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Maplebear Inc.（CART）与爱德华生命科学（EW）财务数据对比。点击上方公司名可切换其他公司
爱德华生命科学的季度营收约是Maplebear Inc.的1.7倍（$1.6B vs $992.0M），爱德华生命科学净利率更高（23.1% vs 8.2%，领先14.9%），爱德华生命科学同比增速更快（16.7% vs 12.3%），过去两年Maplebear Inc.的营收复合增速更高（10.0% vs 9.7%）
Maplebear Inc. 以Instacart为品牌开展业务，是总部位于美国旧金山的零售媒体及配送企业，在美国和加拿大运营生鲜杂货配送与自提服务。用户可通过官网及移动应用从合作商户订购食品杂货，在法律允许的地区还可选购酒类商品，所有订单由专属采购专员负责拣选、打包并配送上门。
爱德华生命科学是总部位于美国加利福尼亚州尔湾的医疗科技企业，专注于人工心脏瓣膜及血流动力学监测领域，其研发的Sapien经导管主动脉心脏瓣膜采用牛组织材质，搭配球囊扩张式钴铬合金支架，可通过导管完成植入。
CART vs EW — 直观对比
营收规模更大
EW
是对方的1.7倍
$992.0M
营收增速更快
EW
高出4.4%
12.3%
净利率更高
EW
高出14.9%
8.2%
两年增速更快
CART
近两年复合增速
9.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $992.0M | $1.6B |
| 净利润 | $81.0M | $380.7M |
| 毛利率 | 72.3% | 78.0% |
| 营业利润率 | 9.9% | 1.8% |
| 净利率 | 8.2% | 23.1% |
| 营收同比 | 12.3% | 16.7% |
| 净利润同比 | -45.3% | 6.8% |
| 每股收益（稀释后） | $0.31 | $0.66 |
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CARTEW
| Q1 26 | — | $1.6B | ||
| Q4 25 | $992.0M | $1.6B | ||
| Q3 25 | $939.0M | $1.6B | ||
| Q2 25 | $914.0M | $1.5B | ||
| Q1 25 | $897.0M | $1.4B | ||
| Q4 24 | $883.0M | $1.4B | ||
| Q3 24 | $852.0M | $1.4B | ||
| Q2 24 | $823.0M | $1.4B |
净利润CARTEW
| Q1 26 | — | $380.7M | ||
| Q4 25 | $81.0M | $91.2M | ||
| Q3 25 | $144.0M | $291.1M | ||
| Q2 25 | $116.0M | $333.2M | ||
| Q1 25 | $106.0M | $358.0M | ||
| Q4 24 | $148.0M | $385.6M | ||
| Q3 24 | $118.0M | $3.1B | ||
| Q2 24 | $61.0M | $366.3M |
毛利率CARTEW
| Q1 26 | — | 78.0% | ||
| Q4 25 | 72.3% | 78.1% | ||
| Q3 25 | 73.7% | 77.8% | ||
| Q2 25 | 74.2% | 77.5% | ||
| Q1 25 | 74.8% | 78.7% | ||
| Q4 24 | 75.2% | 78.9% | ||
| Q3 24 | 75.2% | 80.6% | ||
| Q2 24 | 75.7% | 79.9% |
营业利润率CARTEW
| Q1 26 | — | 1.8% | ||
| Q4 25 | 9.9% | 9.6% | ||
| Q3 25 | 17.7% | 19.8% | ||
| Q2 25 | 13.6% | 26.8% | ||
| Q1 25 | 12.3% | 27.9% | ||
| Q4 24 | 17.6% | 22.6% | ||
| Q3 24 | 16.2% | 25.9% | ||
| Q2 24 | 6.3% | 26.8% |
净利率CARTEW
| Q1 26 | — | 23.1% | ||
| Q4 25 | 8.2% | 5.8% | ||
| Q3 25 | 15.3% | 18.7% | ||
| Q2 25 | 12.7% | 21.7% | ||
| Q1 25 | 11.8% | 25.3% | ||
| Q4 24 | 16.8% | 27.8% | ||
| Q3 24 | 13.8% | 226.7% | ||
| Q2 24 | 7.4% | 26.7% |
每股收益（稀释后）CARTEW
| Q1 26 | — | $0.66 | ||
| Q4 25 | $0.31 | $0.16 | ||
| Q3 25 | $0.51 | $0.50 | ||
| Q2 25 | $0.41 | $0.56 | ||
| Q1 25 | $0.37 | $0.61 | ||
| Q4 24 | $0.53 | $0.65 | ||
| Q3 24 | $0.42 | $5.13 | ||
| Q2 24 | $0.20 | $0.61 |
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 | $687.0M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.5B | — |
| 总资产 | $3.7B | — |
| 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CARTEW
| Q1 26 | — | — | ||
| Q4 25 | $687.0M | $4.2B | ||
| Q3 25 | $1.7B | $3.8B | ||
| Q2 25 | $1.6B | $4.1B | ||
| Q1 25 | $1.6B | $3.9B | ||
| Q4 24 | $1.4B | $4.0B | ||
| Q3 24 | $1.3B | $4.4B | ||
| Q2 24 | $1.4B | $2.0B |
股东权益CARTEW
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $10.3B | ||
| Q3 25 | $3.5B | $10.2B | ||
| Q2 25 | $3.3B | $10.5B | ||
| Q1 25 | $3.2B | $10.1B | ||
| Q4 24 | $3.1B | $10.0B | ||
| Q3 24 | $2.9B | $9.5B | ||
| Q2 24 | $3.0B | $7.4B |
总资产CARTEW
| Q1 26 | — | — | ||
| Q4 25 | $3.7B | $13.7B | ||
| Q3 25 | $4.5B | $13.3B | ||
| Q2 25 | $4.4B | $13.5B | ||
| Q1 25 | $4.3B | $13.0B | ||
| Q4 24 | $4.1B | $13.1B | ||
| Q3 24 | $3.9B | $13.0B | ||
| Q2 24 | $4.0B | $10.1B |
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 | $183.0M | — |
| 自由现金流经营现金流 - 资本支出 | $171.0M | — |
| 自由现金流率自由现金流/营收 | 17.2% | — |
| 资本支出强度资本支出/营收 | 1.2% | — |
| 现金转化率经营现金流/净利润 | 2.26× | — |
| 过去12个月自由现金流最近4个季度 | $910.0M | — |
8季度趋势，按日历期对齐
经营现金流CARTEW
| Q1 26 | — | — | ||
| Q4 25 | $183.0M | $450.9M | ||
| Q3 25 | $287.0M | $573.7M | ||
| Q2 25 | $203.0M | $290.2M | ||
| Q1 25 | $298.0M | $280.4M | ||
| Q4 24 | $153.0M | $-127.5M | ||
| Q3 24 | $185.0M | $351.8M | ||
| Q2 24 | $244.0M | $371.5M |
自由现金流CARTEW
| Q1 26 | — | — | ||
| Q4 25 | $171.0M | $353.5M | ||
| Q3 25 | $272.0M | $516.2M | ||
| Q2 25 | $187.0M | $240.9M | ||
| Q1 25 | $280.0M | $224.4M | ||
| Q4 24 | $141.0M | $-177.3M | ||
| Q3 24 | $171.0M | $299.9M | ||
| Q2 24 | $220.0M | $286.1M |
自由现金流率CARTEW
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | 22.5% | ||
| Q3 25 | 29.0% | 33.2% | ||
| Q2 25 | 20.5% | 15.7% | ||
| Q1 25 | 31.2% | 15.9% | ||
| Q4 24 | 16.0% | -12.8% | ||
| Q3 24 | 20.1% | 22.1% | ||
| Q2 24 | 26.7% | 20.9% |
资本支出强度CARTEW
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 6.2% | ||
| Q3 25 | 1.6% | 3.7% | ||
| Q2 25 | 1.8% | 3.2% | ||
| Q1 25 | 2.0% | 4.0% | ||
| Q4 24 | 1.4% | 3.6% | ||
| Q3 24 | 1.6% | 3.8% | ||
| Q2 24 | 2.9% | 6.2% |
现金转化率CARTEW
| Q1 26 | — | — | ||
| Q4 25 | 2.26× | 4.94× | ||
| Q3 25 | 1.99× | 1.97× | ||
| Q2 25 | 1.75× | 0.87× | ||
| Q1 25 | 2.81× | 0.78× | ||
| Q4 24 | 1.03× | -0.33× | ||
| Q3 24 | 1.57× | 0.11× | ||
| Q2 24 | 4.00× | 1.01× |
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
CART
| Transaction | $698.0M | 70% |
| Advertising And Other | $294.0M | 30% |
EW
暂无分部数据
