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Essex Property Trust（ESS）与SCANSOURCE, INC.（SCSC）财务数据对比。点击上方公司名可切换其他公司
SCANSOURCE, INC.的季度营收约是Essex Property Trust的1.6倍（$766.5M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 2.2%，领先15.7%），Essex Property Trust同比增速更快（5.5% vs 2.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 0.9%）
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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
ESS vs SCSC — 直观对比
营收规模更大
SCSC
是对方的1.6倍
$479.6M
营收增速更快
ESS
高出3.0%
2.5%
净利率更高
ESS
高出15.7%
2.2%
两年增速更快
ESS
近两年复合增速
0.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $766.5M |
| 净利润 | $85.7M | $16.5M |
| 毛利率 | 70.0% | 13.4% |
| 营业利润率 | 31.7% | 2.3% |
| 净利率 | 17.9% | 2.2% |
| 营收同比 | 5.5% | 2.5% |
| 净利润同比 | -71.6% | -3.3% |
| 每股收益（稀释后） | $1.24 | $0.75 |
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ESSSCSC
| Q4 25 | $479.6M | $766.5M | ||
| Q3 25 | $473.3M | $739.6M | ||
| Q2 25 | $469.8M | $812.9M | ||
| Q1 25 | $464.6M | $704.8M | ||
| Q4 24 | $454.5M | $747.5M | ||
| Q3 24 | $450.7M | $775.6M | ||
| Q2 24 | $442.4M | $746.1M | ||
| Q1 24 | $426.9M | $752.6M |
净利润ESSSCSC
| Q4 25 | $85.7M | $16.5M | ||
| Q3 25 | $172.7M | $19.9M | ||
| Q2 25 | $231.5M | $20.1M | ||
| Q1 25 | $212.8M | $17.4M | ||
| Q4 24 | $301.7M | $17.1M | ||
| Q3 24 | $125.5M | $17.0M | ||
| Q2 24 | $99.0M | $16.1M | ||
| Q1 24 | $285.1M | $12.8M |
毛利率ESSSCSC
| Q4 25 | 70.0% | 13.4% | ||
| Q3 25 | 69.2% | 14.5% | ||
| Q2 25 | 70.7% | 12.9% | ||
| Q1 25 | 69.6% | 14.2% | ||
| Q4 24 | 70.0% | 13.6% | ||
| Q3 24 | 69.5% | 13.1% | ||
| Q2 24 | 70.8% | 13.0% | ||
| Q1 24 | 69.7% | 12.6% |
营业利润率ESSSCSC
| Q4 25 | 31.7% | 2.3% | ||
| Q3 25 | 44.5% | 3.5% | ||
| Q2 25 | 59.5% | 3.3% | ||
| Q1 25 | 55.3% | 3.2% | ||
| Q4 24 | 67.0% | 2.5% | ||
| Q3 24 | 28.6% | 2.3% | ||
| Q2 24 | 31.1% | 2.9% | ||
| Q1 24 | 31.0% | 2.3% |
净利率ESSSCSC
| Q4 25 | 17.9% | 2.2% | ||
| Q3 25 | 36.5% | 2.7% | ||
| Q2 25 | 49.3% | 2.5% | ||
| Q1 25 | 45.8% | 2.5% | ||
| Q4 24 | 66.4% | 2.3% | ||
| Q3 24 | 27.8% | 2.2% | ||
| Q2 24 | 22.4% | 2.2% | ||
| Q1 24 | 66.8% | 1.7% |
每股收益（稀释后）ESSSCSC
| Q4 25 | $1.24 | $0.75 | ||
| Q3 25 | $2.56 | $0.89 | ||
| Q2 25 | $3.44 | $0.87 | ||
| Q1 25 | $3.16 | $0.74 | ||
| Q4 24 | $4.00 | $0.70 | ||
| Q3 24 | $1.84 | $0.69 | ||
| Q2 24 | $1.45 | $0.66 | ||
| Q1 24 | $4.25 | $0.50 |
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 | $83.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $910.9M |
| 总资产 | $13.2B | $1.7B |
| 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ESSSCSC
| Q4 25 | $76.2M | $83.5M | ||
| Q3 25 | $66.0M | $124.9M | ||
| Q2 25 | $58.7M | $126.2M | ||
| Q1 25 | $98.7M | $146.3M | ||
| Q4 24 | $66.8M | $110.5M | ||
| Q3 24 | $71.3M | $145.0M | ||
| Q2 24 | $55.2M | $185.5M | ||
| Q1 24 | $499.0M | $159.1M |
总债务ESSSCSC
| 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ESSSCSC
| Q4 25 | $5.5B | $910.9M | ||
| Q3 25 | $5.6B | $914.0M | ||
| Q2 25 | $5.6B | $906.4M | ||
| Q1 25 | $5.6B | $901.7M | ||
| Q4 24 | $5.5B | $900.7M | ||
| Q3 24 | $5.4B | $920.9M | ||
| Q2 24 | $5.5B | $924.3M | ||
| Q1 24 | $5.5B | $944.1M |
总资产ESSSCSC
| Q4 25 | $13.2B | $1.7B | ||
| Q3 25 | $13.2B | $1.7B | ||
| Q2 25 | $13.2B | $1.8B | ||
| Q1 25 | $13.2B | $1.7B | ||
| Q4 24 | $12.9B | $1.7B | ||
| Q3 24 | $12.6B | $1.8B | ||
| Q2 24 | $12.5B | $1.8B | ||
| Q1 24 | $12.9B | $1.8B |
负债/权益比ESSSCSC
| 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 | $30.8M |
| 自由现金流经营现金流 - 资本支出 | — | $28.9M |
| 自由现金流率自由现金流/营收 | — | 3.8% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 现金转化率经营现金流/净利润 | 12.53× | 1.87× |
| 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ESSSCSC
| Q4 25 | $1.1B | $30.8M | ||
| Q3 25 | $342.6M | $23.2M | ||
| Q2 25 | $216.1M | — | ||
| Q1 25 | $281.5M | $66.1M | ||
| Q4 24 | $1.1B | $-6.2M | ||
| Q3 24 | $316.2M | $44.8M | ||
| Q2 24 | $218.9M | — | ||
| Q1 24 | $314.9M | $160.2M |
自由现金流ESSSCSC
| Q4 25 | — | $28.9M | ||
| Q3 25 | — | $20.8M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $64.6M | ||
| Q4 24 | — | $-8.2M | ||
| Q3 24 | — | $42.5M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $157.7M |
自由现金流率ESSSCSC
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 21.0% |
资本支出强度ESSSCSC
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | 0.3% |
现金转化率ESSSCSC
| Q4 25 | 12.53× | 1.87× | ||
| Q3 25 | 1.98× | 1.17× | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | 3.79× | ||
| Q4 24 | 3.54× | -0.36× | ||
| Q3 24 | 2.52× | 2.64× | ||
| Q2 24 | 2.21× | — | ||
| Q1 24 | 1.10× | 12.51× |
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
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
