479.6M | $807.0M |
| 净利润 | $85.7M | $20.0M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 0.0% |
| 净利率 | 17.9% | 2.5% |
| 营收同比 | 5.5% | 4.0% |
| 净利润同比 | -71.6% | — |
| 每股收益(稀释后) | $1.24 | $0.28 |
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
SBGI
| Q1 26 | — | $807.0M | ||
| Q4 25 | $479.6M | $836.0M | ||
| Q3 25 | $473.3M | $773.0M | ||
| Q2 25 | $469.8M | $784.0M | ||
| Q1 25 | $464.6M | $776.0M | ||
| Q4 24 | $454.5M | $1.0B | ||
| Q3 24 | $450.7M | $917.0M | ||
| Q2 24 | $442.4M | $829.0M |
净利润
ESS
SBGI
| Q1 26 | — | $20.0M | ||
| Q4 25 | $85.7M | $109.0M | ||
| Q3 25 | $172.7M | $-1.0M | ||
| Q2 25 | $231.5M | $-64.0M | ||
| Q1 25 | $212.8M | $-156.0M | ||
| Q4 24 | $301.7M | $176.0M | ||
| Q3 24 | $125.5M | $94.0M | ||
| Q2 24 | $99.0M | $17.0M |
毛利率
ESS
SBGI
| 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
ESS
SBGI
| Q1 26 | — | 0.0% | ||
| Q4 25 | 31.7% | 9.6% | ||
| Q3 25 | 44.5% | 7.5% | ||
| Q2 25 | 59.5% | 2.7% | ||
| Q1 25 | 55.3% | 1.8% | ||
| Q4 24 | 67.0% | 26.5% | ||
| Q3 24 | 28.6% | 19.5% | ||
| Q2 24 | 31.1% | 7.7% |
净利率
ESS
SBGI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 17.9% | 13.0% | ||
| Q3 25 | 36.5% | -0.1% | ||
| Q2 25 | 49.3% | -8.2% | ||
| Q1 25 | 45.8% | -20.1% | ||
| Q4 24 | 66.4% | 17.5% | ||
| Q3 24 | 27.8% | 10.3% | ||
| Q2 24 | 22.4% | 2.1% |
每股收益(稀释后)
ESS
SBGI
| Q1 26 | — | $0.28 | ||
| Q4 25 | $1.24 | $1.62 | ||
| Q3 25 | $2.56 | $-0.02 | ||
| Q2 25 | $3.44 | $-0.91 | ||
| Q1 25 | $3.16 | $-2.30 | ||
| Q4 24 | $4.00 | $2.64 | ||
| Q3 24 | $1.84 | $1.43 | ||
| Q2 24 | $1.45 | $0.27 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | — |
| 总资产 | $13.2B | — |
| 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
ESS
SBGI
| Q1 26 | — | — | ||
| Q4 25 | $76.2M | $866.0M | ||
| Q3 25 | $66.0M | $526.0M | ||
| Q2 25 | $58.7M | $616.0M | ||
| Q1 25 | $98.7M | $631.0M | ||
| Q4 24 | $66.8M | $697.0M | ||
| Q3 24 | $71.3M | $536.0M | ||
| Q2 24 | $55.2M | $378.0M |
总债务
ESS
SBGI
| Q1 26 | — | — | ||
| Q4 25 | — | $4.4B | ||
| Q3 25 | $6.4B | $4.1B | ||
| Q2 25 | $6.4B | $4.1B | ||
| Q1 25 | $6.8B | $4.2B | ||
| Q4 24 | — | $4.1B | ||
| Q3 24 | $6.4B | $4.1B | ||
| Q2 24 | $6.2B | $4.1B |
股东权益
ESS
SBGI
| Q1 26 | — | — | ||
| Q4 25 | $5.5B | $443.0M | ||
| Q3 25 | $5.6B | $347.0M | ||
| Q2 25 | $5.6B | $361.0M | ||
| Q1 25 | $5.6B | $436.0M | ||
| Q4 24 | $5.5B | $583.0M | ||
| Q3 24 | $5.4B | $415.0M | ||
| Q2 24 | $5.5B | $340.0M |
总资产
ESS
SBGI
| Q1 26 | — | — | ||
| Q4 25 | $13.2B | $5.9B | ||
| Q3 25 | $13.2B | $5.6B | ||
| Q2 25 | $13.2B | $5.7B | ||
| Q1 25 | $13.2B | $5.8B | ||
| Q4 24 | $12.9B | $5.9B | ||
| Q3 24 | $12.6B | $5.8B | ||
| Q2 24 | $12.5B | $5.7B |
负债/权益比
ESS
SBGI
| Q1 26 | — | — | ||
| Q4 25 | — | 9.84× | ||
| Q3 25 | 1.15× | 11.75× | ||
| Q2 25 | 1.14× | 11.30× | ||
| Q1 25 | 1.22× | 9.56× | ||
| Q4 24 | — | 7.02× | ||
| Q3 24 | 1.18× | 9.86× | ||
| Q2 24 | 1.13× | 12.08× |
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 | — | 1.7% |
| 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
ESS
SBGI
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $98.0M | ||
| Q3 25 | $342.6M | $-36.0M | ||
| Q2 25 | $216.1M | $122.0M | ||
| Q1 25 | $281.5M | $5.0M | ||
| Q4 24 | $1.1B | $198.0M | ||
| Q3 24 | $316.2M | $210.0M | ||
| Q2 24 | $218.9M | $-306.0M |
自由现金流
ESS
SBGI
| Q1 26 | — | — | ||
| Q4 25 | — | $79.0M | ||
| Q3 25 | — | $-58.0M | ||
| Q2 25 | — | $105.0M | ||
| Q1 25 | — | $-11.0M | ||
| Q4 24 | — | $175.0M | ||
| Q3 24 | — | $193.0M | ||
| Q2 24 | — | $-329.0M |
自由现金流率
ESS
SBGI
| Q1 26 | — | — | ||
| Q4 25 | — | 9.4% | ||
| Q3 25 | — | -7.5% | ||
| Q2 25 | — | 13.4% | ||
| Q1 25 | — | -1.4% | ||
| Q4 24 | — | 17.4% | ||
| Q3 24 | — | 21.0% | ||
| Q2 24 | — | -39.7% |
资本支出强度
ESS
SBGI
| Q1 26 | — | 1.7% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.8% |
现金转化率
ESS
SBGI
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | 0.90× | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | 1.13× | ||
| Q3 24 | 2.52× | 2.23× | ||
| Q2 24 | 2.21× | -18.00× |
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
SBGI
| Media revenue | $701.0M | 87% |
| Other | $82.0M | 10% |
| Political advertising revenue | $18.0M | 2% |
| Non-media revenue | $6.0M | 1% |