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Encompass Health Corp（EHC）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Roper Technologies的季度营收约是Encompass Health Corp的1.4倍（$2.1B vs $1.5B），Roper Technologies净利率更高（15.8% vs 9.5%，领先6.3%），Roper Technologies同比增速更快（11.3% vs 9.9%），Roper Technologies自由现金流更多（$507.0M vs $116.7M），过去两年Roper Technologies的营收复合增速更高（10.5% 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。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
EHC vs ROP — 直观对比
营收规模更大
ROP
是对方的1.4倍
$1.5B
营收增速更快
ROP
高出1.4%
9.9%
净利率更高
ROP
高出6.3%
9.5%
自由现金流更多
ROP
多$390.3M
$116.7M
两年增速更快
ROP
近两年复合增速
8.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $2.1B |
| 净利润 | $146.1M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 16.7% | 27.2% |
| 净利率 | 9.5% | 15.8% |
| 营收同比 | 9.9% | 11.3% |
| 净利润同比 | 20.8% | 53.7% |
| 每股收益（稀释后） | $1.43 | $4.87 |
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EHCROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.5B | $2.1B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.5B | $1.9B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.3B | $1.7B |
净利润EHCROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $146.1M | $428.4M | ||
| Q3 25 | $126.5M | $398.5M | ||
| Q2 25 | $142.1M | $378.3M | ||
| Q1 25 | $151.5M | $331.1M | ||
| Q4 24 | $120.9M | $462.3M | ||
| Q3 24 | $108.2M | $367.9M | ||
| Q2 24 | $114.1M | $337.1M |
毛利率EHCROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | — | 69.5% |
营业利润率EHCROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 16.7% | 28.6% | ||
| Q3 25 | 14.9% | 28.4% | ||
| Q2 25 | 16.2% | 28.2% | ||
| Q1 25 | 16.4% | 27.9% | ||
| Q4 24 | 14.3% | 28.0% | ||
| Q3 24 | 13.6% | 28.1% | ||
| Q2 24 | 14.3% | 28.8% |
净利率EHCROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 9.5% | 20.8% | ||
| Q3 25 | 8.6% | 19.8% | ||
| Q2 25 | 9.7% | 19.5% | ||
| Q1 25 | 10.4% | 17.6% | ||
| Q4 24 | 8.6% | 24.6% | ||
| Q3 24 | 8.0% | 20.8% | ||
| Q2 24 | 8.8% | 19.6% |
每股收益（稀释后）EHCROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $1.43 | $3.97 | ||
| Q3 25 | $1.24 | $3.68 | ||
| Q2 25 | $1.39 | $3.49 | ||
| Q1 25 | $1.48 | $3.06 | ||
| Q4 24 | $1.18 | $4.29 | ||
| Q3 24 | $1.06 | $3.40 | ||
| Q2 24 | $1.12 | $3.12 |
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 | $382.9M |
| 总债务越低越好 | $2.4B | $9.7B |
| 股东权益账面价值 | $2.4B | $18.8B |
| 总资产 | $7.1B | $34.6B |
| 负债/权益比越低杠杆越低 | 1.00× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资EHCROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $72.2M | $297.4M | ||
| Q3 25 | $48.7M | $320.0M | ||
| Q2 25 | $99.1M | $242.4M | ||
| Q1 25 | $95.8M | $372.8M | ||
| Q4 24 | $85.4M | $188.2M | ||
| Q3 24 | $147.8M | $269.6M | ||
| Q2 24 | $154.4M | $251.5M |
总债务EHCROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $2.4B | $9.3B | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | $7.6B | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.7B | — |
股东权益EHCROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $2.4B | $19.9B | ||
| Q3 25 | $2.4B | $20.0B | ||
| Q2 25 | $2.3B | $19.6B | ||
| Q1 25 | $2.2B | $19.2B | ||
| Q4 24 | $2.1B | $18.9B | ||
| Q3 24 | $2.0B | $18.5B | ||
| Q2 24 | $1.8B | $18.1B |
总资产EHCROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $7.1B | $34.6B | ||
| Q3 25 | $6.9B | $34.6B | ||
| Q2 25 | $6.8B | $33.2B | ||
| Q1 25 | $6.6B | $31.4B | ||
| Q4 24 | $6.5B | $31.3B | ||
| Q3 24 | $6.5B | $31.6B | ||
| Q2 24 | $6.4B | $29.8B |
负债/权益比EHCROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 1.00× | 0.47× | ||
| Q3 25 | 1.01× | — | ||
| Q2 25 | 1.02× | — | ||
| Q1 25 | 1.08× | — | ||
| Q4 24 | 1.14× | 0.40× | ||
| Q3 24 | 1.20× | — | ||
| Q2 24 | 1.46× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $116.7M | $507.0M |
| 自由现金流率自由现金流/营收 | 7.6% | 24.2% |
| 资本支出强度资本支出/营收 | 14.8% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.37× | — |
| 过去12个月自由现金流最近4个季度 | $439.2M | — |
8季度趋势，按日历期对齐
经营现金流EHCROP
| Q1 26 | — | — | ||
| Q4 25 | $346.0M | $738.0M | ||
| Q3 25 | $270.8M | $869.5M | ||
| Q2 25 | $270.2M | $404.1M | ||
| Q1 25 | $288.6M | $528.7M | ||
| Q4 24 | $278.8M | $722.2M | ||
| Q3 24 | $267.8M | $755.4M | ||
| Q2 24 | $217.4M | $384.1M |
自由现金流EHCROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $116.7M | — | ||
| Q3 25 | $83.7M | — | ||
| Q2 25 | $113.3M | — | ||
| Q1 25 | $125.5M | — | ||
| Q4 24 | $80.1M | — | ||
| Q3 24 | $120.3M | — | ||
| Q2 24 | $60.5M | — |
自由现金流率EHCROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 7.6% | — | ||
| Q3 25 | 5.7% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.6% | — | ||
| Q4 24 | 5.7% | — | ||
| Q3 24 | 8.9% | — | ||
| Q2 24 | 4.6% | — |
资本支出强度EHCROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 14.8% | — | ||
| Q3 25 | 12.7% | — | ||
| Q2 25 | 10.8% | — | ||
| Q1 25 | 11.2% | — | ||
| Q4 24 | 14.1% | — | ||
| Q3 24 | 10.9% | — | ||
| Q2 24 | 12.1% | — |
现金转化率EHCROP
| Q1 26 | — | — | ||
| Q4 25 | 2.37× | 1.72× | ||
| Q3 25 | 2.14× | 2.18× | ||
| Q2 25 | 1.90× | 1.07× | ||
| Q1 25 | 1.90× | 1.60× | ||
| Q4 24 | 2.31× | 1.56× | ||
| Q3 24 | 2.48× | 2.05× | ||
| Q2 24 | 1.91× | 1.14× |
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% |
ROP
暂无分部数据
