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Equifax（EFX）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
Equifax的季度营收约是ENSIGN GROUP, INC的1.2倍（$1.6B vs $1.3B），Equifax净利率更高（10.4% vs 7.1%，领先3.3%），Equifax同比增速更快（697.0% vs 19.0%），过去两年ENSIGN GROUP, INC的营收复合增速更高（15.5% vs 7.4%）
Equifax是总部位于美国佐治亚州亚特兰大的跨国消费信用报告机构，与益博睿、环联并称全球三大消费信用报告机构，在全球范围内收集汇总了超过8亿名个人消费者及8800万家企业的相关信息。
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。
EFX vs ENSG — 直观对比
营收规模更大
EFX
是对方的1.2倍
$1.3B
营收增速更快
EFX
高出677.9%
19.0%
净利率更高
EFX
高出3.3%
7.1%
两年增速更快
ENSG
近两年复合增速
7.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.3B |
| 净利润 | $171.5M | $95.5M |
| 毛利率 | — | 20.3% |
| 营业利润率 | 17.4% | 9.2% |
| 净利率 | 10.4% | 7.1% |
| 营收同比 | 697.0% | 19.0% |
| 净利润同比 | 28.9% | 19.8% |
| 每股收益（稀释后） | $120.80 | $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EFXENSG
| Q2 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.4B | $1.1B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.4B | $1.0B |
净利润EFXENSG
| Q2 26 | $171.5M | — | ||
| Q4 25 | $175.7M | $95.5M | ||
| Q3 25 | $160.2M | $83.8M | ||
| Q2 25 | $191.3M | $84.4M | ||
| Q1 25 | $133.1M | $80.3M | ||
| Q4 24 | $174.0M | $79.7M | ||
| Q3 24 | $141.3M | $78.4M | ||
| Q2 24 | $163.9M | $71.0M |
毛利率EFXENSG
| Q2 26 | — | — | ||
| Q4 25 | — | 20.3% | ||
| Q3 25 | — | 19.0% | ||
| Q2 25 | — | 20.4% | ||
| Q1 25 | — | 20.9% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 20.5% | ||
| Q2 24 | — | 20.8% |
营业利润率EFXENSG
| Q2 26 | 17.4% | — | ||
| Q4 25 | 18.3% | 9.2% | ||
| Q3 25 | 17.1% | 7.5% | ||
| Q2 25 | 20.2% | 8.5% | ||
| Q1 25 | 16.4% | 8.6% | ||
| Q4 24 | 20.3% | 8.9% | ||
| Q3 24 | 17.1% | 8.3% | ||
| Q2 24 | 19.7% | 8.3% |
净利率EFXENSG
| Q2 26 | 10.4% | — | ||
| Q4 25 | 11.3% | 7.1% | ||
| Q3 25 | 10.4% | 6.5% | ||
| Q2 25 | 12.4% | 6.9% | ||
| Q1 25 | 9.2% | 6.8% | ||
| Q4 24 | 12.3% | 7.0% | ||
| Q3 24 | 9.8% | 7.3% | ||
| Q2 24 | 11.5% | 6.9% |
每股收益（稀释后）EFXENSG
| Q2 26 | $120.80 | — | ||
| Q4 25 | $1.44 | $1.61 | ||
| Q3 25 | $1.29 | $1.42 | ||
| Q2 25 | $1.53 | $1.44 | ||
| Q1 25 | $1.06 | $1.37 | ||
| Q4 24 | $1.40 | $1.37 | ||
| Q3 24 | $1.13 | $1.34 | ||
| Q2 24 | $1.31 | $1.22 |
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 | $183.4M | $572.4M |
| 总债务越低越好 | $5.3B | $144.4M |
| 股东权益账面价值 | $4.6B | $2.2B |
| 总资产 | $11.9B | $5.5B |
| 负债/权益比越低杠杆越低 | 1.16× | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资EFXENSG
| Q2 26 | $183.4M | — | ||
| Q4 25 | $180.8M | $572.4M | ||
| Q3 25 | $189.0M | $506.3M | ||
| Q2 25 | $189.0M | $418.4M | ||
| Q1 25 | $195.2M | $344.5M | ||
| Q4 24 | $169.9M | $526.9M | ||
| Q3 24 | $468.2M | $571.0M | ||
| Q2 24 | $181.9M | $501.5M |
总债务EFXENSG
| Q2 26 | $5.3B | — | ||
| Q4 25 | $5.1B | $144.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $5.0B | $148.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益EFXENSG
| Q2 26 | $4.6B | — | ||
| Q4 25 | $4.6B | $2.2B | ||
| Q3 25 | $4.9B | $2.1B | ||
| Q2 25 | $5.1B | $2.0B | ||
| Q1 25 | $5.0B | $1.9B | ||
| Q4 24 | $4.8B | $1.8B | ||
| Q3 24 | $4.9B | $1.7B | ||
| Q2 24 | $4.7B | $1.7B |
总资产EFXENSG
| Q2 26 | $11.9B | — | ||
| Q4 25 | $11.9B | $5.5B | ||
| Q3 25 | $11.8B | $5.2B | ||
| Q2 25 | $11.9B | $4.9B | ||
| Q1 25 | $11.9B | $4.8B | ||
| Q4 24 | $11.8B | $4.7B | ||
| Q3 24 | $12.3B | $4.6B | ||
| Q2 24 | $12.2B | $4.4B |
负债/权益比EFXENSG
| Q2 26 | 1.16× | — | ||
| Q4 25 | 1.11× | 0.06× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.05× | 0.08× | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $183.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 7.3% | — |
| 现金转化率经营现金流/净利润 | — | 1.92× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流EFXENSG
| Q2 26 | — | — | ||
| Q4 25 | $470.8M | $183.3M | ||
| Q3 25 | $559.9M | $153.0M | ||
| Q2 25 | $361.1M | $155.7M | ||
| Q1 25 | $223.9M | $72.2M | ||
| Q4 24 | $324.8M | $100.5M | ||
| Q3 24 | $479.5M | $134.5M | ||
| Q2 24 | $267.5M | $76.9M |
自由现金流EFXENSG
| Q2 26 | — | — | ||
| Q4 25 | $340.8M | — | ||
| Q3 25 | $437.9M | — | ||
| Q2 25 | $238.9M | — | ||
| Q1 25 | $116.7M | — | ||
| Q4 24 | $205.9M | — | ||
| Q3 24 | $355.5M | — | ||
| Q2 24 | $130.8M | — |
自由现金流率EFXENSG
| Q2 26 | — | — | ||
| Q4 25 | 22.0% | — | ||
| Q3 25 | 28.3% | — | ||
| Q2 25 | 15.5% | — | ||
| Q1 25 | 8.1% | — | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 24.7% | — | ||
| Q2 24 | 9.1% | — |
资本支出强度EFXENSG
| Q2 26 | 7.3% | — | ||
| Q4 25 | 8.4% | — | ||
| Q3 25 | 7.9% | — | ||
| Q2 25 | 8.0% | — | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 8.6% | — | ||
| Q2 24 | 9.6% | — |
现金转化率EFXENSG
| Q2 26 | — | — | ||
| Q4 25 | 2.68× | 1.92× | ||
| Q3 25 | 3.50× | 1.82× | ||
| Q2 25 | 1.89× | 1.85× | ||
| Q1 25 | 1.68× | 0.90× | ||
| Q4 24 | 1.87× | 1.26× | ||
| Q3 24 | 3.39× | 1.71× | ||
| Q2 24 | 1.63× | 1.08× |
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
EFX
| Verification Services | $571.4M | 35% |
| Online Information Solutions | $448.1M | 27% |
| Other | $381.5M | 23% |
| Employer Services | $116.4M | 7% |
| Asia Pacific | $79.7M | 5% |
| Financial Marketing Services | $51.8M | 3% |
ENSG
| Skilled Services Segment | $1.3B | 97% |
| Standard Bearer Segment | $34.5M | 3% |
