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艾诺斯（ENS）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是艾诺斯的1.5倍（$1.4B vs $919.1M），瑞思迈净利率更高（27.6% vs 9.8%，领先17.8%），瑞思迈同比增速更快（11.0% vs 1.4%），瑞思迈自由现金流更多（$311.2M vs $171.3M），过去两年瑞思迈的营收复合增速更高（9.0% 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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
ENS vs RMD — 直观对比
营收规模更大
RMD
是对方的1.5倍
$919.1M
营收增速更快
RMD
高出9.5%
1.4%
净利率更高
RMD
高出17.8%
9.8%
自由现金流更多
RMD
多$139.9M
$171.3M
两年增速更快
RMD
近两年复合增速
0.5%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $919.1M | $1.4B |
| 净利润 | $90.4M | $392.6M |
| 毛利率 | 30.1% | 61.8% |
| 营业利润率 | 13.5% | 34.6% |
| 净利率 | 9.8% | 27.6% |
| 营收同比 | 1.4% | 11.0% |
| 净利润同比 | -21.3% | 13.9% |
| 每股收益（稀释后） | $2.40 | $2.68 |
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ENSRMD
| Q4 25 | $919.1M | $1.4B | ||
| Q3 25 | $951.3M | $1.3B | ||
| Q2 25 | $893.0M | $1.3B | ||
| Q1 25 | $974.8M | $1.3B | ||
| Q4 24 | $906.2M | $1.3B | ||
| Q3 24 | $883.7M | $1.2B | ||
| Q2 24 | $852.9M | $1.2B | ||
| Q1 24 | $910.7M | $1.2B |
净利润ENSRMD
| Q4 25 | $90.4M | $392.6M | ||
| Q3 25 | $68.4M | $348.5M | ||
| Q2 25 | $57.5M | $379.7M | ||
| Q1 25 | $96.5M | $365.0M | ||
| Q4 24 | $114.8M | $344.6M | ||
| Q3 24 | $82.3M | $311.4M | ||
| Q2 24 | $70.1M | $292.2M | ||
| Q1 24 | $60.9M | $300.5M |
毛利率ENSRMD
| Q4 25 | 30.1% | 61.8% | ||
| Q3 25 | 29.1% | 61.5% | ||
| Q2 25 | 28.4% | 60.8% | ||
| Q1 25 | 31.2% | 59.3% | ||
| Q4 24 | 32.9% | 58.6% | ||
| Q3 24 | 28.5% | 58.6% | ||
| Q2 24 | 27.9% | 58.5% | ||
| Q1 24 | 27.9% | 57.9% |
营业利润率ENSRMD
| Q4 25 | 13.5% | 34.6% | ||
| Q3 25 | 9.7% | 33.4% | ||
| Q2 25 | 9.7% | 33.7% | ||
| Q1 25 | 13.5% | 33.0% | ||
| Q4 24 | 15.7% | 32.5% | ||
| Q3 24 | 11.2% | 31.6% | ||
| Q2 24 | 10.7% | 31.2% | ||
| Q1 24 | 8.9% | 31.3% |
净利率ENSRMD
| Q4 25 | 9.8% | 27.6% | ||
| Q3 25 | 7.2% | 26.1% | ||
| Q2 25 | 6.4% | 28.2% | ||
| Q1 25 | 9.9% | 28.3% | ||
| Q4 24 | 12.7% | 26.9% | ||
| Q3 24 | 9.3% | 25.4% | ||
| Q2 24 | 8.2% | 23.9% | ||
| Q1 24 | 6.7% | 25.1% |
每股收益（稀释后）ENSRMD
| Q4 25 | $2.40 | $2.68 | ||
| Q3 25 | $1.80 | $2.37 | ||
| Q2 25 | $1.46 | $2.58 | ||
| Q1 25 | $2.39 | $2.48 | ||
| Q4 24 | $2.88 | $2.34 | ||
| Q3 24 | $2.01 | $2.11 | ||
| Q2 24 | $1.71 | $1.97 | ||
| Q1 24 | $1.48 | $2.04 |
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 | $1.4B |
| 总债务越低越好 | — | $403.9M |
| 股东权益账面价值 | $1.9B | $6.3B |
| 总资产 | $4.0B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资ENSRMD
| Q4 25 | $450.1M | $1.4B | ||
| Q3 25 | $388.6M | $1.4B | ||
| Q2 25 | $346.7M | $1.2B | ||
| Q1 25 | $343.1M | $932.7M | ||
| Q4 24 | $463.2M | $521.9M | ||
| Q3 24 | $407.9M | $426.4M | ||
| Q2 24 | $344.1M | $238.4M | ||
| Q1 24 | $333.3M | $237.9M |
总债务ENSRMD
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | $1.1B | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M | ||
| Q2 24 | — | $697.3M | ||
| Q1 24 | $802.0M | $997.0M |
股东权益ENSRMD
| Q4 25 | $1.9B | $6.3B | ||
| Q3 25 | $1.9B | $6.1B | ||
| Q2 25 | $1.9B | $6.0B | ||
| Q1 25 | $1.9B | $5.5B | ||
| Q4 24 | $1.8B | $5.3B | ||
| Q3 24 | $1.8B | $5.2B | ||
| Q2 24 | $1.8B | $4.9B | ||
| Q1 24 | $1.8B | $4.6B |
总资产ENSRMD
| Q4 25 | $4.0B | $8.5B | ||
| Q3 25 | $4.1B | $8.3B | ||
| Q2 25 | $4.1B | $8.2B | ||
| Q1 25 | $4.0B | $7.6B | ||
| Q4 24 | $4.0B | $7.1B | ||
| Q3 24 | $4.0B | $7.2B | ||
| Q2 24 | $3.6B | $6.9B | ||
| Q1 24 | $3.5B | $6.8B |
负债/权益比ENSRMD
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | 0.57× | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | 0.46× | 0.22× |
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 | $339.7M |
| 自由现金流经营现金流 - 资本支出 | $171.3M | $311.2M |
| 自由现金流率自由现金流/营收 | 18.6% | 21.9% |
| 资本支出强度资本支出/营收 | 1.4% | 2.0% |
| 现金转化率经营现金流/净利润 | 2.04× | 0.87× |
| 过去12个月自由现金流最近4个季度 | $441.3M | $1.8B |
8季度趋势，按日历期对齐
经营现金流ENSRMD
| Q4 25 | $184.6M | $339.7M | ||
| Q3 25 | $218.0M | $457.3M | ||
| Q2 25 | $968.0K | $538.8M | ||
| Q1 25 | $135.2M | $578.7M | ||
| Q4 24 | $81.1M | $308.6M | ||
| Q3 24 | $33.6M | $325.5M | ||
| Q2 24 | $10.4M | $440.1M | ||
| Q1 24 | — | $402.0M |
自由现金流ENSRMD
| Q4 25 | $171.3M | $311.2M | ||
| Q3 25 | $197.1M | $414.4M | ||
| Q2 25 | $-32.1M | $508.2M | ||
| Q1 25 | $104.9M | $557.9M | ||
| Q4 24 | $56.8M | $288.0M | ||
| Q3 24 | $3.3M | $307.7M | ||
| Q2 24 | $-25.7M | $415.2M | ||
| Q1 24 | — | $380.8M |
自由现金流率ENSRMD
| Q4 25 | 18.6% | 21.9% | ||
| Q3 25 | 20.7% | 31.0% | ||
| Q2 25 | -3.6% | 37.7% | ||
| Q1 25 | 10.8% | 43.2% | ||
| Q4 24 | 6.3% | 22.5% | ||
| Q3 24 | 0.4% | 25.1% | ||
| Q2 24 | -3.0% | 33.9% | ||
| Q1 24 | — | 31.8% |
资本支出强度ENSRMD
| Q4 25 | 1.4% | 2.0% | ||
| Q3 25 | 2.2% | 3.2% | ||
| Q2 25 | 3.7% | 2.3% | ||
| Q1 25 | 3.1% | 1.6% | ||
| Q4 24 | 2.7% | 1.6% | ||
| Q3 24 | 3.4% | 1.5% | ||
| Q2 24 | 4.2% | 2.0% | ||
| Q1 24 | — | 1.8% |
现金转化率ENSRMD
| Q4 25 | 2.04× | 0.87× | ||
| Q3 25 | 3.19× | 1.31× | ||
| Q2 25 | 0.02× | 1.42× | ||
| Q1 25 | 1.40× | 1.59× | ||
| Q4 24 | 0.71× | 0.90× | ||
| Q3 24 | 0.41× | 1.05× | ||
| Q2 24 | 0.15× | 1.51× | ||
| Q1 24 | — | 1.34× |
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% |
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
