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Enovis CORP(ENOV)与UiPath, Inc.(PATH)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UiPath, Inc.的1.4倍($589.2M vs $411.1M),UiPath, Inc.净利率更高(48.4% vs -1.4%,领先49.8%),UiPath, Inc.同比增速更快(15.9% vs 5.4%),过去两年Enovis CORP的营收复合增速更高(5.9% vs 0.7%)
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。
UiPath是一家全球化软件企业,专注于开发人工智能、智能自动化及流程编排类软件,其产品支持用户搭建与调度AI代理,实现复杂业务流程、工作流的自动化运行,助力各行业客户提升运营效率、降低人力成本。
ENOV vs PATH — 直观对比
营收规模更大
ENOV
是对方的1.4倍
$411.1M
营收增速更快
PATH
高出10.5%
5.4%
净利率更高
PATH
高出49.8%
-1.4%
两年增速更快
ENOV
近两年复合增速
0.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $589.2M | $411.1M |
| 净利润 | $-8.4M | $198.8M |
| 毛利率 | 62.0% | 83.3% |
| 营业利润率 | — | 3.2% |
| 净利率 | -1.4% | 48.4% |
| 营收同比 | 5.4% | 15.9% |
| 净利润同比 | — | 1966.2% |
| 每股收益(稀释后) | $-0.15 | $0.37 |
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
ENOV
PATH
| Q1 26 | $589.2M | — | ||
| Q4 25 | $548.9M | $411.1M | ||
| Q3 25 | $564.5M | $361.7M | ||
| Q2 25 | $558.8M | $356.6M | ||
| Q1 25 | — | $423.6M | ||
| Q4 24 | $561.0M | $354.7M | ||
| Q3 24 | $505.2M | $316.3M | ||
| Q2 24 | $525.2M | $335.1M |
净利润
ENOV
PATH
| Q1 26 | $-8.4M | — | ||
| Q4 25 | $-571.1M | $198.8M | ||
| Q3 25 | $-36.7M | $1.6M | ||
| Q2 25 | $-56.0M | $-22.6M | ||
| Q1 25 | — | $51.8M | ||
| Q4 24 | $-703.2M | $-10.7M | ||
| Q3 24 | $-31.5M | $-86.1M | ||
| Q2 24 | $-18.6M | $-28.7M |
毛利率
ENOV
PATH
| Q1 26 | 62.0% | — | ||
| Q4 25 | 59.9% | 83.3% | ||
| Q3 25 | 59.3% | 82.2% | ||
| Q2 25 | 59.5% | 82.1% | ||
| Q1 25 | — | 84.8% | ||
| Q4 24 | 54.8% | 82.0% | ||
| Q3 24 | 56.7% | 80.0% | ||
| Q2 24 | 55.0% | 83.5% |
营业利润率
ENOV
PATH
| Q1 26 | — | — | ||
| Q4 25 | -101.7% | 3.2% | ||
| Q3 25 | -3.0% | -5.6% | ||
| Q2 25 | -8.4% | -4.6% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | -118.5% | -12.2% | ||
| Q3 24 | -6.3% | -32.7% | ||
| Q2 24 | -8.4% | -14.8% |
净利率
ENOV
PATH
| Q1 26 | -1.4% | — | ||
| Q4 25 | -104.1% | 48.4% | ||
| Q3 25 | -6.5% | 0.4% | ||
| Q2 25 | -10.0% | -6.3% | ||
| Q1 25 | — | 12.2% | ||
| Q4 24 | -125.4% | -3.0% | ||
| Q3 24 | -6.2% | -27.2% | ||
| Q2 24 | -3.5% | -8.6% |
每股收益(稀释后)
ENOV
PATH
| Q1 26 | $-0.15 | — | ||
| Q4 25 | $-9.99 | $0.37 | ||
| Q3 25 | $-0.64 | $0.00 | ||
| Q2 25 | $-0.98 | $-0.04 | ||
| Q1 25 | — | $0.09 | ||
| Q4 24 | $-12.69 | $-0.02 | ||
| Q3 24 | $-0.58 | $-0.15 | ||
| Q2 24 | $-0.34 | $-0.05 |
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 | $33.1M | $1.4B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $1.5B | $1.9B |
| 总资产 | $3.8B | $2.9B |
| 负债/权益比越低杠杆越低 | 0.90× | — |
8季度趋势,按日历期对齐
现金及短期投资
ENOV
PATH
| Q1 26 | $33.1M | — | ||
| Q4 25 | $33.6M | $1.4B | ||
| Q3 25 | $44.1M | $1.4B | ||
| Q2 25 | $38.5M | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $48.2M | $1.6B | ||
| Q3 24 | $35.4M | $1.7B | ||
| Q2 24 | $35.0M | $1.9B |
总债务
ENOV
PATH
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — |
股东权益
ENOV
PATH
| Q1 26 | $1.5B | — | ||
| Q4 25 | $2.0B | $1.9B | ||
| Q3 25 | $2.6B | $1.7B | ||
| Q2 25 | $2.6B | $1.7B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $3.3B | $1.8B | ||
| Q2 24 | $3.3B | $2.0B |
总资产
ENOV
PATH
| Q1 26 | $3.8B | — | ||
| Q4 25 | $4.4B | $2.9B | ||
| Q3 25 | $5.0B | $2.6B | ||
| Q2 25 | $4.9B | $2.6B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | $4.7B | $2.7B | ||
| Q3 24 | $5.6B | $2.7B | ||
| Q2 24 | $5.4B | $2.8B |
负债/权益比
ENOV
PATH
| Q1 26 | 0.90× | — | ||
| Q4 25 | 0.67× | — | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.40× | — | ||
| Q2 24 | 0.41× | — |
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 | — | $28.3M |
| 自由现金流经营现金流 - 资本支出 | — | $25.1M |
| 自由现金流率自由现金流/营收 | — | 6.1% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 0.14× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
ENOV
PATH
| Q1 26 | — | — | ||
| Q4 25 | $82.6M | $28.3M | ||
| Q3 25 | $47.8M | $41.6M | ||
| Q2 25 | $-1.6M | $119.0M | ||
| Q1 25 | — | $146.1M | ||
| Q4 24 | $88.3M | $28.1M | ||
| Q3 24 | $53.6M | $46.4M | ||
| Q2 24 | $7.8M | $100.0M |
自由现金流
ENOV
PATH
| Q1 26 | — | — | ||
| Q4 25 | $29.1M | $25.1M | ||
| Q3 25 | $3.4M | — | ||
| Q2 25 | $-44.9M | $106.2M | ||
| Q1 25 | — | $138.7M | ||
| Q4 24 | $35.1M | $23.2M | ||
| Q3 24 | $2.4M | $45.0M | ||
| Q2 24 | $-31.6M | $98.8M |
自由现金流率
ENOV
PATH
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | 6.1% | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | -8.0% | 29.8% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | 6.3% | 6.5% | ||
| Q3 24 | 0.5% | 14.2% | ||
| Q2 24 | -6.0% | 29.5% |
资本支出强度
ENOV
PATH
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 0.8% | ||
| Q3 25 | 7.9% | 0.0% | ||
| Q2 25 | 7.7% | 3.6% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | 9.5% | 1.4% | ||
| Q3 24 | 10.1% | 0.4% | ||
| Q2 24 | 7.5% | 0.4% |
现金转化率
ENOV
PATH
| Q1 26 | — | — | ||
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 26.25× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 2.82× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
暂无分部数据
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |