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agilon health, inc.（AGL）与VIEMED HEALTHCARE, INC.（VMD）财务数据对比。点击上方公司名可切换其他公司
agilon health, inc.的季度营收约是VIEMED HEALTHCARE, INC.的20.6倍（$1.6B vs $76.2M）。VIEMED HEALTHCARE, INC.净利率更高（7.4% vs -12.0%，领先19.4%）。VIEMED HEALTHCARE, INC.同比增速更快（25.5% vs 3.1%）。VIEMED HEALTHCARE, INC.自由现金流更多（$9.7M vs $-23.5M）。过去两年VIEMED HEALTHCARE, INC.的营收复合增速更高（22.7% vs -1.1%）
agilon health是一家美国医疗保健企业，主要与基层医疗服务提供者合作，为联邦医疗保险覆盖的老年群体提供价值导向型医疗解决方案，为医生提供行政支持、临床工具及风险管理框架，在提升诊疗效果的同时降低医疗成本，业务覆盖美国20余个州。
Viemed Healthcare是一家专注于呼吸护理解决方案的医疗科技企业，研发、生产及销售便携式呼吸机、呼吸治疗设备及配套支持服务，覆盖北美、欧洲及亚太核心市场的急症、亚急症及居家护理场景，服务急慢性呼吸系统疾病患者。
AGL vs VMD — 直观对比
营收规模更大
AGL
是对方的20.6倍
$76.2M
营收增速更快
VMD
高出22.4%
3.1%
净利率更高
VMD
高出19.4%
-12.0%
自由现金流更多
VMD
多$33.2M
$-23.5M
两年增速更快
VMD
近两年复合增速
-1.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $76.2M |
| 净利润 | $-188.9M | $5.6M |
| 毛利率 | — | 57.9% |
| 营业利润率 | -12.3% | 11.0% |
| 净利率 | -12.0% | 7.4% |
| 营收同比 | 3.1% | 25.5% |
| 净利润同比 | -78.5% | 30.7% |
| 每股收益（稀释后） | — | $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AGLVMD
| Q4 25 | $1.6B | $76.2M | ||
| Q3 25 | $1.4B | $71.9M | ||
| Q2 25 | $1.4B | $63.1M | ||
| Q1 25 | $1.5B | $59.1M | ||
| Q4 24 | $1.5B | $60.7M | ||
| Q3 24 | $1.5B | $58.0M | ||
| Q2 24 | $1.5B | $55.0M | ||
| Q1 24 | $1.6B | $50.6M |
净利润AGLVMD
| Q4 25 | $-188.9M | $5.6M | ||
| Q3 25 | $-110.2M | $3.5M | ||
| Q2 25 | $-104.4M | $3.2M | ||
| Q1 25 | $12.1M | $2.6M | ||
| Q4 24 | $-105.8M | $4.3M | ||
| Q3 24 | $-117.6M | $3.9M | ||
| Q2 24 | $-30.7M | $1.5M | ||
| Q1 24 | $-6.1M | $1.6M |
毛利率AGLVMD
| Q4 25 | — | 57.9% | ||
| Q3 25 | — | 57.5% | ||
| Q2 25 | — | 58.3% | ||
| Q1 25 | — | 56.3% | ||
| Q4 24 | — | 59.5% | ||
| Q3 24 | — | 59.3% | ||
| Q2 24 | — | 59.8% | ||
| Q1 24 | — | 58.9% |
营业利润率AGLVMD
| Q4 25 | -12.3% | 11.0% | ||
| Q3 25 | -9.1% | 7.8% | ||
| Q2 25 | -8.3% | 8.1% | ||
| Q1 25 | -1.4% | 6.5% | ||
| Q4 24 | -7.1% | 10.6% | ||
| Q3 24 | -9.2% | 9.7% | ||
| Q2 24 | -2.9% | 6.6% | ||
| Q1 24 | -0.4% | 4.4% |
净利率AGLVMD
| Q4 25 | -12.0% | 7.4% | ||
| Q3 25 | -7.7% | 4.9% | ||
| Q2 25 | -7.5% | 5.0% | ||
| Q1 25 | 0.8% | 4.4% | ||
| Q4 24 | -6.9% | 7.1% | ||
| Q3 24 | -8.1% | 6.7% | ||
| Q2 24 | -2.1% | 2.7% | ||
| Q1 24 | -0.4% | 3.2% |
每股收益（稀释后）AGLVMD
| Q4 25 | — | $0.14 | ||
| Q3 25 | — | $0.09 | ||
| Q2 25 | — | $0.08 | ||
| Q1 25 | — | $0.06 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | — | $0.10 | ||
| Q2 24 | — | $0.04 | ||
| Q1 24 | — | $0.04 |
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 | $173.7M | $13.5M |
| 总债务越低越好 | $35.0M | — |
| 股东权益账面价值 | $126.7M | $141.5M |
| 总资产 | $1.3B | $199.2M |
| 负债/权益比越低杠杆越低 | 0.28× | — |
8季度趋势，按日历期对齐
现金及短期投资AGLVMD
| Q4 25 | $173.7M | $13.5M | ||
| Q3 25 | $171.7M | $11.1M | ||
| Q2 25 | $171.4M | $20.0M | ||
| Q1 25 | $136.9M | $10.2M | ||
| Q4 24 | $188.2M | $17.5M | ||
| Q3 24 | $148.2M | $11.3M | ||
| Q2 24 | $109.5M | $8.8M | ||
| Q1 24 | $111.7M | $7.3M |
总债务AGLVMD
| Q4 25 | $35.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AGLVMD
| Q4 25 | $126.7M | $141.5M | ||
| Q3 25 | $306.1M | $133.6M | ||
| Q2 25 | $408.9M | $139.7M | ||
| Q1 25 | $500.3M | $134.8M | ||
| Q4 24 | $471.0M | $131.4M | ||
| Q3 24 | $574.9M | $125.0M | ||
| Q2 24 | $676.6M | $119.4M | ||
| Q1 24 | $689.3M | $116.3M |
总资产AGLVMD
| Q4 25 | $1.3B | $199.2M | ||
| Q3 25 | $1.6B | $202.4M | ||
| Q2 25 | $1.7B | $184.6M | ||
| Q1 25 | $1.9B | $178.1M | ||
| Q4 24 | $1.7B | $177.1M | ||
| Q3 24 | $2.1B | $169.5M | ||
| Q2 24 | $2.2B | $163.9M | ||
| Q1 24 | $2.3B | $154.9M |
负债/权益比AGLVMD
| Q4 25 | 0.28× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $-20.5M | $18.4M |
| 自由现金流经营现金流 - 资本支出 | $-23.5M | $9.7M |
| 自由现金流率自由现金流/营收 | -1.5% | 12.7% |
| 资本支出强度资本支出/营收 | 0.2% | 11.5% |
| 现金转化率经营现金流/净利润 | — | 3.27× |
| 过去12个月自由现金流最近4个季度 | $-119.0M | $11.9M |
8季度趋势，按日历期对齐
经营现金流AGLVMD
| Q4 25 | $-20.5M | $18.4M | ||
| Q3 25 | $-18.2M | $18.4M | ||
| Q2 25 | $-35.1M | $12.3M | ||
| Q1 25 | $-32.0M | $2.9M | ||
| Q4 24 | $16.4M | $15.0M | ||
| Q3 24 | $-7.7M | $12.7M | ||
| Q2 24 | $-18.7M | $10.2M | ||
| Q1 24 | $-47.8M | $1.2M |
自由现金流AGLVMD
| Q4 25 | $-23.5M | $9.7M | ||
| Q3 25 | $-21.3M | $10.7M | ||
| Q2 25 | $-38.3M | $4.1M | ||
| Q1 25 | $-35.8M | $-12.6M | ||
| Q4 24 | $13.2M | $3.2M | ||
| Q3 24 | $-11.2M | $1.7M | ||
| Q2 24 | $-22.0M | $1.2M | ||
| Q1 24 | $-50.9M | $-4.8M |
自由现金流率AGLVMD
| Q4 25 | -1.5% | 12.7% | ||
| Q3 25 | -1.5% | 14.9% | ||
| Q2 25 | -2.7% | 6.5% | ||
| Q1 25 | -2.3% | -21.4% | ||
| Q4 24 | 0.9% | 5.2% | ||
| Q3 24 | -0.8% | 3.0% | ||
| Q2 24 | -1.5% | 2.3% | ||
| Q1 24 | -3.2% | -9.5% |
资本支出强度AGLVMD
| Q4 25 | 0.2% | 11.5% | ||
| Q3 25 | 0.2% | 10.6% | ||
| Q2 25 | 0.2% | 12.9% | ||
| Q1 25 | 0.3% | 26.2% | ||
| Q4 24 | 0.2% | 19.5% | ||
| Q3 24 | 0.2% | 19.0% | ||
| Q2 24 | 0.2% | 16.3% | ||
| Q1 24 | 0.2% | 11.9% |
现金转化率AGLVMD
| Q4 25 | — | 3.27× | ||
| Q3 25 | — | 5.23× | ||
| Q2 25 | — | 3.88× | ||
| Q1 25 | -2.64× | 1.09× | ||
| Q4 24 | — | 3.47× | ||
| Q3 24 | — | 3.29× | ||
| Q2 24 | — | 6.94× | ||
| Q1 24 | — | 0.73× |
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
AGL
| Medical Services | $1.6B | 100% |
| Other Operating | $2.5M | 0% |
VMD
暂无分部数据
