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Essex Property Trust（ESS）与Talen Energy Corp（TLN）财务数据对比。点击上方公司名可切换其他公司
Talen Energy Corp的季度营收约是Essex Property Trust的1.6倍（$758.0M vs $479.6M），Essex Property Trust净利率更高（17.9% vs -47.9%，领先65.8%），Talen Energy Corp同比增速更快（114.7% vs 5.5%），过去两年Talen Energy Corp的营收复合增速更高（35.0% 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。
PPL公司是总部位于美国宾夕法尼亚州东部利哈伊谷阿伦敦的能源企业，于纽约证券交易所上市（股票代码：PPL），属标普500指数成分股。截至2022年，公司营收79亿美元，总资产超370亿美元，拥有6500名员工，服务360万客户。
ESS vs TLN — 直观对比
营收规模更大
TLN
是对方的1.6倍
$479.6M
营收增速更快
TLN
高出109.2%
5.5%
净利率更高
ESS
高出65.8%
-47.9%
两年增速更快
TLN
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $758.0M |
| 净利润 | $85.7M | $-363.0M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | -41.3% |
| 净利率 | 17.9% | -47.9% |
| 营收同比 | 5.5% | 114.7% |
| 净利润同比 | -71.6% | -542.7% |
| 每股收益（稀释后） | $1.24 | $-7.60 |
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ESSTLN
| Q4 25 | $479.6M | $758.0M | ||
| Q3 25 | $473.3M | $697.0M | ||
| Q2 25 | $469.8M | $409.0M | ||
| Q1 25 | $464.6M | $654.0M | ||
| Q4 24 | $454.5M | $353.0M | ||
| Q3 24 | $450.7M | $459.0M | ||
| Q2 24 | $442.4M | $346.0M | ||
| Q1 24 | $426.9M | $416.0M |
净利润ESSTLN
| Q4 25 | $85.7M | $-363.0M | ||
| Q3 25 | $172.7M | $207.0M | ||
| Q2 25 | $231.5M | $72.0M | ||
| Q1 25 | $212.8M | $-135.0M | ||
| Q4 24 | $301.7M | $82.0M | ||
| Q3 24 | $125.5M | $168.0M | ||
| Q2 24 | $99.0M | $454.0M | ||
| Q1 24 | $285.1M | $294.0M |
毛利率ESSTLN
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | — | ||
| Q2 25 | 70.7% | — | ||
| Q1 25 | 69.6% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.5% | — | ||
| Q2 24 | 70.8% | — | ||
| Q1 24 | 69.7% | — |
营业利润率ESSTLN
| Q4 25 | 31.7% | -41.3% | ||
| Q3 25 | 44.5% | 37.7% | ||
| Q2 25 | 59.5% | 16.1% | ||
| Q1 25 | 55.3% | -16.2% | ||
| Q4 24 | 67.0% | 4.5% | ||
| Q3 24 | 28.6% | 34.4% | ||
| Q2 24 | 31.1% | 7.8% | ||
| Q1 24 | 31.0% | 6.0% |
净利率ESSTLN
| Q4 25 | 17.9% | -47.9% | ||
| Q3 25 | 36.5% | 29.7% | ||
| Q2 25 | 49.3% | 17.6% | ||
| Q1 25 | 45.8% | -20.6% | ||
| Q4 24 | 66.4% | 23.2% | ||
| Q3 24 | 27.8% | 36.6% | ||
| Q2 24 | 22.4% | 131.2% | ||
| Q1 24 | 66.8% | 70.7% |
每股收益（稀释后）ESSTLN
| Q4 25 | $1.24 | $-7.60 | ||
| Q3 25 | $2.56 | $4.25 | ||
| Q2 25 | $3.44 | $1.50 | ||
| Q1 25 | $3.16 | $-2.94 | ||
| Q4 24 | $4.00 | $2.07 | ||
| Q3 24 | $1.84 | $3.16 | ||
| Q2 24 | $1.45 | $7.60 | ||
| Q1 24 | $4.25 | $4.84 |
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 | $689.0M |
| 总债务越低越好 | — | $6.8B |
| 股东权益账面价值 | $5.5B | $1.1B |
| 总资产 | $13.2B | $10.9B |
| 负债/权益比越低杠杆越低 | — | 6.23× |
8季度趋势，按日历期对齐
现金及短期投资ESSTLN
| Q4 25 | $76.2M | $689.0M | ||
| Q3 25 | $66.0M | $497.0M | ||
| Q2 25 | $58.7M | $122.0M | ||
| Q1 25 | $98.7M | $295.0M | ||
| Q4 24 | $66.8M | $328.0M | ||
| Q3 24 | $71.3M | $648.0M | ||
| Q2 24 | $55.2M | $632.0M | ||
| Q1 24 | $499.0M | — |
总债务ESSTLN
| Q4 25 | — | $6.8B | ||
| Q3 25 | $6.4B | $3.0B | ||
| Q2 25 | $6.4B | $3.0B | ||
| Q1 25 | $6.8B | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | $6.4B | $2.6B | ||
| Q2 24 | $6.2B | $2.6B | ||
| Q1 24 | $6.6B | — |
股东权益ESSTLN
| Q4 25 | $5.5B | $1.1B | ||
| Q3 25 | $5.6B | $1.5B | ||
| Q2 25 | $5.6B | $1.2B | ||
| Q1 25 | $5.6B | $1.2B | ||
| Q4 24 | $5.5B | $1.4B | ||
| Q3 24 | $5.4B | $2.4B | ||
| Q2 24 | $5.5B | $2.5B | ||
| Q1 24 | $5.5B | $2.8B |
总资产ESSTLN
| Q4 25 | $13.2B | $10.9B | ||
| Q3 25 | $13.2B | $6.1B | ||
| Q2 25 | $13.2B | $5.8B | ||
| Q1 25 | $13.2B | $5.9B | ||
| Q4 24 | $12.9B | $6.1B | ||
| Q3 24 | $12.6B | $6.8B | ||
| Q2 24 | $12.5B | $7.1B | ||
| Q1 24 | $12.9B | — |
负债/权益比ESSTLN
| Q4 25 | — | 6.23× | ||
| Q3 25 | 1.15× | 2.03× | ||
| Q2 25 | 1.14× | 2.40× | ||
| Q1 25 | 1.22× | 2.54× | ||
| Q4 24 | — | 2.17× | ||
| Q3 24 | 1.18× | 1.10× | ||
| Q2 24 | 1.13× | 1.05× | ||
| 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 | $280.0M |
| 自由现金流经营现金流 - 资本支出 | — | $254.0M |
| 自由现金流率自由现金流/营收 | — | 33.5% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 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 | — | $606.0M |
8季度趋势，按日历期对齐
经营现金流ESSTLN
| Q4 25 | $1.1B | $280.0M | ||
| Q3 25 | $342.6M | $489.0M | ||
| Q2 25 | $216.1M | $-184.0M | ||
| Q1 25 | $281.5M | $119.0M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $316.2M | $96.0M | ||
| Q2 24 | $218.9M | $-23.0M | ||
| Q1 24 | $314.9M | $173.0M |
自由现金流ESSTLN
| Q4 25 | — | $254.0M | ||
| Q3 25 | — | $468.0M | ||
| Q2 25 | — | $-217.0M | ||
| Q1 25 | — | $101.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $83.0M | ||
| Q2 24 | — | $-43.0M | ||
| Q1 24 | — | $148.0M |
自由现金流率ESSTLN
| Q4 25 | — | 33.5% | ||
| Q3 25 | — | 67.1% | ||
| Q2 25 | — | -53.1% | ||
| Q1 25 | — | 15.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 18.1% | ||
| Q2 24 | — | -12.4% | ||
| Q1 24 | — | 35.6% |
资本支出强度ESSTLN
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 8.1% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 6.0% |
现金转化率ESSTLN
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | 2.36× | ||
| Q2 25 | 0.93× | -2.56× | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | 0.57× | ||
| Q2 24 | 2.21× | -0.05× | ||
| Q1 24 | 1.10× | 0.59× |
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
TLN
| Electricity Sales And Ancillary Services | $555.0M | 73% |
| Operating Revenue Capacity | $182.0M | 24% |
| Physical Electricity Sales Bilateral Contracts Other | $21.0M | 3% |
