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Enovis CORP（ENOV）与ROYAL GOLD INC（RGLD）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ROYAL GOLD INC的1.5倍（$548.9M vs $375.3M），ROYAL GOLD INC净利率更高（24.9% vs -104.1%，领先129.0%），ROYAL GOLD INC同比增速更快（85.3% vs -2.2%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% 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。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
ENOV vs RGLD — 直观对比
营收规模更大
ENOV
是对方的1.5倍
$375.3M
营收增速更快
RGLD
高出87.4%
-2.2%
净利率更高
RGLD
高出129.0%
-104.1%
两年增速更快
RGLD
近两年复合增速
9.8%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $548.9M | $375.3M |
| 净利润 | $-571.1M | $93.6M |
| 毛利率 | 59.9% | 64.6% |
| 营业利润率 | -101.7% | 56.2% |
| 净利率 | -104.1% | 24.9% |
| 营收同比 | -2.2% | 85.3% |
| 净利润同比 | 18.8% | -12.8% |
| 每股收益（稀释后） | $-9.99 | $1.04 |
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ENOVRGLD
| Q4 25 | $548.9M | $375.3M | ||
| Q3 25 | $564.5M | $252.1M | ||
| Q2 25 | $558.8M | $209.6M | ||
| Q1 25 | — | $193.4M | ||
| Q4 24 | $561.0M | $202.6M | ||
| Q3 24 | $505.2M | $193.8M | ||
| Q2 24 | $525.2M | $174.1M | ||
| Q1 24 | $516.3M | $148.9M |
净利润ENOVRGLD
| Q4 25 | $-571.1M | $93.6M | ||
| Q3 25 | $-36.7M | $126.8M | ||
| Q2 25 | $-56.0M | $132.3M | ||
| Q1 25 | — | $113.5M | ||
| Q4 24 | $-703.2M | $107.4M | ||
| Q3 24 | $-31.5M | $96.2M | ||
| Q2 24 | $-18.6M | $81.2M | ||
| Q1 24 | $-72.0M | $47.2M |
毛利率ENOVRGLD
| Q4 25 | 59.9% | 64.6% | ||
| Q3 25 | 59.3% | 73.6% | ||
| Q2 25 | 59.5% | 72.6% | ||
| Q1 25 | — | 69.4% | ||
| Q4 24 | 54.8% | 70.3% | ||
| Q3 24 | 56.7% | 66.6% | ||
| Q2 24 | 55.0% | 64.7% | ||
| Q1 24 | 57.7% | 58.4% |
营业利润率ENOVRGLD
| Q4 25 | -101.7% | 56.2% | ||
| Q3 25 | -3.0% | 64.4% | ||
| Q2 25 | -8.4% | 67.7% | ||
| Q1 25 | — | 63.6% | ||
| Q4 24 | -118.5% | 65.9% | ||
| Q3 24 | -6.3% | 61.3% | ||
| Q2 24 | -8.4% | 58.6% | ||
| Q1 24 | -6.8% | 50.7% |
净利率ENOVRGLD
| Q4 25 | -104.1% | 24.9% | ||
| Q3 25 | -6.5% | 50.3% | ||
| Q2 25 | -10.0% | 63.1% | ||
| Q1 25 | — | 58.7% | ||
| Q4 24 | -125.4% | 53.0% | ||
| Q3 24 | -6.2% | 49.7% | ||
| Q2 24 | -3.5% | 46.6% | ||
| Q1 24 | -13.9% | 31.7% |
每股收益（稀释后）ENOVRGLD
| Q4 25 | $-9.99 | $1.04 | ||
| Q3 25 | $-0.64 | $1.92 | ||
| Q2 25 | $-0.98 | $2.01 | ||
| Q1 25 | — | $1.72 | ||
| Q4 24 | $-12.69 | $1.63 | ||
| Q3 24 | $-0.58 | $1.46 | ||
| Q2 24 | $-0.34 | $1.23 | ||
| Q1 24 | $-1.32 | $0.72 |
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 | $233.7M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $7.2B |
| 总资产 | $4.4B | $9.5B |
| 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ENOVRGLD
| Q4 25 | $33.6M | $233.7M | ||
| Q3 25 | $44.1M | $172.8M | ||
| Q2 25 | $38.5M | $248.2M | ||
| Q1 25 | — | $240.8M | ||
| Q4 24 | $48.2M | $195.5M | ||
| Q3 24 | $35.4M | $127.9M | ||
| Q2 24 | $35.0M | $74.2M | ||
| Q1 24 | $66.3M | $137.9M |
总债务ENOVRGLD
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | $0 | ||
| Q2 24 | $1.3B | $50.0M | ||
| Q1 24 | $1.3B | — |
股东权益ENOVRGLD
| Q4 25 | $2.0B | $7.2B | ||
| Q3 25 | $2.6B | $3.4B | ||
| Q2 25 | $2.6B | $3.3B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | $2.6B | $3.1B | ||
| Q3 24 | $3.3B | $3.0B | ||
| Q2 24 | $3.3B | $3.0B | ||
| Q1 24 | $3.3B | $2.9B |
总资产ENOVRGLD
| Q4 25 | $4.4B | $9.5B | ||
| Q3 25 | $5.0B | $4.5B | ||
| Q2 25 | $4.9B | $3.6B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | $4.7B | $3.4B | ||
| Q3 24 | $5.6B | $3.3B | ||
| Q2 24 | $5.4B | $3.3B | ||
| Q1 24 | $5.5B | $3.3B |
负债/权益比ENOVRGLD
| Q4 25 | 0.67× | — | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.40× | 0.00× | ||
| Q2 24 | 0.41× | 0.02× | ||
| 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 | $241.7M |
| 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 | — | 2.58× |
| 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ENOVRGLD
| Q4 25 | $82.6M | $241.7M | ||
| Q3 25 | $47.8M | $174.0M | ||
| Q2 25 | $-1.6M | $152.8M | ||
| Q1 25 | — | $136.4M | ||
| Q4 24 | $88.3M | $141.1M | ||
| Q3 24 | $53.6M | $136.7M | ||
| Q2 24 | $7.8M | $113.5M | ||
| Q1 24 | $-36.2M | $138.3M |
自由现金流ENOVRGLD
| 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ENOVRGLD
| 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ENOVRGLD
| 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ENOVRGLD
| Q4 25 | — | 2.58× | ||
| Q3 25 | — | 1.37× | ||
| Q2 25 | — | 1.15× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 1.31× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | — | 1.40× | ||
| Q1 24 | — | 2.93× |
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% |
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
