vs
康耐视（CGNX）与ELECTRO SENSORS INC（ELSE）财务数据对比。点击上方公司名可切换其他公司
康耐视的季度营收约是ELECTRO SENSORS INC的91.6倍（$252.3M vs $2.8M）。康耐视净利率更高（12.9% vs 3.7%，领先9.2%）。ELECTRO SENSORS INC同比增速更快（14.8% vs 9.9%）。过去两年ELECTRO SENSORS INC的营收复合增速更高（10.8% vs 9.4%）
康耐视（Cognex Corporation）是总部位于美国马萨诸塞州内蒂克的机器视觉系统、软件及传感器制造商，业务覆盖全球20余个国家和地区，为各工业领域客户提供高性能的视觉相关产品及解决方案。
Polar Electro Oy是一家芬兰制造商，专注研发生产运动训练电脑设备，在全球行业内颇具知名度，其最突出的成就是开发出了世界上首款无线心率监测仪，如今在运动健康监测领域拥有深厚的技术积累。
CGNX vs ELSE — 直观对比
营收规模更大
CGNX
是对方的91.6倍
$2.8M
营收增速更快
ELSE
高出4.9%
9.9%
净利率更高
CGNX
高出9.2%
3.7%
两年增速更快
ELSE
近两年复合增速
9.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $252.3M | $2.8M |
| 净利润 | $32.7M | $103.0K |
| 毛利率 | 65.7% | 50.3% |
| 营业利润率 | 14.0% | -0.3% |
| 净利率 | 12.9% | 3.7% |
| 营收同比 | 9.9% | 14.8% |
| 净利润同比 | 15.2% | -48.8% |
| 每股收益（稀释后） | $0.20 | $0.03 |
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CGNXELSE
| Q4 25 | $252.3M | $2.8M | ||
| Q3 25 | $276.9M | $2.7M | ||
| Q2 25 | $249.1M | $2.4M | ||
| Q1 25 | $216.0M | $2.2M | ||
| Q4 24 | $229.7M | $2.4M | ||
| Q3 24 | $234.7M | $2.5M | ||
| Q2 24 | $239.3M | $2.2M | ||
| Q1 24 | $210.8M | $2.2M |
净利润CGNXELSE
| Q4 25 | $32.7M | $103.0K | ||
| Q3 25 | $17.7M | $208.0K | ||
| Q2 25 | $40.5M | $59.0K | ||
| Q1 25 | $23.6M | $-64.0K | ||
| Q4 24 | $28.3M | $201.0K | ||
| Q3 24 | $29.6M | $238.0K | ||
| Q2 24 | $36.2M | $-4.0K | ||
| Q1 24 | $12.0M | $11.0K |
毛利率CGNXELSE
| Q4 25 | 65.7% | 50.3% | ||
| Q3 25 | 67.6% | 53.1% | ||
| Q2 25 | 67.4% | 51.2% | ||
| Q1 25 | 66.8% | 48.4% | ||
| Q4 24 | 68.7% | 49.6% | ||
| Q3 24 | 67.9% | 50.4% | ||
| Q2 24 | 69.6% | 47.2% | ||
| Q1 24 | 67.3% | 48.1% |
营业利润率CGNXELSE
| Q4 25 | 14.0% | -0.3% | ||
| Q3 25 | 20.9% | 6.6% | ||
| Q2 25 | 17.4% | -0.1% | ||
| Q1 25 | 12.1% | -7.5% | ||
| Q4 24 | 13.4% | 1.3% | ||
| Q3 24 | 13.4% | 6.9% | ||
| Q2 24 | 16.1% | -4.8% | ||
| Q1 24 | 6.7% | -4.5% |
净利率CGNXELSE
| Q4 25 | 12.9% | 3.7% | ||
| Q3 25 | 6.4% | 7.6% | ||
| Q2 25 | 16.3% | 2.5% | ||
| Q1 25 | 10.9% | -2.9% | ||
| Q4 24 | 12.3% | 8.4% | ||
| Q3 24 | 12.6% | 9.5% | ||
| Q2 24 | 15.1% | -0.2% | ||
| Q1 24 | 5.7% | 0.5% |
每股收益（稀释后）CGNXELSE
| Q4 25 | $0.20 | $0.03 | ||
| Q3 25 | $0.10 | $0.06 | ||
| Q2 25 | $0.24 | $0.02 | ||
| Q1 25 | $0.14 | $-0.02 | ||
| Q4 24 | $0.17 | $0.06 | ||
| Q3 24 | $0.17 | $0.07 | ||
| Q2 24 | $0.21 | $0.00 | ||
| Q1 24 | $0.07 | $0.00 |
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 | $262.9M | $10.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $14.8M |
| 总资产 | $2.0B | $15.7M |
| 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CGNXELSE
| Q4 25 | $262.9M | $10.6M | ||
| Q3 25 | $245.9M | $10.6M | ||
| Q2 25 | $179.3M | $10.2M | ||
| Q1 25 | $143.7M | $10.0M | ||
| Q4 24 | $186.1M | $10.0M | ||
| Q3 24 | $197.1M | $10.3M | ||
| Q2 24 | $176.6M | $9.9M | ||
| Q1 24 | $138.9M | $10.1M |
股东权益CGNXELSE
| Q4 25 | $1.5B | $14.8M | ||
| Q3 25 | $1.5B | $14.7M | ||
| Q2 25 | $1.5B | $14.4M | ||
| Q1 25 | $1.4B | $14.3M | ||
| Q4 24 | $1.5B | $14.3M | ||
| Q3 24 | $1.6B | $14.1M | ||
| Q2 24 | $1.5B | $13.8M | ||
| Q1 24 | $1.5B | $13.8M |
总资产CGNXELSE
| Q4 25 | $2.0B | $15.7M | ||
| Q3 25 | $2.0B | $15.7M | ||
| Q2 25 | $2.0B | $15.2M | ||
| Q1 25 | $1.9B | $15.1M | ||
| Q4 24 | $2.0B | $14.9M | ||
| Q3 24 | $2.1B | $15.0M | ||
| Q2 24 | $2.0B | $14.5M | ||
| Q1 24 | $2.0B | $14.5M |
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 | $74.9M | $20.0K |
| 自由现金流经营现金流 - 资本支出 | $72.3M | — |
| 自由现金流率自由现金流/营收 | 28.7% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | 2.29× | 0.19× |
| 过去12个月自由现金流最近4个季度 | $236.8M | — |
8季度趋势，按日历期对齐
经营现金流CGNXELSE
| Q4 25 | $74.9M | $20.0K | ||
| Q3 25 | $87.5M | $395.0K | ||
| Q2 25 | $42.6M | $277.0K | ||
| Q1 25 | $40.5M | $-30.0K | ||
| Q4 24 | $51.4M | $-277.0K | ||
| Q3 24 | $56.3M | $362.0K | ||
| Q2 24 | $27.8M | $-158.0K | ||
| Q1 24 | $13.6M | $202.0K |
自由现金流CGNXELSE
| Q4 25 | $72.3M | — | ||
| Q3 25 | $86.0M | $389.0K | ||
| Q2 25 | $40.4M | — | ||
| Q1 25 | $38.0M | — | ||
| Q4 24 | $49.3M | $-298.0K | ||
| Q3 24 | $51.9M | $358.0K | ||
| Q2 24 | $23.3M | $-184.0K | ||
| Q1 24 | $9.6M | — |
自由现金流率CGNXELSE
| Q4 25 | 28.7% | — | ||
| Q3 25 | 31.1% | 14.2% | ||
| Q2 25 | 16.2% | — | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 21.5% | -12.4% | ||
| Q3 24 | 22.1% | 14.3% | ||
| Q2 24 | 9.7% | -8.3% | ||
| Q1 24 | 4.5% | — |
资本支出强度CGNXELSE
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.5% | 0.2% | ||
| Q2 25 | 0.9% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 0.9% | 0.9% | ||
| Q3 24 | 1.9% | 0.2% | ||
| Q2 24 | 1.9% | 1.2% | ||
| Q1 24 | 1.9% | 0.0% |
现金转化率CGNXELSE
| Q4 25 | 2.29× | 0.19× | ||
| Q3 25 | 4.95× | 1.90× | ||
| Q2 25 | 1.05× | 4.69× | ||
| Q1 25 | 1.72× | — | ||
| Q4 24 | 1.81× | -1.38× | ||
| Q3 24 | 1.90× | 1.52× | ||
| Q2 24 | 0.77× | — | ||
| Q1 24 | 1.13× | 18.36× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
