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爱尔康(ALC)与National Vision Holdings, Inc.(EYE)财务数据对比。点击上方公司名可切换其他公司
爱尔康的季度营收约是National Vision Holdings, Inc.的5.3倍($2.6B vs $487.3M)。爱尔康净利率更高(6.8% vs 0.7%,领先6.1%)。National Vision Holdings, Inc.同比增速更快(7.9% vs 4.0%)
爱尔康是瑞美合资的制药及医疗器械企业,专注于眼健康护理产品领域。公司注册地为瑞士弗里堡州,全球总部设于日内瓦,核心运营基地位于美国得克萨斯州沃思堡,当地员工规模约4500人。
Vision Research是一家总部位于美国新泽西州韦恩的跨国企业,主营高速数码相机的研发生产,旗下产品以Phantom品牌推向市场,广泛应用于国防、工业产品开发、制造、汽车、科研、娱乐等众多领域,目前隶属于全球电子仪器及机电设备制造商阿美特克公司的材料分析事业部。
ALC vs EYE — 直观对比
营收规模更大
ALC
是对方的5.3倍
$487.3M
营收增速更快
EYE
高出3.9%
4.0%
净利率更高
ALC
高出6.1%
0.7%
损益表 — Q2 2025 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $2.6B | $487.3M |
| 净利润 | $176.0M | $3.4M |
| 毛利率 | 53.5% | — |
| 营业利润率 | 9.5% | 2.0% |
| 净利率 | 6.8% | 0.7% |
| 营收同比 | 4.0% | 7.9% |
| 净利润同比 | -21.1% | 139.8% |
| 每股收益(稀释后) | $0.35 | $0.04 |
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
ALC
EYE
| Q3 25 | — | $487.3M | ||
| Q2 25 | $2.6B | $486.4M | ||
| Q1 25 | — | $510.3M | ||
| Q4 24 | — | $437.3M | ||
| Q3 24 | — | $451.5M | ||
| Q2 24 | $2.5B | $451.7M | ||
| Q1 24 | — | $482.8M | ||
| Q4 23 | — | $421.0M |
净利润
ALC
EYE
| Q3 25 | — | $3.4M | ||
| Q2 25 | $176.0M | $8.7M | ||
| Q1 25 | — | $14.2M | ||
| Q4 24 | — | $-28.6M | ||
| Q3 24 | — | $-8.5M | ||
| Q2 24 | $223.0M | $-3.1M | ||
| Q1 24 | — | $11.7M | ||
| Q4 23 | — | $-16.0M |
毛利率
ALC
EYE
| Q3 25 | — | — | ||
| Q2 25 | 53.5% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 55.0% | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — |
营业利润率
ALC
EYE
| Q3 25 | — | 2.0% | ||
| Q2 25 | 9.5% | 3.4% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | -5.8% | ||
| Q3 24 | — | -2.0% | ||
| Q2 24 | 12.7% | 0.1% | ||
| Q1 24 | — | 4.9% | ||
| Q4 23 | — | -2.9% |
净利率
ALC
EYE
| Q3 25 | — | 0.7% | ||
| Q2 25 | 6.8% | 1.8% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | -6.5% | ||
| Q3 24 | — | -1.9% | ||
| Q2 24 | 8.9% | -0.7% | ||
| Q1 24 | — | 2.4% | ||
| Q4 23 | — | -3.8% |
每股收益(稀释后)
ALC
EYE
| Q3 25 | — | $0.04 | ||
| Q2 25 | $0.35 | $0.11 | ||
| Q1 25 | — | $0.18 | ||
| Q4 24 | — | $-0.36 | ||
| Q3 24 | — | $-0.11 | ||
| Q2 24 | $0.45 | $-0.04 | ||
| Q1 24 | — | $0.15 | ||
| Q4 23 | — | $-0.17 |
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 | $1.4B | $56.0M |
| 总债务越低越好 | — | $236.5M |
| 股东权益账面价值 | $22.1B | $858.8M |
| 总资产 | $31.4B | $2.0B |
| 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
ALC
EYE
| Q3 25 | — | $56.0M | ||
| Q2 25 | $1.4B | $48.5M | ||
| Q1 25 | — | $80.0M | ||
| Q4 24 | — | $73.9M | ||
| Q3 24 | — | $81.2M | ||
| Q2 24 | $1.4B | $179.5M | ||
| Q1 24 | — | $150.1M | ||
| Q4 23 | — | $149.9M |
总债务
ALC
EYE
| Q3 25 | — | $236.5M | ||
| Q2 25 | — | $255.6M | ||
| Q1 25 | — | $244.7M | ||
| Q4 24 | — | $248.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | — | $143.9M | ||
| Q1 24 | — | $448.6M | ||
| Q4 23 | — | $450.8M |
股东权益
ALC
EYE
| Q3 25 | — | $858.8M | ||
| Q2 25 | $22.1B | $850.6M | ||
| Q1 25 | — | $836.2M | ||
| Q4 24 | — | $816.3M | ||
| Q3 24 | — | $840.0M | ||
| Q2 24 | $20.9B | $843.4M | ||
| Q1 24 | — | $841.3M | ||
| Q4 23 | — | $829.4M |
总资产
ALC
EYE
| Q3 25 | — | $2.0B | ||
| Q2 25 | $31.4B | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $29.7B | $2.1B | ||
| Q1 24 | — | $2.2B | ||
| Q4 23 | — | $2.2B |
负债/权益比
ALC
EYE
| Q3 25 | — | 0.28× | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | — | 0.53× | ||
| Q4 23 | — | 0.54× |
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 | — | $46.6M |
| 自由现金流经营现金流 - 资本支出 | — | $30.3M |
| 自由现金流率自由现金流/营收 | — | 6.2% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 现金转化率经营现金流/净利润 | — | 13.83× |
| 过去12个月自由现金流最近4个季度 | — | $83.0M |
8季度趋势,按日历期对齐
经营现金流
ALC
EYE
| Q3 25 | — | $46.6M | ||
| Q2 25 | — | $54.3M | ||
| Q1 25 | — | $32.2M | ||
| Q4 24 | — | $30.3M | ||
| Q3 24 | — | $27.9M | ||
| Q2 24 | — | $51.5M | ||
| Q1 24 | — | $24.0M | ||
| Q4 23 | — | $19.8M |
自由现金流
ALC
EYE
| Q3 25 | — | $30.3M | ||
| Q2 25 | — | $42.4M | ||
| Q1 25 | — | $12.0M | ||
| Q4 24 | — | $-1.7M | ||
| Q3 24 | — | $4.1M | ||
| Q2 24 | — | $31.9M | ||
| Q1 24 | — | $4.0M | ||
| Q4 23 | — | $-13.0M |
自由现金流率
ALC
EYE
| Q3 25 | — | 6.2% | ||
| Q2 25 | — | 8.7% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | -0.4% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 7.1% | ||
| Q1 24 | — | 0.8% | ||
| Q4 23 | — | -3.1% |
资本支出强度
ALC
EYE
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 7.3% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | — | 4.3% | ||
| Q1 24 | — | 4.1% | ||
| Q4 23 | — | 7.8% |
现金转化率
ALC
EYE
| Q3 25 | — | 13.83× | ||
| Q2 25 | — | 6.22× | ||
| Q1 25 | — | 2.27× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.05× | ||
| Q4 23 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图