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GLOBUS MEDICAL INC（GMED）とMERIT MEDICAL SYSTEMS INC（MMSI）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 $393.9M、MERIT MEDICAL SYSTEMS INCの約2.1倍）。GLOBUS MEDICAL INCの純利益率が高く（17.0% vs 9.6%、差は7.4%）。GLOBUS MEDICAL INCの前年同期比売上増加率が高い（25.7% vs 10.9%）。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 $74.0M）。過去8四半期でGLOBUS MEDICAL INCの売上複合成長率が高い（16.7% vs 10.3%）
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。
メリットメディカルシステムズ社はグローバルな医療機器メーカーで、心臓病学、放射線学、腫瘍学、内視鏡検査、救命救護の各分野で使用される介入・診断用製品を開発・製造・販売しています。世界中の病院や医療機関に低侵襲のソリューションを提供し、患者の予後改善と診療効率の向上を支援しています。
GMED vs MMSI — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $826.4M | $393.9M |
| 純利益 | $140.6M | $38.0M |
| 粗利率 | 68.4% | 49.6% |
| 営業利益率 | 20.5% | 13.8% |
| 純利益率 | 17.0% | 9.6% |
| 売上前年比 | 25.7% | 10.9% |
| 純利益前年比 | 430.4% | 36.0% |
| EPS（希薄化後） | $1.01 | $0.64 |
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 | $826.4M | $393.9M | ||
| Q3 25 | $769.0M | $384.2M | ||
| Q2 25 | $745.3M | $382.5M | ||
| Q1 25 | $598.1M | $355.4M | ||
| Q4 24 | $657.3M | $355.2M | ||
| Q3 24 | $625.7M | $339.8M | ||
| Q2 24 | $629.7M | $338.0M | ||
| Q1 24 | $606.7M | $323.5M |
| Q4 25 | $140.6M | $38.0M | ||
| Q3 25 | $119.0M | $27.8M | ||
| Q2 25 | $202.8M | $32.6M | ||
| Q1 25 | $75.5M | $30.1M | ||
| Q4 24 | $26.5M | $27.9M | ||
| Q3 24 | $51.8M | $28.4M | ||
| Q2 24 | $31.8M | $35.7M | ||
| Q1 24 | $-7.1M | $28.2M |
| Q4 25 | 68.4% | 49.6% | ||
| Q3 25 | 67.2% | 48.5% | ||
| Q2 25 | 66.6% | 48.2% | ||
| Q1 25 | 67.3% | 48.4% | ||
| Q4 24 | 59.9% | 48.7% | ||
| Q3 24 | 56.8% | 46.4% | ||
| Q2 24 | 58.7% | 47.7% | ||
| Q1 24 | 60.2% | 46.9% |
| Q4 25 | 20.5% | 13.8% | ||
| Q3 25 | 17.9% | 11.1% | ||
| Q2 25 | 10.2% | 12.3% | ||
| Q1 25 | 16.2% | 11.5% | ||
| Q4 24 | 9.2% | 10.3% | ||
| Q3 24 | 7.7% | 11.0% | ||
| Q2 24 | 7.9% | 13.6% | ||
| Q1 24 | 1.3% | 11.1% |
| Q4 25 | 17.0% | 9.6% | ||
| Q3 25 | 15.5% | 7.2% | ||
| Q2 25 | 27.2% | 8.5% | ||
| Q1 25 | 12.6% | 8.5% | ||
| Q4 24 | 4.0% | 7.9% | ||
| Q3 24 | 8.3% | 8.4% | ||
| Q2 24 | 5.0% | 10.6% | ||
| Q1 24 | -1.2% | 8.7% |
| Q4 25 | $1.01 | $0.64 | ||
| Q3 25 | $0.88 | $0.46 | ||
| Q2 25 | $1.49 | $0.54 | ||
| Q1 25 | $0.54 | $0.49 | ||
| Q4 24 | $0.19 | $0.46 | ||
| Q3 24 | $0.38 | $0.48 | ||
| Q2 24 | $0.23 | $0.61 | ||
| Q1 24 | $-0.05 | $0.48 |
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 | $557.2M | $446.4M |
| 総負債低いほど良い | — | $734.0M |
| 株主資本純資産 | $4.6B | $1.6B |
| 総資産 | $5.3B | $2.7B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.46× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $557.2M | $446.4M | ||
| Q3 25 | $18.8M | $392.5M | ||
| Q2 25 | — | $341.8M | ||
| Q1 25 | — | $395.5M | ||
| Q4 24 | $890.1M | $376.7M | ||
| Q3 24 | $71.9M | $523.1M | ||
| Q2 24 | $82.5M | $636.7M | ||
| Q1 24 | $80.4M | $581.9M |
| Q4 25 | — | $734.0M | ||
| Q3 25 | — | $732.9M | ||
| Q2 25 | — | $731.8M | ||
| Q1 25 | — | $730.7M | ||
| Q4 24 | — | $729.6M | ||
| Q3 24 | — | $750.5M | ||
| Q2 24 | — | $801.3M | ||
| Q1 24 | — | $800.1M |
| Q4 25 | $4.6B | $1.6B | ||
| Q3 25 | $4.4B | $1.5B | ||
| Q2 25 | $4.3B | $1.5B | ||
| Q1 25 | $4.1B | $1.4B | ||
| Q4 24 | $4.2B | $1.4B | ||
| Q3 24 | $4.1B | $1.3B | ||
| Q2 24 | $4.0B | $1.3B | ||
| Q1 24 | $3.9B | $1.2B |
| Q4 25 | $5.3B | $2.7B | ||
| Q3 25 | $5.1B | $2.6B | ||
| Q2 25 | $5.0B | $2.6B | ||
| Q1 25 | $4.7B | $2.5B | ||
| Q4 24 | $5.3B | $2.4B | ||
| Q3 24 | $5.1B | $2.4B | ||
| Q2 24 | $5.0B | $2.4B | ||
| Q1 24 | $4.9B | $2.3B |
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.49× | ||
| Q1 25 | — | 0.51× | ||
| Q4 24 | — | 0.53× | ||
| Q3 24 | — | 0.57× | ||
| Q2 24 | — | 0.62× | ||
| Q1 24 | — | 0.65× |
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 | $248.6M | $98.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $202.4M | $74.0M |
| FCFマージンFCF / 売上 | 24.5% | 18.8% |
| 設備投資強度設備投資 / 売上 | 5.6% | 6.2% |
| キャッシュ転換率営業CF / 純利益 | 1.77× | 2.59× |
| 直近12ヶ月FCF直近4四半期 | $588.8M | $215.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $248.6M | $98.5M | ||
| Q3 25 | $249.7M | $75.0M | ||
| Q2 25 | $77.9M | $83.3M | ||
| Q1 25 | $177.3M | $40.6M | ||
| Q4 24 | $210.3M | $68.7M | ||
| Q3 24 | $203.7M | $47.3M | ||
| Q2 24 | $54.3M | $68.5M | ||
| Q1 24 | $52.4M | $36.2M |
| Q4 25 | $202.4M | $74.0M | ||
| Q3 25 | $213.9M | $52.5M | ||
| Q2 25 | $31.3M | $69.6M | ||
| Q1 25 | $141.2M | $19.5M | ||
| Q4 24 | $193.2M | $65.3M | ||
| Q3 24 | $161.7M | $38.0M | ||
| Q2 24 | $26.5M | $57.9M | ||
| Q1 24 | $23.8M | $24.5M |
| Q4 25 | 24.5% | 18.8% | ||
| Q3 25 | 27.8% | 13.7% | ||
| Q2 25 | 4.2% | 18.2% | ||
| Q1 25 | 23.6% | 5.5% | ||
| Q4 24 | 29.4% | 18.4% | ||
| Q3 24 | 25.8% | 11.2% | ||
| Q2 24 | 4.2% | 17.1% | ||
| Q1 24 | 3.9% | 7.6% |
| Q4 25 | 5.6% | 6.2% | ||
| Q3 25 | 4.7% | 5.8% | ||
| Q2 25 | 6.2% | 3.6% | ||
| Q1 25 | 6.0% | 5.9% | ||
| Q4 24 | 2.6% | 1.0% | ||
| Q3 24 | 6.7% | 2.8% | ||
| Q2 24 | 4.4% | 3.1% | ||
| Q1 24 | 4.7% | 3.6% |
| Q4 25 | 1.77× | 2.59× | ||
| Q3 25 | 2.10× | 2.70× | ||
| Q2 25 | 0.38× | 2.56× | ||
| Q1 25 | 2.35× | 1.35× | ||
| Q4 24 | 7.94× | 2.46× | ||
| Q3 24 | 3.93× | 1.66× | ||
| Q2 24 | 1.71× | 1.92× | ||
| Q1 24 | — | 1.28× |
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
GMED
| Other | $391.8M | 47% |
| Nevro Merger Agreement | $293.6M | 36% |
| Enabling Technologies | $141.0M | 17% |
MMSI
| Other | $154.6M | 39% |
| Peripheral Intervention | $93.2M | 24% |
| Cardiac Intervention | $50.2M | 13% |
| OEM | $42.6M | 11% |
| Custom Procedural Solutions | $33.1M | 8% |
| Endoscopy Segment | $20.1M | 5% |
