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Enphase Energy(ENPH)与NEOGENOMICS INC(NEO)财务数据对比。点击上方公司名可切换其他公司
Enphase Energy的季度营收约是NEOGENOMICS INC的1.5倍($282.9M vs $186.7M),Enphase Energy净利率更高(-2.6% vs -57.9%,领先55.2%),NEOGENOMICS INC同比增速更快(11.1% vs -20.6%),过去两年NEOGENOMICS INC的营收复合增速更高(6.5% vs -3.4%)
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。
新基因组公司(NeoGenomics)是美国一家经CLIA认证的临床实验室企业,提供药企服务与信息服务,专注于癌症基因诊断检测,旗下检测服务涵盖细胞遗传学、荧光原位杂交(FISH)、流式细胞术、免疫组化、解剖病理学及分子遗传学等多个领域,为肿瘤相关诊断提供专业支持。
ENPH vs NEO — 直观对比
营收规模更大
ENPH
是对方的1.5倍
$186.7M
营收增速更快
NEO
高出31.6%
-20.6%
净利率更高
ENPH
高出55.2%
-57.9%
两年增速更快
NEO
近两年复合增速
-3.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $282.9M | $186.7M |
| 净利润 | $-7.4M | $-108.0M |
| 毛利率 | 35.5% | 43.3% |
| 营业利润率 | — | — |
| 净利率 | -2.6% | -57.9% |
| 营收同比 | -20.6% | 11.1% |
| 净利润同比 | -124.9% | 42.0% |
| 每股收益(稀释后) | $-0.06 | $-0.13 |
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
NEO
| Q1 26 | $282.9M | $186.7M | ||
| Q4 25 | $343.3M | $190.2M | ||
| Q3 25 | $410.4M | $187.8M | ||
| Q2 25 | $363.2M | $181.3M | ||
| Q1 25 | $356.1M | $168.0M | ||
| Q4 24 | $382.7M | $172.0M | ||
| Q3 24 | $380.9M | $167.8M | ||
| Q2 24 | $303.5M | $164.5M |
净利润
ENPH
NEO
| Q1 26 | $-7.4M | $-108.0M | ||
| Q4 25 | $38.7M | — | ||
| Q3 25 | $66.6M | $-27.1M | ||
| Q2 25 | $37.1M | $-45.1M | ||
| Q1 25 | $29.7M | $-25.9M | ||
| Q4 24 | $62.2M | — | ||
| Q3 24 | $45.8M | $-17.7M | ||
| Q2 24 | $10.8M | $-18.6M |
毛利率
ENPH
NEO
| Q1 26 | 35.5% | 43.3% | ||
| Q4 25 | 44.3% | 43.8% | ||
| Q3 25 | 47.8% | 42.8% | ||
| Q2 25 | 46.9% | 42.6% | ||
| Q1 25 | 47.2% | 43.6% | ||
| Q4 24 | 51.8% | 44.9% | ||
| Q3 24 | 46.8% | 44.6% | ||
| Q2 24 | 45.2% | 44.1% |
营业利润率
ENPH
NEO
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | -7.1% | ||
| Q3 25 | 16.1% | -14.4% | ||
| Q2 25 | 10.2% | -26.3% | ||
| Q1 25 | 9.0% | -16.6% | ||
| Q4 24 | 14.3% | -10.7% | ||
| Q3 24 | 13.1% | -12.6% | ||
| Q2 24 | 0.6% | -13.3% |
净利率
ENPH
NEO
| Q1 26 | -2.6% | -57.9% | ||
| Q4 25 | 11.3% | — | ||
| Q3 25 | 16.2% | -14.4% | ||
| Q2 25 | 10.2% | -24.9% | ||
| Q1 25 | 8.3% | -15.4% | ||
| Q4 24 | 16.2% | — | ||
| Q3 24 | 12.0% | -10.5% | ||
| Q2 24 | 3.6% | -11.3% |
每股收益(稀释后)
ENPH
NEO
| Q1 26 | $-0.06 | $-0.13 | ||
| Q4 25 | $0.29 | — | ||
| Q3 25 | $0.50 | — | ||
| Q2 25 | $0.28 | — | ||
| Q1 25 | $0.22 | — | ||
| Q4 24 | $0.46 | — | ||
| Q3 24 | $0.33 | — | ||
| Q2 24 | $0.08 | — |
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 | $146.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $828.8M |
| 总资产 | $2.7B | $1.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
ENPH
NEO
| Q1 26 | $497.5M | $146.1M | ||
| Q4 25 | $1.5B | $159.6M | ||
| Q3 25 | $1.5B | $164.1M | ||
| Q2 25 | $1.5B | $154.7M | ||
| Q1 25 | $1.5B | $346.2M | ||
| Q4 24 | $1.6B | $367.0M | ||
| Q3 24 | $1.8B | $362.0M | ||
| Q2 24 | $1.6B | $355.1M |
总债务
ENPH
NEO
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $341.9M | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.3B | $541.1M | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — |
股东权益
ENPH
NEO
| Q1 26 | $1.1B | $828.8M | ||
| Q4 25 | $1.1B | $836.6M | ||
| Q3 25 | $995.0M | $838.3M | ||
| Q2 25 | $880.6M | $854.0M | ||
| Q1 25 | $810.7M | $888.3M | ||
| Q4 24 | $833.0M | $902.3M | ||
| Q3 24 | $931.4M | $908.2M | ||
| Q2 24 | $884.5M | $915.9M |
总资产
ENPH
NEO
| Q1 26 | $2.7B | $1.3B | ||
| Q4 25 | $3.5B | $1.4B | ||
| Q3 25 | $3.3B | $1.4B | ||
| Q2 25 | $3.2B | $1.4B | ||
| Q1 25 | $3.1B | $1.6B | ||
| Q4 24 | $3.2B | $1.6B | ||
| Q3 24 | $3.3B | $1.6B | ||
| Q2 24 | $3.2B | $1.6B |
负债/权益比
ENPH
NEO
| Q1 26 | — | — | ||
| Q4 25 | 1.11× | 0.41× | ||
| Q3 25 | 1.21× | — | ||
| Q2 25 | 1.37× | — | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.56× | 0.60× | ||
| Q3 24 | 1.40× | — | ||
| Q2 24 | 1.47× | — |
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 | $-8.1M |
| 自由现金流经营现金流 - 资本支出 | $83.0M | — |
| 自由现金流率自由现金流/营收 | 29.3% | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
ENPH
NEO
| Q1 26 | $102.9M | $-8.1M | ||
| Q4 25 | $47.6M | $1.3M | ||
| Q3 25 | $13.9M | $8.9M | ||
| Q2 25 | $26.6M | $20.3M | ||
| Q1 25 | $48.4M | $-25.3M | ||
| Q4 24 | $167.3M | $9.8M | ||
| Q3 24 | $170.1M | $9.2M | ||
| Q2 24 | $127.1M | $13.9M |
自由现金流
ENPH
NEO
| Q1 26 | $83.0M | — | ||
| Q4 25 | $37.8M | $-6.5M | ||
| Q3 25 | $5.9M | $570.0K | ||
| Q2 25 | $18.4M | $14.0M | ||
| Q1 25 | $33.8M | $-29.8M | ||
| Q4 24 | $159.2M | $-1.8M | ||
| Q3 24 | $161.6M | $-1.6M | ||
| Q2 24 | $117.4M | $814.0K |
自由现金流率
ENPH
NEO
| Q1 26 | 29.3% | — | ||
| Q4 25 | 11.0% | -3.4% | ||
| Q3 25 | 1.4% | 0.3% | ||
| Q2 25 | 5.1% | 7.7% | ||
| Q1 25 | 9.5% | -17.8% | ||
| Q4 24 | 41.6% | -1.0% | ||
| Q3 24 | 42.4% | -0.9% | ||
| Q2 24 | 38.7% | 0.5% |
资本支出强度
ENPH
NEO
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | 4.1% | ||
| Q3 25 | 2.0% | 4.4% | ||
| Q2 25 | 2.3% | 3.5% | ||
| Q1 25 | 4.1% | 2.7% | ||
| Q4 24 | 2.1% | 6.7% | ||
| Q3 24 | 2.2% | 6.4% | ||
| Q2 24 | 3.2% | 8.0% |
现金转化率
ENPH
NEO
| Q1 26 | — | — | ||
| Q4 25 | 1.23× | — | ||
| Q3 25 | 0.21× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 2.69× | — | ||
| Q3 24 | 3.72× | — | ||
| Q2 24 | 11.73× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图