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Essex Property Trust（ESS）与UNIFIRST CORP（UNF）财务数据对比。点击上方公司名可切换其他公司
UNIFIRST CORP的季度营收约是Essex Property Trust的1.3倍（$621.3M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 5.5%，领先12.3%），Essex Property Trust同比增速更快（5.5% vs 2.7%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 2.3%）
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。
UniFirst是总部位于美国马萨诸塞州威尔明顿的职业工装租赁服务商，业务覆盖工装及防护服装的生产、销售与租赁。公司拥有超过1.4万名员工，在美、加、欧设有260多处运营网点，涵盖客服中心、核净化设施、洁净车间、配送中心及生产工厂。
ESS vs UNF — 直观对比
营收规模更大
UNF
是对方的1.3倍
$479.6M
营收增速更快
ESS
高出2.8%
2.7%
净利率更高
ESS
高出12.3%
5.5%
两年增速更快
ESS
近两年复合增速
2.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $621.3M |
| 净利润 | $85.7M | $34.4M |
| 毛利率 | 70.0% | 36.7% |
| 营业利润率 | 31.7% | 7.3% |
| 净利率 | 17.9% | 5.5% |
| 营收同比 | 5.5% | 2.7% |
| 净利润同比 | -71.6% | -20.3% |
| 每股收益（稀释后） | $1.24 | $1.89 |
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ESSUNF
| Q4 25 | $479.6M | $621.3M | ||
| Q3 25 | $473.3M | $614.4M | ||
| Q2 25 | $469.8M | $610.8M | ||
| Q1 25 | $464.6M | — | ||
| Q4 24 | $454.5M | $604.9M | ||
| Q3 24 | $450.7M | $639.9M | ||
| Q2 24 | $442.4M | $603.3M | ||
| Q1 24 | $426.9M | $590.7M |
净利润ESSUNF
| Q4 25 | $85.7M | $34.4M | ||
| Q3 25 | $172.7M | $41.0M | ||
| Q2 25 | $231.5M | $39.7M | ||
| Q1 25 | $212.8M | — | ||
| Q4 24 | $301.7M | $43.1M | ||
| Q3 24 | $125.5M | $44.6M | ||
| Q2 24 | $99.0M | $38.1M | ||
| Q1 24 | $285.1M | $20.5M |
毛利率ESSUNF
| Q4 25 | 70.0% | 36.7% | ||
| Q3 25 | 69.2% | 37.8% | ||
| Q2 25 | 70.7% | 36.9% | ||
| Q1 25 | 69.6% | — | ||
| Q4 24 | 70.0% | 37.0% | ||
| Q3 24 | 69.5% | 36.1% | ||
| Q2 24 | 70.8% | 35.2% | ||
| Q1 24 | 69.7% | 32.9% |
营业利润率ESSUNF
| Q4 25 | 31.7% | 7.3% | ||
| Q3 25 | 44.5% | 8.1% | ||
| Q2 25 | 59.5% | 7.9% | ||
| Q1 25 | 55.3% | — | ||
| Q4 24 | 67.0% | 9.2% | ||
| Q3 24 | 28.6% | 8.4% | ||
| Q2 24 | 31.1% | 8.0% | ||
| Q1 24 | 31.0% | 4.7% |
净利率ESSUNF
| Q4 25 | 17.9% | 5.5% | ||
| Q3 25 | 36.5% | 6.7% | ||
| Q2 25 | 49.3% | 6.5% | ||
| Q1 25 | 45.8% | — | ||
| Q4 24 | 66.4% | 7.1% | ||
| Q3 24 | 27.8% | 7.0% | ||
| Q2 24 | 22.4% | 6.3% | ||
| Q1 24 | 66.8% | 3.5% |
每股收益（稀释后）ESSUNF
| Q4 25 | $1.24 | $1.89 | ||
| Q3 25 | $2.56 | $2.23 | ||
| Q2 25 | $3.44 | $2.13 | ||
| Q1 25 | $3.16 | — | ||
| Q4 24 | $4.00 | $2.31 | ||
| Q3 24 | $1.84 | $2.39 | ||
| Q2 24 | $1.45 | $2.03 | ||
| Q1 24 | $4.25 | $1.09 |
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 | $129.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $2.2B |
| 总资产 | $13.2B | $2.8B |
| 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ESSUNF
| Q4 25 | $76.2M | $129.5M | ||
| Q3 25 | $66.0M | $209.2M | ||
| Q2 25 | $58.7M | $211.9M | ||
| Q1 25 | $98.7M | — | ||
| Q4 24 | $66.8M | $181.0M | ||
| Q3 24 | $71.3M | $175.1M | ||
| Q2 24 | $55.2M | $125.4M | ||
| Q1 24 | $499.0M | $101.9M |
总债务ESSUNF
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.6B | — |
股东权益ESSUNF
| Q4 25 | $5.5B | $2.2B | ||
| Q3 25 | $5.6B | $2.2B | ||
| Q2 25 | $5.6B | $2.2B | ||
| Q1 25 | $5.6B | — | ||
| Q4 24 | $5.5B | $2.1B | ||
| Q3 24 | $5.4B | $2.1B | ||
| Q2 24 | $5.5B | $2.1B | ||
| Q1 24 | $5.5B | $2.0B |
总资产ESSUNF
| Q4 25 | $13.2B | $2.8B | ||
| Q3 25 | $13.2B | $2.8B | ||
| Q2 25 | $13.2B | $2.8B | ||
| Q1 25 | $13.2B | — | ||
| Q4 24 | $12.9B | $2.7B | ||
| Q3 24 | $12.6B | $2.7B | ||
| Q2 24 | $12.5B | $2.7B | ||
| Q1 24 | $12.9B | $2.6B |
负债/权益比ESSUNF
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.13× | — | ||
| 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 | $14.9M |
| 自由现金流经营现金流 - 资本支出 | — | $-24.0M |
| 自由现金流率自由现金流/营收 | — | -3.9% |
| 资本支出强度资本支出/营收 | — | 6.3% |
| 现金转化率经营现金流/净利润 | 12.53× | 0.43× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ESSUNF
| Q4 25 | $1.1B | $14.9M | ||
| Q3 25 | $342.6M | — | ||
| Q2 25 | $216.1M | $138.4M | ||
| Q1 25 | $281.5M | — | ||
| Q4 24 | $1.1B | $58.1M | ||
| Q3 24 | $316.2M | $102.3M | ||
| Q2 24 | $218.9M | $86.3M | ||
| Q1 24 | $314.9M | $61.1M |
自由现金流ESSUNF
| Q4 25 | — | $-24.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $62.1M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $24.6M | ||
| Q3 24 | — | $63.8M | ||
| Q2 24 | — | $37.3M | ||
| Q1 24 | — | $27.2M |
自由现金流率ESSUNF
| Q4 25 | — | -3.9% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.1% | ||
| Q3 24 | — | 10.0% | ||
| Q2 24 | — | 6.2% | ||
| Q1 24 | — | 4.6% |
资本支出强度ESSUNF
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 12.5% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | — | 8.1% | ||
| Q1 24 | — | 5.7% |
现金转化率ESSUNF
| Q4 25 | 12.53× | 0.43× | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | 3.49× | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | 1.35× | ||
| Q3 24 | 2.52× | 2.29× | ||
| Q2 24 | 2.21× | 2.27× | ||
| Q1 24 | 1.10× | 2.98× |
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
UNF
| Uniforms And Facility Service Solutions | $568.8M | 92% |
| First Aid And Safety Solutions | $30.8M | 5% |
| Other | $22.9M | 4% |
| Served As An Senior Officer | $400.0K | 0% |
