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波士顿科学(BSX)与李尔公司(LEA)财务数据对比。点击上方公司名可切换其他公司
李尔公司的季度营收约是波士顿科学的1.2倍($6.0B vs $5.2B),波士顿科学净利率更高(25.7% vs 1.4%,领先24.4%),波士顿科学同比增速更快(11.6% vs 4.8%),过去两年波士顿科学的营收复合增速更高(12.4% vs -0.1%)
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。
李尔公司是美国知名汽车零部件供应商,核心业务涵盖汽车座椅及电气系统的研发、生产与销售。公司曾位列2018年《财富》世界500强第148位,2019年升至第147位,在全球汽车供应链领域拥有突出的市场地位与品牌影响力。
BSX vs LEA — 直观对比
营收规模更大
LEA
是对方的1.2倍
$5.2B
营收增速更快
BSX
高出6.8%
4.8%
净利率更高
BSX
高出24.4%
1.4%
两年增速更快
BSX
近两年复合增速
-0.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $5.2B | $6.0B |
| 净利润 | $1.3B | $82.7M |
| 毛利率 | 69.5% | 5.7% |
| 营业利润率 | — | 2.6% |
| 净利率 | 25.7% | 1.4% |
| 营收同比 | 11.6% | 4.8% |
| 净利润同比 | 99.0% | -6.1% |
| 每股收益(稀释后) | $0.90 | $1.58 |
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
LEA
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.3B | $6.0B | ||
| Q3 25 | $5.1B | $5.7B | ||
| Q2 25 | $5.1B | $6.0B | ||
| Q1 25 | $4.7B | $5.6B | ||
| Q4 24 | $4.6B | $5.7B | ||
| Q3 24 | $4.2B | $5.6B | ||
| Q2 24 | $4.1B | $6.0B |
净利润
BSX
LEA
| Q1 26 | $1.3B | — | ||
| Q4 25 | $670.0M | $82.7M | ||
| Q3 25 | $755.0M | $108.2M | ||
| Q2 25 | $795.0M | $165.2M | ||
| Q1 25 | $672.0M | $80.7M | ||
| Q4 24 | $563.0M | $88.1M | ||
| Q3 24 | $468.0M | $135.8M | ||
| Q2 24 | $322.0M | $173.1M |
毛利率
BSX
LEA
| Q1 26 | 69.5% | — | ||
| Q4 25 | 69.6% | 5.7% | ||
| Q3 25 | 69.9% | 6.4% | ||
| Q2 25 | 67.7% | 7.3% | ||
| Q1 25 | 68.8% | 6.5% | ||
| Q4 24 | 67.8% | 6.8% | ||
| Q3 24 | 68.8% | 7.3% | ||
| Q2 24 | 69.2% | 7.5% |
营业利润率
BSX
LEA
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | 2.6% | ||
| Q3 25 | 20.7% | 3.4% | ||
| Q2 25 | 16.2% | 4.1% | ||
| Q1 25 | 19.8% | 3.3% | ||
| Q4 24 | 14.8% | 3.7% | ||
| Q3 24 | 17.4% | 3.9% | ||
| Q2 24 | 12.6% | 4.3% |
净利率
BSX
LEA
| Q1 26 | 25.7% | — | ||
| Q4 25 | 12.7% | 1.4% | ||
| Q3 25 | 14.9% | 1.9% | ||
| Q2 25 | 15.7% | 2.7% | ||
| Q1 25 | 14.4% | 1.5% | ||
| Q4 24 | 12.3% | 1.5% | ||
| Q3 24 | 11.1% | 2.4% | ||
| Q2 24 | 7.8% | 2.9% |
每股收益(稀释后)
BSX
LEA
| Q1 26 | $0.90 | — | ||
| Q4 25 | $0.45 | $1.58 | ||
| Q3 25 | $0.51 | $2.02 | ||
| Q2 25 | $0.53 | $3.06 | ||
| Q1 25 | $0.45 | $1.49 | ||
| Q4 24 | $0.38 | $1.64 | ||
| Q3 24 | $0.32 | $2.41 | ||
| Q2 24 | $0.22 | $3.02 |
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 | — | $1.0B |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | — | $5.0B |
| 总资产 | — | $14.8B |
| 负债/权益比越低杠杆越低 | — | 0.54× |
8季度趋势,按日历期对齐
现金及短期投资
BSX
LEA
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $1.0B | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $534.0M | $887.9M | ||
| Q1 25 | $725.0M | $779.9M | ||
| Q4 24 | $414.0M | $1.1B | ||
| Q3 24 | $2.5B | $763.9M | ||
| Q2 24 | $2.9B | $950.3M |
总债务
BSX
LEA
| Q1 26 | — | — | ||
| Q4 25 | $11.1B | $2.7B | ||
| Q3 25 | $11.1B | $2.8B | ||
| Q2 25 | $11.1B | $2.8B | ||
| Q1 25 | $10.5B | $2.7B | ||
| Q4 24 | $9.0B | $2.7B | ||
| Q3 24 | $9.2B | $2.8B | ||
| Q2 24 | $9.0B | $2.7B |
股东权益
BSX
LEA
| Q1 26 | — | — | ||
| Q4 25 | $24.2B | $5.0B | ||
| Q3 25 | $23.4B | $5.1B | ||
| Q2 25 | $22.4B | $5.1B | ||
| Q1 25 | $22.2B | $4.7B | ||
| Q4 24 | $21.8B | $4.5B | ||
| Q3 24 | $20.7B | $4.8B | ||
| Q2 24 | $20.4B | $4.8B |
总资产
BSX
LEA
| Q1 26 | — | — | ||
| Q4 25 | $43.7B | $14.8B | ||
| Q3 25 | $42.7B | $15.2B | ||
| Q2 25 | $41.6B | $15.3B | ||
| Q1 25 | $40.1B | $14.6B | ||
| Q4 24 | $39.4B | $14.0B | ||
| Q3 24 | $38.1B | $14.8B | ||
| Q2 24 | $37.1B | $14.7B |
负债/权益比
BSX
LEA
| Q1 26 | — | — | ||
| Q4 25 | 0.46× | 0.54× | ||
| Q3 25 | 0.48× | 0.54× | ||
| Q2 25 | 0.50× | 0.54× | ||
| Q1 25 | 0.47× | 0.59× | ||
| Q4 24 | 0.41× | 0.61× | ||
| Q3 24 | 0.45× | 0.58× | ||
| Q2 24 | 0.44× | 0.57× |
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 | — | $475.9M |
| 自由现金流经营现金流 - 资本支出 | — | $281.1M |
| 自由现金流率自由现金流/营收 | — | 4.7% |
| 资本支出强度资本支出/营收 | — | 3.3% |
| 现金转化率经营现金流/净利润 | — | 5.75× |
| 过去12个月自由现金流最近4个季度 | — | $527.2M |
8季度趋势,按日历期对齐
经营现金流
BSX
LEA
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $475.9M | ||
| Q3 25 | $1.3B | $444.4M | ||
| Q2 25 | $1.3B | $296.2M | ||
| Q1 25 | $541.0M | $-127.7M | ||
| Q4 24 | $1.5B | $680.8M | ||
| Q3 24 | $1.0B | $182.7M | ||
| Q2 24 | $813.0M | $291.2M |
自由现金流
BSX
LEA
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $281.1M | ||
| Q3 25 | $1.2B | $307.0M | ||
| Q2 25 | $1.1B | $170.8M | ||
| Q1 25 | $354.0M | $-231.7M | ||
| Q4 24 | $1.2B | $488.7M | ||
| Q3 24 | $823.0M | $50.5M | ||
| Q2 24 | $658.0M | $170.4M |
自由现金流率
BSX
LEA
| Q1 26 | — | — | ||
| Q4 25 | 19.2% | 4.7% | ||
| Q3 25 | 22.9% | 5.4% | ||
| Q2 25 | 22.3% | 2.8% | ||
| Q1 25 | 7.6% | -4.2% | ||
| Q4 24 | 25.8% | 8.6% | ||
| Q3 24 | 19.6% | 0.9% | ||
| Q2 24 | 16.0% | 2.8% |
资本支出强度
BSX
LEA
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 3.3% | ||
| Q3 25 | 3.6% | 2.4% | ||
| Q2 25 | 3.1% | 2.1% | ||
| Q1 25 | 4.0% | 1.9% | ||
| Q4 24 | 6.1% | 3.4% | ||
| Q3 24 | 4.3% | 2.4% | ||
| Q2 24 | 3.8% | 2.0% |
现金转化率
BSX
LEA
| Q1 26 | — | — | ||
| Q4 25 | 2.04× | 5.75× | ||
| Q3 25 | 1.78× | 4.11× | ||
| Q2 25 | 1.62× | 1.79× | ||
| Q1 25 | 0.81× | -1.58× | ||
| Q4 24 | 2.59× | 7.73× | ||
| Q3 24 | 2.14× | 1.35× | ||
| Q2 24 | 2.52× | 1.68× |
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% |
LEA
| Other | $3.5B | 59% |
| Seating Segment | $1.9B | 32% |
| E Systems Segment | $520.6M | 9% |