vs
Copart（CPRT）与GLOBUS MEDICAL INC（GMED）财务数据对比。点击上方公司名可切换其他公司
Copart的季度营收约是GLOBUS MEDICAL INC的1.4倍（$1.2B vs $826.4M），Copart净利率更高（35.0% vs 17.0%，领先17.9%），GLOBUS MEDICAL INC同比增速更快（25.7% vs 0.7%），Copart自由现金流更多（$427.2M vs $202.4M），过去两年GLOBUS MEDICAL INC的营收复合增速更高（16.7% vs 6.4%）
Copart是一家跨国在线车辆拍卖及再营销服务提供商，服务保险、租车、车队、金融公司等各类汽车经销商，业务覆盖美国、加拿大、英国、德国等11个国家。总部位于美国得克萨斯州达拉斯，拥有200多处实体网点，运营总面积超1万英亩的车辆存放场地。
Globus Medical是总部位于美国宾夕法尼亚州奥杜邦的上市骨科医疗器械企业，专注于相关产品的设计、研发与商业化，助力外科医生为肌肉骨骼系统疾病患者提供治疗方案，促进患者康复。
CPRT vs GMED — 直观对比
营收规模更大
CPRT
是对方的1.4倍
$826.4M
营收增速更快
GMED
高出25.0%
0.7%
净利率更高
CPRT
高出17.9%
17.0%
自由现金流更多
CPRT
多$224.8M
$202.4M
两年增速更快
GMED
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $826.4M |
| 净利润 | $403.7M | $140.6M |
| 毛利率 | — | 68.4% |
| 营业利润率 | 37.3% | 20.5% |
| 净利率 | 35.0% | 17.0% |
| 营收同比 | 0.7% | 25.7% |
| 净利润同比 | 11.5% | 430.4% |
| 每股收益（稀释后） | $0.41 | $1.01 |
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CPRTGMED
| Q4 25 | $1.2B | $826.4M | ||
| Q3 25 | $1.1B | $769.0M | ||
| Q2 25 | $1.2B | $745.3M | ||
| Q1 25 | $1.2B | $598.1M | ||
| Q4 24 | $1.1B | $657.3M | ||
| Q3 24 | $1.1B | $625.7M | ||
| Q2 24 | $1.1B | $629.7M | ||
| Q1 24 | $1.0B | $606.7M |
净利润CPRTGMED
| Q4 25 | $403.7M | $140.6M | ||
| Q3 25 | $396.4M | $119.0M | ||
| Q2 25 | $406.6M | $202.8M | ||
| Q1 25 | $387.4M | $75.5M | ||
| Q4 24 | $362.1M | $26.5M | ||
| Q3 24 | $322.6M | $51.8M | ||
| Q2 24 | $382.3M | $31.8M | ||
| Q1 24 | $325.6M | $-7.1M |
毛利率CPRTGMED
| Q4 25 | — | 68.4% | ||
| Q3 25 | — | 67.2% | ||
| Q2 25 | — | 66.6% | ||
| Q1 25 | — | 67.3% | ||
| Q4 24 | — | 59.9% | ||
| Q3 24 | — | 56.8% | ||
| Q2 24 | — | 58.7% | ||
| Q1 24 | — | 60.2% |
营业利润率CPRTGMED
| Q4 25 | 37.3% | 20.5% | ||
| Q3 25 | 36.7% | 17.9% | ||
| Q2 25 | 37.3% | 10.2% | ||
| Q1 25 | 36.6% | 16.2% | ||
| Q4 24 | 35.4% | 9.2% | ||
| Q3 24 | 33.6% | 7.7% | ||
| Q2 24 | 38.8% | 7.9% | ||
| Q1 24 | 37.2% | 1.3% |
净利率CPRTGMED
| Q4 25 | 35.0% | 17.0% | ||
| Q3 25 | 35.2% | 15.5% | ||
| Q2 25 | 33.6% | 27.2% | ||
| Q1 25 | 33.3% | 12.6% | ||
| Q4 24 | 31.6% | 4.0% | ||
| Q3 24 | 30.2% | 8.3% | ||
| Q2 24 | 33.9% | 5.0% | ||
| Q1 24 | 31.9% | -1.2% |
每股收益（稀释后）CPRTGMED
| Q4 25 | $0.41 | $1.01 | ||
| Q3 25 | $0.40 | $0.88 | ||
| Q2 25 | $0.42 | $1.49 | ||
| Q1 25 | $0.40 | $0.54 | ||
| Q4 24 | $0.37 | $0.19 | ||
| Q3 24 | $0.34 | $0.38 | ||
| Q2 24 | $0.39 | $0.23 | ||
| Q1 24 | $0.33 | $-0.05 |
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 | — | $557.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.6B | $4.6B |
| 总资产 | $10.6B | $5.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CPRTGMED
| Q4 25 | — | $557.2M | ||
| Q3 25 | — | $18.8M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $890.1M | ||
| Q3 24 | — | $71.9M | ||
| Q2 24 | — | $82.5M | ||
| Q1 24 | — | $80.4M |
总债务CPRTGMED
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $427.0K | — | ||
| Q1 24 | $453.0K | — |
股东权益CPRTGMED
| Q4 25 | $9.6B | $4.6B | ||
| Q3 25 | $9.2B | $4.4B | ||
| Q2 25 | $8.8B | $4.3B | ||
| Q1 25 | $8.3B | $4.1B | ||
| Q4 24 | $7.9B | $4.2B | ||
| Q3 24 | $7.5B | $4.1B | ||
| Q2 24 | $7.2B | $4.0B | ||
| Q1 24 | $6.8B | $3.9B |
总资产CPRTGMED
| Q4 25 | $10.6B | $5.3B | ||
| Q3 25 | $10.1B | $5.1B | ||
| Q2 25 | $9.7B | $5.0B | ||
| Q1 25 | $9.2B | $4.7B | ||
| Q4 24 | $8.9B | $5.3B | ||
| Q3 24 | $8.4B | $5.1B | ||
| Q2 24 | $8.0B | $5.0B | ||
| Q1 24 | $7.6B | $4.9B |
负债/权益比CPRTGMED
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 0.00× | — |
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 | $535.3M | $248.6M |
| 自由现金流经营现金流 - 资本支出 | $427.2M | $202.4M |
| 自由现金流率自由现金流/营收 | 37.0% | 24.5% |
| 资本支出强度资本支出/营收 | 9.4% | 5.6% |
| 现金转化率经营现金流/净利润 | 1.33× | 1.77× |
| 过去12个月自由现金流最近4个季度 | $1.4B | $588.8M |
8季度趋势，按日历期对齐
经营现金流CPRTGMED
| Q4 25 | $535.3M | $248.6M | ||
| Q3 25 | $438.5M | $249.7M | ||
| Q2 25 | $700.9M | $77.9M | ||
| Q1 25 | $178.1M | $177.3M | ||
| Q4 24 | $482.3M | $210.3M | ||
| Q3 24 | $439.2M | $203.7M | ||
| Q2 24 | $496.3M | $54.3M | ||
| Q1 24 | $161.8M | $52.4M |
自由现金流CPRTGMED
| Q4 25 | $427.2M | $202.4M | ||
| Q3 25 | $350.8M | $213.9M | ||
| Q2 25 | $572.9M | $31.3M | ||
| Q1 25 | $61.5M | $141.2M | ||
| Q4 24 | $245.5M | $193.2M | ||
| Q3 24 | $301.3M | $161.7M | ||
| Q2 24 | $408.5M | $26.5M | ||
| Q1 24 | $38.8M | $23.8M |
自由现金流率CPRTGMED
| Q4 25 | 37.0% | 24.5% | ||
| Q3 25 | 31.2% | 27.8% | ||
| Q2 25 | 47.3% | 4.2% | ||
| Q1 25 | 5.3% | 23.6% | ||
| Q4 24 | 21.4% | 29.4% | ||
| Q3 24 | 28.2% | 25.8% | ||
| Q2 24 | 36.2% | 4.2% | ||
| Q1 24 | 3.8% | 3.9% |
资本支出强度CPRTGMED
| Q4 25 | 9.4% | 5.6% | ||
| Q3 25 | 7.8% | 4.7% | ||
| Q2 25 | 10.6% | 6.2% | ||
| Q1 25 | 10.0% | 6.0% | ||
| Q4 24 | 20.6% | 2.6% | ||
| Q3 24 | 12.9% | 6.7% | ||
| Q2 24 | 7.8% | 4.4% | ||
| Q1 24 | 12.1% | 4.7% |
现金转化率CPRTGMED
| Q4 25 | 1.33× | 1.77× | ||
| Q3 25 | 1.11× | 2.10× | ||
| Q2 25 | 1.72× | 0.38× | ||
| Q1 25 | 0.46× | 2.35× | ||
| Q4 24 | 1.33× | 7.94× | ||
| Q3 24 | 1.36× | 3.93× | ||
| Q2 24 | 1.30× | 1.71× | ||
| Q1 24 | 0.50× | — |
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
CPRT
| Services | $952.1M | 82% |
| Other | $203.0M | 18% |
GMED
| Other | $391.8M | 47% |
| Nevro Merger Agreement | $293.6M | 36% |
| Enabling Technologies | $141.0M | 17% |
