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Enphase Energy(ENPH)与Ranger Energy Services, Inc.(RNGR)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Ranger Energy Services, Inc.的2.0倍($282.9M vs $142.2M),Ranger Energy Services, Inc.净利率更高(2.3% vs -2.6%,领先4.9%),Ranger Energy Services, Inc.同比增速更快(-0.6% vs -20.6%),Enphase Energy自由现金流更多($83.0M vs $17.1M),过去两年Ranger Energy Services, Inc.的营收复合增速更高(1.9% 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。
Ranger Energy Services是北美领先的陆上油田服务提供商,为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案,业务主要覆盖美国本土的页岩和致密资源开采作业区。
ENPH vs RNGR — 直观对比
营收规模更大
ENPH
是对方的2.0倍
$142.2M
营收增速更快
RNGR
高出19.9%
-20.6%
净利率更高
RNGR
高出4.9%
-2.6%
自由现金流更多
ENPH
多$65.9M
$17.1M
两年增速更快
RNGR
近两年复合增速
-3.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $282.9M | $142.2M |
| 净利润 | $-7.4M | $3.2M |
| 毛利率 | 35.5% | — |
| 营业利润率 | 54.0% | 2.3% |
| 净利率 | -2.6% | 2.3% |
| 营收同比 | -20.6% | -0.6% |
| 净利润同比 | -124.9% | -44.8% |
| 每股收益(稀释后) | $-0.06 | $0.14 |
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
RNGR
| Q1 26 | $282.9M | — | ||
| Q4 25 | $343.3M | $142.2M | ||
| Q3 25 | $410.4M | $128.9M | ||
| Q2 25 | $363.2M | $140.6M | ||
| Q1 25 | $356.1M | $135.2M | ||
| Q4 24 | $382.7M | $143.1M | ||
| Q3 24 | $380.9M | $153.0M | ||
| Q2 24 | $303.5M | $138.1M |
净利润
ENPH
RNGR
| Q1 26 | $-7.4M | — | ||
| Q4 25 | $38.7M | $3.2M | ||
| Q3 25 | $66.6M | $1.2M | ||
| Q2 25 | $37.1M | $7.3M | ||
| Q1 25 | $29.7M | $600.0K | ||
| Q4 24 | $62.2M | $5.8M | ||
| Q3 24 | $45.8M | $8.7M | ||
| Q2 24 | $10.8M | $4.7M |
毛利率
ENPH
RNGR
| Q1 26 | 35.5% | — | ||
| Q4 25 | 44.3% | — | ||
| Q3 25 | 47.8% | — | ||
| Q2 25 | 46.9% | — | ||
| Q1 25 | 47.2% | — | ||
| Q4 24 | 51.8% | — | ||
| Q3 24 | 46.8% | — | ||
| Q2 24 | 45.2% | — |
营业利润率
ENPH
RNGR
| Q1 26 | 54.0% | — | ||
| Q4 25 | 6.5% | 2.3% | ||
| Q3 25 | 16.1% | 2.0% | ||
| Q2 25 | 10.2% | 6.1% | ||
| Q1 25 | 9.0% | 0.7% | ||
| Q4 24 | 14.3% | 6.2% | ||
| Q3 24 | 13.1% | 8.4% | ||
| Q2 24 | 0.6% | 5.3% |
净利率
ENPH
RNGR
| Q1 26 | -2.6% | — | ||
| Q4 25 | 11.3% | 2.3% | ||
| Q3 25 | 16.2% | 0.9% | ||
| Q2 25 | 10.2% | 5.2% | ||
| Q1 25 | 8.3% | 0.4% | ||
| Q4 24 | 16.2% | 4.1% | ||
| Q3 24 | 12.0% | 5.7% | ||
| Q2 24 | 3.6% | 3.4% |
每股收益(稀释后)
ENPH
RNGR
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.29 | $0.14 | ||
| Q3 25 | $0.50 | $0.05 | ||
| Q2 25 | $0.28 | $0.32 | ||
| Q1 25 | $0.22 | $0.03 | ||
| Q4 24 | $0.46 | $0.24 | ||
| Q3 24 | $0.33 | $0.39 | ||
| Q2 24 | $0.08 | $0.21 |
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 | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $300.1M |
| 总资产 | $2.7B | $419.3M |
| 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
RNGR
| Q1 26 | $497.5M | — | ||
| Q4 25 | $1.5B | $10.3M | ||
| Q3 25 | $1.5B | $45.2M | ||
| Q2 25 | $1.5B | $48.9M | ||
| Q1 25 | $1.5B | $40.3M | ||
| Q4 24 | $1.6B | $40.9M | ||
| Q3 24 | $1.8B | $14.8M | ||
| Q2 24 | $1.6B | $8.7M |
总债务
ENPH
RNGR
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.3B | $0 | ||
| Q3 24 | $1.3B | $0 | ||
| Q2 24 | $1.3B | $0 |
股东权益
ENPH
RNGR
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $300.1M | ||
| Q3 25 | $995.0M | $270.0M | ||
| Q2 25 | $880.6M | $276.9M | ||
| Q1 25 | $810.7M | $272.6M | ||
| Q4 24 | $833.0M | $273.8M | ||
| Q3 24 | $931.4M | $267.6M | ||
| Q2 24 | $884.5M | $260.5M |
总资产
ENPH
RNGR
| Q1 26 | $2.7B | — | ||
| Q4 25 | $3.5B | $419.3M | ||
| Q3 25 | $3.3B | $372.8M | ||
| Q2 25 | $3.2B | $381.7M | ||
| Q1 25 | $3.1B | $376.5M | ||
| Q4 24 | $3.2B | $381.6M | ||
| Q3 24 | $3.3B | $373.9M | ||
| Q2 24 | $3.2B | $359.6M |
负债/权益比
ENPH
RNGR
| Q1 26 | — | — | ||
| Q4 25 | 1.11× | — | ||
| Q3 25 | 1.21× | — | ||
| Q2 25 | 1.37× | — | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.56× | 0.00× | ||
| Q3 24 | 1.40× | 0.00× | ||
| Q2 24 | 1.47× | 0.00× |
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 | $24.1M |
| 自由现金流经营现金流 - 资本支出 | $83.0M | $17.1M |
| 自由现金流率自由现金流/营收 | 29.3% | 12.0% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 现金转化率经营现金流/净利润 | — | 7.53× |
| 过去12个月自由现金流最近4个季度 | $145.1M | $42.9M |
8季度趋势,按日历期对齐
经营现金流
ENPH
RNGR
| Q1 26 | $102.9M | — | ||
| Q4 25 | $47.6M | $24.1M | ||
| Q3 25 | $13.9M | $13.6M | ||
| Q2 25 | $26.6M | $20.7M | ||
| Q1 25 | $48.4M | $10.6M | ||
| Q4 24 | $167.3M | $32.7M | ||
| Q3 24 | $170.1M | $17.7M | ||
| Q2 24 | $127.1M | $22.1M |
自由现金流
ENPH
RNGR
| Q1 26 | $83.0M | — | ||
| Q4 25 | $37.8M | $17.1M | ||
| Q3 25 | $5.9M | $8.0M | ||
| Q2 25 | $18.4M | $14.4M | ||
| Q1 25 | $33.8M | $3.4M | ||
| Q4 24 | $159.2M | $27.3M | ||
| Q3 24 | $161.6M | $10.8M | ||
| Q2 24 | $117.4M | $6.8M |
自由现金流率
ENPH
RNGR
| Q1 26 | 29.3% | — | ||
| Q4 25 | 11.0% | 12.0% | ||
| Q3 25 | 1.4% | 6.2% | ||
| Q2 25 | 5.1% | 10.2% | ||
| Q1 25 | 9.5% | 2.5% | ||
| Q4 24 | 41.6% | 19.1% | ||
| Q3 24 | 42.4% | 7.1% | ||
| Q2 24 | 38.7% | 4.9% |
资本支出强度
ENPH
RNGR
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | 4.9% | ||
| Q3 25 | 2.0% | 4.3% | ||
| Q2 25 | 2.3% | 4.5% | ||
| Q1 25 | 4.1% | 5.3% | ||
| Q4 24 | 2.1% | 3.8% | ||
| Q3 24 | 2.2% | 4.5% | ||
| Q2 24 | 3.2% | 11.1% |
现金转化率
ENPH
RNGR
| Q1 26 | — | — | ||
| Q4 25 | 1.23× | 7.53× | ||
| Q3 25 | 0.21× | 11.33× | ||
| Q2 25 | 0.72× | 2.84× | ||
| Q1 25 | 1.63× | 17.67× | ||
| Q4 24 | 2.69× | 5.64× | ||
| Q3 24 | 3.72× | 2.03× | ||
| Q2 24 | 11.73× | 4.70× |
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
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |