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爱齐科技(ALGN)与碳博士控股(TANH)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碳博士控股的48.8倍($1.0B vs $21.5M)。爱齐科技净利率更高(13.0% vs 8.2%,领先4.7%)。爱齐科技同比增速更快(5.3% vs -0.2%)
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
碳博士控股是一家总部位于中国的特种制造企业,主要从事竹炭制品、高性能清洁能源材料及环保消费品的研发、生产与销售,客户覆盖中国本土及全球多个市场的消费品、工业材料及新能源领域。
ALGN vs TANH — 直观对比
营收规模更大
ALGN
是对方的48.8倍
$21.5M
营收增速更快
ALGN
高出5.5%
-0.2%
净利率更高
ALGN
高出4.7%
8.2%
损益表 — Q4 2025 vs Q2 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $21.5M |
| 净利润 | $135.8M | $1.8M |
| 毛利率 | 65.3% | 22.2% |
| 营业利润率 | 14.8% | 10.8% |
| 净利率 | 13.0% | 8.2% |
| 营收同比 | 5.3% | -0.2% |
| 净利润同比 | 30.8% | 59.8% |
| 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
ALGN
TANH
| Q4 25 | $1.0B | — | ||
| Q3 25 | $995.7M | — | ||
| Q2 25 | $1.0B | $21.5M | ||
| Q1 25 | $979.3M | — | ||
| Q4 24 | $995.2M | — | ||
| Q3 24 | $977.9M | — | ||
| Q2 24 | $1.0B | $21.5M | ||
| Q1 24 | $997.4M | — |
净利润
ALGN
TANH
| Q4 25 | $135.8M | — | ||
| Q3 25 | $56.8M | — | ||
| Q2 25 | $124.6M | $1.8M | ||
| Q1 25 | $93.2M | — | ||
| Q4 24 | $103.8M | — | ||
| Q3 24 | $116.0M | — | ||
| Q2 24 | $96.6M | $1.1M | ||
| Q1 24 | $105.0M | — |
毛利率
ALGN
TANH
| Q4 25 | 65.3% | — | ||
| Q3 25 | 64.2% | — | ||
| Q2 25 | 69.9% | 22.2% | ||
| Q1 25 | 69.5% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.7% | — | ||
| Q2 24 | 70.3% | 22.3% | ||
| Q1 24 | 70.0% | — |
营业利润率
ALGN
TANH
| Q4 25 | 14.8% | — | ||
| Q3 25 | 9.7% | — | ||
| Q2 25 | 16.1% | 10.8% | ||
| Q1 25 | 13.4% | — | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 16.6% | — | ||
| Q2 24 | 14.3% | 8.0% | ||
| Q1 24 | 15.5% | — |
净利率
ALGN
TANH
| Q4 25 | 13.0% | — | ||
| Q3 25 | 5.7% | — | ||
| Q2 25 | 12.3% | 8.2% | ||
| Q1 25 | 9.5% | — | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 11.9% | — | ||
| Q2 24 | 9.4% | 5.1% | ||
| Q1 24 | 10.5% | — |
每股收益(稀释后)
ALGN
TANH
| Q4 25 | $1.88 | — | ||
| Q3 25 | $0.78 | — | ||
| Q2 25 | $1.72 | — | ||
| Q1 25 | $1.27 | — | ||
| Q4 24 | $1.40 | — | ||
| Q3 24 | $1.55 | — | ||
| Q2 24 | $1.28 | $0.21 | ||
| Q1 24 | $1.39 | — |
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 | $35.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $128.3M |
| 总资产 | $6.2B | $143.0M |
| 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
ALGN
TANH
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $901.2M | $35.2M | ||
| Q1 25 | $873.0M | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $761.4M | $34.2M | ||
| Q1 24 | $865.8M | — |
股东权益
ALGN
TANH
| Q4 25 | $4.0B | — | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $3.9B | $128.3M | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.9B | — | ||
| Q3 24 | $3.9B | — | ||
| Q2 24 | $3.8B | $126.0M | ||
| Q1 24 | $3.8B | — |
总资产
ALGN
TANH
| Q4 25 | $6.2B | — | ||
| Q3 25 | $6.2B | — | ||
| Q2 25 | $6.2B | $143.0M | ||
| Q1 25 | $6.1B | — | ||
| Q4 24 | $6.2B | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | $142.2M | ||
| Q1 24 | $6.2B | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $187.3M | — |
| 自由现金流率自由现金流/营收 | 17.9% | — |
| 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 | 1.64× | — |
| 过去12个月自由现金流最近4个季度 | $490.8M | — |
8季度趋势,按日历期对齐
经营现金流
ALGN
TANH
| Q4 25 | $223.2M | — | ||
| Q3 25 | $188.7M | — | ||
| Q2 25 | $128.7M | — | ||
| Q1 25 | $52.7M | — | ||
| Q4 24 | $286.1M | — | ||
| Q3 24 | $263.7M | — | ||
| Q2 24 | $159.8M | $4.4M | ||
| Q1 24 | $28.7M | — |
自由现金流
ALGN
TANH
| Q4 25 | $187.3M | — | ||
| Q3 25 | $169.0M | — | ||
| Q2 25 | $107.2M | — | ||
| Q1 25 | $27.4M | — | ||
| Q4 24 | $263.1M | — | ||
| Q3 24 | $233.9M | — | ||
| Q2 24 | $106.4M | $4.4M | ||
| Q1 24 | $19.3M | — |
自由现金流率
ALGN
TANH
| Q4 25 | 17.9% | — | ||
| Q3 25 | 17.0% | — | ||
| Q2 25 | 10.6% | — | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 26.4% | — | ||
| Q3 24 | 23.9% | — | ||
| Q2 24 | 10.3% | 20.6% | ||
| Q1 24 | 1.9% | — |
资本支出强度
ALGN
TANH
| Q4 25 | 3.4% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 2.3% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 5.2% | 0.1% | ||
| Q1 24 | 0.9% | — |
现金转化率
ALGN
TANH
| Q4 25 | 1.64× | — | ||
| Q3 25 | 3.33× | — | ||
| Q2 25 | 1.03× | — | ||
| Q1 25 | 0.57× | — | ||
| Q4 24 | 2.76× | — | ||
| Q3 24 | 2.27× | — | ||
| Q2 24 | 1.66× | 4.01× | ||
| Q1 24 | 0.27× | — |
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
TANH
| Revenue from China | $20.9M | 97% |
| Revenue directly from foreign countries | $602.2K | 3% |