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Aveanna Healthcare Holdings, Inc.（AVAH）とEnhabit, Inc.（EHAB）の財務データ比較。上の社名をクリックして会社を切り替えられます
Aveanna Healthcare Holdings, Inc.の直近四半期売上が大きい（$621.9M vs $270.4M、Enhabit, Inc.の約2.3倍）。Aveanna Healthcare Holdings, Inc.の純利益率が高く（2.3% vs -14.3%、差は16.6%）。Aveanna Healthcare Holdings, Inc.の前年同期比売上増加率が高い（22.2% vs 4.7%）。過去8四半期でAveanna Healthcare Holdings, Inc.の売上複合成長率が高い（14.0% vs 1.5%）
Aveanna Healthcare Holdings, Inc.は米国の代表的な在宅・地域密着型医療サービス事業者で、小児在宅看護、成人向け介護、ホスピス、輸液療法などを提供しています。全米に広がる地域ケアセンター網を通じ、公的・民間保険加入者を中心にサービスを提供しています。
Enhabit, Inc.はアメリカ合衆国テキサス州ダラスに本拠を置く在宅医療・終末期ケアサービスプロバイダーです。現在34州に255箇所の在宅医療拠点と110箇所の終末期ケア拠点を展開し、テキサス、アラバマ、フロリダ、ジョージアなどで事業を集中しています。米国で4番目に大きい在宅医療事業者であり、終末期ケア分野でも有数の事業者で、2022年にEncompass Healthから同事業がスピンオフして設立されました。
AVAH vs EHAB — 直接比較
損益計算書 — Q3 2026 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $621.9M | $270.4M |
| 純利益 | $14.1M | $-38.7M |
| 粗利率 | 32.6% | — |
| 営業利益率 | 8.6% | -12.3% |
| 純利益率 | 2.3% | -14.3% |
| 売上前年比 | 22.2% | 4.7% |
| 純利益前年比 | 132.8% | 15.9% |
| EPS（希薄化後） | $0.06 | $-0.76 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | — | $270.4M | ||
| Q3 25 | $621.9M | $263.6M | ||
| Q2 25 | $589.6M | $266.1M | ||
| Q1 25 | $559.2M | $259.9M | ||
| Q4 24 | $519.9M | $258.2M | ||
| Q3 24 | $509.0M | $253.6M | ||
| Q2 24 | $505.0M | $260.6M | ||
| Q1 24 | $490.7M | $262.4M |
| Q4 25 | — | $-38.7M | ||
| Q3 25 | $14.1M | $11.1M | ||
| Q2 25 | $27.0M | $5.2M | ||
| Q1 25 | $5.2M | $17.8M | ||
| Q4 24 | $29.2M | $-46.0M | ||
| Q3 24 | $-42.8M | $-110.2M | ||
| Q2 24 | $13.9M | $-200.0K | ||
| Q1 24 | $-11.2M | $200.0K |
| Q4 25 | — | — | ||
| Q3 25 | 32.6% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 32.8% | — | ||
| Q4 24 | 33.0% | — | ||
| Q3 24 | 31.4% | — | ||
| Q2 24 | 31.3% | — | ||
| Q1 24 | 29.7% | — |
| Q4 25 | — | -12.3% | ||
| Q3 25 | 8.6% | 6.4% | ||
| Q2 25 | 13.6% | 6.3% | ||
| Q1 25 | 9.3% | 6.1% | ||
| Q4 24 | 8.8% | -16.0% | ||
| Q3 24 | 6.7% | -38.6% | ||
| Q2 24 | 7.4% | 4.3% | ||
| Q1 24 | 4.7% | 4.9% |
| Q4 25 | — | -14.3% | ||
| Q3 25 | 2.3% | 4.2% | ||
| Q2 25 | 4.6% | 2.0% | ||
| Q1 25 | 0.9% | 6.8% | ||
| Q4 24 | 5.6% | -17.8% | ||
| Q3 24 | -8.4% | -43.5% | ||
| Q2 24 | 2.8% | -0.1% | ||
| Q1 24 | -2.3% | 0.1% |
| Q4 25 | — | $-0.76 | ||
| Q3 25 | $0.06 | $0.22 | ||
| Q2 25 | $0.13 | $0.10 | ||
| Q1 25 | $0.03 | $0.35 | ||
| Q4 24 | $0.15 | $-0.92 | ||
| Q3 24 | $-0.22 | $-2.20 | ||
| Q2 24 | $0.07 | $0.00 | ||
| Q1 24 | $-0.06 | $0.01 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $145.9M | $43.6M |
| 総負債低いほど良い | $1.3B | $426.0M |
| 株主資本純資産 | $9.2M | $534.0M |
| 総資産 | $1.8B | $1.2B |
| 負債/資本比率低いほどレバレッジが低い | 141.83× | 0.80× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $43.6M | ||
| Q3 25 | $145.9M | $56.9M | ||
| Q2 25 | $100.7M | $37.1M | ||
| Q1 25 | $71.5M | $39.5M | ||
| Q4 24 | $84.3M | $28.4M | ||
| Q3 24 | $78.5M | $45.7M | ||
| Q2 24 | $47.7M | $28.5M | ||
| Q1 24 | $42.6M | $36.5M |
| Q4 25 | — | $426.0M | ||
| Q3 25 | $1.3B | $441.5M | ||
| Q2 25 | $1.3B | $456.9M | ||
| Q1 25 | $1.3B | $467.3M | ||
| Q4 24 | $1.3B | $492.6M | ||
| Q3 24 | $1.3B | $502.9M | ||
| Q2 24 | $1.3B | $512.7M | ||
| Q1 24 | $1.3B | $526.7M |
| Q4 25 | — | $534.0M | ||
| Q3 25 | $9.2M | $566.8M | ||
| Q2 25 | $-12.0M | $552.4M | ||
| Q1 25 | $-100.1M | $543.2M | ||
| Q4 24 | $-123.6M | $523.5M | ||
| Q3 24 | $-156.4M | $566.1M | ||
| Q2 24 | $-119.0M | $674.3M | ||
| Q1 24 | $-136.3M | $672.3M |
| Q4 25 | — | $1.2B | ||
| Q3 25 | $1.8B | $1.2B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.7B | $1.2B | ||
| Q4 24 | $1.7B | $1.2B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.7B | $1.4B | ||
| Q1 24 | $1.6B | $1.4B |
| Q4 25 | — | 0.80× | ||
| Q3 25 | 141.83× | 0.78× | ||
| Q2 25 | — | 0.83× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | — | 0.94× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.76× | ||
| Q1 24 | — | 0.78× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $33.2M | $4.4M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $3.3M |
| FCFマージンFCF / 売上 | — | 1.2% |
| 設備投資強度設備投資 / 売上 | — | 0.4% |
| キャッシュ転換率営業CF / 純利益 | 2.36× | — |
| 直近12ヶ月FCF直近4四半期 | — | $65.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $4.4M | ||
| Q3 25 | $33.2M | $37.8M | ||
| Q2 25 | $51.6M | $10.6M | ||
| Q1 25 | $-8.6M | $17.9M | ||
| Q4 24 | $13.4M | $-4.1M | ||
| Q3 24 | $29.4M | $28.4M | ||
| Q2 24 | $1.8M | $9.6M | ||
| Q1 24 | $-12.0M | $17.3M |
| Q4 25 | — | $3.3M | ||
| Q3 25 | — | $36.2M | ||
| Q2 25 | — | $8.7M | ||
| Q1 25 | — | $17.6M | ||
| Q4 24 | — | $-4.7M | ||
| Q3 24 | — | $27.7M | ||
| Q2 24 | — | $8.9M | ||
| Q1 24 | — | $15.5M |
| Q4 25 | — | 1.2% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | — | -1.8% | ||
| Q3 24 | — | 10.9% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | — | 5.9% |
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 0.7% |
| Q4 25 | — | — | ||
| Q3 25 | 2.36× | 3.41× | ||
| Q2 25 | 1.91× | 2.04× | ||
| Q1 25 | -1.66× | 1.01× | ||
| Q4 24 | 0.46× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.13× | — | ||
| Q1 24 | — | 86.50× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
AVAH
| Private Duty Services | $514.4M | 83% |
| Home Health And Hospice | $62.4M | 10% |
| Medical Solutions | $45.1M | 7% |
EHAB
| Third Party Payor Medicare | $111.6M | 41% |
| Third Party Payor Medicare Advantage | $67.5M | 25% |
| Hospice Segment | $63.6M | 24% |
| Third Party Payor Managed Care | $24.9M | 9% |
| Third Party Payor Medicaid | $1.7M | 1% |
