vs
康美（CNMD）与Rocket Lab Corp（RKLB）财务数据对比。点击上方公司名可切换其他公司
康美的季度营收约是Rocket Lab Corp的1.8倍（$317.0M vs $179.7M），康美净利率更高（4.4% vs -29.5%，领先33.8%），Rocket Lab Corp同比增速更快（35.7% vs -1.3%），过去两年Rocket Lab Corp的营收复合增速更高（39.2% vs -2.3%）
康美公司是一家上市的美国医疗设备制造商，主营骨科、腹腔镜、普通外科相关医疗器械以及各类患者护理产品，总部现位于佛罗里达州拉戈，2022年7月前设于纽约州尤蒂卡。该品牌秉持以人为本的文化，以助力医疗合作方及其服务的患者为核心使命，在美国和墨西哥都设有生产基地。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
CNMD vs RKLB — 直观对比
营收规模更大
CNMD
是对方的1.8倍
$179.7M
营收增速更快
RKLB
高出37.0%
-1.3%
净利率更高
CNMD
高出33.8%
-29.5%
两年增速更快
RKLB
近两年复合增速
-2.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.0M | $179.7M |
| 净利润 | $13.8M | $-52.9M |
| 毛利率 | 57.9% | 38.0% |
| 营业利润率 | 8.0% | -28.4% |
| 净利率 | 4.4% | -29.5% |
| 营收同比 | -1.3% | 35.7% |
| 净利润同比 | 129.1% | -1.1% |
| 每股收益（稀释后） | $0.45 | $-0.09 |
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CNMDRKLB
| Q1 26 | $317.0M | — | ||
| Q4 25 | $373.2M | $179.7M | ||
| Q3 25 | $337.9M | $155.1M | ||
| Q2 25 | $342.3M | $144.5M | ||
| Q1 25 | $321.3M | $122.6M | ||
| Q4 24 | $345.9M | $132.4M | ||
| Q3 24 | $316.7M | $104.8M | ||
| Q2 24 | $332.1M | $106.3M |
净利润CNMDRKLB
| Q1 26 | $13.8M | — | ||
| Q4 25 | — | $-52.9M | ||
| Q3 25 | $2.9M | $-18.3M | ||
| Q2 25 | $21.4M | $-66.4M | ||
| Q1 25 | $6.0M | $-60.6M | ||
| Q4 24 | — | $-52.3M | ||
| Q3 24 | $49.0M | $-51.9M | ||
| Q2 24 | $30.0M | $-41.6M |
毛利率CNMDRKLB
| Q1 26 | 57.9% | — | ||
| Q4 25 | 58.5% | 38.0% | ||
| Q3 25 | 49.2% | 37.0% | ||
| Q2 25 | 55.0% | 32.1% | ||
| Q1 25 | 55.3% | 28.8% | ||
| Q4 24 | 57.3% | 27.8% | ||
| Q3 24 | 56.5% | 26.7% | ||
| Q2 24 | 55.3% | 25.6% |
营业利润率CNMDRKLB
| Q1 26 | 8.0% | — | ||
| Q4 25 | 9.8% | -28.4% | ||
| Q3 25 | 3.5% | -38.0% | ||
| Q2 25 | 11.1% | -41.3% | ||
| Q1 25 | 5.0% | -48.3% | ||
| Q4 24 | 15.2% | -38.9% | ||
| Q3 24 | 20.7% | -49.5% | ||
| Q2 24 | 14.2% | -40.7% |
净利率CNMDRKLB
| Q1 26 | 4.4% | — | ||
| Q4 25 | — | -29.5% | ||
| Q3 25 | 0.8% | -11.8% | ||
| Q2 25 | 6.3% | -46.0% | ||
| Q1 25 | 1.9% | -49.5% | ||
| Q4 24 | — | -39.5% | ||
| Q3 24 | 15.5% | -49.6% | ||
| Q2 24 | 9.0% | -39.2% |
每股收益（稀释后）CNMDRKLB
| Q1 26 | $0.45 | — | ||
| Q4 25 | $0.54 | $-0.09 | ||
| Q3 25 | $0.09 | $-0.03 | ||
| Q2 25 | $0.69 | $-0.13 | ||
| Q1 25 | $0.19 | $-0.12 | ||
| Q4 24 | $1.09 | $-0.11 | ||
| Q3 24 | $1.57 | $-0.10 | ||
| Q2 24 | $0.96 | $-0.08 |
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 | — | $1.0B |
| 总债务越低越好 | — | $152.4M |
| 股东权益账面价值 | — | $1.7B |
| 总资产 | — | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资CNMDRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $976.7M | ||
| Q2 25 | — | $688.1M | ||
| Q1 25 | — | $428.4M | ||
| Q4 24 | — | $419.0M | ||
| Q3 24 | — | $442.4M | ||
| Q2 24 | — | $496.8M |
总债务CNMDRKLB
| Q1 26 | — | — | ||
| Q4 25 | $834.2M | $152.4M | ||
| Q3 25 | $853.0M | $347.0M | ||
| Q2 25 | $881.1M | $346.5M | ||
| Q1 25 | $891.4M | $345.9M | ||
| Q4 24 | $905.1M | $345.4M | ||
| Q3 24 | $940.1M | $61.2M | ||
| Q2 24 | $965.2M | $64.2M |
股东权益CNMDRKLB
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $1.7B | ||
| Q3 25 | $1.0B | $1.3B | ||
| Q2 25 | $1.0B | $688.5M | ||
| Q1 25 | $977.6M | $431.3M | ||
| Q4 24 | $962.7M | $382.5M | ||
| Q3 24 | $932.9M | $419.8M | ||
| Q2 24 | $881.8M | $455.2M |
总资产CNMDRKLB
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $2.3B | ||
| Q3 25 | $2.3B | $2.2B | ||
| Q2 25 | $2.3B | $1.6B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.3B | $1.2B | ||
| Q3 24 | $2.3B | $1.2B | ||
| Q2 24 | $2.3B | $1.2B |
负债/权益比CNMDRKLB
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 0.09× | ||
| Q3 25 | 0.85× | 0.27× | ||
| Q2 25 | 0.88× | 0.50× | ||
| Q1 25 | 0.91× | 0.80× | ||
| Q4 24 | 0.94× | 0.90× | ||
| Q3 24 | 1.01× | 0.15× | ||
| Q2 24 | 1.09× | 0.14× |
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 | — | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | — | $-114.2M |
| 自由现金流率自由现金流/营收 | — | -63.6% |
| 资本支出强度资本支出/营收 | — | 27.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-321.8M |
8季度趋势，按日历期对齐
经营现金流CNMDRKLB
| Q1 26 | — | — | ||
| Q4 25 | $46.3M | $-64.5M | ||
| Q3 25 | $53.7M | $-23.5M | ||
| Q2 25 | $29.1M | $-23.2M | ||
| Q1 25 | $41.5M | $-54.2M | ||
| Q4 24 | $43.3M | $-2.4M | ||
| Q3 24 | $51.2M | $-30.9M | ||
| Q2 24 | $43.3M | $-13.0M |
自由现金流CNMDRKLB
| Q1 26 | — | — | ||
| Q4 25 | $41.2M | $-114.2M | ||
| Q3 25 | $48.5M | $-69.4M | ||
| Q2 25 | $23.4M | $-55.3M | ||
| Q1 25 | $37.8M | $-82.9M | ||
| Q4 24 | $39.3M | $-23.9M | ||
| Q3 24 | $47.8M | $-41.9M | ||
| Q2 24 | $39.7M | $-28.3M |
自由现金流率CNMDRKLB
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | -63.6% | ||
| Q3 25 | 14.4% | -44.8% | ||
| Q2 25 | 6.8% | -38.3% | ||
| Q1 25 | 11.8% | -67.6% | ||
| Q4 24 | 11.4% | -18.1% | ||
| Q3 24 | 15.1% | -40.0% | ||
| Q2 24 | 12.0% | -26.7% |
资本支出强度CNMDRKLB
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 27.6% | ||
| Q3 25 | 1.5% | 29.6% | ||
| Q2 25 | 1.7% | 22.2% | ||
| Q1 25 | 1.2% | 23.4% | ||
| Q4 24 | 1.2% | 16.3% | ||
| Q3 24 | 1.1% | 10.5% | ||
| Q2 24 | 1.1% | 14.4% |
现金转化率CNMDRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 18.78× | — | ||
| Q2 25 | 1.36× | — | ||
| Q1 25 | 6.88× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.05× | — | ||
| Q2 24 | 1.44× | — |
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
CNMD
暂无分部数据
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
