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安进(AMGN)与ENSIGN GROUP, INC(ENSG)财务数据对比。点击上方公司名可切换其他公司
安进的季度营收约是ENSIGN GROUP, INC的7.3倍($9.9B vs $1.3B)。安进净利率更高(13.5% vs 7.1%,领先6.4%)。ENSIGN GROUP, INC同比增速更快(19.0% vs 8.6%)。过去两年ENSIGN GROUP, INC的营收复合增速更高(15.5% vs 15.1%)
安进是总部位于美国加利福尼亚州千橡市的跨国生物制药企业,公司名称取自最初的全称「应用分子遗传学」的缩写组合,按营收规模排名位列全球生物医药企业第18位,专注于研发、生产及商业化创新生物药物,为全球患者提供优质治疗选择。
Ensign Energy Services Inc.是加拿大上市油田服务提供商,成立于1987年,总部位于阿尔伯塔省卡尔加里,业务覆盖北美及全球多个市场,公司普通股在多伦多证券交易所挂牌交易,交易代码为ESI。
AMGN vs ENSG — 直观对比
营收规模更大
AMGN
是对方的7.3倍
$1.3B
营收增速更快
ENSG
高出10.5%
8.6%
净利率更高
AMGN
高出6.4%
7.1%
两年增速更快
ENSG
近两年复合增速
15.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $9.9B | $1.3B |
| 净利润 | $1.3B | $95.5M |
| 毛利率 | 69.8% | 20.3% |
| 营业利润率 | 27.6% | 9.2% |
| 净利率 | 13.5% | 7.1% |
| 营收同比 | 8.6% | 19.0% |
| 净利润同比 | 112.6% | 19.8% |
| 每股收益(稀释后) | $2.45 | $1.61 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
AMGN
ENSG
| Q4 25 | $9.9B | $1.3B | ||
| Q3 25 | $9.6B | $1.3B | ||
| Q2 25 | $9.2B | $1.2B | ||
| Q1 25 | $8.1B | $1.2B | ||
| Q4 24 | $9.1B | $1.1B | ||
| Q3 24 | $8.5B | $1.1B | ||
| Q2 24 | $8.4B | $1.0B | ||
| Q1 24 | $7.4B | $1.0B |
净利润
AMGN
ENSG
| Q4 25 | $1.3B | $95.5M | ||
| Q3 25 | $3.2B | $83.8M | ||
| Q2 25 | $1.4B | $84.4M | ||
| Q1 25 | $1.7B | $80.3M | ||
| Q4 24 | $627.0M | $79.7M | ||
| Q3 24 | $2.8B | $78.4M | ||
| Q2 24 | $746.0M | $71.0M | ||
| Q1 24 | $-113.0M | $68.8M |
毛利率
AMGN
ENSG
| Q4 25 | 69.8% | 20.3% | ||
| Q3 25 | 67.8% | 19.0% | ||
| Q2 25 | 67.2% | 20.4% | ||
| Q1 25 | 63.6% | 20.9% | ||
| Q4 24 | 65.7% | 20.8% | ||
| Q3 24 | 61.1% | 20.5% | ||
| Q2 24 | 61.4% | 20.8% | ||
| Q1 24 | 57.0% | 20.9% |
营业利润率
AMGN
ENSG
| Q4 25 | 27.6% | 9.2% | ||
| Q3 25 | 26.4% | 7.5% | ||
| Q2 25 | 28.9% | 8.5% | ||
| Q1 25 | 14.5% | 8.6% | ||
| Q4 24 | 25.4% | 8.9% | ||
| Q3 24 | 24.1% | 8.3% | ||
| Q2 24 | 22.8% | 8.3% | ||
| Q1 24 | 13.3% | 8.1% |
净利率
AMGN
ENSG
| Q4 25 | 13.5% | 7.1% | ||
| Q3 25 | 33.7% | 6.5% | ||
| Q2 25 | 15.6% | 6.9% | ||
| Q1 25 | 21.2% | 6.8% | ||
| Q4 24 | 6.9% | 7.0% | ||
| Q3 24 | 33.3% | 7.3% | ||
| Q2 24 | 8.9% | 6.9% | ||
| Q1 24 | -1.5% | 6.8% |
每股收益(稀释后)
AMGN
ENSG
| Q4 25 | $2.45 | $1.61 | ||
| Q3 25 | $5.93 | $1.42 | ||
| Q2 25 | $2.65 | $1.44 | ||
| Q1 25 | $3.20 | $1.37 | ||
| Q4 24 | $1.17 | $1.37 | ||
| Q3 24 | $5.22 | $1.34 | ||
| Q2 24 | $1.38 | $1.22 | ||
| Q1 24 | $-0.21 | $1.19 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $9.1B | $572.4M |
| 总债务越低越好 | $54.6B | $144.4M |
| 股东权益账面价值 | $8.7B | $2.2B |
| 总资产 | $90.6B | $5.5B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.06× |
8季度趋势,按日历期对齐
现金及短期投资
AMGN
ENSG
| Q4 25 | $9.1B | $572.4M | ||
| Q3 25 | $9.4B | $506.3M | ||
| Q2 25 | $8.0B | $418.4M | ||
| Q1 25 | $8.8B | $344.5M | ||
| Q4 24 | $12.0B | $526.9M | ||
| Q3 24 | $9.0B | $571.0M | ||
| Q2 24 | $9.3B | $501.5M | ||
| Q1 24 | $9.7B | $526.3M |
总债务
AMGN
ENSG
| Q4 25 | $54.6B | $144.4M | ||
| Q3 25 | $54.6B | — | ||
| Q2 25 | $56.2B | — | ||
| Q1 25 | $57.4B | — | ||
| Q4 24 | $60.1B | $148.4M | ||
| Q3 24 | $60.4B | — | ||
| Q2 24 | $62.6B | — | ||
| Q1 24 | $64.0B | — |
股东权益
AMGN
ENSG
| Q4 25 | $8.7B | $2.2B | ||
| Q3 25 | $9.6B | $2.1B | ||
| Q2 25 | $7.4B | $2.0B | ||
| Q1 25 | $6.2B | $1.9B | ||
| Q4 24 | $5.9B | $1.8B | ||
| Q3 24 | $7.5B | $1.7B | ||
| Q2 24 | $5.9B | $1.7B | ||
| Q1 24 | $5.0B | $1.6B |
总资产
AMGN
ENSG
| Q4 25 | $90.6B | $5.5B | ||
| Q3 25 | $90.1B | $5.2B | ||
| Q2 25 | $87.9B | $4.9B | ||
| Q1 25 | $89.4B | $4.8B | ||
| Q4 24 | $91.8B | $4.7B | ||
| Q3 24 | $90.9B | $4.6B | ||
| Q2 24 | $90.9B | $4.4B | ||
| Q1 24 | $93.0B | $4.3B |
负债/权益比
AMGN
ENSG
| Q4 25 | 6.31× | 0.06× | ||
| Q3 25 | 5.67× | — | ||
| Q2 25 | 7.57× | — | ||
| Q1 25 | 9.24× | — | ||
| Q4 24 | 10.23× | 0.08× | ||
| Q3 24 | 8.02× | — | ||
| Q2 24 | 10.57× | — | ||
| Q1 24 | 12.75× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $1.6B | $183.3M |
| 自由现金流经营现金流 - 资本支出 | $961.0M | — |
| 自由现金流率自由现金流/营收 | 9.7% | — |
| 资本支出强度资本支出/营收 | 6.5% | — |
| 现金转化率经营现金流/净利润 | 1.20× | 1.92× |
| 过去12个月自由现金流最近4个季度 | $8.1B | — |
8季度趋势,按日历期对齐
经营现金流
AMGN
ENSG
| Q4 25 | $1.6B | $183.3M | ||
| Q3 25 | $4.7B | $153.0M | ||
| Q2 25 | $2.3B | $155.7M | ||
| Q1 25 | $1.4B | $72.2M | ||
| Q4 24 | $4.8B | $100.5M | ||
| Q3 24 | $3.6B | $134.5M | ||
| Q2 24 | $2.5B | $76.9M | ||
| Q1 24 | $689.0M | $35.3M |
自由现金流
AMGN
ENSG
| Q4 25 | $961.0M | — | ||
| Q3 25 | $4.2B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $980.0M | — | ||
| Q4 24 | $4.4B | — | ||
| Q3 24 | $3.3B | — | ||
| Q2 24 | $2.2B | — | ||
| Q1 24 | $459.0M | — |
自由现金流率
AMGN
ENSG
| Q4 25 | 9.7% | — | ||
| Q3 25 | 44.4% | — | ||
| Q2 25 | 20.8% | — | ||
| Q1 25 | 12.0% | — | ||
| Q4 24 | 48.4% | — | ||
| Q3 24 | 39.0% | — | ||
| Q2 24 | 26.5% | — | ||
| Q1 24 | 6.2% | — |
资本支出强度
AMGN
ENSG
| Q4 25 | 6.5% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 4.0% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 4.1% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 2.8% | — | ||
| Q1 24 | 3.1% | — |
现金转化率
AMGN
ENSG
| Q4 25 | 1.20× | 1.92× | ||
| Q3 25 | 1.46× | 1.82× | ||
| Q2 25 | 1.59× | 1.85× | ||
| Q1 25 | 0.80× | 0.90× | ||
| Q4 24 | 7.61× | 1.26× | ||
| Q3 24 | 1.26× | 1.71× | ||
| Q2 24 | 3.30× | 1.08× | ||
| Q1 24 | — | 0.51× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AMGN
| Products | $9.4B | 95% |
| Xgeva | $291.0M | 3% |
| Vectibix | $163.0M | 2% |
| Aranesp | $115.0M | 1% |
ENSG
| Skilled Services Segment | $1.3B | 97% |
| Standard Bearer Segment | $34.5M | 3% |