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艾诺斯（ENS）与Enovix Corp（ENVX）财务数据对比。点击上方公司名可切换其他公司
艾诺斯的季度营收约是Enovix Corp的81.6倍（$919.1M vs $11.3M）。艾诺斯净利率更高（9.8% vs -310.6%，领先320.4%）。Enovix Corp同比增速更快（15.9% vs 1.4%）。艾诺斯自由现金流更多（$171.3M vs $-28.0M）。过去两年Enovix Corp的营收复合增速更高（46.2% vs 0.5%）
艾诺斯是全球领先的工业储能系统及技术供应商，主营备用电源、动力电源类电池的生产，同时还提供电池充电器、电力设备、电池配件及户外设备防护机箱等相关产品，可充分满足各类工业场景的储能需求。
Enovix Corp是一家领先的先进电池技术企业，专注于研发和生产高能量密度3D硅负极锂离子电池，产品应用覆盖消费电子、可穿戴设备、电动汽车及可再生能源存储领域，服务全球多个区域市场。
ENS vs ENVX — 直观对比
营收规模更大
ENS
是对方的81.6倍
$11.3M
营收增速更快
ENVX
高出14.5%
1.4%
净利率更高
ENS
高出320.4%
-310.6%
自由现金流更多
ENS
多$199.3M
$-28.0M
两年增速更快
ENVX
近两年复合增速
0.5%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $919.1M | $11.3M |
| 净利润 | $90.4M | $-35.0M |
| 毛利率 | 30.1% | 22.2% |
| 营业利润率 | 13.5% | -390.5% |
| 净利率 | 9.8% | -310.6% |
| 营收同比 | 1.4% | 15.9% |
| 净利润同比 | -21.3% | 6.6% |
| 每股收益（稀释后） | $2.40 | $-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ENSENVX
| Q4 25 | $919.1M | $11.3M | ||
| Q3 25 | $951.3M | $8.0M | ||
| Q2 25 | $893.0M | $7.5M | ||
| Q1 25 | $974.8M | $5.1M | ||
| Q4 24 | $906.2M | $9.7M | ||
| Q3 24 | $883.7M | $4.3M | ||
| Q2 24 | $852.9M | $3.8M | ||
| Q1 24 | $910.7M | $5.3M |
净利润ENSENVX
| Q4 25 | $90.4M | $-35.0M | ||
| Q3 25 | $68.4M | $-53.7M | ||
| Q2 25 | $57.5M | $-44.5M | ||
| Q1 25 | $96.5M | $-23.5M | ||
| Q4 24 | $114.8M | $-37.5M | ||
| Q3 24 | $82.3M | $-22.5M | ||
| Q2 24 | $70.1M | $-115.9M | ||
| Q1 24 | $60.9M | $-46.4M |
毛利率ENSENVX
| Q4 25 | 30.1% | 22.2% | ||
| Q3 25 | 29.1% | 17.5% | ||
| Q2 25 | 28.4% | 26.0% | ||
| Q1 25 | 31.2% | 5.1% | ||
| Q4 24 | 32.9% | 10.8% | ||
| Q3 24 | 28.5% | -14.9% | ||
| Q2 24 | 27.9% | -17.4% | ||
| Q1 24 | 27.9% | -34.1% |
营业利润率ENSENVX
| Q4 25 | 13.5% | -390.5% | ||
| Q3 25 | 9.7% | -587.9% | ||
| Q2 25 | 9.7% | -585.6% | ||
| Q1 25 | 13.5% | -834.8% | ||
| Q4 24 | 15.7% | -355.2% | ||
| Q3 24 | 11.2% | -1141.2% | ||
| Q2 24 | 10.7% | -2355.4% | ||
| Q1 24 | 8.9% | -1330.3% |
净利率ENSENVX
| Q4 25 | 9.8% | -310.6% | ||
| Q3 25 | 7.2% | -672.3% | ||
| Q2 25 | 6.4% | -596.3% | ||
| Q1 25 | 9.9% | -461.2% | ||
| Q4 24 | 12.7% | -385.6% | ||
| Q3 24 | 9.3% | -522.0% | ||
| Q2 24 | 8.2% | -3075.2% | ||
| Q1 24 | 6.7% | -879.5% |
每股收益（稀释后）ENSENVX
| Q4 25 | $2.40 | $-0.14 | ||
| Q3 25 | $1.80 | $-0.27 | ||
| Q2 25 | $1.46 | $-0.22 | ||
| Q1 25 | $2.39 | $-0.12 | ||
| Q4 24 | $2.88 | $0.00 | ||
| Q3 24 | $2.01 | $-0.28 | ||
| Q2 24 | $1.71 | $-0.63 | ||
| Q1 24 | $1.48 | $-0.28 |
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 | $450.1M | $512.0M |
| 总债务越低越好 | — | $519.5M |
| 股东权益账面价值 | $1.9B | $271.2M |
| 总资产 | $4.0B | $879.0M |
| 负债/权益比越低杠杆越低 | — | 1.92× |
8季度趋势，按日历期对齐
现金及短期投资ENSENVX
| Q4 25 | $450.1M | $512.0M | ||
| Q3 25 | $388.6M | $558.8M | ||
| Q2 25 | $346.7M | $203.4M | ||
| Q1 25 | $343.1M | $248.2M | ||
| Q4 24 | $463.2M | $272.9M | ||
| Q3 24 | $407.9M | $200.9M | ||
| Q2 24 | $344.1M | $249.9M | ||
| Q1 24 | $333.3M | $262.4M |
总债务ENSENVX
| Q4 25 | — | $519.5M | ||
| Q3 25 | — | $518.6M | ||
| Q2 25 | — | $169.7M | ||
| Q1 25 | $1.1B | $169.4M | ||
| Q4 24 | — | $170.0M | ||
| Q3 24 | — | $168.9M | ||
| Q2 24 | — | $170.1M | ||
| Q1 24 | $802.0M | $169.8M |
股东权益ENSENVX
| Q4 25 | $1.9B | $271.2M | ||
| Q3 25 | $1.9B | $294.3M | ||
| Q2 25 | $1.9B | $203.7M | ||
| Q1 25 | $1.9B | $235.1M | ||
| Q4 24 | $1.8B | $246.7M | ||
| Q3 24 | $1.8B | $167.6M | ||
| Q2 24 | $1.8B | $170.3M | ||
| Q1 24 | $1.8B | $229.3M |
总资产ENSENVX
| Q4 25 | $4.0B | $879.0M | ||
| Q3 25 | $4.1B | $913.7M | ||
| Q2 25 | $4.1B | $469.1M | ||
| Q1 25 | $4.0B | $499.0M | ||
| Q4 24 | $4.0B | $527.2M | ||
| Q3 24 | $4.0B | $448.0M | ||
| Q2 24 | $3.6B | $489.0M | ||
| Q1 24 | $3.5B | $508.9M |
负债/权益比ENSENVX
| Q4 25 | — | 1.92× | ||
| Q3 25 | — | 1.76× | ||
| Q2 25 | — | 0.83× | ||
| Q1 25 | 0.57× | 0.72× | ||
| Q4 24 | — | 0.69× | ||
| Q3 24 | — | 1.01× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | 0.46× | 0.74× |
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 | $184.6M | $-27.0M |
| 自由现金流经营现金流 - 资本支出 | $171.3M | $-28.0M |
| 自由现金流率自由现金流/营收 | 18.6% | -248.6% |
| 资本支出强度资本支出/营收 | 1.4% | 8.9% |
| 现金转化率经营现金流/净利润 | 2.04× | — |
| 过去12个月自由现金流最近4个季度 | $441.3M | $-113.5M |
8季度趋势，按日历期对齐
经营现金流ENSENVX
| Q4 25 | $184.6M | $-27.0M | ||
| Q3 25 | $218.0M | $-25.5M | ||
| Q2 25 | $968.0K | $-25.9M | ||
| Q1 25 | $135.2M | $-16.9M | ||
| Q4 24 | $81.1M | $-16.0M | ||
| Q3 24 | $33.6M | $-30.7M | ||
| Q2 24 | $10.4M | $-26.9M | ||
| Q1 24 | — | $-35.0M |
自由现金流ENSENVX
| Q4 25 | $171.3M | $-28.0M | ||
| Q3 25 | $197.1M | $-28.5M | ||
| Q2 25 | $-32.1M | $-33.8M | ||
| Q1 25 | $104.9M | $-23.2M | ||
| Q4 24 | $56.8M | $-32.3M | ||
| Q3 24 | $3.3M | $-50.2M | ||
| Q2 24 | $-25.7M | $-52.2M | ||
| Q1 24 | — | $-50.1M |
自由现金流率ENSENVX
| Q4 25 | 18.6% | -248.6% | ||
| Q3 25 | 20.7% | -356.7% | ||
| Q2 25 | -3.6% | -453.0% | ||
| Q1 25 | 10.8% | -454.7% | ||
| Q4 24 | 6.3% | -332.6% | ||
| Q3 24 | 0.4% | -1163.2% | ||
| Q2 24 | -3.0% | -1384.2% | ||
| Q1 24 | — | -950.9% |
资本支出强度ENSENVX
| Q4 25 | 1.4% | 8.9% | ||
| Q3 25 | 2.2% | 37.2% | ||
| Q2 25 | 3.7% | 106.7% | ||
| Q1 25 | 3.1% | 123.0% | ||
| Q4 24 | 2.7% | 168.3% | ||
| Q3 24 | 3.4% | 452.5% | ||
| Q2 24 | 4.2% | 669.0% | ||
| Q1 24 | — | 286.2% |
现金转化率ENSENVX
| Q4 25 | 2.04× | — | ||
| Q3 25 | 3.19× | — | ||
| Q2 25 | 0.02× | — | ||
| Q1 25 | 1.40× | — | ||
| Q4 24 | 0.71× | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.15× | — | ||
| Q1 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
ENS
| Energy Systems | $399.5M | 43% |
| Motive Power | $352.0M | 38% |
| Services | $92.6M | 10% |
| Transferred Over Time | $38.2M | 4% |
| Other | $36.8M | 4% |
ENVX
暂无分部数据
