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波士顿科学(BSX)与Ross Stores(ROST)财务数据对比。点击上方公司名可切换其他公司
Ross Stores的季度营收约是波士顿科学的1.1倍($5.6B vs $5.2B),波士顿科学净利率更高(25.7% vs 9.1%,领先16.6%),波士顿科学同比增速更快(11.6% vs 10.4%),过去两年波士顿科学的营收复合增速更高(12.4% vs -3.6%)
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。
Ross Stores, Inc.是美国知名折扣百货连锁集团,旗下核心品牌为Ross Dress for Less,总部位于加利福尼亚州都柏林,是美国规模最大的平价零售商。截至2024年7月,集团在全美43个州、华盛顿特区、波多黎各及关岛共运营1795家门店,暂未覆盖新英格兰地区及阿拉斯加,另拥有门店数超353家的折扣零售品牌DD's Discounts。
BSX vs ROST — 直观对比
营收规模更大
ROST
是对方的1.1倍
$5.2B
营收增速更快
BSX
高出1.1%
10.4%
净利率更高
BSX
高出16.6%
9.1%
两年增速更快
BSX
近两年复合增速
-3.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $5.2B | $5.6B |
| 净利润 | $1.3B | $511.9M |
| 毛利率 | 69.5% | 28.0% |
| 营业利润率 | — | 11.6% |
| 净利率 | 25.7% | 9.1% |
| 营收同比 | 11.6% | 10.4% |
| 净利润同比 | — | 4.7% |
| 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
ROST
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.3B | $5.6B | ||
| Q3 25 | $5.1B | $5.5B | ||
| Q2 25 | $5.1B | $5.0B | ||
| Q1 25 | $4.7B | $5.9B | ||
| Q4 24 | $4.6B | $5.1B | ||
| Q3 24 | $4.2B | $5.3B | ||
| Q2 24 | $4.1B | $4.9B |
净利润
BSX
ROST
| Q1 26 | $1.3B | — | ||
| Q4 25 | $670.0M | $511.9M | ||
| Q3 25 | $755.0M | $508.0M | ||
| Q2 25 | $795.0M | $479.2M | ||
| Q1 25 | $672.0M | $586.8M | ||
| Q4 24 | $563.0M | $488.8M | ||
| Q3 24 | $468.0M | $527.1M | ||
| Q2 24 | $322.0M | $488.0M |
毛利率
BSX
ROST
| Q1 26 | 69.5% | — | ||
| Q4 25 | 69.6% | 28.0% | ||
| Q3 25 | 69.9% | 27.6% | ||
| Q2 25 | 67.7% | 28.2% | ||
| Q1 25 | 68.8% | 26.5% | ||
| Q4 24 | 67.8% | 28.3% | ||
| Q3 24 | 68.8% | 28.3% | ||
| Q2 24 | 69.2% | 28.1% |
营业利润率
BSX
ROST
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | 11.6% | ||
| Q3 25 | 20.7% | 11.5% | ||
| Q2 25 | 16.2% | 12.2% | ||
| Q1 25 | 19.8% | 12.4% | ||
| Q4 24 | 14.8% | 11.9% | ||
| Q3 24 | 17.4% | 12.5% | ||
| Q2 24 | 12.6% | 12.2% |
净利率
BSX
ROST
| Q1 26 | 25.7% | — | ||
| Q4 25 | 12.7% | 9.1% | ||
| Q3 25 | 14.9% | 9.2% | ||
| Q2 25 | 15.7% | 9.6% | ||
| Q1 25 | 14.4% | 9.9% | ||
| Q4 24 | 12.3% | 9.6% | ||
| Q3 24 | 11.1% | 10.0% | ||
| Q2 24 | 7.8% | 10.0% |
每股收益(稀释后)
BSX
ROST
| Q1 26 | $0.90 | — | ||
| Q4 25 | $0.45 | $1.58 | ||
| Q3 25 | $0.51 | $1.56 | ||
| Q2 25 | $0.53 | $1.47 | ||
| Q1 25 | $0.45 | $1.79 | ||
| Q4 24 | $0.38 | $1.48 | ||
| Q3 24 | $0.32 | $1.59 | ||
| Q2 24 | $0.22 | $1.46 |
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 | — | $4.1B |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | — | $5.9B |
| 总资产 | — | $15.4B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势,按日历期对齐
现金及短期投资
BSX
ROST
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $4.1B | ||
| Q3 25 | $1.3B | $3.8B | ||
| Q2 25 | $534.0M | $3.8B | ||
| Q1 25 | $725.0M | $4.7B | ||
| Q4 24 | $414.0M | $4.3B | ||
| Q3 24 | $2.5B | $4.7B | ||
| Q2 24 | $2.9B | $4.7B |
总债务
BSX
ROST
| Q1 26 | — | — | ||
| Q4 25 | $11.1B | $1.5B | ||
| Q3 25 | $11.1B | $1.5B | ||
| Q2 25 | $11.1B | $1.5B | ||
| Q1 25 | $10.5B | $2.2B | ||
| Q4 24 | $9.0B | $2.2B | ||
| Q3 24 | $9.2B | $2.5B | ||
| Q2 24 | $9.0B | $2.5B |
股东权益
BSX
ROST
| Q1 26 | — | — | ||
| Q4 25 | $24.2B | $5.9B | ||
| Q3 25 | $23.4B | $5.7B | ||
| Q2 25 | $22.4B | $5.6B | ||
| Q1 25 | $22.2B | $5.5B | ||
| Q4 24 | $21.8B | $5.3B | ||
| Q3 24 | $20.7B | $5.1B | ||
| Q2 24 | $20.4B | $4.9B |
总资产
BSX
ROST
| Q1 26 | — | — | ||
| Q4 25 | $43.7B | $15.4B | ||
| Q3 25 | $42.7B | $14.5B | ||
| Q2 25 | $41.6B | $14.3B | ||
| Q1 25 | $40.1B | $14.9B | ||
| Q4 24 | $39.4B | $14.9B | ||
| Q3 24 | $38.1B | $14.7B | ||
| Q2 24 | $37.1B | $14.5B |
负债/权益比
BSX
ROST
| Q1 26 | — | — | ||
| Q4 25 | 0.46× | 0.26× | ||
| Q3 25 | 0.48× | 0.26× | ||
| Q2 25 | 0.50× | 0.27× | ||
| Q1 25 | 0.47× | 0.40× | ||
| Q4 24 | 0.41× | 0.42× | ||
| Q3 24 | 0.45× | 0.48× | ||
| Q2 24 | 0.44× | 0.50× |
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 | — | $827.1M |
| 自由现金流经营现金流 - 资本支出 | — | $617.8M |
| 自由现金流率自由现金流/营收 | — | 11.0% |
| 资本支出强度资本支出/营收 | — | 3.7% |
| 现金转化率经营现金流/净利润 | — | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $2.0B |
8季度趋势,按日历期对齐
经营现金流
BSX
ROST
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $827.1M | ||
| Q3 25 | $1.3B | $668.4M | ||
| Q2 25 | $1.3B | $409.7M | ||
| Q1 25 | $541.0M | $882.6M | ||
| Q4 24 | $1.5B | $513.4M | ||
| Q3 24 | $1.0B | $592.1M | ||
| Q2 24 | $813.0M | $368.9M |
自由现金流
BSX
ROST
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $617.8M | ||
| Q3 25 | $1.2B | $466.6M | ||
| Q2 25 | $1.1B | $202.3M | ||
| Q1 25 | $354.0M | $676.6M | ||
| Q4 24 | $1.2B | $333.0M | ||
| Q3 24 | $823.0M | $394.6M | ||
| Q2 24 | $658.0M | $232.7M |
自由现金流率
BSX
ROST
| Q1 26 | — | — | ||
| Q4 25 | 19.2% | 11.0% | ||
| Q3 25 | 22.9% | 8.4% | ||
| Q2 25 | 22.3% | 4.1% | ||
| Q1 25 | 7.6% | 11.4% | ||
| Q4 24 | 25.8% | 6.6% | ||
| Q3 24 | 19.6% | 7.5% | ||
| Q2 24 | 16.0% | 4.8% |
资本支出强度
BSX
ROST
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 3.7% | ||
| Q3 25 | 3.6% | 3.6% | ||
| Q2 25 | 3.1% | 4.2% | ||
| Q1 25 | 4.0% | 3.5% | ||
| Q4 24 | 6.1% | 3.6% | ||
| Q3 24 | 4.3% | 3.7% | ||
| Q2 24 | 3.8% | 2.8% |
现金转化率
BSX
ROST
| Q1 26 | — | — | ||
| Q4 25 | 2.04× | 1.62× | ||
| Q3 25 | 1.78× | 1.32× | ||
| Q2 25 | 1.62× | 0.85× | ||
| Q1 25 | 0.81× | 1.50× | ||
| Q4 24 | 2.59× | 1.05× | ||
| Q3 24 | 2.14× | 1.12× | ||
| Q2 24 | 2.52× | 0.76× |
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
| MedSurg | $1.7B | 33% |
| EMEA | $932.0M | 18% |
| APAC | $803.0M | 15% |
| Endoscopy | $736.0M | 14% |
| Urology | $646.0M | 12% |
| Neuromodulation | $318.0M | 6% |
ROST
暂无分部数据