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碧迪（BDX）与维谛技术（VRT）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维谛技术的2.0倍（$5.3B vs $2.6B），维谛技术净利率更高（14.7% vs 7.3%，领先7.5%），维谛技术同比增速更快（30.1% vs -0.4%），维谛技术自由现金流更多（$652.8M vs $549.0M），过去两年维谛技术的营收复合增速更高（16.5% 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。
维谛技术（Vertiv）是一家美国跨国企业，专注于为数据中心、通信网络、商业及工业场景提供关键基础设施及配套服务，旗下方案可有效保障各行业客户关键业务系统的稳定高效运行。
BDX vs VRT — 直观对比
营收规模更大
BDX
是对方的2.0倍
$2.6B
营收增速更快
VRT
高出30.5%
-0.4%
净利率更高
VRT
高出7.5%
7.3%
自由现金流更多
VRT
多$103.8M
$549.0M
两年增速更快
VRT
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $2.6B |
| 净利润 | $382.0M | $390.1M |
| 毛利率 | 45.9% | 37.7% |
| 营业利润率 | 10.5% | — |
| 净利率 | 7.3% | 14.7% |
| 营收同比 | -0.4% | 30.1% |
| 净利润同比 | 24.0% | 137.1% |
| 每股收益（稀释后） | $1.34 | $0.99 |
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BDXVRT
| Q1 26 | — | $2.6B | ||
| Q4 25 | $5.3B | $2.9B | ||
| Q3 25 | $5.9B | $2.7B | ||
| Q2 25 | $5.5B | $2.6B | ||
| Q1 25 | $5.3B | $2.0B | ||
| Q4 24 | $5.2B | $2.3B | ||
| Q3 24 | $5.4B | $2.1B | ||
| Q2 24 | $5.0B | $2.0B |
净利润BDXVRT
| Q1 26 | — | $390.1M | ||
| Q4 25 | $382.0M | $445.6M | ||
| Q3 25 | $493.0M | $398.5M | ||
| Q2 25 | $574.0M | $324.2M | ||
| Q1 25 | $308.0M | $164.5M | ||
| Q4 24 | $303.0M | $147.0M | ||
| Q3 24 | $400.0M | $176.6M | ||
| Q2 24 | $487.0M | $178.1M |
毛利率BDXVRT
| Q1 26 | — | 37.7% | ||
| Q4 25 | 45.9% | 38.9% | ||
| Q3 25 | 47.5% | 37.8% | ||
| Q2 25 | 47.8% | 34.0% | ||
| Q1 25 | 42.8% | 33.7% | ||
| Q4 24 | 43.2% | 37.1% | ||
| Q3 24 | 45.7% | 36.5% | ||
| Q2 24 | 46.2% | 38.0% |
营业利润率BDXVRT
| Q1 26 | — | — | ||
| Q4 25 | 10.5% | 20.1% | ||
| Q3 25 | 11.8% | 19.3% | ||
| Q2 25 | 16.0% | 16.8% | ||
| Q1 25 | 10.4% | 14.3% | ||
| Q4 24 | 8.8% | 19.5% | ||
| Q3 24 | 11.4% | 17.9% | ||
| Q2 24 | 12.1% | 17.2% |
净利率BDXVRT
| Q1 26 | — | 14.7% | ||
| Q4 25 | 7.3% | 15.5% | ||
| Q3 25 | 8.4% | 14.9% | ||
| Q2 25 | 10.4% | 12.3% | ||
| Q1 25 | 5.8% | 8.1% | ||
| Q4 24 | 5.9% | 6.3% | ||
| Q3 24 | 7.4% | 8.5% | ||
| Q2 24 | 9.8% | 9.1% |
每股收益（稀释后）BDXVRT
| Q1 26 | — | $0.99 | ||
| Q4 25 | $1.34 | $1.14 | ||
| Q3 25 | $1.71 | $1.02 | ||
| Q2 25 | $2.00 | $0.83 | ||
| Q1 25 | $1.07 | $0.42 | ||
| Q4 24 | $1.04 | $0.38 | ||
| Q3 24 | $1.37 | $0.46 | ||
| Q2 24 | $1.68 | $0.46 |
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 | $2.5B |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $25.3B | $4.2B |
| 总资产 | $54.8B | $13.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资BDXVRT
| Q1 26 | — | $2.5B | ||
| Q4 25 | $740.0M | $1.7B | ||
| Q3 25 | $641.0M | $1.4B | ||
| Q2 25 | $735.0M | $1.6B | ||
| Q1 25 | $667.0M | $1.5B | ||
| Q4 24 | $711.0M | $1.2B | ||
| Q3 24 | $1.7B | $908.7M | ||
| Q2 24 | $4.5B | $579.7M |
总债务BDXVRT
| Q1 26 | — | $0 | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.9B |
股东权益BDXVRT
| Q1 26 | — | $4.2B | ||
| Q4 25 | $25.3B | $3.9B | ||
| Q3 25 | $25.4B | $3.5B | ||
| Q2 25 | $25.5B | $3.1B | ||
| Q1 25 | $25.2B | $2.7B | ||
| Q4 24 | $25.2B | $2.4B | ||
| Q3 24 | $25.9B | $1.8B | ||
| Q2 24 | $25.9B | $1.5B |
总资产BDXVRT
| Q1 26 | — | $13.4B | ||
| Q4 25 | $54.8B | $12.2B | ||
| Q3 25 | $55.3B | $10.8B | ||
| Q2 25 | $54.9B | $10.4B | ||
| Q1 25 | $54.5B | $9.5B | ||
| Q4 24 | $54.7B | $9.1B | ||
| Q3 24 | $57.3B | $8.9B | ||
| Q2 24 | $55.6B | $8.1B |
负债/权益比BDXVRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.20× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 1.91× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $549.0M | $652.8M |
| 自由现金流率自由现金流/营收 | 10.5% | 24.6% |
| 资本支出强度资本支出/营收 | 2.1% | 4.2% |
| 现金转化率经营现金流/净利润 | 1.72× | — |
| 过去12个月自由现金流最近4个季度 | $2.6B | $2.3B |
8季度趋势，按日历期对齐
经营现金流BDXVRT
| Q1 26 | — | — | ||
| Q4 25 | $657.0M | $978.9M | ||
| Q3 25 | $1.4B | $508.7M | ||
| Q2 25 | $1.2B | $322.9M | ||
| Q1 25 | $164.0M | $303.3M | ||
| Q4 24 | $693.0M | $425.2M | ||
| Q3 24 | $1.2B | $378.2M | ||
| Q2 24 | $1.3B | $378.4M |
自由现金流BDXVRT
| Q1 26 | — | $652.8M | ||
| Q4 25 | $549.0M | $885.6M | ||
| Q3 25 | $1.0B | $463.5M | ||
| Q2 25 | $1.0B | $277.9M | ||
| Q1 25 | $35.0M | $266.8M | ||
| Q4 24 | $588.0M | $364.5M | ||
| Q3 24 | $882.0M | $341.8M | ||
| Q2 24 | $1.1B | $344.3M |
自由现金流率BDXVRT
| Q1 26 | — | 24.6% | ||
| Q4 25 | 10.5% | 30.8% | ||
| Q3 25 | 17.0% | 17.3% | ||
| Q2 25 | 19.0% | 10.5% | ||
| Q1 25 | 0.7% | 13.1% | ||
| Q4 24 | 11.4% | 15.5% | ||
| Q3 24 | 16.2% | 16.5% | ||
| Q2 24 | 22.4% | 17.6% |
资本支出强度BDXVRT
| Q1 26 | — | 4.2% | ||
| Q4 25 | 2.1% | 3.2% | ||
| Q3 25 | 6.0% | 1.7% | ||
| Q2 25 | 3.2% | 1.7% | ||
| Q1 25 | 2.4% | 1.8% | ||
| Q4 24 | 2.0% | 2.6% | ||
| Q3 24 | 5.4% | 1.8% | ||
| Q2 24 | 3.6% | 1.7% |
现金转化率BDXVRT
| Q1 26 | — | — | ||
| Q4 25 | 1.72× | 2.20× | ||
| Q3 25 | 2.75× | 1.28× | ||
| Q2 25 | 2.12× | 1.00× | ||
| Q1 25 | 0.53× | 1.84× | ||
| Q4 24 | 2.29× | 2.89× | ||
| Q3 24 | 2.94× | 2.14× | ||
| Q2 24 | 2.66× | 2.12× |
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% |
VRT
暂无分部数据
