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Essex Property Trust（ESS）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是Essex Property Trust的1.7倍（$814.9M vs $479.6M），Ubiquiti Inc.净利率更高（28.7% vs 17.9%，领先10.8%），Ubiquiti Inc.同比增速更快（35.8% vs 5.5%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% 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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
ESS vs UI — 直观对比
营收规模更大
UI
是对方的1.7倍
$479.6M
营收增速更快
UI
高出30.3%
5.5%
净利率更高
UI
高出10.8%
17.9%
两年增速更快
UI
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $814.9M |
| 净利润 | $85.7M | $233.6M |
| 毛利率 | 70.0% | 45.9% |
| 营业利润率 | 31.7% | 35.9% |
| 净利率 | 17.9% | 28.7% |
| 营收同比 | 5.5% | 35.8% |
| 净利润同比 | -71.6% | 70.8% |
| 每股收益（稀释后） | $1.24 | $3.86 |
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ESSUI
| Q4 25 | $479.6M | $814.9M | ||
| Q3 25 | $473.3M | $733.8M | ||
| Q2 25 | $469.8M | $759.2M | ||
| Q1 25 | $464.6M | $664.2M | ||
| Q4 24 | $454.5M | $599.9M | ||
| Q3 24 | $450.7M | $550.3M | ||
| Q2 24 | $442.4M | $507.5M | ||
| Q1 24 | $426.9M | $493.0M |
净利润ESSUI
| Q4 25 | $85.7M | $233.6M | ||
| Q3 25 | $172.7M | $207.9M | ||
| Q2 25 | $231.5M | $266.7M | ||
| Q1 25 | $212.8M | $180.4M | ||
| Q4 24 | $301.7M | $136.8M | ||
| Q3 24 | $125.5M | $128.0M | ||
| Q2 24 | $99.0M | $103.8M | ||
| Q1 24 | $285.1M | $76.3M |
毛利率ESSUI
| Q4 25 | 70.0% | 45.9% | ||
| Q3 25 | 69.2% | 46.0% | ||
| Q2 25 | 70.7% | 45.1% | ||
| Q1 25 | 69.6% | 44.5% | ||
| Q4 24 | 70.0% | 41.2% | ||
| Q3 24 | 69.5% | 42.1% | ||
| Q2 24 | 70.8% | 40.2% | ||
| Q1 24 | 69.7% | 35.3% |
营业利润率ESSUI
| Q4 25 | 31.7% | 35.9% | ||
| Q3 25 | 44.5% | 35.7% | ||
| Q2 25 | 59.5% | 34.4% | ||
| Q1 25 | 55.3% | 34.2% | ||
| Q4 24 | 67.0% | 29.8% | ||
| Q3 24 | 28.6% | 30.7% | ||
| Q2 24 | 31.1% | 27.3% | ||
| Q1 24 | 31.0% | 22.6% |
净利率ESSUI
| Q4 25 | 17.9% | 28.7% | ||
| Q3 25 | 36.5% | 28.3% | ||
| Q2 25 | 49.3% | 35.1% | ||
| Q1 25 | 45.8% | 27.2% | ||
| Q4 24 | 66.4% | 22.8% | ||
| Q3 24 | 27.8% | 23.3% | ||
| Q2 24 | 22.4% | 20.5% | ||
| Q1 24 | 66.8% | 15.5% |
每股收益（稀释后）ESSUI
| Q4 25 | $1.24 | $3.86 | ||
| Q3 25 | $2.56 | $3.43 | ||
| Q2 25 | $3.44 | $4.40 | ||
| Q1 25 | $3.16 | $2.98 | ||
| Q4 24 | $4.00 | $2.26 | ||
| Q3 24 | $1.84 | $2.12 | ||
| Q2 24 | $1.45 | $1.72 | ||
| Q1 24 | $4.25 | $1.26 |
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 | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | $5.5B | $1.0B |
| 总资产 | $13.2B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资ESSUI
| Q4 25 | $76.2M | $302.8M | ||
| Q3 25 | $66.0M | $177.2M | ||
| Q2 25 | $58.7M | $149.7M | ||
| Q1 25 | $98.7M | $151.0M | ||
| Q4 24 | $66.8M | $133.1M | ||
| Q3 24 | $71.3M | $165.2M | ||
| Q2 24 | $55.2M | $126.3M | ||
| Q1 24 | $499.0M | $102.5M |
总债务ESSUI
| Q4 25 | — | $47.5M | ||
| Q3 25 | $6.4B | $133.8M | ||
| Q2 25 | $6.4B | $250.0M | ||
| Q1 25 | $6.8B | $340.0M | ||
| Q4 24 | — | $406.3M | ||
| Q3 24 | $6.4B | $552.5M | ||
| Q2 24 | $6.2B | $708.1M | ||
| Q1 24 | $6.6B | $877.5M |
股东权益ESSUI
| Q4 25 | $5.5B | $1.0B | ||
| Q3 25 | $5.6B | $828.4M | ||
| Q2 25 | $5.6B | $668.3M | ||
| Q1 25 | $5.6B | $436.1M | ||
| Q4 24 | $5.5B | $290.4M | ||
| Q3 24 | $5.4B | $188.1M | ||
| Q2 24 | $5.5B | $95.1M | ||
| Q1 24 | $5.5B | $25.9M |
总资产ESSUI
| Q4 25 | $13.2B | $1.6B | ||
| Q3 25 | $13.2B | $1.5B | ||
| Q2 25 | $13.2B | $1.5B | ||
| Q1 25 | $13.2B | $1.3B | ||
| Q4 24 | $12.9B | $1.2B | ||
| Q3 24 | $12.6B | $1.2B | ||
| Q2 24 | $12.5B | $1.2B | ||
| Q1 24 | $12.9B | $1.2B |
负债/权益比ESSUI
| Q4 25 | — | 0.05× | ||
| Q3 25 | 1.15× | 0.16× | ||
| Q2 25 | 1.14× | 0.37× | ||
| Q1 25 | 1.22× | 0.78× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | 1.18× | 2.94× | ||
| Q2 24 | 1.13× | 7.45× | ||
| Q1 24 | 1.19× | 33.92× |
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 | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 12.53× | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流ESSUI
| Q4 25 | $1.1B | $263.9M | ||
| Q3 25 | $342.6M | $198.5M | ||
| Q2 25 | $216.1M | $130.4M | ||
| Q1 25 | $281.5M | $123.6M | ||
| Q4 24 | $1.1B | $152.4M | ||
| Q3 24 | $316.2M | $233.7M | ||
| Q2 24 | $218.9M | $231.4M | ||
| Q1 24 | $314.9M | $163.9M |
自由现金流ESSUI
| Q4 25 | — | $260.3M | ||
| Q3 25 | — | $193.3M | ||
| Q2 25 | — | $125.2M | ||
| Q1 25 | — | $120.7M | ||
| Q4 24 | — | $150.4M | ||
| Q3 24 | — | $231.1M | ||
| Q2 24 | — | $229.5M | ||
| Q1 24 | — | $160.6M |
自由现金流率ESSUI
| Q4 25 | — | 31.9% | ||
| Q3 25 | — | 26.3% | ||
| Q2 25 | — | 16.5% | ||
| Q1 25 | — | 18.2% | ||
| Q4 24 | — | 25.1% | ||
| Q3 24 | — | 42.0% | ||
| Q2 24 | — | 45.2% | ||
| Q1 24 | — | 32.6% |
资本支出强度ESSUI
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.7% |
现金转化率ESSUI
| Q4 25 | 12.53× | 1.13× | ||
| Q3 25 | 1.98× | 0.95× | ||
| Q2 25 | 0.93× | 0.49× | ||
| Q1 25 | 1.32× | 0.68× | ||
| Q4 24 | 3.54× | 1.11× | ||
| Q3 24 | 2.52× | 1.83× | ||
| Q2 24 | 2.21× | 2.23× | ||
| Q1 24 | 1.10× | 2.15× |
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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
