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ARTIVION, INC.（AORT）とGLOBUS MEDICAL INC（GMED）の財務データ比較。上の社名をクリックして会社を切り替えられます
GLOBUS MEDICAL INCの直近四半期売上が大きい（$826.4M vs $116.0M、ARTIVION, INC.の約7.1倍）。GLOBUS MEDICAL INCの純利益率が高く（17.0% vs 2.1%、差は14.9%）。GLOBUS MEDICAL INCの前年同期比売上増加率が高い（25.7% vs 19.2%）。GLOBUS MEDICAL INCの直近四半期フリーキャッシュフローが多い（$202.4M vs $-7.9M）。過去8四半期でGLOBUS MEDICAL INCの売上複合成長率が高い（16.7% vs 9.1%）
Artivion, Inc.は心血管移植向けの極低温保存した人体組織の流通、及び医療機器の開発を行う医療企業です。同社の製品には、余分な細胞物質と抗原を除去する処理を施した人間の心臓弁、手術用接着剤BioGlueなどがあり、臨床現場のニーズに応えています。
Globus Medical, Inc.は米国ペンシルベニア州オーダボンに本社を置く上場整形外科向け医療機器企業で、筋骨格系疾患の患者の治癒を促す製品の設計・開発・商用化に注力し、外科医による治療を支援している。
AORT vs GMED — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $116.0M | $826.4M |
| 純利益 | $2.4M | $140.6M |
| 粗利率 | 63.1% | 68.4% |
| 営業利益率 | 9.2% | 20.5% |
| 純利益率 | 2.1% | 17.0% |
| 売上前年比 | 19.2% | 25.7% |
| 純利益前年比 | 114.7% | 430.4% |
| EPS（希薄化後） | $0.06 | $1.01 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $116.0M | $826.4M | ||
| Q3 25 | $113.4M | $769.0M | ||
| Q2 25 | $113.0M | $745.3M | ||
| Q1 25 | $99.0M | $598.1M | ||
| Q4 24 | $97.3M | $657.3M | ||
| Q3 24 | $95.8M | $625.7M | ||
| Q2 24 | $98.0M | $629.7M | ||
| Q1 24 | $97.4M | $606.7M |
| Q4 25 | $2.4M | $140.6M | ||
| Q3 25 | $6.5M | $119.0M | ||
| Q2 25 | $1.3M | $202.8M | ||
| Q1 25 | $-505.0K | $75.5M | ||
| Q4 24 | $-16.5M | $26.5M | ||
| Q3 24 | $-2.3M | $51.8M | ||
| Q2 24 | $-2.1M | $31.8M | ||
| Q1 24 | $7.5M | $-7.1M |
| Q4 25 | 63.1% | 68.4% | ||
| Q3 25 | 65.6% | 67.2% | ||
| Q2 25 | 64.7% | 66.6% | ||
| Q1 25 | 64.2% | 67.3% | ||
| Q4 24 | 63.2% | 59.9% | ||
| Q3 24 | 63.7% | 56.8% | ||
| Q2 24 | 64.6% | 58.7% | ||
| Q1 24 | 64.6% | 60.2% |
| Q4 25 | 9.2% | 20.5% | ||
| Q3 25 | 11.1% | 17.9% | ||
| Q2 25 | 7.4% | 10.2% | ||
| Q1 25 | 2.2% | 16.2% | ||
| Q4 24 | 2.7% | 9.2% | ||
| Q3 24 | 4.6% | 7.7% | ||
| Q2 24 | 6.6% | 7.9% | ||
| Q1 24 | 26.0% | 1.3% |
| Q4 25 | 2.1% | 17.0% | ||
| Q3 25 | 5.7% | 15.5% | ||
| Q2 25 | 1.2% | 27.2% | ||
| Q1 25 | -0.5% | 12.6% | ||
| Q4 24 | -16.9% | 4.0% | ||
| Q3 24 | -2.4% | 8.3% | ||
| Q2 24 | -2.2% | 5.0% | ||
| Q1 24 | 7.7% | -1.2% |
| Q4 25 | $0.06 | $1.01 | ||
| Q3 25 | $0.13 | $0.88 | ||
| Q2 25 | $0.03 | $1.49 | ||
| Q1 25 | $-0.01 | $0.54 | ||
| Q4 24 | $-0.40 | $0.19 | ||
| Q3 24 | $-0.05 | $0.38 | ||
| Q2 24 | $-0.05 | $0.23 | ||
| Q1 24 | $0.18 | $-0.05 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $64.9M | $557.2M |
| 総負債低いほど良い | $215.1M | — |
| 株主資本純資産 | $448.2M | $4.6B |
| 総資産 | $884.8M | $5.3B |
| 負債/資本比率低いほどレバレッジが低い | 0.48× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $557.2M | ||
| Q3 25 | $73.4M | $18.8M | ||
| Q2 25 | $53.5M | — | ||
| Q1 25 | $37.7M | — | ||
| Q4 24 | $53.5M | $890.1M | ||
| Q3 24 | $56.2M | $71.9M | ||
| Q2 24 | $55.0M | $82.5M | ||
| Q1 24 | $51.1M | $80.4M |
| Q4 25 | $215.1M | — | ||
| Q3 25 | $214.9M | — | ||
| Q2 25 | $215.6M | — | ||
| Q1 25 | $314.7M | — | ||
| Q4 24 | $314.3M | — | ||
| Q3 24 | $314.0M | — | ||
| Q2 24 | $313.6M | — | ||
| Q1 24 | $313.3M | — |
| Q4 25 | $448.2M | $4.6B | ||
| Q3 25 | $438.7M | $4.4B | ||
| Q2 25 | $419.9M | $4.3B | ||
| Q1 25 | $294.3M | $4.1B | ||
| Q4 24 | $276.2M | $4.2B | ||
| Q3 24 | $304.7M | $4.1B | ||
| Q2 24 | $295.1M | $4.0B | ||
| Q1 24 | $295.0M | $3.9B |
| Q4 25 | $884.8M | $5.3B | ||
| Q3 25 | $857.7M | $5.1B | ||
| Q2 25 | $838.4M | $5.0B | ||
| Q1 25 | $791.2M | $4.7B | ||
| Q4 24 | $789.1M | $5.3B | ||
| Q3 24 | $803.1M | $5.1B | ||
| Q2 24 | $789.5M | $5.0B | ||
| Q1 24 | $784.0M | $4.9B |
| Q4 25 | 0.48× | — | ||
| Q3 25 | 0.49× | — | ||
| Q2 25 | 0.51× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 1.14× | — | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 1.06× | — | ||
| Q1 24 | 1.06× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $19.6M | $248.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $-7.9M | $202.4M |
| FCFマージンFCF / 売上 | -6.9% | 24.5% |
| 設備投資強度設備投資 / 売上 | 23.7% | 5.6% |
| キャッシュ転換率営業CF / 純利益 | 8.06× | 1.77× |
| 直近12ヶ月FCF直近4四半期 | $839.0K | $588.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $19.6M | $248.6M | ||
| Q3 25 | $22.3M | $249.7M | ||
| Q2 25 | $15.0M | $77.9M | ||
| Q1 25 | $-17.0M | $177.3M | ||
| Q4 24 | $10.1M | $210.3M | ||
| Q3 24 | $11.5M | $203.7M | ||
| Q2 24 | $6.1M | $54.3M | ||
| Q1 24 | $-5.5M | $52.4M |
| Q4 25 | $-7.9M | $202.4M | ||
| Q3 25 | $17.7M | $213.9M | ||
| Q2 25 | $11.7M | $31.3M | ||
| Q1 25 | $-20.6M | $141.2M | ||
| Q4 24 | $8.7M | $193.2M | ||
| Q3 24 | $7.8M | $161.7M | ||
| Q2 24 | $3.6M | $26.5M | ||
| Q1 24 | $-9.1M | $23.8M |
| Q4 25 | -6.9% | 24.5% | ||
| Q3 25 | 15.6% | 27.8% | ||
| Q2 25 | 10.4% | 4.2% | ||
| Q1 25 | -20.8% | 23.6% | ||
| Q4 24 | 9.0% | 29.4% | ||
| Q3 24 | 8.2% | 25.8% | ||
| Q2 24 | 3.7% | 4.2% | ||
| Q1 24 | -9.3% | 3.9% |
| Q4 25 | 23.7% | 5.6% | ||
| Q3 25 | 4.1% | 4.7% | ||
| Q2 25 | 2.9% | 6.2% | ||
| Q1 25 | 3.7% | 6.0% | ||
| Q4 24 | 1.5% | 2.6% | ||
| Q3 24 | 3.8% | 6.7% | ||
| Q2 24 | 2.6% | 4.4% | ||
| Q1 24 | 3.7% | 4.7% |
| Q4 25 | 8.06× | 1.77× | ||
| Q3 25 | 3.42× | 2.10× | ||
| Q2 25 | 11.16× | 0.38× | ||
| Q1 25 | — | 2.35× | ||
| Q4 24 | — | 7.94× | ||
| Q3 24 | — | 3.93× | ||
| Q2 24 | — | 1.71× | ||
| Q1 24 | -0.73× | — |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
AORT
| Aortic Stent Grafts | $43.3M | 37% |
| On X | $27.8M | 24% |
| Preservation Services | $24.1M | 21% |
| Surgical Sealants | $20.3M | 18% |
| Other Products | $463.0K | 0% |
GMED
| Other | $391.8M | 47% |
| Nevro Merger Agreement | $293.6M | 36% |
| Enabling Technologies | $141.0M | 17% |
