vs
Cooper Companies (The)（COO）与Warby Parker Inc.（WRBY）财务数据对比。点击上方公司名可切换其他公司
Cooper Companies (The)的季度营收约是Warby Parker Inc.的5.0倍（$1.1B vs $212.0M）。Cooper Companies (The)净利率更高（7.9% vs -2.8%，领先10.8%）。Warby Parker Inc.同比增速更快（11.2% vs 4.6%）。Cooper Companies (The)自由现金流更多（$149.9M vs $8.1M）。过去两年Cooper Companies (The)的营收复合增速更高（6.9% vs 2.9%）
CooperCompanies是总部位于美国加利福尼亚州圣拉蒙的全球医疗设备企业，旗下设有两大业务单元：主营隐形眼镜生产的库博光学，以及面向女性健康市场提供医疗设备、生育及基因组相关产品的库博外科。
Warby Parker是总部位于纽约的美国眼镜品牌零售商，主营处方眼镜、隐形眼镜及太阳镜，还提供验光服务。品牌2010年创立之初仅在线上运营，目前约三分之二的收入来自276家线下实体门店，其中271家位于美国，5家位于加拿大，品牌未来计划开设900家门店，现有消费者规模228万，客单价约263美元。
COO vs WRBY — 直观对比
营收规模更大
COO
是对方的5.0倍
$212.0M
营收增速更快
WRBY
高出6.6%
4.6%
净利率更高
COO
高出10.8%
-2.8%
自由现金流更多
COO
多$141.8M
$8.1M
两年增速更快
COO
近两年复合增速
2.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $212.0M |
| 净利润 | $84.6M | $-6.0M |
| 毛利率 | 61.1% | 52.4% |
| 营业利润率 | 13.2% | -3.2% |
| 净利率 | 7.9% | -2.8% |
| 营收同比 | 4.6% | 11.2% |
| 净利润同比 | -28.0% | 13.4% |
| 每股收益（稀释后） | $0.42 | $-0.06 |
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COOWRBY
| Q4 25 | $1.1B | $212.0M | ||
| Q3 25 | $1.1B | $221.7M | ||
| Q2 25 | $1.0B | $214.5M | ||
| Q1 25 | $964.7M | $223.8M | ||
| Q4 24 | $1.0B | $190.6M | ||
| Q3 24 | $1.0B | $192.4M | ||
| Q2 24 | $942.6M | $188.2M | ||
| Q1 24 | $931.6M | $200.0M |
净利润COOWRBY
| Q4 25 | $84.6M | $-6.0M | ||
| Q3 25 | $98.3M | $5.9M | ||
| Q2 25 | $87.7M | $-1.8M | ||
| Q1 25 | $104.3M | $3.5M | ||
| Q4 24 | $117.5M | $-6.9M | ||
| Q3 24 | $104.7M | $-4.1M | ||
| Q2 24 | $88.9M | $-6.8M | ||
| Q1 24 | $81.2M | $-2.7M |
毛利率COOWRBY
| Q4 25 | 61.1% | 52.4% | ||
| Q3 25 | 65.3% | 54.1% | ||
| Q2 25 | 67.8% | 53.0% | ||
| Q1 25 | 68.4% | 56.3% | ||
| Q4 24 | 66.5% | 54.1% | ||
| Q3 24 | 66.1% | 54.5% | ||
| Q2 24 | 67.0% | 56.0% | ||
| Q1 24 | 67.0% | 56.7% |
营业利润率COOWRBY
| Q4 25 | 13.2% | -3.2% | ||
| Q3 25 | 16.6% | 1.6% | ||
| Q2 25 | 18.4% | -2.1% | ||
| Q1 25 | 18.9% | 1.1% | ||
| Q4 24 | 19.5% | -4.9% | ||
| Q3 24 | 19.2% | -3.4% | ||
| Q2 24 | 17.2% | -4.8% | ||
| Q1 24 | 16.4% | -2.6% |
净利率COOWRBY
| Q4 25 | 7.9% | -2.8% | ||
| Q3 25 | 9.3% | 2.6% | ||
| Q2 25 | 8.7% | -0.8% | ||
| Q1 25 | 10.8% | 1.6% | ||
| Q4 24 | 11.5% | -3.6% | ||
| Q3 24 | 10.4% | -2.1% | ||
| Q2 24 | 9.4% | -3.6% | ||
| Q1 24 | 8.7% | -1.3% |
每股收益（稀释后）COOWRBY
| Q4 25 | $0.42 | $-0.06 | ||
| Q3 25 | $0.49 | $0.05 | ||
| Q2 25 | $0.44 | $-0.01 | ||
| Q1 25 | $0.52 | $0.03 | ||
| Q4 24 | $0.59 | $-0.06 | ||
| Q3 24 | $0.52 | $-0.03 | ||
| Q2 24 | $0.44 | $-0.06 | ||
| Q1 24 | $0.41 | $-0.02 |
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 | $110.6M | $286.4M |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $8.2B | $367.7M |
| 总资产 | $12.4B | $720.9M |
| 负债/权益比越低杠杆越低 | 0.30× | — |
8季度趋势，按日历期对齐
现金及短期投资COOWRBY
| Q4 25 | $110.6M | $286.4M | ||
| Q3 25 | $124.9M | $280.4M | ||
| Q2 25 | $116.2M | $286.4M | ||
| Q1 25 | $100.9M | $265.1M | ||
| Q4 24 | $107.6M | $254.2M | ||
| Q3 24 | $109.7M | $251.0M | ||
| Q2 24 | $112.4M | $238.0M | ||
| Q1 24 | $135.2M | $220.4M |
总债务COOWRBY
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
股东权益COOWRBY
| Q4 25 | $8.2B | $367.7M | ||
| Q3 25 | $8.4B | $369.6M | ||
| Q2 25 | $8.3B | $361.5M | ||
| Q1 25 | $8.1B | $354.1M | ||
| Q4 24 | $8.1B | $340.1M | ||
| Q3 24 | $7.9B | $336.8M | ||
| Q2 24 | $7.8B | $329.4M | ||
| Q1 24 | $7.7B | $316.2M |
总资产COOWRBY
| Q4 25 | $12.4B | $720.9M | ||
| Q3 25 | $12.4B | $706.9M | ||
| Q2 25 | $12.4B | $701.9M | ||
| Q1 25 | $12.2B | $682.8M | ||
| Q4 24 | $12.3B | $676.5M | ||
| Q3 24 | $12.1B | $638.0M | ||
| Q2 24 | $12.0B | $618.2M | ||
| Q1 24 | $12.0B | $592.9M |
负债/权益比COOWRBY
| Q4 25 | 0.30× | — | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | 0.31× | — | ||
| Q4 24 | 0.32× | — | ||
| Q3 24 | 0.33× | — | ||
| Q2 24 | 0.34× | — | ||
| Q1 24 | 0.35× | — |
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 | $247.9M | $23.3M |
| 自由现金流经营现金流 - 资本支出 | $149.9M | $8.1M |
| 自由现金流率自由现金流/营收 | 14.1% | 3.8% |
| 资本支出强度资本支出/营收 | 9.2% | 7.1% |
| 现金转化率经营现金流/净利润 | 2.93× | — |
| 过去12个月自由现金流最近4个季度 | $433.7M | $43.7M |
8季度趋势，按日历期对齐
经营现金流COOWRBY
| Q4 25 | $247.9M | $23.3M | ||
| Q3 25 | $261.4M | $18.0M | ||
| Q2 25 | $96.2M | $40.2M | ||
| Q1 25 | $190.6M | $29.4M | ||
| Q4 24 | $268.1M | $19.9M | ||
| Q3 24 | $207.5M | $27.3M | ||
| Q2 24 | $111.0M | $31.6M | ||
| Q1 24 | $122.7M | $19.9M |
自由现金流COOWRBY
| Q4 25 | $149.9M | $8.1M | ||
| Q3 25 | $164.5M | $-1.5M | ||
| Q2 25 | $18.1M | $23.9M | ||
| Q1 25 | $101.2M | $13.2M | ||
| Q4 24 | $128.1M | $2.2M | ||
| Q3 24 | $118.5M | $13.1M | ||
| Q2 24 | $36.9M | $14.0M | ||
| Q1 24 | $4.6M | $5.5M |
自由现金流率COOWRBY
| Q4 25 | 14.1% | 3.8% | ||
| Q3 25 | 15.5% | -0.7% | ||
| Q2 25 | 1.8% | 11.1% | ||
| Q1 25 | 10.5% | 5.9% | ||
| Q4 24 | 12.6% | 1.1% | ||
| Q3 24 | 11.8% | 6.8% | ||
| Q2 24 | 3.9% | 7.4% | ||
| Q1 24 | 0.5% | 2.7% |
资本支出强度COOWRBY
| Q4 25 | 9.2% | 7.1% | ||
| Q3 25 | 9.1% | 8.8% | ||
| Q2 25 | 7.8% | 7.6% | ||
| Q1 25 | 9.3% | 7.2% | ||
| Q4 24 | 13.7% | 9.3% | ||
| Q3 24 | 8.9% | 7.4% | ||
| Q2 24 | 7.9% | 9.4% | ||
| Q1 24 | 12.7% | 7.2% |
现金转化率COOWRBY
| Q4 25 | 2.93× | — | ||
| Q3 25 | 2.66× | 3.06× | ||
| Q2 25 | 1.10× | — | ||
| Q1 25 | 1.83× | 8.46× | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.98× | — | ||
| Q2 24 | 1.25× | — | ||
| Q1 24 | 1.51× | — |
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
COO
| Sphere Other | $365.0M | 34% |
| Toric And Multifocal | $344.7M | 32% |
| Office And Surgical | $214.5M | 20% |
| Fertility | $140.9M | 13% |
WRBY
| Retail | $155.2M | 73% |
| E Commerce | $56.8M | 27% |
