vs
康耐视（CGNX）与ROYAL GOLD INC（RGLD）财务数据对比。点击上方公司名可切换其他公司
ROYAL GOLD INC的季度营收约是康耐视的1.5倍（$375.3M vs $252.3M），ROYAL GOLD INC净利率更高（24.9% vs 12.9%，领先12.0%），ROYAL GOLD INC同比增速更快（85.3% vs 9.9%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% 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。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
CGNX vs RGLD — 直观对比
营收规模更大
RGLD
是对方的1.5倍
$252.3M
营收增速更快
RGLD
高出75.4%
9.9%
净利率更高
RGLD
高出12.0%
12.9%
两年增速更快
RGLD
近两年复合增速
9.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $252.3M | $375.3M |
| 净利润 | $32.7M | $93.6M |
| 毛利率 | 65.7% | 64.6% |
| 营业利润率 | 14.0% | 56.2% |
| 净利率 | 12.9% | 24.9% |
| 营收同比 | 9.9% | 85.3% |
| 净利润同比 | 15.2% | -12.8% |
| 每股收益（稀释后） | $0.20 | $1.04 |
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CGNXRGLD
| Q4 25 | $252.3M | $375.3M | ||
| Q3 25 | $276.9M | $252.1M | ||
| Q2 25 | $249.1M | $209.6M | ||
| Q1 25 | $216.0M | $193.4M | ||
| Q4 24 | $229.7M | $202.6M | ||
| Q3 24 | $234.7M | $193.8M | ||
| Q2 24 | $239.3M | $174.1M | ||
| Q1 24 | $210.8M | $148.9M |
净利润CGNXRGLD
| Q4 25 | $32.7M | $93.6M | ||
| Q3 25 | $17.7M | $126.8M | ||
| Q2 25 | $40.5M | $132.3M | ||
| Q1 25 | $23.6M | $113.5M | ||
| Q4 24 | $28.3M | $107.4M | ||
| Q3 24 | $29.6M | $96.2M | ||
| Q2 24 | $36.2M | $81.2M | ||
| Q1 24 | $12.0M | $47.2M |
毛利率CGNXRGLD
| Q4 25 | 65.7% | 64.6% | ||
| Q3 25 | 67.6% | 73.6% | ||
| Q2 25 | 67.4% | 72.6% | ||
| Q1 25 | 66.8% | 69.4% | ||
| Q4 24 | 68.7% | 70.3% | ||
| Q3 24 | 67.9% | 66.6% | ||
| Q2 24 | 69.6% | 64.7% | ||
| Q1 24 | 67.3% | 58.4% |
营业利润率CGNXRGLD
| Q4 25 | 14.0% | 56.2% | ||
| Q3 25 | 20.9% | 64.4% | ||
| Q2 25 | 17.4% | 67.7% | ||
| Q1 25 | 12.1% | 63.6% | ||
| Q4 24 | 13.4% | 65.9% | ||
| Q3 24 | 13.4% | 61.3% | ||
| Q2 24 | 16.1% | 58.6% | ||
| Q1 24 | 6.7% | 50.7% |
净利率CGNXRGLD
| Q4 25 | 12.9% | 24.9% | ||
| Q3 25 | 6.4% | 50.3% | ||
| Q2 25 | 16.3% | 63.1% | ||
| Q1 25 | 10.9% | 58.7% | ||
| Q4 24 | 12.3% | 53.0% | ||
| Q3 24 | 12.6% | 49.7% | ||
| Q2 24 | 15.1% | 46.6% | ||
| Q1 24 | 5.7% | 31.7% |
每股收益（稀释后）CGNXRGLD
| Q4 25 | $0.20 | $1.04 | ||
| Q3 25 | $0.10 | $1.92 | ||
| Q2 25 | $0.24 | $2.01 | ||
| Q1 25 | $0.14 | $1.72 | ||
| Q4 24 | $0.17 | $1.63 | ||
| Q3 24 | $0.17 | $1.46 | ||
| Q2 24 | $0.21 | $1.23 | ||
| Q1 24 | $0.07 | $0.72 |
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 | $233.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $7.2B |
| 总资产 | $2.0B | $9.5B |
| 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CGNXRGLD
| Q4 25 | $262.9M | $233.7M | ||
| Q3 25 | $245.9M | $172.8M | ||
| Q2 25 | $179.3M | $248.2M | ||
| Q1 25 | $143.7M | $240.8M | ||
| Q4 24 | $186.1M | $195.5M | ||
| Q3 24 | $197.1M | $127.9M | ||
| Q2 24 | $176.6M | $74.2M | ||
| Q1 24 | $138.9M | $137.9M |
总债务CGNXRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M | ||
| Q1 24 | — | — |
股东权益CGNXRGLD
| Q4 25 | $1.5B | $7.2B | ||
| Q3 25 | $1.5B | $3.4B | ||
| Q2 25 | $1.5B | $3.3B | ||
| Q1 25 | $1.4B | $3.2B | ||
| Q4 24 | $1.5B | $3.1B | ||
| Q3 24 | $1.6B | $3.0B | ||
| Q2 24 | $1.5B | $3.0B | ||
| Q1 24 | $1.5B | $2.9B |
总资产CGNXRGLD
| Q4 25 | $2.0B | $9.5B | ||
| Q3 25 | $2.0B | $4.5B | ||
| Q2 25 | $2.0B | $3.6B | ||
| Q1 25 | $1.9B | $3.5B | ||
| Q4 24 | $2.0B | $3.4B | ||
| Q3 24 | $2.1B | $3.3B | ||
| Q2 24 | $2.0B | $3.3B | ||
| Q1 24 | $2.0B | $3.3B |
负债/权益比CGNXRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× | ||
| 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 | $241.7M |
| 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× | 2.58× |
| 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CGNXRGLD
| Q4 25 | $74.9M | $241.7M | ||
| Q3 25 | $87.5M | $174.0M | ||
| Q2 25 | $42.6M | $152.8M | ||
| Q1 25 | $40.5M | $136.4M | ||
| Q4 24 | $51.4M | $141.1M | ||
| Q3 24 | $56.3M | $136.7M | ||
| Q2 24 | $27.8M | $113.5M | ||
| Q1 24 | $13.6M | $138.3M |
自由现金流CGNXRGLD
| Q4 25 | $72.3M | — | ||
| Q3 25 | $86.0M | — | ||
| Q2 25 | $40.4M | — | ||
| Q1 25 | $38.0M | — | ||
| Q4 24 | $49.3M | — | ||
| Q3 24 | $51.9M | — | ||
| Q2 24 | $23.3M | — | ||
| Q1 24 | $9.6M | — |
自由现金流率CGNXRGLD
| Q4 25 | 28.7% | — | ||
| Q3 25 | 31.1% | — | ||
| Q2 25 | 16.2% | — | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 21.5% | — | ||
| Q3 24 | 22.1% | — | ||
| Q2 24 | 9.7% | — | ||
| Q1 24 | 4.5% | — |
资本支出强度CGNXRGLD
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.9% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 1.9% | — | ||
| Q1 24 | 1.9% | — |
现金转化率CGNXRGLD
| Q4 25 | 2.29× | 2.58× | ||
| Q3 25 | 4.95× | 1.37× | ||
| Q2 25 | 1.05× | 1.15× | ||
| Q1 25 | 1.72× | 1.20× | ||
| Q4 24 | 1.81× | 1.31× | ||
| Q3 24 | 1.90× | 1.42× | ||
| Q2 24 | 0.77× | 1.40× | ||
| Q1 24 | 1.13× | 2.93× |
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
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
