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Encompass Health Corp（EHC）とPediatrix Medical Group, Inc.（MD）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 $493.8M、Pediatrix Medical Group, Inc.の約3.1倍）。Encompass Health Corpの純利益率が高く（9.5% vs 6.8%、差は2.6%）。Encompass Health Corpの前年同期比売上増加率が高い（9.9% vs -1.7%）。過去8四半期でEncompass Health Corpの売上複合成長率が高い（8.3% vs -0.1%）
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。
Pediatrix Medical Group, Inc.は米国を代表する専門医療サービスプロバイダーで、母胎医療、新生児科、小児心臓病学などの小児亜専門を中心に事業を展開し、米国全土の医療機関と提携して女性、新生児、子どもに根拠に基づく質の高い医療を提供しています。
EHC vs MD — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $1.5B | $493.8M |
| 純利益 | $146.1M | $33.7M |
| 粗利率 | — | — |
| 営業利益率 | 16.7% | 9.9% |
| 純利益率 | 9.5% | 6.8% |
| 売上前年比 | 9.9% | -1.7% |
| 純利益前年比 | 20.8% | 10.5% |
| EPS（希薄化後） | $1.43 | $0.40 |
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 | $493.8M | ||
| Q3 25 | $1.5B | $492.9M | ||
| Q2 25 | $1.5B | $468.8M | ||
| Q1 25 | $1.5B | $458.4M | ||
| Q4 24 | $1.4B | $502.4M | ||
| Q3 24 | $1.4B | $511.2M | ||
| Q2 24 | $1.3B | $504.3M | ||
| Q1 24 | $1.3B | $495.1M |
| Q4 25 | $146.1M | $33.7M | ||
| Q3 25 | $126.5M | $71.7M | ||
| Q2 25 | $142.1M | $39.3M | ||
| Q1 25 | $151.5M | $20.7M | ||
| Q4 24 | $120.9M | $30.5M | ||
| Q3 24 | $108.2M | $19.4M | ||
| Q2 24 | $114.1M | $-153.0M | ||
| Q1 24 | $112.5M | $4.0M |
| Q4 25 | 16.7% | 9.9% | ||
| Q3 25 | 14.9% | 13.8% | ||
| Q2 25 | 16.2% | 12.8% | ||
| Q1 25 | 16.4% | 7.0% | ||
| Q4 24 | 14.3% | 7.8% | ||
| Q3 24 | 13.6% | 6.6% | ||
| Q2 24 | 14.3% | -31.3% | ||
| Q1 24 | 13.6% | 3.2% |
| Q4 25 | 9.5% | 6.8% | ||
| Q3 25 | 8.6% | 14.5% | ||
| Q2 25 | 9.7% | 8.4% | ||
| Q1 25 | 10.4% | 4.5% | ||
| Q4 24 | 8.6% | 6.1% | ||
| Q3 24 | 8.0% | 3.8% | ||
| Q2 24 | 8.8% | -30.3% | ||
| Q1 24 | 8.5% | 0.8% |
| Q4 25 | $1.43 | $0.40 | ||
| Q3 25 | $1.24 | $0.84 | ||
| Q2 25 | $1.39 | $0.46 | ||
| Q1 25 | $1.48 | $0.24 | ||
| Q4 24 | $1.18 | $0.37 | ||
| Q3 24 | $1.06 | $0.23 | ||
| Q2 24 | $1.12 | $-1.84 | ||
| Q1 24 | $1.10 | $0.05 |
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 | $375.2M |
| 総負債低いほど良い | $2.4B | $570.5M |
| 株主資本純資産 | $2.4B | $865.9M |
| 総資産 | $7.1B | $2.2B |
| 負債/資本比率低いほどレバレッジが低い | 1.00× | 0.66× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $72.2M | $375.2M | ||
| Q3 25 | $48.7M | $340.1M | ||
| Q2 25 | $99.1M | $224.7M | ||
| Q1 25 | $95.8M | $99.0M | ||
| Q4 24 | $85.4M | $229.9M | ||
| Q3 24 | $147.8M | $103.8M | ||
| Q2 24 | $154.4M | $19.4M | ||
| Q1 24 | $134.4M | $8.0M |
| Q4 25 | $2.4B | $570.5M | ||
| Q3 25 | $2.4B | $577.2M | ||
| Q2 25 | $2.3B | $583.9M | ||
| Q1 25 | $2.3B | $590.5M | ||
| Q4 24 | $2.4B | $597.1M | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
| Q4 25 | $2.4B | $865.9M | ||
| Q3 25 | $2.4B | $890.7M | ||
| Q2 25 | $2.3B | $833.8M | ||
| Q1 25 | $2.2B | $789.2M | ||
| Q4 24 | $2.1B | $764.9M | ||
| Q3 24 | $2.0B | $732.5M | ||
| Q2 24 | $1.8B | $706.5M | ||
| Q1 24 | $1.7B | $856.2M |
| Q4 25 | $7.1B | $2.2B | ||
| Q3 25 | $6.9B | $2.2B | ||
| Q2 25 | $6.8B | $2.1B | ||
| Q1 25 | $6.6B | $2.0B | ||
| Q4 24 | $6.5B | $2.2B | ||
| Q3 24 | $6.5B | $2.1B | ||
| Q2 24 | $6.4B | $2.0B | ||
| Q1 24 | $6.2B | $2.2B |
| Q4 25 | 1.00× | 0.66× | ||
| Q3 25 | 1.01× | 0.65× | ||
| Q2 25 | 1.02× | 0.70× | ||
| Q1 25 | 1.08× | 0.75× | ||
| Q4 24 | 1.14× | 0.78× | ||
| 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 | $114.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $116.7M | — |
| FCFマージンFCF / 売上 | 7.6% | — |
| 設備投資強度設備投資 / 売上 | 14.8% | — |
| キャッシュ転換率営業CF / 純利益 | 2.37× | 3.39× |
| 直近12ヶ月FCF直近4四半期 | $439.2M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $346.0M | $114.1M | ||
| Q3 25 | $270.8M | $137.3M | ||
| Q2 25 | $270.2M | $137.2M | ||
| Q1 25 | $288.6M | $-117.5M | ||
| Q4 24 | $278.8M | $133.0M | ||
| Q3 24 | $267.8M | $91.8M | ||
| Q2 24 | $217.4M | $107.0M | ||
| Q1 24 | $238.8M | $-125.2M |
| Q4 25 | $116.7M | — | ||
| Q3 25 | $83.7M | — | ||
| Q2 25 | $113.3M | — | ||
| Q1 25 | $125.5M | — | ||
| Q4 24 | $80.1M | — | ||
| Q3 24 | $120.3M | — | ||
| Q2 24 | $60.5M | — | ||
| Q1 24 | $99.4M | — |
| Q4 25 | 7.6% | — | ||
| Q3 25 | 5.7% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.6% | — | ||
| Q4 24 | 5.7% | — | ||
| Q3 24 | 8.9% | — | ||
| Q2 24 | 4.6% | — | ||
| Q1 24 | 7.6% | — |
| Q4 25 | 14.8% | — | ||
| Q3 25 | 12.7% | — | ||
| Q2 25 | 10.8% | — | ||
| Q1 25 | 11.2% | — | ||
| Q4 24 | 14.1% | — | ||
| Q3 24 | 10.9% | — | ||
| Q2 24 | 12.1% | — | ||
| Q1 24 | 10.6% | — |
| Q4 25 | 2.37× | 3.39× | ||
| Q3 25 | 2.14× | 1.91× | ||
| Q2 25 | 1.90× | 3.49× | ||
| Q1 25 | 1.90× | -5.66× | ||
| Q4 24 | 2.31× | 4.36× | ||
| Q3 24 | 2.48× | 4.72× | ||
| Q2 24 | 1.91× | — | ||
| Q1 24 | 2.12× | -31.03× |
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% |
MD
| Health Care Patient Service | $421.6M | 85% |
| Hospitals Contracts | $70.0M | 14% |
| Other | $2.2M | 0% |
