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德康医疗（DXCM）与HUBSPOT INC（HUBS）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HUBSPOT INC的1.5倍（$1.3B vs $846.7M），德康医疗净利率更高（21.2% vs 6.4%，领先14.8%），德康医疗同比增速更快（21.6% vs 20.4%），过去两年HUBSPOT INC的营收复合增速更高（17.1% 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。
HubSpot Inc.是总部位于美国马萨诸塞州剑桥市的企业服务提供商，2006年由布莱恩·哈利根与达尔梅什·沙阿联合创立，专注于研发和推广适配营销、销售及客户服务全场景的软件产品，为全球各规模企业的数字化运营提供工具支持。
DXCM vs HUBS — 直观对比
营收规模更大
DXCM
是对方的1.5倍
$846.7M
营收增速更快
DXCM
高出1.2%
20.4%
净利率更高
DXCM
高出14.8%
6.4%
两年增速更快
HUBS
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $846.7M |
| 净利润 | $267.3M | $54.4M |
| 毛利率 | 62.9% | 83.7% |
| 营业利润率 | 25.6% | 5.7% |
| 净利率 | 21.2% | 6.4% |
| 营收同比 | 21.6% | 20.4% |
| 净利润同比 | 153.6% | 992.2% |
| 每股收益（稀释后） | $0.67 | $1.03 |
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DXCMHUBS
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $846.7M | ||
| Q3 25 | $1.2B | $809.5M | ||
| Q2 25 | $1.2B | $760.9M | ||
| Q1 25 | $1.0B | $714.1M | ||
| Q4 24 | $1.1B | $703.2M | ||
| Q3 24 | $994.2M | $669.7M | ||
| Q2 24 | $1.0B | $637.2M |
净利润DXCMHUBS
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $54.4M | ||
| Q3 25 | $283.8M | $16.5M | ||
| Q2 25 | $179.8M | $-3.3M | ||
| Q1 25 | $105.4M | $-21.8M | ||
| Q4 24 | $151.7M | $5.0M | ||
| Q3 24 | $134.6M | $8.1M | ||
| Q2 24 | $143.5M | $-14.4M |
毛利率DXCMHUBS
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 83.7% | ||
| Q3 25 | 60.5% | 83.5% | ||
| Q2 25 | 59.5% | 83.9% | ||
| Q1 25 | 56.9% | 83.9% | ||
| Q4 24 | 58.9% | 85.3% | ||
| Q3 24 | 59.7% | 85.2% | ||
| Q2 24 | 62.4% | 85.0% |
营业利润率DXCMHUBS
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 5.7% | ||
| Q3 25 | 20.1% | 1.4% | ||
| Q2 25 | 18.4% | -3.2% | ||
| Q1 25 | 12.9% | -3.8% | ||
| Q4 24 | 17.0% | -1.5% | ||
| Q3 24 | 15.3% | -1.4% | ||
| Q2 24 | 15.7% | -3.8% |
净利率DXCMHUBS
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 6.4% | ||
| Q3 25 | 23.5% | 2.0% | ||
| Q2 25 | 15.5% | -0.4% | ||
| Q1 25 | 10.2% | -3.1% | ||
| Q4 24 | 13.6% | 0.7% | ||
| Q3 24 | 13.5% | 1.2% | ||
| Q2 24 | 14.3% | -2.3% |
每股收益（稀释后）DXCMHUBS
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $1.03 | ||
| Q3 25 | $0.70 | $0.31 | ||
| Q2 25 | $0.45 | $-0.06 | ||
| Q1 25 | $0.27 | $-0.42 | ||
| Q4 24 | $0.37 | $0.09 | ||
| Q3 24 | $0.34 | $0.16 | ||
| Q2 24 | $0.35 | $-0.28 |
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 | $882.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $2.1B |
| 总资产 | $6.3B | $3.9B |
| 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DXCMHUBS
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $882.2M | ||
| Q3 25 | $1.8B | $614.4M | ||
| Q2 25 | $1.2B | $601.2M | ||
| Q1 25 | $904.9M | $625.0M | ||
| Q4 24 | $606.1M | $512.7M | ||
| Q3 24 | $621.2M | $410.1M | ||
| Q2 24 | $939.2M | $797.9M |
股东权益DXCMHUBS
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $2.1B | ||
| Q3 25 | $2.7B | $1.9B | ||
| Q2 25 | $2.6B | $2.1B | ||
| Q1 25 | $2.3B | $2.0B | ||
| Q4 24 | $2.1B | $1.9B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $2.4B | $1.6B |
总资产DXCMHUBS
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $3.9B | ||
| Q3 25 | $7.5B | $3.5B | ||
| Q2 25 | $7.3B | $3.7B | ||
| Q1 25 | $6.8B | $3.9B | ||
| Q4 24 | $6.5B | $3.8B | ||
| Q3 24 | $6.4B | $3.6B | ||
| Q2 24 | $6.8B | $3.4B |
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 | — | $247.4M |
| 自由现金流经营现金流 - 资本支出 | — | $234.0M |
| 自由现金流率自由现金流/营收 | — | 27.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | — | 4.55× |
| 过去12个月自由现金流最近4个季度 | — | $707.6M |
8季度趋势，按日历期对齐
经营现金流DXCMHUBS
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $247.4M | ||
| Q3 25 | $659.9M | $187.4M | ||
| Q2 25 | $303.0M | $164.4M | ||
| Q1 25 | $183.8M | $161.6M | ||
| Q4 24 | $301.4M | $194.1M | ||
| Q3 24 | $199.5M | $159.5M | ||
| Q2 24 | $279.4M | $117.8M |
自由现金流DXCMHUBS
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $234.0M | ||
| Q3 25 | $579.4M | $177.0M | ||
| Q2 25 | $208.9M | $148.3M | ||
| Q1 25 | $96.8M | $148.2M | ||
| Q4 24 | $176.8M | $181.4M | ||
| Q3 24 | $88.3M | $148.4M | ||
| Q2 24 | $213.3M | $109.6M |
自由现金流率DXCMHUBS
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 27.6% | ||
| Q3 25 | 47.9% | 21.9% | ||
| Q2 25 | 18.1% | 19.5% | ||
| Q1 25 | 9.3% | 20.8% | ||
| Q4 24 | 15.9% | 25.8% | ||
| Q3 24 | 8.9% | 22.2% | ||
| Q2 24 | 21.2% | 17.2% |
资本支出强度DXCMHUBS
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 1.6% | ||
| Q3 25 | 6.7% | 1.3% | ||
| Q2 25 | 8.1% | 2.1% | ||
| Q1 25 | 8.4% | 1.9% | ||
| Q4 24 | 11.2% | 1.8% | ||
| Q3 24 | 11.2% | 1.7% | ||
| Q2 24 | 6.6% | 1.3% |
现金转化率DXCMHUBS
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 4.55× | ||
| Q3 25 | 2.33× | 11.33× | ||
| Q2 25 | 1.69× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 1.99× | 38.96× | ||
| Q3 24 | 1.48× | 19.59× | ||
| Q2 24 | 1.95× | — |
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
HUBS
| Subscription And Circulation | $829.0M | 98% |
| Services | $17.8M | 2% |
