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艾诺斯（ENS）与STARWOOD PROPERTY TRUST, INC.（STWD）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STARWOOD PROPERTY TRUST, INC.的1.9倍（$919.1M vs $492.9M），STARWOOD PROPERTY TRUST, INC.净利率更高（19.7% vs 9.8%，领先9.8%），STARWOOD PROPERTY TRUST, INC.同比增速更快（8.5% vs 1.4%），过去两年艾诺斯的营收复合增速更高（0.5% vs -2.9%）
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。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
ENS vs STWD — 直观对比
营收规模更大
ENS
是对方的1.9倍
$492.9M
营收增速更快
STWD
高出7.1%
1.4%
净利率更高
STWD
高出9.8%
9.8%
两年增速更快
ENS
近两年复合增速
-2.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $919.1M | $492.9M |
| 净利润 | $90.4M | $96.9M |
| 毛利率 | 30.1% | — |
| 营业利润率 | 13.5% | 26.6% |
| 净利率 | 9.8% | 19.7% |
| 营收同比 | 1.4% | 8.5% |
| 净利润同比 | -21.3% | 87.7% |
| 每股收益（稀释后） | $2.40 | $0.25 |
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ENSSTWD
| Q4 25 | $919.1M | $492.9M | ||
| Q3 25 | $951.3M | $488.9M | ||
| Q2 25 | $893.0M | $444.3M | ||
| Q1 25 | $974.8M | $418.2M | ||
| Q4 24 | $906.2M | $454.4M | ||
| Q3 24 | $883.7M | $479.5M | ||
| Q2 24 | $852.9M | $489.8M | ||
| Q1 24 | $910.7M | $523.1M |
净利润ENSSTWD
| Q4 25 | $90.4M | $96.9M | ||
| Q3 25 | $68.4M | $72.6M | ||
| Q2 25 | $57.5M | $129.8M | ||
| Q1 25 | $96.5M | $112.3M | ||
| Q4 24 | $114.8M | $51.6M | ||
| Q3 24 | $82.3M | $76.1M | ||
| Q2 24 | $70.1M | $77.9M | ||
| Q1 24 | $60.9M | $154.3M |
毛利率ENSSTWD
| Q4 25 | 30.1% | — | ||
| Q3 25 | 29.1% | — | ||
| Q2 25 | 28.4% | — | ||
| Q1 25 | 31.2% | — | ||
| Q4 24 | 32.9% | — | ||
| Q3 24 | 28.5% | — | ||
| Q2 24 | 27.9% | — | ||
| Q1 24 | 27.9% | — |
营业利润率ENSSTWD
| Q4 25 | 13.5% | 26.6% | ||
| Q3 25 | 9.7% | 19.1% | ||
| Q2 25 | 9.7% | 30.5% | ||
| Q1 25 | 13.5% | 28.7% | ||
| Q4 24 | 15.7% | 15.1% | ||
| Q3 24 | 11.2% | 17.2% | ||
| Q2 24 | 10.7% | 19.1% | ||
| Q1 24 | 8.9% | 30.8% |
净利率ENSSTWD
| Q4 25 | 9.8% | 19.7% | ||
| Q3 25 | 7.2% | 14.8% | ||
| Q2 25 | 6.4% | 29.2% | ||
| Q1 25 | 9.9% | 26.8% | ||
| Q4 24 | 12.7% | 11.4% | ||
| Q3 24 | 9.3% | 15.9% | ||
| Q2 24 | 8.2% | 15.9% | ||
| Q1 24 | 6.7% | 29.5% |
每股收益（稀释后）ENSSTWD
| Q4 25 | $2.40 | $0.25 | ||
| Q3 25 | $1.80 | $0.19 | ||
| Q2 25 | $1.46 | $0.38 | ||
| Q1 25 | $2.39 | $0.33 | ||
| Q4 24 | $2.88 | $0.15 | ||
| Q3 24 | $2.01 | $0.23 | ||
| Q2 24 | $1.71 | $0.24 | ||
| Q1 24 | $1.48 | $0.48 |
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 | $499.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $6.8B |
| 总资产 | $4.0B | $63.2B |
| 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ENSSTWD
| Q4 25 | $450.1M | $499.5M | ||
| Q3 25 | $388.6M | $301.1M | ||
| Q2 25 | $346.7M | $259.9M | ||
| Q1 25 | $343.1M | $440.6M | ||
| Q4 24 | $463.2M | $377.8M | ||
| Q3 24 | $407.9M | $357.9M | ||
| Q2 24 | $344.1M | $259.3M | ||
| Q1 24 | $333.3M | $327.4M |
总债务ENSSTWD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $802.0M | — |
股东权益ENSSTWD
| Q4 25 | $1.9B | $6.8B | ||
| Q3 25 | $1.9B | $6.9B | ||
| Q2 25 | $1.9B | $6.4B | ||
| Q1 25 | $1.9B | $6.4B | ||
| Q4 24 | $1.8B | $6.4B | ||
| Q3 24 | $1.8B | $6.5B | ||
| Q2 24 | $1.8B | $6.2B | ||
| Q1 24 | $1.8B | $6.3B |
总资产ENSSTWD
| Q4 25 | $4.0B | $63.2B | ||
| Q3 25 | $4.1B | $62.4B | ||
| Q2 25 | $4.1B | $62.4B | ||
| Q1 25 | $4.0B | $62.2B | ||
| Q4 24 | $4.0B | $62.6B | ||
| Q3 24 | $4.0B | $64.2B | ||
| Q2 24 | $3.6B | $64.1B | ||
| Q1 24 | $3.5B | $66.2B |
负债/权益比ENSSTWD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.57× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.46× | — |
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 | $488.8M |
| 自由现金流经营现金流 - 资本支出 | $171.3M | — |
| 自由现金流率自由现金流/营收 | 18.6% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 2.04× | 5.04× |
| 过去12个月自由现金流最近4个季度 | $441.3M | — |
8季度趋势，按日历期对齐
经营现金流ENSSTWD
| Q4 25 | $184.6M | $488.8M | ||
| Q3 25 | $218.0M | $337.6M | ||
| Q2 25 | $968.0K | $-87.4M | ||
| Q1 25 | $135.2M | $238.9M | ||
| Q4 24 | $81.1M | $295.6M | ||
| Q3 24 | $33.6M | $241.8M | ||
| Q2 24 | $10.4M | $53.3M | ||
| Q1 24 | — | $55.9M |
自由现金流ENSSTWD
| Q4 25 | $171.3M | — | ||
| Q3 25 | $197.1M | — | ||
| Q2 25 | $-32.1M | — | ||
| Q1 25 | $104.9M | — | ||
| Q4 24 | $56.8M | — | ||
| Q3 24 | $3.3M | — | ||
| Q2 24 | $-25.7M | — | ||
| Q1 24 | — | — |
自由现金流率ENSSTWD
| Q4 25 | 18.6% | — | ||
| Q3 25 | 20.7% | — | ||
| Q2 25 | -3.6% | — | ||
| Q1 25 | 10.8% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | -3.0% | — | ||
| Q1 24 | — | — |
资本支出强度ENSSTWD
| Q4 25 | 1.4% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 3.4% | — | ||
| Q2 24 | 4.2% | — | ||
| Q1 24 | — | — |
现金转化率ENSSTWD
| Q4 25 | 2.04× | 5.04× | ||
| Q3 25 | 3.19× | 4.65× | ||
| Q2 25 | 0.02× | -0.67× | ||
| Q1 25 | 1.40× | 2.13× | ||
| Q4 24 | 0.71× | 5.72× | ||
| Q3 24 | 0.41× | 3.18× | ||
| Q2 24 | 0.15× | 0.68× | ||
| Q1 24 | — | 0.36× |
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% |
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
