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德康医疗（DXCM）与帕兰提尔科技（PLTR）财务数据对比。点击上方公司名可切换其他公司
帕兰提尔科技的季度营收约是德康医疗的1.1倍（$1.4B vs $1.3B），帕兰提尔科技净利率更高（43.3% vs 21.2%，领先22.0%），帕兰提尔科技同比增速更快（70.0% vs 21.6%），过去两年帕兰提尔科技的营收复合增速更高（48.9% 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。
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
DXCM vs PLTR — 直观对比
营收规模更大
PLTR
是对方的1.1倍
$1.3B
营收增速更快
PLTR
高出48.4%
21.6%
净利率更高
PLTR
高出22.0%
21.2%
两年增速更快
PLTR
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $267.3M | $608.7M |
| 毛利率 | 62.9% | 84.6% |
| 营业利润率 | 25.6% | 40.9% |
| 净利率 | 21.2% | 43.3% |
| 营收同比 | 21.6% | 70.0% |
| 净利润同比 | 153.6% | 670.4% |
| 每股收益（稀释后） | $0.67 | $0.24 |
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DXCMPLTR
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.2B | $1.0B | ||
| Q1 25 | $1.0B | $883.9M | ||
| Q4 24 | $1.1B | $827.5M | ||
| Q3 24 | $994.2M | $725.5M | ||
| Q2 24 | $1.0B | $678.1M |
净利润DXCMPLTR
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $608.7M | ||
| Q3 25 | $283.8M | $475.6M | ||
| Q2 25 | $179.8M | $326.7M | ||
| Q1 25 | $105.4M | $214.0M | ||
| Q4 24 | $151.7M | $79.0M | ||
| Q3 24 | $134.6M | $143.5M | ||
| Q2 24 | $143.5M | $134.1M |
毛利率DXCMPLTR
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 84.6% | ||
| Q3 25 | 60.5% | 82.4% | ||
| Q2 25 | 59.5% | 80.8% | ||
| Q1 25 | 56.9% | 80.4% | ||
| Q4 24 | 58.9% | 78.9% | ||
| Q3 24 | 59.7% | 79.8% | ||
| Q2 24 | 62.4% | 81.0% |
营业利润率DXCMPLTR
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 40.9% | ||
| Q3 25 | 20.1% | 33.3% | ||
| Q2 25 | 18.4% | 26.8% | ||
| Q1 25 | 12.9% | 19.9% | ||
| Q4 24 | 17.0% | 1.3% | ||
| Q3 24 | 15.3% | 15.6% | ||
| Q2 24 | 15.7% | 15.5% |
净利率DXCMPLTR
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 43.3% | ||
| Q3 25 | 23.5% | 40.3% | ||
| Q2 25 | 15.5% | 32.6% | ||
| Q1 25 | 10.2% | 24.2% | ||
| Q4 24 | 13.6% | 9.5% | ||
| Q3 24 | 13.5% | 19.8% | ||
| Q2 24 | 14.3% | 19.8% |
每股收益（稀释后）DXCMPLTR
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $0.24 | ||
| Q3 25 | $0.70 | $0.18 | ||
| Q2 25 | $0.45 | $0.13 | ||
| Q1 25 | $0.27 | $0.08 | ||
| Q4 24 | $0.37 | $0.03 | ||
| Q3 24 | $0.34 | $0.06 | ||
| Q2 24 | $0.35 | $0.06 |
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 | $7.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $7.4B |
| 总资产 | $6.3B | $8.9B |
| 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DXCMPLTR
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $7.2B | ||
| Q3 25 | $1.8B | $6.4B | ||
| Q2 25 | $1.2B | $6.0B | ||
| Q1 25 | $904.9M | $5.4B | ||
| Q4 24 | $606.1M | $5.2B | ||
| Q3 24 | $621.2M | $4.6B | ||
| Q2 24 | $939.2M | $4.0B |
股东权益DXCMPLTR
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $7.4B | ||
| Q3 25 | $2.7B | $6.6B | ||
| Q2 25 | $2.6B | $5.9B | ||
| Q1 25 | $2.3B | $5.4B | ||
| Q4 24 | $2.1B | $5.0B | ||
| Q3 24 | $2.0B | $4.5B | ||
| Q2 24 | $2.4B | $4.1B |
总资产DXCMPLTR
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $8.9B | ||
| Q3 25 | $7.5B | $8.1B | ||
| Q2 25 | $7.3B | $7.4B | ||
| Q1 25 | $6.8B | $6.7B | ||
| Q4 24 | $6.5B | $6.3B | ||
| Q3 24 | $6.4B | $5.8B | ||
| Q2 24 | $6.8B | $5.2B |
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 | — | $777.3M |
| 自由现金流经营现金流 - 资本支出 | — | $764.0M |
| 自由现金流率自由现金流/营收 | — | 54.3% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 现金转化率经营现金流/净利润 | — | 1.28× |
| 过去12个月自由现金流最近4个季度 | — | $2.1B |
8季度趋势，按日历期对齐
经营现金流DXCMPLTR
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $777.3M | ||
| Q3 25 | $659.9M | $507.7M | ||
| Q2 25 | $303.0M | $539.3M | ||
| Q1 25 | $183.8M | $310.3M | ||
| Q4 24 | $301.4M | $460.3M | ||
| Q3 24 | $199.5M | $419.8M | ||
| Q2 24 | $279.4M | $144.2M |
自由现金流DXCMPLTR
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $764.0M | ||
| Q3 25 | $579.4M | $500.9M | ||
| Q2 25 | $208.9M | $531.6M | ||
| Q1 25 | $96.8M | $304.1M | ||
| Q4 24 | $176.8M | $457.2M | ||
| Q3 24 | $88.3M | $415.8M | ||
| Q2 24 | $213.3M | $141.3M |
自由现金流率DXCMPLTR
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 54.3% | ||
| Q3 25 | 47.9% | 42.4% | ||
| Q2 25 | 18.1% | 53.0% | ||
| Q1 25 | 9.3% | 34.4% | ||
| Q4 24 | 15.9% | 55.3% | ||
| Q3 24 | 8.9% | 57.3% | ||
| Q2 24 | 21.2% | 20.8% |
资本支出强度DXCMPLTR
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 0.9% | ||
| Q3 25 | 6.7% | 0.6% | ||
| Q2 25 | 8.1% | 0.8% | ||
| Q1 25 | 8.4% | 0.7% | ||
| Q4 24 | 11.2% | 0.4% | ||
| Q3 24 | 11.2% | 0.5% | ||
| Q2 24 | 6.6% | 0.4% |
现金转化率DXCMPLTR
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 1.28× | ||
| Q3 25 | 2.33× | 1.07× | ||
| Q2 25 | 1.69× | 1.65× | ||
| Q1 25 | 1.74× | 1.45× | ||
| Q4 24 | 1.99× | 5.83× | ||
| Q3 24 | 1.48× | 2.92× | ||
| Q2 24 | 1.95× | 1.08× |
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
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
