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Essex Property Trust（ESS）与威世（VSH）财务数据对比。点击上方公司名可切换其他公司
威世的季度营收约是Essex Property Trust的1.7倍（$800.9M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 0.1%，领先17.8%），威世同比增速更快（12.1% vs 5.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 3.6%）
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。
威世（Vishay Intertechnology）是美国知名的分立半导体与被动电子元器件制造商，由企业家菲利克斯·赞德曼创立。公司在以色列、亚洲、欧洲、美洲均设有生产基地，产品覆盖整流器、二极管、MOSFET、光电器件、精选集成电路、电阻器、电容器、电感器等品类，2024年营收达29亿美元，全球全职员工约2.27万人。
ESS vs VSH — 直观对比
营收规模更大
VSH
是对方的1.7倍
$479.6M
营收增速更快
VSH
高出6.5%
5.5%
净利率更高
ESS
高出17.8%
0.1%
两年增速更快
ESS
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $800.9M |
| 净利润 | $85.7M | $986.0K |
| 毛利率 | 70.0% | 19.6% |
| 营业利润率 | 31.7% | 1.8% |
| 净利率 | 17.9% | 0.1% |
| 营收同比 | 5.5% | 12.1% |
| 净利润同比 | -71.6% | 101.5% |
| 每股收益（稀释后） | $1.24 | $0.01 |
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ESSVSH
| Q4 25 | $479.6M | $800.9M | ||
| Q3 25 | $473.3M | $790.6M | ||
| Q2 25 | $469.8M | $762.3M | ||
| Q1 25 | $464.6M | $715.2M | ||
| Q4 24 | $454.5M | $714.7M | ||
| Q3 24 | $450.7M | $735.4M | ||
| Q2 24 | $442.4M | $741.2M | ||
| Q1 24 | $426.9M | $746.3M |
净利润ESSVSH
| Q4 25 | $85.7M | $986.0K | ||
| Q3 25 | $172.7M | $-7.9M | ||
| Q2 25 | $231.5M | $2.0M | ||
| Q1 25 | $212.8M | $-4.1M | ||
| Q4 24 | $301.7M | $-66.1M | ||
| Q3 24 | $125.5M | $-19.3M | ||
| Q2 24 | $99.0M | $23.5M | ||
| Q1 24 | $285.1M | $30.9M |
毛利率ESSVSH
| Q4 25 | 70.0% | 19.6% | ||
| Q3 25 | 69.2% | 19.5% | ||
| Q2 25 | 70.7% | 19.5% | ||
| Q1 25 | 69.6% | 19.0% | ||
| Q4 24 | 70.0% | 19.9% | ||
| Q3 24 | 69.5% | 20.5% | ||
| Q2 24 | 70.8% | 22.0% | ||
| Q1 24 | 69.7% | 22.8% |
营业利润率ESSVSH
| Q4 25 | 31.7% | 1.8% | ||
| Q3 25 | 44.5% | 2.4% | ||
| Q2 25 | 59.5% | 2.9% | ||
| Q1 25 | 55.3% | 0.1% | ||
| Q4 24 | 67.0% | -7.9% | ||
| Q3 24 | 28.6% | -2.5% | ||
| Q2 24 | 31.1% | 5.1% | ||
| Q1 24 | 31.0% | 5.7% |
净利率ESSVSH
| Q4 25 | 17.9% | 0.1% | ||
| Q3 25 | 36.5% | -1.0% | ||
| Q2 25 | 49.3% | 0.3% | ||
| Q1 25 | 45.8% | -0.6% | ||
| Q4 24 | 66.4% | -9.2% | ||
| Q3 24 | 27.8% | -2.6% | ||
| Q2 24 | 22.4% | 3.2% | ||
| Q1 24 | 66.8% | 4.1% |
每股收益（稀释后）ESSVSH
| Q4 25 | $1.24 | $0.01 | ||
| Q3 25 | $2.56 | $-0.06 | ||
| Q2 25 | $3.44 | $0.01 | ||
| Q1 25 | $3.16 | $-0.03 | ||
| Q4 24 | $4.00 | $-0.48 | ||
| Q3 24 | $1.84 | $-0.14 | ||
| Q2 24 | $1.45 | $0.17 | ||
| Q1 24 | $4.25 | $0.22 |
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 | $515.0M |
| 总债务越低越好 | — | $950.9M |
| 股东权益账面价值 | $5.5B | $2.1B |
| 总资产 | $13.2B | $4.2B |
| 负债/权益比越低杠杆越低 | — | 0.46× |
8季度趋势，按日历期对齐
现金及短期投资ESSVSH
| Q4 25 | $76.2M | $515.0M | ||
| Q3 25 | $66.0M | $443.9M | ||
| Q2 25 | $58.7M | $473.9M | ||
| Q1 25 | $98.7M | $609.4M | ||
| Q4 24 | $66.8M | $590.3M | ||
| Q3 24 | $71.3M | $643.8M | ||
| Q2 24 | $55.2M | $672.7M | ||
| Q1 24 | $499.0M | $796.5M |
总债务ESSVSH
| Q4 25 | — | $950.9M | ||
| Q3 25 | $6.4B | $919.7M | ||
| Q2 25 | $6.4B | $914.5M | ||
| Q1 25 | $6.8B | $988.2M | ||
| Q4 24 | — | $905.0M | ||
| Q3 24 | $6.4B | $820.8M | ||
| Q2 24 | $6.2B | $820.6M | ||
| Q1 24 | $6.6B | $819.4M |
股东权益ESSVSH
| Q4 25 | $5.5B | $2.1B | ||
| Q3 25 | $5.6B | $2.1B | ||
| Q2 25 | $5.6B | $2.1B | ||
| Q1 25 | $5.6B | $2.0B | ||
| Q4 24 | $5.5B | $2.0B | ||
| Q3 24 | $5.4B | $2.2B | ||
| Q2 24 | $5.5B | $2.2B | ||
| Q1 24 | $5.5B | $2.2B |
总资产ESSVSH
| Q4 25 | $13.2B | $4.2B | ||
| Q3 25 | $13.2B | $4.2B | ||
| Q2 25 | $13.2B | $4.2B | ||
| Q1 25 | $13.2B | $4.2B | ||
| Q4 24 | $12.9B | $4.1B | ||
| Q3 24 | $12.6B | $4.2B | ||
| Q2 24 | $12.5B | $4.2B | ||
| Q1 24 | $12.9B | $4.3B |
负债/权益比ESSVSH
| Q4 25 | — | 0.46× | ||
| Q3 25 | 1.15× | 0.44× | ||
| Q2 25 | 1.14× | 0.44× | ||
| Q1 25 | 1.22× | 0.49× | ||
| Q4 24 | — | 0.45× | ||
| Q3 24 | 1.18× | 0.38× | ||
| Q2 24 | 1.13× | 0.38× | ||
| Q1 24 | 1.19× | 0.38× |
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 | $149.4M |
| 自由现金流经营现金流 - 资本支出 | — | $54.6M |
| 自由现金流率自由现金流/营收 | — | 6.8% |
| 资本支出强度资本支出/营收 | — | 11.8% |
| 现金转化率经营现金流/净利润 | 12.53× | 151.48× |
| 过去12个月自由现金流最近4个季度 | — | $-89.0M |
8季度趋势，按日历期对齐
经营现金流ESSVSH
| Q4 25 | $1.1B | $149.4M | ||
| Q3 25 | $342.6M | $27.6M | ||
| Q2 25 | $216.1M | $-8.8M | ||
| Q1 25 | $281.5M | $16.1M | ||
| Q4 24 | $1.1B | $67.7M | ||
| Q3 24 | $316.2M | $50.6M | ||
| Q2 24 | $218.9M | $-24.7M | ||
| Q1 24 | $314.9M | $80.2M |
自由现金流ESSVSH
| Q4 25 | — | $54.6M | ||
| Q3 25 | — | $-24.7M | ||
| Q2 25 | — | $-73.4M | ||
| Q1 25 | — | $-45.5M | ||
| Q4 24 | — | $-77.2M | ||
| Q3 24 | — | $-9.0M | ||
| Q2 24 | — | $-87.3M | ||
| Q1 24 | — | $27.1M |
自由现金流率ESSVSH
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | -3.1% | ||
| Q2 25 | — | -9.6% | ||
| Q1 25 | — | -6.4% | ||
| Q4 24 | — | -10.8% | ||
| Q3 24 | — | -1.2% | ||
| Q2 24 | — | -11.8% | ||
| Q1 24 | — | 3.6% |
资本支出强度ESSVSH
| Q4 25 | — | 11.8% | ||
| Q3 25 | — | 6.6% | ||
| Q2 25 | — | 8.5% | ||
| Q1 25 | — | 8.6% | ||
| Q4 24 | — | 20.3% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 7.1% |
现金转化率ESSVSH
| Q4 25 | 12.53× | 151.48× | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | -4.39× | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | — | ||
| Q2 24 | 2.21× | -1.05× | ||
| Q1 24 | 1.10× | 2.59× |
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
VSH
| Resistors Segment | $189.4M | 24% |
| Diodes Segment | $154.2M | 19% |
| Capacitors Segment | $136.5M | 17% |
| Other | $126.4M | 16% |
| Inductors Segment | $92.6M | 12% |
| Optoelectronic Components Segment | $55.7M | 7% |
| EMS Companies | $51.6M | 6% |
