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ENSIGN GROUP, INC（ENSG）与通用电气医疗（OPCH）财务数据对比。点击上方公司名可切换其他公司
通用电气医疗的季度营收约是ENSIGN GROUP, INC的1.1倍（$1.4B vs $1.3B），ENSIGN GROUP, INC净利率更高（7.1% vs 3.6%，领先3.5%），ENSIGN GROUP, INC同比增速更快（19.0% vs 12.2%），过去两年ENSIGN GROUP, INC的营收复合增速更高（15.5% vs 13.0%）
Ensign Energy Services Inc.是加拿大上市油田服务提供商，成立于1987年，总部位于阿尔伯塔省卡尔加里，业务覆盖北美及全球多个市场，公司普通股在多伦多证券交易所挂牌交易，交易代码为ESI。
通用电气医疗是总部位于美国伊利诺伊州芝加哥的医疗科技企业，旗下设四大业务板块：医学影像（含分子成像、CT、磁共振、女性健康筛查及X线设备）、超声、患者护理解决方案（覆盖远程患者监测、麻醉呼吸护理、心脏病诊断、婴儿护理等）及制药相关业务。
ENSG vs OPCH — 直观对比
营收规模更大
OPCH
是对方的1.1倍
$1.3B
营收增速更快
ENSG
高出6.8%
12.2%
净利率更高
ENSG
高出3.5%
3.6%
两年增速更快
ENSG
近两年复合增速
13.0%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $95.5M | $51.8M |
| 毛利率 | 20.3% | 19.0% |
| 营业利润率 | 9.2% | 5.9% |
| 净利率 | 7.1% | 3.6% |
| 营收同比 | 19.0% | 12.2% |
| 净利润同比 | 19.8% | -3.8% |
| 每股收益（稀释后） | $1.61 | $0.32 |
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ENSGOPCH
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.0B | $1.2B | ||
| Q1 24 | $1.0B | $1.1B |
净利润ENSGOPCH
| Q4 25 | $95.5M | — | ||
| Q3 25 | $83.8M | $51.8M | ||
| Q2 25 | $84.4M | $50.5M | ||
| Q1 25 | $80.3M | $46.7M | ||
| Q4 24 | $79.7M | $60.1M | ||
| Q3 24 | $78.4M | $53.9M | ||
| Q2 24 | $71.0M | $53.0M | ||
| Q1 24 | $68.8M | $44.8M |
毛利率ENSGOPCH
| Q4 25 | 20.3% | — | ||
| Q3 25 | 19.0% | 19.0% | ||
| Q2 25 | 20.4% | 19.0% | ||
| Q1 25 | 20.9% | 19.7% | ||
| Q4 24 | 20.8% | 21.3% | ||
| Q3 24 | 20.5% | 20.1% | ||
| Q2 24 | 20.8% | 20.3% | ||
| Q1 24 | 20.9% | 20.8% |
营业利润率ENSGOPCH
| Q4 25 | 9.2% | — | ||
| Q3 25 | 7.5% | 5.9% | ||
| Q2 25 | 8.5% | 5.8% | ||
| Q1 25 | 8.6% | 5.9% | ||
| Q4 24 | 8.9% | 6.9% | ||
| Q3 24 | 8.3% | 6.7% | ||
| Q2 24 | 8.3% | 6.6% | ||
| Q1 24 | 8.1% | 6.0% |
净利率ENSGOPCH
| Q4 25 | 7.1% | — | ||
| Q3 25 | 6.5% | 3.6% | ||
| Q2 25 | 6.9% | 3.6% | ||
| Q1 25 | 6.8% | 3.5% | ||
| Q4 24 | 7.0% | 4.8% | ||
| Q3 24 | 7.3% | 4.2% | ||
| Q2 24 | 6.9% | 4.3% | ||
| Q1 24 | 6.8% | 3.9% |
每股收益（稀释后）ENSGOPCH
| Q4 25 | $1.61 | — | ||
| Q3 25 | $1.42 | $0.32 | ||
| Q2 25 | $1.44 | $0.31 | ||
| Q1 25 | $1.37 | $0.28 | ||
| Q4 24 | $1.37 | $0.36 | ||
| Q3 24 | $1.34 | $0.31 | ||
| Q2 24 | $1.22 | $0.30 | ||
| Q1 24 | $1.19 | $0.26 |
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 | $572.4M | $309.8M |
| 总债务越低越好 | $144.4M | $1.2B |
| 股东权益账面价值 | $2.2B | $1.4B |
| 总资产 | $5.5B | $3.5B |
| 负债/权益比越低杠杆越低 | 0.06× | 0.86× |
8季度趋势，按日历期对齐
现金及短期投资ENSGOPCH
| Q4 25 | $572.4M | — | ||
| Q3 25 | $506.3M | $309.8M | ||
| Q2 25 | $418.4M | $198.8M | ||
| Q1 25 | $344.5M | $171.4M | ||
| Q4 24 | $526.9M | $412.6M | ||
| Q3 24 | $571.0M | $483.0M | ||
| Q2 24 | $501.5M | $376.9M | ||
| Q1 24 | $526.3M | $219.5M |
总债务ENSGOPCH
| Q4 25 | $144.4M | — | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $148.4M | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.1B |
股东权益ENSGOPCH
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.0B | $1.4B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.8B | $1.4B | ||
| Q3 24 | $1.7B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B | ||
| Q1 24 | $1.6B | $1.4B |
总资产ENSGOPCH
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.2B | $3.5B | ||
| Q2 25 | $4.9B | $3.4B | ||
| Q1 25 | $4.8B | $3.3B | ||
| Q4 24 | $4.7B | $3.4B | ||
| Q3 24 | $4.6B | $3.4B | ||
| Q2 24 | $4.4B | $3.3B | ||
| Q1 24 | $4.3B | $3.2B |
负债/权益比ENSGOPCH
| Q4 25 | 0.06× | — | ||
| Q3 25 | — | 0.86× | ||
| Q2 25 | — | 0.82× | ||
| Q1 25 | — | 0.82× | ||
| Q4 24 | 0.08× | 0.79× | ||
| Q3 24 | — | 0.78× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 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 | $183.3M | $139.4M |
| 自由现金流经营现金流 - 资本支出 | — | $130.2M |
| 自由现金流率自由现金流/营收 | — | 9.1% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | 1.92× | 2.69× |
| 过去12个月自由现金流最近4个季度 | — | $220.7M |
8季度趋势，按日历期对齐
经营现金流ENSGOPCH
| Q4 25 | $183.3M | — | ||
| Q3 25 | $153.0M | $139.4M | ||
| Q2 25 | $155.7M | $90.3M | ||
| Q1 25 | $72.2M | $-7.2M | ||
| Q4 24 | $100.5M | $36.1M | ||
| Q3 24 | $134.5M | $160.4M | ||
| Q2 24 | $76.9M | $195.7M | ||
| Q1 24 | $35.3M | $-68.8M |
自由现金流ENSGOPCH
| Q4 25 | — | — | ||
| Q3 25 | — | $130.2M | ||
| Q2 25 | — | $81.2M | ||
| Q1 25 | — | $-16.6M | ||
| Q4 24 | — | $25.8M | ||
| Q3 24 | — | $150.7M | ||
| Q2 24 | — | $185.9M | ||
| Q1 24 | — | $-74.6M |
自由现金流率ENSGOPCH
| Q4 25 | — | — | ||
| Q3 25 | — | 9.1% | ||
| Q2 25 | — | 5.7% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 11.8% | ||
| Q2 24 | — | 15.1% | ||
| Q1 24 | — | -6.5% |
资本支出强度ENSGOPCH
| Q4 25 | — | — | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 0.8% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | 0.5% |
现金转化率ENSGOPCH
| Q4 25 | 1.92× | — | ||
| Q3 25 | 1.82× | 2.69× | ||
| Q2 25 | 1.85× | 1.79× | ||
| Q1 25 | 0.90× | -0.15× | ||
| Q4 24 | 1.26× | 0.60× | ||
| Q3 24 | 1.71× | 2.98× | ||
| Q2 24 | 1.08× | 3.69× | ||
| Q1 24 | 0.51× | -1.54× |
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
ENSG
| Skilled Services Segment | $1.3B | 97% |
| Standard Bearer Segment | $34.5M | 3% |
OPCH
| Commercial Customer | $1.3B | 87% |
| Government Customer | $172.8M | 12% |
| Patient Customer | $10.1M | 1% |
| Corporate Joint Venture | $1.9M | 0% |
