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Enovis CORP（ENOV）与Essex Property Trust（ESS）财务数据对比。点击上方公司名可切换其他公司
Enovis CORP的季度营收约是Essex Property Trust的1.1倍（$548.9M vs $479.6M），Essex Property Trust净利率更高（17.9% vs -104.1%，领先121.9%），Essex Property Trust同比增速更快（5.5% vs -2.2%），过去两年Enovis CORP的营收复合增速更高（9.8% vs 6.0%）
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。
Essex Property Trust是一家公开上市的房地产投资信托企业，重点布局美国西海岸优质不动产市场，核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业，在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
ENOV vs ESS — 直观对比
营收规模更大
ENOV
是对方的1.1倍
$479.6M
营收增速更快
ESS
高出7.7%
-2.2%
净利率更高
ESS
高出121.9%
-104.1%
两年增速更快
ENOV
近两年复合增速
6.0%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $548.9M | $479.6M |
| 净利润 | $-571.1M | $85.7M |
| 毛利率 | 59.9% | 70.0% |
| 营业利润率 | -101.7% | 31.7% |
| 净利率 | -104.1% | 17.9% |
| 营收同比 | -2.2% | 5.5% |
| 净利润同比 | 18.8% | -71.6% |
| 每股收益（稀释后） | $-9.99 | $1.24 |
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ENOVESS
| Q4 25 | $548.9M | $479.6M | ||
| Q3 25 | $564.5M | $473.3M | ||
| Q2 25 | $558.8M | $469.8M | ||
| Q1 25 | — | $464.6M | ||
| Q4 24 | $561.0M | $454.5M | ||
| Q3 24 | $505.2M | $450.7M | ||
| Q2 24 | $525.2M | $442.4M | ||
| Q1 24 | $516.3M | $426.9M |
净利润ENOVESS
| Q4 25 | $-571.1M | $85.7M | ||
| Q3 25 | $-36.7M | $172.7M | ||
| Q2 25 | $-56.0M | $231.5M | ||
| Q1 25 | — | $212.8M | ||
| Q4 24 | $-703.2M | $301.7M | ||
| Q3 24 | $-31.5M | $125.5M | ||
| Q2 24 | $-18.6M | $99.0M | ||
| Q1 24 | $-72.0M | $285.1M |
毛利率ENOVESS
| Q4 25 | 59.9% | 70.0% | ||
| Q3 25 | 59.3% | 69.2% | ||
| Q2 25 | 59.5% | 70.7% | ||
| Q1 25 | — | 69.6% | ||
| Q4 24 | 54.8% | 70.0% | ||
| Q3 24 | 56.7% | 69.5% | ||
| Q2 24 | 55.0% | 70.8% | ||
| Q1 24 | 57.7% | 69.7% |
营业利润率ENOVESS
| Q4 25 | -101.7% | 31.7% | ||
| Q3 25 | -3.0% | 44.5% | ||
| Q2 25 | -8.4% | 59.5% | ||
| Q1 25 | — | 55.3% | ||
| Q4 24 | -118.5% | 67.0% | ||
| Q3 24 | -6.3% | 28.6% | ||
| Q2 24 | -8.4% | 31.1% | ||
| Q1 24 | -6.8% | 31.0% |
净利率ENOVESS
| Q4 25 | -104.1% | 17.9% | ||
| Q3 25 | -6.5% | 36.5% | ||
| Q2 25 | -10.0% | 49.3% | ||
| Q1 25 | — | 45.8% | ||
| Q4 24 | -125.4% | 66.4% | ||
| Q3 24 | -6.2% | 27.8% | ||
| Q2 24 | -3.5% | 22.4% | ||
| Q1 24 | -13.9% | 66.8% |
每股收益（稀释后）ENOVESS
| Q4 25 | $-9.99 | $1.24 | ||
| Q3 25 | $-0.64 | $2.56 | ||
| Q2 25 | $-0.98 | $3.44 | ||
| Q1 25 | — | $3.16 | ||
| Q4 24 | $-12.69 | $4.00 | ||
| Q3 24 | $-0.58 | $1.84 | ||
| Q2 24 | $-0.34 | $1.45 | ||
| Q1 24 | $-1.32 | $4.25 |
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 | $33.6M | $76.2M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $5.5B |
| 总资产 | $4.4B | $13.2B |
| 负债/权益比越低杠杆越低 | 0.67× | — |
8季度趋势，按日历期对齐
现金及短期投资ENOVESS
| Q4 25 | $33.6M | $76.2M | ||
| Q3 25 | $44.1M | $66.0M | ||
| Q2 25 | $38.5M | $58.7M | ||
| Q1 25 | — | $98.7M | ||
| Q4 24 | $48.2M | $66.8M | ||
| Q3 24 | $35.4M | $71.3M | ||
| Q2 24 | $35.0M | $55.2M | ||
| Q1 24 | $66.3M | $499.0M |
总债务ENOVESS
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $6.4B | ||
| Q2 25 | $1.4B | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | $6.4B | ||
| Q2 24 | $1.3B | $6.2B | ||
| Q1 24 | $1.3B | $6.6B |
股东权益ENOVESS
| Q4 25 | $2.0B | $5.5B | ||
| Q3 25 | $2.6B | $5.6B | ||
| Q2 25 | $2.6B | $5.6B | ||
| Q1 25 | — | $5.6B | ||
| Q4 24 | $2.6B | $5.5B | ||
| Q3 24 | $3.3B | $5.4B | ||
| Q2 24 | $3.3B | $5.5B | ||
| Q1 24 | $3.3B | $5.5B |
总资产ENOVESS
| Q4 25 | $4.4B | $13.2B | ||
| Q3 25 | $5.0B | $13.2B | ||
| Q2 25 | $4.9B | $13.2B | ||
| Q1 25 | — | $13.2B | ||
| Q4 24 | $4.7B | $12.9B | ||
| Q3 24 | $5.6B | $12.6B | ||
| Q2 24 | $5.4B | $12.5B | ||
| Q1 24 | $5.5B | $12.9B |
负债/权益比ENOVESS
| Q4 25 | 0.67× | — | ||
| Q3 25 | 0.54× | 1.15× | ||
| Q2 25 | 0.53× | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.40× | 1.18× | ||
| Q2 24 | 0.41× | 1.13× | ||
| Q1 24 | 0.40× | 1.19× |
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 | $82.6M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $29.1M | — |
| 自由现金流率自由现金流/营收 | 5.3% | — |
| 资本支出强度资本支出/营收 | 9.7% | — |
| 现金转化率经营现金流/净利润 | — | 12.53× |
| 过去12个月自由现金流最近4个季度 | $22.8M | — |
8季度趋势，按日历期对齐
经营现金流ENOVESS
| Q4 25 | $82.6M | $1.1B | ||
| Q3 25 | $47.8M | $342.6M | ||
| Q2 25 | $-1.6M | $216.1M | ||
| Q1 25 | — | $281.5M | ||
| Q4 24 | $88.3M | $1.1B | ||
| Q3 24 | $53.6M | $316.2M | ||
| Q2 24 | $7.8M | $218.9M | ||
| Q1 24 | $-36.2M | $314.9M |
自由现金流ENOVESS
| Q4 25 | $29.1M | — | ||
| Q3 25 | $3.4M | — | ||
| Q2 25 | $-44.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $35.1M | — | ||
| Q3 24 | $2.4M | — | ||
| Q2 24 | $-31.6M | — | ||
| Q1 24 | $-73.1M | — |
自由现金流率ENOVESS
| Q4 25 | 5.3% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | -8.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | -6.0% | — | ||
| Q1 24 | -14.2% | — |
资本支出强度ENOVESS
| Q4 25 | 9.7% | — | ||
| Q3 25 | 7.9% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 7.5% | — | ||
| Q1 24 | 7.2% | — |
现金转化率ENOVESS
| Q4 25 | — | 12.53× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | — | 3.54× | ||
| Q3 24 | — | 2.52× | ||
| Q2 24 | — | 2.21× | ||
| Q1 24 | — | 1.10× |
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
ENOV
| Reconstructive Segment | $258.0M | 47% |
| Surgical | $129.0M | 23% |
| Prevention And Recovery | $92.6M | 17% |
| Other Prevention And Recovery | $71.4M | 13% |
ESS
暂无分部数据
