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康耐视（CGNX）与Senseonics Holdings, Inc.（SENS）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Senseonics Holdings, Inc.的17.7倍（$252.3M vs $14.3M）。康耐视净利率更高（12.9% vs -146.1%，领先159.0%）。Senseonics Holdings, Inc.同比增速更快（71.8% vs 9.9%）。康耐视自由现金流更多（$72.3M vs $-18.4M）。过去两年Senseonics Holdings, Inc.的营收复合增速更高（68.1% 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。
Senseonics Holdings是一家深耕糖尿病护理领域的医疗科技企业，核心业务为研发和商业化可长期植入的连续血糖监测系统，旗下旗舰Eversense系列产品支持更长佩戴时长，已在北美、欧洲等地区上市，服务糖尿病患者及相关医疗从业者。
CGNX vs SENS — 直观对比
营收规模更大
CGNX
是对方的17.7倍
$14.3M
营收增速更快
SENS
高出62.0%
9.9%
净利率更高
CGNX
高出159.0%
-146.1%
自由现金流更多
CGNX
多$90.7M
$-18.4M
两年增速更快
SENS
近两年复合增速
9.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $252.3M | $14.3M |
| 净利润 | $32.7M | $-20.8M |
| 毛利率 | 65.7% | 53.8% |
| 营业利润率 | 14.0% | -146.8% |
| 净利率 | 12.9% | -146.1% |
| 营收同比 | 9.9% | 71.8% |
| 净利润同比 | 15.2% | -34.6% |
| 每股收益（稀释后） | $0.20 | $-1.19 |
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CGNXSENS
| Q4 25 | $252.3M | $14.3M | ||
| Q3 25 | $276.9M | $8.1M | ||
| Q2 25 | $249.1M | $6.6M | ||
| Q1 25 | $216.0M | $6.3M | ||
| Q4 24 | $229.7M | $8.3M | ||
| Q3 24 | $234.7M | $4.3M | ||
| Q2 24 | $239.3M | $4.9M | ||
| Q1 24 | $210.8M | $5.0M |
净利润CGNXSENS
| Q4 25 | $32.7M | $-20.8M | ||
| Q3 25 | $17.7M | $-19.5M | ||
| Q2 25 | $40.5M | $-14.5M | ||
| Q1 25 | $23.6M | $-14.3M | ||
| Q4 24 | $28.3M | $-15.5M | ||
| Q3 24 | $29.6M | $-24.0M | ||
| Q2 24 | $36.2M | $-20.3M | ||
| Q1 24 | $12.0M | $-18.9M |
毛利率CGNXSENS
| Q4 25 | 65.7% | 53.8% | ||
| Q3 25 | 67.6% | 42.8% | ||
| Q2 25 | 67.4% | 46.9% | ||
| Q1 25 | 66.8% | 24.1% | ||
| Q4 24 | 68.7% | 47.6% | ||
| Q3 24 | 67.9% | -95.0% | ||
| Q2 24 | 69.6% | 6.1% | ||
| Q1 24 | 67.3% | 6.6% |
营业利润率CGNXSENS
| Q4 25 | 14.0% | -146.8% | ||
| Q3 25 | 20.9% | -242.1% | ||
| Q2 25 | 17.4% | -215.4% | ||
| Q1 25 | 12.1% | -215.6% | ||
| Q4 24 | 13.4% | -172.0% | ||
| Q3 24 | 13.4% | -535.9% | ||
| Q2 24 | 16.1% | -400.7% | ||
| Q1 24 | 6.7% | -361.2% |
净利率CGNXSENS
| Q4 25 | 12.9% | -146.1% | ||
| Q3 25 | 6.4% | -241.3% | ||
| Q2 25 | 16.3% | -218.1% | ||
| Q1 25 | 10.9% | -227.9% | ||
| Q4 24 | 12.3% | -186.5% | ||
| Q3 24 | 12.6% | -562.4% | ||
| Q2 24 | 15.1% | -417.0% | ||
| Q1 24 | 5.7% | -374.0% |
每股收益（稀释后）CGNXSENS
| Q4 25 | $0.20 | $-1.19 | ||
| Q3 25 | $0.10 | $-0.43 | ||
| Q2 25 | $0.24 | $-0.02 | ||
| Q1 25 | $0.14 | $-0.02 | ||
| Q4 24 | $0.17 | $-1.67 | ||
| Q3 24 | $0.17 | $-0.77 | ||
| Q2 24 | $0.21 | $-0.03 | ||
| Q1 24 | $0.07 | $-0.03 |
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 | $94.0M |
| 总债务越低越好 | — | $35.6M |
| 股东权益账面价值 | $1.5B | $61.0M |
| 总资产 | $2.0B | $126.3M |
| 负债/权益比越低杠杆越低 | — | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资CGNXSENS
| Q4 25 | $262.9M | $94.0M | ||
| Q3 25 | $245.9M | $111.0M | ||
| Q2 25 | $179.3M | $126.4M | ||
| Q1 25 | $143.7M | $64.2M | ||
| Q4 24 | $186.1M | $74.6M | ||
| Q3 24 | $197.1M | $74.5M | ||
| Q2 24 | $176.6M | $84.6M | ||
| Q1 24 | $138.9M | $98.7M |
总债务CGNXSENS
| Q4 25 | — | $35.6M | ||
| Q3 25 | — | $35.3M | ||
| Q2 25 | — | $35.2M | ||
| Q1 25 | — | $35.0M | ||
| Q4 24 | — | $34.7M | ||
| Q3 24 | — | $34.4M | ||
| Q2 24 | — | $34.2M | ||
| Q1 24 | — | $34.0M |
股东权益CGNXSENS
| Q4 25 | $1.5B | $61.0M | ||
| Q3 25 | $1.5B | $78.2M | ||
| Q2 25 | $1.5B | $94.7M | ||
| Q1 25 | $1.4B | $35.2M | ||
| Q4 24 | $1.5B | $-16.6M | ||
| Q3 24 | $1.6B | $-17.2M | ||
| Q2 24 | $1.5B | $578.0K | ||
| Q1 24 | $1.5B | $19.0M |
总资产CGNXSENS
| Q4 25 | $2.0B | $126.3M | ||
| Q3 25 | $2.0B | $139.9M | ||
| Q2 25 | $2.0B | $150.3M | ||
| Q1 25 | $1.9B | $87.2M | ||
| Q4 24 | $2.0B | $100.4M | ||
| Q3 24 | $2.1B | $96.3M | ||
| Q2 24 | $2.0B | $111.6M | ||
| Q1 24 | $2.0B | $126.5M |
负债/权益比CGNXSENS
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 59.17× | ||
| Q1 24 | — | 1.79× |
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 | $-18.0M |
| 自由现金流经营现金流 - 资本支出 | $72.3M | $-18.4M |
| 自由现金流率自由现金流/营收 | 28.7% | -128.8% |
| 资本支出强度资本支出/营收 | 1.0% | 2.8% |
| 现金转化率经营现金流/净利润 | 2.29× | — |
| 过去12个月自由现金流最近4个季度 | $236.8M | $-60.2M |
8季度趋势，按日历期对齐
经营现金流CGNXSENS
| Q4 25 | $74.9M | $-18.0M | ||
| Q3 25 | $87.5M | $-15.8M | ||
| Q2 25 | $42.6M | $-9.3M | ||
| Q1 25 | $40.5M | $-16.1M | ||
| Q4 24 | $51.4M | $-14.2M | ||
| Q3 24 | $56.3M | $-14.8M | ||
| Q2 24 | $27.8M | $-11.1M | ||
| Q1 24 | $13.6M | $-20.3M |
自由现金流CGNXSENS
| Q4 25 | $72.3M | $-18.4M | ||
| Q3 25 | $86.0M | $-16.0M | ||
| Q2 25 | $40.4M | $-9.4M | ||
| Q1 25 | $38.0M | $-16.5M | ||
| Q4 24 | $49.3M | $-14.3M | ||
| Q3 24 | $51.9M | $-15.0M | ||
| Q2 24 | $23.3M | $-13.2M | ||
| Q1 24 | $9.6M | $-20.6M |
自由现金流率CGNXSENS
| Q4 25 | 28.7% | -128.8% | ||
| Q3 25 | 31.1% | -197.4% | ||
| Q2 25 | 16.2% | -141.2% | ||
| Q1 25 | 17.6% | -263.9% | ||
| Q4 24 | 21.5% | -172.1% | ||
| Q3 24 | 22.1% | -352.3% | ||
| Q2 24 | 9.7% | -272.0% | ||
| Q1 24 | 4.5% | -407.7% |
资本支出强度CGNXSENS
| Q4 25 | 1.0% | 2.8% | ||
| Q3 25 | 0.5% | 2.0% | ||
| Q2 25 | 0.9% | 1.9% | ||
| Q1 25 | 1.2% | 6.9% | ||
| Q4 24 | 0.9% | 0.4% | ||
| Q3 24 | 1.9% | 4.8% | ||
| Q2 24 | 1.9% | 43.0% | ||
| Q1 24 | 1.9% | 6.3% |
现金转化率CGNXSENS
| Q4 25 | 2.29× | — | ||
| Q3 25 | 4.95× | — | ||
| Q2 25 | 1.05× | — | ||
| Q1 25 | 1.72× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.90× | — | ||
| Q2 24 | 0.77× | — | ||
| 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
SENS
| Nonrelated Party | $7.8M | 55% |
| Related Party | $6.4M | 45% |
