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Traeger, Inc.（COOK）与VERACYTE, INC.（VCYT）财务数据对比。点击上方公司名可切换其他公司
Traeger, Inc.的季度营收约是VERACYTE, INC.的1.0倍（$145.4M vs $139.1M），VERACYTE, INC.净利率更高（20.6% vs -11.8%，领先32.5%），VERACYTE, INC.同比增速更快（21.5% vs -13.8%），过去两年VERACYTE, INC.的营收复合增速更高（10.2% 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。
Veracyte是一家领先的分子诊断企业，专注开发专有的基因组检测方案，可实现癌症及其他复杂疾病的早期精准检测，产品服务于医疗机构以优化临床决策，核心市场位于美国，正稳步拓展全球业务布局。
COOK vs VCYT — 直观对比
营收规模更大
COOK
是对方的1.0倍
$139.1M
营收增速更快
VCYT
高出35.3%
-13.8%
净利率更高
VCYT
高出32.5%
-11.8%
两年增速更快
VCYT
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.4M | $139.1M |
| 净利润 | $-17.2M | $28.7M |
| 毛利率 | 37.4% | 72.7% |
| 营业利润率 | -8.0% | 16.3% |
| 净利率 | -11.8% | 20.6% |
| 营收同比 | -13.8% | 21.5% |
| 净利润同比 | -147.2% | — |
| 每股收益（稀释后） | $-0.13 | $0.35 |
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COOKVCYT
| Q1 26 | — | $139.1M | ||
| Q4 25 | $145.4M | $140.6M | ||
| Q3 25 | $125.4M | $131.9M | ||
| Q2 25 | $145.5M | $130.2M | ||
| Q1 25 | $143.3M | $114.5M | ||
| Q4 24 | $168.6M | $118.6M | ||
| Q3 24 | $122.0M | $115.9M | ||
| Q2 24 | $168.5M | $114.4M |
净利润COOKVCYT
| Q1 26 | — | $28.7M | ||
| Q4 25 | $-17.2M | $41.1M | ||
| Q3 25 | $-89.8M | $19.1M | ||
| Q2 25 | $-7.4M | $-980.0K | ||
| Q1 25 | $-778.0K | $7.0M | ||
| Q4 24 | $-7.0M | $5.1M | ||
| Q3 24 | $-19.8M | $15.2M | ||
| Q2 24 | $-2.6M | $5.7M |
毛利率COOKVCYT
| Q1 26 | — | 72.7% | ||
| Q4 25 | 37.4% | 72.5% | ||
| Q3 25 | 38.7% | 69.2% | ||
| Q2 25 | 39.2% | 69.0% | ||
| Q1 25 | 41.5% | 69.5% | ||
| Q4 24 | 40.9% | 66.4% | ||
| Q3 24 | 42.3% | 68.2% | ||
| Q2 24 | 42.9% | 68.1% |
营业利润率COOKVCYT
| Q1 26 | — | 16.3% | ||
| Q4 25 | -8.0% | 26.4% | ||
| Q3 25 | -66.5% | 17.4% | ||
| Q2 25 | -4.2% | -4.0% | ||
| Q1 25 | 2.4% | 2.5% | ||
| Q4 24 | -0.1% | 3.5% | ||
| Q3 24 | -6.1% | 10.4% | ||
| Q2 24 | 2.8% | 4.0% |
净利率COOKVCYT
| Q1 26 | — | 20.6% | ||
| Q4 25 | -11.8% | 29.3% | ||
| Q3 25 | -71.6% | 14.5% | ||
| Q2 25 | -5.1% | -0.8% | ||
| Q1 25 | -0.5% | 6.2% | ||
| Q4 24 | -4.1% | 4.3% | ||
| Q3 24 | -16.2% | 13.1% | ||
| Q2 24 | -1.5% | 5.0% |
每股收益（稀释后）COOKVCYT
| Q1 26 | — | $0.35 | ||
| Q4 25 | $-0.13 | $0.50 | ||
| Q3 25 | $-0.67 | $0.24 | ||
| Q2 25 | $-0.06 | $-0.01 | ||
| Q1 25 | $-0.01 | $0.09 | ||
| Q4 24 | $-0.06 | $0.07 | ||
| Q3 24 | $-0.15 | $0.19 | ||
| Q2 24 | $-0.02 | $0.07 |
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 | $439.1M |
| 总债务越低越好 | $403.3M | — |
| 股东权益账面价值 | $170.8M | $1.3B |
| 总资产 | $676.0M | $1.4B |
| 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COOKVCYT
| Q1 26 | — | $439.1M | ||
| Q4 25 | $19.6M | $362.6M | ||
| Q3 25 | $5.9M | $315.6M | ||
| Q2 25 | $10.3M | $219.5M | ||
| Q1 25 | $12.0M | $186.1M | ||
| Q4 24 | $15.0M | $239.1M | ||
| Q3 24 | $16.9M | $274.1M | ||
| Q2 24 | $18.0M | $235.9M |
总债务COOKVCYT
| Q1 26 | — | — | ||
| Q4 25 | $403.3M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $403.6M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益COOKVCYT
| Q1 26 | — | $1.3B | ||
| Q4 25 | $170.8M | $1.3B | ||
| Q3 25 | $186.1M | $1.3B | ||
| Q2 25 | $274.2M | $1.2B | ||
| Q1 25 | $279.6M | $1.2B | ||
| Q4 24 | $276.4M | $1.2B | ||
| Q3 24 | $279.8M | $1.2B | ||
| Q2 24 | $297.3M | $1.1B |
总资产COOKVCYT
| Q1 26 | — | $1.4B | ||
| Q4 25 | $676.0M | $1.4B | ||
| Q3 25 | $689.6M | $1.4B | ||
| Q2 25 | $780.6M | $1.3B | ||
| Q1 25 | $825.6M | $1.3B | ||
| Q4 24 | $830.7M | $1.3B | ||
| Q3 24 | $818.1M | $1.3B | ||
| Q2 24 | $842.4M | $1.2B |
负债/权益比COOKVCYT
| 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 | $35.2M |
| 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 | — | 1.23× |
| 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COOKVCYT
| Q1 26 | — | $35.2M | ||
| Q4 25 | $15.5M | $52.6M | ||
| Q3 25 | $7.6M | $44.8M | ||
| Q2 25 | $18.3M | $33.6M | ||
| Q1 25 | $-20.8M | $5.4M | ||
| Q4 24 | $7.5M | $24.5M | ||
| Q3 24 | $15.1M | $30.0M | ||
| Q2 24 | $13.9M | $29.6M |
自由现金流COOKVCYT
| Q1 26 | — | — | ||
| Q4 25 | $14.2M | $48.8M | ||
| Q3 25 | $6.4M | $42.0M | ||
| Q2 25 | $15.7M | $32.3M | ||
| Q1 25 | $-22.7M | $3.5M | ||
| Q4 24 | $5.5M | $20.4M | ||
| Q3 24 | $12.8M | $27.7M | ||
| Q2 24 | $11.8M | $26.8M |
自由现金流率COOKVCYT
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 34.7% | ||
| Q3 25 | 5.1% | 31.8% | ||
| Q2 25 | 10.8% | 24.8% | ||
| Q1 25 | -15.8% | 3.1% | ||
| Q4 24 | 3.3% | 17.2% | ||
| Q3 24 | 10.5% | 23.9% | ||
| Q2 24 | 7.0% | 23.4% |
资本支出强度COOKVCYT
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 2.7% | ||
| Q3 25 | 0.9% | 2.1% | ||
| Q2 25 | 1.8% | 1.0% | ||
| Q1 25 | 1.3% | 1.6% | ||
| Q4 24 | 1.2% | 3.5% | ||
| Q3 24 | 1.9% | 1.9% | ||
| Q2 24 | 1.2% | 2.4% |
现金转化率COOKVCYT
| Q1 26 | — | 1.23× | ||
| Q4 25 | — | 1.28× | ||
| Q3 25 | — | 2.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.76× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | — | 1.98× | ||
| Q2 24 | — | 5.16× |
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% |
VCYT
| Testing revenue | $135.1M | 97% |
| Product revenue | $3.7M | 3% |
| Biopharmaceutical and other revenue | $301.0K | 0% |
