vs
德康医疗（DXCM）与Fabrinet（FN）财务数据对比。点击上方公司名可切换其他公司
德康医疗的季度营收约是Fabrinet的1.1倍（$1.3B vs $1.1B），德康医疗净利率更高（21.2% vs 9.9%，领先11.3%），Fabrinet同比增速更快（35.9% vs 21.6%），过去两年Fabrinet的营收复合增速更高（24.4% vs 12.0%）
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。
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
DXCM vs FN — 直观对比
营收规模更大
DXCM
是对方的1.1倍
$1.1B
营收增速更快
FN
高出14.3%
21.6%
净利率更高
DXCM
高出11.3%
9.9%
两年增速更快
FN
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.1B |
| 净利润 | $267.3M | $112.6M |
| 毛利率 | 62.9% | 12.2% |
| 营业利润率 | 25.6% | 10.1% |
| 净利率 | 21.2% | 9.9% |
| 营收同比 | 21.6% | 35.9% |
| 净利润同比 | 153.6% | 30.0% |
| 每股收益（稀释后） | $0.67 | $3.11 |
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DXCMFN
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.2B | $978.1M | ||
| Q2 25 | $1.2B | $909.7M | ||
| Q1 25 | $1.0B | $871.8M | ||
| Q4 24 | $1.1B | $833.6M | ||
| Q3 24 | $994.2M | $804.2M | ||
| Q2 24 | $1.0B | $753.3M |
净利润DXCMFN
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $112.6M | ||
| Q3 25 | $283.8M | $95.9M | ||
| Q2 25 | $179.8M | $87.2M | ||
| Q1 25 | $105.4M | $81.3M | ||
| Q4 24 | $151.7M | $86.6M | ||
| Q3 24 | $134.6M | $77.4M | ||
| Q2 24 | $143.5M | $81.1M |
毛利率DXCMFN
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 12.2% | ||
| Q3 25 | 60.5% | 11.9% | ||
| Q2 25 | 59.5% | 12.2% | ||
| Q1 25 | 56.9% | 11.7% | ||
| Q4 24 | 58.9% | 12.1% | ||
| Q3 24 | 59.7% | 12.3% | ||
| Q2 24 | 62.4% | 12.3% |
营业利润率DXCMFN
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 10.1% | ||
| Q3 25 | 20.1% | 9.6% | ||
| Q2 25 | 18.4% | 9.8% | ||
| Q1 25 | 12.9% | 9.0% | ||
| Q4 24 | 17.0% | 9.5% | ||
| Q3 24 | 15.3% | 9.6% | ||
| Q2 24 | 15.7% | 9.7% |
净利率DXCMFN
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 9.9% | ||
| Q3 25 | 23.5% | 9.8% | ||
| Q2 25 | 15.5% | 9.6% | ||
| Q1 25 | 10.2% | 9.3% | ||
| Q4 24 | 13.6% | 10.4% | ||
| Q3 24 | 13.5% | 9.6% | ||
| Q2 24 | 14.3% | 10.8% |
每股收益（稀释后）DXCMFN
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $3.11 | ||
| Q3 25 | $0.70 | $2.66 | ||
| Q2 25 | $0.45 | $2.41 | ||
| Q1 25 | $0.27 | $2.25 | ||
| Q4 24 | $0.37 | $2.38 | ||
| Q3 24 | $0.34 | $2.13 | ||
| Q2 24 | $0.35 | $2.22 |
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 | $960.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $2.2B |
| 总资产 | $6.3B | $3.3B |
| 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DXCMFN
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $960.8M | ||
| Q3 25 | $1.8B | $968.8M | ||
| Q2 25 | $1.2B | $934.2M | ||
| Q1 25 | $904.9M | $950.7M | ||
| Q4 24 | $606.1M | $934.6M | ||
| Q3 24 | $621.2M | $908.9M | ||
| Q2 24 | $939.2M | $858.6M |
股东权益DXCMFN
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $2.2B | ||
| Q3 25 | $2.7B | $2.1B | ||
| Q2 25 | $2.6B | $2.0B | ||
| Q1 25 | $2.3B | $1.9B | ||
| Q4 24 | $2.1B | $1.8B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $2.4B | $1.7B |
总资产DXCMFN
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $3.3B | ||
| Q3 25 | $7.5B | $3.0B | ||
| Q2 25 | $7.3B | $2.8B | ||
| Q1 25 | $6.8B | $2.6B | ||
| Q4 24 | $6.5B | $2.5B | ||
| Q3 24 | $6.4B | $2.4B | ||
| Q2 24 | $6.8B | $2.3B |
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 | — | $46.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.3M |
| 自由现金流率自由现金流/营收 | — | -0.5% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 现金转化率经营现金流/净利润 | — | 0.41× |
| 过去12个月自由现金流最近4个季度 | — | $102.3M |
8季度趋势，按日历期对齐
经营现金流DXCMFN
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $46.3M | ||
| Q3 25 | $659.9M | $102.6M | ||
| Q2 25 | $303.0M | $55.1M | ||
| Q1 25 | $183.8M | $74.2M | ||
| Q4 24 | $301.4M | $115.9M | ||
| Q3 24 | $199.5M | $83.2M | ||
| Q2 24 | $279.4M | $83.1M |
自由现金流DXCMFN
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $-5.3M | ||
| Q3 25 | $579.4M | $57.3M | ||
| Q2 25 | $208.9M | $4.7M | ||
| Q1 25 | $96.8M | $45.7M | ||
| Q4 24 | $176.8M | $94.0M | ||
| Q3 24 | $88.3M | $62.9M | ||
| Q2 24 | $213.3M | $70.4M |
自由现金流率DXCMFN
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | -0.5% | ||
| Q3 25 | 47.9% | 5.9% | ||
| Q2 25 | 18.1% | 0.5% | ||
| Q1 25 | 9.3% | 5.2% | ||
| Q4 24 | 15.9% | 11.3% | ||
| Q3 24 | 8.9% | 7.8% | ||
| Q2 24 | 21.2% | 9.3% |
资本支出强度DXCMFN
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 4.6% | ||
| Q3 25 | 6.7% | 4.6% | ||
| Q2 25 | 8.1% | 5.5% | ||
| Q1 25 | 8.4% | 3.3% | ||
| Q4 24 | 11.2% | 2.6% | ||
| Q3 24 | 11.2% | 2.5% | ||
| Q2 24 | 6.6% | 1.7% |
现金转化率DXCMFN
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 0.41× | ||
| Q3 25 | 2.33× | 1.07× | ||
| Q2 25 | 1.69× | 0.63× | ||
| Q1 25 | 1.74× | 0.91× | ||
| Q4 24 | 1.99× | 1.34× | ||
| Q3 24 | 1.48× | 1.07× | ||
| Q2 24 | 1.95× | 1.02× |
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
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
