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艾诺斯（ENS）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是艾诺斯的1.1倍（$1.0B vs $919.1M），艾诺斯净利率更高（9.8% vs 7.6%，领先2.2%），思佳讯同比增速更快（8.6% vs 1.4%），思佳讯自由现金流更多（$339.0M vs $171.3M），过去两年艾诺斯的营收复合增速更高（0.5% 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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
ENS vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.1倍
$919.1M
营收增速更快
SWKS
高出7.2%
1.4%
净利率更高
ENS
高出2.2%
7.6%
自由现金流更多
SWKS
多$167.7M
$171.3M
两年增速更快
ENS
近两年复合增速
-0.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $919.1M | $1.0B |
| 净利润 | $90.4M | $79.2M |
| 毛利率 | 30.1% | 41.3% |
| 营业利润率 | 13.5% | 10.0% |
| 净利率 | 9.8% | 7.6% |
| 营收同比 | 1.4% | 8.6% |
| 净利润同比 | -21.3% | 15.3% |
| 每股收益（稀释后） | $2.40 | $0.53 |
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ENSSWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $919.1M | $1.1B | ||
| Q3 25 | $951.3M | — | ||
| Q2 25 | $893.0M | $965.0M | ||
| Q1 25 | $974.8M | $953.2M | ||
| Q4 24 | $906.2M | $1.1B | ||
| Q3 24 | $883.7M | $1.0B | ||
| Q2 24 | $852.9M | $905.5M |
净利润ENSSWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | $90.4M | $141.4M | ||
| Q3 25 | $68.4M | — | ||
| Q2 25 | $57.5M | $105.0M | ||
| Q1 25 | $96.5M | $68.7M | ||
| Q4 24 | $114.8M | $162.0M | ||
| Q3 24 | $82.3M | $60.5M | ||
| Q2 24 | $70.1M | $120.9M |
毛利率ENSSWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | 30.1% | 40.7% | ||
| Q3 25 | 29.1% | — | ||
| Q2 25 | 28.4% | 41.6% | ||
| Q1 25 | 31.2% | 41.1% | ||
| Q4 24 | 32.9% | 41.4% | ||
| Q3 24 | 28.5% | 41.9% | ||
| Q2 24 | 27.9% | 40.2% |
营业利润率ENSSWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | 13.5% | 10.1% | ||
| Q3 25 | 9.7% | — | ||
| Q2 25 | 9.7% | 11.5% | ||
| Q1 25 | 13.5% | 10.2% | ||
| Q4 24 | 15.7% | 16.9% | ||
| Q3 24 | 11.2% | 5.8% | ||
| Q2 24 | 10.7% | 14.4% |
净利率ENSSWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | 9.8% | 12.9% | ||
| Q3 25 | 7.2% | — | ||
| Q2 25 | 6.4% | 10.9% | ||
| Q1 25 | 9.9% | 7.2% | ||
| Q4 24 | 12.7% | 15.2% | ||
| Q3 24 | 9.3% | 5.9% | ||
| Q2 24 | 8.2% | 13.4% |
每股收益（稀释后）ENSSWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | $2.40 | $0.95 | ||
| Q3 25 | $1.80 | — | ||
| Q2 25 | $1.46 | $0.70 | ||
| Q1 25 | $2.39 | $0.43 | ||
| Q4 24 | $2.88 | $1.00 | ||
| Q3 24 | $2.01 | $0.36 | ||
| Q2 24 | $1.71 | $0.75 |
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 | $1.6B |
| 总债务越低越好 | — | $496.6M |
| 股东权益账面价值 | $1.9B | $5.8B |
| 总资产 | $4.0B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资ENSSWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $450.1M | $1.4B | ||
| Q3 25 | $388.6M | — | ||
| Q2 25 | $346.7M | $1.3B | ||
| Q1 25 | $343.1M | $1.5B | ||
| Q4 24 | $463.2M | $1.7B | ||
| Q3 24 | $407.9M | $1.6B | ||
| Q2 24 | $344.1M | $1.3B |
总债务ENSSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | $1.1B | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益ENSSWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | $1.9B | $5.8B | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.9B | $5.7B | ||
| Q1 25 | $1.9B | $5.9B | ||
| Q4 24 | $1.8B | $6.4B | ||
| Q3 24 | $1.8B | $6.3B | ||
| Q2 24 | $1.8B | $6.3B |
总资产ENSSWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | $4.0B | $7.9B | ||
| Q3 25 | $4.1B | — | ||
| Q2 25 | $4.1B | $7.7B | ||
| Q1 25 | $4.0B | $7.9B | ||
| Q4 24 | $4.0B | $8.3B | ||
| Q3 24 | $4.0B | $8.3B | ||
| Q2 24 | $3.6B | $8.2B |
负债/权益比ENSSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | 0.57× | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.16× |
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 | $395.5M |
| 自由现金流经营现金流 - 资本支出 | $171.3M | $339.0M |
| 自由现金流率自由现金流/营收 | 18.6% | 32.7% |
| 资本支出强度资本支出/营收 | 1.4% | 5.5% |
| 现金转化率经营现金流/净利润 | 2.04× | 4.99× |
| 过去12个月自由现金流最近4个季度 | $441.3M | $1.1B |
8季度趋势，按日历期对齐
经营现金流ENSSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $184.6M | $200.0M | ||
| Q3 25 | $218.0M | — | ||
| Q2 25 | $968.0K | $314.2M | ||
| Q1 25 | $135.2M | $409.4M | ||
| Q4 24 | $81.1M | $377.2M | ||
| Q3 24 | $33.6M | $476.1M | ||
| Q2 24 | $10.4M | $273.4M |
自由现金流ENSSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $171.3M | $144.0M | ||
| Q3 25 | $197.1M | — | ||
| Q2 25 | $-32.1M | $252.7M | ||
| Q1 25 | $104.9M | $370.9M | ||
| Q4 24 | $56.8M | $338.2M | ||
| Q3 24 | $3.3M | $393.3M | ||
| Q2 24 | $-25.7M | $249.0M |
自由现金流率ENSSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | 18.6% | 13.1% | ||
| Q3 25 | 20.7% | — | ||
| Q2 25 | -3.6% | 26.2% | ||
| Q1 25 | 10.8% | 38.9% | ||
| Q4 24 | 6.3% | 31.7% | ||
| Q3 24 | 0.4% | 38.4% | ||
| Q2 24 | -3.0% | 27.5% |
资本支出强度ENSSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 1.4% | 5.1% | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 3.7% | 6.4% | ||
| Q1 25 | 3.1% | 4.0% | ||
| Q4 24 | 2.7% | 3.6% | ||
| Q3 24 | 3.4% | 8.1% | ||
| Q2 24 | 4.2% | 2.7% |
现金转化率ENSSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 2.04× | 1.41× | ||
| Q3 25 | 3.19× | — | ||
| Q2 25 | 0.02× | 2.99× | ||
| Q1 25 | 1.40× | 5.96× | ||
| Q4 24 | 0.71× | 2.33× | ||
| Q3 24 | 0.41× | 7.87× | ||
| Q2 24 | 0.15× | 2.26× |
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% |
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
