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Encompass Health Corp（EHC）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
Encompass Health Corp的季度营收约是IES Holdings, Inc.的1.8倍（$1.5B vs $871.0M），IES Holdings, Inc.净利率更高（10.5% vs 9.5%，领先1.1%），IES Holdings, Inc.同比增速更快（16.2% vs 9.9%），Encompass Health Corp自由现金流更多（$116.7M vs $-18.9M），过去两年IES Holdings, Inc.的营收复合增速更高（11.1% vs 8.3%）
Encompass Health Corp前身为Amcare及HealthSouth，总部位于美国阿拉巴马州伯明翰，是美国规模最大的住院康复服务提供商，在39个州及波多黎各拥有173家住院康复医院，为中风、神经系统疾病、心肺病症、脑损伤等患者提供专业康复诊疗服务。
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。
EHC vs IESC — 直观对比
营收规模更大
EHC
是对方的1.8倍
$871.0M
营收增速更快
IESC
高出6.3%
9.9%
净利率更高
IESC
高出1.1%
9.5%
自由现金流更多
EHC
多$135.6M
$-18.9M
两年增速更快
IESC
近两年复合增速
8.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $871.0M |
| 净利润 | $146.1M | $91.8M |
| 毛利率 | — | 25.3% |
| 营业利润率 | 16.7% | 11.2% |
| 净利率 | 9.5% | 10.5% |
| 营收同比 | 9.9% | 16.2% |
| 净利润同比 | 20.8% | 59.1% |
| 每股收益（稀释后） | $1.43 | $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EHCIESC
| Q4 25 | $1.5B | $871.0M | ||
| Q3 25 | $1.5B | $897.8M | ||
| Q2 25 | $1.5B | $890.2M | ||
| Q1 25 | $1.5B | $834.0M | ||
| Q4 24 | $1.4B | $749.5M | ||
| Q3 24 | $1.4B | $775.8M | ||
| Q2 24 | $1.3B | $768.4M | ||
| Q1 24 | $1.3B | $705.7M |
净利润EHCIESC
| Q4 25 | $146.1M | $91.8M | ||
| Q3 25 | $126.5M | $102.3M | ||
| Q2 25 | $142.1M | $79.3M | ||
| Q1 25 | $151.5M | $72.6M | ||
| Q4 24 | $120.9M | $57.7M | ||
| Q3 24 | $108.2M | $65.5M | ||
| Q2 24 | $114.1M | $66.6M | ||
| Q1 24 | $112.5M | $56.8M |
毛利率EHCIESC
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.0% | ||
| Q2 25 | — | 26.9% | ||
| Q1 25 | — | 25.0% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% | ||
| Q1 24 | — | 24.3% |
营业利润率EHCIESC
| Q4 25 | 16.7% | 11.2% | ||
| Q3 25 | 14.9% | 11.6% | ||
| Q2 25 | 16.2% | 12.6% | ||
| Q1 25 | 16.4% | 11.1% | ||
| Q4 24 | 14.3% | 10.0% | ||
| Q3 24 | 13.6% | 9.7% | ||
| Q2 24 | 14.3% | 11.7% | ||
| Q1 24 | 13.6% | 11.0% |
净利率EHCIESC
| Q4 25 | 9.5% | 10.5% | ||
| Q3 25 | 8.6% | 11.4% | ||
| Q2 25 | 9.7% | 8.9% | ||
| Q1 25 | 10.4% | 8.7% | ||
| Q4 24 | 8.6% | 7.7% | ||
| Q3 24 | 8.0% | 8.4% | ||
| Q2 24 | 8.8% | 8.7% | ||
| Q1 24 | 8.5% | 8.0% |
每股收益（稀释后）EHCIESC
| Q4 25 | $1.43 | $4.51 | ||
| Q3 25 | $1.24 | $4.99 | ||
| Q2 25 | $1.39 | $3.81 | ||
| Q1 25 | $1.48 | $3.50 | ||
| Q4 24 | $1.18 | $2.72 | ||
| Q3 24 | $1.06 | $3.06 | ||
| Q2 24 | $1.12 | $2.67 | ||
| Q1 24 | $1.10 | $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 | $72.2M | $258.7M |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $2.4B | $961.1M |
| 总资产 | $7.1B | $1.7B |
| 负债/权益比越低杠杆越低 | 1.00× | — |
8季度趋势，按日历期对齐
现金及短期投资EHCIESC
| Q4 25 | $72.2M | $258.7M | ||
| Q3 25 | $48.7M | $231.8M | ||
| Q2 25 | $99.1M | $168.3M | ||
| Q1 25 | $95.8M | $88.3M | ||
| Q4 24 | $85.4M | $112.0M | ||
| Q3 24 | $147.8M | $135.8M | ||
| Q2 24 | $154.4M | $44.9M | ||
| Q1 24 | $134.4M | $106.0M |
总债务EHCIESC
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
股东权益EHCIESC
| Q4 25 | $2.4B | $961.1M | ||
| Q3 25 | $2.4B | $884.0M | ||
| Q2 25 | $2.3B | $781.4M | ||
| Q1 25 | $2.2B | $705.8M | ||
| Q4 24 | $2.1B | $652.4M | ||
| Q3 24 | $2.0B | $611.1M | ||
| Q2 24 | $1.8B | $567.5M | ||
| Q1 24 | $1.7B | $534.8M |
总资产EHCIESC
| Q4 25 | $7.1B | $1.7B | ||
| Q3 25 | $6.9B | $1.6B | ||
| Q2 25 | $6.8B | $1.5B | ||
| Q1 25 | $6.6B | $1.4B | ||
| Q4 24 | $6.5B | $1.3B | ||
| Q3 24 | $6.5B | $1.2B | ||
| Q2 24 | $6.4B | $1.2B | ||
| Q1 24 | $6.2B | $1.1B |
负债/权益比EHCIESC
| Q4 25 | 1.00× | — | ||
| Q3 25 | 1.01× | — | ||
| Q2 25 | 1.02× | — | ||
| Q1 25 | 1.08× | — | ||
| Q4 24 | 1.14× | — | ||
| Q3 24 | 1.20× | — | ||
| Q2 24 | 1.46× | — | ||
| Q1 24 | 1.54× | — |
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 | $346.0M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $116.7M | $-18.9M |
| 自由现金流率自由现金流/营收 | 7.6% | -2.2% |
| 资本支出强度资本支出/营收 | 14.8% | 5.3% |
| 现金转化率经营现金流/净利润 | 2.37× | 0.30× |
| 过去12个月自由现金流最近4个季度 | $439.2M | $175.9M |
8季度趋势，按日历期对齐
经营现金流EHCIESC
| Q4 25 | $346.0M | $27.7M | ||
| Q3 25 | $270.8M | $132.0M | ||
| Q2 25 | $270.2M | $92.0M | ||
| Q1 25 | $288.6M | $24.8M | ||
| Q4 24 | $278.8M | $37.3M | ||
| Q3 24 | $267.8M | $92.8M | ||
| Q2 24 | $217.4M | $82.9M | ||
| Q1 24 | $238.8M | $33.7M |
自由现金流EHCIESC
| Q4 25 | $116.7M | $-18.9M | ||
| Q3 25 | $83.7M | $112.0M | ||
| Q2 25 | $113.3M | $74.8M | ||
| Q1 25 | $125.5M | $7.9M | ||
| Q4 24 | $80.1M | $24.1M | ||
| Q3 24 | $120.3M | $78.5M | ||
| Q2 24 | $60.5M | $65.4M | ||
| Q1 24 | $99.4M | $26.9M |
自由现金流率EHCIESC
| Q4 25 | 7.6% | -2.2% | ||
| Q3 25 | 5.7% | 12.5% | ||
| Q2 25 | 7.8% | 8.4% | ||
| Q1 25 | 8.6% | 0.9% | ||
| Q4 24 | 5.7% | 3.2% | ||
| Q3 24 | 8.9% | 10.1% | ||
| Q2 24 | 4.6% | 8.5% | ||
| Q1 24 | 7.6% | 3.8% |
资本支出强度EHCIESC
| Q4 25 | 14.8% | 5.3% | ||
| Q3 25 | 12.7% | 2.2% | ||
| Q2 25 | 10.8% | 1.9% | ||
| Q1 25 | 11.2% | 2.0% | ||
| Q4 24 | 14.1% | 1.8% | ||
| Q3 24 | 10.9% | 1.8% | ||
| Q2 24 | 12.1% | 2.3% | ||
| Q1 24 | 10.6% | 1.0% |
现金转化率EHCIESC
| Q4 25 | 2.37× | 0.30× | ||
| Q3 25 | 2.14× | 1.29× | ||
| Q2 25 | 1.90× | 1.16× | ||
| Q1 25 | 1.90× | 0.34× | ||
| Q4 24 | 2.31× | 0.65× | ||
| Q3 24 | 2.48× | 1.42× | ||
| Q2 24 | 1.91× | 1.24× | ||
| Q1 24 | 2.12× | 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
EHC
| Medicare | $1.0B | 66% |
| Medicare Advantage | $243.1M | 16% |
| Managed Care | $160.7M | 10% |
| Medicaid | $47.0M | 3% |
| Other Income Source | $44.8M | 3% |
| Other Thirdparty Payors | $11.2M | 1% |
| Workers Compensation | $7.6M | 0% |
| Patients | $4.6M | 0% |
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% |
