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Enovis CORP（ENOV）与Ryman Hospitality Properties, Inc.（RHP）财务数据对比。点击上方公司名可切换其他公司
Ryman Hospitality Properties, Inc.的季度营收约是Enovis CORP的1.2倍（$664.6M vs $548.9M），Ryman Hospitality Properties, Inc.净利率更高（10.4% vs -104.1%，领先114.5%），Ryman Hospitality Properties, Inc.同比增速更快（13.2% vs -2.2%），过去两年Enovis CORP的营收复合增速更高（9.8% vs 4.1%）
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。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
ENOV vs RHP — 直观对比
营收规模更大
RHP
是对方的1.2倍
$548.9M
营收增速更快
RHP
高出15.3%
-2.2%
净利率更高
RHP
高出114.5%
-104.1%
两年增速更快
ENOV
近两年复合增速
4.1%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $548.9M | $664.6M |
| 净利润 | $-571.1M | $69.4M |
| 毛利率 | 59.9% | — |
| 营业利润率 | -101.7% | 20.7% |
| 净利率 | -104.1% | 10.4% |
| 营收同比 | -2.2% | 13.2% |
| 净利润同比 | 18.8% | 10.1% |
| 每股收益（稀释后） | $-9.99 | $1.03 |
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ENOVRHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $548.9M | $737.8M | ||
| Q3 25 | $564.5M | $592.5M | ||
| Q2 25 | $558.8M | $659.5M | ||
| Q1 25 | — | $587.3M | ||
| Q4 24 | $561.0M | $647.6M | ||
| Q3 24 | $505.2M | $550.0M | ||
| Q2 24 | $525.2M | $613.3M |
净利润ENOVRHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $-571.1M | $74.5M | ||
| Q3 25 | $-36.7M | $34.9M | ||
| Q2 25 | $-56.0M | $71.8M | ||
| Q1 25 | — | $63.0M | ||
| Q4 24 | $-703.2M | $72.3M | ||
| Q3 24 | $-31.5M | $59.0M | ||
| Q2 24 | $-18.6M | $100.8M |
毛利率ENOVRHP
| Q1 26 | — | — | ||
| Q4 25 | 59.9% | 41.4% | ||
| Q3 25 | 59.3% | 40.9% | ||
| Q2 25 | 59.5% | 49.7% | ||
| Q1 25 | — | 44.4% | ||
| Q4 24 | 54.8% | 40.4% | ||
| Q3 24 | 56.7% | 43.1% | ||
| Q2 24 | 55.0% | 48.4% |
营业利润率ENOVRHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | -101.7% | 19.4% | ||
| Q3 25 | -3.0% | 15.0% | ||
| Q2 25 | -8.4% | 21.1% | ||
| Q1 25 | — | 19.8% | ||
| Q4 24 | -118.5% | 18.6% | ||
| Q3 24 | -6.3% | 19.3% | ||
| Q2 24 | -8.4% | 27.4% |
净利率ENOVRHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | -104.1% | 10.1% | ||
| Q3 25 | -6.5% | 5.9% | ||
| Q2 25 | -10.0% | 10.9% | ||
| Q1 25 | — | 10.7% | ||
| Q4 24 | -125.4% | 11.2% | ||
| Q3 24 | -6.2% | 10.7% | ||
| Q2 24 | -3.5% | 16.4% |
每股收益（稀释后）ENOVRHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $-9.99 | $1.12 | ||
| Q3 25 | $-0.64 | $0.53 | ||
| Q2 25 | $-0.98 | $1.12 | ||
| Q1 25 | — | $1.00 | ||
| Q4 24 | $-12.69 | $1.12 | ||
| Q3 24 | $-0.58 | $0.94 | ||
| Q2 24 | $-0.34 | $1.65 |
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 | — |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $770.8M |
| 总资产 | $4.4B | $6.2B |
| 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ENOVRHP
| Q1 26 | — | — | ||
| Q4 25 | $33.6M | $471.4M | ||
| Q3 25 | $44.1M | $483.3M | ||
| Q2 25 | $38.5M | $420.6M | ||
| Q1 25 | — | $413.9M | ||
| Q4 24 | $48.2M | $477.7M | ||
| Q3 24 | $35.4M | $534.9M | ||
| Q2 24 | $35.0M | $498.4M |
总债务ENOVRHP
| Q1 26 | — | — | ||
| 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ENOVRHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $2.0B | $750.2M | ||
| Q3 25 | $2.6B | $758.5M | ||
| Q2 25 | $2.6B | $800.4M | ||
| Q1 25 | — | $531.5M | ||
| Q4 24 | $2.6B | $549.0M | ||
| Q3 24 | $3.3B | $551.9M | ||
| Q2 24 | $3.3B | $562.6M |
总资产ENOVRHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $4.4B | $6.2B | ||
| Q3 25 | $5.0B | $6.2B | ||
| Q2 25 | $4.9B | $6.1B | ||
| Q1 25 | — | $5.2B | ||
| Q4 24 | $4.7B | $5.2B | ||
| Q3 24 | $5.6B | $5.2B | ||
| Q2 24 | $5.4B | $5.1B |
负债/权益比ENOVRHP
| Q1 26 | — | — | ||
| 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 | $82.6M | — |
| 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 | — | — |
| 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ENOVRHP
| Q1 26 | — | — | ||
| Q4 25 | $82.6M | $164.7M | ||
| Q3 25 | $47.8M | $205.2M | ||
| Q2 25 | $-1.6M | $122.5M | ||
| Q1 25 | — | $98.2M | ||
| Q4 24 | $88.3M | $166.6M | ||
| Q3 24 | $53.6M | $218.1M | ||
| Q2 24 | $7.8M | $184.3M |
自由现金流ENOVRHP
| Q1 26 | — | — | ||
| Q4 25 | $29.1M | $58.5M | ||
| Q3 25 | $3.4M | $135.4M | ||
| Q2 25 | $-44.9M | $53.0M | ||
| Q1 25 | — | $-14.5M | ||
| Q4 24 | $35.1M | $76.0M | ||
| Q3 24 | $2.4M | $85.7M | ||
| Q2 24 | $-31.6M | $78.8M |
自由现金流率ENOVRHP
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | 7.9% | ||
| Q3 25 | 0.6% | 22.9% | ||
| Q2 25 | -8.0% | 8.0% | ||
| Q1 25 | — | -2.5% | ||
| Q4 24 | 6.3% | 11.7% | ||
| Q3 24 | 0.5% | 15.6% | ||
| Q2 24 | -6.0% | 12.9% |
资本支出强度ENOVRHP
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 14.4% | ||
| Q3 25 | 7.9% | 11.8% | ||
| Q2 25 | 7.7% | 10.5% | ||
| Q1 25 | — | 19.2% | ||
| Q4 24 | 9.5% | 14.0% | ||
| Q3 24 | 10.1% | 24.1% | ||
| Q2 24 | 7.5% | 17.2% |
现金转化率ENOVRHP
| Q1 26 | — | — | ||
| Q4 25 | — | 2.21× | ||
| Q3 25 | — | 5.88× | ||
| Q2 25 | — | 1.71× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | — | 3.70× | ||
| Q2 24 | — | 1.83× |
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% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
