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Essex Property Trust（ESS）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是Essex Property Trust的1.9倍（$934.8M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 9.3%，领先8.6%），Essex Property Trust同比增速更快（5.5% vs 2.6%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -5.0%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
ESS vs ST — 直观对比
营收规模更大
ST
是对方的1.9倍
$479.6M
营收增速更快
ESS
高出3.0%
2.6%
净利率更高
ESS
高出8.6%
9.3%
两年增速更快
ESS
近两年复合增速
-5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $934.8M |
| 净利润 | $85.7M | $87.1M |
| 毛利率 | 70.0% | 30.6% |
| 营业利润率 | 31.7% | 15.1% |
| 净利率 | 17.9% | 9.3% |
| 营收同比 | 5.5% | 2.6% |
| 净利润同比 | -71.6% | 24.6% |
| 每股收益（稀释后） | $1.24 | $0.59 |
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ESSST
| Q1 26 | — | $934.8M | ||
| Q4 25 | $479.6M | $917.9M | ||
| Q3 25 | $473.3M | $932.0M | ||
| Q2 25 | $469.8M | $943.4M | ||
| Q1 25 | $464.6M | $911.3M | ||
| Q4 24 | $454.5M | $907.7M | ||
| Q3 24 | $450.7M | $982.8M | ||
| Q2 24 | $442.4M | $1.0B |
净利润ESSST
| Q1 26 | — | $87.1M | ||
| Q4 25 | $85.7M | $63.2M | ||
| Q3 25 | $172.7M | $-162.5M | ||
| Q2 25 | $231.5M | $60.7M | ||
| Q1 25 | $212.8M | $69.9M | ||
| Q4 24 | $301.7M | $5.8M | ||
| Q3 24 | $125.5M | $-25.0M | ||
| Q2 24 | $99.0M | $71.7M |
毛利率ESSST
| Q1 26 | — | 30.6% | ||
| Q4 25 | 70.0% | 29.0% | ||
| Q3 25 | 69.2% | 27.8% | ||
| Q2 25 | 70.7% | 30.3% | ||
| Q1 25 | 69.6% | 29.9% | ||
| Q4 24 | 70.0% | 27.1% | ||
| Q3 24 | 69.5% | 28.6% | ||
| Q2 24 | 70.8% | 30.0% |
营业利润率ESSST
| Q1 26 | — | 15.1% | ||
| Q4 25 | 31.7% | 10.9% | ||
| Q3 25 | 44.5% | -13.2% | ||
| Q2 25 | 59.5% | 14.6% | ||
| Q1 25 | 55.3% | 13.4% | ||
| Q4 24 | 67.0% | 8.1% | ||
| Q3 24 | 28.6% | -20.3% | ||
| Q2 24 | 31.1% | 12.5% |
净利率ESSST
| Q1 26 | — | 9.3% | ||
| Q4 25 | 17.9% | 6.9% | ||
| Q3 25 | 36.5% | -17.4% | ||
| Q2 25 | 49.3% | 6.4% | ||
| Q1 25 | 45.8% | 7.7% | ||
| Q4 24 | 66.4% | 0.6% | ||
| Q3 24 | 27.8% | -2.5% | ||
| Q2 24 | 22.4% | 6.9% |
每股收益（稀释后）ESSST
| Q1 26 | — | $0.59 | ||
| Q4 25 | $1.24 | $0.45 | ||
| Q3 25 | $2.56 | $-1.12 | ||
| Q2 25 | $3.44 | $0.41 | ||
| Q1 25 | $3.16 | $0.47 | ||
| Q4 24 | $4.00 | $0.05 | ||
| Q3 24 | $1.84 | $-0.17 | ||
| Q2 24 | $1.45 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $2.9B |
| 总资产 | $13.2B | $6.8B |
| 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ESSST
| Q1 26 | — | $635.1M | ||
| Q4 25 | $76.2M | $573.0M | ||
| Q3 25 | $66.0M | $791.3M | ||
| Q2 25 | $58.7M | $661.8M | ||
| Q1 25 | $98.7M | $588.1M | ||
| Q4 24 | $66.8M | $593.7M | ||
| Q3 24 | $71.3M | $506.2M | ||
| Q2 24 | $55.2M | $1.0B |
总债务ESSST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — |
股东权益ESSST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $5.5B | $2.8B | ||
| Q3 25 | $5.6B | $2.7B | ||
| Q2 25 | $5.6B | $2.9B | ||
| Q1 25 | $5.6B | $2.8B | ||
| Q4 24 | $5.5B | $2.9B | ||
| Q3 24 | $5.4B | $3.0B | ||
| Q2 24 | $5.5B | $3.0B |
总资产ESSST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $13.2B | $6.8B | ||
| Q3 25 | $13.2B | $7.1B | ||
| Q2 25 | $13.2B | $7.3B | ||
| Q1 25 | $13.2B | $7.2B | ||
| Q4 24 | $12.9B | $7.1B | ||
| Q3 24 | $12.6B | $7.3B | ||
| Q2 24 | $12.5B | $8.2B |
负债/权益比ESSST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.13× | — |
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 | $122.5M |
| 自由现金流经营现金流 - 资本支出 | — | $104.6M |
| 自由现金流率自由现金流/营收 | — | 11.2% |
| 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× | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $508.3M |
8季度趋势，按日历期对齐
经营现金流ESSST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $1.1B | $201.5M | ||
| Q3 25 | $342.6M | $159.9M | ||
| Q2 25 | $216.1M | $140.9M | ||
| Q1 25 | $281.5M | $119.2M | ||
| Q4 24 | $1.1B | $170.7M | ||
| Q3 24 | $316.2M | $130.9M | ||
| Q2 24 | $218.9M | $143.5M |
自由现金流ESSST
| Q1 26 | — | $104.6M | ||
| Q4 25 | — | $151.9M | ||
| Q3 25 | — | $136.2M | ||
| Q2 25 | — | $115.5M | ||
| Q1 25 | — | $86.6M | ||
| Q4 24 | — | $138.9M | ||
| Q3 24 | — | $91.3M | ||
| Q2 24 | — | $98.4M |
自由现金流率ESSST
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | 16.6% | ||
| Q3 25 | — | 14.6% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 9.5% | ||
| Q4 24 | — | 15.3% | ||
| Q3 24 | — | 9.3% | ||
| Q2 24 | — | 9.5% |
资本支出强度ESSST
| Q1 26 | — | — | ||
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.7% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 4.4% |
现金转化率ESSST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 12.53× | 3.19× | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | 2.32× | ||
| Q1 25 | 1.32× | 1.70× | ||
| Q4 24 | 3.54× | 29.50× | ||
| Q3 24 | 2.52× | — | ||
| Q2 24 | 2.21× | 2.00× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
