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ENSIGN GROUP, INC(ENSG)与利氏兄弟拍卖行(RBA)财务数据对比。点击上方公司名可切换其他公司
ENSIGN GROUP, INC的季度营收约是利氏兄弟拍卖行的1.1倍($1.3B vs $1.2B),利氏兄弟拍卖行净利率更高(11.0% vs 7.1%,领先3.9%),ENSIGN GROUP, INC同比增速更快(19.0% vs 11.4%),过去两年ENSIGN GROUP, INC的营收复合增速更高(15.5% vs 6.1%)
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。
利氏兄弟拍卖行(股票代码RBA)是全球知名的工业资产拍卖服务商,注册地位于加拿大,属公开上市企业,总部设在美国伊利诺伊州韦斯特切斯特,普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
ENSG vs RBA — 直观对比
营收规模更大
ENSG
是对方的1.1倍
$1.2B
营收增速更快
ENSG
高出7.7%
11.4%
净利率更高
RBA
高出3.9%
7.1%
两年增速更快
ENSG
近两年复合增速
6.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $1.2B |
| 净利润 | $95.5M | $135.6M |
| 毛利率 | 20.3% | — |
| 营业利润率 | 9.2% | 17.6% |
| 净利率 | 7.1% | 11.0% |
| 营收同比 | 19.0% | 11.4% |
| 净利润同比 | 19.8% | 19.7% |
| 每股收益(稀释后) | $1.61 | $0.66 |
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
ENSG
RBA
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $1.1B | $981.8M | ||
| Q2 24 | $1.0B | $1.1B |
净利润
ENSG
RBA
| Q1 26 | — | $135.6M | ||
| Q4 25 | $95.5M | $109.7M | ||
| Q3 25 | $83.8M | $95.5M | ||
| Q2 25 | $84.4M | $109.8M | ||
| Q1 25 | $80.3M | $113.4M | ||
| Q4 24 | $79.7M | $118.5M | ||
| Q3 24 | $78.4M | $76.1M | ||
| Q2 24 | $71.0M | $111.1M |
毛利率
ENSG
RBA
| Q1 26 | — | — | ||
| Q4 25 | 20.3% | — | ||
| Q3 25 | 19.0% | — | ||
| Q2 25 | 20.4% | — | ||
| Q1 25 | 20.9% | — | ||
| Q4 24 | 20.8% | — | ||
| Q3 24 | 20.5% | — | ||
| Q2 24 | 20.8% | — |
营业利润率
ENSG
RBA
| Q1 26 | — | 17.6% | ||
| Q4 25 | 9.2% | 14.7% | ||
| Q3 25 | 7.5% | 14.5% | ||
| Q2 25 | 8.5% | 15.9% | ||
| Q1 25 | 8.6% | 17.1% | ||
| Q4 24 | 8.9% | 18.1% | ||
| Q3 24 | 8.3% | 15.6% | ||
| Q2 24 | 8.3% | 18.4% |
净利率
ENSG
RBA
| Q1 26 | — | 11.0% | ||
| Q4 25 | 7.1% | 9.1% | ||
| Q3 25 | 6.5% | 8.7% | ||
| Q2 25 | 6.9% | 9.3% | ||
| Q1 25 | 6.8% | 10.2% | ||
| Q4 24 | 7.0% | 10.4% | ||
| Q3 24 | 7.3% | 7.8% | ||
| Q2 24 | 6.9% | 10.1% |
每股收益(稀释后)
ENSG
RBA
| Q1 26 | — | $0.66 | ||
| Q4 25 | $1.61 | $0.53 | ||
| Q3 25 | $1.42 | $0.43 | ||
| Q2 25 | $1.44 | $0.53 | ||
| Q1 25 | $1.37 | $0.55 | ||
| Q4 24 | $1.37 | $0.58 | ||
| Q3 24 | $1.34 | $0.36 | ||
| Q2 24 | $1.22 | $0.54 |
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 | $667.2M |
| 总债务越低越好 | $144.4M | $2.6B |
| 股东权益账面价值 | $2.2B | $5.6B |
| 总资产 | $5.5B | $12.4B |
| 负债/权益比越低杠杆越低 | 0.06× | 0.45× |
8季度趋势,按日历期对齐
现金及短期投资
ENSG
RBA
| Q1 26 | — | $667.2M | ||
| Q4 25 | $572.4M | $531.5M | ||
| Q3 25 | $506.3M | $674.7M | ||
| Q2 25 | $418.4M | $710.2M | ||
| Q1 25 | $344.5M | $578.1M | ||
| Q4 24 | $526.9M | $533.9M | ||
| Q3 24 | $571.0M | $650.7M | ||
| Q2 24 | $501.5M | $599.5M |
总债务
ENSG
RBA
| Q1 26 | — | $2.6B | ||
| Q4 25 | $144.4M | $2.3B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | $148.4M | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.8B |
股东权益
ENSG
RBA
| Q1 26 | — | $5.6B | ||
| Q4 25 | $2.2B | $5.6B | ||
| Q3 25 | $2.1B | $5.5B | ||
| Q2 25 | $2.0B | $5.5B | ||
| Q1 25 | $1.9B | $5.3B | ||
| Q4 24 | $1.8B | $5.2B | ||
| Q3 24 | $1.7B | $5.2B | ||
| Q2 24 | $1.7B | $5.2B |
总资产
ENSG
RBA
| Q1 26 | — | $12.4B | ||
| Q4 25 | $5.5B | $12.1B | ||
| Q3 25 | $5.2B | $12.2B | ||
| Q2 25 | $4.9B | $12.2B | ||
| Q1 25 | $4.8B | $11.9B | ||
| Q4 24 | $4.7B | $11.8B | ||
| Q3 24 | $4.6B | $11.9B | ||
| Q2 24 | $4.4B | $12.1B |
负债/权益比
ENSG
RBA
| Q1 26 | — | 0.45× | ||
| Q4 25 | 0.06× | 0.42× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | 0.08× | 0.50× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.55× |
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 | $224.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.92× | 1.65× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
ENSG
RBA
| Q1 26 | — | $224.1M | ||
| Q4 25 | $183.3M | $255.2M | ||
| Q3 25 | $153.0M | $239.7M | ||
| Q2 25 | $155.7M | $326.5M | ||
| Q1 25 | $72.2M | $156.8M | ||
| Q4 24 | $100.5M | $184.5M | ||
| Q3 24 | $134.5M | $285.4M | ||
| Q2 24 | $76.9M | $337.3M |
自由现金流
ENSG
RBA
| Q1 26 | — | — | ||
| Q4 25 | — | $186.5M | ||
| Q3 25 | — | $188.5M | ||
| Q2 25 | — | $241.7M | ||
| Q1 25 | — | $102.5M | ||
| Q4 24 | — | $127.9M | ||
| Q3 24 | — | $248.5M | ||
| Q2 24 | — | $308.6M |
自由现金流率
ENSG
RBA
| Q1 26 | — | — | ||
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 17.3% | ||
| Q2 25 | — | 20.4% | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | 25.3% | ||
| Q2 24 | — | 28.2% |
资本支出强度
ENSG
RBA
| Q1 26 | — | — | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 7.2% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 3.8% | ||
| Q2 24 | — | 2.6% |
现金转化率
ENSG
RBA
| Q1 26 | — | 1.65× | ||
| Q4 25 | 1.92× | 2.33× | ||
| Q3 25 | 1.82× | 2.51× | ||
| Q2 25 | 1.85× | 2.97× | ||
| Q1 25 | 0.90× | 1.38× | ||
| Q4 24 | 1.26× | 1.56× | ||
| Q3 24 | 1.71× | 3.75× | ||
| Q2 24 | 1.08× | 3.04× |
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% |
RBA
| Transactional buyer revenue | $577.5M | 47% |
| Inventory sales revenue | $336.9M | 27% |
| Transactional seller revenue | $241.3M | 20% |
| Marketplace services revenue | $78.9M | 6% |