vs
碧迪（BDX）与Rocket Companies, Inc.（RKT）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Rocket Companies, Inc.的2.0倍（$5.3B vs $2.7B），碧迪净利率更高（7.3% vs 2.5%，领先4.7%），Rocket Companies, Inc.同比增速更快（52.2% vs -0.4%），碧迪自由现金流更多（$549.0M vs $-1.3B），过去两年Rocket Companies, Inc.的营收复合增速更高（39.5% 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。
Rocket Companies, Inc.是美国金融科技及住房服务企业，由丹·吉尔伯特创立，总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列，旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
BDX vs RKT — 直观对比
营收规模更大
BDX
是对方的2.0倍
$2.7B
营收增速更快
RKT
高出52.5%
-0.4%
净利率更高
BDX
高出4.7%
2.5%
自由现金流更多
BDX
多$1.8B
$-1.3B
两年增速更快
RKT
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $2.7B |
| 净利润 | $382.0M | $68.0M |
| 毛利率 | 45.9% | — |
| 营业利润率 | 10.5% | 6.3% |
| 净利率 | 7.3% | 2.5% |
| 营收同比 | -0.4% | 52.2% |
| 净利润同比 | 24.0% | 100.8% |
| 每股收益（稀释后） | $1.34 | $0.10 |
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BDXRKT
| Q4 25 | $5.3B | $2.7B | ||
| Q3 25 | $5.9B | $1.6B | ||
| Q2 25 | $5.5B | $1.4B | ||
| Q1 25 | $5.3B | $1.0B | ||
| Q4 24 | $5.2B | $1.8B | ||
| Q3 24 | $5.4B | $646.9M | ||
| Q2 24 | $5.0B | $1.3B | ||
| Q1 24 | $5.0B | $1.4B |
净利润BDXRKT
| Q4 25 | $382.0M | $68.0M | ||
| Q3 25 | $493.0M | $-123.9M | ||
| Q2 25 | $574.0M | $-1.8M | ||
| Q1 25 | $308.0M | $-10.4M | ||
| Q4 24 | $303.0M | $33.9M | ||
| Q3 24 | $400.0M | $-22.0M | ||
| Q2 24 | $487.0M | $1.3M | ||
| Q1 24 | $537.0M | $16.2M |
毛利率BDXRKT
| Q4 25 | 45.9% | — | ||
| Q3 25 | 47.5% | — | ||
| Q2 25 | 47.8% | — | ||
| Q1 25 | 42.8% | — | ||
| Q4 24 | 43.2% | 58.9% | ||
| Q3 24 | 45.7% | -8.4% | ||
| Q2 24 | 46.2% | 47.4% | ||
| Q1 24 | 45.7% | 51.2% |
营业利润率BDXRKT
| Q4 25 | 10.5% | 6.3% | ||
| Q3 25 | 11.8% | -11.5% | ||
| Q2 25 | 16.0% | 1.8% | ||
| Q1 25 | 10.4% | -21.5% | ||
| Q4 24 | 8.8% | 38.1% | ||
| Q3 24 | 11.4% | -76.9% | ||
| Q2 24 | 12.1% | 14.8% | ||
| Q1 24 | 14.5% | 21.6% |
净利率BDXRKT
| Q4 25 | 7.3% | 2.5% | ||
| Q3 25 | 8.4% | -7.7% | ||
| Q2 25 | 10.4% | -0.1% | ||
| Q1 25 | 5.8% | -1.0% | ||
| Q4 24 | 5.9% | 1.9% | ||
| Q3 24 | 7.4% | -3.4% | ||
| Q2 24 | 9.8% | 0.1% | ||
| Q1 24 | 10.6% | 1.2% |
每股收益（稀释后）BDXRKT
| Q4 25 | $1.34 | $0.10 | ||
| Q3 25 | $1.71 | $-0.06 | ||
| Q2 25 | $2.00 | $-0.01 | ||
| Q1 25 | $1.07 | $-0.08 | ||
| Q4 24 | $1.04 | $0.28 | ||
| Q3 24 | $1.37 | $-0.19 | ||
| Q2 24 | $1.68 | $0.01 | ||
| Q1 24 | $1.85 | $0.11 |
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 | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $25.3B | $22.9B |
| 总资产 | $54.8B | $60.7B |
| 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BDXRKT
| Q4 25 | $740.0M | $2.7B | ||
| Q3 25 | $641.0M | $5.8B | ||
| Q2 25 | $735.0M | $5.1B | ||
| Q1 25 | $667.0M | $1.4B | ||
| Q4 24 | $711.0M | $1.3B | ||
| Q3 24 | $1.7B | $1.2B | ||
| Q2 24 | $4.5B | $1.3B | ||
| Q1 24 | $2.3B | $861.4M |
股东权益BDXRKT
| Q4 25 | $25.3B | $22.9B | ||
| Q3 25 | $25.4B | $8.9B | ||
| Q2 25 | $25.5B | $7.4B | ||
| Q1 25 | $25.2B | $8.6B | ||
| Q4 24 | $25.2B | $9.0B | ||
| Q3 24 | $25.9B | $8.4B | ||
| Q2 24 | $25.9B | $8.8B | ||
| Q1 24 | $25.6B | $8.6B |
总资产BDXRKT
| Q4 25 | $54.8B | $60.7B | ||
| Q3 25 | $55.3B | $33.6B | ||
| Q2 25 | $54.9B | $30.4B | ||
| Q1 25 | $54.5B | $25.3B | ||
| Q4 24 | $54.7B | $24.5B | ||
| Q3 24 | $57.3B | $25.1B | ||
| Q2 24 | $55.6B | $23.6B | ||
| Q1 24 | $54.2B | $22.2B |
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 | $657.0M | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | $549.0M | $-1.3B |
| 自由现金流率自由现金流/营收 | 10.5% | -47.2% |
| 资本支出强度资本支出/营收 | 2.1% | 1.5% |
| 现金转化率经营现金流/净利润 | 1.72× | -18.08× |
| 过去12个月自由现金流最近4个季度 | $2.6B | $-4.0B |
8季度趋势，按日历期对齐
经营现金流BDXRKT
| Q4 25 | $657.0M | $-1.2B | ||
| Q3 25 | $1.4B | $-50.3M | ||
| Q2 25 | $1.2B | $-1.9B | ||
| Q1 25 | $164.0M | $-797.0M | ||
| Q4 24 | $693.0M | $1.8B | ||
| Q3 24 | $1.2B | $-1.3B | ||
| Q2 24 | $1.3B | $-122.3M | ||
| Q1 24 | $514.0M | $-3.0B |
自由现金流BDXRKT
| Q4 25 | $549.0M | $-1.3B | ||
| Q3 25 | $1.0B | $-71.8M | ||
| Q2 25 | $1.0B | $-1.9B | ||
| Q1 25 | $35.0M | $-811.0M | ||
| Q4 24 | $588.0M | $1.8B | ||
| Q3 24 | $882.0M | $-1.4B | ||
| Q2 24 | $1.1B | $-138.3M | ||
| Q1 24 | $380.0M | $-3.0B |
自由现金流率BDXRKT
| Q4 25 | 10.5% | -47.2% | ||
| Q3 25 | 17.0% | -4.5% | ||
| Q2 25 | 19.0% | -137.2% | ||
| Q1 25 | 0.7% | -78.2% | ||
| Q4 24 | 11.4% | 103.1% | ||
| Q3 24 | 16.2% | -209.6% | ||
| Q2 24 | 22.4% | -10.6% | ||
| Q1 24 | 7.5% | -218.7% |
资本支出强度BDXRKT
| Q4 25 | 2.1% | 1.5% | ||
| Q3 25 | 6.0% | 1.3% | ||
| Q2 25 | 3.2% | 1.1% | ||
| Q1 25 | 2.4% | 1.4% | ||
| Q4 24 | 2.0% | 1.1% | ||
| Q3 24 | 5.4% | 2.9% | ||
| Q2 24 | 3.6% | 1.2% | ||
| Q1 24 | 2.7% | 1.0% |
现金转化率BDXRKT
| Q4 25 | 1.72× | -18.08× | ||
| Q3 25 | 2.75× | — | ||
| Q2 25 | 2.12× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 2.29× | 54.42× | ||
| Q3 24 | 2.94× | — | ||
| Q2 24 | 2.66× | -94.46× | ||
| Q1 24 | 0.96× | -185.80× |
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% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |
