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Essex Property Trust（ESS）与Tecnoglass Inc.（TGLS）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Tecnoglass Inc.的2.0倍（$479.6M vs $245.3M），Essex Property Trust净利率更高（17.9% vs 10.6%，领先7.2%），Essex Property Trust同比增速更快（5.5% vs 2.4%），过去两年Tecnoglass Inc.的营收复合增速更高（12.8% 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。
Tecnoglass Inc.是一家领先的建筑玻璃、铝制门窗及相关建材生产商，主要服务北美及拉美地区的住宅和商业建筑领域，为新建及翻新项目提供定制化、高能效的建筑解决方案。
ESS vs TGLS — 直观对比
营收规模更大
ESS
是对方的2.0倍
$245.3M
营收增速更快
ESS
高出3.1%
2.4%
净利率更高
ESS
高出7.2%
10.6%
两年增速更快
TGLS
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $245.3M |
| 净利润 | $85.7M | $26.1M |
| 毛利率 | 70.0% | 40.0% |
| 营业利润率 | 31.7% | 18.3% |
| 净利率 | 17.9% | 10.6% |
| 营收同比 | 5.5% | 2.4% |
| 净利润同比 | -71.6% | -44.5% |
| 每股收益（稀释后） | $1.24 | $0.57 |
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ESSTGLS
| Q4 25 | $479.6M | $245.3M | ||
| Q3 25 | $473.3M | $260.5M | ||
| Q2 25 | $469.8M | $255.5M | ||
| Q1 25 | $464.6M | $222.3M | ||
| Q4 24 | $454.5M | $239.6M | ||
| Q3 24 | $450.7M | $238.3M | ||
| Q2 24 | $442.4M | $219.7M | ||
| Q1 24 | $426.9M | $192.6M |
净利润ESSTGLS
| Q4 25 | $85.7M | $26.1M | ||
| Q3 25 | $172.7M | $47.2M | ||
| Q2 25 | $231.5M | $44.1M | ||
| Q1 25 | $212.8M | $42.2M | ||
| Q4 24 | $301.7M | $47.0M | ||
| Q3 24 | $125.5M | $49.5M | ||
| Q2 24 | $99.0M | $35.0M | ||
| Q1 24 | $285.1M | $29.7M |
毛利率ESSTGLS
| Q4 25 | 70.0% | 40.0% | ||
| Q3 25 | 69.2% | 42.7% | ||
| Q2 25 | 70.7% | 44.7% | ||
| Q1 25 | 69.6% | 43.9% | ||
| Q4 24 | 70.0% | 44.5% | ||
| Q3 24 | 69.5% | 45.8% | ||
| Q2 24 | 70.8% | 40.8% | ||
| Q1 24 | 69.7% | 38.8% |
营业利润率ESSTGLS
| Q4 25 | 31.7% | 18.3% | ||
| Q3 25 | 44.5% | 25.1% | ||
| Q2 25 | 59.5% | 24.0% | ||
| Q1 25 | 55.3% | 26.7% | ||
| Q4 24 | 67.0% | 28.0% | ||
| Q3 24 | 28.6% | 28.4% | ||
| Q2 24 | 31.1% | 23.3% | ||
| Q1 24 | 31.0% | 21.3% |
净利率ESSTGLS
| Q4 25 | 17.9% | 10.6% | ||
| Q3 25 | 36.5% | 18.1% | ||
| Q2 25 | 49.3% | 17.3% | ||
| Q1 25 | 45.8% | 19.0% | ||
| Q4 24 | 66.4% | 19.6% | ||
| Q3 24 | 27.8% | 20.8% | ||
| Q2 24 | 22.4% | 15.9% | ||
| Q1 24 | 66.8% | 15.4% |
每股收益（稀释后）ESSTGLS
| Q4 25 | $1.24 | $0.57 | ||
| Q3 25 | $2.56 | $1.01 | ||
| Q2 25 | $3.44 | $0.94 | ||
| Q1 25 | $3.16 | $0.90 | ||
| Q4 24 | $4.00 | $1.00 | ||
| Q3 24 | $1.84 | $1.05 | ||
| Q2 24 | $1.45 | $0.75 | ||
| Q1 24 | $4.25 | $0.63 |
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 | $104.1M |
| 总债务越低越好 | — | $174.4M |
| 股东权益账面价值 | $5.5B | $713.1M |
| 总资产 | $13.2B | $1.3B |
| 负债/权益比越低杠杆越低 | — | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资ESSTGLS
| Q4 25 | $76.2M | $104.1M | ||
| Q3 25 | $66.0M | $127.1M | ||
| Q2 25 | $58.7M | $140.9M | ||
| Q1 25 | $98.7M | $160.2M | ||
| Q4 24 | $66.8M | $137.5M | ||
| Q3 24 | $71.3M | $124.8M | ||
| Q2 24 | $55.2M | $129.5M | ||
| Q1 24 | $499.0M | $138.8M |
总债务ESSTGLS
| Q4 25 | — | $174.4M | ||
| Q3 25 | $6.4B | $114.7M | ||
| Q2 25 | $6.4B | $110.6M | ||
| Q1 25 | $6.8B | $110.6M | ||
| Q4 24 | — | $111.1M | ||
| Q3 24 | $6.4B | $126.8M | ||
| Q2 24 | $6.2B | $144.7M | ||
| Q1 24 | $6.6B | $160.9M |
股东权益ESSTGLS
| Q4 25 | $5.5B | $713.1M | ||
| Q3 25 | $5.6B | $764.0M | ||
| Q2 25 | $5.6B | $736.0M | ||
| Q1 25 | $5.6B | $685.1M | ||
| Q4 24 | $5.5B | $631.2M | ||
| Q3 24 | $5.4B | $613.3M | ||
| Q2 24 | $5.5B | $574.8M | ||
| Q1 24 | $5.5B | $573.6M |
总资产ESSTGLS
| Q4 25 | $13.2B | $1.3B | ||
| Q3 25 | $13.2B | $1.2B | ||
| Q2 25 | $13.2B | $1.2B | ||
| Q1 25 | $13.2B | $1.1B | ||
| Q4 24 | $12.9B | $1.0B | ||
| Q3 24 | $12.6B | $996.3M | ||
| Q2 24 | $12.5B | $942.5M | ||
| Q1 24 | $12.9B | $981.6M |
负债/权益比ESSTGLS
| Q4 25 | — | 0.24× | ||
| Q3 25 | 1.15× | 0.15× | ||
| Q2 25 | 1.14× | 0.15× | ||
| Q1 25 | 1.22× | 0.16× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | 1.18× | 0.21× | ||
| Q2 24 | 1.13× | 0.25× | ||
| Q1 24 | 1.19× | 0.28× |
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 | $31.0M |
| 自由现金流经营现金流 - 资本支出 | — | $11.4M |
| 自由现金流率自由现金流/营收 | — | 4.7% |
| 资本支出强度资本支出/营收 | — | 8.0% |
| 现金转化率经营现金流/净利润 | 12.53× | 1.19× |
| 过去12个月自由现金流最近4个季度 | — | $34.5M |
8季度趋势，按日历期对齐
经营现金流ESSTGLS
| Q4 25 | $1.1B | $31.0M | ||
| Q3 25 | $342.6M | $40.0M | ||
| Q2 25 | $216.1M | $17.9M | ||
| Q1 25 | $281.5M | $46.9M | ||
| Q4 24 | $1.1B | $61.1M | ||
| Q3 24 | $316.2M | $41.5M | ||
| Q2 24 | $218.9M | $34.5M | ||
| Q1 24 | $314.9M | $33.4M |
自由现金流ESSTGLS
| Q4 25 | — | $11.4M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $-14.7M | ||
| Q1 25 | — | $16.5M | ||
| Q4 24 | — | $35.4M | ||
| Q3 24 | — | $17.8M | ||
| Q2 24 | — | $14.2M | ||
| Q1 24 | — | $23.6M |
自由现金流率ESSTGLS
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 8.2% | ||
| Q2 25 | — | -5.7% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | — | 14.8% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 6.5% | ||
| Q1 24 | — | 12.2% |
资本支出强度ESSTGLS
| Q4 25 | — | 8.0% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | — | 12.7% | ||
| Q1 25 | — | 13.7% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | — | 9.2% | ||
| Q1 24 | — | 5.1% |
现金转化率ESSTGLS
| Q4 25 | 12.53× | 1.19× | ||
| Q3 25 | 1.98× | 0.85× | ||
| Q2 25 | 0.93× | 0.41× | ||
| Q1 25 | 1.32× | 1.11× | ||
| Q4 24 | 3.54× | 1.30× | ||
| Q3 24 | 2.52× | 0.84× | ||
| Q2 24 | 2.21× | 0.98× | ||
| Q1 24 | 1.10× | 1.13× |
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
TGLS
| Product Sales | $164.2M | 67% |
| Fixed Price Contracts | $81.1M | 33% |
| Related Party | $692.0K | 0% |
