vs
康耐视（CGNX）与MESA LABORATORIES INC（MLAB）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MESA LABORATORIES INC的3.9倍（$252.3M vs $65.1M）。康耐视净利率更高（12.9% vs 5.6%，领先7.4%）。康耐视同比增速更快（9.9% vs 3.6%）。康耐视自由现金流更多（$72.3M vs $18.0M）。过去两年康耐视的营收复合增速更高（9.4% vs 5.1%）
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。
梅萨实验室有限公司开发、生产和销售专业质控、校准及监测仪器与配套服务，核心业务覆盖医疗健康、制药、食品饮料、工业卫生及环境检测领域，为全球客户满足合规及运营安全需求提供支持。
CGNX vs MLAB — 直观对比
营收规模更大
CGNX
是对方的3.9倍
$65.1M
营收增速更快
CGNX
高出6.2%
3.6%
净利率更高
CGNX
高出7.4%
5.6%
自由现金流更多
CGNX
多$54.3M
$18.0M
两年增速更快
CGNX
近两年复合增速
5.1%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $252.3M | $65.1M |
| 净利润 | $32.7M | $3.6M |
| 毛利率 | 65.7% | 64.2% |
| 营业利润率 | 14.0% | 12.2% |
| 净利率 | 12.9% | 5.6% |
| 营收同比 | 9.9% | 3.6% |
| 净利润同比 | 15.2% | 316.6% |
| 每股收益（稀释后） | $0.20 | $0.65 |
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CGNXMLAB
| Q4 25 | $252.3M | $65.1M | ||
| Q3 25 | $276.9M | $60.7M | ||
| Q2 25 | $249.1M | $59.5M | ||
| Q1 25 | $216.0M | $62.1M | ||
| Q4 24 | $229.7M | $62.8M | ||
| Q3 24 | $234.7M | $57.8M | ||
| Q2 24 | $239.3M | $58.2M | ||
| Q1 24 | $210.8M | $58.9M |
净利润CGNXMLAB
| Q4 25 | $32.7M | $3.6M | ||
| Q3 25 | $17.7M | $2.5M | ||
| Q2 25 | $40.5M | $4.7M | ||
| Q1 25 | $23.6M | $-7.1M | ||
| Q4 24 | $28.3M | $-1.7M | ||
| Q3 24 | $29.6M | $3.4M | ||
| Q2 24 | $36.2M | $3.4M | ||
| Q1 24 | $12.0M | $-254.6M |
毛利率CGNXMLAB
| Q4 25 | 65.7% | 64.2% | ||
| Q3 25 | 67.6% | 61.5% | ||
| Q2 25 | 67.4% | 62.0% | ||
| Q1 25 | 66.8% | 61.8% | ||
| Q4 24 | 68.7% | 63.3% | ||
| Q3 24 | 67.9% | 61.3% | ||
| Q2 24 | 69.6% | 64.0% | ||
| Q1 24 | 67.3% | 62.1% |
营业利润率CGNXMLAB
| Q4 25 | 14.0% | 12.2% | ||
| Q3 25 | 20.9% | 7.8% | ||
| Q2 25 | 17.4% | 5.1% | ||
| Q1 25 | 12.1% | 2.4% | ||
| Q4 24 | 13.4% | 9.2% | ||
| Q3 24 | 13.4% | 6.1% | ||
| Q2 24 | 16.1% | 9.6% | ||
| Q1 24 | 6.7% | -460.6% |
净利率CGNXMLAB
| Q4 25 | 12.9% | 5.6% | ||
| Q3 25 | 6.4% | 4.1% | ||
| Q2 25 | 16.3% | 8.0% | ||
| Q1 25 | 10.9% | -11.4% | ||
| Q4 24 | 12.3% | -2.7% | ||
| Q3 24 | 12.6% | 5.9% | ||
| Q2 24 | 15.1% | 5.8% | ||
| Q1 24 | 5.7% | -432.2% |
每股收益（稀释后）CGNXMLAB
| Q4 25 | $0.20 | $0.65 | ||
| Q3 25 | $0.10 | $0.45 | ||
| Q2 25 | $0.24 | $0.85 | ||
| Q1 25 | $0.14 | $-1.30 | ||
| Q4 24 | $0.17 | $-0.31 | ||
| Q3 24 | $0.17 | $0.63 | ||
| Q2 24 | $0.21 | $0.62 | ||
| Q1 24 | $0.07 | $-47.26 |
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 | $29.0M |
| 总债务越低越好 | — | $68.4M |
| 股东权益账面价值 | $1.5B | $186.7M |
| 总资产 | $2.0B | $434.8M |
| 负债/权益比越低杠杆越低 | — | 0.37× |
8季度趋势，按日历期对齐
现金及短期投资CGNXMLAB
| Q4 25 | $262.9M | $29.0M | ||
| Q3 25 | $245.9M | $20.4M | ||
| Q2 25 | $179.3M | $21.3M | ||
| Q1 25 | $143.7M | $27.3M | ||
| Q4 24 | $186.1M | $27.3M | ||
| Q3 24 | $197.1M | $24.3M | ||
| Q2 24 | $176.6M | $28.5M | ||
| Q1 24 | $138.9M | $28.2M |
总债务CGNXMLAB
| Q4 25 | — | $68.4M | ||
| Q3 25 | — | $69.4M | ||
| Q2 25 | — | $70.3M | ||
| Q1 25 | — | $71.3M | ||
| Q4 24 | — | $72.2M | ||
| Q3 24 | — | $73.1M | ||
| Q2 24 | — | $74.1M | ||
| Q1 24 | — | — |
股东权益CGNXMLAB
| Q4 25 | $1.5B | $186.7M | ||
| Q3 25 | $1.5B | $178.5M | ||
| Q2 25 | $1.5B | $172.5M | ||
| Q1 25 | $1.4B | $159.8M | ||
| Q4 24 | $1.5B | $155.2M | ||
| Q3 24 | $1.6B | $161.5M | ||
| Q2 24 | $1.5B | $150.7M | ||
| Q1 24 | $1.5B | $145.4M |
总资产CGNXMLAB
| Q4 25 | $2.0B | $434.8M | ||
| Q3 25 | $2.0B | $430.4M | ||
| Q2 25 | $2.0B | $435.7M | ||
| Q1 25 | $1.9B | $433.3M | ||
| Q4 24 | $2.0B | $433.3M | ||
| Q3 24 | $2.1B | $454.1M | ||
| Q2 24 | $2.0B | $440.4M | ||
| Q1 24 | $2.0B | $446.8M |
负债/权益比CGNXMLAB
| Q4 25 | — | 0.37× | ||
| Q3 25 | — | 0.39× | ||
| Q2 25 | — | 0.41× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | 0.45× | ||
| Q2 24 | — | 0.49× | ||
| Q1 24 | — | — |
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 | $18.8M |
| 自由现金流经营现金流 - 资本支出 | $72.3M | $18.0M |
| 自由现金流率自由现金流/营收 | 28.7% | 27.7% |
| 资本支出强度资本支出/营收 | 1.0% | 1.1% |
| 现金转化率经营现金流/净利润 | 2.29× | 5.17× |
| 过去12个月自由现金流最近4个季度 | $236.8M | $37.9M |
8季度趋势，按日历期对齐
经营现金流CGNXMLAB
| Q4 25 | $74.9M | $18.8M | ||
| Q3 25 | $87.5M | $8.2M | ||
| Q2 25 | $42.6M | $1.9M | ||
| Q1 25 | $40.5M | $12.7M | ||
| Q4 24 | $51.4M | $18.1M | ||
| Q3 24 | $56.3M | $5.3M | ||
| Q2 24 | $27.8M | $10.7M | ||
| Q1 24 | $13.6M | $12.9M |
自由现金流CGNXMLAB
| Q4 25 | $72.3M | $18.0M | ||
| Q3 25 | $86.0M | $7.1M | ||
| Q2 25 | $40.4M | $884.0K | ||
| Q1 25 | $38.0M | $11.9M | ||
| Q4 24 | $49.3M | $17.3M | ||
| Q3 24 | $51.9M | $3.5M | ||
| Q2 24 | $23.3M | $9.9M | ||
| Q1 24 | $9.6M | $12.3M |
自由现金流率CGNXMLAB
| Q4 25 | 28.7% | 27.7% | ||
| Q3 25 | 31.1% | 11.7% | ||
| Q2 25 | 16.2% | 1.5% | ||
| Q1 25 | 17.6% | 19.2% | ||
| Q4 24 | 21.5% | 27.6% | ||
| Q3 24 | 22.1% | 6.0% | ||
| Q2 24 | 9.7% | 16.9% | ||
| Q1 24 | 4.5% | 21.0% |
资本支出强度CGNXMLAB
| Q4 25 | 1.0% | 1.1% | ||
| Q3 25 | 0.5% | 1.8% | ||
| Q2 25 | 0.9% | 1.7% | ||
| Q1 25 | 1.2% | 1.2% | ||
| Q4 24 | 0.9% | 1.3% | ||
| Q3 24 | 1.9% | 3.1% | ||
| Q2 24 | 1.9% | 1.5% | ||
| Q1 24 | 1.9% | 0.9% |
现金转化率CGNXMLAB
| Q4 25 | 2.29× | 5.17× | ||
| Q3 25 | 4.95× | 3.32× | ||
| Q2 25 | 1.05× | 0.40× | ||
| Q1 25 | 1.72× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.90× | 1.54× | ||
| Q2 24 | 0.77× | 3.17× | ||
| Q1 24 | 1.13× | — |
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
CGNX
暂无分部数据
MLAB
| Sterilization And Disinfection Control | $24.9M | 38% |
| Biopharmaceutical Development | $14.4M | 22% |
| Other | $14.1M | 22% |
| Clinical Genomics | $11.8M | 18% |
