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Enovis CORP（ENOV）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是Enovis CORP的1.5倍（$828.2M vs $548.9M），Rithm Capital Corp.净利率更高（13.2% vs -104.1%，领先117.3%），Rithm Capital Corp.同比增速更快（508.5% vs -2.2%），过去两年Enovis CORP的营收复合增速更高（9.8% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
ENOV vs RITM — 直观对比
营收规模更大
RITM
是对方的1.5倍
$548.9M
营收增速更快
RITM
高出510.6%
-2.2%
净利率更高
RITM
高出117.3%
-104.1%
两年增速更快
ENOV
近两年复合增速
-17.9%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $548.9M | $828.2M |
| 净利润 | $-571.1M | $109.5M |
| 毛利率 | 59.9% | — |
| 营业利润率 | -101.7% | 29.9% |
| 净利率 | -104.1% | 13.2% |
| 营收同比 | -2.2% | 508.5% |
| 净利润同比 | 18.8% | 27.7% |
| 每股收益（稀释后） | $-9.99 | $0.12 |
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ENOVRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $548.9M | $1.5B | ||
| Q3 25 | $564.5M | $1.1B | ||
| Q2 25 | $558.8M | $1.2B | ||
| Q1 25 | — | $768.4M | ||
| Q4 24 | $561.0M | $2.1B | ||
| Q3 24 | $505.2M | $619.5M | ||
| Q2 24 | $525.2M | $1.2B |
净利润ENOVRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-571.1M | $85.0M | ||
| Q3 25 | $-36.7M | $221.5M | ||
| Q2 25 | $-56.0M | $311.7M | ||
| Q1 25 | — | $78.8M | ||
| Q4 24 | $-703.2M | $290.2M | ||
| Q3 24 | $-31.5M | $121.7M | ||
| Q2 24 | $-18.6M | $235.6M |
毛利率ENOVRITM
| Q1 26 | — | — | ||
| Q4 25 | 59.9% | — | ||
| Q3 25 | 59.3% | — | ||
| Q2 25 | 59.5% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 54.8% | — | ||
| Q3 24 | 56.7% | — | ||
| Q2 24 | 55.0% | — |
营业利润率ENOVRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -101.7% | 13.8% | ||
| Q3 25 | -3.0% | 21.4% | ||
| Q2 25 | -8.4% | 25.2% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | -118.5% | 23.8% | ||
| Q3 24 | -6.3% | 7.3% | ||
| Q2 24 | -8.4% | 23.6% |
净利率ENOVRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -104.1% | 5.7% | ||
| Q3 25 | -6.5% | 20.0% | ||
| Q2 25 | -10.0% | 25.6% | ||
| Q1 25 | — | 10.3% | ||
| Q4 24 | -125.4% | 14.0% | ||
| Q3 24 | -6.2% | 19.7% | ||
| Q2 24 | -3.5% | 19.2% |
每股收益（稀释后）ENOVRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-9.99 | $0.09 | ||
| Q3 25 | $-0.64 | $0.35 | ||
| Q2 25 | $-0.98 | $0.53 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | $-12.69 | $0.50 | ||
| Q3 24 | $-0.58 | $0.20 | ||
| Q2 24 | $-0.34 | $0.43 |
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 | $9.1B |
| 总资产 | $4.4B | $53.4B |
| 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ENOVRITM
| Q1 26 | — | — | ||
| Q4 25 | $33.6M | $1.8B | ||
| Q3 25 | $44.1M | $1.6B | ||
| Q2 25 | $38.5M | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $48.2M | $1.5B | ||
| Q3 24 | $35.4M | $1.6B | ||
| Q2 24 | $35.0M | $1.2B |
总债务ENOVRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $35.4B | ||
| Q3 25 | $1.4B | $32.2B | ||
| Q2 25 | $1.4B | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | $1.3B | $32.6B | ||
| Q3 24 | $1.3B | $29.6B | ||
| Q2 24 | $1.3B | $30.1B |
股东权益ENOVRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.0B | $8.4B | ||
| Q3 25 | $2.6B | $8.5B | ||
| Q2 25 | $2.6B | $7.9B | ||
| Q1 25 | — | $7.8B | ||
| Q4 24 | $2.6B | $7.8B | ||
| Q3 24 | $3.3B | $7.7B | ||
| Q2 24 | $3.3B | $7.3B |
总资产ENOVRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $4.4B | $53.1B | ||
| Q3 25 | $5.0B | $47.2B | ||
| Q2 25 | $4.9B | $44.3B | ||
| Q1 25 | — | $45.3B | ||
| Q4 24 | $4.7B | $46.0B | ||
| Q3 24 | $5.6B | $42.3B | ||
| Q2 24 | $5.4B | $42.0B |
负债/权益比ENOVRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.67× | 4.20× | ||
| Q3 25 | 0.54× | 3.79× | ||
| Q2 25 | 0.53× | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | 0.52× | 4.18× | ||
| Q3 24 | 0.40× | 3.87× | ||
| Q2 24 | 0.41× | 4.10× |
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ENOVRITM
| Q1 26 | — | — | ||
| Q4 25 | $82.6M | $-114.6M | ||
| Q3 25 | $47.8M | $-2.0B | ||
| Q2 25 | $-1.6M | $-557.1M | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $88.3M | $-1.8B | ||
| Q3 24 | $53.6M | $768.1M | ||
| Q2 24 | $7.8M | $-55.7M |
自由现金流ENOVRITM
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率ENOVRITM
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度ENOVRITM
| Q1 26 | — | — | ||
| 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% | — |
现金转化率ENOVRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | — | -0.24× |
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
| Reconstructive Segment | $258.0M | 47% |
| Surgical | $129.0M | 23% |
| Prevention And Recovery | $92.6M | 17% |
| Other Prevention And Recovery | $71.4M | 13% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
