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Essex Property Trust（ESS）与Vestis Corp（VSTS）财务数据对比。点击上方公司名可切换其他公司
Vestis Corp的季度营收约是Essex Property Trust的1.4倍（$663.4M vs $479.6M），Essex Property Trust净利率更高（17.9% vs -1.0%，领先18.8%），Essex Property Trust同比增速更快（5.5% vs -3.0%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -3.0%）
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。
Vestis Corp是北美领先的工作制服、安全防护服饰及配套设施服务供应商，服务覆盖医疗、制造、零售、餐饮住宿、公共服务等多个领域，为企业客户提供定制化的制服租赁、清洁与日常维护解决方案。
ESS vs VSTS — 直观对比
营收规模更大
VSTS
是对方的1.4倍
$479.6M
营收增速更快
ESS
高出8.5%
-3.0%
净利率更高
ESS
高出18.8%
-1.0%
两年增速更快
ESS
近两年复合增速
-3.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $663.4M |
| 净利润 | $85.7M | $-6.4M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 2.5% |
| 净利率 | 17.9% | -1.0% |
| 营收同比 | 5.5% | -3.0% |
| 净利润同比 | -71.6% | -868.1% |
| 每股收益（稀释后） | $1.24 | $-0.05 |
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ESSVSTS
| Q1 26 | — | $663.4M | ||
| Q4 25 | $479.6M | $712.0M | ||
| Q3 25 | $473.3M | — | ||
| Q2 25 | $469.8M | $673.8M | ||
| Q1 25 | $464.6M | $665.2M | ||
| Q4 24 | $454.5M | $683.8M | ||
| Q3 24 | $450.7M | $684.3M | ||
| Q2 24 | $442.4M | $698.2M |
净利润ESSVSTS
| Q1 26 | — | $-6.4M | ||
| Q4 25 | $85.7M | $-12.5M | ||
| Q3 25 | $172.7M | — | ||
| Q2 25 | $231.5M | $-676.0K | ||
| Q1 25 | $212.8M | $-27.8M | ||
| Q4 24 | $301.7M | $832.0K | ||
| Q3 24 | $125.5M | $-2.3M | ||
| Q2 24 | $99.0M | $5.0M |
毛利率ESSVSTS
| 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ESSVSTS
| Q1 26 | — | 2.5% | ||
| Q4 25 | 31.7% | 2.5% | ||
| Q3 25 | 44.5% | — | ||
| Q2 25 | 59.5% | 3.7% | ||
| Q1 25 | 55.3% | -1.3% | ||
| Q4 24 | 67.0% | 4.4% | ||
| Q3 24 | 28.6% | 4.4% | ||
| Q2 24 | 31.1% | 5.4% |
净利率ESSVSTS
| Q1 26 | — | -1.0% | ||
| Q4 25 | 17.9% | -1.8% | ||
| Q3 25 | 36.5% | — | ||
| Q2 25 | 49.3% | -0.1% | ||
| Q1 25 | 45.8% | -4.2% | ||
| Q4 24 | 66.4% | 0.1% | ||
| Q3 24 | 27.8% | -0.3% | ||
| Q2 24 | 22.4% | 0.7% |
每股收益（稀释后）ESSVSTS
| Q1 26 | — | $-0.05 | ||
| Q4 25 | $1.24 | $-0.10 | ||
| Q3 25 | $2.56 | — | ||
| Q2 25 | $3.44 | $-0.01 | ||
| Q1 25 | $3.16 | $-0.21 | ||
| Q4 24 | $4.00 | $0.01 | ||
| Q3 24 | $1.84 | $-0.02 | ||
| Q2 24 | $1.45 | $0.04 |
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 | $41.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $864.4M |
| 总资产 | $13.2B | $2.9B |
| 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ESSVSTS
| Q1 26 | — | $41.5M | ||
| Q4 25 | $76.2M | $29.7M | ||
| Q3 25 | $66.0M | — | ||
| Q2 25 | $58.7M | $23.7M | ||
| Q1 25 | $98.7M | $28.8M | ||
| Q4 24 | $66.8M | $18.6M | ||
| Q3 24 | $71.3M | $31.0M | ||
| Q2 24 | $55.2M | $29.1M |
总债务ESSVSTS
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | $1.2B | ||
| Q2 24 | $6.2B | — |
股东权益ESSVSTS
| Q1 26 | — | $864.4M | ||
| Q4 25 | $5.5B | $865.6M | ||
| Q3 25 | $5.6B | — | ||
| Q2 25 | $5.6B | $882.2M | ||
| Q1 25 | $5.6B | $876.3M | ||
| Q4 24 | $5.5B | $899.6M | ||
| Q3 24 | $5.4B | $903.1M | ||
| Q2 24 | $5.5B | $901.2M |
总资产ESSVSTS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $13.2B | $2.9B | ||
| Q3 25 | $13.2B | — | ||
| Q2 25 | $13.2B | $2.9B | ||
| Q1 25 | $13.2B | $2.9B | ||
| Q4 24 | $12.9B | $2.9B | ||
| Q3 24 | $12.6B | $2.9B | ||
| Q2 24 | $12.5B | $3.1B |
负债/权益比ESSVSTS
| Q1 26 | — | — | ||
| Q4 25 | — | 1.35× | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | 1.29× | ||
| Q2 24 | 1.13× | — |
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 | $37.7M |
| 自由现金流经营现金流 - 资本支出 | — | $28.3M |
| 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 | — | 1.4% |
| 现金转化率经营现金流/净利润 | 12.53× | — |
| 过去12个月自由现金流最近4个季度 | — | $45.0M |
8季度趋势，按日历期对齐
经营现金流ESSVSTS
| Q1 26 | — | $37.7M | ||
| Q4 25 | $1.1B | $30.9M | ||
| Q3 25 | $342.6M | — | ||
| Q2 25 | $216.1M | $22.9M | ||
| Q1 25 | $281.5M | $6.7M | ||
| Q4 24 | $1.1B | $3.8M | ||
| Q3 24 | $316.2M | $295.6M | ||
| Q2 24 | $218.9M | $48.7M |
自由现金流ESSVSTS
| Q1 26 | — | $28.3M | ||
| Q4 25 | — | $15.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $8.0M | ||
| Q1 25 | — | $-6.9M | ||
| Q4 24 | — | $-11.0M | ||
| Q3 24 | — | $267.5M | ||
| Q2 24 | — | $27.7M |
自由现金流率ESSVSTS
| Q1 26 | — | 4.3% | ||
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | -1.0% | ||
| Q4 24 | — | -1.6% | ||
| Q3 24 | — | 39.1% | ||
| Q2 24 | — | 4.0% |
资本支出强度ESSVSTS
| Q1 26 | — | 1.4% | ||
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 3.0% |
现金转化率ESSVSTS
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | 4.54× | ||
| Q3 24 | 2.52× | — | ||
| Q2 24 | 2.21× | 9.66× |
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
VSTS
| Workplace Supplies | $375.2M | 57% |
| Uniforms | $227.7M | 34% |
| Other | $60.5M | 9% |
