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Essex Property Trust（ESS）与Tyler Technologies（TYL）财务数据对比。点击上方公司名可切换其他公司
Tyler Technologies的季度营收约是Essex Property Trust的1.3倍（$613.5M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 13.2%，领先4.6%），Tyler Technologies同比增速更快（8.6% vs 5.5%），过去两年Tyler Technologies的营收复合增速更高（6.5% 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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业，主营面向美国公共部门提供自研专有软件，目前在全美17个州设有办事处，另在加拿大安大略省多伦多市设有一处办公网点。
ESS vs TYL — 直观对比
营收规模更大
TYL
是对方的1.3倍
$479.6M
营收增速更快
TYL
高出3.0%
5.5%
净利率更高
ESS
高出4.6%
13.2%
两年增速更快
TYL
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $613.5M |
| 净利润 | $85.7M | $81.2M |
| 毛利率 | 70.0% | 48.3% |
| 营业利润率 | 31.7% | 16.3% |
| 净利率 | 17.9% | 13.2% |
| 营收同比 | 5.5% | 8.6% |
| 净利润同比 | -71.6% | — |
| 每股收益（稀释后） | $1.24 | $1.88 |
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ESSTYL
| Q1 26 | — | $613.5M | ||
| Q4 25 | $479.6M | $575.2M | ||
| Q3 25 | $473.3M | $595.9M | ||
| Q2 25 | $469.8M | $596.1M | ||
| Q1 25 | $464.6M | $565.2M | ||
| Q4 24 | $454.5M | $541.1M | ||
| Q3 24 | $450.7M | $543.3M | ||
| Q2 24 | $442.4M | $541.0M |
净利润ESSTYL
| Q1 26 | — | $81.2M | ||
| Q4 25 | $85.7M | $65.5M | ||
| Q3 25 | $172.7M | $84.4M | ||
| Q2 25 | $231.5M | $84.6M | ||
| Q1 25 | $212.8M | $81.1M | ||
| Q4 24 | $301.7M | $65.2M | ||
| Q3 24 | $125.5M | $75.9M | ||
| Q2 24 | $99.0M | $67.7M |
毛利率ESSTYL
| Q1 26 | — | 48.3% | ||
| Q4 25 | 70.0% | 45.5% | ||
| Q3 25 | 69.2% | 47.2% | ||
| Q2 25 | 70.7% | 45.8% | ||
| Q1 25 | 69.6% | 47.3% | ||
| Q4 24 | 70.0% | 43.8% | ||
| Q3 24 | 69.5% | 43.7% | ||
| Q2 24 | 70.8% | 44.0% |
营业利润率ESSTYL
| Q1 26 | — | 16.3% | ||
| Q4 25 | 31.7% | 13.0% | ||
| Q3 25 | 44.5% | 16.4% | ||
| Q2 25 | 59.5% | 16.0% | ||
| Q1 25 | 55.3% | 15.8% | ||
| Q4 24 | 67.0% | 13.2% | ||
| Q3 24 | 28.6% | 15.2% | ||
| Q2 24 | 31.1% | 14.4% |
净利率ESSTYL
| Q1 26 | — | 13.2% | ||
| Q4 25 | 17.9% | 11.4% | ||
| Q3 25 | 36.5% | 14.2% | ||
| Q2 25 | 49.3% | 14.2% | ||
| Q1 25 | 45.8% | 14.3% | ||
| Q4 24 | 66.4% | 12.1% | ||
| Q3 24 | 27.8% | 14.0% | ||
| Q2 24 | 22.4% | 12.5% |
每股收益（稀释后）ESSTYL
| Q1 26 | — | $1.88 | ||
| Q4 25 | $1.24 | $1.50 | ||
| Q3 25 | $2.56 | $1.93 | ||
| Q2 25 | $3.44 | $1.93 | ||
| Q1 25 | $3.16 | $1.84 | ||
| Q4 24 | $4.00 | $1.48 | ||
| Q3 24 | $1.84 | $1.74 | ||
| Q2 24 | $1.45 | $1.57 |
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 | $346.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $3.6B |
| 总资产 | $13.2B | $4.8B |
| 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ESSTYL
| Q1 26 | — | $346.4M | ||
| Q4 25 | $76.2M | $1.1B | ||
| Q3 25 | $66.0M | $950.8M | ||
| Q2 25 | $58.7M | $892.3M | ||
| Q1 25 | $98.7M | $807.4M | ||
| Q4 24 | $66.8M | $768.0M | ||
| Q3 24 | $71.3M | $544.3M | ||
| Q2 24 | $55.2M | $258.0M |
总债务ESSTYL
| Q1 26 | — | — | ||
| Q4 25 | — | $599.7M | ||
| Q3 25 | $6.4B | $599.2M | ||
| Q2 25 | $6.4B | $598.8M | ||
| Q1 25 | $6.8B | $598.4M | ||
| Q4 24 | — | $597.9M | ||
| Q3 24 | $6.4B | $597.5M | ||
| Q2 24 | $6.2B | $597.1M |
股东权益ESSTYL
| Q1 26 | — | $3.6B | ||
| Q4 25 | $5.5B | $3.7B | ||
| Q3 25 | $5.6B | $3.6B | ||
| Q2 25 | $5.6B | $3.6B | ||
| Q1 25 | $5.6B | $3.5B | ||
| Q4 24 | $5.5B | $3.4B | ||
| Q3 24 | $5.4B | $3.3B | ||
| Q2 24 | $5.5B | $3.1B |
总资产ESSTYL
| Q1 26 | — | $4.8B | ||
| Q4 25 | $13.2B | $5.6B | ||
| Q3 25 | $13.2B | $5.5B | ||
| Q2 25 | $13.2B | $5.4B | ||
| Q1 25 | $13.2B | $5.2B | ||
| Q4 24 | $12.9B | $5.2B | ||
| Q3 24 | $12.6B | $5.0B | ||
| Q2 24 | $12.5B | $4.8B |
负债/权益比ESSTYL
| Q1 26 | — | — | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | 1.15× | 0.17× | ||
| Q2 25 | 1.14× | 0.16× | ||
| Q1 25 | 1.22× | 0.17× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | 1.18× | 0.18× | ||
| Q2 24 | 1.13× | 0.19× |
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 | $107.3M |
| 自由现金流经营现金流 - 资本支出 | — | $2.0M |
| 自由现金流率自由现金流/营收 | — | 0.3% |
| 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× | 1.32× |
| 过去12个月自由现金流最近4个季度 | — | $585.7M |
8季度趋势，按日历期对齐
经营现金流ESSTYL
| Q1 26 | — | $107.3M | ||
| Q4 25 | $1.1B | $243.9M | ||
| Q3 25 | $342.6M | $255.2M | ||
| Q2 25 | $216.1M | $98.3M | ||
| Q1 25 | $281.5M | $56.2M | ||
| Q4 24 | $1.1B | $224.8M | ||
| Q3 24 | $316.2M | $263.7M | ||
| Q2 24 | $218.9M | $64.3M |
自由现金流ESSTYL
| Q1 26 | — | $2.0M | ||
| Q4 25 | — | $239.6M | ||
| Q3 25 | — | $251.3M | ||
| Q2 25 | — | $92.8M | ||
| Q1 25 | — | $53.8M | ||
| Q4 24 | — | $221.0M | ||
| Q3 24 | — | $260.8M | ||
| Q2 24 | — | $57.7M |
自由现金流率ESSTYL
| Q1 26 | — | 0.3% | ||
| Q4 25 | — | 41.7% | ||
| Q3 25 | — | 42.2% | ||
| Q2 25 | — | 15.6% | ||
| Q1 25 | — | 9.5% | ||
| Q4 24 | — | 40.8% | ||
| Q3 24 | — | 48.0% | ||
| Q2 24 | — | 10.7% |
资本支出强度ESSTYL
| Q1 26 | — | — | ||
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 1.2% |
现金转化率ESSTYL
| Q1 26 | — | 1.32× | ||
| Q4 25 | 12.53× | 3.72× | ||
| Q3 25 | 1.98× | 3.02× | ||
| Q2 25 | 0.93× | 1.16× | ||
| Q1 25 | 1.32× | 0.69× | ||
| Q4 24 | 3.54× | 3.45× | ||
| Q3 24 | 2.52× | 3.47× | ||
| Q2 24 | 2.21× | 0.95× |
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
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |
