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Essex Property Trust（ESS）与Vontier Corp（VNT）财务数据对比。点击上方公司名可切换其他公司
Vontier Corp的季度营收约是Essex Property Trust的1.7倍（$808.5M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 15.3%，领先2.6%），Essex Property Trust同比增速更快（5.5% vs 4.1%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 3.4%）
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。
Vontier Corp是一家总部位于美国北卡罗来纳州罗利市的工业制造企业，旗下拥有Gilbarco Veeder-Root、Matco Tools、Teletrac Navman等核心品牌，还控股Hennessy Industries、Gasboy、全球交通技术（GTT）等多家子公司，业务覆盖多个工业制造细分领域。
ESS vs VNT — 直观对比
营收规模更大
VNT
是对方的1.7倍
$479.6M
营收增速更快
ESS
高出1.5%
4.1%
净利率更高
ESS
高出2.6%
15.3%
两年增速更快
ESS
近两年复合增速
3.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $808.5M |
| 净利润 | $85.7M | $123.5M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 18.9% |
| 净利率 | 17.9% | 15.3% |
| 营收同比 | 5.5% | 4.1% |
| 净利润同比 | -71.6% | 0.0% |
| 每股收益（稀释后） | $1.24 | $0.85 |
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ESSVNT
| Q4 25 | $479.6M | $808.5M | ||
| Q3 25 | $473.3M | $752.5M | ||
| Q2 25 | $469.8M | $773.5M | ||
| Q1 25 | $464.6M | $741.1M | ||
| Q4 24 | $454.5M | $776.8M | ||
| Q3 24 | $450.7M | $750.0M | ||
| Q2 24 | $442.4M | $696.4M | ||
| Q1 24 | $426.9M | $755.8M |
净利润ESSVNT
| Q4 25 | $85.7M | $123.5M | ||
| Q3 25 | $172.7M | $102.8M | ||
| Q2 25 | $231.5M | $91.9M | ||
| Q1 25 | $212.8M | $87.9M | ||
| Q4 24 | $301.7M | $123.5M | ||
| Q3 24 | $125.5M | $91.8M | ||
| Q2 24 | $99.0M | $70.1M | ||
| Q1 24 | $285.1M | $136.8M |
毛利率ESSVNT
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | 47.3% | ||
| Q2 25 | 70.7% | 47.9% | ||
| Q1 25 | 69.6% | 47.3% | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.5% | 47.2% | ||
| Q2 24 | 70.8% | 48.2% | ||
| Q1 24 | 69.7% | 49.2% |
营业利润率ESSVNT
| Q4 25 | 31.7% | 18.9% | ||
| Q3 25 | 44.5% | 18.9% | ||
| Q2 25 | 59.5% | 17.6% | ||
| Q1 25 | 55.3% | 17.6% | ||
| Q4 24 | 67.0% | 19.2% | ||
| Q3 24 | 28.6% | 17.5% | ||
| Q2 24 | 31.1% | 16.4% | ||
| Q1 24 | 31.0% | 18.8% |
净利率ESSVNT
| Q4 25 | 17.9% | 15.3% | ||
| Q3 25 | 36.5% | 13.7% | ||
| Q2 25 | 49.3% | 11.9% | ||
| Q1 25 | 45.8% | 11.9% | ||
| Q4 24 | 66.4% | 15.9% | ||
| Q3 24 | 27.8% | 12.2% | ||
| Q2 24 | 22.4% | 10.1% | ||
| Q1 24 | 66.8% | 18.1% |
每股收益（稀释后）ESSVNT
| Q4 25 | $1.24 | $0.85 | ||
| Q3 25 | $2.56 | $0.70 | ||
| Q2 25 | $3.44 | $0.62 | ||
| Q1 25 | $3.16 | $0.59 | ||
| Q4 24 | $4.00 | $0.82 | ||
| Q3 24 | $1.84 | $0.60 | ||
| Q2 24 | $1.45 | $0.45 | ||
| Q1 24 | $4.25 | $0.88 |
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 | $492.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $1.2B |
| 总资产 | $13.2B | $4.4B |
| 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ESSVNT
| Q4 25 | $76.2M | $492.2M | ||
| Q3 25 | $66.0M | $433.8M | ||
| Q2 25 | $58.7M | $364.2M | ||
| Q1 25 | $98.7M | $333.6M | ||
| Q4 24 | $66.8M | $356.4M | ||
| Q3 24 | $71.3M | $330.9M | ||
| Q2 24 | $55.2M | $331.3M | ||
| Q1 24 | $499.0M | $406.0M |
总债务ESSVNT
| 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ESSVNT
| Q4 25 | $5.5B | $1.2B | ||
| Q3 25 | $5.6B | $1.2B | ||
| Q2 25 | $5.6B | $1.2B | ||
| Q1 25 | $5.6B | $1.1B | ||
| Q4 24 | $5.5B | $1.1B | ||
| Q3 24 | $5.4B | $1.0B | ||
| Q2 24 | $5.5B | $1.0B | ||
| Q1 24 | $5.5B | $984.9M |
总资产ESSVNT
| Q4 25 | $13.2B | $4.4B | ||
| Q3 25 | $13.2B | $4.4B | ||
| Q2 25 | $13.2B | $4.4B | ||
| Q1 25 | $13.2B | $4.3B | ||
| Q4 24 | $12.9B | $4.3B | ||
| Q3 24 | $12.6B | $4.3B | ||
| Q2 24 | $12.5B | $4.2B | ||
| Q1 24 | $12.9B | $4.3B |
负债/权益比ESSVNT
| 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 | $190.1M |
| 自由现金流经营现金流 - 资本支出 | — | $174.8M |
| 自由现金流率自由现金流/营收 | — | 21.6% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 现金转化率经营现金流/净利润 | 12.53× | 1.54× |
| 过去12个月自由现金流最近4个季度 | — | $441.1M |
8季度趋势，按日历期对齐
经营现金流ESSVNT
| Q4 25 | $1.1B | $190.1M | ||
| Q3 25 | $342.6M | $110.5M | ||
| Q2 25 | $216.1M | $100.0M | ||
| Q1 25 | $281.5M | $110.4M | ||
| Q4 24 | $1.1B | $168.1M | ||
| Q3 24 | $316.2M | $121.8M | ||
| Q2 24 | $218.9M | $46.1M | ||
| Q1 24 | $314.9M | $91.5M |
自由现金流ESSVNT
| Q4 25 | — | $174.8M | ||
| Q3 25 | — | $90.3M | ||
| Q2 25 | — | $83.3M | ||
| Q1 25 | — | $92.7M | ||
| Q4 24 | — | $148.0M | ||
| Q3 24 | — | $103.2M | ||
| Q2 24 | — | $22.3M | ||
| Q1 24 | — | $71.3M |
自由现金流率ESSVNT
| Q4 25 | — | 21.6% | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | — | 10.8% | ||
| Q1 25 | — | 12.5% | ||
| Q4 24 | — | 19.1% | ||
| Q3 24 | — | 13.8% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | — | 9.4% |
资本支出强度ESSVNT
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | — | 2.7% |
现金转化率ESSVNT
| Q4 25 | 12.53× | 1.54× | ||
| Q3 25 | 1.98× | 1.07× | ||
| Q2 25 | 0.93× | 1.09× | ||
| Q1 25 | 1.32× | 1.26× | ||
| Q4 24 | 3.54× | 1.36× | ||
| Q3 24 | 2.52× | 1.33× | ||
| Q2 24 | 2.21× | 0.66× | ||
| Q1 24 | 1.10× | 0.67× |
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
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |
