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碧迪(BDX)与天弘科技(CLS)财务数据对比。点击上方公司名可切换其他公司
碧迪的季度营收约是天弘科技的1.3倍($5.3B vs $4.0B),碧迪净利率更高(7.3% vs 5.2%,领先2.0%),天弘科技同比增速更快(52.8% vs -0.4%),碧迪自由现金流更多($549.0M vs $137.9M),过去两年天弘科技的营收复合增速更高(35.4% vs 2.0%)
碧迪(Becton Dickinson)是美国跨国医疗科技企业,核心业务包括研发、生产及销售医用器械、仪器系统与试剂产品,同时在特定领域提供专业咨询及数据分析服务,业务覆盖全球多国,在全球医疗技术领域具备领先地位。
天弘科技(Celestica Inc.)是总部位于加拿大安大略省多伦多的跨国电子制造服务(EMS)企业,业务涵盖设计、生产制造、硬件平台搭建及供应链服务,目前在全球15个国家设有50个运营站点,为各行业客户提供专业的电子产业链相关解决方案。
BDX vs CLS — 直观对比
营收规模更大
BDX
是对方的1.3倍
$4.0B
营收增速更快
CLS
高出53.2%
-0.4%
净利率更高
BDX
高出2.0%
5.2%
自由现金流更多
BDX
多$411.1M
$137.9M
两年增速更快
CLS
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $5.3B | $4.0B |
| 净利润 | $382.0M | $212.3M |
| 毛利率 | 45.9% | 10.8% |
| 营业利润率 | 10.5% | 6723.5% |
| 净利率 | 7.3% | 5.2% |
| 营收同比 | -0.4% | 52.8% |
| 净利润同比 | 24.0% | 146.3% |
| 每股收益(稀释后) | $1.34 | $1.83 |
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
BDX
CLS
| Q1 26 | — | $4.0B | ||
| Q4 25 | $5.3B | $3.7B | ||
| Q3 25 | $5.9B | $3.2B | ||
| Q2 25 | $5.5B | $2.9B | ||
| Q1 25 | $5.3B | $2.6B | ||
| Q4 24 | $5.2B | — | ||
| Q3 24 | $5.4B | $2.5B | ||
| Q2 24 | $5.0B | $2.4B |
净利润
BDX
CLS
| Q1 26 | — | $212.3M | ||
| Q4 25 | $382.0M | $267.5M | ||
| Q3 25 | $493.0M | $267.8M | ||
| Q2 25 | $574.0M | $211.0M | ||
| Q1 25 | $308.0M | $86.2M | ||
| Q4 24 | $303.0M | — | ||
| Q3 24 | $400.0M | $89.5M | ||
| Q2 24 | $487.0M | $95.0M |
毛利率
BDX
CLS
| Q1 26 | — | 10.8% | ||
| Q4 25 | 45.9% | 11.8% | ||
| Q3 25 | 47.5% | 13.0% | ||
| Q2 25 | 47.8% | 12.8% | ||
| Q1 25 | 42.8% | 10.3% | ||
| Q4 24 | 43.2% | — | ||
| Q3 24 | 45.7% | 10.4% | ||
| Q2 24 | 46.2% | 10.6% |
营业利润率
BDX
CLS
| Q1 26 | — | 6723.5% | ||
| Q4 25 | 10.5% | 8.6% | ||
| Q3 25 | 11.8% | 10.2% | ||
| Q2 25 | 16.0% | 9.4% | ||
| Q1 25 | 10.4% | 4.9% | ||
| Q4 24 | 8.8% | — | ||
| Q3 24 | 11.4% | 5.5% | ||
| Q2 24 | 12.1% | 5.6% |
净利率
BDX
CLS
| Q1 26 | — | 5.2% | ||
| Q4 25 | 7.3% | 7.3% | ||
| Q3 25 | 8.4% | 8.4% | ||
| Q2 25 | 10.4% | 7.3% | ||
| Q1 25 | 5.8% | 3.3% | ||
| Q4 24 | 5.9% | — | ||
| Q3 24 | 7.4% | 3.6% | ||
| Q2 24 | 9.8% | 4.0% |
每股收益(稀释后)
BDX
CLS
| Q1 26 | — | $1.83 | ||
| Q4 25 | $1.34 | $2.29 | ||
| Q3 25 | $1.71 | $2.31 | ||
| Q2 25 | $2.00 | $1.82 | ||
| Q1 25 | $1.07 | $0.74 | ||
| Q4 24 | $1.04 | — | ||
| Q3 24 | $1.37 | $0.75 | ||
| Q2 24 | $1.68 | $0.80 |
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 | $740.0M | $378.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $25.3B | $2.1B |
| 总资产 | $54.8B | $8260.0B |
| 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
BDX
CLS
| Q1 26 | — | $378.0M | ||
| Q4 25 | $740.0M | $595.6M | ||
| Q3 25 | $641.0M | $305.9M | ||
| Q2 25 | $735.0M | $313.8M | ||
| Q1 25 | $667.0M | $303.0M | ||
| Q4 24 | $711.0M | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $4.5B | — |
总债务
BDX
CLS
| Q1 26 | — | — | ||
| Q4 25 | — | $750.5M | ||
| Q3 25 | — | $756.7M | ||
| Q2 25 | — | $848.6M | ||
| Q1 25 | — | $915.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BDX
CLS
| Q1 26 | — | $2.1B | ||
| Q4 25 | $25.3B | $2.2B | ||
| Q3 25 | $25.4B | $2.0B | ||
| Q2 25 | $25.5B | $1.8B | ||
| Q1 25 | $25.2B | $1.6B | ||
| Q4 24 | $25.2B | — | ||
| Q3 24 | $25.9B | $1.8B | ||
| Q2 24 | $25.9B | $1.8B |
总资产
BDX
CLS
| Q1 26 | — | $8260.0B | ||
| Q4 25 | $54.8B | $7.2B | ||
| Q3 25 | $55.3B | $6.6B | ||
| Q2 25 | $54.9B | $6.2B | ||
| Q1 25 | $54.5B | $5.8B | ||
| Q4 24 | $54.7B | — | ||
| Q3 24 | $57.3B | — | ||
| Q2 24 | $55.6B | — |
负债/权益比
BDX
CLS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.34× | ||
| Q3 25 | — | 0.37× | ||
| Q2 25 | — | 0.48× | ||
| Q1 25 | — | 0.59× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $657.0M | $356.3M |
| 自由现金流经营现金流 - 资本支出 | $549.0M | $137.9M |
| 自由现金流率自由现金流/营收 | 10.5% | 3.4% |
| 资本支出强度资本支出/营收 | 2.1% | — |
| 现金转化率经营现金流/净利润 | 1.72× | 1.68× |
| 过去12个月自由现金流最近4个季度 | $2.6B | $502.6M |
8季度趋势,按日历期对齐
经营现金流
BDX
CLS
| Q1 26 | — | $356.3M | ||
| Q4 25 | $657.0M | $250.6M | ||
| Q3 25 | $1.4B | $126.2M | ||
| Q2 25 | $1.2B | $152.4M | ||
| Q1 25 | $164.0M | $130.3M | ||
| Q4 24 | $693.0M | — | ||
| Q3 24 | $1.2B | $122.8M | ||
| Q2 24 | $1.3B | $99.6M |
自由现金流
BDX
CLS
| Q1 26 | — | $137.9M | ||
| Q4 25 | $549.0M | $155.9M | ||
| Q3 25 | $1.0B | $88.9M | ||
| Q2 25 | $1.0B | $119.9M | ||
| Q1 25 | $35.0M | $93.6M | ||
| Q4 24 | $588.0M | — | ||
| Q3 24 | $882.0M | $76.8M | ||
| Q2 24 | $1.1B | $62.7M |
自由现金流率
BDX
CLS
| Q1 26 | — | 3.4% | ||
| Q4 25 | 10.5% | 4.3% | ||
| Q3 25 | 17.0% | 2.8% | ||
| Q2 25 | 19.0% | 4.1% | ||
| Q1 25 | 0.7% | 3.5% | ||
| Q4 24 | 11.4% | — | ||
| Q3 24 | 16.2% | 3.1% | ||
| Q2 24 | 22.4% | 2.6% |
资本支出强度
BDX
CLS
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 2.6% | ||
| Q3 25 | 6.0% | 1.2% | ||
| Q2 25 | 3.2% | 1.1% | ||
| Q1 25 | 2.4% | 1.4% | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 5.4% | 1.8% | ||
| Q2 24 | 3.6% | 1.5% |
现金转化率
BDX
CLS
| Q1 26 | — | 1.68× | ||
| Q4 25 | 1.72× | 0.94× | ||
| Q3 25 | 2.75× | 0.47× | ||
| Q2 25 | 2.12× | 0.72× | ||
| Q1 25 | 0.53× | 1.51× | ||
| Q4 24 | 2.29× | — | ||
| Q3 24 | 2.94× | 1.37× | ||
| Q2 24 | 2.66× | 1.05× |
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
BDX
| Other | $2.8B | 53% |
| Medication Management Solutions | $678.0M | 13% |
| Urologyand Critical Care | $339.0M | 6% |
| Surgery | $310.0M | 6% |
| Peripheral Intervention | $265.0M | 5% |
| Specimen Management | $245.0M | 5% |
| Advanced Patient Monitoring | $178.0M | 3% |
| Diagnostic Solutions | $176.0M | 3% |
| Bio Pharma Systems | $150.0M | 3% |
| Biosciences | $124.0M | 2% |
CLS
暂无分部数据