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Healthpeak Properties(DOC)与Enovis CORP(ENOV)财务数据对比。点击上方公司名可切换其他公司
Healthpeak Properties的季度营收约是Enovis CORP的1.2倍($702.9M vs $589.2M),Healthpeak Properties净利率更高(51.6% vs -1.4%,领先53.1%),Enovis CORP同比增速更快(5.4% vs -6.6%),过去两年Enovis CORP的营收复合增速更高(5.9% vs 0.5%)
Healthpeak Properties是美国医疗地产领域的房地产投资信托基金,核心投资范畴覆盖老年住宅、生命科学相关物业及医疗办公楼三类资产。公司2007年于马里兰州组建,总部设在科罗拉多州丹佛市,在尔湾、纳什维尔、旧金山均设有办事处,截至2019年12月31日共持有617处物业的权益。
Enovis是一家专注于骨科领域的医疗科技企业,其前身是1995年由米切尔·雷尔斯和史蒂文·雷尔斯兄弟创立的科尔法克斯公司。公司总部位于特拉华州威尔明顿,目前在全球12个地点开展业务,拥有超过5000名员工,于纽约证券交易所上市,股票代码为ENOV。
DOC vs ENOV — 直观对比
营收规模更大
DOC
是对方的1.2倍
$589.2M
营收增速更快
ENOV
高出12.1%
-6.6%
净利率更高
DOC
高出53.1%
-1.4%
两年增速更快
ENOV
近两年复合增速
0.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $702.9M | $589.2M |
| 净利润 | $363.0M | $-8.4M |
| 毛利率 | — | 62.0% |
| 营业利润率 | 0.7% | — |
| 净利率 | 51.6% | -1.4% |
| 营收同比 | -6.6% | 5.4% |
| 净利润同比 | 28.3% | — |
| 每股收益(稀释后) | $0.28 | $-0.15 |
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
DOC
ENOV
| Q1 26 | $702.9M | $589.2M | ||
| Q4 25 | $719.4M | $548.9M | ||
| Q3 25 | $705.9M | $564.5M | ||
| Q2 25 | $694.3M | $558.8M | ||
| Q1 25 | $702.9M | — | ||
| Q4 24 | $698.0M | $561.0M | ||
| Q3 24 | $700.4M | $505.2M | ||
| Q2 24 | $695.5M | $525.2M |
净利润
DOC
ENOV
| Q1 26 | $363.0M | $-8.4M | ||
| Q4 25 | $114.0M | $-571.1M | ||
| Q3 25 | $-117.1M | $-36.7M | ||
| Q2 25 | $31.7M | $-56.0M | ||
| Q1 25 | $42.8M | — | ||
| Q4 24 | $4.5M | $-703.2M | ||
| Q3 24 | $85.9M | $-31.5M | ||
| Q2 24 | $146.0M | $-18.6M |
毛利率
DOC
ENOV
| Q1 26 | — | 62.0% | ||
| Q4 25 | — | 59.9% | ||
| Q3 25 | 58.6% | 59.3% | ||
| Q2 25 | 60.2% | 59.5% | ||
| Q1 25 | 61.1% | — | ||
| Q4 24 | 60.3% | 54.8% | ||
| Q3 24 | 60.0% | 56.7% | ||
| Q2 24 | 60.6% | 55.0% |
营业利润率
DOC
ENOV
| Q1 26 | 0.7% | — | ||
| Q4 25 | 17.4% | -101.7% | ||
| Q3 25 | 9.2% | -3.0% | ||
| Q2 25 | 5.7% | -8.4% | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | -2.2% | -118.5% | ||
| Q3 24 | 14.1% | -6.3% | ||
| Q2 24 | 22.3% | -8.4% |
净利率
DOC
ENOV
| Q1 26 | 51.6% | -1.4% | ||
| Q4 25 | 73.2% | -104.1% | ||
| Q3 25 | -16.6% | -6.5% | ||
| Q2 25 | 4.6% | -10.0% | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | 0.7% | -125.4% | ||
| Q3 24 | 12.3% | -6.2% | ||
| Q2 24 | 21.0% | -3.5% |
每股收益(稀释后)
DOC
ENOV
| Q1 26 | $0.28 | $-0.15 | ||
| Q4 25 | $0.16 | $-9.99 | ||
| Q3 25 | $-0.17 | $-0.64 | ||
| Q2 25 | $0.05 | $-0.98 | ||
| Q1 25 | $0.06 | — | ||
| Q4 24 | $0.02 | $-12.69 | ||
| Q3 24 | $0.12 | $-0.58 | ||
| Q2 24 | $0.21 | $-0.34 |
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 | $-1.2B | $33.1M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $7.8B | $1.5B |
| 总资产 | $21.6B | $3.8B |
| 负债/权益比越低杠杆越低 | — | 0.90× |
8季度趋势,按日历期对齐
现金及短期投资
DOC
ENOV
| Q1 26 | $-1.2B | $33.1M | ||
| Q4 25 | $467.5M | $33.6M | ||
| Q3 25 | $91.0M | $44.1M | ||
| Q2 25 | $89.4M | $38.5M | ||
| Q1 25 | $70.6M | — | ||
| Q4 24 | $119.8M | $48.2M | ||
| Q3 24 | $180.4M | $35.4M | ||
| Q2 24 | $106.9M | $35.0M |
总债务
DOC
ENOV
| Q1 26 | — | $1.3B | ||
| Q4 25 | $9.8B | $1.4B | ||
| Q3 25 | $9.1B | $1.4B | ||
| Q2 25 | $9.0B | $1.4B | ||
| Q1 25 | $8.9B | — | ||
| Q4 24 | $8.7B | $1.3B | ||
| Q3 24 | $8.6B | $1.3B | ||
| Q2 24 | $8.6B | $1.3B |
股东权益
DOC
ENOV
| Q1 26 | $7.8B | $1.5B | ||
| Q4 25 | $7.5B | $2.0B | ||
| Q3 25 | $7.6B | $2.6B | ||
| Q2 25 | $7.9B | $2.6B | ||
| Q1 25 | $8.2B | — | ||
| Q4 24 | $8.4B | $2.6B | ||
| Q3 24 | $8.6B | $3.3B | ||
| Q2 24 | $8.8B | $3.3B |
总资产
DOC
ENOV
| Q1 26 | $21.6B | $3.8B | ||
| Q4 25 | $20.3B | $4.4B | ||
| Q3 25 | $19.6B | $5.0B | ||
| Q2 25 | $19.8B | $4.9B | ||
| Q1 25 | $19.8B | — | ||
| Q4 24 | $19.9B | $4.7B | ||
| Q3 24 | $20.0B | $5.6B | ||
| Q2 24 | $20.2B | $5.4B |
负债/权益比
DOC
ENOV
| Q1 26 | — | 0.90× | ||
| Q4 25 | 1.31× | 0.67× | ||
| Q3 25 | 1.20× | 0.54× | ||
| Q2 25 | 1.14× | 0.53× | ||
| Q1 25 | 1.08× | — | ||
| Q4 24 | 1.04× | 0.52× | ||
| Q3 24 | 1.00× | 0.40× | ||
| Q2 24 | 0.98× | 0.41× |
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
DOC
| Outpatient Medical | $320.5M | 46% |
| Lab | $217.6M | 31% |
| Senior Housing | $148.9M | 21% |
| Other | $14.3M | 2% |
| Corporate Non-segment | $1.5M | 0% |
ENOV
暂无分部数据