vs
Enphase Energy(ENPH)与EDGEWELL PERSONAL CARE Co(EPC)财务数据对比。点击上方公司名可切换其他公司
EDGEWELL PERSONAL CARE Co的季度营收约是Enphase Energy的1.5倍($422.8M vs $282.9M),Enphase Energy净利率更高(-2.6% vs -15.5%,领先12.9%),EDGEWELL PERSONAL CARE Co同比增速更快(-11.6% vs -20.6%),Enphase Energy自由现金流更多($83.0M vs $-137.5M),过去两年Enphase Energy的营收复合增速更高(-3.4% vs -16.0%)
Enphase Energy是总部位于美国加利福尼亚州弗里蒙特的能源科技企业,成立于2006年,是全球首家成功实现光伏微型逆变器商业化的企业,主要面向住宅用户研发生产光伏微型逆变器、储能电池及电动汽车充电桩。
Edgewell个人护理是一家总部位于美国康涅狄格州谢尔顿的跨国消费品企业,主营业务聚焦个人护理产品领域。公司在2015年从劲量控股分拆后正式成立,目前在全球多个市场开展个人护理相关业务。
ENPH vs EPC — 直观对比
营收规模更大
EPC
是对方的1.5倍
$282.9M
营收增速更快
EPC
高出8.9%
-20.6%
净利率更高
ENPH
高出12.9%
-15.5%
自由现金流更多
ENPH
多$220.5M
$-137.5M
两年增速更快
ENPH
近两年复合增速
-16.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $282.9M | $422.8M |
| 净利润 | $-7.4M | $-65.7M |
| 毛利率 | 35.5% | 38.1% |
| 营业利润率 | — | -4.5% |
| 净利率 | -2.6% | -15.5% |
| 营收同比 | -20.6% | -11.6% |
| 净利润同比 | -124.9% | -3028.6% |
| 每股收益(稀释后) | $-0.06 | $-1.41 |
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
ENPH
EPC
| Q1 26 | $282.9M | — | ||
| Q4 25 | $343.3M | $422.8M | ||
| Q3 25 | $410.4M | $600.5M | ||
| Q2 25 | $363.2M | $627.2M | ||
| Q1 25 | $356.1M | $580.7M | ||
| Q4 24 | $382.7M | $415.1M | ||
| Q3 24 | $380.9M | $517.6M | ||
| Q2 24 | $303.5M | $647.8M |
净利润
ENPH
EPC
| Q1 26 | $-7.4M | — | ||
| Q4 25 | $38.7M | $-65.7M | ||
| Q3 25 | $66.6M | $-30.6M | ||
| Q2 25 | $37.1M | $29.1M | ||
| Q1 25 | $29.7M | $29.0M | ||
| Q4 24 | $62.2M | $-2.1M | ||
| Q3 24 | $45.8M | $8.8M | ||
| Q2 24 | $10.8M | $49.0M |
毛利率
ENPH
EPC
| Q1 26 | 35.5% | — | ||
| Q4 25 | 44.3% | 38.1% | ||
| Q3 25 | 47.8% | 37.9% | ||
| Q2 25 | 46.9% | 42.8% | ||
| Q1 25 | 47.2% | 44.1% | ||
| Q4 24 | 51.8% | 41.6% | ||
| Q3 24 | 46.8% | 41.1% | ||
| Q2 24 | 45.2% | 44.3% |
营业利润率
ENPH
EPC
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | -4.5% | ||
| Q3 25 | 16.1% | -4.2% | ||
| Q2 25 | 10.2% | 8.6% | ||
| Q1 25 | 9.0% | 10.1% | ||
| Q4 24 | 14.3% | 2.2% | ||
| Q3 24 | 13.1% | 3.9% | ||
| Q2 24 | 0.6% | 12.8% |
净利率
ENPH
EPC
| Q1 26 | -2.6% | — | ||
| Q4 25 | 11.3% | -15.5% | ||
| Q3 25 | 16.2% | -5.1% | ||
| Q2 25 | 10.2% | 4.6% | ||
| Q1 25 | 8.3% | 5.0% | ||
| Q4 24 | 16.2% | -0.5% | ||
| Q3 24 | 12.0% | 1.7% | ||
| Q2 24 | 3.6% | 7.6% |
每股收益(稀释后)
ENPH
EPC
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.29 | $-1.41 | ||
| Q3 25 | $0.50 | $-0.65 | ||
| Q2 25 | $0.28 | $0.62 | ||
| Q1 25 | $0.22 | $0.60 | ||
| Q4 24 | $0.46 | $-0.04 | ||
| Q3 24 | $0.33 | $0.18 | ||
| Q2 24 | $0.08 | $0.98 |
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 | $497.5M | — |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $1.1B | $1.5B |
| 总资产 | $2.7B | $3.8B |
| 负债/权益比越低杠杆越低 | — | 1.03× |
8季度趋势,按日历期对齐
现金及短期投资
ENPH
EPC
| Q1 26 | $497.5M | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.8B | $209.1M | ||
| Q2 24 | $1.6B | — |
总债务
ENPH
EPC
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.3B | $1.3B |
股东权益
ENPH
EPC
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $995.0M | $1.6B | ||
| Q2 25 | $880.6M | $1.6B | ||
| Q1 25 | $810.7M | $1.5B | ||
| Q4 24 | $833.0M | $1.5B | ||
| Q3 24 | $931.4M | $1.6B | ||
| Q2 24 | $884.5M | $1.6B |
总资产
ENPH
EPC
| Q1 26 | $2.7B | — | ||
| Q4 25 | $3.5B | $3.8B | ||
| Q3 25 | $3.3B | $3.8B | ||
| Q2 25 | $3.2B | $3.8B | ||
| Q1 25 | $3.1B | $3.8B | ||
| Q4 24 | $3.2B | $3.7B | ||
| Q3 24 | $3.3B | $3.7B | ||
| Q2 24 | $3.2B | $3.7B |
负债/权益比
ENPH
EPC
| Q1 26 | — | — | ||
| Q4 25 | 1.11× | 1.03× | ||
| Q3 25 | 1.21× | 0.89× | ||
| Q2 25 | 1.37× | 0.88× | ||
| Q1 25 | 1.48× | 0.95× | ||
| Q4 24 | 1.56× | 0.97× | ||
| Q3 24 | 1.40× | 0.81× | ||
| Q2 24 | 1.47× | 0.82× |
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 | $102.9M | $-125.9M |
| 自由现金流经营现金流 - 资本支出 | $83.0M | $-137.5M |
| 自由现金流率自由现金流/营收 | 29.3% | -32.5% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 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 | $145.1M | $36.3M |
8季度趋势,按日历期对齐
经营现金流
ENPH
EPC
| Q1 26 | $102.9M | — | ||
| Q4 25 | $47.6M | $-125.9M | ||
| Q3 25 | $13.9M | $74.1M | ||
| Q2 25 | $26.6M | $114.8M | ||
| Q1 25 | $48.4M | $45.1M | ||
| Q4 24 | $167.3M | $-115.6M | ||
| Q3 24 | $170.1M | $-388.3M | ||
| Q2 24 | $127.1M | $101.2M |
自由现金流
ENPH
EPC
| Q1 26 | $83.0M | — | ||
| Q4 25 | $37.8M | $-137.5M | ||
| Q3 25 | $5.9M | $46.5M | ||
| Q2 25 | $18.4M | $99.3M | ||
| Q1 25 | $33.8M | $28.0M | ||
| Q4 24 | $159.2M | $-132.4M | ||
| Q3 24 | $161.6M | $-414.2M | ||
| Q2 24 | $117.4M | $88.6M |
自由现金流率
ENPH
EPC
| Q1 26 | 29.3% | — | ||
| Q4 25 | 11.0% | -32.5% | ||
| Q3 25 | 1.4% | 7.7% | ||
| Q2 25 | 5.1% | 15.8% | ||
| Q1 25 | 9.5% | 4.8% | ||
| Q4 24 | 41.6% | -31.9% | ||
| Q3 24 | 42.4% | -80.0% | ||
| Q2 24 | 38.7% | 13.7% |
资本支出强度
ENPH
EPC
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | 2.7% | ||
| Q3 25 | 2.0% | 4.6% | ||
| Q2 25 | 2.3% | 2.5% | ||
| Q1 25 | 4.1% | 2.9% | ||
| Q4 24 | 2.1% | 4.0% | ||
| Q3 24 | 2.2% | 5.0% | ||
| Q2 24 | 3.2% | 1.9% |
现金转化率
ENPH
EPC
| Q1 26 | — | — | ||
| Q4 25 | 1.23× | — | ||
| Q3 25 | 0.21× | — | ||
| Q2 25 | 0.72× | 3.95× | ||
| Q1 25 | 1.63× | 1.56× | ||
| Q4 24 | 2.69× | — | ||
| Q3 24 | 3.72× | -44.13× | ||
| Q2 24 | 11.73× | 2.07× |
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
ENPH
暂无分部数据
EPC
| Other | $242.0M | 57% |
| Sunand Skin Care Segment | $131.5M | 31% |
| Shavinggelsandcreams | $32.3M | 8% |
| Wipes And Other Skin Care Products | $17.0M | 4% |