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艾诺斯（ENS）与Toast, Inc.（TOST）财务数据对比。点击上方公司名可切换其他公司
Toast, Inc.的季度营收约是艾诺斯的1.8倍（$1.6B vs $919.1M），艾诺斯净利率更高（9.8% vs 6.2%，领先3.6%），Toast, Inc.同比增速更快（22.0% vs 1.4%），Toast, Inc.自由现金流更多（$178.0M vs $171.3M），过去两年Toast, Inc.的营收复合增速更高（23.3% 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。
Toast, Inc.是总部位于美国马萨诸塞州波士顿的云餐饮管理软件企业，主打基于安卓操作系统研发的一体化销售点（POS）系统，可为餐饮商家提供涵盖收银、订单管理等在内的全场景门店经营解决方案。
ENS vs TOST — 直观对比
营收规模更大
TOST
是对方的1.8倍
$919.1M
营收增速更快
TOST
高出20.6%
1.4%
净利率更高
ENS
高出3.6%
6.2%
自由现金流更多
TOST
多$6.7M
$171.3M
两年增速更快
TOST
近两年复合增速
0.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $919.1M | $1.6B |
| 净利润 | $90.4M | $101.0M |
| 毛利率 | 30.1% | 25.9% |
| 营业利润率 | 13.5% | 5.2% |
| 净利率 | 9.8% | 6.2% |
| 营收同比 | 1.4% | 22.0% |
| 净利润同比 | -21.3% | 215.6% |
| 每股收益（稀释后） | $2.40 | $0.18 |
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ENSTOST
| Q4 25 | $919.1M | $1.6B | ||
| Q3 25 | $951.3M | $1.6B | ||
| Q2 25 | $893.0M | $1.6B | ||
| Q1 25 | $974.8M | $1.3B | ||
| Q4 24 | $906.2M | $1.3B | ||
| Q3 24 | $883.7M | $1.3B | ||
| Q2 24 | $852.9M | $1.2B | ||
| Q1 24 | $910.7M | $1.1B |
净利润ENSTOST
| Q4 25 | $90.4M | $101.0M | ||
| Q3 25 | $68.4M | $105.0M | ||
| Q2 25 | $57.5M | $80.0M | ||
| Q1 25 | $96.5M | $56.0M | ||
| Q4 24 | $114.8M | $32.0M | ||
| Q3 24 | $82.3M | $56.0M | ||
| Q2 24 | $70.1M | $14.0M | ||
| Q1 24 | $60.9M | $-83.0M |
毛利率ENSTOST
| Q4 25 | 30.1% | 25.9% | ||
| Q3 25 | 29.1% | 26.5% | ||
| Q2 25 | 28.4% | 25.3% | ||
| Q1 25 | 31.2% | 25.9% | ||
| Q4 24 | 32.9% | 24.9% | ||
| Q3 24 | 28.5% | 24.7% | ||
| Q2 24 | 27.9% | 23.0% | ||
| Q1 24 | 27.9% | 23.2% |
营业利润率ENSTOST
| Q4 25 | 13.5% | 5.2% | ||
| Q3 25 | 9.7% | 5.1% | ||
| Q2 25 | 9.7% | 5.2% | ||
| Q1 25 | 13.5% | 3.2% | ||
| Q4 24 | 15.7% | 2.5% | ||
| Q3 24 | 11.2% | 2.6% | ||
| Q2 24 | 10.7% | 0.4% | ||
| Q1 24 | 8.9% | -5.2% |
净利率ENSTOST
| Q4 25 | 9.8% | 6.2% | ||
| Q3 25 | 7.2% | 6.4% | ||
| Q2 25 | 6.4% | 5.2% | ||
| Q1 25 | 9.9% | 4.2% | ||
| Q4 24 | 12.7% | 2.4% | ||
| Q3 24 | 9.3% | 4.3% | ||
| Q2 24 | 8.2% | 1.1% | ||
| Q1 24 | 6.7% | -7.7% |
每股收益（稀释后）ENSTOST
| Q4 25 | $2.40 | $0.18 | ||
| Q3 25 | $1.80 | $0.16 | ||
| Q2 25 | $1.46 | $0.13 | ||
| Q1 25 | $2.39 | $0.09 | ||
| Q4 24 | $2.88 | $0.09 | ||
| Q3 24 | $2.01 | $0.07 | ||
| Q2 24 | $1.71 | $0.02 | ||
| Q1 24 | $1.48 | $-0.15 |
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 | — | — |
| 股东权益账面价值 | $1.9B | $2.1B |
| 总资产 | $4.0B | $3.1B |
| 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ENSTOST
| Q4 25 | $450.1M | $1.4B | ||
| Q3 25 | $388.6M | $1.4B | ||
| Q2 25 | $346.7M | $1.2B | ||
| Q1 25 | $343.1M | $1.0B | ||
| Q4 24 | $463.2M | $903.0M | ||
| Q3 24 | $407.9M | $761.0M | ||
| Q2 24 | $344.1M | $691.0M | ||
| Q1 24 | $333.3M | $578.0M |
总债务ENSTOST
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $802.0M | — |
股东权益ENSTOST
| Q4 25 | $1.9B | $2.1B | ||
| Q3 25 | $1.9B | $2.0B | ||
| Q2 25 | $1.9B | $1.8B | ||
| Q1 25 | $1.9B | $1.7B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.8B | $1.3B | ||
| Q1 24 | $1.8B | $1.2B |
总资产ENSTOST
| Q4 25 | $4.0B | $3.1B | ||
| Q3 25 | $4.1B | $3.0B | ||
| Q2 25 | $4.1B | $2.8B | ||
| Q1 25 | $4.0B | $2.6B | ||
| Q4 24 | $4.0B | $2.4B | ||
| Q3 24 | $4.0B | $2.2B | ||
| Q2 24 | $3.6B | $2.2B | ||
| Q1 24 | $3.5B | $2.1B |
负债/权益比ENSTOST
| 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 | $194.0M |
| 自由现金流经营现金流 - 资本支出 | $171.3M | $178.0M |
| 自由现金流率自由现金流/营收 | 18.6% | 10.9% |
| 资本支出强度资本支出/营收 | 1.4% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.04× | 1.92× |
| 过去12个月自由现金流最近4个季度 | $441.3M | $608.0M |
8季度趋势，按日历期对齐
经营现金流ENSTOST
| Q4 25 | $184.6M | $194.0M | ||
| Q3 25 | $218.0M | $165.0M | ||
| Q2 25 | $968.0K | $223.0M | ||
| Q1 25 | $135.2M | $79.0M | ||
| Q4 24 | $81.1M | $147.0M | ||
| Q3 24 | $33.6M | $109.0M | ||
| Q2 24 | $10.4M | $124.0M | ||
| Q1 24 | — | $-20.0M |
自由现金流ENSTOST
| Q4 25 | $171.3M | $178.0M | ||
| Q3 25 | $197.1M | $153.0M | ||
| Q2 25 | $-32.1M | $208.0M | ||
| Q1 25 | $104.9M | $69.0M | ||
| Q4 24 | $56.8M | $134.0M | ||
| Q3 24 | $3.3M | $97.0M | ||
| Q2 24 | $-25.7M | $108.0M | ||
| Q1 24 | — | $-33.0M |
自由现金流率ENSTOST
| Q4 25 | 18.6% | 10.9% | ||
| Q3 25 | 20.7% | 9.4% | ||
| Q2 25 | -3.6% | 13.4% | ||
| Q1 25 | 10.8% | 5.2% | ||
| Q4 24 | 6.3% | 10.0% | ||
| Q3 24 | 0.4% | 7.4% | ||
| Q2 24 | -3.0% | 8.7% | ||
| Q1 24 | — | -3.1% |
资本支出强度ENSTOST
| Q4 25 | 1.4% | 1.0% | ||
| Q3 25 | 2.2% | 0.7% | ||
| Q2 25 | 3.7% | 1.0% | ||
| Q1 25 | 3.1% | 0.7% | ||
| Q4 24 | 2.7% | 1.0% | ||
| Q3 24 | 3.4% | 0.9% | ||
| Q2 24 | 4.2% | 1.3% | ||
| Q1 24 | — | 1.2% |
现金转化率ENSTOST
| Q4 25 | 2.04× | 1.92× | ||
| Q3 25 | 3.19× | 1.57× | ||
| Q2 25 | 0.02× | 2.79× | ||
| Q1 25 | 1.40× | 1.41× | ||
| Q4 24 | 0.71× | 4.59× | ||
| Q3 24 | 0.41× | 1.95× | ||
| Q2 24 | 0.15× | 8.86× | ||
| 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% |
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
