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雅培(ABT)与Hims & Hers Health, Inc.(HIMS)财务数据对比。点击上方公司名可切换其他公司
雅培的季度营收约是Hims & Hers Health, Inc.的18.5倍($11.5B vs $617.8M)。雅培净利率更高(15.5% vs 3.3%,领先12.2%)。Hims & Hers Health, Inc.同比增速更快(28.4% vs 4.4%)。雅培自由现金流更多($2.6B vs $-2.5M)。过去两年Hims & Hers Health, Inc.的营收复合增速更高(49.0% vs 7.2%)
雅培是总部位于美国伊利诺伊州雅培园的跨国医疗健康企业,业务覆盖美国境外市场药品销售、诊断产品、营养产品及医疗器械等板块,在全球医疗健康领域拥有较高的行业知名度与广泛的市场覆盖。
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业,面向消费者提供处方药品、非处方药物以及各类个人护理产品,依托线上服务模式为用户打造便捷的健康消费渠道,覆盖日常医疗、个护等多场景需求。
ABT vs HIMS — 直观对比
营收规模更大
ABT
是对方的18.5倍
$617.8M
营收增速更快
HIMS
高出24.0%
4.4%
净利率更高
ABT
高出12.2%
3.3%
自由现金流更多
ABT
多$2.6B
$-2.5M
两年增速更快
HIMS
近两年复合增速
7.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $11.5B | $617.8M |
| 净利润 | $1.8B | $20.6M |
| 毛利率 | 57.0% | 71.9% |
| 营业利润率 | 19.6% | 1.5% |
| 净利率 | 15.5% | 3.3% |
| 营收同比 | 4.4% | 28.4% |
| 净利润同比 | -80.8% | -20.8% |
| 每股收益(稀释后) | $1.01 | $0.08 |
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
ABT
HIMS
| Q4 25 | $11.5B | $617.8M | ||
| Q3 25 | $11.4B | $599.0M | ||
| Q2 25 | $11.1B | $544.8M | ||
| Q1 25 | $10.4B | $586.0M | ||
| Q4 24 | $11.0B | $481.1M | ||
| Q3 24 | $10.6B | $401.6M | ||
| Q2 24 | $10.4B | $315.6M | ||
| Q1 24 | $10.0B | $278.2M |
净利润
ABT
HIMS
| Q4 25 | $1.8B | $20.6M | ||
| Q3 25 | $1.6B | $15.8M | ||
| Q2 25 | $1.8B | $42.5M | ||
| Q1 25 | $1.3B | $49.5M | ||
| Q4 24 | $9.2B | $26.0M | ||
| Q3 24 | $1.6B | $75.6M | ||
| Q2 24 | $1.3B | $13.3M | ||
| Q1 24 | $1.2B | $11.1M |
毛利率
ABT
HIMS
| Q4 25 | 57.0% | 71.9% | ||
| Q3 25 | 55.4% | 73.8% | ||
| Q2 25 | 56.4% | 76.4% | ||
| Q1 25 | 56.9% | 73.5% | ||
| Q4 24 | 55.0% | 76.8% | ||
| Q3 24 | 55.8% | 79.2% | ||
| Q2 24 | 55.6% | 81.3% | ||
| Q1 24 | 55.2% | 82.4% |
营业利润率
ABT
HIMS
| Q4 25 | 19.6% | 1.5% | ||
| Q3 25 | 18.1% | 2.0% | ||
| Q2 25 | 18.4% | 4.9% | ||
| Q1 25 | 16.3% | 9.9% | ||
| Q4 24 | 17.4% | 3.9% | ||
| Q3 24 | 17.5% | 5.6% | ||
| Q2 24 | 16.1% | 3.5% | ||
| Q1 24 | 13.9% | 3.6% |
净利率
ABT
HIMS
| Q4 25 | 15.5% | 3.3% | ||
| Q3 25 | 14.5% | 2.6% | ||
| Q2 25 | 16.0% | 7.8% | ||
| Q1 25 | 12.8% | 8.4% | ||
| Q4 24 | 84.1% | 5.4% | ||
| Q3 24 | 15.5% | 18.8% | ||
| Q2 24 | 12.5% | 4.2% | ||
| Q1 24 | 12.3% | 4.0% |
每股收益(稀释后)
ABT
HIMS
| Q4 25 | $1.01 | $0.08 | ||
| Q3 25 | $0.94 | $0.06 | ||
| Q2 25 | $1.01 | $0.17 | ||
| Q1 25 | $0.76 | $0.20 | ||
| Q4 24 | $5.26 | $0.10 | ||
| Q3 24 | $0.94 | $0.32 | ||
| Q2 24 | $0.74 | $0.06 | ||
| Q1 24 | $0.70 | $0.05 |
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 | $8.9B | $228.6M |
| 总债务越低越好 | $12.9B | — |
| 股东权益账面价值 | $52.1B | $540.9M |
| 总资产 | $86.7B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.25× | — |
8季度趋势,按日历期对齐
现金及短期投资
ABT
HIMS
| Q4 25 | $8.9B | $228.6M | ||
| Q3 25 | $7.7B | $345.8M | ||
| Q2 25 | $7.3B | $1.1B | ||
| Q1 25 | $6.8B | $273.7M | ||
| Q4 24 | $8.0B | $220.6M | ||
| Q3 24 | $7.8B | $165.5M | ||
| Q2 24 | $7.2B | $129.3M | ||
| Q1 24 | $6.7B | $105.2M |
总债务
ABT
HIMS
| Q4 25 | $12.9B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $14.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
ABT
HIMS
| Q4 25 | $52.1B | $540.9M | ||
| Q3 25 | $51.0B | $581.0M | ||
| Q2 25 | $50.6B | $562.7M | ||
| Q1 25 | $48.8B | $549.3M | ||
| Q4 24 | $47.7B | $476.7M | ||
| Q3 24 | $39.8B | $440.1M | ||
| Q2 24 | $39.3B | $362.0M | ||
| Q1 24 | $38.8B | $344.5M |
总资产
ABT
HIMS
| Q4 25 | $86.7B | $2.2B | ||
| Q3 25 | $84.2B | $2.2B | ||
| Q2 25 | $84.0B | $1.9B | ||
| Q1 25 | $81.4B | $891.7M | ||
| Q4 24 | $81.4B | $707.5M | ||
| Q3 24 | $74.4B | $602.3M | ||
| Q2 24 | $73.0B | $480.5M | ||
| Q1 24 | $72.5B | $448.1M |
负债/权益比
ABT
HIMS
| Q4 25 | 0.25× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.30× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $3.3B | $61.3M |
| 自由现金流经营现金流 - 资本支出 | $2.6B | $-2.5M |
| 自由现金流率自由现金流/营收 | 22.9% | -0.4% |
| 资本支出强度资本支出/营收 | 6.0% | 10.3% |
| 现金转化率经营现金流/净利润 | 1.87× | 2.98× |
| 过去12个月自由现金流最近4个季度 | $7.4B | $57.4M |
8季度趋势,按日历期对齐
经营现金流
ABT
HIMS
| Q4 25 | $3.3B | $61.3M | ||
| Q3 25 | $2.8B | $148.7M | ||
| Q2 25 | $2.0B | $-19.1M | ||
| Q1 25 | $1.4B | $109.1M | ||
| Q4 24 | $2.9B | $86.4M | ||
| Q3 24 | $2.7B | $85.3M | ||
| Q2 24 | $2.0B | $53.6M | ||
| Q1 24 | $1.0B | $25.8M |
自由现金流
ABT
HIMS
| Q4 25 | $2.6B | $-2.5M | ||
| Q3 25 | $2.3B | $79.3M | ||
| Q2 25 | $1.5B | $-69.5M | ||
| Q1 25 | $933.0M | $50.1M | ||
| Q4 24 | $2.1B | $59.5M | ||
| Q3 24 | $2.1B | $79.4M | ||
| Q2 24 | $1.4B | $47.6M | ||
| Q1 24 | $627.0M | $11.8M |
自由现金流率
ABT
HIMS
| Q4 25 | 22.9% | -0.4% | ||
| Q3 25 | 20.2% | 13.2% | ||
| Q2 25 | 13.9% | -12.8% | ||
| Q1 25 | 9.0% | 8.5% | ||
| Q4 24 | 19.6% | 12.4% | ||
| Q3 24 | 20.2% | 19.8% | ||
| Q2 24 | 13.8% | 15.1% | ||
| Q1 24 | 6.3% | 4.3% |
资本支出强度
ABT
HIMS
| Q4 25 | 6.0% | 10.3% | ||
| Q3 25 | 4.4% | 11.6% | ||
| Q2 25 | 4.5% | 9.3% | ||
| Q1 25 | 4.7% | 10.1% | ||
| Q4 24 | 6.6% | 5.6% | ||
| Q3 24 | 5.2% | 1.5% | ||
| Q2 24 | 5.1% | 1.9% | ||
| Q1 24 | 4.0% | 5.0% |
现金转化率
ABT
HIMS
| Q4 25 | 1.87× | 2.98× | ||
| Q3 25 | 1.70× | 9.43× | ||
| Q2 25 | 1.15× | -0.45× | ||
| Q1 25 | 1.07× | 2.20× | ||
| Q4 24 | 0.31× | 3.32× | ||
| Q3 24 | 1.64× | 1.13× | ||
| Q2 24 | 1.51× | 4.03× | ||
| Q1 24 | 0.84× | 2.32× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图