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DigitalBridge Group, Inc.(DBRG)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DigitalBridge Group, Inc.的1.4倍($150.6M vs $105.7M),DigitalBridge Group, Inc.净利率更高(61.5% vs 6.2%,领先55.3%),GLAUKOS Corp同比增速更快(41.2% vs 4.1%),过去两年GLAUKOS Corp的营收复合增速更高(25.4% vs 19.2%)
DigitalBridge Group(DBRG)是全球领先的数字基础设施投资企业,核心业务覆盖通信基站、数据中心、光纤网络、小基站及边缘算力设施的投资、持有与运营。公司总部位于美国博卡拉顿,在洛杉矶、纽约、丹佛、伦敦、新加坡多地设有办公点,截至2025年6月,旗下管理资产规模达1060亿美元。
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。
DBRG vs GKOS — 直观对比
营收规模更大
GKOS
是对方的1.4倍
$105.7M
营收增速更快
GKOS
高出37.0%
4.1%
净利率更高
DBRG
高出55.3%
6.2%
两年增速更快
GKOS
近两年复合增速
19.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $105.7M | $150.6M |
| 净利润 | $65.1M | $9.4M |
| 毛利率 | — | 77.9% |
| 营业利润率 | — | 9.0% |
| 净利率 | 61.5% | 6.2% |
| 营收同比 | 4.1% | 41.2% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $0.28 | — |
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
DBRG
GKOS
| Q1 26 | — | $150.6M | ||
| Q4 25 | $105.7M | $143.1M | ||
| Q3 25 | $93.3M | $133.5M | ||
| Q2 25 | $85.3M | $124.1M | ||
| Q1 25 | $90.1M | $106.7M | ||
| Q4 24 | $101.6M | $105.5M | ||
| Q3 24 | $76.6M | $96.7M | ||
| Q2 24 | $390.3M | $95.7M |
净利润
DBRG
GKOS
| Q1 26 | — | $9.4M | ||
| Q4 25 | $65.1M | $-133.7M | ||
| Q3 25 | $31.4M | $-16.2M | ||
| Q2 25 | $31.6M | $-19.7M | ||
| Q1 25 | $13.8M | $-18.1M | ||
| Q4 24 | — | $-33.6M | ||
| Q3 24 | $13.8M | $-21.4M | ||
| Q2 24 | $91.4M | $-50.5M |
毛利率
DBRG
GKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | — | -1.1% | ||
| Q3 25 | — | 78.4% | ||
| Q2 25 | — | 78.3% | ||
| Q1 25 | — | 77.2% | ||
| Q4 24 | — | 72.9% | ||
| Q3 24 | — | 76.6% | ||
| Q2 24 | — | 76.4% |
营业利润率
DBRG
GKOS
| Q1 26 | — | 9.0% | ||
| Q4 25 | — | -97.7% | ||
| Q3 25 | -13.9% | -12.3% | ||
| Q2 25 | -31.2% | -18.3% | ||
| Q1 25 | -11.5% | -19.4% | ||
| Q4 24 | 5.7% | -27.2% | ||
| Q3 24 | 62.4% | -25.5% | ||
| Q2 24 | 33.5% | -31.3% |
净利率
DBRG
GKOS
| Q1 26 | — | 6.2% | ||
| Q4 25 | 61.5% | -93.4% | ||
| Q3 25 | 33.7% | -12.2% | ||
| Q2 25 | 37.1% | -15.8% | ||
| Q1 25 | 15.3% | -17.0% | ||
| Q4 24 | — | -31.8% | ||
| Q3 24 | 18.0% | -22.1% | ||
| Q2 24 | 23.4% | -52.8% |
每股收益(稀释后)
DBRG
GKOS
| Q1 26 | — | — | ||
| Q4 25 | $0.28 | $-2.34 | ||
| Q3 25 | $0.09 | $-0.28 | ||
| Q2 25 | $0.10 | $-0.34 | ||
| Q1 25 | $-0.01 | $-0.32 | ||
| Q4 24 | — | $-0.56 | ||
| Q3 24 | $-0.01 | $-0.39 | ||
| Q2 24 | $0.44 | $-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 | $382.5M | $276.7M |
| 总债务越低越好 | $298.8M | — |
| 股东权益账面价值 | $2.1B | $670.9M |
| 总资产 | $3.4B | $893.3M |
| 负债/权益比越低杠杆越低 | 0.14× | — |
8季度趋势,按日历期对齐
现金及短期投资
DBRG
GKOS
| Q1 26 | — | $276.7M | ||
| Q4 25 | $382.5M | $90.8M | ||
| Q3 25 | $358.4M | $98.2M | ||
| Q2 25 | $340.7M | $100.8M | ||
| Q1 25 | $349.9M | $114.3M | ||
| Q4 24 | $302.2M | $169.6M | ||
| Q3 24 | $294.4M | $100.1M | ||
| Q2 24 | $261.2M | $68.1M |
总债务
DBRG
GKOS
| Q1 26 | — | — | ||
| Q4 25 | $298.8M | — | ||
| Q3 25 | $327.9M | — | ||
| Q2 25 | $298.0M | — | ||
| Q1 25 | $296.9M | — | ||
| Q4 24 | $296.4M | — | ||
| Q3 24 | $295.8M | — | ||
| Q2 24 | $295.3M | — |
股东权益
DBRG
GKOS
| Q1 26 | — | $670.9M | ||
| Q4 25 | $2.1B | $656.2M | ||
| Q3 25 | $2.1B | $769.5M | ||
| Q2 25 | $2.0B | $765.1M | ||
| Q1 25 | $2.0B | $764.0M | ||
| Q4 24 | $2.0B | $766.9M | ||
| Q3 24 | $2.0B | $668.5M | ||
| Q2 24 | $2.0B | $665.2M |
总资产
DBRG
GKOS
| Q1 26 | — | $893.3M | ||
| Q4 25 | $3.4B | $893.5M | ||
| Q3 25 | $3.5B | $999.4M | ||
| Q2 25 | $3.4B | $987.0M | ||
| Q1 25 | $3.4B | $966.2M | ||
| Q4 24 | $3.5B | $974.8M | ||
| Q3 24 | $3.5B | $926.5M | ||
| Q2 24 | $3.5B | $919.7M |
负债/权益比
DBRG
GKOS
| Q1 26 | — | — | ||
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.15× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | — |
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 | $259.3M | — |
| 自由现金流经营现金流 - 资本支出 | $258.0M | — |
| 自由现金流率自由现金流/营收 | 244.0% | — |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | 3.99× | — |
| 过去12个月自由现金流最近4个季度 | $440.5M | — |
8季度趋势,按日历期对齐
经营现金流
DBRG
GKOS
| Q1 26 | — | — | ||
| Q4 25 | $259.3M | $6.8M | ||
| Q3 25 | $56.5M | $-10.1M | ||
| Q2 25 | $77.0M | $7.0M | ||
| Q1 25 | $50.3M | $-18.5M | ||
| Q4 24 | $60.1M | $507.0K | ||
| Q3 24 | $35.9M | $-9.6M | ||
| Q2 24 | $22.5M | $-18.4M |
自由现金流
DBRG
GKOS
| Q1 26 | — | — | ||
| Q4 25 | $258.0M | $3.9M | ||
| Q3 25 | $56.1M | $-11.7M | ||
| Q2 25 | $76.4M | $5.8M | ||
| Q1 25 | $50.0M | $-20.5M | ||
| Q4 24 | $56.5M | $-1.2M | ||
| Q3 24 | — | $-11.0M | ||
| Q2 24 | $22.3M | $-20.5M |
自由现金流率
DBRG
GKOS
| Q1 26 | — | — | ||
| Q4 25 | 244.0% | 2.7% | ||
| Q3 25 | 60.2% | -8.8% | ||
| Q2 25 | 89.5% | 4.7% | ||
| Q1 25 | 55.5% | -19.2% | ||
| Q4 24 | 55.7% | -1.2% | ||
| Q3 24 | — | -11.4% | ||
| Q2 24 | 5.7% | -21.4% |
资本支出强度
DBRG
GKOS
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 2.0% | ||
| Q3 25 | 0.4% | 1.2% | ||
| Q2 25 | 0.7% | 0.9% | ||
| Q1 25 | 0.3% | 1.8% | ||
| Q4 24 | 3.5% | 1.6% | ||
| Q3 24 | 0.0% | 1.5% | ||
| Q2 24 | 0.1% | 2.2% |
现金转化率
DBRG
GKOS
| Q1 26 | — | — | ||
| Q4 25 | 3.99× | — | ||
| Q3 25 | 1.80× | — | ||
| Q2 25 | 2.43× | — | ||
| Q1 25 | 3.65× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.61× | — | ||
| Q2 24 | 0.25× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图