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Essex Property Trust（ESS）与渥弗林（WWW）财务数据对比。点击上方公司名可切换其他公司
渥弗林的季度营收约是Essex Property Trust的1.1倍（$517.5M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 6.1%，领先11.7%），渥弗林同比增速更快（25.5% vs 5.5%），过去两年渥弗林的营收复合增速更高（14.5% vs 6.0%）
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。
渥弗林是一家国际知名的鞋履、服饰及配饰设计、生产与销售企业，旗下拥有迈乐、斯佩里、索康尼、暇步士等多个知名品牌，覆盖户外休闲、日常穿搭、工装、运动等消费领域，产品通过线上线下渠道及批发网络销往全球。
ESS vs WWW — 直观对比
营收规模更大
WWW
是对方的1.1倍
$479.6M
营收增速更快
WWW
高出20.0%
5.5%
净利率更高
ESS
高出11.7%
6.1%
两年增速更快
WWW
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $517.5M |
| 净利润 | $85.7M | $31.8M |
| 毛利率 | 70.0% | 47.3% |
| 营业利润率 | 31.7% | 9.7% |
| 净利率 | 17.9% | 6.1% |
| 营收同比 | 5.5% | 25.5% |
| 净利润同比 | -71.6% | 162.8% |
| 每股收益（稀释后） | $1.24 | $0.37 |
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ESSWWW
| Q1 26 | — | $517.5M | ||
| Q4 25 | $479.6M | — | ||
| Q3 25 | $473.3M | $470.3M | ||
| Q2 25 | $469.8M | $474.2M | ||
| Q1 25 | $464.6M | $412.3M | ||
| Q4 24 | $454.5M | $494.7M | ||
| Q3 24 | $450.7M | $440.2M | ||
| Q2 24 | $442.4M | $425.2M |
净利润ESSWWW
| Q1 26 | — | $31.8M | ||
| Q4 25 | $85.7M | — | ||
| Q3 25 | $172.7M | $25.1M | ||
| Q2 25 | $231.5M | $26.8M | ||
| Q1 25 | $212.8M | $12.1M | ||
| Q4 24 | $301.7M | $23.1M | ||
| Q3 24 | $125.5M | $23.2M | ||
| Q2 24 | $99.0M | $13.8M |
毛利率ESSWWW
| Q1 26 | — | 47.3% | ||
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | 47.5% | ||
| Q2 25 | 70.7% | 47.2% | ||
| Q1 25 | 69.6% | 47.2% | ||
| Q4 24 | 70.0% | 43.4% | ||
| Q3 24 | 69.5% | 45.1% | ||
| Q2 24 | 70.8% | 43.1% |
营业利润率ESSWWW
| Q1 26 | — | 9.7% | ||
| Q4 25 | 31.7% | — | ||
| Q3 25 | 44.5% | 8.4% | ||
| Q2 25 | 59.5% | 8.6% | ||
| Q1 25 | 55.3% | 4.8% | ||
| Q4 24 | 67.0% | 7.4% | ||
| Q3 24 | 28.6% | 7.9% | ||
| Q2 24 | 31.1% | 6.8% |
净利率ESSWWW
| Q1 26 | — | 6.1% | ||
| Q4 25 | 17.9% | — | ||
| Q3 25 | 36.5% | 5.3% | ||
| Q2 25 | 49.3% | 5.7% | ||
| Q1 25 | 45.8% | 2.9% | ||
| Q4 24 | 66.4% | 4.7% | ||
| Q3 24 | 27.8% | 5.3% | ||
| Q2 24 | 22.4% | 3.2% |
每股收益（稀释后）ESSWWW
| Q1 26 | — | $0.37 | ||
| Q4 25 | $1.24 | — | ||
| Q3 25 | $2.56 | $0.30 | ||
| Q2 25 | $3.44 | $0.32 | ||
| Q1 25 | $3.16 | $0.15 | ||
| Q4 24 | $4.00 | $0.29 | ||
| Q3 24 | $1.84 | $0.28 | ||
| Q2 24 | $1.45 | $0.17 |
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 | — |
| 总债务越低越好 | — | $621.7M |
| 股东权益账面价值 | $5.5B | $408.0M |
| 总资产 | $13.2B | $1.7B |
| 负债/权益比越低杠杆越低 | — | 1.52× |
8季度趋势，按日历期对齐
现金及短期投资ESSWWW
| Q1 26 | — | — | ||
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | — | ||
| Q2 25 | $58.7M | — | ||
| Q1 25 | $98.7M | — | ||
| Q4 24 | $66.8M | — | ||
| Q3 24 | $71.3M | — | ||
| Q2 24 | $55.2M | — |
总债务ESSWWW
| Q1 26 | — | $621.7M | ||
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | $676.4M | ||
| Q2 25 | $6.4B | $708.5M | ||
| Q1 25 | $6.8B | $710.8M | ||
| Q4 24 | — | $648.0M | ||
| Q3 24 | $6.4B | $702.8M | ||
| Q2 24 | $6.2B | $814.7M |
股东权益ESSWWW
| Q1 26 | — | $408.0M | ||
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.6B | $376.7M | ||
| Q2 25 | $5.6B | $344.0M | ||
| Q1 25 | $5.6B | $310.6M | ||
| Q4 24 | $5.5B | $312.9M | ||
| Q3 24 | $5.4B | $295.2M | ||
| Q2 24 | $5.5B | $262.1M |
总资产ESSWWW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.2B | $1.7B | ||
| Q2 25 | $13.2B | $1.8B | ||
| Q1 25 | $13.2B | $1.7B | ||
| Q4 24 | $12.9B | $1.7B | ||
| Q3 24 | $12.6B | $1.8B | ||
| Q2 24 | $12.5B | $1.8B |
负债/权益比ESSWWW
| Q1 26 | — | 1.52× | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | 1.80× | ||
| Q2 25 | 1.14× | 2.06× | ||
| Q1 25 | 1.22× | 2.29× | ||
| Q4 24 | — | 2.07× | ||
| Q3 24 | 1.18× | 2.38× | ||
| Q2 24 | 1.13× | 3.11× |
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 | $146.2M |
| 自由现金流经营现金流 - 资本支出 | — | $145.6M |
| 自由现金流率自由现金流/营收 | — | 28.1% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | 12.53× | 4.60× |
| 过去12个月自由现金流最近4个季度 | — | $125.5M |
8季度趋势，按日历期对齐
经营现金流ESSWWW
| Q1 26 | — | $146.2M | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $342.6M | $33.0M | ||
| Q2 25 | $216.1M | $44.6M | ||
| Q1 25 | $281.5M | $-83.8M | ||
| Q4 24 | $1.1B | $82.4M | ||
| Q3 24 | $316.2M | $108.2M | ||
| Q2 24 | $218.9M | $26.7M |
自由现金流ESSWWW
| Q1 26 | — | $145.6M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $30.1M | ||
| Q2 25 | — | $41.2M | ||
| Q1 25 | — | $-91.4M | ||
| Q4 24 | — | $74.4M | ||
| Q3 24 | — | $104.1M | ||
| Q2 24 | — | $23.7M |
自由现金流率ESSWWW
| Q1 26 | — | 28.1% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | 8.7% | ||
| Q1 25 | — | -22.2% | ||
| Q4 24 | — | 15.0% | ||
| Q3 24 | — | 23.6% | ||
| Q2 24 | — | 5.6% |
资本支出强度ESSWWW
| Q1 26 | — | 0.1% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 0.7% |
现金转化率ESSWWW
| Q1 26 | — | 4.60× | ||
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | 1.31× | ||
| Q2 25 | 0.93× | 1.66× | ||
| Q1 25 | 1.32× | -6.93× | ||
| Q4 24 | 3.54× | 3.57× | ||
| Q3 24 | 2.52× | 4.66× | ||
| Q2 24 | 2.21× | 1.93× |
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
WWW
| Sales Channel Through Intermediary | $230.2M | 44% |
| Sales Channel Directly To Consumer | $142.6M | 28% |
| Work Group | $134.0M | 26% |
| Other | $10.7M | 2% |
