vs
波士顿科学(BSX)与通用电气医疗(GEHC)财务数据对比。点击上方公司名可切换其他公司
通用电气医疗的季度营收约是波士顿科学的1.1倍($5.7B vs $5.2B),波士顿科学净利率更高(25.7% vs 10.3%,领先15.4%),波士顿科学同比增速更快(11.6% vs 7.1%),过去两年波士顿科学的营收复合增速更高(12.4% vs 10.7%)
波士顿科学是一家美国跨国生物科技与生物医学工程企业,专注于介入医学领域医疗设备的研发生产,产品覆盖介入心内科、介入放射科、神经调控、肿瘤、泌尿、妇科、内镜、心脏及血管外科等多个专科诊疗场景。
通用电气医疗是总部位于美国伊利诺伊州芝加哥的医疗科技企业,旗下设四大业务板块:医学影像(含分子成像、CT、核磁共振、女性健康筛查、X射线系统)、超声、患者护理解决方案(聚焦远程患者监测、麻醉呼吸护理、心脏病诊断、婴幼儿照护)及制药诊断业务。
BSX vs GEHC — 直观对比
营收规模更大
GEHC
是对方的1.1倍
$5.2B
营收增速更快
BSX
高出4.5%
7.1%
净利率更高
BSX
高出15.4%
10.3%
两年增速更快
BSX
近两年复合增速
10.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $5.2B | $5.7B |
| 净利润 | $1.3B | $588.0M |
| 毛利率 | 69.5% | 39.7% |
| 营业利润率 | — | 14.5% |
| 净利率 | 25.7% | 10.3% |
| 营收同比 | 11.6% | 7.1% |
| 净利润同比 | 99.0% | -18.4% |
| 每股收益(稀释后) | $0.90 | $1.28 |
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
BSX
GEHC
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.3B | $5.7B | ||
| Q3 25 | $5.1B | $5.1B | ||
| Q2 25 | $5.1B | $5.0B | ||
| Q1 25 | $4.7B | $4.8B | ||
| Q4 24 | $4.6B | $5.3B | ||
| Q3 24 | $4.2B | $4.9B | ||
| Q2 24 | $4.1B | $4.8B |
净利润
BSX
GEHC
| Q1 26 | $1.3B | — | ||
| Q4 25 | $670.0M | $588.0M | ||
| Q3 25 | $755.0M | $446.0M | ||
| Q2 25 | $795.0M | $486.0M | ||
| Q1 25 | $672.0M | $564.0M | ||
| Q4 24 | $563.0M | $721.0M | ||
| Q3 24 | $468.0M | $470.0M | ||
| Q2 24 | $322.0M | $428.0M |
毛利率
BSX
GEHC
| Q1 26 | 69.5% | — | ||
| Q4 25 | 69.6% | 39.7% | ||
| Q3 25 | 69.9% | 38.7% | ||
| Q2 25 | 67.7% | 39.6% | ||
| Q1 25 | 68.8% | 42.1% | ||
| Q4 24 | 67.8% | 42.8% | ||
| Q3 24 | 68.8% | 41.7% | ||
| Q2 24 | 69.2% | 41.4% |
营业利润率
BSX
GEHC
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | 14.5% | ||
| Q3 25 | 20.7% | 12.7% | ||
| Q2 25 | 16.2% | 13.1% | ||
| Q1 25 | 19.8% | 13.2% | ||
| Q4 24 | 14.8% | 15.1% | ||
| Q3 24 | 17.4% | 13.9% | ||
| Q2 24 | 12.6% | 12.6% |
净利率
BSX
GEHC
| Q1 26 | 25.7% | — | ||
| Q4 25 | 12.7% | 10.3% | ||
| Q3 25 | 14.9% | 8.7% | ||
| Q2 25 | 15.7% | 9.7% | ||
| Q1 25 | 14.4% | 11.8% | ||
| Q4 24 | 12.3% | 13.6% | ||
| Q3 24 | 11.1% | 9.7% | ||
| Q2 24 | 7.8% | 8.8% |
每股收益(稀释后)
BSX
GEHC
| Q1 26 | $0.90 | — | ||
| Q4 25 | $0.45 | $1.28 | ||
| Q3 25 | $0.51 | $0.98 | ||
| Q2 25 | $0.53 | $1.06 | ||
| Q1 25 | $0.45 | $1.23 | ||
| Q4 24 | $0.38 | $1.58 | ||
| Q3 24 | $0.32 | $1.02 | ||
| Q2 24 | $0.22 | $0.93 |
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 | — | $4.5B |
| 总债务越低越好 | — | $10.0B |
| 股东权益账面价值 | — | $10.4B |
| 总资产 | — | $36.9B |
| 负债/权益比越低杠杆越低 | — | 0.96× |
8季度趋势,按日历期对齐
现金及短期投资
BSX
GEHC
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $4.5B | ||
| Q3 25 | $1.3B | $4.0B | ||
| Q2 25 | $534.0M | $3.7B | ||
| Q1 25 | $725.0M | $2.5B | ||
| Q4 24 | $414.0M | $2.9B | ||
| Q3 24 | $2.5B | $3.5B | ||
| Q2 24 | $2.9B | $2.0B |
总债务
BSX
GEHC
| Q1 26 | — | — | ||
| Q4 25 | $11.1B | $10.0B | ||
| Q3 25 | $11.1B | $10.3B | ||
| Q2 25 | $11.1B | $10.3B | ||
| Q1 25 | $10.5B | $8.8B | ||
| Q4 24 | $9.0B | $9.0B | ||
| Q3 24 | $9.2B | $10.3B | ||
| Q2 24 | $9.0B | $9.2B |
股东权益
BSX
GEHC
| Q1 26 | — | — | ||
| Q4 25 | $24.2B | $10.4B | ||
| Q3 25 | $23.4B | $10.0B | ||
| Q2 25 | $22.4B | $9.7B | ||
| Q1 25 | $22.2B | $9.2B | ||
| Q4 24 | $21.8B | $8.4B | ||
| Q3 24 | $20.7B | $8.3B | ||
| Q2 24 | $20.4B | $7.8B |
总资产
BSX
GEHC
| Q1 26 | — | — | ||
| Q4 25 | $43.7B | $36.9B | ||
| Q3 25 | $42.7B | $36.1B | ||
| Q2 25 | $41.6B | $35.5B | ||
| Q1 25 | $40.1B | $33.6B | ||
| Q4 24 | $39.4B | $33.1B | ||
| Q3 24 | $38.1B | $33.9B | ||
| Q2 24 | $37.1B | $31.9B |
负债/权益比
BSX
GEHC
| Q1 26 | — | — | ||
| Q4 25 | 0.46× | 0.96× | ||
| Q3 25 | 0.48× | 1.03× | ||
| Q2 25 | 0.50× | 1.06× | ||
| Q1 25 | 0.47× | 0.95× | ||
| Q4 24 | 0.41× | 1.06× | ||
| Q3 24 | 0.45× | 1.24× | ||
| Q2 24 | 0.44× | 1.18× |
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
BSX
| Cardiovascular | $3.1B | 59% |
| Endoscopy | $673.0M | 13% |
| Urology | $633.0M | 12% |
| Other | $386.0M | 7% |
| Neuromodulation | $271.0M | 5% |
| LACA | $155.0M | 3% |
GEHC
| Imaging Segment | $2.6B | 45% |
| PCS Segment | $824.0M | 14% |
| P Dx Segment | $790.0M | 14% |
| Specialized Ultrasound Subsegment | $735.0M | 13% |
| Monitoring Solutions Subsegment | $578.0M | 10% |
| Life Support Solutions Subsegment | $247.0M | 4% |