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碧迪(BDX)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
碧迪的季度营收约是ENSIGN GROUP, INC的3.9倍($5.3B vs $1.3B)。碧迪净利率更高(7.3% vs 7.1%,领先0.2%)。ENSIGN GROUP, INC同比增速更快(19.0% vs -0.4%)。过去两年ENSIGN GROUP, INC的营收复合增速更高(15.5% vs 2.0%)
碧迪(Becton Dickinson)是美国跨国医疗科技企业,核心业务包括研发、生产及销售医用器械、仪器系统与试剂产品,同时在特定领域提供专业咨询及数据分析服务,业务覆盖全球多国,在全球医疗技术领域具备领先地位。
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。
BDX vs ENSG — 直观对比
营收规模更大
BDX
是对方的3.9倍
$1.3B
营收增速更快
ENSG
高出19.4%
-0.4%
净利率更高
BDX
高出0.2%
7.1%
两年增速更快
ENSG
近两年复合增速
2.0%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $5.3B | $1.3B |
| 净利润 | $382.0M | $95.5M |
| 毛利率 | 45.9% | 20.3% |
| 营业利润率 | 10.5% | 9.2% |
| 净利率 | 7.3% | 7.1% |
| 营收同比 | -0.4% | 19.0% |
| 净利润同比 | 24.0% | 19.8% |
| 每股收益(稀释后) | $1.34 | $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
BDX
ENSG
| Q4 25 | $5.3B | $1.3B | ||
| Q3 25 | $5.9B | $1.3B | ||
| Q2 25 | $5.5B | $1.2B | ||
| Q1 25 | $5.3B | $1.2B | ||
| Q4 24 | $5.2B | $1.1B | ||
| Q3 24 | $5.4B | $1.1B | ||
| Q2 24 | $5.0B | $1.0B | ||
| Q1 24 | $5.0B | $1.0B |
净利润
BDX
ENSG
| Q4 25 | $382.0M | $95.5M | ||
| Q3 25 | $493.0M | $83.8M | ||
| Q2 25 | $574.0M | $84.4M | ||
| Q1 25 | $308.0M | $80.3M | ||
| Q4 24 | $303.0M | $79.7M | ||
| Q3 24 | $400.0M | $78.4M | ||
| Q2 24 | $487.0M | $71.0M | ||
| Q1 24 | $537.0M | $68.8M |
毛利率
BDX
ENSG
| Q4 25 | 45.9% | 20.3% | ||
| Q3 25 | 47.5% | 19.0% | ||
| Q2 25 | 47.8% | 20.4% | ||
| Q1 25 | 42.8% | 20.9% | ||
| Q4 24 | 43.2% | 20.8% | ||
| Q3 24 | 45.7% | 20.5% | ||
| Q2 24 | 46.2% | 20.8% | ||
| Q1 24 | 45.7% | 20.9% |
营业利润率
BDX
ENSG
| Q4 25 | 10.5% | 9.2% | ||
| Q3 25 | 11.8% | 7.5% | ||
| Q2 25 | 16.0% | 8.5% | ||
| Q1 25 | 10.4% | 8.6% | ||
| Q4 24 | 8.8% | 8.9% | ||
| Q3 24 | 11.4% | 8.3% | ||
| Q2 24 | 12.1% | 8.3% | ||
| Q1 24 | 14.5% | 8.1% |
净利率
BDX
ENSG
| Q4 25 | 7.3% | 7.1% | ||
| Q3 25 | 8.4% | 6.5% | ||
| Q2 25 | 10.4% | 6.9% | ||
| Q1 25 | 5.8% | 6.8% | ||
| Q4 24 | 5.9% | 7.0% | ||
| Q3 24 | 7.4% | 7.3% | ||
| Q2 24 | 9.8% | 6.9% | ||
| Q1 24 | 10.6% | 6.8% |
每股收益(稀释后)
BDX
ENSG
| Q4 25 | $1.34 | $1.61 | ||
| Q3 25 | $1.71 | $1.42 | ||
| Q2 25 | $2.00 | $1.44 | ||
| Q1 25 | $1.07 | $1.37 | ||
| Q4 24 | $1.04 | $1.37 | ||
| Q3 24 | $1.37 | $1.34 | ||
| Q2 24 | $1.68 | $1.22 | ||
| Q1 24 | $1.85 | $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 | $740.0M | $572.4M |
| 总债务越低越好 | — | $144.4M |
| 股东权益账面价值 | $25.3B | $2.2B |
| 总资产 | $54.8B | $5.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势,按日历期对齐
现金及短期投资
BDX
ENSG
| Q4 25 | $740.0M | $572.4M | ||
| Q3 25 | $641.0M | $506.3M | ||
| Q2 25 | $735.0M | $418.4M | ||
| Q1 25 | $667.0M | $344.5M | ||
| Q4 24 | $711.0M | $526.9M | ||
| Q3 24 | $1.7B | $571.0M | ||
| Q2 24 | $4.5B | $501.5M | ||
| Q1 24 | $2.3B | $526.3M |
总债务
BDX
ENSG
| Q4 25 | — | $144.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $148.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
BDX
ENSG
| Q4 25 | $25.3B | $2.2B | ||
| Q3 25 | $25.4B | $2.1B | ||
| Q2 25 | $25.5B | $2.0B | ||
| Q1 25 | $25.2B | $1.9B | ||
| Q4 24 | $25.2B | $1.8B | ||
| Q3 24 | $25.9B | $1.7B | ||
| Q2 24 | $25.9B | $1.7B | ||
| Q1 24 | $25.6B | $1.6B |
总资产
BDX
ENSG
| Q4 25 | $54.8B | $5.5B | ||
| Q3 25 | $55.3B | $5.2B | ||
| Q2 25 | $54.9B | $4.9B | ||
| Q1 25 | $54.5B | $4.8B | ||
| Q4 24 | $54.7B | $4.7B | ||
| Q3 24 | $57.3B | $4.6B | ||
| Q2 24 | $55.6B | $4.4B | ||
| Q1 24 | $54.2B | $4.3B |
负债/权益比
BDX
ENSG
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.08× | ||
| 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 | $657.0M | $183.3M |
| 自由现金流经营现金流 - 资本支出 | $549.0M | — |
| 自由现金流率自由现金流/营收 | 10.5% | — |
| 资本支出强度资本支出/营收 | 2.1% | — |
| 现金转化率经营现金流/净利润 | 1.72× | 1.92× |
| 过去12个月自由现金流最近4个季度 | $2.6B | — |
8季度趋势,按日历期对齐
经营现金流
BDX
ENSG
| Q4 25 | $657.0M | $183.3M | ||
| Q3 25 | $1.4B | $153.0M | ||
| Q2 25 | $1.2B | $155.7M | ||
| Q1 25 | $164.0M | $72.2M | ||
| Q4 24 | $693.0M | $100.5M | ||
| Q3 24 | $1.2B | $134.5M | ||
| Q2 24 | $1.3B | $76.9M | ||
| Q1 24 | $514.0M | $35.3M |
自由现金流
BDX
ENSG
| Q4 25 | $549.0M | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $35.0M | — | ||
| Q4 24 | $588.0M | — | ||
| Q3 24 | $882.0M | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $380.0M | — |
自由现金流率
BDX
ENSG
| Q4 25 | 10.5% | — | ||
| Q3 25 | 17.0% | — | ||
| Q2 25 | 19.0% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 11.4% | — | ||
| Q3 24 | 16.2% | — | ||
| Q2 24 | 22.4% | — | ||
| Q1 24 | 7.5% | — |
资本支出强度
BDX
ENSG
| Q4 25 | 2.1% | — | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 5.4% | — | ||
| Q2 24 | 3.6% | — | ||
| Q1 24 | 2.7% | — |
现金转化率
BDX
ENSG
| Q4 25 | 1.72× | 1.92× | ||
| Q3 25 | 2.75× | 1.82× | ||
| Q2 25 | 2.12× | 1.85× | ||
| Q1 25 | 0.53× | 0.90× | ||
| Q4 24 | 2.29× | 1.26× | ||
| Q3 24 | 2.94× | 1.71× | ||
| Q2 24 | 2.66× | 1.08× | ||
| Q1 24 | 0.96× | 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
BDX
| Other | $2.8B | 53% |
| Medication Management Solutions | $678.0M | 13% |
| Urologyand Critical Care | $339.0M | 6% |
| Surgery | $310.0M | 6% |
| Peripheral Intervention | $265.0M | 5% |
| Specimen Management | $245.0M | 5% |
| Advanced Patient Monitoring | $178.0M | 3% |
| Diagnostic Solutions | $176.0M | 3% |
| Bio Pharma Systems | $150.0M | 3% |
| Biosciences | $124.0M | 2% |
ENSG
| Skilled Services Segment | $1.3B | 97% |
| Standard Bearer Segment | $34.5M | 3% |