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Encompass Health Corp（EHC）とIES Holdings, Inc.（IESC）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
Encompass Health Corpの直近四半期売上が大きい（$1.5B vs $871.0M、IES Holdings, Inc.の約1.8倍）。IES Holdings, Inc.の純利益率が高く（10.5% vs 9.5%、差は1.1%）。IES Holdings, Inc.の前年同期比売上増加率が高い（16.2% vs 9.9%）。Encompass Health Corpの直近四半期フリーキャッシュフローが多い（$116.7M vs $-18.9M）。過去8四半期でIES Holdings, Inc.の売上複合成長率が高い（11.1% vs 8.3%）
エンコンパスヘルスコーポレーション（旧Amcare、HealthSouth）は米国アラバマ州バーミンガムに本社を置く米国最大の入院リハビリサービス事業者で、39州とプエルトリコに173の入院リハビリ病院を展開し、脳卒中や神経疾患、心肺疾患、脳損傷から回復中の患者に専門的な治療とケアを提供している。
IES Holdings, Inc.は旧社名Integrated Electrical Services, Inc.で、統合電気・技術システムの設計・設置を手がけるほか、データセンター、住宅、商業施設・工業施設など多様な末端市場向けにインフラ関連製品・サービスを提供している。
EHC vs IESC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.5B | $871.0M |
| 純利益 | $146.1M | $91.8M |
| 粗利率 | — | 25.3% |
| 営業利益率 | 16.7% | 11.2% |
| 純利益率 | 9.5% | 10.5% |
| 売上前年比 | 9.9% | 16.2% |
| 純利益前年比 | 20.8% | 59.1% |
| EPS（希薄化後） | $1.43 | $4.51 |
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 | $1.5B | $871.0M | ||
| Q3 25 | $1.5B | $897.8M | ||
| Q2 25 | $1.5B | $890.2M | ||
| Q1 25 | $1.5B | $834.0M | ||
| Q4 24 | $1.4B | $749.5M | ||
| Q3 24 | $1.4B | $775.8M | ||
| Q2 24 | $1.3B | $768.4M | ||
| Q1 24 | $1.3B | $705.7M |
| Q4 25 | $146.1M | $91.8M | ||
| Q3 25 | $126.5M | $102.3M | ||
| Q2 25 | $142.1M | $79.3M | ||
| Q1 25 | $151.5M | $72.6M | ||
| Q4 24 | $120.9M | $57.7M | ||
| Q3 24 | $108.2M | $65.5M | ||
| Q2 24 | $114.1M | $66.6M | ||
| Q1 24 | $112.5M | $56.8M |
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.0% | ||
| Q2 25 | — | 26.9% | ||
| Q1 25 | — | 25.0% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% | ||
| Q1 24 | — | 24.3% |
| Q4 25 | 16.7% | 11.2% | ||
| Q3 25 | 14.9% | 11.6% | ||
| Q2 25 | 16.2% | 12.6% | ||
| Q1 25 | 16.4% | 11.1% | ||
| Q4 24 | 14.3% | 10.0% | ||
| Q3 24 | 13.6% | 9.7% | ||
| Q2 24 | 14.3% | 11.7% | ||
| Q1 24 | 13.6% | 11.0% |
| Q4 25 | 9.5% | 10.5% | ||
| Q3 25 | 8.6% | 11.4% | ||
| Q2 25 | 9.7% | 8.9% | ||
| Q1 25 | 10.4% | 8.7% | ||
| Q4 24 | 8.6% | 7.7% | ||
| Q3 24 | 8.0% | 8.4% | ||
| Q2 24 | 8.8% | 8.7% | ||
| Q1 24 | 8.5% | 8.0% |
| Q4 25 | $1.43 | $4.51 | ||
| Q3 25 | $1.24 | $4.99 | ||
| Q2 25 | $1.39 | $3.81 | ||
| Q1 25 | $1.48 | $3.50 | ||
| Q4 24 | $1.18 | $2.72 | ||
| Q3 24 | $1.06 | $3.06 | ||
| Q2 24 | $1.12 | $2.67 | ||
| Q1 24 | $1.10 | $2.29 |
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 | $72.2M | $258.7M |
| 総負債低いほど良い | $2.4B | — |
| 株主資本純資産 | $2.4B | $961.1M |
| 総資産 | $7.1B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | 1.00× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $72.2M | $258.7M | ||
| Q3 25 | $48.7M | $231.8M | ||
| Q2 25 | $99.1M | $168.3M | ||
| Q1 25 | $95.8M | $88.3M | ||
| Q4 24 | $85.4M | $112.0M | ||
| Q3 24 | $147.8M | $135.8M | ||
| Q2 24 | $154.4M | $44.9M | ||
| Q1 24 | $134.4M | $106.0M |
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
| Q4 25 | $2.4B | $961.1M | ||
| Q3 25 | $2.4B | $884.0M | ||
| Q2 25 | $2.3B | $781.4M | ||
| Q1 25 | $2.2B | $705.8M | ||
| Q4 24 | $2.1B | $652.4M | ||
| Q3 24 | $2.0B | $611.1M | ||
| Q2 24 | $1.8B | $567.5M | ||
| Q1 24 | $1.7B | $534.8M |
| Q4 25 | $7.1B | $1.7B | ||
| Q3 25 | $6.9B | $1.6B | ||
| Q2 25 | $6.8B | $1.5B | ||
| Q1 25 | $6.6B | $1.4B | ||
| Q4 24 | $6.5B | $1.3B | ||
| Q3 24 | $6.5B | $1.2B | ||
| Q2 24 | $6.4B | $1.2B | ||
| Q1 24 | $6.2B | $1.1B |
| Q4 25 | 1.00× | — | ||
| Q3 25 | 1.01× | — | ||
| Q2 25 | 1.02× | — | ||
| Q1 25 | 1.08× | — | ||
| Q4 24 | 1.14× | — | ||
| Q3 24 | 1.20× | — | ||
| Q2 24 | 1.46× | — | ||
| Q1 24 | 1.54× | — |
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 | $346.0M | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $116.7M | $-18.9M |
| FCFマージンFCF / 売上 | 7.6% | -2.2% |
| 設備投資強度設備投資 / 売上 | 14.8% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 2.37× | 0.30× |
| 直近12ヶ月FCF直近4四半期 | $439.2M | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $346.0M | $27.7M | ||
| Q3 25 | $270.8M | $132.0M | ||
| Q2 25 | $270.2M | $92.0M | ||
| Q1 25 | $288.6M | $24.8M | ||
| Q4 24 | $278.8M | $37.3M | ||
| Q3 24 | $267.8M | $92.8M | ||
| Q2 24 | $217.4M | $82.9M | ||
| Q1 24 | $238.8M | $33.7M |
| Q4 25 | $116.7M | $-18.9M | ||
| Q3 25 | $83.7M | $112.0M | ||
| Q2 25 | $113.3M | $74.8M | ||
| Q1 25 | $125.5M | $7.9M | ||
| Q4 24 | $80.1M | $24.1M | ||
| Q3 24 | $120.3M | $78.5M | ||
| Q2 24 | $60.5M | $65.4M | ||
| Q1 24 | $99.4M | $26.9M |
| Q4 25 | 7.6% | -2.2% | ||
| Q3 25 | 5.7% | 12.5% | ||
| Q2 25 | 7.8% | 8.4% | ||
| Q1 25 | 8.6% | 0.9% | ||
| Q4 24 | 5.7% | 3.2% | ||
| Q3 24 | 8.9% | 10.1% | ||
| Q2 24 | 4.6% | 8.5% | ||
| Q1 24 | 7.6% | 3.8% |
| Q4 25 | 14.8% | 5.3% | ||
| Q3 25 | 12.7% | 2.2% | ||
| Q2 25 | 10.8% | 1.9% | ||
| Q1 25 | 11.2% | 2.0% | ||
| Q4 24 | 14.1% | 1.8% | ||
| Q3 24 | 10.9% | 1.8% | ||
| Q2 24 | 12.1% | 2.3% | ||
| Q1 24 | 10.6% | 1.0% |
| Q4 25 | 2.37× | 0.30× | ||
| Q3 25 | 2.14× | 1.29× | ||
| Q2 25 | 1.90× | 1.16× | ||
| Q1 25 | 1.90× | 0.34× | ||
| Q4 24 | 2.31× | 0.65× | ||
| Q3 24 | 2.48× | 1.42× | ||
| Q2 24 | 1.91× | 1.24× | ||
| Q1 24 | 2.12× | 0.59× |
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
EHC
| Medicare | $1.0B | 66% |
| Medicare Advantage | $243.1M | 16% |
| Managed Care | $160.7M | 10% |
| Medicaid | $47.0M | 3% |
| Other Income Source | $44.8M | 3% |
| Other Thirdparty Payors | $11.2M | 1% |
| Workers Compensation | $7.6M | 0% |
| Patients | $4.6M | 0% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
