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康美（CNMD）与威瑞信（VRSN）财务数据对比。点击上方公司名可切换其他公司
威瑞信的季度营收约是康美的1.1倍（$425.3M vs $373.2M），康美同比增速更快（7.9% vs 7.6%），威瑞信自由现金流更多（$285.1M vs $41.2M），过去两年康美的营收复合增速更高（9.3% vs 5.2%）
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。
威瑞信是总部位于美国弗吉尼亚州雷斯顿的网络基础设施服务商，运营全球互联网13台根域名服务器中的2台，同时是.com、.net、.name、.cc等顶级域名的权威注册管理机构，还负责.jobs、.edu等赞助类顶级域名的后端系统运维工作。
CNMD vs VRSN — 直观对比
营收规模更大
VRSN
是对方的1.1倍
$373.2M
营收增速更快
CNMD
高出0.3%
7.6%
自由现金流更多
VRSN
多$243.9M
$41.2M
两年增速更快
CNMD
近两年复合增速
5.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $373.2M | $425.3M |
| 净利润 | — | $206.2M |
| 毛利率 | 58.5% | 88.5% |
| 营业利润率 | 9.8% | 67.0% |
| 净利率 | — | 48.5% |
| 营收同比 | 7.9% | 7.6% |
| 净利润同比 | — | 7.7% |
| 每股收益（稀释后） | $0.54 | — |
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CNMDVRSN
| Q4 25 | $373.2M | $425.3M | ||
| Q3 25 | $337.9M | $419.1M | ||
| Q2 25 | $342.3M | $409.9M | ||
| Q1 25 | $321.3M | $402.3M | ||
| Q4 24 | $345.9M | $395.4M | ||
| Q3 24 | $316.7M | $390.6M | ||
| Q2 24 | $332.1M | $387.1M | ||
| Q1 24 | $312.3M | $384.3M |
净利润CNMDVRSN
| Q4 25 | — | $206.2M | ||
| Q3 25 | $2.9M | $212.8M | ||
| Q2 25 | $21.4M | $207.4M | ||
| Q1 25 | $6.0M | $199.3M | ||
| Q4 24 | — | $191.5M | ||
| Q3 24 | $49.0M | $201.3M | ||
| Q2 24 | $30.0M | $198.8M | ||
| Q1 24 | $19.7M | $194.1M |
毛利率CNMDVRSN
| Q4 25 | 58.5% | 88.5% | ||
| Q3 25 | 49.2% | 88.4% | ||
| Q2 25 | 55.0% | 88.0% | ||
| Q1 25 | 55.3% | 87.7% | ||
| Q4 24 | 57.3% | 87.8% | ||
| Q3 24 | 56.5% | 88.0% | ||
| Q2 24 | 55.3% | 87.8% | ||
| Q1 24 | 55.1% | 87.2% |
营业利润率CNMDVRSN
| Q4 25 | 9.8% | 67.0% | ||
| Q3 25 | 3.5% | 67.8% | ||
| Q2 25 | 11.1% | 68.5% | ||
| Q1 25 | 5.0% | 67.4% | ||
| Q4 24 | 15.2% | 66.7% | ||
| Q3 24 | 20.7% | 68.9% | ||
| Q2 24 | 14.2% | 68.8% | ||
| Q1 24 | 11.2% | 67.4% |
净利率CNMDVRSN
| Q4 25 | — | 48.5% | ||
| Q3 25 | 0.8% | 50.8% | ||
| Q2 25 | 6.3% | 50.6% | ||
| Q1 25 | 1.9% | 49.5% | ||
| Q4 24 | — | 48.4% | ||
| Q3 24 | 15.5% | 51.5% | ||
| Q2 24 | 9.0% | 51.4% | ||
| Q1 24 | 6.3% | 50.5% |
每股收益（稀释后）CNMDVRSN
| Q4 25 | $0.54 | — | ||
| Q3 25 | $0.09 | — | ||
| Q2 25 | $0.69 | — | ||
| Q1 25 | $0.19 | — | ||
| Q4 24 | $1.09 | — | ||
| Q3 24 | $1.57 | — | ||
| Q2 24 | $0.96 | — | ||
| Q1 24 | $0.63 | — |
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 | — | $580.5M |
| 总债务越低越好 | $834.2M | — |
| 股东权益账面价值 | $1.0B | $-2.2B |
| 总资产 | $2.3B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.81× | — |
8季度趋势，按日历期对齐
现金及短期投资CNMDVRSN
| Q4 25 | — | $580.5M | ||
| Q3 25 | — | $617.7M | ||
| Q2 25 | — | $593.8M | ||
| Q1 25 | — | $648.5M | ||
| Q4 24 | — | $599.9M | ||
| Q3 24 | — | $644.9M | ||
| Q2 24 | — | $689.9M | ||
| Q1 24 | — | $924.7M |
总债务CNMDVRSN
| Q4 25 | $834.2M | — | ||
| Q3 25 | $853.0M | — | ||
| Q2 25 | $881.1M | — | ||
| Q1 25 | $891.4M | — | ||
| Q4 24 | $905.1M | — | ||
| Q3 24 | $940.1M | — | ||
| Q2 24 | $965.2M | — | ||
| Q1 24 | $990.1M | — |
股东权益CNMDVRSN
| Q4 25 | $1.0B | $-2.2B | ||
| Q3 25 | $1.0B | $-2.1B | ||
| Q2 25 | $1.0B | $-2.0B | ||
| Q1 25 | $977.6M | $-2.0B | ||
| Q4 24 | $962.7M | $-2.0B | ||
| Q3 24 | $932.9M | $-1.9B | ||
| Q2 24 | $881.8M | $-1.8B | ||
| Q1 24 | $854.7M | $-1.6B |
总资产CNMDVRSN
| Q4 25 | $2.3B | $1.3B | ||
| Q3 25 | $2.3B | $1.4B | ||
| Q2 25 | $2.3B | $1.4B | ||
| Q1 25 | $2.3B | $1.4B | ||
| Q4 24 | $2.3B | $1.4B | ||
| Q3 24 | $2.3B | $1.5B | ||
| Q2 24 | $2.3B | $1.5B | ||
| Q1 24 | $2.3B | $1.7B |
负债/权益比CNMDVRSN
| Q4 25 | 0.81× | — | ||
| Q3 25 | 0.85× | — | ||
| Q2 25 | 0.88× | — | ||
| Q1 25 | 0.91× | — | ||
| Q4 24 | 0.94× | — | ||
| Q3 24 | 1.01× | — | ||
| Q2 24 | 1.09× | — | ||
| Q1 24 | 1.16× | — |
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 | $46.3M | $289.6M |
| 自由现金流经营现金流 - 资本支出 | $41.2M | $285.1M |
| 自由现金流率自由现金流/营收 | 11.0% | 67.0% |
| 资本支出强度资本支出/营收 | 1.4% | 1.1% |
| 现金转化率经营现金流/净利润 | — | 1.40× |
| 过去12个月自由现金流最近4个季度 | $150.9M | $1.1B |
8季度趋势，按日历期对齐
经营现金流CNMDVRSN
| Q4 25 | $46.3M | $289.6M | ||
| Q3 25 | $53.7M | $307.7M | ||
| Q2 25 | $29.1M | $202.5M | ||
| Q1 25 | $41.5M | $291.3M | ||
| Q4 24 | $43.3M | $231.5M | ||
| Q3 24 | $51.2M | $253.4M | ||
| Q2 24 | $43.3M | $160.4M | ||
| Q1 24 | $29.1M | $257.3M |
自由现金流CNMDVRSN
| Q4 25 | $41.2M | $285.1M | ||
| Q3 25 | $48.5M | $303.0M | ||
| Q2 25 | $23.4M | $194.7M | ||
| Q1 25 | $37.8M | $285.5M | ||
| Q4 24 | $39.3M | $222.0M | ||
| Q3 24 | $47.8M | $247.8M | ||
| Q2 24 | $39.7M | $151.2M | ||
| Q1 24 | $27.1M | $253.5M |
自由现金流率CNMDVRSN
| Q4 25 | 11.0% | 67.0% | ||
| Q3 25 | 14.4% | 72.3% | ||
| Q2 25 | 6.8% | 47.5% | ||
| Q1 25 | 11.8% | 71.0% | ||
| Q4 24 | 11.4% | 56.1% | ||
| Q3 24 | 15.1% | 63.4% | ||
| Q2 24 | 12.0% | 39.1% | ||
| Q1 24 | 8.7% | 66.0% |
资本支出强度CNMDVRSN
| Q4 25 | 1.4% | 1.1% | ||
| Q3 25 | 1.5% | 1.1% | ||
| Q2 25 | 1.7% | 1.9% | ||
| Q1 25 | 1.2% | 1.4% | ||
| Q4 24 | 1.2% | 2.4% | ||
| Q3 24 | 1.1% | 1.4% | ||
| Q2 24 | 1.1% | 2.4% | ||
| Q1 24 | 0.7% | 1.0% |
现金转化率CNMDVRSN
| Q4 25 | — | 1.40× | ||
| Q3 25 | 18.78× | 1.45× | ||
| Q2 25 | 1.36× | 0.98× | ||
| Q1 25 | 6.88× | 1.46× | ||
| Q4 24 | — | 1.21× | ||
| Q3 24 | 1.05× | 1.26× | ||
| Q2 24 | 1.44× | 0.81× | ||
| Q1 24 | 1.48× | 1.33× |
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
| Transferred At Point In Time | $358.5M | 96% |
| Transferred Over Time | $14.7M | 4% |
VRSN
暂无分部数据
