ESRT compared with WELL: revenue, margins and what each company keeps, and the suppliers and customers both name

ESRTEmpire State Realty Trust, Inc.

Mkt capRevenueRevenue

WELLWelltower Inc.

Mkt capRevenueRevenue

Compare

ESRTEmpire State Realty Trust, Inc.

WELLWelltower Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

ESRT

0 of 3at or beyond implied

Reportimpliedrealized× implied

Nov 3 '26—▲+1.20%—

Q2 FY26±16.7%▼−13.79%×0.83

Q1 FY26±17.0%▼−0.89%×0.05

Feb 18 '26±16.1%▼−2.66%×0.17

WELL

1 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±5.3%▼−5.77%×1.09

Q2 FY26±5.5%▼−1.92%×0.35

= impliedESRT realized, solidWELL realized, hatchedOne scale, both sides: full bar = 18%× = |realized| ÷ impliedSource: market data

Q1 FY26

±5.1%

▼−1.00%

×0.20

Feb 11 '26±4.4%▲+3.51%×0.80

ESRTEmpire State Realty Trust, Inc.

5.19▼−1.43%

Mkt cap$912.4MRevenue$198MQ2 FY26Revenue$763MFY25

WELLWelltower Inc.

245.86▼−0.86%

Regular sessionNov 5 '26

Mkt cap$181.9BRevenue$3.5BQ3 FY26Revenue$10.7BFY25

Compare

Regular sessionNov 5 '26

ESRTEmpire State Realty Trust, Inc.

WELLWelltower Inc.

5.19▼−1.43%

Price

245.86▼−0.86%

$912.4M

Mkt cap

$181.9B

Q2 FY26$198M

Revenue

$3.5BQ3 FY26

FY25$763M

Revenue

$10.7BFY25

ESRT5.19▼−1.43%vsWELL245.86▼−0.86%Regular sessionNov 5 '26