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Encompass Health Corp（EHC）とVeralto（VLTO）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 $1.4B、Veraltoの約1.1倍）。Veraltoの純利益率が高く（17.9% vs 9.5%、差は8.4%）。Encompass Health Corpの前年同期比売上増加率が高い（9.9% vs 6.8%）。Veraltoの直近四半期フリーキャッシュフローが多い（$170.0M vs $116.7M）。過去8四半期でEncompass Health Corpの売上複合成長率が高い（8.3% vs 6.8%）
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。
Veralto社は米国マサチューセッツ州ウォルサムに本社を置くテクノロジー企業で、水質分析・水処理、マーキング・コーディング、包装・カラーマネジメント関連製品の開発・製造を主軸事業とし、世界各国の多様な業界の顧客に最適な技術製品と周辺サービスを提供している。
EHC vs VLTO — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.5B | $1.4B |
| 純利益 | $146.1M | $254.0M |
| 粗利率 | — | 60.1% |
| 営業利益率 | 16.7% | 23.8% |
| 純利益率 | 9.5% | 17.9% |
| 売上前年比 | 9.9% | 6.8% |
| 純利益前年比 | 20.8% | 12.9% |
| EPS（希薄化後） | $1.43 | $1.02 |
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
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.4B | $1.3B | ||
| Q2 24 | $1.3B | $1.3B |
| Q1 26 | — | $254.0M | ||
| Q4 25 | $146.1M | $239.0M | ||
| Q3 25 | $126.5M | $222.0M | ||
| Q2 25 | $142.1M | $225.0M | ||
| Q1 25 | $151.5M | — | ||
| Q4 24 | $120.9M | $227.0M | ||
| Q3 24 | $108.2M | $219.0M | ||
| Q2 24 | $114.1M | $203.0M |
| Q1 26 | — | 60.1% | ||
| Q4 25 | — | 60.1% | ||
| Q3 25 | — | 60.0% | ||
| Q2 25 | — | 60.4% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 59.6% | ||
| Q3 24 | — | 59.6% | ||
| Q2 24 | — | 60.1% |
| Q1 26 | — | 23.8% | ||
| Q4 25 | 16.7% | 23.2% | ||
| Q3 25 | 14.9% | 22.8% | ||
| Q2 25 | 16.2% | 24.2% | ||
| Q1 25 | 16.4% | — | ||
| Q4 24 | 14.3% | 22.9% | ||
| Q3 24 | 13.6% | 23.4% | ||
| Q2 24 | 14.3% | 23.2% |
| Q1 26 | — | 17.9% | ||
| Q4 25 | 9.5% | 17.0% | ||
| Q3 25 | 8.6% | 16.2% | ||
| Q2 25 | 9.7% | 16.9% | ||
| Q1 25 | 10.4% | — | ||
| Q4 24 | 8.6% | 16.9% | ||
| Q3 24 | 8.0% | 16.7% | ||
| Q2 24 | 8.8% | 15.8% |
| Q1 26 | — | $1.02 | ||
| Q4 25 | $1.43 | $0.95 | ||
| Q3 25 | $1.24 | $0.89 | ||
| Q2 25 | $1.39 | $0.90 | ||
| Q1 25 | $1.48 | — | ||
| Q4 24 | $1.18 | $0.91 | ||
| Q3 24 | $1.06 | $0.88 | ||
| Q2 24 | $1.12 | $0.81 |
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 | — |
| 総負債低いほど良い | $2.4B | — |
| 株主資本純資産 | $2.4B | — |
| 総資産 | $7.1B | — |
| 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
| Q1 26 | — | — | ||
| Q4 25 | $72.2M | $1.8B | ||
| Q3 25 | $48.7M | $1.6B | ||
| Q2 25 | $99.1M | $1.2B | ||
| Q1 25 | $95.8M | — | ||
| Q4 24 | $85.4M | $1.1B | ||
| Q3 24 | $147.8M | $1.3B | ||
| Q2 24 | $154.4M | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $2.7B | ||
| Q3 25 | $2.4B | $2.7B | ||
| Q2 25 | $2.3B | $2.6B | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | $2.6B | ||
| Q3 24 | $2.3B | $2.6B | ||
| Q2 24 | $2.7B | $2.6B |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $2.8B | ||
| Q3 25 | $2.4B | $2.7B | ||
| Q2 25 | $2.3B | $2.3B | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.1B | $2.0B | ||
| Q3 24 | $2.0B | $2.0B | ||
| Q2 24 | $1.8B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | $7.1B | $7.4B | ||
| Q3 25 | $6.9B | $7.2B | ||
| Q2 25 | $6.8B | $6.6B | ||
| Q1 25 | $6.6B | — | ||
| Q4 24 | $6.5B | $6.4B | ||
| Q3 24 | $6.5B | $6.3B | ||
| Q2 24 | $6.4B | $5.9B |
| Q1 26 | — | — | ||
| Q4 25 | 1.00× | 0.94× | ||
| Q3 25 | 1.01× | 1.01× | ||
| Q2 25 | 1.02× | 1.14× | ||
| Q1 25 | 1.08× | — | ||
| Q4 24 | 1.14× | 1.28× | ||
| Q3 24 | 1.20× | 1.35× | ||
| Q2 24 | 1.46× | 1.57× |
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 | $182.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $116.7M | $170.0M |
| FCFマージンFCF / 売上 | 7.6% | 12.0% |
| 設備投資強度設備投資 / 売上 | 14.8% | 0.8% |
| キャッシュ転換率営業CF / 純利益 | 2.37× | 0.72× |
| 直近12ヶ月FCF直近4四半期 | $439.2M | $893.0M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $182.0M | ||
| Q4 25 | $346.0M | $270.0M | ||
| Q3 25 | $270.8M | $339.0M | ||
| Q2 25 | $270.2M | $157.0M | ||
| Q1 25 | $288.6M | — | ||
| Q4 24 | $278.8M | $285.0M | ||
| Q3 24 | $267.8M | $224.0M | ||
| Q2 24 | $217.4M | $251.0M |
| Q1 26 | — | $170.0M | ||
| Q4 25 | $116.7M | $258.0M | ||
| Q3 25 | $83.7M | $323.0M | ||
| Q2 25 | $113.3M | $142.0M | ||
| Q1 25 | $125.5M | — | ||
| Q4 24 | $80.1M | $263.0M | ||
| Q3 24 | $120.3M | $215.0M | ||
| Q2 24 | $60.5M | $240.0M |
| Q1 26 | — | 12.0% | ||
| Q4 25 | 7.6% | 18.4% | ||
| Q3 25 | 5.7% | 23.6% | ||
| Q2 25 | 7.8% | 10.7% | ||
| Q1 25 | 8.6% | — | ||
| Q4 24 | 5.7% | 19.6% | ||
| Q3 24 | 8.9% | 16.4% | ||
| Q2 24 | 4.6% | 18.6% |
| Q1 26 | — | 0.8% | ||
| Q4 25 | 14.8% | 0.9% | ||
| Q3 25 | 12.7% | 1.2% | ||
| Q2 25 | 10.8% | 1.1% | ||
| Q1 25 | 11.2% | — | ||
| Q4 24 | 14.1% | 1.6% | ||
| Q3 24 | 10.9% | 0.7% | ||
| Q2 24 | 12.1% | 0.9% |
| Q1 26 | — | 0.72× | ||
| Q4 25 | 2.37× | 1.13× | ||
| Q3 25 | 2.14× | 1.53× | ||
| Q2 25 | 1.90× | 0.70× | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 2.31× | 1.26× | ||
| Q3 24 | 2.48× | 1.02× | ||
| Q2 24 | 1.91× | 1.24× |
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% |
VLTO
セグメントデータなし
