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Essex Property Trust（ESS）与Wendy's Co（WEN）财务数据对比。点击上方公司名可切换其他公司
Wendy's Co的季度营收约是Essex Property Trust的1.1倍（$523.5M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 7.5%，领先10.4%），Essex Property Trust同比增速更快（5.5% vs -3.2%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -4.2%）
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。
温蒂公司是美国知名快餐企业，是温蒂汉堡及First Kitchen的母公司，前身为Deisel-Wemmer公司，总部位于俄亥俄州都柏林。旗下核心子公司温蒂国际是温蒂汉堡餐厅的特许经营授权方，在全球快餐市场拥有较高的品牌辨识度。
ESS vs WEN — 直观对比
营收规模更大
WEN
是对方的1.1倍
$479.6M
营收增速更快
ESS
高出8.7%
-3.2%
净利率更高
ESS
高出10.4%
7.5%
两年增速更快
ESS
近两年复合增速
-4.2%
损益表 — Q4 FY2025 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $523.5M |
| 净利润 | $85.7M | $39.2M |
| 毛利率 | 70.0% | 64.1% |
| 营业利润率 | 31.7% | 15.9% |
| 净利率 | 17.9% | 7.5% |
| 营收同比 | 5.5% | -3.2% |
| 净利润同比 | -71.6% | 72.7% |
| 每股收益（稀释后） | $1.24 | $0.19 |
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ESSWEN
| Q1 26 | — | $523.5M | ||
| Q4 25 | $479.6M | $543.0M | ||
| Q3 25 | $473.3M | $549.5M | ||
| Q2 25 | $469.8M | $560.9M | ||
| Q1 25 | $464.6M | $523.5M | ||
| Q4 24 | $454.5M | $574.3M | ||
| Q3 24 | $450.7M | $566.7M | ||
| Q2 24 | $442.4M | $570.7M |
净利润ESSWEN
| Q1 26 | — | $39.2M | ||
| Q4 25 | $85.7M | $26.5M | ||
| Q3 25 | $172.7M | $44.3M | ||
| Q2 25 | $231.5M | $55.1M | ||
| Q1 25 | $212.8M | $39.2M | ||
| Q4 24 | $301.7M | $47.5M | ||
| Q3 24 | $125.5M | $50.2M | ||
| Q2 24 | $99.0M | $54.6M |
毛利率ESSWEN
| Q1 26 | — | 64.1% | ||
| Q4 25 | 70.0% | 62.7% | ||
| Q3 25 | 69.2% | 62.8% | ||
| Q2 25 | 70.7% | 65.0% | ||
| Q1 25 | 69.6% | 64.1% | ||
| Q4 24 | 70.0% | 65.9% | ||
| Q3 24 | 69.5% | 65.5% | ||
| Q2 24 | 70.8% | 65.0% |
营业利润率ESSWEN
| Q1 26 | — | 15.9% | ||
| Q4 25 | 31.7% | 11.8% | ||
| Q3 25 | 44.5% | 16.8% | ||
| Q2 25 | 59.5% | 18.6% | ||
| Q1 25 | 55.3% | 15.9% | ||
| Q4 24 | 67.0% | 16.7% | ||
| Q3 24 | 28.6% | 16.7% | ||
| Q2 24 | 31.1% | 17.4% |
净利率ESSWEN
| Q1 26 | — | 7.5% | ||
| Q4 25 | 17.9% | 4.9% | ||
| Q3 25 | 36.5% | 8.1% | ||
| Q2 25 | 49.3% | 9.8% | ||
| Q1 25 | 45.8% | 7.5% | ||
| Q4 24 | 66.4% | 8.3% | ||
| Q3 24 | 27.8% | 8.9% | ||
| Q2 24 | 22.4% | 9.6% |
每股收益（稀释后）ESSWEN
| Q1 26 | — | $0.19 | ||
| Q4 25 | $1.24 | $0.14 | ||
| Q3 25 | $2.56 | $0.23 | ||
| Q2 25 | $3.44 | $0.29 | ||
| Q1 25 | $3.16 | $0.19 | ||
| Q4 24 | $4.00 | $0.23 | ||
| Q3 24 | $1.84 | $0.25 | ||
| Q2 24 | $1.45 | $0.27 |
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 | $300.8M |
| 总债务越低越好 | — | $2.8B |
| 股东权益账面价值 | $5.5B | $117.4M |
| 总资产 | $13.2B | $5.0B |
| 负债/权益比越低杠杆越低 | — | 23.51× |
8季度趋势，按日历期对齐
现金及短期投资ESSWEN
| Q1 26 | — | $300.8M | ||
| Q4 25 | $76.2M | $300.8M | ||
| Q3 25 | $66.0M | $291.4M | ||
| Q2 25 | $58.7M | $281.2M | ||
| Q1 25 | $98.7M | $335.3M | ||
| Q4 24 | $66.8M | $450.5M | ||
| Q3 24 | $71.3M | $482.2M | ||
| Q2 24 | $55.2M | $465.5M |
总债务ESSWEN
| Q1 26 | — | $2.8B | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | $6.4B | $2.7B | ||
| Q2 25 | $6.4B | $2.7B | ||
| Q1 25 | $6.8B | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — |
股东权益ESSWEN
| Q1 26 | — | $117.4M | ||
| Q4 25 | $5.5B | $117.4M | ||
| Q3 25 | $5.6B | $109.2M | ||
| Q2 25 | $5.6B | $112.9M | ||
| Q1 25 | $5.6B | $130.2M | ||
| Q4 24 | $5.5B | $259.4M | ||
| Q3 24 | $5.4B | $259.9M | ||
| Q2 24 | $5.5B | $273.8M |
总资产ESSWEN
| Q1 26 | — | $5.0B | ||
| Q4 25 | $13.2B | $5.0B | ||
| Q3 25 | $13.2B | $5.0B | ||
| Q2 25 | $13.2B | $4.9B | ||
| Q1 25 | $13.2B | $4.9B | ||
| Q4 24 | $12.9B | $5.0B | ||
| Q3 24 | $12.6B | $5.1B | ||
| Q2 24 | $12.5B | $5.1B |
负债/权益比ESSWEN
| Q1 26 | — | 23.51× | ||
| Q4 25 | — | 23.51× | ||
| Q3 25 | 1.15× | 24.95× | ||
| Q2 25 | 1.14× | 24.18× | ||
| Q1 25 | 1.22× | 21.00× | ||
| Q4 24 | — | 10.57× | ||
| Q3 24 | 1.18× | — | ||
| 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 | $85.4M |
| 自由现金流经营现金流 - 资本支出 | — | $68.0M |
| 自由现金流率自由现金流/营收 | — | 13.0% |
| 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× | 2.18× |
| 过去12个月自由现金流最近4个季度 | — | $242.9M |
8季度趋势，按日历期对齐
经营现金流ESSWEN
| Q1 26 | — | $85.4M | ||
| Q4 25 | $1.1B | $69.3M | ||
| Q3 25 | $342.6M | $129.3M | ||
| Q2 25 | $216.1M | $60.6M | ||
| Q1 25 | $281.5M | $85.4M | ||
| Q4 24 | $1.1B | $68.6M | ||
| Q3 24 | $316.2M | $141.2M | ||
| Q2 24 | $218.9M | $45.5M |
自由现金流ESSWEN
| Q1 26 | — | $68.0M | ||
| Q4 25 | — | $31.4M | ||
| Q3 25 | — | $104.3M | ||
| Q2 25 | — | $39.2M | ||
| Q1 25 | — | $67.7M | ||
| Q4 24 | — | $26.6M | ||
| Q3 24 | — | $123.3M | ||
| Q2 24 | — | $28.4M |
自由现金流率ESSWEN
| Q1 26 | — | 13.0% | ||
| Q4 25 | — | 5.8% | ||
| Q3 25 | — | 19.0% | ||
| Q2 25 | — | 7.0% | ||
| Q1 25 | — | 12.9% | ||
| Q4 24 | — | 4.6% | ||
| Q3 24 | — | 21.8% | ||
| Q2 24 | — | 5.0% |
资本支出强度ESSWEN
| Q1 26 | — | — | ||
| Q4 25 | — | 7.0% | ||
| Q3 25 | — | 4.5% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | 7.3% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 3.0% |
现金转化率ESSWEN
| Q1 26 | — | 2.18× | ||
| Q4 25 | 12.53× | 2.62× | ||
| Q3 25 | 1.98× | 2.92× | ||
| Q2 25 | 0.93× | 1.10× | ||
| Q1 25 | 1.32× | 2.18× | ||
| Q4 24 | 3.54× | 1.44× | ||
| Q3 24 | 2.52× | 2.81× | ||
| Q2 24 | 2.21× | 0.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
