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德康医疗（DXCM）与Fastenal（FAST）财务数据对比。点击上方公司名可切换其他公司
Fastenal的季度营收约是德康医疗的1.6倍（$2.0B vs $1.3B），德康医疗净利率更高（21.2% vs 14.5%，领先6.7%），德康医疗同比增速更快（21.6% vs 3.5%），过去两年德康医疗的营收复合增速更高（12.0% vs 2.9%）
德康医疗是美国跨国医疗保健企业，专注于研发、生产及销售糖尿病管理领域的连续血糖监测（CGM）系列系统。其全球总部及研发中心位于美国加利福尼亚州圣地亚哥，生产基地分布于美国亚利桑那州梅萨、马来西亚峇都交湾及爱尔兰戈尔韦郡阿斯里。
Fastenal是1967年成立的美国上市企业，总部位于明尼苏达州威诺纳，是北美最大的紧固件分销商，同时也是工业和建筑用品的主流供应商，可提供货柜备货、智能售货柜、库存管理、物流配送等一站式供应链解决方案。
DXCM vs FAST — 直观对比
营收规模更大
FAST
是对方的1.6倍
$1.3B
营收增速更快
DXCM
高出18.1%
3.5%
净利率更高
DXCM
高出6.7%
14.5%
两年增速更快
DXCM
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.0B |
| 净利润 | $267.3M | $293.9M |
| 毛利率 | 62.9% | 44.3% |
| 营业利润率 | 25.6% | 18.9% |
| 净利率 | 21.2% | 14.5% |
| 营收同比 | 21.6% | 3.5% |
| 净利润同比 | 153.6% | -1.6% |
| 每股收益（稀释后） | $0.67 | $-0.01 |
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DXCMFAST
| Q1 26 | $1.3B | $2.0B | ||
| Q4 25 | $1.3B | $2.0B | ||
| Q3 25 | $1.2B | $2.1B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $994.2M | $1.9B | ||
| Q2 24 | $1.0B | $1.9B |
净利润DXCMFAST
| Q1 26 | $267.3M | $293.9M | ||
| Q4 25 | $267.3M | $293.9M | ||
| Q3 25 | $283.8M | $335.5M | ||
| Q2 25 | $179.8M | $330.3M | ||
| Q1 25 | $105.4M | $298.7M | ||
| Q4 24 | $151.7M | $262.1M | ||
| Q3 24 | $134.6M | $298.1M | ||
| Q2 24 | $143.5M | $292.7M |
毛利率DXCMFAST
| Q1 26 | 62.9% | 44.3% | ||
| Q4 25 | 62.9% | 44.3% | ||
| Q3 25 | 60.5% | 45.3% | ||
| Q2 25 | 59.5% | 45.3% | ||
| Q1 25 | 56.9% | 45.1% | ||
| Q4 24 | 58.9% | 44.8% | ||
| Q3 24 | 59.7% | 44.9% | ||
| Q2 24 | 62.4% | 45.1% |
营业利润率DXCMFAST
| Q1 26 | 25.6% | 18.9% | ||
| Q4 25 | 25.6% | 18.9% | ||
| Q3 25 | 20.1% | 20.7% | ||
| Q2 25 | 18.4% | 21.0% | ||
| Q1 25 | 12.9% | 20.1% | ||
| Q4 24 | 17.0% | 18.9% | ||
| Q3 24 | 15.3% | 20.3% | ||
| Q2 24 | 15.7% | 20.2% |
净利率DXCMFAST
| Q1 26 | 21.2% | 14.5% | ||
| Q4 25 | 21.2% | 14.5% | ||
| Q3 25 | 23.5% | 15.7% | ||
| Q2 25 | 15.5% | 15.9% | ||
| Q1 25 | 10.2% | 15.2% | ||
| Q4 24 | 13.6% | 14.4% | ||
| Q3 24 | 13.5% | 15.6% | ||
| Q2 24 | 14.3% | 15.3% |
每股收益（稀释后）DXCMFAST
| Q1 26 | $0.67 | $-0.01 | ||
| Q4 25 | $0.67 | $-0.01 | ||
| Q3 25 | $0.70 | $0.29 | ||
| Q2 25 | $0.45 | $0.29 | ||
| Q1 25 | $0.27 | $0.52 | ||
| Q4 24 | $0.37 | $0.45 | ||
| Q3 24 | $0.34 | $0.52 | ||
| Q2 24 | $0.35 | $0.51 |
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 | $917.7M | $276.8M |
| 总债务越低越好 | — | $125.0M |
| 股东权益账面价值 | $2.7B | $3.9B |
| 总资产 | $6.3B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资DXCMFAST
| Q1 26 | $917.7M | $276.8M | ||
| Q4 25 | $917.7M | $276.8M | ||
| Q3 25 | $1.8B | $288.1M | ||
| Q2 25 | $1.2B | $237.8M | ||
| Q1 25 | $904.9M | $231.8M | ||
| Q4 24 | $606.1M | $255.8M | ||
| Q3 24 | $621.2M | $292.2M | ||
| Q2 24 | $939.2M | $255.5M |
总债务DXCMFAST
| Q1 26 | — | $125.0M | ||
| Q4 25 | — | $125.0M | ||
| Q3 25 | — | $195.0M | ||
| Q2 25 | — | $230.0M | ||
| Q1 25 | — | $200.0M | ||
| Q4 24 | — | $200.0M | ||
| Q3 24 | — | $240.0M | ||
| Q2 24 | — | $235.0M |
股东权益DXCMFAST
| Q1 26 | $2.7B | $3.9B | ||
| Q4 25 | $2.7B | $3.9B | ||
| Q3 25 | $2.7B | $3.9B | ||
| Q2 25 | $2.6B | $3.8B | ||
| Q1 25 | $2.3B | $3.7B | ||
| Q4 24 | $2.1B | $3.6B | ||
| Q3 24 | $2.0B | $3.6B | ||
| Q2 24 | $2.4B | $3.5B |
总资产DXCMFAST
| Q1 26 | $6.3B | $5.1B | ||
| Q4 25 | $6.3B | $5.1B | ||
| Q3 25 | $7.5B | $5.1B | ||
| Q2 25 | $7.3B | $5.0B | ||
| Q1 25 | $6.8B | $4.9B | ||
| Q4 24 | $6.5B | $4.7B | ||
| Q3 24 | $6.4B | $4.7B | ||
| Q2 24 | $6.8B | $4.6B |
负债/权益比DXCMFAST
| Q1 26 | — | 0.03× | ||
| Q4 25 | — | 0.03× | ||
| Q3 25 | — | 0.05× | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | — | 0.05× | ||
| Q4 24 | — | 0.06× | ||
| Q3 24 | — | 0.07× | ||
| Q2 24 | — | 0.07× |
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 | — | $368.2M |
| 自由现金流经营现金流 - 资本支出 | — | $308.2M |
| 自由现金流率自由现金流/营收 | — | 15.2% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | — | 1.25× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流DXCMFAST
| Q1 26 | — | $368.2M | ||
| Q4 25 | $294.0M | $368.2M | ||
| Q3 25 | $659.9M | $386.9M | ||
| Q2 25 | $303.0M | $278.6M | ||
| Q1 25 | $183.8M | $262.2M | ||
| Q4 24 | $301.4M | $282.8M | ||
| Q3 24 | $199.5M | $296.9M | ||
| Q2 24 | $279.4M | $258.0M |
自由现金流DXCMFAST
| Q1 26 | — | $308.2M | ||
| Q4 25 | $192.1M | $308.2M | ||
| Q3 25 | $579.4M | $326.6M | ||
| Q2 25 | $208.9M | $209.3M | ||
| Q1 25 | $96.8M | $206.5M | ||
| Q4 24 | $176.8M | $222.6M | ||
| Q3 24 | $88.3M | $237.5M | ||
| Q2 24 | $213.3M | $201.9M |
自由现金流率DXCMFAST
| Q1 26 | — | 15.2% | ||
| Q4 25 | 15.3% | 15.2% | ||
| Q3 25 | 47.9% | 15.3% | ||
| Q2 25 | 18.1% | 10.1% | ||
| Q1 25 | 9.3% | 10.5% | ||
| Q4 24 | 15.9% | 12.2% | ||
| Q3 24 | 8.9% | 12.4% | ||
| Q2 24 | 21.2% | 10.5% |
资本支出强度DXCMFAST
| Q1 26 | — | 3.0% | ||
| Q4 25 | 8.1% | 3.0% | ||
| Q3 25 | 6.7% | 2.8% | ||
| Q2 25 | 8.1% | 3.3% | ||
| Q1 25 | 8.4% | 2.8% | ||
| Q4 24 | 11.2% | 3.3% | ||
| Q3 24 | 11.2% | 3.1% | ||
| Q2 24 | 6.6% | 2.9% |
现金转化率DXCMFAST
| Q1 26 | — | 1.25× | ||
| Q4 25 | 1.10× | 1.25× | ||
| Q3 25 | 2.33× | 1.15× | ||
| Q2 25 | 1.69× | 0.84× | ||
| Q1 25 | 1.74× | 0.88× | ||
| Q4 24 | 1.99× | 1.08× | ||
| Q3 24 | 1.48× | 1.00× | ||
| Q2 24 | 1.95× | 0.88× |
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
DXCM
暂无分部数据
FAST
| Reportable Segment Aggregation Before Other Operating Segment | $1.8B | 90% |
| Other | $211.2M | 10% |
