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Enovis CORP（ENOV）与ESTABLISHMENT LABS HOLDINGS INC.（ESTA）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ESTABLISHMENT LABS HOLDINGS INC.的8.5倍（$548.9M vs $64.6M）。ESTABLISHMENT LABS HOLDINGS INC.同比增速更快（45.2% vs -2.2%）。Enovis CORP自由现金流更多（$29.1M vs $-2.0M）。过去两年ESTABLISHMENT LABS HOLDINGS INC.的营收复合增速更高（31.9% vs 9.8%）
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。
Establishment Labs Holdings Inc.是一家总部位于美国的无晶圆厂半导体企业，同时专注于人工智能领域业务，核心为数据中心及AI基础设施研发高速连接解决方案，于2024年3月在纳斯达克挂牌上市。
ENOV vs ESTA — 直观对比
营收规模更大
ENOV
是对方的8.5倍
$64.6M
营收增速更快
ESTA
高出47.3%
-2.2%
自由现金流更多
ENOV
多$31.1M
$-2.0M
两年增速更快
ESTA
近两年复合增速
9.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $548.9M | $64.6M |
| 净利润 | $-571.1M | — |
| 毛利率 | 59.9% | 70.5% |
| 营业利润率 | -101.7% | -6.1% |
| 净利率 | -104.1% | — |
| 营收同比 | -2.2% | 45.2% |
| 净利润同比 | 18.8% | — |
| 每股收益（稀释后） | $-9.99 | $-0.07 |
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ENOVESTA
| Q4 25 | $548.9M | $64.6M | ||
| Q3 25 | $564.5M | $53.8M | ||
| Q2 25 | $558.8M | $51.3M | ||
| Q1 25 | — | $41.4M | ||
| Q4 24 | $561.0M | $44.5M | ||
| Q3 24 | $505.2M | $40.2M | ||
| Q2 24 | $525.2M | $44.1M | ||
| Q1 24 | $516.3M | $37.2M |
净利润ENOVESTA
| Q4 25 | $-571.1M | — | ||
| Q3 25 | $-36.7M | $-11.1M | ||
| Q2 25 | $-56.0M | $-16.6M | ||
| Q1 25 | — | $-20.7M | ||
| Q4 24 | $-703.2M | — | ||
| Q3 24 | $-31.5M | $-16.7M | ||
| Q2 24 | $-18.6M | $-17.2M | ||
| Q1 24 | $-72.0M | $-16.2M |
毛利率ENOVESTA
| Q4 25 | 59.9% | 70.5% | ||
| Q3 25 | 59.3% | 70.1% | ||
| Q2 25 | 59.5% | 68.8% | ||
| Q1 25 | — | 67.2% | ||
| Q4 24 | 54.8% | 68.5% | ||
| Q3 24 | 56.7% | 63.9% | ||
| Q2 24 | 55.0% | 65.6% | ||
| Q1 24 | 57.7% | 65.6% |
营业利润率ENOVESTA
| Q4 25 | -101.7% | -6.1% | ||
| Q3 25 | -3.0% | -7.5% | ||
| Q2 25 | -8.4% | -27.5% | ||
| Q1 25 | — | -41.0% | ||
| Q4 24 | -118.5% | -41.9% | ||
| Q3 24 | -6.3% | -32.7% | ||
| Q2 24 | -8.4% | -21.2% | ||
| Q1 24 | -6.8% | -23.8% |
净利率ENOVESTA
| Q4 25 | -104.1% | — | ||
| Q3 25 | -6.5% | -20.7% | ||
| Q2 25 | -10.0% | -32.3% | ||
| Q1 25 | — | -50.1% | ||
| Q4 24 | -125.4% | — | ||
| Q3 24 | -6.2% | -41.5% | ||
| Q2 24 | -3.5% | -38.9% | ||
| Q1 24 | -13.9% | -43.6% |
每股收益（稀释后）ENOVESTA
| Q4 25 | $-9.99 | $-0.07 | ||
| Q3 25 | $-0.64 | $-0.38 | ||
| Q2 25 | $-0.98 | $-0.57 | ||
| Q1 25 | — | $-0.70 | ||
| Q4 24 | $-12.69 | $-1.21 | ||
| Q3 24 | $-0.58 | $-0.59 | ||
| Q2 24 | $-0.34 | $-0.62 | ||
| Q1 24 | $-1.32 | $-0.58 |
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 | $75.6M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $23.5M |
| 总资产 | $4.4B | $357.2M |
| 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ENOVESTA
| Q4 25 | $33.6M | $75.6M | ||
| Q3 25 | $44.1M | $70.6M | ||
| Q2 25 | $38.5M | $54.6M | ||
| Q1 25 | — | $69.2M | ||
| Q4 24 | $48.2M | $90.3M | ||
| Q3 24 | $35.4M | — | ||
| Q2 24 | $35.0M | — | ||
| Q1 24 | $66.3M | — |
总债务ENOVESTA
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | $0 | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
股东权益ENOVESTA
| Q4 25 | $2.0B | $23.5M | ||
| Q3 25 | $2.6B | $16.4M | ||
| Q2 25 | $2.6B | $22.8M | ||
| Q1 25 | — | $38.5M | ||
| Q4 24 | $2.6B | $53.1M | ||
| Q3 24 | $3.3B | $32.7M | ||
| Q2 24 | $3.3B | $45.0M | ||
| Q1 24 | $3.3B | $56.9M |
总资产ENOVESTA
| Q4 25 | $4.4B | $357.2M | ||
| Q3 25 | $5.0B | $338.9M | ||
| Q2 25 | $4.9B | $329.7M | ||
| Q1 25 | — | $333.4M | ||
| Q4 24 | $4.7B | $346.8M | ||
| Q3 24 | $5.6B | $282.7M | ||
| Q2 24 | $5.4B | $285.1M | ||
| Q1 24 | $5.5B | $301.8M |
负债/权益比ENOVESTA
| Q4 25 | 0.67× | — | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.52× | 0.00× | ||
| Q3 24 | 0.40× | — | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | 0.40× | — |
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 | $-162.0K |
| 自由现金流经营现金流 - 资本支出 | $29.1M | $-2.0M |
| 自由现金流率自由现金流/营收 | 5.3% | -3.1% |
| 资本支出强度资本支出/营收 | 9.7% | 2.8% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $22.8M | $-56.9M |
8季度趋势，按日历期对齐
经营现金流ENOVESTA
| Q4 25 | $82.6M | $-162.0K | ||
| Q3 25 | $47.8M | $-11.3M | ||
| Q2 25 | $-1.6M | $-18.8M | ||
| Q1 25 | — | $-20.7M | ||
| Q4 24 | $88.3M | $-20.7M | ||
| Q3 24 | $53.6M | $-12.5M | ||
| Q2 24 | $7.8M | $-14.2M | ||
| Q1 24 | $-36.2M | $-11.2M |
自由现金流ENOVESTA
| Q4 25 | $29.1M | $-2.0M | ||
| Q3 25 | $3.4M | $-13.1M | ||
| Q2 25 | $-44.9M | $-20.4M | ||
| Q1 25 | — | $-21.5M | ||
| Q4 24 | $35.1M | $-21.3M | ||
| Q3 24 | $2.4M | $-13.9M | ||
| Q2 24 | $-31.6M | $-15.0M | ||
| Q1 24 | $-73.1M | $-14.5M |
自由现金流率ENOVESTA
| Q4 25 | 5.3% | -3.1% | ||
| Q3 25 | 0.6% | -24.4% | ||
| Q2 25 | -8.0% | -39.7% | ||
| Q1 25 | — | -51.9% | ||
| Q4 24 | 6.3% | -47.8% | ||
| Q3 24 | 0.5% | -34.6% | ||
| Q2 24 | -6.0% | -33.9% | ||
| Q1 24 | -14.2% | -38.9% |
资本支出强度ENOVESTA
| Q4 25 | 9.7% | 2.8% | ||
| Q3 25 | 7.9% | 3.4% | ||
| Q2 25 | 7.7% | 3.2% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | 9.5% | 1.2% | ||
| Q3 24 | 10.1% | 3.7% | ||
| Q2 24 | 7.5% | 1.8% | ||
| Q1 24 | 7.2% | 8.9% |
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% |
ESTA
暂无分部数据
