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Essex Property Trust（ESS）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是Essex Property Trust的1.2倍（$588.0M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 15.0%，领先2.9%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs 5.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -0.8%）
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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
ESS vs SSD — 直观对比
营收规模更大
SSD
是对方的1.2倍
$479.6M
营收增速更快
SSD
高出3.6%
5.5%
净利率更高
ESS
高出2.9%
15.0%
两年增速更快
ESS
近两年复合增速
-0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $588.0M |
| 净利润 | $85.7M | $88.2M |
| 毛利率 | 70.0% | 45.2% |
| 营业利润率 | 31.7% | 19.5% |
| 净利率 | 17.9% | 15.0% |
| 营收同比 | 5.5% | 9.1% |
| 净利润同比 | -71.6% | 13.3% |
| 每股收益（稀释后） | $1.24 | $2.13 |
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ESSSSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $479.6M | $539.3M | ||
| Q3 25 | $473.3M | $623.5M | ||
| Q2 25 | $469.8M | $631.1M | ||
| Q1 25 | $464.6M | $538.9M | ||
| Q4 24 | $454.5M | $517.4M | ||
| Q3 24 | $450.7M | $587.2M | ||
| Q2 24 | $442.4M | $597.0M |
净利润ESSSSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | $85.7M | $56.2M | ||
| Q3 25 | $172.7M | $107.4M | ||
| Q2 25 | $231.5M | $103.5M | ||
| Q1 25 | $212.8M | $77.9M | ||
| Q4 24 | $301.7M | $55.4M | ||
| Q3 24 | $125.5M | $93.5M | ||
| Q2 24 | $99.0M | $97.8M |
毛利率ESSSSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | 70.0% | 43.4% | ||
| Q3 25 | 69.2% | 46.4% | ||
| Q2 25 | 70.7% | 46.7% | ||
| Q1 25 | 69.6% | 46.8% | ||
| Q4 24 | 70.0% | 44.0% | ||
| Q3 24 | 69.5% | 46.8% | ||
| Q2 24 | 70.8% | 46.7% |
营业利润率ESSSSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | 31.7% | 13.9% | ||
| Q3 25 | 44.5% | 22.6% | ||
| Q2 25 | 59.5% | 22.2% | ||
| Q1 25 | 55.3% | 19.0% | ||
| Q4 24 | 67.0% | 14.8% | ||
| Q3 24 | 28.6% | 21.3% | ||
| Q2 24 | 31.1% | 22.1% |
净利率ESSSSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | 17.9% | 10.4% | ||
| Q3 25 | 36.5% | 17.2% | ||
| Q2 25 | 49.3% | 16.4% | ||
| Q1 25 | 45.8% | 14.5% | ||
| Q4 24 | 66.4% | 10.7% | ||
| Q3 24 | 27.8% | 15.9% | ||
| Q2 24 | 22.4% | 16.4% |
每股收益（稀释后）ESSSSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | $1.24 | $1.34 | ||
| Q3 25 | $2.56 | $2.58 | ||
| Q2 25 | $3.44 | $2.47 | ||
| Q1 25 | $3.16 | $1.85 | ||
| Q4 24 | $4.00 | $1.31 | ||
| Q3 24 | $1.84 | $2.21 | ||
| Q2 24 | $1.45 | $2.31 |
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 | $341.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $2.1B |
| 总资产 | $13.2B | $3.0B |
| 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ESSSSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $76.2M | $384.1M | ||
| Q3 25 | $66.0M | $297.3M | ||
| Q2 25 | $58.7M | $190.4M | ||
| Q1 25 | $98.7M | $150.3M | ||
| Q4 24 | $66.8M | $239.4M | ||
| Q3 24 | $71.3M | $339.4M | ||
| Q2 24 | $55.2M | $354.9M |
总债务ESSSSD
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | $6.4B | $371.3M | ||
| Q2 25 | $6.4B | $376.9M | ||
| Q1 25 | $6.8B | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | $6.4B | $393.8M | ||
| Q2 24 | $6.2B | $399.4M |
股东权益ESSSSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $5.5B | $2.0B | ||
| Q3 25 | $5.6B | $2.0B | ||
| Q2 25 | $5.6B | $1.9B | ||
| Q1 25 | $5.6B | $1.9B | ||
| Q4 24 | $5.5B | $1.8B | ||
| Q3 24 | $5.4B | $1.9B | ||
| Q2 24 | $5.5B | $1.8B |
总资产ESSSSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $13.2B | $3.1B | ||
| Q3 25 | $13.2B | $3.0B | ||
| Q2 25 | $13.2B | $3.0B | ||
| Q1 25 | $13.2B | $2.8B | ||
| Q4 24 | $12.9B | $2.7B | ||
| Q3 24 | $12.6B | $2.9B | ||
| Q2 24 | $12.5B | $2.8B |
负债/权益比ESSSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | 1.15× | 0.19× | ||
| Q2 25 | 1.14× | 0.20× | ||
| Q1 25 | 1.22× | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | 1.18× | 0.21× | ||
| Q2 24 | 1.13× | 0.23× |
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ESSSSD
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $155.7M | ||
| Q3 25 | $342.6M | $170.2M | ||
| Q2 25 | $216.1M | $125.2M | ||
| Q1 25 | $281.5M | $7.6M | ||
| Q4 24 | $1.1B | $115.8M | ||
| Q3 24 | $316.2M | $103.3M | ||
| Q2 24 | $218.9M | $111.1M |
自由现金流ESSSSD
| Q1 26 | — | — | ||
| Q4 25 | — | $119.0M | ||
| Q3 25 | — | $133.9M | ||
| Q2 25 | — | $87.3M | ||
| Q1 25 | — | $-42.6M | ||
| Q4 24 | — | $60.3M | ||
| Q3 24 | — | $58.1M | ||
| Q2 24 | — | $70.9M |
自由现金流率ESSSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | — | 13.8% | ||
| Q1 25 | — | -7.9% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | — | 11.9% |
资本支出强度ESSSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 6.0% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | — | 6.7% |
现金转化率ESSSSD
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | 2.77× | ||
| Q3 25 | 1.98× | 1.58× | ||
| Q2 25 | 0.93× | 1.21× | ||
| Q1 25 | 1.32× | 0.10× | ||
| Q4 24 | 3.54× | 2.09× | ||
| Q3 24 | 2.52× | 1.10× | ||
| Q2 24 | 2.21× | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
