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Enovis CORP（ENOV）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
Enovis CORP的季度营收约是世纪互联的1.5倍（$548.9M vs $362.7M），世纪互联净利率更高（-10.7% vs -104.1%，领先93.4%），Enovis CORP自由现金流更多（$29.1M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% 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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
ENOV vs VNET — 直观对比
营收规模更大
ENOV
是对方的1.5倍
$362.7M
净利率更高
VNET
高出93.4%
-104.1%
自由现金流更多
ENOV
多$222.2M
$-193.1M
两年增速更快
VNET
近两年复合增速
9.8%
损益表 — Q3 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $548.9M | $362.7M |
| 净利润 | $-571.1M | $-38.7M |
| 毛利率 | 59.9% | 20.9% |
| 营业利润率 | -101.7% | 0.5% |
| 净利率 | -104.1% | -10.7% |
| 营收同比 | -2.2% | — |
| 净利润同比 | 18.8% | — |
| 每股收益（稀释后） | $-9.99 | — |
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ENOVVNET
| Q4 25 | $548.9M | — | ||
| Q3 25 | $564.5M | $362.7M | ||
| Q2 25 | $558.8M | — | ||
| Q1 25 | — | $309.5M | ||
| Q4 24 | $561.0M | — | ||
| Q3 24 | $505.2M | $302.2M | ||
| Q2 24 | $525.2M | $274.4M | ||
| Q1 24 | $516.3M | $262.9M |
净利润ENOVVNET
| Q4 25 | $-571.1M | — | ||
| Q3 25 | $-36.7M | $-38.7M | ||
| Q2 25 | $-56.0M | — | ||
| Q1 25 | — | $-2.4M | ||
| Q4 24 | $-703.2M | — | ||
| Q3 24 | $-31.5M | $-2.1M | ||
| Q2 24 | $-18.6M | $-1.1M | ||
| Q1 24 | $-72.0M | $-22.0M |
毛利率ENOVVNET
| Q4 25 | 59.9% | — | ||
| Q3 25 | 59.3% | 20.9% | ||
| Q2 25 | 59.5% | — | ||
| Q1 25 | — | 25.2% | ||
| Q4 24 | 54.8% | — | ||
| Q3 24 | 56.7% | 23.2% | ||
| Q2 24 | 55.0% | 21.3% | ||
| Q1 24 | 57.7% | 21.6% |
营业利润率ENOVVNET
| Q4 25 | -101.7% | — | ||
| Q3 25 | -3.0% | 0.5% | ||
| Q2 25 | -8.4% | — | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | -118.5% | — | ||
| Q3 24 | -6.3% | 24.5% | ||
| Q2 24 | -8.4% | 0.2% | ||
| Q1 24 | -6.8% | 0.2% |
净利率ENOVVNET
| Q4 25 | -104.1% | — | ||
| Q3 25 | -6.5% | -10.7% | ||
| Q2 25 | -10.0% | — | ||
| Q1 25 | — | -0.8% | ||
| Q4 24 | -125.4% | — | ||
| Q3 24 | -6.2% | -0.7% | ||
| Q2 24 | -3.5% | -0.4% | ||
| Q1 24 | -13.9% | -8.4% |
每股收益（稀释后）ENOVVNET
| Q4 25 | $-9.99 | — | ||
| Q3 25 | $-0.64 | — | ||
| Q2 25 | $-0.98 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $-12.69 | — | ||
| Q3 24 | $-0.58 | — | ||
| Q2 24 | $-0.34 | — | ||
| Q1 24 | $-1.32 | — |
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 | $492.1M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $890.8M |
| 总资产 | $4.4B | $6.1B |
| 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ENOVVNET
| Q4 25 | $33.6M | — | ||
| Q3 25 | $44.1M | $492.1M | ||
| Q2 25 | $38.5M | — | ||
| Q1 25 | — | $544.3M | ||
| Q4 24 | $48.2M | — | ||
| Q3 24 | $35.4M | $219.5M | ||
| Q2 24 | $35.0M | $247.2M | ||
| Q1 24 | $66.3M | $246.9M |
总债务ENOVVNET
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
股东权益ENOVVNET
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.6B | $890.8M | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | — | $927.8M | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $3.3B | $902.9M | ||
| Q2 24 | $3.3B | $900.6M | ||
| Q1 24 | $3.3B | $895.1M |
总资产ENOVVNET
| Q4 25 | $4.4B | — | ||
| Q3 25 | $5.0B | $6.1B | ||
| Q2 25 | $4.9B | — | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | $4.7B | — | ||
| Q3 24 | $5.6B | $4.3B | ||
| Q2 24 | $5.4B | $4.0B | ||
| Q1 24 | $5.5B | $3.9B |
负债/权益比ENOVVNET
| Q4 25 | 0.67× | — | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.40× | 1.28× | ||
| Q2 24 | 0.41× | — | ||
| 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $29.1M | $-193.1M |
| 自由现金流率自由现金流/营收 | 5.3% | -53.2% |
| 资本支出强度资本支出/营收 | 9.7% | 84.6% |
| 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 | $-589.7M |
8季度趋势，按日历期对齐
经营现金流ENOVVNET
| Q4 25 | $82.6M | — | ||
| Q3 25 | $47.8M | $113.8M | ||
| Q2 25 | $-1.6M | — | ||
| Q1 25 | — | $27.0M | ||
| Q4 24 | $88.3M | — | ||
| Q3 24 | $53.6M | $108.3M | ||
| Q2 24 | $7.8M | $55.8M | ||
| Q1 24 | $-36.2M | $37.1M |
自由现金流ENOVVNET
| Q4 25 | $29.1M | — | ||
| Q3 25 | $3.4M | $-193.1M | ||
| Q2 25 | $-44.9M | — | ||
| Q1 25 | — | $-220.0M | ||
| Q4 24 | $35.1M | — | ||
| Q3 24 | $2.4M | $-95.0M | ||
| Q2 24 | $-31.6M | $-81.6M | ||
| Q1 24 | $-73.1M | $-102.2M |
自由现金流率ENOVVNET
| Q4 25 | 5.3% | — | ||
| Q3 25 | 0.6% | -53.2% | ||
| Q2 25 | -8.0% | — | ||
| Q1 25 | — | -71.1% | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 0.5% | -31.4% | ||
| Q2 24 | -6.0% | -29.8% | ||
| Q1 24 | -14.2% | -38.9% |
资本支出强度ENOVVNET
| Q4 25 | 9.7% | — | ||
| Q3 25 | 7.9% | 84.6% | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | — | 79.8% | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 10.1% | 67.3% | ||
| Q2 24 | 7.5% | 50.1% | ||
| Q1 24 | 7.2% | 53.0% |
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% |
VNET
暂无分部数据
