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Enovis CORP（ENOV）与迈心诺（MASI）财务数据对比。点击上方公司名可切换其他公司
Enovis CORP的季度营收约是迈心诺的1.5倍（$548.9M vs $371.5M），迈心诺净利率更高（-27.0% vs -104.1%，领先77.0%），Enovis CORP同比增速更快（-2.2% vs -26.4%），迈心诺自由现金流更多（$50.9M vs $29.1M），过去两年Enovis CORP的营收复合增速更高（9.8% vs -17.7%）
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。
迈心诺（Masimo Corporation）是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业，核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台，同时也布局了消费级音频和可穿戴设备赛道。
ENOV vs MASI — 直观对比
营收规模更大
ENOV
是对方的1.5倍
$371.5M
营收增速更快
ENOV
高出24.2%
-26.4%
净利率更高
MASI
高出77.0%
-104.1%
自由现金流更多
MASI
多$21.8M
$29.1M
两年增速更快
ENOV
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $548.9M | $371.5M |
| 净利润 | $-571.1M | $-100.4M |
| 毛利率 | 59.9% | 62.1% |
| 营业利润率 | -101.7% | 22.5% |
| 净利率 | -104.1% | -27.0% |
| 营收同比 | -2.2% | -26.4% |
| 净利润同比 | 18.8% | -1124.5% |
| 每股收益（稀释后） | $-9.99 | $-1.84 |
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ENOVMASI
| Q4 25 | $548.9M | — | ||
| Q3 25 | $564.5M | $371.5M | ||
| Q2 25 | $558.8M | $370.9M | ||
| Q1 25 | — | $372.0M | ||
| Q4 24 | $561.0M | $600.7M | ||
| Q3 24 | $505.2M | $504.6M | ||
| Q2 24 | $525.2M | $496.3M | ||
| Q1 24 | $516.3M | $492.8M |
净利润ENOVMASI
| Q4 25 | $-571.1M | — | ||
| Q3 25 | $-36.7M | $-100.4M | ||
| Q2 25 | $-56.0M | $51.3M | ||
| Q1 25 | — | $-170.7M | ||
| Q4 24 | $-703.2M | $-349.6M | ||
| Q3 24 | $-31.5M | $9.8M | ||
| Q2 24 | $-18.6M | $16.0M | ||
| Q1 24 | $-72.0M | $18.9M |
毛利率ENOVMASI
| Q4 25 | 59.9% | — | ||
| Q3 25 | 59.3% | 62.1% | ||
| Q2 25 | 59.5% | 62.9% | ||
| Q1 25 | — | 62.9% | ||
| Q4 24 | 54.8% | 40.7% | ||
| Q3 24 | 56.7% | 52.2% | ||
| Q2 24 | 55.0% | 51.3% | ||
| Q1 24 | 57.7% | 49.0% |
营业利润率ENOVMASI
| Q4 25 | -101.7% | — | ||
| Q3 25 | -3.0% | 22.5% | ||
| Q2 25 | -8.4% | 17.4% | ||
| Q1 25 | — | 21.0% | ||
| Q4 24 | -118.5% | -59.8% | ||
| Q3 24 | -6.3% | 6.0% | ||
| Q2 24 | -8.4% | 5.7% | ||
| Q1 24 | -6.8% | 6.9% |
净利率ENOVMASI
| Q4 25 | -104.1% | — | ||
| Q3 25 | -6.5% | -27.0% | ||
| Q2 25 | -10.0% | 13.8% | ||
| Q1 25 | — | -45.9% | ||
| Q4 24 | -125.4% | -58.2% | ||
| Q3 24 | -6.2% | 1.9% | ||
| Q2 24 | -3.5% | 3.2% | ||
| Q1 24 | -13.9% | 3.8% |
每股收益（稀释后）ENOVMASI
| Q4 25 | $-9.99 | — | ||
| Q3 25 | $-0.64 | $-1.84 | ||
| Q2 25 | $-0.98 | $0.94 | ||
| Q1 25 | — | $-3.12 | ||
| Q4 24 | $-12.69 | $-6.54 | ||
| Q3 24 | $-0.58 | $0.18 | ||
| Q2 24 | $-0.34 | $0.29 | ||
| Q1 24 | $-1.32 | $0.35 |
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 | $312.3M |
| 总债务越低越好 | $1.4B | $559.1M |
| 股东权益账面价值 | $2.0B | $810.0M |
| 总资产 | $4.4B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.67× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资ENOVMASI
| Q4 25 | $33.6M | — | ||
| Q3 25 | $44.1M | $312.3M | ||
| Q2 25 | $38.5M | $149.6M | ||
| Q1 25 | — | $130.8M | ||
| Q4 24 | $48.2M | $177.6M | ||
| Q3 24 | $35.4M | $158.5M | ||
| Q2 24 | $35.0M | $129.6M | ||
| Q1 24 | $66.3M | $157.6M |
总债务ENOVMASI
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $559.1M | ||
| Q2 25 | $1.4B | $613.7M | ||
| Q1 25 | — | $651.0M | ||
| Q4 24 | $1.3B | $765.2M | ||
| Q3 24 | $1.3B | $772.6M | ||
| Q2 24 | $1.3B | $781.6M | ||
| Q1 24 | $1.3B | $876.0M |
股东权益ENOVMASI
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.6B | $810.0M | ||
| Q2 25 | $2.6B | $1.0B | ||
| Q1 25 | — | $946.4M | ||
| Q4 24 | $2.6B | $1.1B | ||
| Q3 24 | $3.3B | $1.5B | ||
| Q2 24 | $3.3B | $1.4B | ||
| Q1 24 | $3.3B | $1.4B |
总资产ENOVMASI
| Q4 25 | $4.4B | — | ||
| Q3 25 | $5.0B | $1.8B | ||
| Q2 25 | $4.9B | $2.4B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | $4.7B | $2.6B | ||
| Q3 24 | $5.6B | $3.1B | ||
| Q2 24 | $5.4B | $2.9B | ||
| Q1 24 | $5.5B | $3.0B |
负债/权益比ENOVMASI
| Q4 25 | 0.67× | — | ||
| Q3 25 | 0.54× | 0.69× | ||
| Q2 25 | 0.53× | 0.59× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | 0.52× | 0.73× | ||
| Q3 24 | 0.40× | 0.53× | ||
| Q2 24 | 0.41× | 0.57× | ||
| Q1 24 | 0.40× | 0.64× |
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 | $56.8M |
| 自由现金流经营现金流 - 资本支出 | $29.1M | $50.9M |
| 自由现金流率自由现金流/营收 | 5.3% | 13.7% |
| 资本支出强度资本支出/营收 | 9.7% | 1.6% |
| 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 | $191.0M |
8季度趋势，按日历期对齐
经营现金流ENOVMASI
| Q4 25 | $82.6M | — | ||
| Q3 25 | $47.8M | $56.8M | ||
| Q2 25 | $-1.6M | $69.4M | ||
| Q1 25 | — | $31.1M | ||
| Q4 24 | $88.3M | $50.5M | ||
| Q3 24 | $53.6M | $25.6M | ||
| Q2 24 | $7.8M | $74.5M | ||
| Q1 24 | $-36.2M | $45.8M |
自由现金流ENOVMASI
| Q4 25 | $29.1M | — | ||
| Q3 25 | $3.4M | $50.9M | ||
| Q2 25 | $-44.9M | $65.6M | ||
| Q1 25 | — | $28.5M | ||
| Q4 24 | $35.1M | $46.0M | ||
| Q3 24 | $2.4M | $16.9M | ||
| Q2 24 | $-31.6M | $66.9M | ||
| Q1 24 | $-73.1M | $37.6M |
自由现金流率ENOVMASI
| Q4 25 | 5.3% | — | ||
| Q3 25 | 0.6% | 13.7% | ||
| Q2 25 | -8.0% | 17.7% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | 6.3% | 7.7% | ||
| Q3 24 | 0.5% | 3.3% | ||
| Q2 24 | -6.0% | 13.5% | ||
| Q1 24 | -14.2% | 7.6% |
资本支出强度ENOVMASI
| Q4 25 | 9.7% | — | ||
| Q3 25 | 7.9% | 1.6% | ||
| Q2 25 | 7.7% | 1.0% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | 9.5% | 0.7% | ||
| Q3 24 | 10.1% | 1.7% | ||
| Q2 24 | 7.5% | 1.5% | ||
| Q1 24 | 7.2% | 1.7% |
现金转化率ENOVMASI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.35× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.61× | ||
| Q2 24 | — | 4.66× | ||
| Q1 24 | — | 2.42× |
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% |
MASI
暂无分部数据
