vs
爱尔康（ALC）与直觉外科（ISRG）财务数据对比。点击上方公司名可切换其他公司
直觉外科的季度营收约是爱尔康的1.1倍（$2.8B vs $2.6B），直觉外科净利率更高（29.8% vs 6.8%，领先23.0%），直觉外科同比增速更快（23.0% 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。
直觉外科（Intuitive Surgical）是美国医疗科技企业，主打研发、生产及销售微创外科手术机器人产品，核心产品为达芬奇手术系统，可有效提升患者临床治疗效果。该公司为纳斯达克100、标普100及标普500指数成分股，截至2021年末全球达芬奇系统装机量达6730台，其中美国市场占4139台。
ALC vs ISRG — 直观对比
营收规模更大
ISRG
是对方的1.1倍
$2.6B
营收增速更快
ISRG
高出19.0%
4.0%
净利率更高
ISRG
高出23.0%
6.8%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $2.8B |
| 净利润 | $176.0M | $826.0M |
| 毛利率 | 53.5% | 66.1% |
| 营业利润率 | 9.5% | — |
| 净利率 | 6.8% | 29.8% |
| 营收同比 | 4.0% | 23.0% |
| 净利润同比 | -21.1% | 17.4% |
| 每股收益（稀释后） | $0.35 | $2.28 |
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ALCISRG
| Q1 26 | — | $2.8B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | $2.6B | $2.4B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $2.5B | $2.0B |
净利润ALCISRG
| Q1 26 | — | $826.0M | ||
| Q4 25 | — | $794.8M | ||
| Q3 25 | — | $704.4M | ||
| Q2 25 | $176.0M | $658.4M | ||
| Q1 25 | — | $698.4M | ||
| Q4 24 | — | $685.7M | ||
| Q3 24 | — | $565.1M | ||
| Q2 24 | $223.0M | $526.9M |
毛利率ALCISRG
| Q1 26 | — | 66.1% | ||
| Q4 25 | — | 66.4% | ||
| Q3 25 | — | 66.4% | ||
| Q2 25 | 53.5% | 66.3% | ||
| Q1 25 | — | 64.7% | ||
| Q4 24 | — | 68.0% | ||
| Q3 24 | — | 67.4% | ||
| Q2 24 | 55.0% | 68.3% |
营业利润率ALCISRG
| Q1 26 | — | — | ||
| Q4 25 | — | 30.2% | ||
| Q3 25 | — | 30.3% | ||
| Q2 25 | 9.5% | 30.5% | ||
| Q1 25 | — | 25.7% | ||
| Q4 24 | — | 30.4% | ||
| Q3 24 | — | 28.3% | ||
| Q2 24 | 12.7% | 28.2% |
净利率ALCISRG
| Q1 26 | — | 29.8% | ||
| Q4 25 | — | 27.7% | ||
| Q3 25 | — | 28.1% | ||
| Q2 25 | 6.8% | 27.0% | ||
| Q1 25 | — | 31.0% | ||
| Q4 24 | — | 28.4% | ||
| Q3 24 | — | 27.7% | ||
| Q2 24 | 8.9% | 26.2% |
每股收益（稀释后）ALCISRG
| Q1 26 | — | $2.28 | ||
| Q4 25 | — | $2.19 | ||
| Q3 25 | — | $1.95 | ||
| Q2 25 | $0.35 | $1.81 | ||
| Q1 25 | — | $1.92 | ||
| Q4 24 | — | $1.89 | ||
| Q3 24 | — | $1.56 | ||
| Q2 24 | $0.45 | $1.46 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $22.1B | $17.6B |
| 总资产 | $31.4B | $20.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ALCISRG
| Q1 26 | — | — | ||
| Q4 25 | — | $5.9B | ||
| Q3 25 | — | $4.9B | ||
| Q2 25 | $1.4B | $5.3B | ||
| Q1 25 | — | $4.5B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $4.2B | ||
| Q2 24 | $1.4B | $4.8B |
股东权益ALCISRG
| Q1 26 | — | $17.6B | ||
| Q4 25 | — | $17.8B | ||
| Q3 25 | — | $16.9B | ||
| Q2 25 | $22.1B | $17.8B | ||
| Q1 25 | — | $17.1B | ||
| Q4 24 | — | $16.4B | ||
| Q3 24 | — | $15.6B | ||
| Q2 24 | $20.9B | $14.7B |
总资产ALCISRG
| Q1 26 | — | $20.1B | ||
| Q4 25 | — | $20.5B | ||
| Q3 25 | — | $19.4B | ||
| Q2 25 | $31.4B | $20.2B | ||
| Q1 25 | — | $19.2B | ||
| Q4 24 | — | $18.7B | ||
| Q3 24 | — | $17.7B | ||
| Q2 24 | $29.7B | $16.6B |
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
ALC
暂无分部数据
ISRG
| Instruments and accessories | $1.7B | 61% |
| Systems | $650.7M | 23% |
| Services | $433.7M | 16% |
