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德康医疗（DXCM）与Post Holdings, Inc.（POST）财务数据对比。点击上方公司名可切换其他公司
Post Holdings, Inc.的季度营收约是德康医疗的1.7倍（$2.2B vs $1.3B），德康医疗净利率更高（21.2% vs 4.5%，领先16.8%），德康医疗同比增速更快（21.6% vs 10.1%），过去两年德康医疗的营收复合增速更高（12.0% vs 4.3%）
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。
Post Holdings, Inc.是美国头部包装消费品食品生产商，旗下拥有知名食品业务板块Post Consumer Brands，总部坐落于明尼苏达州莱克维尔，其生产的食品类快消品覆盖北美及全球多个市场，深受消费者喜爱。
DXCM vs POST — 直观对比
营收规模更大
POST
是对方的1.7倍
$1.3B
营收增速更快
DXCM
高出11.5%
10.1%
净利率更高
DXCM
高出16.8%
4.5%
两年增速更快
DXCM
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.2B |
| 净利润 | $267.3M | $96.8M |
| 毛利率 | 62.9% | 29.4% |
| 营业利润率 | 25.6% | 11.0% |
| 净利率 | 21.2% | 4.5% |
| 营收同比 | 21.6% | 10.1% |
| 净利润同比 | 153.6% | -14.6% |
| 每股收益（稀释后） | $0.67 | $1.71 |
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DXCMPOST
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.2B | $2.0B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $1.1B | $2.0B | ||
| Q3 24 | $994.2M | $2.0B | ||
| Q2 24 | $1.0B | $1.9B |
净利润DXCMPOST
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $96.8M | ||
| Q3 25 | $283.8M | $51.0M | ||
| Q2 25 | $179.8M | $108.8M | ||
| Q1 25 | $105.4M | $62.6M | ||
| Q4 24 | $151.7M | $113.3M | ||
| Q3 24 | $134.6M | $81.6M | ||
| Q2 24 | $143.5M | $99.8M |
毛利率DXCMPOST
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 29.4% | ||
| Q3 25 | 60.5% | 26.8% | ||
| Q2 25 | 59.5% | 30.0% | ||
| Q1 25 | 56.9% | 28.0% | ||
| Q4 24 | 58.9% | 30.1% | ||
| Q3 24 | 59.7% | 28.6% | ||
| Q2 24 | 62.4% | 29.6% |
营业利润率DXCMPOST
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 11.0% | ||
| Q3 25 | 20.1% | 7.5% | ||
| Q2 25 | 18.4% | 11.8% | ||
| Q1 25 | 12.9% | 9.3% | ||
| Q4 24 | 17.0% | 10.8% | ||
| Q3 24 | 15.3% | 9.5% | ||
| Q2 24 | 15.7% | 10.4% |
净利率DXCMPOST
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 4.5% | ||
| Q3 25 | 23.5% | 2.3% | ||
| Q2 25 | 15.5% | 5.5% | ||
| Q1 25 | 10.2% | 3.2% | ||
| Q4 24 | 13.6% | 5.7% | ||
| Q3 24 | 13.5% | 4.1% | ||
| Q2 24 | 14.3% | 5.1% |
每股收益（稀释后）DXCMPOST
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $1.71 | ||
| Q3 25 | $0.70 | $0.91 | ||
| Q2 25 | $0.45 | $1.79 | ||
| Q1 25 | $0.27 | $1.03 | ||
| Q4 24 | $0.37 | $1.78 | ||
| Q3 24 | $0.34 | $1.28 | ||
| Q2 24 | $0.35 | $1.53 |
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 | $279.3M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $2.7B | $3.5B |
| 总资产 | $6.3B | $13.0B |
| 负债/权益比越低杠杆越低 | — | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资DXCMPOST
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $279.3M | ||
| Q3 25 | $1.8B | $176.7M | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $904.9M | $617.6M | ||
| Q4 24 | $606.1M | $872.9M | ||
| Q3 24 | $621.2M | $787.4M | ||
| Q2 24 | $939.2M | $333.8M |
总债务DXCMPOST
| Q1 26 | — | — | ||
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B |
股东权益DXCMPOST
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $3.5B | ||
| Q3 25 | $2.7B | $3.8B | ||
| Q2 25 | $2.6B | $4.0B | ||
| Q1 25 | $2.3B | $3.8B | ||
| Q4 24 | $2.1B | $3.9B | ||
| Q3 24 | $2.0B | $4.1B | ||
| Q2 24 | $2.4B | $3.9B |
总资产DXCMPOST
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $13.0B | ||
| Q3 25 | $7.5B | $13.5B | ||
| Q2 25 | $7.3B | $13.4B | ||
| Q1 25 | $6.8B | $12.8B | ||
| Q4 24 | $6.5B | $12.8B | ||
| Q3 24 | $6.4B | $12.9B | ||
| Q2 24 | $6.8B | $12.1B |
负债/权益比DXCMPOST
| Q1 26 | — | — | ||
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.62× |
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 | — | $235.7M |
| 自由现金流经营现金流 - 资本支出 | — | $119.3M |
| 自由现金流率自由现金流/营收 | — | 5.5% |
| 资本支出强度资本支出/营收 | — | 5.4% |
| 现金转化率经营现金流/净利润 | — | 2.43× |
| 过去12个月自由现金流最近4个季度 | — | $436.0M |
8季度趋势，按日历期对齐
经营现金流DXCMPOST
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $235.7M | ||
| Q3 25 | $659.9M | $301.3M | ||
| Q2 25 | $303.0M | $225.9M | ||
| Q1 25 | $183.8M | $160.7M | ||
| Q4 24 | $301.4M | $310.4M | ||
| Q3 24 | $199.5M | $235.4M | ||
| Q2 24 | $279.4M | $272.3M |
自由现金流DXCMPOST
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $119.3M | ||
| Q3 25 | $579.4M | $151.6M | ||
| Q2 25 | $208.9M | $94.9M | ||
| Q1 25 | $96.8M | $70.2M | ||
| Q4 24 | $176.8M | $171.4M | ||
| Q3 24 | $88.3M | $96.2M | ||
| Q2 24 | $213.3M | $161.5M |
自由现金流率DXCMPOST
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 5.5% | ||
| Q3 25 | 47.9% | 6.7% | ||
| Q2 25 | 18.1% | 4.8% | ||
| Q1 25 | 9.3% | 3.6% | ||
| Q4 24 | 15.9% | 8.7% | ||
| Q3 24 | 8.9% | 4.8% | ||
| Q2 24 | 21.2% | 8.3% |
资本支出强度DXCMPOST
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 5.4% | ||
| Q3 25 | 6.7% | 6.7% | ||
| Q2 25 | 8.1% | 6.6% | ||
| Q1 25 | 8.4% | 4.6% | ||
| Q4 24 | 11.2% | 7.0% | ||
| Q3 24 | 11.2% | 6.9% | ||
| Q2 24 | 6.6% | 5.7% |
现金转化率DXCMPOST
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 2.43× | ||
| Q3 25 | 2.33× | 5.91× | ||
| Q2 25 | 1.69× | 2.08× | ||
| Q1 25 | 1.74× | 2.57× | ||
| Q4 24 | 1.99× | 2.74× | ||
| Q3 24 | 1.48× | 2.88× | ||
| Q2 24 | 1.95× | 2.73× |
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
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
