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雅培(ABT)与Teladoc Health, Inc.(TDOC)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Teladoc Health, Inc.的17.8倍($11.5B vs $642.3M)。雅培同比增速更快(4.4% vs 0.3%)。雅培自由现金流更多($2.6B vs $85.1M)。过去两年雅培的营收复合增速更高(7.2% vs -0.3%)
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。
泰莱达克健康是一家跨国远程医疗与虚拟医疗企业,2002年成立,总部位于美国纽约。公司核心业务涵盖远程问诊、医学意见咨询、人工智能与数据分析、远程医疗设备及可授权平台服务,主要通过电话、视频会议软件与移动应用,为用户提供随时可及的远程医疗服务。
ABT vs TDOC — 直观对比
营收规模更大
ABT
是对方的17.8倍
$642.3M
营收增速更快
ABT
高出4.1%
0.3%
自由现金流更多
ABT
多$2.5B
$85.1M
两年增速更快
ABT
近两年复合增速
-0.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $11.5B | $642.3M |
| 净利润 | $1.8B | — |
| 毛利率 | 57.0% | — |
| 营业利润率 | 19.6% | -5.6% |
| 净利率 | 15.5% | — |
| 营收同比 | 4.4% | 0.3% |
| 净利润同比 | -80.8% | — |
| 每股收益(稀释后) | $1.01 | $-0.14 |
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
TDOC
| Q4 25 | $11.5B | $642.3M | ||
| Q3 25 | $11.4B | $626.4M | ||
| Q2 25 | $11.1B | $631.9M | ||
| Q1 25 | $10.4B | $629.4M | ||
| Q4 24 | $11.0B | $640.5M | ||
| Q3 24 | $10.6B | $640.5M | ||
| Q2 24 | $10.4B | $642.4M | ||
| Q1 24 | $10.0B | $646.1M |
净利润
ABT
TDOC
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.6B | $-49.5M | ||
| Q2 25 | $1.8B | $-32.7M | ||
| Q1 25 | $1.3B | $-93.0M | ||
| Q4 24 | $9.2B | — | ||
| Q3 24 | $1.6B | $-33.3M | ||
| Q2 24 | $1.3B | $-837.7M | ||
| Q1 24 | $1.2B | $-81.9M |
毛利率
ABT
TDOC
| Q4 25 | 57.0% | — | ||
| Q3 25 | 55.4% | — | ||
| Q2 25 | 56.4% | — | ||
| Q1 25 | 56.9% | — | ||
| Q4 24 | 55.0% | — | ||
| Q3 24 | 55.8% | — | ||
| Q2 24 | 55.6% | — | ||
| Q1 24 | 55.2% | — |
营业利润率
ABT
TDOC
| Q4 25 | 19.6% | -5.6% | ||
| Q3 25 | 18.1% | -8.3% | ||
| Q2 25 | 18.4% | -8.6% | ||
| Q1 25 | 16.3% | -19.2% | ||
| Q4 24 | 17.4% | -7.5% | ||
| Q3 24 | 17.5% | -6.9% | ||
| Q2 24 | 16.1% | -130.9% | ||
| Q1 24 | 13.9% | -13.5% |
净利率
ABT
TDOC
| Q4 25 | 15.5% | — | ||
| Q3 25 | 14.5% | -7.9% | ||
| Q2 25 | 16.0% | -5.2% | ||
| Q1 25 | 12.8% | -14.8% | ||
| Q4 24 | 84.1% | — | ||
| Q3 24 | 15.5% | -5.2% | ||
| Q2 24 | 12.5% | -130.4% | ||
| Q1 24 | 12.3% | -12.7% |
每股收益(稀释后)
ABT
TDOC
| Q4 25 | $1.01 | $-0.14 | ||
| Q3 25 | $0.94 | $-0.28 | ||
| Q2 25 | $1.01 | $-0.19 | ||
| Q1 25 | $0.76 | $-0.53 | ||
| Q4 24 | $5.26 | $-0.27 | ||
| Q3 24 | $0.94 | $-0.19 | ||
| Q2 24 | $0.74 | $-4.92 | ||
| Q1 24 | $0.70 | $-0.49 |
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 | $781.1M |
| 总债务越低越好 | $12.9B | — |
| 股东权益账面价值 | $52.1B | $1.4B |
| 总资产 | $86.7B | $2.9B |
| 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
TDOC
| Q4 25 | $8.9B | $781.1M | ||
| Q3 25 | $7.7B | $726.2M | ||
| Q2 25 | $7.3B | $679.6M | ||
| Q1 25 | $6.8B | $1.2B | ||
| Q4 24 | $8.0B | $1.3B | ||
| Q3 24 | $7.8B | $1.2B | ||
| Q2 24 | $7.2B | $1.2B | ||
| Q1 24 | $6.7B | $1.1B |
总债务
ABT
TDOC
| 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
TDOC
| Q4 25 | $52.1B | $1.4B | ||
| Q3 25 | $51.0B | $1.4B | ||
| Q2 25 | $50.6B | $1.4B | ||
| Q1 25 | $48.8B | $1.4B | ||
| Q4 24 | $47.7B | $1.5B | ||
| Q3 24 | $39.8B | $1.5B | ||
| Q2 24 | $39.3B | $1.5B | ||
| Q1 24 | $38.8B | $2.3B |
总资产
ABT
TDOC
| Q4 25 | $86.7B | $2.9B | ||
| Q3 25 | $84.2B | $2.9B | ||
| Q2 25 | $84.0B | $2.9B | ||
| Q1 25 | $81.4B | $3.4B | ||
| Q4 24 | $81.4B | $3.5B | ||
| Q3 24 | $74.4B | $3.5B | ||
| Q2 24 | $73.0B | $3.5B | ||
| Q1 24 | $72.5B | $4.3B |
负债/权益比
ABT
TDOC
| 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 | $87.7M |
| 自由现金流经营现金流 - 资本支出 | $2.6B | $85.1M |
| 自由现金流率自由现金流/营收 | 22.9% | 13.3% |
| 资本支出强度资本支出/营收 | 6.0% | 0.4% |
| 现金转化率经营现金流/净利润 | 1.87× | — |
| 过去12个月自由现金流最近4个季度 | $7.4B | $285.5M |
8季度趋势,按日历期对齐
经营现金流
ABT
TDOC
| Q4 25 | $3.3B | $87.7M | ||
| Q3 25 | $2.8B | $99.3M | ||
| Q2 25 | $2.0B | $91.4M | ||
| Q1 25 | $1.4B | $15.9M | ||
| Q4 24 | $2.9B | $85.9M | ||
| Q3 24 | $2.7B | $110.2M | ||
| Q2 24 | $2.0B | $88.7M | ||
| Q1 24 | $1.0B | $8.9M |
自由现金流
ABT
TDOC
| Q4 25 | $2.6B | $85.1M | ||
| Q3 25 | $2.3B | $97.0M | ||
| Q2 25 | $1.5B | $90.2M | ||
| Q1 25 | $933.0M | $13.2M | ||
| Q4 24 | $2.1B | $79.8M | ||
| Q3 24 | $2.1B | $108.6M | ||
| Q2 24 | $1.4B | $86.8M | ||
| Q1 24 | $627.0M | $7.8M |
自由现金流率
ABT
TDOC
| Q4 25 | 22.9% | 13.3% | ||
| Q3 25 | 20.2% | 15.5% | ||
| Q2 25 | 13.9% | 14.3% | ||
| Q1 25 | 9.0% | 2.1% | ||
| Q4 24 | 19.6% | 12.5% | ||
| Q3 24 | 20.2% | 17.0% | ||
| Q2 24 | 13.8% | 13.5% | ||
| Q1 24 | 6.3% | 1.2% |
资本支出强度
ABT
TDOC
| Q4 25 | 6.0% | 0.4% | ||
| Q3 25 | 4.4% | 0.4% | ||
| Q2 25 | 4.5% | 0.2% | ||
| Q1 25 | 4.7% | 0.4% | ||
| Q4 24 | 6.6% | 1.0% | ||
| Q3 24 | 5.2% | 0.2% | ||
| Q2 24 | 5.1% | 0.3% | ||
| Q1 24 | 4.0% | 0.2% |
现金转化率
ABT
TDOC
| Q4 25 | 1.87× | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 0.31× | — | ||
| Q3 24 | 1.64× | — | ||
| Q2 24 | 1.51× | — | ||
| Q1 24 | 0.84× | — |
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
ABT
暂无分部数据
TDOC
| Teladoc Health Integrated Care | $409.1M | 64% |
| Better Help | $233.2M | 36% |