vs
Enpro Inc.（NPO）与UiPath, Inc.（PATH）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是Enpro Inc.的1.4倍（$411.1M vs $295.4M），UiPath, Inc.净利率更高（48.4% vs -10.8%，领先59.2%），UiPath, Inc.同比增速更快（15.9% vs 14.3%），过去两年Enpro Inc.的营收复合增速更高（7.1% vs 0.7%）
Enpro是总部位于美国的工业技术企业，面向半导体、航空航天、发电、重卡、农业机械、化工处理、浆纸、生命科学等技术密集型领域设计生产专用产品及材料。公司在全球12个国家布局61个核心生产基地，下设密封技术、先进表面技术及工程技术三大业务板块。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
NPO vs PATH — 直观对比
营收规模更大
PATH
是对方的1.4倍
$295.4M
营收增速更快
PATH
高出1.6%
14.3%
净利率更高
PATH
高出59.2%
-10.8%
两年增速更快
NPO
近两年复合增速
0.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $295.4M | $411.1M |
| 净利润 | $-32.0M | $198.8M |
| 毛利率 | 42.1% | 83.3% |
| 营业利润率 | 11.2% | 3.2% |
| 净利率 | -10.8% | 48.4% |
| 营收同比 | 14.3% | 15.9% |
| 净利润同比 | -330.2% | 1966.2% |
| 每股收益（稀释后） | $-1.50 | $0.37 |
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NPOPATH
| Q4 25 | $295.4M | $411.1M | ||
| Q3 25 | $286.6M | $361.7M | ||
| Q2 25 | $288.1M | $356.6M | ||
| Q1 25 | $273.2M | $423.6M | ||
| Q4 24 | $258.4M | $354.7M | ||
| Q3 24 | $260.9M | $316.3M | ||
| Q2 24 | $271.9M | $335.1M | ||
| Q1 24 | $257.5M | $405.3M |
净利润NPOPATH
| Q4 25 | $-32.0M | $198.8M | ||
| Q3 25 | $21.6M | $1.6M | ||
| Q2 25 | $26.4M | $-22.6M | ||
| Q1 25 | $24.5M | $51.8M | ||
| Q4 24 | $13.9M | $-10.7M | ||
| Q3 24 | $19.8M | $-86.1M | ||
| Q2 24 | $26.7M | $-28.7M | ||
| Q1 24 | $12.5M | $33.9M |
毛利率NPOPATH
| Q4 25 | 42.1% | 83.3% | ||
| Q3 25 | 41.9% | 82.2% | ||
| Q2 25 | 43.3% | 82.1% | ||
| Q1 25 | 43.3% | 84.8% | ||
| Q4 24 | 42.3% | 82.0% | ||
| Q3 24 | 42.3% | 80.0% | ||
| Q2 24 | 43.8% | 83.5% | ||
| Q1 24 | 41.2% | 86.8% |
营业利润率NPOPATH
| Q4 25 | 11.2% | 3.2% | ||
| Q3 25 | 14.3% | -5.6% | ||
| Q2 25 | 15.9% | -4.6% | ||
| Q1 25 | 15.3% | 7.9% | ||
| Q4 24 | 12.5% | -12.2% | ||
| Q3 24 | 13.1% | -32.7% | ||
| Q2 24 | 17.7% | -14.8% | ||
| Q1 24 | 10.9% | 3.7% |
净利率NPOPATH
| Q4 25 | -10.8% | 48.4% | ||
| Q3 25 | 7.5% | 0.4% | ||
| Q2 25 | 9.2% | -6.3% | ||
| Q1 25 | 9.0% | 12.2% | ||
| Q4 24 | 5.4% | -3.0% | ||
| Q3 24 | 7.6% | -27.2% | ||
| Q2 24 | 9.8% | -8.6% | ||
| Q1 24 | 4.9% | 8.4% |
每股收益（稀释后）NPOPATH
| Q4 25 | $-1.50 | $0.37 | ||
| Q3 25 | $1.01 | $0.00 | ||
| Q2 25 | $1.25 | $-0.04 | ||
| Q1 25 | $1.15 | $0.09 | ||
| Q4 24 | $0.65 | $-0.02 | ||
| Q3 24 | $0.94 | $-0.15 | ||
| Q2 24 | $1.27 | $-0.05 | ||
| Q1 24 | $0.59 | $0.07 |
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 | $114.7M | $1.4B |
| 总债务越低越好 | $655.3M | — |
| 股东权益账面价值 | $1.5B | $1.9B |
| 总资产 | $2.7B | $2.9B |
| 负债/权益比越低杠杆越低 | 0.42× | — |
8季度趋势，按日历期对齐
现金及短期投资NPOPATH
| Q4 25 | $114.7M | $1.4B | ||
| Q3 25 | $132.9M | $1.4B | ||
| Q2 25 | $107.1M | $1.6B | ||
| Q1 25 | $240.3M | $1.6B | ||
| Q4 24 | $236.3M | $1.6B | ||
| Q3 24 | $206.9M | $1.7B | ||
| Q2 24 | $175.9M | $1.9B | ||
| Q1 24 | $163.9M | $1.9B |
总债务NPOPATH
| Q4 25 | $655.3M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $640.1M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $644.9M | — |
股东权益NPOPATH
| Q4 25 | $1.5B | $1.9B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.5B | $1.8B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.4B | $2.0B | ||
| Q1 24 | $1.4B | $2.0B |
总资产NPOPATH
| Q4 25 | $2.7B | $2.9B | ||
| Q3 25 | $2.4B | $2.6B | ||
| Q2 25 | $2.4B | $2.6B | ||
| Q1 25 | $2.5B | $2.9B | ||
| Q4 24 | $2.5B | $2.7B | ||
| Q3 24 | $2.5B | $2.7B | ||
| Q2 24 | $2.5B | $2.8B | ||
| Q1 24 | $2.5B | $3.0B |
负债/权益比NPOPATH
| Q4 25 | 0.42× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.45× | — | ||
| 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 | — | $28.3M |
| 自由现金流经营现金流 - 资本支出 | — | $25.1M |
| 自由现金流率自由现金流/营收 | — | 6.1% |
| 资本支出强度资本支出/营收 | 4.1% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 0.14× |
| 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NPOPATH
| Q4 25 | — | $28.3M | ||
| Q3 25 | $65.3M | $41.6M | ||
| Q2 25 | $52.2M | $119.0M | ||
| Q1 25 | $21.0M | $146.1M | ||
| Q4 24 | $59.4M | $28.1M | ||
| Q3 24 | $54.0M | $46.4M | ||
| Q2 24 | $43.2M | $100.0M | ||
| Q1 24 | $6.3M | $145.6M |
自由现金流NPOPATH
| Q4 25 | — | $25.1M | ||
| Q3 25 | $53.4M | — | ||
| Q2 25 | $42.3M | $106.2M | ||
| Q1 25 | $13.0M | $138.7M | ||
| Q4 24 | $49.1M | $23.2M | ||
| Q3 24 | $48.3M | $45.0M | ||
| Q2 24 | $38.3M | $98.8M | ||
| Q1 24 | $-1.9M | $141.8M |
自由现金流率NPOPATH
| Q4 25 | — | 6.1% | ||
| Q3 25 | 18.6% | — | ||
| Q2 25 | 14.7% | 29.8% | ||
| Q1 25 | 4.8% | 32.7% | ||
| Q4 24 | 19.0% | 6.5% | ||
| Q3 24 | 18.5% | 14.2% | ||
| Q2 24 | 14.1% | 29.5% | ||
| Q1 24 | -0.7% | 35.0% |
资本支出强度NPOPATH
| Q4 25 | 4.1% | 0.8% | ||
| Q3 25 | 4.2% | 0.0% | ||
| Q2 25 | 3.4% | 3.6% | ||
| Q1 25 | 2.9% | 1.7% | ||
| Q4 24 | 4.0% | 1.4% | ||
| Q3 24 | 2.2% | 0.4% | ||
| Q2 24 | 1.8% | 0.4% | ||
| Q1 24 | 3.2% | 0.9% |
现金转化率NPOPATH
| Q4 25 | — | 0.14× | ||
| Q3 25 | 3.02× | 26.25× | ||
| Q2 25 | 1.98× | — | ||
| Q1 25 | 0.86× | 2.82× | ||
| Q4 24 | 4.27× | — | ||
| Q3 24 | 2.73× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.50× | 4.29× |
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
NPO
| Sealing Technologies Segment | $187.0M | 63% |
| General Industrial | $71.3M | 24% |
| Power Generation | $19.9M | 7% |
| Oiland Gas Market | $15.0M | 5% |
| Semiconductors | $2.2M | 1% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
