vs
AMERISAFE INC（AMSF）与GLAUKOS Corp（GKOS）财务数据对比。点击上方公司名可切换其他公司
GLAUKOS Corp的季度营收约是AMERISAFE INC的1.9倍（$150.6M vs $80.1M），AMERISAFE INC净利率更高（10.2% vs 6.2%，领先3.9%），GLAUKOS Corp同比增速更快（41.2% vs 10.3%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% vs 2.8%）
AMERISAFE Inc.是一家专业工伤保险服务商，核心经营市场为美国，覆盖本土49个州，主要为建筑、伐木、货运、制造等高风险行业的中小企业提供定制化工伤险产品及配套风险管理解决方案。
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
AMSF vs GKOS — 直观对比
营收规模更大
GKOS
是对方的1.9倍
$80.1M
营收增速更快
GKOS
高出30.8%
10.3%
净利率更高
AMSF
高出3.9%
6.2%
两年增速更快
GKOS
近两年复合增速
2.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $80.1M | $150.6M |
| 净利润 | $8.1M | $9.4M |
| 毛利率 | — | 77.9% |
| 营业利润率 | — | 9.0% |
| 净利率 | 10.2% | 6.2% |
| 营收同比 | 10.3% | 41.2% |
| 净利润同比 | -9.0% | — |
| 每股收益（稀释后） | $0.43 | — |
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AMSFGKOS
| Q1 26 | $80.1M | $150.6M | ||
| Q4 25 | $81.6M | $143.1M | ||
| Q3 25 | $82.0M | $133.5M | ||
| Q2 25 | $81.1M | $124.1M | ||
| Q1 25 | $72.6M | $106.7M | ||
| Q4 24 | $74.0M | $105.5M | ||
| Q3 24 | $78.7M | $96.7M | ||
| Q2 24 | $75.8M | $95.7M |
净利润AMSFGKOS
| Q1 26 | $8.1M | $9.4M | ||
| Q4 25 | $10.4M | $-133.7M | ||
| Q3 25 | $13.8M | $-16.2M | ||
| Q2 25 | $14.0M | $-19.7M | ||
| Q1 25 | $8.9M | $-18.1M | ||
| Q4 24 | $13.2M | $-33.6M | ||
| Q3 24 | $14.3M | $-21.4M | ||
| Q2 24 | $11.0M | $-50.5M |
毛利率AMSFGKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | — | -1.1% | ||
| Q3 25 | — | 78.4% | ||
| Q2 25 | — | 78.3% | ||
| Q1 25 | — | 77.2% | ||
| Q4 24 | — | 72.9% | ||
| Q3 24 | — | 76.6% | ||
| Q2 24 | — | 76.4% |
营业利润率AMSFGKOS
| Q1 26 | — | 9.0% | ||
| Q4 25 | 15.6% | -97.7% | ||
| Q3 25 | 21.3% | -12.3% | ||
| Q2 25 | 21.5% | -18.3% | ||
| Q1 25 | 15.5% | -19.4% | ||
| Q4 24 | 22.7% | -27.2% | ||
| Q3 24 | 22.6% | -25.5% | ||
| Q2 24 | 18.1% | -31.3% |
净利率AMSFGKOS
| Q1 26 | 10.2% | 6.2% | ||
| Q4 25 | 12.8% | -93.4% | ||
| Q3 25 | 16.9% | -12.2% | ||
| Q2 25 | 17.2% | -15.8% | ||
| Q1 25 | 12.3% | -17.0% | ||
| Q4 24 | 17.8% | -31.8% | ||
| Q3 24 | 18.2% | -22.1% | ||
| Q2 24 | 14.5% | -52.8% |
每股收益（稀释后）AMSFGKOS
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.55 | $-2.34 | ||
| Q3 25 | $0.72 | $-0.28 | ||
| Q2 25 | $0.73 | $-0.34 | ||
| Q1 25 | $0.47 | $-0.32 | ||
| Q4 24 | $0.69 | $-0.56 | ||
| Q3 24 | $0.75 | $-0.39 | ||
| Q2 24 | $0.57 | $-1.00 |
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 | $34.2M | $276.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $246.6M | $670.9M |
| 总资产 | — | $893.3M |
| 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AMSFGKOS
| Q1 26 | $34.2M | $276.7M | ||
| Q4 25 | $61.9M | $90.8M | ||
| Q3 25 | $54.7M | $98.2M | ||
| Q2 25 | $48.5M | $100.8M | ||
| Q1 25 | $44.8M | $114.3M | ||
| Q4 24 | $44.1M | $169.6M | ||
| Q3 24 | $63.7M | $100.1M | ||
| Q2 24 | $30.6M | $68.1M |
股东权益AMSFGKOS
| Q1 26 | $246.6M | $670.9M | ||
| Q4 25 | $251.6M | $656.2M | ||
| Q3 25 | $274.8M | $769.5M | ||
| Q2 25 | $265.6M | $765.1M | ||
| Q1 25 | $260.8M | $764.0M | ||
| Q4 24 | $257.3M | $766.9M | ||
| Q3 24 | $314.4M | $668.5M | ||
| Q2 24 | $301.0M | $665.2M |
总资产AMSFGKOS
| Q1 26 | — | $893.3M | ||
| Q4 25 | $1.1B | $893.5M | ||
| Q3 25 | $1.2B | $999.4M | ||
| Q2 25 | $1.2B | $987.0M | ||
| Q1 25 | $1.2B | $966.2M | ||
| Q4 24 | $1.2B | $974.8M | ||
| Q3 24 | $1.3B | $926.5M | ||
| Q2 24 | $1.2B | $919.7M |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
