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BOX INC（BOX）与GLAUKOS Corp（GKOS）财务数据对比。点击上方公司名可切换其他公司
BOX INC的季度营收约是GLAUKOS Corp的2.0倍（$301.1M vs $150.6M），GLAUKOS Corp净利率更高（6.2% vs 4.0%，领先2.2%），GLAUKOS Corp同比增速更快（41.2% vs 9.1%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% vs 7.0%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
BOX vs GKOS — 直观对比
营收规模更大
BOX
是对方的2.0倍
$150.6M
营收增速更快
GKOS
高出32.0%
9.1%
净利率更高
GKOS
高出2.2%
4.0%
两年增速更快
GKOS
近两年复合增速
7.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $150.6M |
| 净利润 | $12.1M | $9.4M |
| 毛利率 | 79.6% | 77.9% |
| 营业利润率 | 8.3% | 9.0% |
| 净利率 | 4.0% | 6.2% |
| 营收同比 | 9.1% | 41.2% |
| 净利润同比 | -6.4% | — |
| 每股收益（稀释后） | $0.05 | — |
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BOXGKOS
| Q1 26 | — | $150.6M | ||
| Q4 25 | $301.1M | $143.1M | ||
| Q3 25 | $294.0M | $133.5M | ||
| Q2 25 | $276.3M | $124.1M | ||
| Q1 25 | $279.5M | $106.7M | ||
| Q4 24 | $275.9M | $105.5M | ||
| Q3 24 | $270.0M | $96.7M | ||
| Q2 24 | $264.7M | $95.7M |
净利润BOXGKOS
| Q1 26 | — | $9.4M | ||
| Q4 25 | $12.1M | $-133.7M | ||
| Q3 25 | $13.4M | $-16.2M | ||
| Q2 25 | $8.2M | $-19.7M | ||
| Q1 25 | $194.0M | $-18.1M | ||
| Q4 24 | $12.9M | $-33.6M | ||
| Q3 24 | $20.5M | $-21.4M | ||
| Q2 24 | $17.2M | $-50.5M |
毛利率BOXGKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | 79.6% | -1.1% | ||
| Q3 25 | 79.1% | 78.4% | ||
| Q2 25 | 78.0% | 78.3% | ||
| Q1 25 | 79.0% | 77.2% | ||
| Q4 24 | 79.9% | 72.9% | ||
| Q3 24 | 79.4% | 76.6% | ||
| Q2 24 | 78.0% | 76.4% |
营业利润率BOXGKOS
| Q1 26 | — | 9.0% | ||
| Q4 25 | 8.3% | -97.7% | ||
| Q3 25 | 7.0% | -12.3% | ||
| Q2 25 | 2.3% | -18.3% | ||
| Q1 25 | 6.4% | -19.4% | ||
| Q4 24 | 8.5% | -27.2% | ||
| Q3 24 | 7.5% | -25.5% | ||
| Q2 24 | 6.8% | -31.3% |
净利率BOXGKOS
| Q1 26 | — | 6.2% | ||
| Q4 25 | 4.0% | -93.4% | ||
| Q3 25 | 4.6% | -12.2% | ||
| Q2 25 | 3.0% | -15.8% | ||
| Q1 25 | 69.4% | -17.0% | ||
| Q4 24 | 4.7% | -31.8% | ||
| Q3 24 | 7.6% | -22.1% | ||
| Q2 24 | 6.5% | -52.8% |
每股收益（稀释后）BOXGKOS
| Q1 26 | — | — | ||
| Q4 25 | $0.05 | $-2.34 | ||
| Q3 25 | $0.05 | $-0.28 | ||
| Q2 25 | $0.02 | $-0.34 | ||
| Q1 25 | $1.13 | $-0.32 | ||
| Q4 24 | $0.05 | $-0.56 | ||
| Q3 24 | $0.10 | $-0.39 | ||
| Q2 24 | $0.08 | $-1.00 |
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 | $729.6M | $276.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-286.6M | $670.9M |
| 总资产 | $1.6B | $893.3M |
| 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BOXGKOS
| Q1 26 | — | $276.7M | ||
| Q4 25 | $729.6M | $90.8M | ||
| Q3 25 | $757.9M | $98.2M | ||
| Q2 25 | $790.4M | $100.8M | ||
| Q1 25 | $722.8M | $114.3M | ||
| Q4 24 | $697.9M | $169.6M | ||
| Q3 24 | $482.2M | $100.1M | ||
| Q2 24 | $566.1M | $68.1M |
股东权益BOXGKOS
| Q1 26 | — | $670.9M | ||
| Q4 25 | $-286.6M | $656.2M | ||
| Q3 25 | $-269.4M | $769.5M | ||
| Q2 25 | $-280.1M | $765.1M | ||
| Q1 25 | $-297.0M | $764.0M | ||
| Q4 24 | $-479.9M | $766.9M | ||
| Q3 24 | $-439.4M | $668.5M | ||
| Q2 24 | $-397.9M | $665.2M |
总资产BOXGKOS
| Q1 26 | — | $893.3M | ||
| Q4 25 | $1.6B | $893.5M | ||
| Q3 25 | $1.6B | $999.4M | ||
| Q2 25 | $1.6B | $987.0M | ||
| Q1 25 | $1.7B | $966.2M | ||
| Q4 24 | $1.4B | $974.8M | ||
| Q3 24 | $1.1B | $926.5M | ||
| Q2 24 | $1.2B | $919.7M |
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 | $73.0M | — |
| 自由现金流经营现金流 - 资本支出 | $71.3M | — |
| 自由现金流率自由现金流/营收 | 23.7% | — |
| 资本支出强度资本支出/营收 | 0.6% | — |
| 现金转化率经营现金流/净利润 | 6.05× | — |
| 过去12个月自由现金流最近4个季度 | $343.5M | — |
8季度趋势，按日历期对齐
经营现金流BOXGKOS
| Q1 26 | — | — | ||
| Q4 25 | $73.0M | $6.8M | ||
| Q3 25 | $46.0M | $-10.1M | ||
| Q2 25 | $127.1M | $7.0M | ||
| Q1 25 | $102.2M | $-18.5M | ||
| Q4 24 | $62.6M | $507.0K | ||
| Q3 24 | $36.3M | $-9.6M | ||
| Q2 24 | $131.2M | $-18.4M |
自由现金流BOXGKOS
| Q1 26 | — | — | ||
| Q4 25 | $71.3M | $3.9M | ||
| Q3 25 | $43.9M | $-11.7M | ||
| Q2 25 | $126.7M | $5.8M | ||
| Q1 25 | $101.5M | $-20.5M | ||
| Q4 24 | $62.3M | $-1.2M | ||
| Q3 24 | $35.9M | $-11.0M | ||
| Q2 24 | $129.9M | $-20.5M |
自由现金流率BOXGKOS
| Q1 26 | — | — | ||
| Q4 25 | 23.7% | 2.7% | ||
| Q3 25 | 14.9% | -8.8% | ||
| Q2 25 | 45.9% | 4.7% | ||
| Q1 25 | 36.3% | -19.2% | ||
| Q4 24 | 22.6% | -1.2% | ||
| Q3 24 | 13.3% | -11.4% | ||
| Q2 24 | 49.1% | -21.4% |
资本支出强度BOXGKOS
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 2.0% | ||
| Q3 25 | 0.7% | 1.2% | ||
| Q2 25 | 0.1% | 0.9% | ||
| Q1 25 | 0.2% | 1.8% | ||
| Q4 24 | 0.1% | 1.6% | ||
| Q3 24 | 0.1% | 1.5% | ||
| Q2 24 | 0.5% | 2.2% |
现金转化率BOXGKOS
| Q1 26 | — | — | ||
| Q4 25 | 6.05× | — | ||
| Q3 25 | 3.42× | — | ||
| Q2 25 | 15.51× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 4.85× | — | ||
| Q3 24 | 1.77× | — | ||
| Q2 24 | 7.62× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
