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Essex Property Trust（ESS）与UNITED THERAPEUTICS Corp（UTHR）财务数据对比。点击上方公司名可切换其他公司
UNITED THERAPEUTICS Corp的季度营收约是Essex Property Trust的1.6倍（$790.2M vs $479.6M），UNITED THERAPEUTICS Corp净利率更高（46.1% vs 17.9%，领先28.2%），UNITED THERAPEUTICS Corp同比增速更快（7.4% vs 5.5%），过去两年UNITED THERAPEUTICS Corp的营收复合增速更高（8.0% 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。
United Therapeutics是美国生物技术企业，专注开发包含异种移植在内的器官移植相关药物与技术，多款产品布局肺部疾病及器官制造赛道，双总部位于马里兰州银泉与北卡罗来纳州三角研究园，在美加多地设有研发及运营分支机构。
ESS vs UTHR — 直观对比
营收规模更大
UTHR
是对方的1.6倍
$479.6M
营收增速更快
UTHR
高出1.8%
5.5%
净利率更高
UTHR
高出28.2%
17.9%
两年增速更快
UTHR
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $790.2M |
| 净利润 | $85.7M | $364.3M |
| 毛利率 | 70.0% | 86.9% |
| 营业利润率 | 31.7% | 45.1% |
| 净利率 | 17.9% | 46.1% |
| 营收同比 | 5.5% | 7.4% |
| 净利润同比 | -71.6% | 20.9% |
| 每股收益（稀释后） | $1.24 | $7.66 |
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ESSUTHR
| Q4 25 | $479.6M | $790.2M | ||
| Q3 25 | $473.3M | $799.5M | ||
| Q2 25 | $469.8M | $798.6M | ||
| Q1 25 | $464.6M | $794.4M | ||
| Q4 24 | $454.5M | $735.9M | ||
| Q3 24 | $450.7M | $748.9M | ||
| Q2 24 | $442.4M | $714.9M | ||
| Q1 24 | $426.9M | $677.7M |
净利润ESSUTHR
| Q4 25 | $85.7M | $364.3M | ||
| Q3 25 | $172.7M | $338.7M | ||
| Q2 25 | $231.5M | $309.5M | ||
| Q1 25 | $212.8M | $322.2M | ||
| Q4 24 | $301.7M | $301.3M | ||
| Q3 24 | $125.5M | $309.1M | ||
| Q2 24 | $99.0M | $278.1M | ||
| Q1 24 | $285.1M | $306.6M |
毛利率ESSUTHR
| Q4 25 | 70.0% | 86.9% | ||
| Q3 25 | 69.2% | 87.4% | ||
| Q2 25 | 70.7% | 89.0% | ||
| Q1 25 | 69.6% | 88.4% | ||
| Q4 24 | 70.0% | 89.7% | ||
| Q3 24 | 69.5% | 88.9% | ||
| Q2 24 | 70.8% | 89.1% | ||
| Q1 24 | 69.7% | 89.2% |
营业利润率ESSUTHR
| Q4 25 | 31.7% | 45.1% | ||
| Q3 25 | 44.5% | 48.6% | ||
| Q2 25 | 59.5% | 45.6% | ||
| Q1 25 | 55.3% | 48.2% | ||
| Q4 24 | 67.0% | 48.6% | ||
| Q3 24 | 28.6% | 45.8% | ||
| Q2 24 | 31.1% | 44.7% | ||
| Q1 24 | 31.0% | 52.6% |
净利率ESSUTHR
| Q4 25 | 17.9% | 46.1% | ||
| Q3 25 | 36.5% | 42.4% | ||
| Q2 25 | 49.3% | 38.8% | ||
| Q1 25 | 45.8% | 40.6% | ||
| Q4 24 | 66.4% | 40.9% | ||
| Q3 24 | 27.8% | 41.3% | ||
| Q2 24 | 22.4% | 38.9% | ||
| Q1 24 | 66.8% | 45.2% |
每股收益（稀释后）ESSUTHR
| Q4 25 | $1.24 | $7.66 | ||
| Q3 25 | $2.56 | $7.16 | ||
| Q2 25 | $3.44 | $6.41 | ||
| Q1 25 | $3.16 | $6.63 | ||
| Q4 24 | $4.00 | $6.23 | ||
| Q3 24 | $1.84 | $6.39 | ||
| Q2 24 | $1.45 | $5.85 | ||
| Q1 24 | $4.25 | $6.17 |
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 | $2.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $7.1B |
| 总资产 | $13.2B | $7.9B |
| 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ESSUTHR
| Q4 25 | $76.2M | $2.9B | ||
| Q3 25 | $66.0M | $2.8B | ||
| Q2 25 | $58.7M | $3.0B | ||
| Q1 25 | $98.7M | $3.3B | ||
| Q4 24 | $66.8M | $3.3B | ||
| Q3 24 | $71.3M | $3.3B | ||
| Q2 24 | $55.2M | $3.0B | ||
| Q1 24 | $499.0M | $2.7B |
总债务ESSUTHR
| 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ESSUTHR
| Q4 25 | $5.5B | $7.1B | ||
| Q3 25 | $5.6B | $6.6B | ||
| Q2 25 | $5.6B | $7.2B | ||
| Q1 25 | $5.6B | $6.8B | ||
| Q4 24 | $5.5B | $6.4B | ||
| Q3 24 | $5.4B | $6.1B | ||
| Q2 24 | $5.5B | $5.7B | ||
| Q1 24 | $5.5B | $5.3B |
总资产ESSUTHR
| Q4 25 | $13.2B | $7.9B | ||
| Q3 25 | $13.2B | $7.4B | ||
| Q2 25 | $13.2B | $7.9B | ||
| Q1 25 | $13.2B | $7.7B | ||
| Q4 24 | $12.9B | $7.4B | ||
| Q3 24 | $12.6B | $7.1B | ||
| Q2 24 | $12.5B | $6.7B | ||
| Q1 24 | $12.9B | $6.5B |
负债/权益比ESSUTHR
| 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 | $346.2M |
| 自由现金流经营现金流 - 资本支出 | — | $173.3M |
| 自由现金流率自由现金流/营收 | — | 21.9% |
| 资本支出强度资本支出/营收 | — | 21.9% |
| 现金转化率经营现金流/净利润 | 12.53× | 0.95× |
| 过去12个月自由现金流最近4个季度 | — | $1.0B |
8季度趋势，按日历期对齐
经营现金流ESSUTHR
| Q4 25 | $1.1B | $346.2M | ||
| Q3 25 | $342.6M | $562.1M | ||
| Q2 25 | $216.1M | $191.7M | ||
| Q1 25 | $281.5M | $461.2M | ||
| Q4 24 | $1.1B | $341.2M | ||
| Q3 24 | $316.2M | $377.2M | ||
| Q2 24 | $218.9M | $232.2M | ||
| Q1 24 | $314.9M | $376.5M |
自由现金流ESSUTHR
| Q4 25 | — | $173.3M | ||
| Q3 25 | — | $351.6M | ||
| Q2 25 | — | $129.5M | ||
| Q1 25 | — | $386.3M | ||
| Q4 24 | — | $254.5M | ||
| Q3 24 | — | $300.7M | ||
| Q2 24 | — | $187.1M | ||
| Q1 24 | — | $338.3M |
自由现金流率ESSUTHR
| Q4 25 | — | 21.9% | ||
| Q3 25 | — | 44.0% | ||
| Q2 25 | — | 16.2% | ||
| Q1 25 | — | 48.6% | ||
| Q4 24 | — | 34.6% | ||
| Q3 24 | — | 40.2% | ||
| Q2 24 | — | 26.2% | ||
| Q1 24 | — | 49.9% |
资本支出强度ESSUTHR
| Q4 25 | — | 21.9% | ||
| Q3 25 | — | 26.3% | ||
| Q2 25 | — | 7.8% | ||
| Q1 25 | — | 9.4% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | — | 10.2% | ||
| Q2 24 | — | 6.3% | ||
| Q1 24 | — | 5.6% |
现金转化率ESSUTHR
| Q4 25 | 12.53× | 0.95× | ||
| Q3 25 | 1.98× | 1.66× | ||
| Q2 25 | 0.93× | 0.62× | ||
| Q1 25 | 1.32× | 1.43× | ||
| Q4 24 | 3.54× | 1.13× | ||
| Q3 24 | 2.52× | 1.22× | ||
| Q2 24 | 2.21× | 0.83× | ||
| Q1 24 | 1.10× | 1.23× |
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
UTHR
| Tyvaso DPI | $338.6M | 43% |
| Remodulin | $128.0M | 16% |
| Nebulized Tyvaso | $125.7M | 16% |
| Orenitram | $121.2M | 15% |
| Unituxin | $62.3M | 8% |
| Adcirca | $7.8M | 1% |
| Other | $6.6M | 1% |
