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博士伦(BLCO)与Cooper Companies (The)(COO)财务数据对比。点击上方公司名可切换其他公司
博士伦的季度营收约是Cooper Companies (The)的1.3倍($1.4B vs $1.1B)。Cooper Companies (The)净利率更高(7.9% vs -4.1%,领先12.1%)。博士伦同比增速更快(9.8% vs 4.6%)。Cooper Companies (The)自由现金流更多($149.9M vs $60.0M)。过去两年博士伦的营收复合增速更高(13.1% vs 6.9%)
博士伦是知名眼健康产品企业,总部位于加拿大安大略省沃恩市,是全球规模最大的隐形眼镜、镜片护理产品、眼科药品、人工晶体及其他眼科手术产品供应商之一。品牌1853年由验光师约翰·鲍什与合伙人亨利·朗姆在美国纽约罗切斯特创立,曾是美国历史最悠久的持续运营企业之一,2013年被整体收购。
CooperCompanies是总部位于美国加利福尼亚州圣拉蒙的全球医疗设备企业,旗下设有两大业务单元:主营隐形眼镜生产的库博光学,以及面向女性健康市场提供医疗设备、生育及基因组相关产品的库博外科。
BLCO vs COO — 直观对比
营收规模更大
BLCO
是对方的1.3倍
$1.1B
营收增速更快
BLCO
高出5.2%
4.6%
净利率更高
COO
高出12.1%
-4.1%
自由现金流更多
COO
多$89.9M
$60.0M
两年增速更快
BLCO
近两年复合增速
6.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.1B |
| 净利润 | $-58.0M | $84.6M |
| 毛利率 | — | 61.1% |
| 营业利润率 | 8.0% | 13.2% |
| 净利率 | -4.1% | 7.9% |
| 营收同比 | 9.8% | 4.6% |
| 净利润同比 | -1833.3% | -28.0% |
| 每股收益(稀释后) | $-0.16 | $0.42 |
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
BLCO
COO
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.3B | $1.0B | ||
| Q1 25 | $1.1B | $964.7M | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.2B | $1.0B | ||
| Q2 24 | $1.2B | $942.6M | ||
| Q1 24 | $1.1B | $931.6M |
净利润
BLCO
COO
| Q4 25 | $-58.0M | $84.6M | ||
| Q3 25 | $-28.0M | $98.3M | ||
| Q2 25 | $-62.0M | $87.7M | ||
| Q1 25 | $-212.0M | $104.3M | ||
| Q4 24 | $-3.0M | $117.5M | ||
| Q3 24 | $4.0M | $104.7M | ||
| Q2 24 | $-151.0M | $88.9M | ||
| Q1 24 | $-167.0M | $81.2M |
毛利率
BLCO
COO
| Q4 25 | — | 61.1% | ||
| Q3 25 | — | 65.3% | ||
| Q2 25 | — | 67.8% | ||
| Q1 25 | — | 68.4% | ||
| Q4 24 | — | 66.5% | ||
| Q3 24 | — | 66.1% | ||
| Q2 24 | — | 67.0% | ||
| Q1 24 | — | 67.0% |
营业利润率
BLCO
COO
| Q4 25 | 8.0% | 13.2% | ||
| Q3 25 | 7.4% | 16.6% | ||
| Q2 25 | -0.9% | 18.4% | ||
| Q1 25 | -7.3% | 18.9% | ||
| Q4 24 | 6.8% | 19.5% | ||
| Q3 24 | 3.6% | 19.2% | ||
| Q2 24 | 2.1% | 17.2% | ||
| Q1 24 | 0.5% | 16.4% |
净利率
BLCO
COO
| Q4 25 | -4.1% | 7.9% | ||
| Q3 25 | -2.2% | 9.3% | ||
| Q2 25 | -4.9% | 8.7% | ||
| Q1 25 | -18.6% | 10.8% | ||
| Q4 24 | -0.2% | 11.5% | ||
| Q3 24 | 0.3% | 10.4% | ||
| Q2 24 | -12.4% | 9.4% | ||
| Q1 24 | -15.2% | 8.7% |
每股收益(稀释后)
BLCO
COO
| Q4 25 | $-0.16 | $0.42 | ||
| Q3 25 | $-0.08 | $0.49 | ||
| Q2 25 | $-0.18 | $0.44 | ||
| Q1 25 | $-0.60 | $0.52 | ||
| Q4 24 | $-0.00 | $0.59 | ||
| Q3 24 | $0.01 | $0.52 | ||
| Q2 24 | $-0.43 | $0.44 | ||
| Q1 24 | $-0.48 | $0.41 |
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 | $383.0M | $110.6M |
| 总债务越低越好 | $5.0B | $2.5B |
| 股东权益账面价值 | $6.4B | $8.2B |
| 总资产 | $14.0B | $12.4B |
| 负债/权益比越低杠杆越低 | 0.78× | 0.30× |
8季度趋势,按日历期对齐
现金及短期投资
BLCO
COO
| Q4 25 | $383.0M | $110.6M | ||
| Q3 25 | $310.0M | $124.9M | ||
| Q2 25 | $266.0M | $116.2M | ||
| Q1 25 | $202.0M | $100.9M | ||
| Q4 24 | $305.0M | $107.6M | ||
| Q3 24 | $329.0M | $109.7M | ||
| Q2 24 | $285.0M | $112.4M | ||
| Q1 24 | $315.0M | $135.2M |
总债务
BLCO
COO
| Q4 25 | $5.0B | $2.5B | ||
| Q3 25 | $5.0B | $2.4B | ||
| Q2 25 | $5.0B | $2.5B | ||
| Q1 25 | $4.8B | $2.5B | ||
| Q4 24 | $4.8B | $2.6B | ||
| Q3 24 | $4.6B | $2.6B | ||
| Q2 24 | $4.6B | $2.7B | ||
| Q1 24 | $4.6B | $2.7B |
股东权益
BLCO
COO
| Q4 25 | $6.4B | $8.2B | ||
| Q3 25 | $6.4B | $8.4B | ||
| Q2 25 | $6.4B | $8.3B | ||
| Q1 25 | $6.4B | $8.1B | ||
| Q4 24 | $6.5B | $8.1B | ||
| Q3 24 | $6.6B | $7.9B | ||
| Q2 24 | $6.5B | $7.8B | ||
| Q1 24 | $6.7B | $7.7B |
总资产
BLCO
COO
| Q4 25 | $14.0B | $12.4B | ||
| Q3 25 | $13.8B | $12.4B | ||
| Q2 25 | $13.8B | $12.4B | ||
| Q1 25 | $13.4B | $12.2B | ||
| Q4 24 | $13.5B | $12.3B | ||
| Q3 24 | $13.5B | $12.1B | ||
| Q2 24 | $13.3B | $12.0B | ||
| Q1 24 | $13.3B | $12.0B |
负债/权益比
BLCO
COO
| Q4 25 | 0.78× | 0.30× | ||
| Q3 25 | 0.77× | 0.29× | ||
| Q2 25 | 0.77× | 0.30× | ||
| Q1 25 | 0.76× | 0.31× | ||
| Q4 24 | 0.74× | 0.32× | ||
| Q3 24 | 0.70× | 0.33× | ||
| Q2 24 | 0.71× | 0.34× | ||
| Q1 24 | 0.69× | 0.35× |
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 | $136.0M | $247.9M |
| 自由现金流经营现金流 - 资本支出 | $60.0M | $149.9M |
| 自由现金流率自由现金流/营收 | 4.3% | 14.1% |
| 资本支出强度资本支出/营收 | 5.4% | 9.2% |
| 现金转化率经营现金流/净利润 | — | 2.93× |
| 过去12个月自由现金流最近4个季度 | $-66.0M | $433.7M |
8季度趋势,按日历期对齐
经营现金流
BLCO
COO
| Q4 25 | $136.0M | $247.9M | ||
| Q3 25 | $137.0M | $261.4M | ||
| Q2 25 | $35.0M | $96.2M | ||
| Q1 25 | $-25.0M | $190.6M | ||
| Q4 24 | $22.0M | $268.1M | ||
| Q3 24 | $154.0M | $207.5M | ||
| Q2 24 | $15.0M | $111.0M | ||
| Q1 24 | $41.0M | $122.7M |
自由现金流
BLCO
COO
| Q4 25 | $60.0M | $149.9M | ||
| Q3 25 | $63.0M | $164.5M | ||
| Q2 25 | $-54.0M | $18.1M | ||
| Q1 25 | $-135.0M | $101.2M | ||
| Q4 24 | $-70.0M | $128.1M | ||
| Q3 24 | $94.0M | $118.5M | ||
| Q2 24 | $-57.0M | $36.9M | ||
| Q1 24 | $-26.0M | $4.6M |
自由现金流率
BLCO
COO
| Q4 25 | 4.3% | 14.1% | ||
| Q3 25 | 4.9% | 15.5% | ||
| Q2 25 | -4.2% | 1.8% | ||
| Q1 25 | -11.9% | 10.5% | ||
| Q4 24 | -5.5% | 12.6% | ||
| Q3 24 | 7.9% | 11.8% | ||
| Q2 24 | -4.7% | 3.9% | ||
| Q1 24 | -2.4% | 0.5% |
资本支出强度
BLCO
COO
| Q4 25 | 5.4% | 9.2% | ||
| Q3 25 | 5.8% | 9.1% | ||
| Q2 25 | 7.0% | 7.8% | ||
| Q1 25 | 9.7% | 9.3% | ||
| Q4 24 | 7.2% | 13.7% | ||
| Q3 24 | 5.0% | 8.9% | ||
| Q2 24 | 5.9% | 7.9% | ||
| Q1 24 | 6.1% | 12.7% |
现金转化率
BLCO
COO
| Q4 25 | — | 2.93× | ||
| Q3 25 | — | 2.66× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 1.83× | ||
| Q4 24 | — | 2.28× | ||
| Q3 24 | 38.50× | 1.98× | ||
| Q2 24 | — | 1.25× | ||
| Q1 24 | — | 1.51× |
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
BLCO
| Overthe Counter Products | $489.0M | 35% |
| Pharmaceuticals | $378.0M | 27% |
| Other | $263.0M | 19% |
| Surgical | $249.0M | 18% |
| Brandedand Other Generic Products | $14.0M | 1% |
| Other Revenues | $3.0M | 0% |
| Pharmaceutical Products | $2.0M | 0% |
COO
| Sphere Other | $365.0M | 34% |
| Toric And Multifocal | $344.7M | 32% |
| Office And Surgical | $214.5M | 20% |
| Fertility | $140.9M | 13% |