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Traeger, Inc.（COOK）与GLAUKOS Corp（GKOS）财务数据对比。点击上方公司名可切换其他公司
GLAUKOS Corp的季度营收约是Traeger, Inc.的1.0倍（$150.6M vs $145.4M），GLAUKOS Corp净利率更高（6.2% vs -11.8%，领先18.1%），GLAUKOS Corp同比增速更快（41.2% vs -13.8%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% vs 0.2%）
Traeger, Inc.是一家专注于户外烹饪设备研发生产的企业，主营高端木颗粒烤炉、配套配件及专用木颗粒燃料，主要面向北美、欧洲、澳洲市场，通过零售渠道和直营模式服务家庭及商用餐饮客户。
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
COOK vs GKOS — 直观对比
营收规模更大
GKOS
是对方的1.0倍
$145.4M
营收增速更快
GKOS
高出55.0%
-13.8%
净利率更高
GKOS
高出18.1%
-11.8%
两年增速更快
GKOS
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.4M | $150.6M |
| 净利润 | $-17.2M | $9.4M |
| 毛利率 | 37.4% | 77.9% |
| 营业利润率 | -8.0% | 9.0% |
| 净利率 | -11.8% | 6.2% |
| 营收同比 | -13.8% | 41.2% |
| 净利润同比 | -147.2% | — |
| 每股收益（稀释后） | $-0.13 | — |
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COOKGKOS
| Q1 26 | — | $150.6M | ||
| Q4 25 | $145.4M | $143.1M | ||
| Q3 25 | $125.4M | $133.5M | ||
| Q2 25 | $145.5M | $124.1M | ||
| Q1 25 | $143.3M | $106.7M | ||
| Q4 24 | $168.6M | $105.5M | ||
| Q3 24 | $122.0M | $96.7M | ||
| Q2 24 | $168.5M | $95.7M |
净利润COOKGKOS
| Q1 26 | — | $9.4M | ||
| Q4 25 | $-17.2M | $-133.7M | ||
| Q3 25 | $-89.8M | $-16.2M | ||
| Q2 25 | $-7.4M | $-19.7M | ||
| Q1 25 | $-778.0K | $-18.1M | ||
| Q4 24 | $-7.0M | $-33.6M | ||
| Q3 24 | $-19.8M | $-21.4M | ||
| Q2 24 | $-2.6M | $-50.5M |
毛利率COOKGKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | 37.4% | -1.1% | ||
| Q3 25 | 38.7% | 78.4% | ||
| Q2 25 | 39.2% | 78.3% | ||
| Q1 25 | 41.5% | 77.2% | ||
| Q4 24 | 40.9% | 72.9% | ||
| Q3 24 | 42.3% | 76.6% | ||
| Q2 24 | 42.9% | 76.4% |
营业利润率COOKGKOS
| Q1 26 | — | 9.0% | ||
| Q4 25 | -8.0% | -97.7% | ||
| Q3 25 | -66.5% | -12.3% | ||
| Q2 25 | -4.2% | -18.3% | ||
| Q1 25 | 2.4% | -19.4% | ||
| Q4 24 | -0.1% | -27.2% | ||
| Q3 24 | -6.1% | -25.5% | ||
| Q2 24 | 2.8% | -31.3% |
净利率COOKGKOS
| Q1 26 | — | 6.2% | ||
| Q4 25 | -11.8% | -93.4% | ||
| Q3 25 | -71.6% | -12.2% | ||
| Q2 25 | -5.1% | -15.8% | ||
| Q1 25 | -0.5% | -17.0% | ||
| Q4 24 | -4.1% | -31.8% | ||
| Q3 24 | -16.2% | -22.1% | ||
| Q2 24 | -1.5% | -52.8% |
每股收益（稀释后）COOKGKOS
| Q1 26 | — | — | ||
| Q4 25 | $-0.13 | $-2.34 | ||
| Q3 25 | $-0.67 | $-0.28 | ||
| Q2 25 | $-0.06 | $-0.34 | ||
| Q1 25 | $-0.01 | $-0.32 | ||
| Q4 24 | $-0.06 | $-0.56 | ||
| Q3 24 | $-0.15 | $-0.39 | ||
| Q2 24 | $-0.02 | $-1.00 |
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 | $19.6M | $276.7M |
| 总债务越低越好 | $403.3M | — |
| 股东权益账面价值 | $170.8M | $670.9M |
| 总资产 | $676.0M | $893.3M |
| 负债/权益比越低杠杆越低 | 2.36× | — |
8季度趋势，按日历期对齐
现金及短期投资COOKGKOS
| Q1 26 | — | $276.7M | ||
| Q4 25 | $19.6M | $90.8M | ||
| Q3 25 | $5.9M | $98.2M | ||
| Q2 25 | $10.3M | $100.8M | ||
| Q1 25 | $12.0M | $114.3M | ||
| Q4 24 | $15.0M | $169.6M | ||
| Q3 24 | $16.9M | $100.1M | ||
| Q2 24 | $18.0M | $68.1M |
总债务COOKGKOS
| Q1 26 | — | — | ||
| Q4 25 | $403.3M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $403.6M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益COOKGKOS
| Q1 26 | — | $670.9M | ||
| Q4 25 | $170.8M | $656.2M | ||
| Q3 25 | $186.1M | $769.5M | ||
| Q2 25 | $274.2M | $765.1M | ||
| Q1 25 | $279.6M | $764.0M | ||
| Q4 24 | $276.4M | $766.9M | ||
| Q3 24 | $279.8M | $668.5M | ||
| Q2 24 | $297.3M | $665.2M |
总资产COOKGKOS
| Q1 26 | — | $893.3M | ||
| Q4 25 | $676.0M | $893.5M | ||
| Q3 25 | $689.6M | $999.4M | ||
| Q2 25 | $780.6M | $987.0M | ||
| Q1 25 | $825.6M | $966.2M | ||
| Q4 24 | $830.7M | $974.8M | ||
| Q3 24 | $818.1M | $926.5M | ||
| Q2 24 | $842.4M | $919.7M |
负债/权益比COOKGKOS
| Q1 26 | — | — | ||
| Q4 25 | 2.36× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.46× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $15.5M | — |
| 自由现金流经营现金流 - 资本支出 | $14.2M | — |
| 自由现金流率自由现金流/营收 | 9.8% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 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 | $13.6M | — |
8季度趋势，按日历期对齐
经营现金流COOKGKOS
| Q1 26 | — | — | ||
| Q4 25 | $15.5M | $6.8M | ||
| Q3 25 | $7.6M | $-10.1M | ||
| Q2 25 | $18.3M | $7.0M | ||
| Q1 25 | $-20.8M | $-18.5M | ||
| Q4 24 | $7.5M | $507.0K | ||
| Q3 24 | $15.1M | $-9.6M | ||
| Q2 24 | $13.9M | $-18.4M |
自由现金流COOKGKOS
| Q1 26 | — | — | ||
| Q4 25 | $14.2M | $3.9M | ||
| Q3 25 | $6.4M | $-11.7M | ||
| Q2 25 | $15.7M | $5.8M | ||
| Q1 25 | $-22.7M | $-20.5M | ||
| Q4 24 | $5.5M | $-1.2M | ||
| Q3 24 | $12.8M | $-11.0M | ||
| Q2 24 | $11.8M | $-20.5M |
自由现金流率COOKGKOS
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 2.7% | ||
| Q3 25 | 5.1% | -8.8% | ||
| Q2 25 | 10.8% | 4.7% | ||
| Q1 25 | -15.8% | -19.2% | ||
| Q4 24 | 3.3% | -1.2% | ||
| Q3 24 | 10.5% | -11.4% | ||
| Q2 24 | 7.0% | -21.4% |
资本支出强度COOKGKOS
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 2.0% | ||
| Q3 25 | 0.9% | 1.2% | ||
| Q2 25 | 1.8% | 0.9% | ||
| Q1 25 | 1.3% | 1.8% | ||
| Q4 24 | 1.2% | 1.6% | ||
| Q3 24 | 1.9% | 1.5% | ||
| Q2 24 | 1.2% | 2.2% |
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
COOK
| Grills | $60.6M | 42% |
| Accessories | $49.2M | 34% |
| Consumables | $35.5M | 24% |
GKOS
暂无分部数据
