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AVANOS MEDICAL, INC.（AVNS）与ESTABLISHMENT LABS HOLDINGS INC.（ESTA）财务数据对比。点击上方公司名可切换其他公司
AVANOS MEDICAL, INC.的季度营收约是ESTABLISHMENT LABS HOLDINGS INC.的2.8倍（$180.9M vs $64.6M）。ESTABLISHMENT LABS HOLDINGS INC.同比增速更快（45.2% vs 0.7%）。AVANOS MEDICAL, INC.自由现金流更多（$21.3M vs $-2.0M）。过去两年ESTABLISHMENT LABS HOLDINGS INC.的营收复合增速更高（31.9% vs 4.4%）
Avanos Medical是一家医疗科技企业，专注于研发生产临床医疗设备，核心业务围绕疼痛管理与慢性护理两大板块展开，致力于帮助患者加快康复、预防感染，同时减少临床治疗中阿片类药物的使用。
Establishment Labs Holdings Inc.是一家总部位于美国的无晶圆厂半导体企业，同时专注于人工智能领域业务，核心为数据中心及AI基础设施研发高速连接解决方案，于2024年3月在纳斯达克挂牌上市。
AVNS vs ESTA — 直观对比
营收规模更大
AVNS
是对方的2.8倍
$64.6M
营收增速更快
ESTA
高出44.4%
0.7%
自由现金流更多
AVNS
多$23.3M
$-2.0M
两年增速更快
ESTA
近两年复合增速
4.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $180.9M | $64.6M |
| 净利润 | $-1.3M | — |
| 毛利率 | 47.5% | 70.5% |
| 营业利润率 | 1.4% | -6.1% |
| 净利率 | -0.7% | — |
| 营收同比 | 0.7% | 45.2% |
| 净利润同比 | 99.7% | — |
| 每股收益（稀释后） | $-0.02 | $-0.07 |
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AVNSESTA
| Q4 25 | $180.9M | $64.6M | ||
| Q3 25 | $177.8M | $53.8M | ||
| Q2 25 | $175.0M | $51.3M | ||
| Q1 25 | $167.5M | $41.4M | ||
| Q4 24 | $179.6M | $44.5M | ||
| Q3 24 | $170.4M | $40.2M | ||
| Q2 24 | $171.7M | $44.1M | ||
| Q1 24 | $166.1M | $37.2M |
净利润AVNSESTA
| Q4 25 | $-1.3M | — | ||
| Q3 25 | $-1.4M | $-11.1M | ||
| Q2 25 | $-76.8M | $-16.6M | ||
| Q1 25 | $6.6M | $-20.7M | ||
| Q4 24 | $-397.3M | — | ||
| Q3 24 | $4.3M | $-16.7M | ||
| Q2 24 | $1.8M | $-17.2M | ||
| Q1 24 | $-900.0K | $-16.2M |
毛利率AVNSESTA
| Q4 25 | 47.5% | 70.5% | ||
| Q3 25 | 48.4% | 70.1% | ||
| Q2 25 | 52.6% | 68.8% | ||
| Q1 25 | 53.6% | 67.2% | ||
| Q4 24 | 54.6% | 68.5% | ||
| Q3 24 | 54.5% | 63.9% | ||
| Q2 24 | 55.7% | 65.6% | ||
| Q1 24 | 57.1% | 65.6% |
营业利润率AVNSESTA
| Q4 25 | 1.4% | -6.1% | ||
| Q3 25 | 0.1% | -7.5% | ||
| Q2 25 | -42.6% | -27.5% | ||
| Q1 25 | 6.1% | -41.0% | ||
| Q4 24 | -233.0% | -41.9% | ||
| Q3 24 | 7.0% | -32.7% | ||
| Q2 24 | 3.7% | -21.2% | ||
| Q1 24 | 2.4% | -23.8% |
净利率AVNSESTA
| Q4 25 | -0.7% | — | ||
| Q3 25 | -0.8% | -20.7% | ||
| Q2 25 | -43.9% | -32.3% | ||
| Q1 25 | 3.9% | -50.1% | ||
| Q4 24 | -221.2% | — | ||
| Q3 24 | 2.5% | -41.5% | ||
| Q2 24 | 1.0% | -38.9% | ||
| Q1 24 | -0.5% | -43.6% |
每股收益（稀释后）AVNSESTA
| Q4 25 | $-0.02 | $-0.07 | ||
| Q3 25 | $-0.03 | $-0.38 | ||
| Q2 25 | $-1.66 | $-0.57 | ||
| Q1 25 | $0.14 | $-0.70 | ||
| Q4 24 | $-8.64 | $-1.21 | ||
| Q3 24 | $0.09 | $-0.59 | ||
| Q2 24 | $0.04 | $-0.62 | ||
| Q1 24 | $-0.02 | $-0.58 |
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 | $89.8M | $75.6M |
| 总债务越低越好 | $90.3M | — |
| 股东权益账面价值 | $778.2M | $23.5M |
| 总资产 | $1.1B | $357.2M |
| 负债/权益比越低杠杆越低 | 0.12× | — |
8季度趋势，按日历期对齐
现金及短期投资AVNSESTA
| Q4 25 | $89.8M | $75.6M | ||
| Q3 25 | $70.5M | $70.6M | ||
| Q2 25 | $90.3M | $54.6M | ||
| Q1 25 | $97.0M | $69.2M | ||
| Q4 24 | $107.7M | $90.3M | ||
| Q3 24 | $89.0M | — | ||
| Q2 24 | $92.2M | — | ||
| Q1 24 | $75.8M | — |
总债务AVNSESTA
| Q4 25 | $90.3M | — | ||
| Q3 25 | $93.4M | — | ||
| Q2 25 | $95.7M | — | ||
| Q1 25 | $98.0M | — | ||
| Q4 24 | $125.3M | $0 | ||
| Q3 24 | $152.6M | — | ||
| Q2 24 | $164.9M | — | ||
| Q1 24 | $167.2M | — |
股东权益AVNSESTA
| Q4 25 | $778.2M | $23.5M | ||
| Q3 25 | $778.0M | $16.4M | ||
| Q2 25 | $776.3M | $22.8M | ||
| Q1 25 | $839.4M | $38.5M | ||
| Q4 24 | $828.5M | $53.1M | ||
| Q3 24 | $1.2B | $32.7M | ||
| Q2 24 | $1.2B | $45.0M | ||
| Q1 24 | $1.2B | $56.9M |
总资产AVNSESTA
| Q4 25 | $1.1B | $357.2M | ||
| Q3 25 | $1.1B | $338.9M | ||
| Q2 25 | $1.0B | $329.7M | ||
| Q1 25 | $1.1B | $333.4M | ||
| Q4 24 | $1.2B | $346.8M | ||
| Q3 24 | $1.7B | $282.7M | ||
| Q2 24 | $1.7B | $285.1M | ||
| Q1 24 | $1.7B | $301.8M |
负债/权益比AVNSESTA
| Q4 25 | 0.12× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.15× | 0.00× | ||
| Q3 24 | 0.12× | — | ||
| Q2 24 | 0.13× | — | ||
| Q1 24 | 0.14× | — |
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 | $28.2M | $-162.0K |
| 自由现金流经营现金流 - 资本支出 | $21.3M | $-2.0M |
| 自由现金流率自由现金流/营收 | 11.8% | -3.1% |
| 资本支出强度资本支出/营收 | 3.8% | 2.8% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $43.1M | $-56.9M |
8季度趋势，按日历期对齐
经营现金流AVNSESTA
| Q4 25 | $28.2M | $-162.0K | ||
| Q3 25 | $14.0M | $-11.3M | ||
| Q2 25 | $6.8M | $-18.8M | ||
| Q1 25 | $25.7M | $-20.7M | ||
| Q4 24 | $57.9M | $-20.7M | ||
| Q3 24 | $23.0M | $-12.5M | ||
| Q2 24 | $27.8M | $-14.2M | ||
| Q1 24 | $-8.0M | $-11.2M |
自由现金流AVNSESTA
| Q4 25 | $21.3M | $-2.0M | ||
| Q3 25 | $7.0M | $-13.1M | ||
| Q2 25 | $-4.2M | $-20.4M | ||
| Q1 25 | $19.0M | $-21.5M | ||
| Q4 24 | $53.1M | $-21.3M | ||
| Q3 24 | $20.0M | $-13.9M | ||
| Q2 24 | $21.9M | $-15.0M | ||
| Q1 24 | $-12.1M | $-14.5M |
自由现金流率AVNSESTA
| Q4 25 | 11.8% | -3.1% | ||
| Q3 25 | 3.9% | -24.4% | ||
| Q2 25 | -2.4% | -39.7% | ||
| Q1 25 | 11.3% | -51.9% | ||
| Q4 24 | 29.6% | -47.8% | ||
| Q3 24 | 11.7% | -34.6% | ||
| Q2 24 | 12.8% | -33.9% | ||
| Q1 24 | -7.3% | -38.9% |
资本支出强度AVNSESTA
| Q4 25 | 3.8% | 2.8% | ||
| Q3 25 | 3.9% | 3.4% | ||
| Q2 25 | 6.3% | 3.2% | ||
| Q1 25 | 4.0% | 1.8% | ||
| Q4 24 | 2.7% | 1.2% | ||
| Q3 24 | 1.8% | 3.7% | ||
| Q2 24 | 3.4% | 1.8% | ||
| Q1 24 | 2.5% | 8.9% |
现金转化率AVNSESTA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.89× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 5.35× | — | ||
| Q2 24 | 15.44× | — | ||
| Q1 24 | — | — |
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
AVNS
| Enteral Feeding | $83.0M | 46% |
| Radiofrequency Ablation | $36.9M | 20% |
| Neonate Solutions | $32.1M | 18% |
| Surgical Pain And Recovery | $24.7M | 14% |
| Corporate Other | $4.2M | 2% |
ESTA
暂无分部数据
