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德康医疗(DXCM)与IES Holdings, Inc.(IESC)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IES Holdings, Inc.的1.4倍($1.3B vs $871.0M),德康医疗净利率更高(21.2% vs 10.5%,领先10.7%),德康医疗同比增速更快(21.6% vs 16.2%),过去两年德康医疗的营收复合增速更高(12.0% vs 11.1%)
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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.,主营业务为集成电气及技术系统的设计与安装,同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
DXCM vs IESC — 直观对比
营收规模更大
DXCM
是对方的1.4倍
$871.0M
营收增速更快
DXCM
高出5.4%
16.2%
净利率更高
DXCM
高出10.7%
10.5%
两年增速更快
DXCM
近两年复合增速
11.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $871.0M |
| 净利润 | $267.3M | $91.8M |
| 毛利率 | 62.9% | 25.3% |
| 营业利润率 | 25.6% | 11.2% |
| 净利率 | 21.2% | 10.5% |
| 营收同比 | 21.6% | 16.2% |
| 净利润同比 | 153.6% | 59.1% |
| 每股收益(稀释后) | $0.67 | $4.51 |
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
DXCM
IESC
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $871.0M | ||
| Q3 25 | $1.2B | $897.8M | ||
| Q2 25 | $1.2B | $890.2M | ||
| Q1 25 | $1.0B | $834.0M | ||
| Q4 24 | $1.1B | $749.5M | ||
| Q3 24 | $994.2M | $775.8M | ||
| Q2 24 | $1.0B | $768.4M |
净利润
DXCM
IESC
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $91.8M | ||
| Q3 25 | $283.8M | $102.3M | ||
| Q2 25 | $179.8M | $79.3M | ||
| Q1 25 | $105.4M | $72.6M | ||
| Q4 24 | $151.7M | $57.7M | ||
| Q3 24 | $134.6M | $65.5M | ||
| Q2 24 | $143.5M | $66.6M |
毛利率
DXCM
IESC
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 25.3% | ||
| Q3 25 | 60.5% | 26.0% | ||
| Q2 25 | 59.5% | 26.9% | ||
| Q1 25 | 56.9% | 25.0% | ||
| Q4 24 | 58.9% | 23.8% | ||
| Q3 24 | 59.7% | 24.0% | ||
| Q2 24 | 62.4% | 25.3% |
营业利润率
DXCM
IESC
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 11.2% | ||
| Q3 25 | 20.1% | 11.6% | ||
| Q2 25 | 18.4% | 12.6% | ||
| Q1 25 | 12.9% | 11.1% | ||
| Q4 24 | 17.0% | 10.0% | ||
| Q3 24 | 15.3% | 9.7% | ||
| Q2 24 | 15.7% | 11.7% |
净利率
DXCM
IESC
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 10.5% | ||
| Q3 25 | 23.5% | 11.4% | ||
| Q2 25 | 15.5% | 8.9% | ||
| Q1 25 | 10.2% | 8.7% | ||
| Q4 24 | 13.6% | 7.7% | ||
| Q3 24 | 13.5% | 8.4% | ||
| Q2 24 | 14.3% | 8.7% |
每股收益(稀释后)
DXCM
IESC
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $4.51 | ||
| Q3 25 | $0.70 | $4.99 | ||
| Q2 25 | $0.45 | $3.81 | ||
| Q1 25 | $0.27 | $3.50 | ||
| Q4 24 | $0.37 | $2.72 | ||
| Q3 24 | $0.34 | $3.06 | ||
| Q2 24 | $0.35 | $2.67 |
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 | $258.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $961.1M |
| 总资产 | $6.3B | $1.7B |
| 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
DXCM
IESC
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $258.7M | ||
| Q3 25 | $1.8B | $231.8M | ||
| Q2 25 | $1.2B | $168.3M | ||
| Q1 25 | $904.9M | $88.3M | ||
| Q4 24 | $606.1M | $112.0M | ||
| Q3 24 | $621.2M | $135.8M | ||
| Q2 24 | $939.2M | $44.9M |
股东权益
DXCM
IESC
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $961.1M | ||
| Q3 25 | $2.7B | $884.0M | ||
| Q2 25 | $2.6B | $781.4M | ||
| Q1 25 | $2.3B | $705.8M | ||
| Q4 24 | $2.1B | $652.4M | ||
| Q3 24 | $2.0B | $611.1M | ||
| Q2 24 | $2.4B | $567.5M |
总资产
DXCM
IESC
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $1.7B | ||
| Q3 25 | $7.5B | $1.6B | ||
| Q2 25 | $7.3B | $1.5B | ||
| Q1 25 | $6.8B | $1.4B | ||
| Q4 24 | $6.5B | $1.3B | ||
| Q3 24 | $6.4B | $1.2B | ||
| Q2 24 | $6.8B | $1.2B |
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 | — | $27.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-18.9M |
| 自由现金流率自由现金流/营收 | — | -2.2% |
| 资本支出强度资本支出/营收 | — | 5.3% |
| 现金转化率经营现金流/净利润 | — | 0.30× |
| 过去12个月自由现金流最近4个季度 | — | $175.9M |
8季度趋势,按日历期对齐
经营现金流
DXCM
IESC
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $27.7M | ||
| Q3 25 | $659.9M | $132.0M | ||
| Q2 25 | $303.0M | $92.0M | ||
| Q1 25 | $183.8M | $24.8M | ||
| Q4 24 | $301.4M | $37.3M | ||
| Q3 24 | $199.5M | $92.8M | ||
| Q2 24 | $279.4M | $82.9M |
自由现金流
DXCM
IESC
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $-18.9M | ||
| Q3 25 | $579.4M | $112.0M | ||
| Q2 25 | $208.9M | $74.8M | ||
| Q1 25 | $96.8M | $7.9M | ||
| Q4 24 | $176.8M | $24.1M | ||
| Q3 24 | $88.3M | $78.5M | ||
| Q2 24 | $213.3M | $65.4M |
自由现金流率
DXCM
IESC
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | -2.2% | ||
| Q3 25 | 47.9% | 12.5% | ||
| Q2 25 | 18.1% | 8.4% | ||
| Q1 25 | 9.3% | 0.9% | ||
| Q4 24 | 15.9% | 3.2% | ||
| Q3 24 | 8.9% | 10.1% | ||
| Q2 24 | 21.2% | 8.5% |
资本支出强度
DXCM
IESC
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 5.3% | ||
| Q3 25 | 6.7% | 2.2% | ||
| Q2 25 | 8.1% | 1.9% | ||
| Q1 25 | 8.4% | 2.0% | ||
| Q4 24 | 11.2% | 1.8% | ||
| Q3 24 | 11.2% | 1.8% | ||
| Q2 24 | 6.6% | 2.3% |
现金转化率
DXCM
IESC
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 0.30× | ||
| Q3 25 | 2.33× | 1.29× | ||
| Q2 25 | 1.69× | 1.16× | ||
| Q1 25 | 1.74× | 0.34× | ||
| Q4 24 | 1.99× | 0.65× | ||
| Q3 24 | 1.48× | 1.42× | ||
| Q2 24 | 1.95× | 1.24× |
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
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |