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Aveanna Healthcare Holdings, Inc.（AVAH）与IES Holdings, Inc.（IESC）财务数据对比。点击上方公司名可切换其他公司
IES Holdings, Inc.的季度营收约是Aveanna Healthcare Holdings, Inc.的1.4倍（$871.0M vs $621.9M），IES Holdings, Inc.净利率更高（10.5% vs 2.3%，领先8.3%），Aveanna Healthcare Holdings, Inc.同比增速更快（22.2% vs 16.2%），过去两年Aveanna Healthcare Holdings, Inc.的营收复合增速更高（14.0% vs 11.1%）
Aveanna Healthcare Holdings, Inc.是美国领先的家庭及社区医疗服务提供商，核心业务覆盖儿科家庭护理、成人个人照护、临终关怀、输液治疗等领域，通过覆盖全美的本地护理中心网络为各地患者提供服务，服务对象涵盖公共及私人付费群体。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
AVAH vs IESC — 直观对比
营收规模更大
IESC
是对方的1.4倍
$621.9M
营收增速更快
AVAH
高出6.0%
16.2%
净利率更高
IESC
高出8.3%
2.3%
两年增速更快
AVAH
近两年复合增速
11.1%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $621.9M | $871.0M |
| 净利润 | $14.1M | $91.8M |
| 毛利率 | 32.6% | 25.3% |
| 营业利润率 | 8.6% | 11.2% |
| 净利率 | 2.3% | 10.5% |
| 营收同比 | 22.2% | 16.2% |
| 净利润同比 | 132.8% | 59.1% |
| 每股收益（稀释后） | $0.06 | $4.51 |
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AVAHIESC
| Q4 25 | — | $871.0M | ||
| Q3 25 | $621.9M | $897.8M | ||
| Q2 25 | $589.6M | $890.2M | ||
| Q1 25 | $559.2M | $834.0M | ||
| Q4 24 | $519.9M | $749.5M | ||
| Q3 24 | $509.0M | $775.8M | ||
| Q2 24 | $505.0M | $768.4M | ||
| Q1 24 | $490.7M | $705.7M |
净利润AVAHIESC
| Q4 25 | — | $91.8M | ||
| Q3 25 | $14.1M | $102.3M | ||
| Q2 25 | $27.0M | $79.3M | ||
| Q1 25 | $5.2M | $72.6M | ||
| Q4 24 | $29.2M | $57.7M | ||
| Q3 24 | $-42.8M | $65.5M | ||
| Q2 24 | $13.9M | $66.6M | ||
| Q1 24 | $-11.2M | $56.8M |
毛利率AVAHIESC
| Q4 25 | — | 25.3% | ||
| Q3 25 | 32.6% | 26.0% | ||
| Q2 25 | 35.8% | 26.9% | ||
| Q1 25 | 32.8% | 25.0% | ||
| Q4 24 | 33.0% | 23.8% | ||
| Q3 24 | 31.4% | 24.0% | ||
| Q2 24 | 31.3% | 25.3% | ||
| Q1 24 | 29.7% | 24.3% |
营业利润率AVAHIESC
| Q4 25 | — | 11.2% | ||
| Q3 25 | 8.6% | 11.6% | ||
| Q2 25 | 13.6% | 12.6% | ||
| Q1 25 | 9.3% | 11.1% | ||
| Q4 24 | 8.8% | 10.0% | ||
| Q3 24 | 6.7% | 9.7% | ||
| Q2 24 | 7.4% | 11.7% | ||
| Q1 24 | 4.7% | 11.0% |
净利率AVAHIESC
| Q4 25 | — | 10.5% | ||
| Q3 25 | 2.3% | 11.4% | ||
| Q2 25 | 4.6% | 8.9% | ||
| Q1 25 | 0.9% | 8.7% | ||
| Q4 24 | 5.6% | 7.7% | ||
| Q3 24 | -8.4% | 8.4% | ||
| Q2 24 | 2.8% | 8.7% | ||
| Q1 24 | -2.3% | 8.0% |
每股收益（稀释后）AVAHIESC
| Q4 25 | — | $4.51 | ||
| Q3 25 | $0.06 | $4.99 | ||
| Q2 25 | $0.13 | $3.81 | ||
| Q1 25 | $0.03 | $3.50 | ||
| Q4 24 | $0.15 | $2.72 | ||
| Q3 24 | $-0.22 | $3.06 | ||
| Q2 24 | $0.07 | $2.67 | ||
| Q1 24 | $-0.06 | $2.29 |
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 | $145.9M | $258.7M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $9.2M | $961.1M |
| 总资产 | $1.8B | $1.7B |
| 负债/权益比越低杠杆越低 | 141.83× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAHIESC
| Q4 25 | — | $258.7M | ||
| Q3 25 | $145.9M | $231.8M | ||
| Q2 25 | $100.7M | $168.3M | ||
| Q1 25 | $71.5M | $88.3M | ||
| Q4 24 | $84.3M | $112.0M | ||
| Q3 24 | $78.5M | $135.8M | ||
| Q2 24 | $47.7M | $44.9M | ||
| Q1 24 | $42.6M | $106.0M |
总债务AVAHIESC
| Q4 25 | — | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
股东权益AVAHIESC
| Q4 25 | — | $961.1M | ||
| Q3 25 | $9.2M | $884.0M | ||
| Q2 25 | $-12.0M | $781.4M | ||
| Q1 25 | $-100.1M | $705.8M | ||
| Q4 24 | $-123.6M | $652.4M | ||
| Q3 24 | $-156.4M | $611.1M | ||
| Q2 24 | $-119.0M | $567.5M | ||
| Q1 24 | $-136.3M | $534.8M |
总资产AVAHIESC
| Q4 25 | — | $1.7B | ||
| Q3 25 | $1.8B | $1.6B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.7B | $1.2B | ||
| Q1 24 | $1.6B | $1.1B |
负债/权益比AVAHIESC
| Q4 25 | — | — | ||
| Q3 25 | 141.83× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $33.2M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-18.9M |
| 自由现金流率自由现金流/营收 | — | -2.2% |
| 资本支出强度资本支出/营收 | — | 5.3% |
| 现金转化率经营现金流/净利润 | 2.36× | 0.30× |
| 过去12个月自由现金流最近4个季度 | — | $175.9M |
8季度趋势，按日历期对齐
经营现金流AVAHIESC
| Q4 25 | — | $27.7M | ||
| Q3 25 | $33.2M | $132.0M | ||
| Q2 25 | $51.6M | $92.0M | ||
| Q1 25 | $-8.6M | $24.8M | ||
| Q4 24 | $13.4M | $37.3M | ||
| Q3 24 | $29.4M | $92.8M | ||
| Q2 24 | $1.8M | $82.9M | ||
| Q1 24 | $-12.0M | $33.7M |
自由现金流AVAHIESC
| Q4 25 | — | $-18.9M | ||
| Q3 25 | — | $112.0M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | — | $7.9M | ||
| Q4 24 | — | $24.1M | ||
| Q3 24 | — | $78.5M | ||
| Q2 24 | — | $65.4M | ||
| Q1 24 | — | $26.9M |
自由现金流率AVAHIESC
| Q4 25 | — | -2.2% | ||
| Q3 25 | — | 12.5% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | — | 8.5% | ||
| Q1 24 | — | 3.8% |
资本支出强度AVAHIESC
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | 1.0% |
现金转化率AVAHIESC
| Q4 25 | — | 0.30× | ||
| Q3 25 | 2.36× | 1.29× | ||
| Q2 25 | 1.91× | 1.16× | ||
| Q1 25 | -1.66× | 0.34× | ||
| Q4 24 | 0.46× | 0.65× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | 0.13× | 1.24× | ||
| Q1 24 | — | 0.59× |
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
AVAH
| Private Duty Services | $514.4M | 83% |
| Home Health And Hospice | $62.4M | 10% |
| Medical Solutions | $45.1M | 7% |
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% |
