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Essex Property Trust（ESS）与STANDARD MOTOR PRODUCTS, INC.（SMP）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STANDARD MOTOR PRODUCTS, INC.的1.2倍（$479.6M vs $385.1M），Essex Property Trust净利率更高（17.9% vs 2.0%，领先15.8%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs 5.5%），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% 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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
ESS vs SMP — 直观对比
营收规模更大
ESS
是对方的1.2倍
$385.1M
营收增速更快
SMP
高出6.6%
5.5%
净利率更高
ESS
高出15.8%
2.0%
两年增速更快
SMP
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $385.1M |
| 净利润 | $85.7M | $7.9M |
| 毛利率 | 70.0% | 31.7% |
| 营业利润率 | 31.7% | 5.6% |
| 净利率 | 17.9% | 2.0% |
| 营收同比 | 5.5% | 12.2% |
| 净利润同比 | -71.6% | 457.9% |
| 每股收益（稀释后） | $1.24 | $0.34 |
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ESSSMP
| Q4 25 | $479.6M | $385.1M | ||
| Q3 25 | $473.3M | $498.8M | ||
| Q2 25 | $469.8M | $493.9M | ||
| Q1 25 | $464.6M | $413.4M | ||
| Q4 24 | $454.5M | $343.4M | ||
| Q3 24 | $450.7M | $399.3M | ||
| Q2 24 | $442.4M | $389.8M | ||
| Q1 24 | $426.9M | $331.4M |
净利润ESSSMP
| Q4 25 | $85.7M | $7.9M | ||
| Q3 25 | $172.7M | $-4.3M | ||
| Q2 25 | $231.5M | $25.2M | ||
| Q1 25 | $212.8M | $12.6M | ||
| Q4 24 | $301.7M | $-2.2M | ||
| Q3 24 | $125.5M | $3.8M | ||
| Q2 24 | $99.0M | $17.1M | ||
| Q1 24 | $285.1M | $8.8M |
毛利率ESSSMP
| Q4 25 | 70.0% | 31.7% | ||
| Q3 25 | 69.2% | 32.4% | ||
| Q2 25 | 70.7% | 30.6% | ||
| Q1 25 | 69.6% | 30.2% | ||
| Q4 24 | 70.0% | 29.4% | ||
| Q3 24 | 69.5% | 30.4% | ||
| Q2 24 | 70.8% | 28.6% | ||
| Q1 24 | 69.7% | 27.0% |
营业利润率ESSSMP
| Q4 25 | 31.7% | 5.6% | ||
| Q3 25 | 44.5% | 9.5% | ||
| Q2 25 | 59.5% | 8.7% | ||
| Q1 25 | 55.3% | 5.9% | ||
| Q4 24 | 67.0% | 1.1% | ||
| Q3 24 | 28.6% | 9.3% | ||
| Q2 24 | 31.1% | 6.4% | ||
| Q1 24 | 31.0% | 4.4% |
净利率ESSSMP
| Q4 25 | 17.9% | 2.0% | ||
| Q3 25 | 36.5% | -0.9% | ||
| Q2 25 | 49.3% | 5.1% | ||
| Q1 25 | 45.8% | 3.0% | ||
| Q4 24 | 66.4% | -0.6% | ||
| Q3 24 | 27.8% | 1.0% | ||
| Q2 24 | 22.4% | 4.4% | ||
| Q1 24 | 66.8% | 2.7% |
每股收益（稀释后）ESSSMP
| Q4 25 | $1.24 | $0.34 | ||
| Q3 25 | $2.56 | $-0.19 | ||
| Q2 25 | $3.44 | $1.13 | ||
| Q1 25 | $3.16 | $0.56 | ||
| Q4 24 | $4.00 | $-0.09 | ||
| Q3 24 | $1.84 | $0.17 | ||
| Q2 24 | $1.45 | $0.77 | ||
| Q1 24 | $4.25 | $0.39 |
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 | — | $618.7M |
| 股东权益账面价值 | $5.5B | $683.7M |
| 总资产 | $13.2B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资ESSSMP
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | $87.2M | ||
| Q2 25 | $58.7M | $58.8M | ||
| Q1 25 | $98.7M | $50.3M | ||
| Q4 24 | $66.8M | $44.4M | ||
| Q3 24 | $71.3M | $26.3M | ||
| Q2 24 | $55.2M | $26.2M | ||
| Q1 24 | $499.0M | $27.1M |
总债务ESSSMP
| Q4 25 | — | $618.7M | ||
| Q3 25 | $6.4B | $589.5M | ||
| Q2 25 | $6.4B | $636.6M | ||
| Q1 25 | $6.8B | $650.6M | ||
| Q4 24 | — | $562.3M | ||
| Q3 24 | $6.4B | $142.8M | ||
| Q2 24 | $6.2B | $208.2M | ||
| Q1 24 | $6.6B | $214.9M |
股东权益ESSSMP
| Q4 25 | $5.5B | $683.7M | ||
| Q3 25 | $5.6B | $677.4M | ||
| Q2 25 | $5.6B | $688.6M | ||
| Q1 25 | $5.6B | $638.0M | ||
| Q4 24 | $5.5B | $615.7M | ||
| Q3 24 | $5.4B | $638.8M | ||
| Q2 24 | $5.5B | $640.0M | ||
| Q1 24 | $5.5B | $639.1M |
总资产ESSSMP
| Q4 25 | $13.2B | $2.0B | ||
| Q3 25 | $13.2B | $2.0B | ||
| Q2 25 | $13.2B | $2.0B | ||
| Q1 25 | $13.2B | $1.9B | ||
| Q4 24 | $12.9B | $1.8B | ||
| Q3 24 | $12.6B | $1.4B | ||
| Q2 24 | $12.5B | $1.4B | ||
| Q1 24 | $12.9B | $1.4B |
负债/权益比ESSSMP
| Q4 25 | — | 0.90× | ||
| Q3 25 | 1.15× | 0.87× | ||
| Q2 25 | 1.14× | 0.92× | ||
| Q1 25 | 1.22× | 1.02× | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | 1.18× | 0.22× | ||
| Q2 24 | 1.13× | 0.33× | ||
| Q1 24 | 1.19× | 0.34× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-37.6M |
| 自由现金流率自由现金流/营收 | — | -9.8% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 现金转化率经营现金流/净利润 | 12.53× | -3.59× |
| 过去12个月自由现金流最近4个季度 | — | $18.7M |
8季度趋势，按日历期对齐
经营现金流ESSSMP
| Q4 25 | $1.1B | $-28.2M | ||
| Q3 25 | $342.6M | $91.6M | ||
| Q2 25 | $216.1M | $54.3M | ||
| Q1 25 | $281.5M | $-60.2M | ||
| Q4 24 | $1.1B | $-1.5M | ||
| Q3 24 | $316.2M | $88.3M | ||
| Q2 24 | $218.9M | $35.6M | ||
| Q1 24 | $314.9M | $-45.7M |
自由现金流ESSSMP
| Q4 25 | — | $-37.6M | ||
| Q3 25 | — | $81.5M | ||
| Q2 25 | — | $44.2M | ||
| Q1 25 | — | $-69.4M | ||
| Q4 24 | — | $-11.4M | ||
| Q3 24 | — | $77.1M | ||
| Q2 24 | — | $22.7M | ||
| Q1 24 | — | $-55.8M |
自由现金流率ESSSMP
| Q4 25 | — | -9.8% | ||
| Q3 25 | — | 16.3% | ||
| Q2 25 | — | 8.9% | ||
| Q1 25 | — | -16.8% | ||
| Q4 24 | — | -3.3% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | -16.8% |
资本支出强度ESSSMP
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 3.3% | ||
| Q1 24 | — | 3.0% |
现金转化率ESSSMP
| Q4 25 | 12.53× | -3.59× | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | 2.15× | ||
| Q1 25 | 1.32× | -4.79× | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | 23.19× | ||
| Q2 24 | 2.21× | 2.09× | ||
| Q1 24 | 1.10× | -5.18× |
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
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
