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COPT DEFENSE PROPERTIES（CDP）与GLAUKOS Corp（GKOS）财务数据对比。点击上方公司名可切换其他公司
COPT DEFENSE PROPERTIES的季度营收约是GLAUKOS Corp的1.3倍（$197.4M vs $150.6M），COPT DEFENSE PROPERTIES净利率更高（20.0% vs 6.2%，领先13.7%），GLAUKOS Corp同比增速更快（41.2% vs 7.6%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% vs 1.1%）
COPT Defense Properties是一家专业房地产投资信托基金，重点投资写字楼物业，资产主要布局于华盛顿大都会区的近郊区域，核心租户为美国政府及国防军工行业企业。截至2024年12月31日，公司旗下共持有164栋写字楼，总面积达1650万平方英尺，同时运营31个单租户数据中心，总面积590万平方英尺。
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
CDP vs GKOS — 直观对比
营收规模更大
CDP
是对方的1.3倍
$150.6M
营收增速更快
GKOS
高出33.6%
7.6%
净利率更高
CDP
高出13.7%
6.2%
两年增速更快
GKOS
近两年复合增速
1.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $197.4M | $150.6M |
| 净利润 | $39.4M | $9.4M |
| 毛利率 | — | 77.9% |
| 营业利润率 | 19.9% | 9.0% |
| 净利率 | 20.0% | 6.2% |
| 营收同比 | 7.6% | 41.2% |
| 净利润同比 | 8.0% | — |
| 每股收益（稀释后） | $0.32 | — |
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CDPGKOS
| Q1 26 | — | $150.6M | ||
| Q4 25 | $197.4M | $143.1M | ||
| Q3 25 | $188.8M | $133.5M | ||
| Q2 25 | $189.9M | $124.1M | ||
| Q1 25 | $187.9M | $106.7M | ||
| Q4 24 | $183.4M | $105.5M | ||
| Q3 24 | $189.2M | $96.7M | ||
| Q2 24 | $187.3M | $95.7M |
净利润CDPGKOS
| Q1 26 | — | $9.4M | ||
| Q4 25 | $39.4M | $-133.7M | ||
| Q3 25 | $43.7M | $-16.2M | ||
| Q2 25 | $40.2M | $-19.7M | ||
| Q1 25 | $36.2M | $-18.1M | ||
| Q4 24 | $36.5M | $-33.6M | ||
| Q3 24 | $37.4M | $-21.4M | ||
| Q2 24 | $36.4M | $-50.5M |
毛利率CDPGKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | — | -1.1% | ||
| Q3 25 | — | 78.4% | ||
| Q2 25 | — | 78.3% | ||
| Q1 25 | — | 77.2% | ||
| Q4 24 | — | 72.9% | ||
| Q3 24 | — | 76.6% | ||
| Q2 24 | — | 76.4% |
营业利润率CDPGKOS
| Q1 26 | — | 9.0% | ||
| Q4 25 | 19.9% | -97.7% | ||
| Q3 25 | 22.5% | -12.3% | ||
| Q2 25 | 21.0% | -18.3% | ||
| Q1 25 | 19.1% | -19.4% | ||
| Q4 24 | 19.7% | -27.2% | ||
| Q3 24 | 19.8% | -25.5% | ||
| Q2 24 | 19.4% | -31.3% |
净利率CDPGKOS
| Q1 26 | — | 6.2% | ||
| Q4 25 | 20.0% | -93.4% | ||
| Q3 25 | 23.2% | -12.2% | ||
| Q2 25 | 21.1% | -15.8% | ||
| Q1 25 | 19.3% | -17.0% | ||
| Q4 24 | 19.9% | -31.8% | ||
| Q3 24 | 19.8% | -22.1% | ||
| Q2 24 | 19.4% | -52.8% |
每股收益（稀释后）CDPGKOS
| Q1 26 | — | — | ||
| Q4 25 | $0.32 | $-2.34 | ||
| Q3 25 | $0.37 | $-0.28 | ||
| Q2 25 | $0.34 | $-0.34 | ||
| Q1 25 | $0.31 | $-0.32 | ||
| Q4 24 | $0.31 | $-0.56 | ||
| Q3 24 | $0.32 | $-0.39 | ||
| Q2 24 | $0.31 | $-1.00 |
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 | $275.0M | $276.7M |
| 总债务越低越好 | $2.8B | — |
| 股东权益账面价值 | $1.5B | $670.9M |
| 总资产 | $4.7B | $893.3M |
| 负债/权益比越低杠杆越低 | 1.83× | — |
8季度趋势，按日历期对齐
现金及短期投资CDPGKOS
| Q1 26 | — | $276.7M | ||
| Q4 25 | $275.0M | $90.8M | ||
| Q3 25 | $23.7M | $98.2M | ||
| Q2 25 | $21.3M | $100.8M | ||
| Q1 25 | $24.3M | $114.3M | ||
| Q4 24 | $38.3M | $169.6M | ||
| Q3 24 | $34.5M | $100.1M | ||
| Q2 24 | $100.4M | $68.1M |
总债务CDPGKOS
| Q1 26 | — | — | ||
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — |
股东权益CDPGKOS
| Q1 26 | — | $670.9M | ||
| Q4 25 | $1.5B | $656.2M | ||
| Q3 25 | $1.5B | $769.5M | ||
| Q2 25 | $1.5B | $765.1M | ||
| Q1 25 | $1.5B | $764.0M | ||
| Q4 24 | $1.5B | $766.9M | ||
| Q3 24 | $1.5B | $668.5M | ||
| Q2 24 | $1.5B | $665.2M |
总资产CDPGKOS
| Q1 26 | — | $893.3M | ||
| Q4 25 | $4.7B | $893.5M | ||
| Q3 25 | $4.4B | $999.4M | ||
| Q2 25 | $4.3B | $987.0M | ||
| Q1 25 | $4.3B | $966.2M | ||
| Q4 24 | $4.3B | $974.8M | ||
| Q3 24 | $4.2B | $926.5M | ||
| Q2 24 | $4.2B | $919.7M |
负债/权益比CDPGKOS
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | — | ||
| Q3 25 | 1.62× | — | ||
| Q2 25 | 1.63× | — | ||
| Q1 25 | 1.62× | — | ||
| Q4 24 | 1.60× | — | ||
| Q3 24 | 1.61× | — | ||
| Q2 24 | 1.61× | — |
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 | $309.9M | — |
| 自由现金流经营现金流 - 资本支出 | $288.9M | — |
| 自由现金流率自由现金流/营收 | 146.4% | — |
| 资本支出强度资本支出/营收 | 10.7% | — |
| 现金转化率经营现金流/净利润 | 7.87× | — |
| 过去12个月自由现金流最近4个季度 | $501.5M | — |
8季度趋势，按日历期对齐
经营现金流CDPGKOS
| Q1 26 | — | — | ||
| Q4 25 | $309.9M | $6.8M | ||
| Q3 25 | $68.6M | $-10.1M | ||
| Q2 25 | $87.9M | $7.0M | ||
| Q1 25 | $72.1M | $-18.5M | ||
| Q4 24 | $331.0M | $507.0K | ||
| Q3 24 | $65.1M | $-9.6M | ||
| Q2 24 | $93.8M | $-18.4M |
自由现金流CDPGKOS
| Q1 26 | — | — | ||
| Q4 25 | $288.9M | $3.9M | ||
| Q3 25 | $62.9M | $-11.7M | ||
| Q2 25 | $84.5M | $5.8M | ||
| Q1 25 | $65.1M | $-20.5M | ||
| Q4 24 | $299.6M | $-1.2M | ||
| Q3 24 | $61.0M | $-11.0M | ||
| Q2 24 | $88.4M | $-20.5M |
自由现金流率CDPGKOS
| Q1 26 | — | — | ||
| Q4 25 | 146.4% | 2.7% | ||
| Q3 25 | 33.3% | -8.8% | ||
| Q2 25 | 44.5% | 4.7% | ||
| Q1 25 | 34.7% | -19.2% | ||
| Q4 24 | 163.3% | -1.2% | ||
| Q3 24 | 32.3% | -11.4% | ||
| Q2 24 | 47.2% | -21.4% |
资本支出强度CDPGKOS
| Q1 26 | — | — | ||
| Q4 25 | 10.7% | 2.0% | ||
| Q3 25 | 3.0% | 1.2% | ||
| Q2 25 | 1.8% | 0.9% | ||
| Q1 25 | 3.7% | 1.8% | ||
| Q4 24 | 17.1% | 1.6% | ||
| Q3 24 | 2.1% | 1.5% | ||
| Q2 24 | 2.9% | 2.2% |
现金转化率CDPGKOS
| Q1 26 | — | — | ||
| Q4 25 | 7.87× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 2.19× | — | ||
| Q1 25 | 1.99× | — | ||
| Q4 24 | 9.08× | — | ||
| Q3 24 | 1.74× | — | ||
| Q2 24 | 2.58× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
