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Essex Property Trust（ESS）与VERRA MOBILITY Corp（VRRM）财务数据对比。点击上方公司名可切换其他公司
Essex Property Trust的季度营收约是VERRA MOBILITY Corp的2.1倍（$479.6M vs $223.6M），Essex Property Trust净利率更高（17.9% vs 12.0%，领先5.9%），Essex Property Trust同比增速更快（5.5% vs 0.1%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 0.3%）
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。
Verra Mobility Corp是全球领先的智慧出行技术解决方案提供商，业务涵盖收费管理、停车与交通合规执法、车联网服务及车队管理工具，服务对象包括政府交通部门、租车运营商、商业车队所有者及汽车行业合作伙伴，覆盖北美、欧洲及亚太市场。
ESS vs VRRM — 直观对比
营收规模更大
ESS
是对方的2.1倍
$223.6M
营收增速更快
ESS
高出5.4%
0.1%
净利率更高
ESS
高出5.9%
12.0%
两年增速更快
ESS
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $223.6M |
| 净利润 | $85.7M | $26.7M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 23.2% |
| 净利率 | 17.9% | 12.0% |
| 营收同比 | 5.5% | 0.1% |
| 净利润同比 | -71.6% | -17.3% |
| 每股收益（稀释后） | $1.24 | $0.17 |
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ESSVRRM
| Q1 26 | — | $223.6M | ||
| Q4 25 | $479.6M | $257.9M | ||
| Q3 25 | $473.3M | $261.9M | ||
| Q2 25 | $469.8M | $236.0M | ||
| Q1 25 | $464.6M | $223.3M | ||
| Q4 24 | $454.5M | $221.5M | ||
| Q3 24 | $450.7M | $225.6M | ||
| Q2 24 | $442.4M | $222.4M |
净利润ESSVRRM
| Q1 26 | — | $26.7M | ||
| Q4 25 | $85.7M | $18.9M | ||
| Q3 25 | $172.7M | $46.8M | ||
| Q2 25 | $231.5M | $38.6M | ||
| Q1 25 | $212.8M | $32.3M | ||
| Q4 24 | $301.7M | $-66.7M | ||
| Q3 24 | $125.5M | $34.7M | ||
| Q2 24 | $99.0M | $34.2M |
毛利率ESSVRRM
| Q1 26 | — | — | ||
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | — | ||
| Q2 25 | 70.7% | — | ||
| Q1 25 | 69.6% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.5% | — | ||
| Q2 24 | 70.8% | — |
营业利润率ESSVRRM
| Q1 26 | — | 23.2% | ||
| Q4 25 | 31.7% | 16.7% | ||
| Q3 25 | 44.5% | 28.6% | ||
| Q2 25 | 59.5% | 26.8% | ||
| Q1 25 | 55.3% | 25.7% | ||
| Q4 24 | 67.0% | -19.6% | ||
| Q3 24 | 28.6% | 28.3% | ||
| Q2 24 | 31.1% | 27.5% |
净利率ESSVRRM
| Q1 26 | — | 12.0% | ||
| Q4 25 | 17.9% | 7.3% | ||
| Q3 25 | 36.5% | 17.9% | ||
| Q2 25 | 49.3% | 16.3% | ||
| Q1 25 | 45.8% | 14.5% | ||
| Q4 24 | 66.4% | -30.1% | ||
| Q3 24 | 27.8% | 15.4% | ||
| Q2 24 | 22.4% | 15.4% |
每股收益（稀释后）ESSVRRM
| Q1 26 | — | $0.17 | ||
| Q4 25 | $1.24 | $0.12 | ||
| Q3 25 | $2.56 | $0.29 | ||
| Q2 25 | $3.44 | $0.24 | ||
| Q1 25 | $3.16 | $0.20 | ||
| Q4 24 | $4.00 | $-0.39 | ||
| Q3 24 | $1.84 | $0.21 | ||
| Q2 24 | $1.45 | $0.20 |
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 | $46.9M |
| 总债务越低越好 | — | $34.1M |
| 股东权益账面价值 | $5.5B | $272.0M |
| 总资产 | $13.2B | $1.7B |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资ESSVRRM
| Q1 26 | — | $46.9M | ||
| Q4 25 | $76.2M | $65.3M | ||
| Q3 25 | $66.0M | $196.1M | ||
| Q2 25 | $58.7M | $147.7M | ||
| Q1 25 | $98.7M | $108.5M | ||
| Q4 24 | $66.8M | $77.6M | ||
| Q3 24 | $71.3M | $206.1M | ||
| Q2 24 | $55.2M | $122.0M |
总债务ESSVRRM
| Q1 26 | — | $34.1M | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | $6.4B | $1.0B | ||
| Q2 25 | $6.4B | $1.0B | ||
| Q1 25 | $6.8B | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $6.4B | $1.0B | ||
| Q2 24 | $6.2B | $1.0B |
股东权益ESSVRRM
| Q1 26 | — | $272.0M | ||
| Q4 25 | $5.5B | $293.0M | ||
| Q3 25 | $5.6B | $403.1M | ||
| Q2 25 | $5.6B | $352.1M | ||
| Q1 25 | $5.6B | $299.6M | ||
| Q4 24 | $5.5B | $265.1M | ||
| Q3 24 | $5.4B | $486.5M | ||
| Q2 24 | $5.5B | $438.6M |
总资产ESSVRRM
| Q1 26 | — | $1.7B | ||
| Q4 25 | $13.2B | $1.6B | ||
| Q3 25 | $13.2B | $1.8B | ||
| Q2 25 | $13.2B | $1.7B | ||
| Q1 25 | $13.2B | $1.6B | ||
| Q4 24 | $12.9B | $1.6B | ||
| Q3 24 | $12.6B | $1.9B | ||
| Q2 24 | $12.5B | $1.8B |
负债/权益比ESSVRRM
| Q1 26 | — | 0.13× | ||
| Q4 25 | — | 3.51× | ||
| Q3 25 | 1.15× | 2.55× | ||
| Q2 25 | 1.14× | 2.93× | ||
| Q1 25 | 1.22× | 3.45× | ||
| Q4 24 | — | 3.90× | ||
| Q3 24 | 1.18× | 2.13× | ||
| Q2 24 | 1.13× | 2.36× |
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 | $40.8M |
| 自由现金流经营现金流 - 资本支出 | — | $9.6M |
| 自由现金流率自由现金流/营收 | — | 4.3% |
| 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× | 1.53× |
| 过去12个月自由现金流最近4个季度 | — | $104.6M |
8季度趋势，按日历期对齐
经营现金流ESSVRRM
| Q1 26 | — | $40.8M | ||
| Q4 25 | $1.1B | $40.0M | ||
| Q3 25 | $342.6M | $77.7M | ||
| Q2 25 | $216.1M | $75.1M | ||
| Q1 25 | $281.5M | $63.0M | ||
| Q4 24 | $1.1B | $40.5M | ||
| Q3 24 | $316.2M | $108.8M | ||
| Q2 24 | $218.9M | $40.0M |
自由现金流ESSVRRM
| Q1 26 | — | $9.6M | ||
| Q4 25 | — | $5.7M | ||
| Q3 25 | — | $49.0M | ||
| Q2 25 | — | $40.3M | ||
| Q1 25 | — | $41.7M | ||
| Q4 24 | — | $21.6M | ||
| Q3 24 | — | $85.1M | ||
| Q2 24 | — | $26.0M |
自由现金流率ESSVRRM
| Q1 26 | — | 4.3% | ||
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 18.7% | ||
| Q2 25 | — | 17.1% | ||
| Q1 25 | — | 18.7% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | — | 37.7% | ||
| Q2 24 | — | 11.7% |
资本支出强度ESSVRRM
| Q1 26 | — | — | ||
| Q4 25 | — | 13.3% | ||
| Q3 25 | — | 11.0% | ||
| Q2 25 | — | 14.8% | ||
| Q1 25 | — | 9.5% | ||
| Q4 24 | — | 8.5% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | — | 6.3% |
现金转化率ESSVRRM
| Q1 26 | — | 1.53× | ||
| Q4 25 | 12.53× | 2.12× | ||
| Q3 25 | 1.98× | 1.66× | ||
| Q2 25 | 0.93× | 1.95× | ||
| Q1 25 | 1.32× | 1.95× | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | 3.13× | ||
| Q2 24 | 2.21× | 1.17× |
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
VRRM
| Government Solutions segment generated total | $105.3M | 47% |
| Commercial Services segment generated total | $97.8M | 44% |
| Parking Solutions segment generated total | $20.4M | 9% |
