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爱齐科技（ALGN）与Owlet, Inc.（OWLT）财务数据对比。点击上方公司名可切换其他公司
爱齐科技的季度营收约是Owlet, Inc.的39.5倍（$1.0B vs $26.6M）。爱齐科技净利率更高（13.0% vs -34.6%，领先47.6%）。Owlet, Inc.同比增速更快（29.6% vs 5.3%）。爱齐科技自由现金流更多（$187.3M vs $-651.0K）。过去两年Owlet, Inc.的营收复合增速更高（34.2% vs 2.5%）
爱齐科技是一家全球知名医疗设备企业，主营设计、生产及销售隐适美透明矫治器、iTero口内扫描仪及配套服务，客户覆盖正畸医师、全科牙医，面向修复、美容牙科领域，业务分为透明矫治器、扫描仪及服务两大板块，可满足青少年等不同群体的正畸需求
Owlet, Inc.是一家专注于儿科健康科技的企业，核心产品为可穿戴婴儿智能监测袜，可实时追踪婴幼儿心率、血氧水平及睡眠数据，产品通过自营电商和零售合作伙伴销往全球多个市场，为新手父母提供育儿健康支持。
ALGN vs OWLT — 直观对比
营收规模更大
ALGN
是对方的39.5倍
$26.6M
营收增速更快
OWLT
高出24.4%
5.3%
净利率更高
ALGN
高出47.6%
-34.6%
自由现金流更多
ALGN
多$187.9M
$-651.0K
两年增速更快
OWLT
近两年复合增速
2.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $26.6M |
| 净利润 | $135.8M | $-9.2M |
| 毛利率 | 65.3% | 47.6% |
| 营业利润率 | 14.8% | -18.4% |
| 净利率 | 13.0% | -34.6% |
| 营收同比 | 5.3% | 29.6% |
| 净利润同比 | 30.8% | -1.5% |
| 每股收益（稀释后） | $1.88 | — |
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ALGNOWLT
| Q4 25 | $1.0B | $26.6M | ||
| Q3 25 | $995.7M | $32.0M | ||
| Q2 25 | $1.0B | $26.1M | ||
| Q1 25 | $979.3M | $21.1M | ||
| Q4 24 | $995.2M | $20.5M | ||
| Q3 24 | $977.9M | $22.1M | ||
| Q2 24 | $1.0B | $20.7M | ||
| Q1 24 | $997.4M | $14.8M |
净利润ALGNOWLT
| Q4 25 | $135.8M | $-9.2M | ||
| Q3 25 | $56.8M | $4.1M | ||
| Q2 25 | $124.6M | $-37.6M | ||
| Q1 25 | $93.2M | $3.0M | ||
| Q4 24 | $103.8M | $-9.1M | ||
| Q3 24 | $116.0M | $-5.6M | ||
| Q2 24 | $96.6M | $-1.1M | ||
| Q1 24 | $105.0M | $3.3M |
毛利率ALGNOWLT
| Q4 25 | 65.3% | 47.6% | ||
| Q3 25 | 64.2% | 50.6% | ||
| Q2 25 | 69.9% | 51.3% | ||
| Q1 25 | 69.5% | 53.7% | ||
| Q4 24 | 70.0% | 53.5% | ||
| Q3 24 | 69.7% | 52.2% | ||
| Q2 24 | 70.3% | 49.5% | ||
| Q1 24 | 70.0% | 44.4% |
营业利润率ALGNOWLT
| Q4 25 | 14.8% | -18.4% | ||
| Q3 25 | 9.7% | 3.8% | ||
| Q2 25 | 16.1% | -7.4% | ||
| Q1 25 | 13.4% | -12.7% | ||
| Q4 24 | 14.5% | -36.2% | ||
| Q3 24 | 16.6% | -21.8% | ||
| Q2 24 | 14.3% | -10.8% | ||
| Q1 24 | 15.5% | -39.0% |
净利率ALGNOWLT
| Q4 25 | 13.0% | -34.6% | ||
| Q3 25 | 5.7% | 12.9% | ||
| Q2 25 | 12.3% | -144.4% | ||
| Q1 25 | 9.5% | 14.3% | ||
| Q4 24 | 10.4% | -44.2% | ||
| Q3 24 | 11.9% | -25.4% | ||
| Q2 24 | 9.4% | -5.5% | ||
| Q1 24 | 10.5% | 22.2% |
每股收益（稀释后）ALGNOWLT
| Q4 25 | $1.88 | — | ||
| Q3 25 | $0.78 | $-0.06 | ||
| Q2 25 | $1.72 | $-2.37 | ||
| Q1 25 | $1.27 | $0.11 | ||
| Q4 24 | $1.40 | $-0.15 | ||
| Q3 24 | $1.55 | $-0.61 | ||
| Q2 24 | $1.28 | $-0.30 | ||
| Q1 24 | $1.39 | $-0.51 |
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 | $1.1B | $35.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $19.0M |
| 总资产 | $6.2B | $85.6M |
| 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ALGNOWLT
| Q4 25 | $1.1B | $35.5M | ||
| Q3 25 | $1.0B | $23.8M | ||
| Q2 25 | $901.2M | $21.8M | ||
| Q1 25 | $873.0M | $16.3M | ||
| Q4 24 | $1.0B | $20.2M | ||
| Q3 24 | $1.0B | $21.6M | ||
| Q2 24 | $761.4M | $15.4M | ||
| Q1 24 | $865.8M | $18.4M |
总债务ALGNOWLT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | $4.0M |
股东权益ALGNOWLT
| Q4 25 | $4.0B | $19.0M | ||
| Q3 25 | $4.0B | $-54.1M | ||
| Q2 25 | $3.9B | $-59.2M | ||
| Q1 25 | $3.8B | $-25.8M | ||
| Q4 24 | $3.9B | $-29.8M | ||
| Q3 24 | $3.9B | $-21.5M | ||
| Q2 24 | $3.8B | $-33.4M | ||
| Q1 24 | $3.8B | $-32.9M |
总资产ALGNOWLT
| Q4 25 | $6.2B | $85.6M | ||
| Q3 25 | $6.2B | $74.9M | ||
| Q2 25 | $6.2B | $63.5M | ||
| Q1 25 | $6.1B | $51.4M | ||
| Q4 24 | $6.2B | $49.5M | ||
| Q3 24 | $6.4B | $56.1M | ||
| Q2 24 | $6.2B | $45.9M | ||
| Q1 24 | $6.2B | $43.8M |
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 | $223.2M | $-452.0K |
| 自由现金流经营现金流 - 资本支出 | $187.3M | $-651.0K |
| 自由现金流率自由现金流/营收 | 17.9% | -2.5% |
| 资本支出强度资本支出/营收 | 3.4% | 0.7% |
| 现金转化率经营现金流/净利润 | 1.64× | — |
| 过去12个月自由现金流最近4个季度 | $490.8M | $-11.1M |
8季度趋势，按日历期对齐
经营现金流ALGNOWLT
| Q4 25 | $223.2M | $-452.0K | ||
| Q3 25 | $188.7M | $-2.2M | ||
| Q2 25 | $128.7M | $-2.2M | ||
| Q1 25 | $52.7M | $-5.9M | ||
| Q4 24 | $286.1M | $3.0M | ||
| Q3 24 | $263.7M | $-7.5M | ||
| Q2 24 | $159.8M | $-3.4M | ||
| Q1 24 | $28.7M | $-3.4M |
自由现金流ALGNOWLT
| Q4 25 | $187.3M | $-651.0K | ||
| Q3 25 | $169.0M | $-2.2M | ||
| Q2 25 | $107.2M | $-2.3M | ||
| Q1 25 | $27.4M | $-5.9M | ||
| Q4 24 | $263.1M | $3.0M | ||
| Q3 24 | $233.9M | $-7.5M | ||
| Q2 24 | $106.4M | $-3.4M | ||
| Q1 24 | $19.3M | — |
自由现金流率ALGNOWLT
| Q4 25 | 17.9% | -2.5% | ||
| Q3 25 | 17.0% | -6.8% | ||
| Q2 25 | 10.6% | -8.8% | ||
| Q1 25 | 2.8% | -28.1% | ||
| Q4 24 | 26.4% | 14.5% | ||
| Q3 24 | 23.9% | -33.9% | ||
| Q2 24 | 10.3% | -16.3% | ||
| Q1 24 | 1.9% | — |
资本支出强度ALGNOWLT
| Q4 25 | 3.4% | 0.7% | ||
| Q3 25 | 2.0% | 0.0% | ||
| Q2 25 | 2.1% | 0.2% | ||
| Q1 25 | 2.6% | 0.0% | ||
| Q4 24 | 2.3% | 0.2% | ||
| Q3 24 | 3.0% | 0.0% | ||
| Q2 24 | 5.2% | 0.0% | ||
| Q1 24 | 0.9% | 0.0% |
现金转化率ALGNOWLT
| Q4 25 | 1.64× | — | ||
| Q3 25 | 3.33× | -0.52× | ||
| Q2 25 | 1.03× | — | ||
| Q1 25 | 0.57× | -1.96× | ||
| Q4 24 | 2.76× | — | ||
| Q3 24 | 2.27× | — | ||
| Q2 24 | 1.66× | — | ||
| Q1 24 | 0.27× | -1.03× |
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
ALGN
暂无分部数据
OWLT
| US | $22.7M | 85% |
| Non Us | $3.2M | 12% |
| Other | $651.0K | 2% |
