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ANGIODYNAMICS INC(ANGO)与GLOBUS MEDICAL INC(GMED)财务数据对比。点击上方公司名可切换其他公司
GLOBUS MEDICAL INC的季度营收约是ANGIODYNAMICS INC的10.4倍($826.4M vs $79.4M)。GLOBUS MEDICAL INC净利率更高(17.0% vs -8.0%,领先25.0%)。GLOBUS MEDICAL INC同比增速更快(25.7% vs 9.0%)。GLOBUS MEDICAL INC自由现金流更多($202.4M vs $4.2M)。过去两年GLOBUS MEDICAL INC的营收复合增速更高(16.7% vs 2.8%)
AngioDynamics是一家全球医疗技术企业,专注于研发、生产及销售微创医疗设备,核心产品覆盖血管通路、外科消融、肿瘤治疗等领域,面向北美、欧洲、亚太地区的医院、门诊手术中心及各类医疗机构提供服务。
Globus Medical是总部位于美国宾夕法尼亚州奥杜邦的上市骨科医疗器械企业,专注于相关产品的设计、研发与商业化,助力外科医生为肌肉骨骼系统疾病患者提供治疗方案,促进患者康复。
ANGO vs GMED — 直观对比
营收规模更大
GMED
是对方的10.4倍
$79.4M
营收增速更快
GMED
高出16.7%
9.0%
净利率更高
GMED
高出25.0%
-8.0%
自由现金流更多
GMED
多$198.2M
$4.2M
两年增速更快
GMED
近两年复合增速
2.8%
损益表 — Q2 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $79.4M | $826.4M |
| 净利润 | $-6.3M | $140.6M |
| 毛利率 | 56.4% | 68.4% |
| 营业利润率 | -7.7% | 20.5% |
| 净利率 | -8.0% | 17.0% |
| 营收同比 | 9.0% | 25.7% |
| 净利润同比 | 40.9% | 430.4% |
| 每股收益(稀释后) | $-0.15 | $1.01 |
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
ANGO
GMED
| Q4 25 | $79.4M | $826.4M | ||
| Q3 25 | $75.7M | $769.0M | ||
| Q2 25 | $80.2M | $745.3M | ||
| Q1 25 | $72.0M | $598.1M | ||
| Q4 24 | $72.8M | $657.3M | ||
| Q3 24 | $67.5M | $625.7M | ||
| Q2 24 | $71.0M | $629.7M | ||
| Q1 24 | $75.2M | $606.7M |
净利润
ANGO
GMED
| Q4 25 | $-6.3M | $140.6M | ||
| Q3 25 | $-10.9M | $119.0M | ||
| Q2 25 | $-6.0M | $202.8M | ||
| Q1 25 | $-4.4M | $75.5M | ||
| Q4 24 | $-10.7M | $26.5M | ||
| Q3 24 | $-12.8M | $51.8M | ||
| Q2 24 | $-13.4M | $31.8M | ||
| Q1 24 | $-187.7M | $-7.1M |
毛利率
ANGO
GMED
| Q4 25 | 56.4% | 68.4% | ||
| Q3 25 | 55.3% | 67.2% | ||
| Q2 25 | 52.7% | 66.6% | ||
| Q1 25 | 54.0% | 67.3% | ||
| Q4 24 | 54.8% | 59.9% | ||
| Q3 24 | 54.4% | 56.8% | ||
| Q2 24 | 54.3% | 58.7% | ||
| Q1 24 | 47.7% | 60.2% |
营业利润率
ANGO
GMED
| Q4 25 | -7.7% | 20.5% | ||
| Q3 25 | -14.1% | 17.9% | ||
| Q2 25 | -7.2% | 10.2% | ||
| Q1 25 | -13.9% | 16.2% | ||
| Q4 24 | -15.2% | 9.2% | ||
| Q3 24 | -19.4% | 7.7% | ||
| Q2 24 | -20.4% | 7.9% | ||
| Q1 24 | -265.9% | 1.3% |
净利率
ANGO
GMED
| Q4 25 | -8.0% | 17.0% | ||
| Q3 25 | -14.4% | 15.5% | ||
| Q2 25 | -7.5% | 27.2% | ||
| Q1 25 | -6.1% | 12.6% | ||
| Q4 24 | -14.7% | 4.0% | ||
| Q3 24 | -19.0% | 8.3% | ||
| Q2 24 | -18.9% | 5.0% | ||
| Q1 24 | -249.7% | -1.2% |
每股收益(稀释后)
ANGO
GMED
| Q4 25 | $-0.15 | $1.01 | ||
| Q3 25 | $-0.26 | $0.88 | ||
| Q2 25 | $-0.15 | $1.49 | ||
| Q1 25 | $-0.11 | $0.54 | ||
| Q4 24 | $-0.26 | $0.19 | ||
| Q3 24 | $-0.31 | $0.38 | ||
| Q2 24 | $-0.35 | $0.23 | ||
| Q1 24 | $-4.67 | $-0.05 |
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 | $41.6M | $557.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $176.3M | $4.6B |
| 总资产 | $269.7M | $5.3B |
| 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
ANGO
GMED
| Q4 25 | $41.6M | $557.2M | ||
| Q3 25 | $38.8M | $18.8M | ||
| Q2 25 | $55.9M | — | ||
| Q1 25 | $44.8M | — | ||
| Q4 24 | $54.1M | $890.1M | ||
| Q3 24 | $55.0M | $71.9M | ||
| Q2 24 | $76.1M | $82.5M | ||
| Q1 24 | $78.5M | $80.4M |
总债务
ANGO
GMED
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | — | — |
股东权益
ANGO
GMED
| Q4 25 | $176.3M | $4.6B | ||
| Q3 25 | $178.9M | $4.4B | ||
| Q2 25 | $183.0M | $4.3B | ||
| Q1 25 | $185.9M | $4.1B | ||
| Q4 24 | $186.8M | $4.2B | ||
| Q3 24 | $196.6M | $4.1B | ||
| Q2 24 | $205.6M | $4.0B | ||
| Q1 24 | $218.7M | $3.9B |
总资产
ANGO
GMED
| Q4 25 | $269.7M | $5.3B | ||
| Q3 25 | $265.6M | $5.1B | ||
| Q2 25 | $280.1M | $5.0B | ||
| Q1 25 | $285.4M | $4.7B | ||
| Q4 24 | $291.6M | $5.3B | ||
| Q3 24 | $293.6M | $5.1B | ||
| Q2 24 | $317.7M | $5.0B | ||
| Q1 24 | $324.8M | $4.9B |
负债/权益比
ANGO
GMED
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | — | — |
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 | $4.7M | $248.6M |
| 自由现金流经营现金流 - 资本支出 | $4.2M | $202.4M |
| 自由现金流率自由现金流/营收 | 5.3% | 24.5% |
| 资本支出强度资本支出/营收 | 0.5% | 5.6% |
| 现金转化率经营现金流/净利润 | — | 1.77× |
| 过去12个月自由现金流最近4个季度 | $-9.3M | $588.8M |
8季度趋势,按日历期对齐
经营现金流
ANGO
GMED
| Q4 25 | $4.7M | $248.6M | ||
| Q3 25 | $-15.9M | $249.7M | ||
| Q2 25 | $18.8M | $77.9M | ||
| Q1 25 | $-13.2M | $177.3M | ||
| Q4 24 | $2.5M | $210.3M | ||
| Q3 24 | $-18.3M | $203.7M | ||
| Q2 24 | $5.0M | $54.3M | ||
| Q1 24 | $-12.5M | $52.4M |
自由现金流
ANGO
GMED
| Q4 25 | $4.2M | $202.4M | ||
| Q3 25 | $-16.6M | $213.9M | ||
| Q2 25 | $18.0M | $31.3M | ||
| Q1 25 | $-15.0M | $141.2M | ||
| Q4 24 | $1.7M | $193.2M | ||
| Q3 24 | $-19.3M | $161.7M | ||
| Q2 24 | $4.4M | $26.5M | ||
| Q1 24 | $-13.1M | $23.8M |
自由现金流率
ANGO
GMED
| Q4 25 | 5.3% | 24.5% | ||
| Q3 25 | -22.0% | 27.8% | ||
| Q2 25 | 22.5% | 4.2% | ||
| Q1 25 | -20.8% | 23.6% | ||
| Q4 24 | 2.3% | 29.4% | ||
| Q3 24 | -28.7% | 25.8% | ||
| Q2 24 | 6.2% | 4.2% | ||
| Q1 24 | -17.5% | 3.9% |
资本支出强度
ANGO
GMED
| Q4 25 | 0.5% | 5.6% | ||
| Q3 25 | 1.0% | 4.7% | ||
| Q2 25 | 1.0% | 6.2% | ||
| Q1 25 | 2.5% | 6.0% | ||
| Q4 24 | 1.1% | 2.6% | ||
| Q3 24 | 1.6% | 6.7% | ||
| Q2 24 | 0.8% | 4.4% | ||
| Q1 24 | 0.8% | 4.7% |
现金转化率
ANGO
GMED
| Q4 25 | — | 1.77× | ||
| Q3 25 | — | 2.10× | ||
| Q2 25 | — | 0.38× | ||
| Q1 25 | — | 2.35× | ||
| Q4 24 | — | 7.94× | ||
| Q3 24 | — | 3.93× | ||
| Q2 24 | — | 1.71× | ||
| Q1 24 | — | — |
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
ANGO
| Med Device | $37.2M | 47% |
| Med Tech | $30.4M | 38% |
| Other | $11.8M | 15% |
GMED
| Other | $391.8M | 47% |
| Nevro Merger Agreement | $293.6M | 36% |
| Enabling Technologies | $141.0M | 17% |