vs
德康医疗（DXCM）与罗克韦尔自动化（ROK）财务数据对比。点击上方公司名可切换其他公司
罗克韦尔自动化的季度营收约是德康医疗的1.7倍（$2.1B vs $1.3B），德康医疗净利率更高（21.2% vs 14.5%，领先6.7%），德康医疗同比增速更快（21.6% vs 11.9%），过去两年德康医疗的营收复合增速更高（12.0% vs -0.5%）
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。
罗克韦尔自动化是总部位于美国威斯康星州密尔沃基的工业自动化及数字化转型技术提供商，旗下拥有Allen-Bradley、FactoryTalk软件、LifecycleIQ服务等核心品牌，全球员工约2.7万人，服务覆盖100多个国家和地区的客户。
DXCM vs ROK — 直观对比
营收规模更大
ROK
是对方的1.7倍
$1.3B
营收增速更快
DXCM
高出9.7%
11.9%
净利率更高
DXCM
高出6.7%
14.5%
两年增速更快
DXCM
近两年复合增速
-0.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.1B |
| 净利润 | $267.3M | $305.0M |
| 毛利率 | 62.9% | 48.3% |
| 营业利润率 | 25.6% | 20.7% |
| 净利率 | 21.2% | 14.5% |
| 营收同比 | 21.6% | 11.9% |
| 净利润同比 | 153.6% | 65.8% |
| 每股收益（稀释后） | $0.67 | $2.69 |
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DXCMROK
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $1.2B | $2.3B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $994.2M | $2.0B | ||
| Q2 24 | $1.0B | $2.1B |
净利润DXCMROK
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $305.0M | ||
| Q3 25 | $283.8M | $138.0M | ||
| Q2 25 | $179.8M | $295.0M | ||
| Q1 25 | $105.4M | $252.0M | ||
| Q4 24 | $151.7M | $184.0M | ||
| Q3 24 | $134.6M | $239.1M | ||
| Q2 24 | $143.5M | $232.0M |
毛利率DXCMROK
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 48.3% | ||
| Q3 25 | 60.5% | 69.4% | ||
| Q2 25 | 59.5% | 40.9% | ||
| Q1 25 | 56.9% | 40.5% | ||
| Q4 24 | 58.9% | 38.4% | ||
| Q3 24 | 59.7% | 37.9% | ||
| Q2 24 | 62.4% | 38.8% |
营业利润率DXCMROK
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 20.7% | ||
| Q3 25 | 20.1% | 2.7% | ||
| Q2 25 | 18.4% | 16.0% | ||
| Q1 25 | 12.9% | 14.9% | ||
| Q4 24 | 17.0% | 17.1% | ||
| Q3 24 | 15.3% | 13.5% | ||
| Q2 24 | 15.7% | 12.4% |
净利率DXCMROK
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 14.5% | ||
| Q3 25 | 23.5% | 6.0% | ||
| Q2 25 | 15.5% | 13.8% | ||
| Q1 25 | 10.2% | 12.6% | ||
| Q4 24 | 13.6% | 9.8% | ||
| Q3 24 | 13.5% | 11.7% | ||
| Q2 24 | 14.3% | 11.3% |
每股收益（稀释后）DXCMROK
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $2.69 | ||
| Q3 25 | $0.70 | $1.24 | ||
| Q2 25 | $0.45 | $2.60 | ||
| Q1 25 | $0.27 | $2.22 | ||
| Q4 24 | $0.37 | $1.61 | ||
| Q3 24 | $0.34 | $2.09 | ||
| Q2 24 | $0.35 | $2.02 |
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 | $444.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $3.7B |
| 总资产 | $6.3B | $11.2B |
| 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DXCMROK
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $444.0M | ||
| Q3 25 | $1.8B | $468.0M | ||
| Q2 25 | $1.2B | $495.0M | ||
| Q1 25 | $904.9M | $456.0M | ||
| Q4 24 | $606.1M | $477.0M | ||
| Q3 24 | $621.2M | $471.3M | ||
| Q2 24 | $939.2M | $407.0M |
总债务DXCMROK
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | — |
股东权益DXCMROK
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $3.7B | ||
| Q3 25 | $2.7B | $3.7B | ||
| Q2 25 | $2.6B | $3.5B | ||
| Q1 25 | $2.3B | $3.4B | ||
| Q4 24 | $2.1B | $3.4B | ||
| Q3 24 | $2.0B | $3.5B | ||
| Q2 24 | $2.4B | $3.3B |
总资产DXCMROK
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $11.2B | ||
| Q3 25 | $7.5B | $11.2B | ||
| Q2 25 | $7.3B | $11.2B | ||
| Q1 25 | $6.8B | $11.0B | ||
| Q4 24 | $6.5B | $10.9B | ||
| Q3 24 | $6.4B | $11.2B | ||
| Q2 24 | $6.8B | $11.2B |
负债/权益比DXCMROK
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.73× | ||
| Q2 24 | — | — |
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 | — | $234.0M |
| 自由现金流经营现金流 - 资本支出 | — | $170.0M |
| 自由现金流率自由现金流/营收 | — | 8.1% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | — | 0.77× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流DXCMROK
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $234.0M | ||
| Q3 25 | $659.9M | $454.0M | ||
| Q2 25 | $303.0M | $527.0M | ||
| Q1 25 | $183.8M | $199.0M | ||
| Q4 24 | $301.4M | $364.0M | ||
| Q3 24 | $199.5M | $432.3M | ||
| Q2 24 | $279.4M | $279.1M |
自由现金流DXCMROK
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $170.0M | ||
| Q3 25 | $579.4M | — | ||
| Q2 25 | $208.9M | $489.0M | ||
| Q1 25 | $96.8M | $171.0M | ||
| Q4 24 | $176.8M | $293.0M | ||
| Q3 24 | $88.3M | — | ||
| Q2 24 | $213.3M | $238.4M |
自由现金流率DXCMROK
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 8.1% | ||
| Q3 25 | 47.9% | — | ||
| Q2 25 | 18.1% | 22.8% | ||
| Q1 25 | 9.3% | 8.5% | ||
| Q4 24 | 15.9% | 15.6% | ||
| Q3 24 | 8.9% | — | ||
| Q2 24 | 21.2% | 11.6% |
资本支出强度DXCMROK
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 3.0% | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 8.1% | 1.8% | ||
| Q1 25 | 8.4% | 1.4% | ||
| Q4 24 | 11.2% | 3.8% | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | 6.6% | 2.0% |
现金转化率DXCMROK
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 0.77× | ||
| Q3 25 | 2.33× | 3.29× | ||
| Q2 25 | 1.69× | 1.79× | ||
| Q1 25 | 1.74× | 0.79× | ||
| Q4 24 | 1.99× | 1.98× | ||
| Q3 24 | 1.48× | 1.81× | ||
| Q2 24 | 1.95× | 1.20× |
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
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
