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Essex Property Trust（ESS）与STEPAN CO（SCL）财务数据对比。点击上方公司名可切换其他公司
STEPAN CO的季度营收约是Essex Property Trust的1.3倍（$604.5M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 3.3%，领先14.6%），Essex Property Trust同比增速更快（5.5% vs 1.9%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 4.2%）
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。
斯特潘公司是一家美国特种化学品制造商，总部位于伊利诺伊州诺斯布鲁克，1932年由小阿尔弗雷德·C·斯特潘创立，现有约2000名员工，目前由创始人的孙子小F·奎因·斯特潘执掌。该公司是全球最大的阴离子表面活性剂商品生产商，产品用于提升洗涤剂、洗发水、牙膏及化妆品的起泡与清洁能力。
ESS vs SCL — 直观对比
营收规模更大
SCL
是对方的1.3倍
$479.6M
营收增速更快
ESS
高出3.6%
1.9%
净利率更高
ESS
高出14.6%
3.3%
两年增速更快
ESS
近两年复合增速
4.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $604.5M |
| 净利润 | $85.7M | $19.7M |
| 毛利率 | 70.0% | 10.7% |
| 营业利润率 | 31.7% | 4.7% |
| 净利率 | 17.9% | 3.3% |
| 营收同比 | 5.5% | 1.9% |
| 净利润同比 | -71.6% | — |
| 每股收益（稀释后） | $1.24 | $0.86 |
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ESSSCL
| Q1 26 | — | $604.5M | ||
| Q4 25 | $479.6M | $553.9M | ||
| Q3 25 | $473.3M | $590.3M | ||
| Q2 25 | $469.8M | $594.7M | ||
| Q1 25 | $464.6M | $593.3M | ||
| Q4 24 | $454.5M | $525.6M | ||
| Q3 24 | $450.7M | $546.8M | ||
| Q2 24 | $442.4M | $556.4M |
净利润ESSSCL
| Q1 26 | — | $19.7M | ||
| Q4 25 | $85.7M | $5.0M | ||
| Q3 25 | $172.7M | $10.8M | ||
| Q2 25 | $231.5M | $11.3M | ||
| Q1 25 | $212.8M | $19.7M | ||
| Q4 24 | $301.7M | $3.4M | ||
| Q3 24 | $125.5M | $23.6M | ||
| Q2 24 | $99.0M | $9.5M |
毛利率ESSSCL
| Q1 26 | — | 10.7% | ||
| Q4 25 | 70.0% | 9.3% | ||
| Q3 25 | 69.2% | 12.0% | ||
| Q2 25 | 70.7% | 12.1% | ||
| Q1 25 | 69.6% | 12.7% | ||
| Q4 24 | 70.0% | 10.8% | ||
| Q3 24 | 69.5% | 13.8% | ||
| Q2 24 | 70.8% | 12.5% |
营业利润率ESSSCL
| Q1 26 | — | 4.7% | ||
| Q4 25 | 31.7% | 1.9% | ||
| Q3 25 | 44.5% | 3.7% | ||
| Q2 25 | 59.5% | 3.0% | ||
| Q1 25 | 55.3% | 4.8% | ||
| Q4 24 | 67.0% | 1.5% | ||
| Q3 24 | 28.6% | 4.4% | ||
| Q2 24 | 31.1% | 3.4% |
净利率ESSSCL
| Q1 26 | — | 3.3% | ||
| Q4 25 | 17.9% | 0.9% | ||
| Q3 25 | 36.5% | 1.8% | ||
| Q2 25 | 49.3% | 1.9% | ||
| Q1 25 | 45.8% | 3.3% | ||
| Q4 24 | 66.4% | 0.6% | ||
| Q3 24 | 27.8% | 4.3% | ||
| Q2 24 | 22.4% | 1.7% |
每股收益（稀释后）ESSSCL
| Q1 26 | — | $0.86 | ||
| Q4 25 | $1.24 | $0.22 | ||
| Q3 25 | $2.56 | $0.47 | ||
| Q2 25 | $3.44 | $0.50 | ||
| Q1 25 | $3.16 | $0.86 | ||
| Q4 24 | $4.00 | $0.14 | ||
| Q3 24 | $1.84 | $1.03 | ||
| Q2 24 | $1.45 | $0.42 |
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 | — | $328.4M |
| 股东权益账面价值 | $5.5B | $1.2B |
| 总资产 | $13.2B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资ESSSCL
| Q1 26 | — | — | ||
| Q4 25 | $76.2M | $132.7M | ||
| Q3 25 | $66.0M | $118.5M | ||
| Q2 25 | $58.7M | $88.9M | ||
| Q1 25 | $98.7M | $107.5M | ||
| Q4 24 | $66.8M | $99.7M | ||
| Q3 24 | $71.3M | $147.3M | ||
| Q2 24 | $55.2M | $124.7M |
总债务ESSSCL
| Q1 26 | — | $328.4M | ||
| Q4 25 | — | $626.7M | ||
| Q3 25 | $6.4B | $655.5M | ||
| Q2 25 | $6.4B | $658.0M | ||
| Q1 25 | $6.8B | $659.3M | ||
| Q4 24 | — | $625.4M | ||
| Q3 24 | $6.4B | $688.5M | ||
| Q2 24 | $6.2B | $657.1M |
股东权益ESSSCL
| Q1 26 | — | $1.2B | ||
| Q4 25 | $5.5B | $1.2B | ||
| Q3 25 | $5.6B | $1.2B | ||
| Q2 25 | $5.6B | $1.2B | ||
| Q1 25 | $5.6B | $1.2B | ||
| Q4 24 | $5.5B | $1.2B | ||
| Q3 24 | $5.4B | $1.2B | ||
| Q2 24 | $5.5B | $1.2B |
总资产ESSSCL
| Q1 26 | — | $2.3B | ||
| Q4 25 | $13.2B | $2.4B | ||
| Q3 25 | $13.2B | $2.4B | ||
| Q2 25 | $13.2B | $2.4B | ||
| Q1 25 | $13.2B | $2.4B | ||
| Q4 24 | $12.9B | $2.3B | ||
| Q3 24 | $12.6B | $2.4B | ||
| Q2 24 | $12.5B | $2.3B |
负债/权益比ESSSCL
| Q1 26 | — | 0.28× | ||
| Q4 25 | — | 0.50× | ||
| Q3 25 | 1.15× | 0.53× | ||
| Q2 25 | 1.14× | 0.53× | ||
| Q1 25 | 1.22× | 0.55× | ||
| Q4 24 | — | 0.53× | ||
| Q3 24 | 1.18× | 0.56× | ||
| Q2 24 | 1.13× | 0.55× |
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ESSSCL
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $60.0M | ||
| Q3 25 | $342.6M | $69.8M | ||
| Q2 25 | $216.1M | $11.2M | ||
| Q1 25 | $281.5M | $6.9M | ||
| Q4 24 | $1.1B | $68.3M | ||
| Q3 24 | $316.2M | $22.7M | ||
| Q2 24 | $218.9M | $29.5M |
自由现金流ESSSCL
| Q1 26 | — | — | ||
| Q4 25 | — | $25.4M | ||
| Q3 25 | — | $40.2M | ||
| Q2 25 | — | $-14.4M | ||
| Q1 25 | — | $-25.8M | ||
| Q4 24 | — | $32.1M | ||
| Q3 24 | — | $-4.0M | ||
| Q2 24 | — | $-208.0K |
自由现金流率ESSSCL
| Q1 26 | — | — | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 6.8% | ||
| Q2 25 | — | -2.4% | ||
| Q1 25 | — | -4.3% | ||
| Q4 24 | — | 6.1% | ||
| Q3 24 | — | -0.7% | ||
| Q2 24 | — | -0.0% |
资本支出强度ESSSCL
| Q1 26 | — | — | ||
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 5.0% | ||
| Q2 25 | — | 4.3% | ||
| Q1 25 | — | 5.5% | ||
| Q4 24 | — | 6.9% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 5.3% |
现金转化率ESSSCL
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | 11.99× | ||
| Q3 25 | 1.98× | 6.44× | ||
| Q2 25 | 0.93× | 0.99× | ||
| Q1 25 | 1.32× | 0.35× | ||
| Q4 24 | 3.54× | 20.38× | ||
| Q3 24 | 2.52× | 0.96× | ||
| Q2 24 | 2.21× | 3.10× |
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
SCL
| Surfactants | $453.7M | 75% |
| Polymers | $130.0M | 22% |
| Specialty Products | $20.8M | 3% |
