vs
波士顿科学(BSX)与Rocket Companies, Inc.(RKT)财务数据对比。点击上方公司名可切换其他公司
波士顿科学的季度营收约是Rocket Companies, Inc.的1.9倍($5.2B vs $2.7B),波士顿科学净利率更高(25.7% vs 2.5%,领先23.2%),Rocket Companies, Inc.同比增速更快(52.2% vs 11.6%),过去两年Rocket Companies, Inc.的营收复合增速更高(39.5% vs 12.4%)
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。
Rocket Companies, Inc.是美国金融科技及住房服务企业,由丹·吉尔伯特创立,总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列,旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
BSX vs RKT — 直观对比
营收规模更大
BSX
是对方的1.9倍
$2.7B
营收增速更快
RKT
高出40.6%
11.6%
净利率更高
BSX
高出23.2%
2.5%
两年增速更快
RKT
近两年复合增速
12.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $5.2B | $2.7B |
| 净利润 | $1.3B | $68.0M |
| 毛利率 | 69.5% | — |
| 营业利润率 | — | 6.3% |
| 净利率 | 25.7% | 2.5% |
| 营收同比 | 11.6% | 52.2% |
| 净利润同比 | 99.0% | 100.8% |
| 每股收益(稀释后) | $0.90 | $0.10 |
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
RKT
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.3B | $2.7B | ||
| Q3 25 | $5.1B | $1.6B | ||
| Q2 25 | $5.1B | $1.4B | ||
| Q1 25 | $4.7B | $1.0B | ||
| Q4 24 | $4.6B | $1.8B | ||
| Q3 24 | $4.2B | $646.9M | ||
| Q2 24 | $4.1B | $1.3B |
净利润
BSX
RKT
| Q1 26 | $1.3B | — | ||
| Q4 25 | $670.0M | $68.0M | ||
| Q3 25 | $755.0M | $-123.9M | ||
| Q2 25 | $795.0M | $-1.8M | ||
| Q1 25 | $672.0M | $-10.4M | ||
| Q4 24 | $563.0M | $33.9M | ||
| Q3 24 | $468.0M | $-22.0M | ||
| Q2 24 | $322.0M | $1.3M |
毛利率
BSX
RKT
| Q1 26 | 69.5% | — | ||
| Q4 25 | 69.6% | — | ||
| Q3 25 | 69.9% | — | ||
| Q2 25 | 67.7% | — | ||
| Q1 25 | 68.8% | — | ||
| Q4 24 | 67.8% | 58.9% | ||
| Q3 24 | 68.8% | -8.4% | ||
| Q2 24 | 69.2% | 47.4% |
营业利润率
BSX
RKT
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | 6.3% | ||
| Q3 25 | 20.7% | -11.5% | ||
| Q2 25 | 16.2% | 1.8% | ||
| Q1 25 | 19.8% | -21.5% | ||
| Q4 24 | 14.8% | 38.1% | ||
| Q3 24 | 17.4% | -76.9% | ||
| Q2 24 | 12.6% | 14.8% |
净利率
BSX
RKT
| Q1 26 | 25.7% | — | ||
| Q4 25 | 12.7% | 2.5% | ||
| Q3 25 | 14.9% | -7.7% | ||
| Q2 25 | 15.7% | -0.1% | ||
| Q1 25 | 14.4% | -1.0% | ||
| Q4 24 | 12.3% | 1.9% | ||
| Q3 24 | 11.1% | -3.4% | ||
| Q2 24 | 7.8% | 0.1% |
每股收益(稀释后)
BSX
RKT
| Q1 26 | $0.90 | — | ||
| Q4 25 | $0.45 | $0.10 | ||
| Q3 25 | $0.51 | $-0.06 | ||
| Q2 25 | $0.53 | $-0.01 | ||
| Q1 25 | $0.45 | $-0.08 | ||
| Q4 24 | $0.38 | $0.28 | ||
| Q3 24 | $0.32 | $-0.19 | ||
| Q2 24 | $0.22 | $0.01 |
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 | — | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $22.9B |
| 总资产 | — | $60.7B |
| 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
BSX
RKT
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $2.7B | ||
| Q3 25 | $1.3B | $5.8B | ||
| Q2 25 | $534.0M | $5.1B | ||
| Q1 25 | $725.0M | $1.4B | ||
| Q4 24 | $414.0M | $1.3B | ||
| Q3 24 | $2.5B | $1.2B | ||
| Q2 24 | $2.9B | $1.3B |
总债务
BSX
RKT
| Q1 26 | — | — | ||
| Q4 25 | $11.1B | — | ||
| Q3 25 | $11.1B | — | ||
| Q2 25 | $11.1B | — | ||
| Q1 25 | $10.5B | — | ||
| Q4 24 | $9.0B | — | ||
| Q3 24 | $9.2B | — | ||
| Q2 24 | $9.0B | — |
股东权益
BSX
RKT
| Q1 26 | — | — | ||
| Q4 25 | $24.2B | $22.9B | ||
| Q3 25 | $23.4B | $8.9B | ||
| Q2 25 | $22.4B | $7.4B | ||
| Q1 25 | $22.2B | $8.6B | ||
| Q4 24 | $21.8B | $9.0B | ||
| Q3 24 | $20.7B | $8.4B | ||
| Q2 24 | $20.4B | $8.8B |
总资产
BSX
RKT
| Q1 26 | — | — | ||
| Q4 25 | $43.7B | $60.7B | ||
| Q3 25 | $42.7B | $33.6B | ||
| Q2 25 | $41.6B | $30.4B | ||
| Q1 25 | $40.1B | $25.3B | ||
| Q4 24 | $39.4B | $24.5B | ||
| Q3 24 | $38.1B | $25.1B | ||
| Q2 24 | $37.1B | $23.6B |
负债/权益比
BSX
RKT
| Q1 26 | — | — | ||
| Q4 25 | 0.46× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.50× | — | ||
| Q1 25 | 0.47× | — | ||
| Q4 24 | 0.41× | — | ||
| Q3 24 | 0.45× | — | ||
| Q2 24 | 0.44× | — |
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 | — | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | — | $-1.3B |
| 自由现金流率自由现金流/营收 | — | -47.2% |
| 资本支出强度资本支出/营收 | — | 1.5% |
| 现金转化率经营现金流/净利润 | — | -18.08× |
| 过去12个月自由现金流最近4个季度 | — | $-4.0B |
8季度趋势,按日历期对齐
经营现金流
BSX
RKT
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $-1.2B | ||
| Q3 25 | $1.3B | $-50.3M | ||
| Q2 25 | $1.3B | $-1.9B | ||
| Q1 25 | $541.0M | $-797.0M | ||
| Q4 24 | $1.5B | $1.8B | ||
| Q3 24 | $1.0B | $-1.3B | ||
| Q2 24 | $813.0M | $-122.3M |
自由现金流
BSX
RKT
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $-1.3B | ||
| Q3 25 | $1.2B | $-71.8M | ||
| Q2 25 | $1.1B | $-1.9B | ||
| Q1 25 | $354.0M | $-811.0M | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $823.0M | $-1.4B | ||
| Q2 24 | $658.0M | $-138.3M |
自由现金流率
BSX
RKT
| Q1 26 | — | — | ||
| Q4 25 | 19.2% | -47.2% | ||
| Q3 25 | 22.9% | -4.5% | ||
| Q2 25 | 22.3% | -137.2% | ||
| Q1 25 | 7.6% | -78.2% | ||
| Q4 24 | 25.8% | 103.1% | ||
| Q3 24 | 19.6% | -209.6% | ||
| Q2 24 | 16.0% | -10.6% |
资本支出强度
BSX
RKT
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 1.5% | ||
| Q3 25 | 3.6% | 1.3% | ||
| Q2 25 | 3.1% | 1.1% | ||
| Q1 25 | 4.0% | 1.4% | ||
| Q4 24 | 6.1% | 1.1% | ||
| Q3 24 | 4.3% | 2.9% | ||
| Q2 24 | 3.8% | 1.2% |
现金转化率
BSX
RKT
| Q1 26 | — | — | ||
| Q4 25 | 2.04× | -18.08× | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 1.62× | — | ||
| Q1 25 | 0.81× | — | ||
| Q4 24 | 2.59× | 54.42× | ||
| Q3 24 | 2.14× | — | ||
| Q2 24 | 2.52× | -94.46× |
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% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |