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ENSIGN GROUP, INC(ENSG)与Roper Technologies(ROP)财务数据对比。点击上方公司名可切换其他公司
Roper Technologies的季度营收约是ENSIGN GROUP, INC的1.6倍($2.1B vs $1.3B),Roper Technologies净利率更高(15.8% vs 7.1%,领先8.7%),ENSIGN GROUP, INC同比增速更快(19.0% vs 11.3%),过去两年ENSIGN GROUP, INC的营收复合增速更高(15.5% vs 10.5%)
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。
罗珀技术公司是一家专注于科技领域的控股企业,通过持有并运营多家不同细分赛道的科技公司,在科技产业投资与资产管理领域形成了成熟的业务体系,在全球相关市场具备较高的行业影响力。
ENSG vs ROP — 直观对比
营收规模更大
ROP
是对方的1.6倍
$1.3B
营收增速更快
ENSG
高出7.8%
11.3%
净利率更高
ROP
高出8.7%
7.1%
两年增速更快
ENSG
近两年复合增速
10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $2.1B |
| 净利润 | $95.5M | $331.0M |
| 毛利率 | 20.3% | 69.4% |
| 营业利润率 | 9.2% | 27.2% |
| 净利率 | 7.1% | 15.8% |
| 营收同比 | 19.0% | 11.3% |
| 净利润同比 | 19.8% | 842.6% |
| 每股收益(稀释后) | $1.61 | $4.87 |
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
ROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.0B | $1.7B |
净利润
ENSG
ROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $95.5M | $428.4M | ||
| Q3 25 | $83.8M | $398.5M | ||
| Q2 25 | $84.4M | $378.3M | ||
| Q1 25 | $80.3M | $331.1M | ||
| Q4 24 | $79.7M | $462.3M | ||
| Q3 24 | $78.4M | $367.9M | ||
| Q2 24 | $71.0M | $337.1M |
毛利率
ENSG
ROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 20.3% | 69.5% | ||
| Q3 25 | 19.0% | 69.5% | ||
| Q2 25 | 20.4% | 69.2% | ||
| Q1 25 | 20.9% | 68.7% | ||
| Q4 24 | 20.8% | 68.3% | ||
| Q3 24 | 20.5% | 69.2% | ||
| Q2 24 | 20.8% | 69.5% |
营业利润率
ENSG
ROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 9.2% | 28.6% | ||
| Q3 25 | 7.5% | 28.4% | ||
| Q2 25 | 8.5% | 28.2% | ||
| Q1 25 | 8.6% | 27.9% | ||
| Q4 24 | 8.9% | 28.0% | ||
| Q3 24 | 8.3% | 28.1% | ||
| Q2 24 | 8.3% | 28.8% |
净利率
ENSG
ROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 7.1% | 20.8% | ||
| Q3 25 | 6.5% | 19.8% | ||
| Q2 25 | 6.9% | 19.5% | ||
| Q1 25 | 6.8% | 17.6% | ||
| Q4 24 | 7.0% | 24.6% | ||
| Q3 24 | 7.3% | 20.8% | ||
| Q2 24 | 6.9% | 19.6% |
每股收益(稀释后)
ENSG
ROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $1.61 | $3.97 | ||
| Q3 25 | $1.42 | $3.68 | ||
| Q2 25 | $1.44 | $3.49 | ||
| Q1 25 | $1.37 | $3.06 | ||
| Q4 24 | $1.37 | $4.29 | ||
| Q3 24 | $1.34 | $3.40 | ||
| Q2 24 | $1.22 | $3.12 |
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 | $382.9M |
| 总债务越低越好 | $144.4M | $9.7B |
| 股东权益账面价值 | $2.2B | $18.8B |
| 总资产 | $5.5B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.06× | 0.52× |
8季度趋势,按日历期对齐
现金及短期投资
ENSG
ROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $572.4M | $297.4M | ||
| Q3 25 | $506.3M | $320.0M | ||
| Q2 25 | $418.4M | $242.4M | ||
| Q1 25 | $344.5M | $372.8M | ||
| Q4 24 | $526.9M | $188.2M | ||
| Q3 24 | $571.0M | $269.6M | ||
| Q2 24 | $501.5M | $251.5M |
总债务
ENSG
ROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $144.4M | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $148.4M | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
ENSG
ROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $2.2B | $19.9B | ||
| Q3 25 | $2.1B | $20.0B | ||
| Q2 25 | $2.0B | $19.6B | ||
| Q1 25 | $1.9B | $19.2B | ||
| Q4 24 | $1.8B | $18.9B | ||
| Q3 24 | $1.7B | $18.5B | ||
| Q2 24 | $1.7B | $18.1B |
总资产
ENSG
ROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $5.5B | $34.6B | ||
| Q3 25 | $5.2B | $34.6B | ||
| Q2 25 | $4.9B | $33.2B | ||
| Q1 25 | $4.8B | $31.4B | ||
| Q4 24 | $4.7B | $31.3B | ||
| Q3 24 | $4.6B | $31.6B | ||
| Q2 24 | $4.4B | $29.8B |
负债/权益比
ENSG
ROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.06× | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.08× | 0.40× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | $507.0M |
| 自由现金流率自由现金流/营收 | — | 24.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | 1.92× | — |
| 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
ROP
| Q1 26 | — | — | ||
| Q4 25 | $183.3M | $738.0M | ||
| Q3 25 | $153.0M | $869.5M | ||
| Q2 25 | $155.7M | $404.1M | ||
| Q1 25 | $72.2M | $528.7M | ||
| Q4 24 | $100.5M | $722.2M | ||
| Q3 24 | $134.5M | $755.4M | ||
| Q2 24 | $76.9M | $384.1M |
自由现金流
ENSG
ROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率
ENSG
ROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度
ENSG
ROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率
ENSG
ROP
| Q1 26 | — | — | ||
| Q4 25 | 1.92× | 1.72× | ||
| Q3 25 | 1.82× | 2.18× | ||
| Q2 25 | 1.85× | 1.07× | ||
| Q1 25 | 0.90× | 1.60× | ||
| Q4 24 | 1.26× | 1.56× | ||
| Q3 24 | 1.71× | 2.05× | ||
| Q2 24 | 1.08× | 1.14× |
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% |
ROP
暂无分部数据