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德康医疗（DXCM）与JBT Marel Corp（JBTM）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JBT Marel Corp的1.2倍（$1.3B vs $1.0B），德康医疗净利率更高（21.2% vs 5.3%，领先16.0%），JBT Marel Corp同比增速更快（115.6% vs 21.6%），过去两年JBT Marel Corp的营收复合增速更高（60.3% 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。
JBT Marel Corp（原称JBT公司、约翰宾技术公司）是主营食品加工机械及自动化车辆的企业，2008年由FMC技术公司拆分非能源业务独立注册成立，总部位于美国伊利诺伊州芝加哥，发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
DXCM vs JBTM — 直观对比
营收规模更大
DXCM
是对方的1.2倍
$1.0B
营收增速更快
JBTM
高出94.0%
21.6%
净利率更高
DXCM
高出16.0%
5.3%
两年增速更快
JBTM
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.0B |
| 净利润 | $267.3M | $53.1M |
| 毛利率 | 62.9% | 34.5% |
| 营业利润率 | 25.6% | 7.2% |
| 净利率 | 21.2% | 5.3% |
| 营收同比 | 21.6% | 115.6% |
| 净利润同比 | 153.6% | 858.6% |
| 每股收益（稀释后） | $0.67 | $1.04 |
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DXCMJBTM
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.2B | $1.0B | ||
| Q2 25 | $1.2B | $934.8M | ||
| Q1 25 | $1.0B | $854.1M | ||
| Q4 24 | $1.1B | $467.6M | ||
| Q3 24 | $994.2M | $453.8M | ||
| Q2 24 | $1.0B | $402.3M |
净利润DXCMJBTM
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $53.1M | ||
| Q3 25 | $283.8M | $66.0M | ||
| Q2 25 | $179.8M | $3.4M | ||
| Q1 25 | $105.4M | $-173.0M | ||
| Q4 24 | $151.7M | $-7.0M | ||
| Q3 24 | $134.6M | $38.9M | ||
| Q2 24 | $143.5M | $30.7M |
毛利率DXCMJBTM
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 34.5% | ||
| Q3 25 | 60.5% | 35.9% | ||
| Q2 25 | 59.5% | 35.8% | ||
| Q1 25 | 56.9% | 34.2% | ||
| Q4 24 | 58.9% | 38.4% | ||
| Q3 24 | 59.7% | 36.1% | ||
| Q2 24 | 62.4% | 35.6% |
营业利润率DXCMJBTM
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 7.2% | ||
| Q3 25 | 20.1% | 10.2% | ||
| Q2 25 | 18.4% | 5.2% | ||
| Q1 25 | 12.9% | -3.9% | ||
| Q4 24 | 17.0% | 3.4% | ||
| Q3 24 | 15.3% | 10.3% | ||
| Q2 24 | 15.7% | 6.7% |
净利率DXCMJBTM
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 5.3% | ||
| Q3 25 | 23.5% | 6.6% | ||
| Q2 25 | 15.5% | 0.4% | ||
| Q1 25 | 10.2% | -20.3% | ||
| Q4 24 | 13.6% | -1.5% | ||
| Q3 24 | 13.5% | 8.6% | ||
| Q2 24 | 14.3% | 7.6% |
每股收益（稀释后）DXCMJBTM
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $1.04 | ||
| Q3 25 | $0.70 | $1.26 | ||
| Q2 25 | $0.45 | $0.07 | ||
| Q1 25 | $0.27 | $-3.35 | ||
| Q4 24 | $0.37 | $-0.22 | ||
| Q3 24 | $0.34 | $1.21 | ||
| Q2 24 | $0.35 | $0.95 |
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 | $167.9M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $2.7B | $4.5B |
| 总资产 | $6.3B | $8.2B |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资DXCMJBTM
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $167.9M | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $904.9M | — | ||
| Q4 24 | $606.1M | $1.2B | ||
| Q3 24 | $621.2M | — | ||
| Q2 24 | $939.2M | — |
总债务DXCMJBTM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $648.3M | ||
| Q2 24 | — | $647.7M |
股东权益DXCMJBTM
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $4.5B | ||
| Q3 25 | $2.7B | $4.4B | ||
| Q2 25 | $2.6B | $4.4B | ||
| Q1 25 | $2.3B | $4.1B | ||
| Q4 24 | $2.1B | $1.5B | ||
| Q3 24 | $2.0B | $1.6B | ||
| Q2 24 | $2.4B | $1.5B |
总资产DXCMJBTM
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $8.2B | ||
| Q3 25 | $7.5B | $8.2B | ||
| Q2 25 | $7.3B | $8.3B | ||
| Q1 25 | $6.8B | $8.0B | ||
| Q4 24 | $6.5B | $3.4B | ||
| Q3 24 | $6.4B | $2.8B | ||
| Q2 24 | $6.8B | $2.7B |
负债/权益比DXCMJBTM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.81× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.43× |
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 | — | $117.4M |
| 自由现金流经营现金流 - 资本支出 | — | $83.5M |
| 自由现金流率自由现金流/营收 | — | 8.3% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 现金转化率经营现金流/净利润 | — | 2.21× |
| 过去12个月自由现金流最近4个季度 | — | $238.1M |
8季度趋势，按日历期对齐
经营现金流DXCMJBTM
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $117.4M | ||
| Q3 25 | $659.9M | $87.7M | ||
| Q2 25 | $303.0M | $102.2M | ||
| Q1 25 | $183.8M | $34.4M | ||
| Q4 24 | $301.4M | $128.7M | ||
| Q3 24 | $199.5M | $71.9M | ||
| Q2 24 | $279.4M | $21.6M |
自由现金流DXCMJBTM
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $83.5M | ||
| Q3 25 | $579.4M | $56.5M | ||
| Q2 25 | $208.9M | $83.7M | ||
| Q1 25 | $96.8M | $14.4M | ||
| Q4 24 | $176.8M | $118.7M | ||
| Q3 24 | $88.3M | $65.0M | ||
| Q2 24 | $213.3M | $11.1M |
自由现金流率DXCMJBTM
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 8.3% | ||
| Q3 25 | 47.9% | 5.6% | ||
| Q2 25 | 18.1% | 9.0% | ||
| Q1 25 | 9.3% | 1.7% | ||
| Q4 24 | 15.9% | 25.4% | ||
| Q3 24 | 8.9% | 14.3% | ||
| Q2 24 | 21.2% | 2.8% |
资本支出强度DXCMJBTM
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 3.4% | ||
| Q3 25 | 6.7% | 3.1% | ||
| Q2 25 | 8.1% | 2.0% | ||
| Q1 25 | 8.4% | 2.3% | ||
| Q4 24 | 11.2% | 2.1% | ||
| Q3 24 | 11.2% | 1.5% | ||
| Q2 24 | 6.6% | 2.6% |
现金转化率DXCMJBTM
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 2.21× | ||
| Q3 25 | 2.33× | 1.33× | ||
| Q2 25 | 1.69× | 30.06× | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 1.99× | — | ||
| Q3 24 | 1.48× | 1.85× | ||
| Q2 24 | 1.95× | 0.70× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
