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Encompass Health Corp（EHC）とWoodward, Inc.（WWD）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 $996.5M、Woodward, Inc.の約1.6倍）。Woodward, Inc.の純利益率が高く（13.4% vs 9.5%、差は4.0%）。Woodward, Inc.の前年同期比売上増加率が高い（29.0% 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 $70.3M）。過去8四半期でWoodward, Inc.の売上複合成長率が高い（9.2% 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。
ウッドワード（Woodward, Inc.）は米国発祥の制御システムおよび同システム部品の設計・製造・サービスを提供する企業です。航空機、航空機エンジン、産業用エンジン・タービン、発電設備、モバイル産業機器向け製品のほか、国防向け軍用装置・各種機器も供給しています。
EHC vs WWD — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.5B | $996.5M |
| 純利益 | $146.1M | $133.7M |
| 粗利率 | — | 29.3% |
| 営業利益率 | 16.7% | 17.0% |
| 純利益率 | 9.5% | 13.4% |
| 売上前年比 | 9.9% | 29.0% |
| 純利益前年比 | 20.8% | 53.5% |
| EPS（希薄化後） | $1.43 | $2.17 |
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 | $996.5M | ||
| Q3 25 | $1.5B | $995.3M | ||
| Q2 25 | $1.5B | $915.4M | ||
| Q1 25 | $1.5B | $883.6M | ||
| Q4 24 | $1.4B | $772.7M | ||
| Q3 24 | $1.4B | $854.5M | ||
| Q2 24 | $1.3B | $847.7M | ||
| Q1 24 | $1.3B | $835.3M |
| Q4 25 | $146.1M | $133.7M | ||
| Q3 25 | $126.5M | $137.6M | ||
| Q2 25 | $142.1M | $108.4M | ||
| Q1 25 | $151.5M | $108.9M | ||
| Q4 24 | $120.9M | $87.1M | ||
| Q3 24 | $108.2M | $83.3M | ||
| Q2 24 | $114.1M | $102.1M | ||
| Q1 24 | $112.5M | $97.6M |
| Q4 25 | — | 29.3% | ||
| Q3 25 | — | 27.9% | ||
| Q2 25 | — | 27.2% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | — | 24.5% | ||
| Q3 24 | — | 24.3% | ||
| Q2 24 | — | 27.1% | ||
| Q1 24 | — | 28.1% |
| Q4 25 | 16.7% | 17.0% | ||
| Q3 25 | 14.9% | 16.1% | ||
| Q2 25 | 16.2% | 13.9% | ||
| Q1 25 | 16.4% | 15.0% | ||
| Q4 24 | 14.3% | 13.2% | ||
| Q3 24 | 13.6% | 11.9% | ||
| Q2 24 | 14.3% | 14.4% | ||
| Q1 24 | 13.6% | 14.4% |
| Q4 25 | 9.5% | 13.4% | ||
| Q3 25 | 8.6% | 13.8% | ||
| Q2 25 | 9.7% | 11.8% | ||
| Q1 25 | 10.4% | 12.3% | ||
| Q4 24 | 8.6% | 11.3% | ||
| Q3 24 | 8.0% | 9.7% | ||
| Q2 24 | 8.8% | 12.0% | ||
| Q1 24 | 8.5% | 11.7% |
| Q4 25 | $1.43 | $2.17 | ||
| Q3 25 | $1.24 | $2.23 | ||
| Q2 25 | $1.39 | $1.76 | ||
| Q1 25 | $1.48 | $1.78 | ||
| Q4 24 | $1.18 | $1.42 | ||
| Q3 24 | $1.06 | $1.36 | ||
| Q2 24 | $1.12 | $1.63 | ||
| Q1 24 | $1.10 | $1.56 |
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 | $454.2M |
| 総負債低いほど良い | $2.4B | — |
| 株主資本純資産 | $2.4B | $2.6B |
| 総資産 | $7.1B | $4.7B |
| 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 | $454.2M | ||
| Q3 25 | $48.7M | $327.4M | ||
| Q2 25 | $99.1M | $473.2M | ||
| Q1 25 | $95.8M | $364.1M | ||
| Q4 24 | $85.4M | $283.7M | ||
| Q3 24 | $147.8M | $282.3M | ||
| Q2 24 | $154.4M | $308.3M | ||
| Q1 24 | $134.4M | $316.9M |
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | $579.9M | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.3B | $655.5M | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
| Q4 25 | $2.4B | $2.6B | ||
| Q3 25 | $2.4B | $2.6B | ||
| Q2 25 | $2.3B | $2.5B | ||
| Q1 25 | $2.2B | $2.3B | ||
| Q4 24 | $2.1B | $2.2B | ||
| Q3 24 | $2.0B | $2.2B | ||
| Q2 24 | $1.8B | $2.2B | ||
| Q1 24 | $1.7B | $2.3B |
| Q4 25 | $7.1B | $4.7B | ||
| Q3 25 | $6.9B | $4.6B | ||
| Q2 25 | $6.8B | $4.7B | ||
| Q1 25 | $6.6B | $4.5B | ||
| Q4 24 | $6.5B | $4.3B | ||
| Q3 24 | $6.5B | $4.4B | ||
| Q2 24 | $6.4B | $4.3B | ||
| Q1 24 | $6.2B | $4.4B |
| Q4 25 | 1.00× | — | ||
| Q3 25 | 1.01× | 0.23× | ||
| Q2 25 | 1.02× | — | ||
| Q1 25 | 1.08× | — | ||
| Q4 24 | 1.14× | — | ||
| Q3 24 | 1.20× | 0.30× | ||
| 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 | $114.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $116.7M | $70.3M |
| FCFマージンFCF / 売上 | 7.6% | 7.1% |
| 設備投資強度設備投資 / 売上 | 14.8% | 4.4% |
| キャッシュ転換率営業CF / 純利益 | 2.37× | 0.86× |
| 直近12ヶ月FCF直近4四半期 | $439.2M | $409.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $346.0M | $114.4M | ||
| Q3 25 | $270.8M | $233.3M | ||
| Q2 25 | $270.2M | $125.6M | ||
| Q1 25 | $288.6M | $77.8M | ||
| Q4 24 | $278.8M | $34.5M | ||
| Q3 24 | $267.8M | $141.8M | ||
| Q2 24 | $217.4M | $153.2M | ||
| Q1 24 | $238.8M | $97.3M |
| Q4 25 | $116.7M | $70.3M | ||
| Q3 25 | $83.7M | $180.9M | ||
| Q2 25 | $113.3M | $99.1M | ||
| Q1 25 | $125.5M | $59.4M | ||
| Q4 24 | $80.1M | $942.0K | ||
| Q3 24 | $120.3M | $117.7M | ||
| Q2 24 | $60.5M | $137.3M | ||
| Q1 24 | $99.4M | $82.8M |
| Q4 25 | 7.6% | 7.1% | ||
| Q3 25 | 5.7% | 18.2% | ||
| Q2 25 | 7.8% | 10.8% | ||
| Q1 25 | 8.6% | 6.7% | ||
| Q4 24 | 5.7% | 0.1% | ||
| Q3 24 | 8.9% | 13.8% | ||
| Q2 24 | 4.6% | 16.2% | ||
| Q1 24 | 7.6% | 9.9% |
| Q4 25 | 14.8% | 4.4% | ||
| Q3 25 | 12.7% | 5.3% | ||
| Q2 25 | 10.8% | 2.9% | ||
| Q1 25 | 11.2% | 2.1% | ||
| Q4 24 | 14.1% | 4.3% | ||
| Q3 24 | 10.9% | 2.8% | ||
| Q2 24 | 12.1% | 1.9% | ||
| Q1 24 | 10.6% | 1.7% |
| Q4 25 | 2.37× | 0.86× | ||
| Q3 25 | 2.14× | 1.70× | ||
| Q2 25 | 1.90× | 1.16× | ||
| Q1 25 | 1.90× | 0.71× | ||
| Q4 24 | 2.31× | 0.40× | ||
| Q3 24 | 2.48× | 1.70× | ||
| Q2 24 | 1.91× | 1.50× | ||
| Q1 24 | 2.12× | 1.00× |
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% |
WWD
| Transferred At Point In Time | $253.6M | 25% |
| Commercial OEM | $187.9M | 19% |
| Transportation | $166.3M | 17% |
| Defense OEM | $138.2M | 14% |
| Power Generation | $122.8M | 12% |
| Oil And Gas | $72.4M | 7% |
| Defense Aftermarket | $63.8M | 6% |
