vs
德康医疗(DXCM)与Revvity(RVTY)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Revvity的1.6倍($1.3B vs $772.1M),德康医疗净利率更高(21.2% vs 12.7%,领先8.5%),德康医疗同比增速更快(21.6% vs 5.9%),过去两年德康医疗的营收复合增速更高(12.0% vs 9.0%)
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。
Revvity是一家美国生命科学与诊断领域企业,主要服务制药、生物技术行业客户,重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案,其前身为业务布局多元的老牌企业珀金埃尔默。
DXCM vs RVTY — 直观对比
营收规模更大
DXCM
是对方的1.6倍
$772.1M
营收增速更快
DXCM
高出15.7%
5.9%
净利率更高
DXCM
高出8.5%
12.7%
两年增速更快
DXCM
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $772.1M |
| 净利润 | $267.3M | $98.4M |
| 毛利率 | 62.9% | — |
| 营业利润率 | 25.6% | 14.5% |
| 净利率 | 21.2% | 12.7% |
| 营收同比 | 21.6% | 5.9% |
| 净利润同比 | 153.6% | 3.9% |
| 每股收益(稀释后) | $0.67 | $0.86 |
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
RVTY
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $772.1M | ||
| Q3 25 | $1.2B | $698.9M | ||
| Q2 25 | $1.2B | $720.3M | ||
| Q1 25 | $1.0B | $664.8M | ||
| Q4 24 | $1.1B | $729.4M | ||
| Q3 24 | $994.2M | $684.0M | ||
| Q2 24 | $1.0B | $691.7M |
净利润
DXCM
RVTY
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $98.4M | ||
| Q3 25 | $283.8M | $46.7M | ||
| Q2 25 | $179.8M | $53.9M | ||
| Q1 25 | $105.4M | $42.2M | ||
| Q4 24 | $151.7M | $94.6M | ||
| Q3 24 | $134.6M | $94.4M | ||
| Q2 24 | $143.5M | $55.4M |
毛利率
DXCM
RVTY
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | — | ||
| Q3 25 | 60.5% | 53.6% | ||
| Q2 25 | 59.5% | 54.5% | ||
| Q1 25 | 56.9% | 56.5% | ||
| Q4 24 | 58.9% | — | ||
| Q3 24 | 59.7% | 56.3% | ||
| Q2 24 | 62.4% | 55.7% |
营业利润率
DXCM
RVTY
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 14.5% | ||
| Q3 25 | 20.1% | 11.7% | ||
| Q2 25 | 18.4% | 12.6% | ||
| Q1 25 | 12.9% | 10.9% | ||
| Q4 24 | 17.0% | 16.3% | ||
| Q3 24 | 15.3% | 14.3% | ||
| Q2 24 | 15.7% | 12.4% |
净利率
DXCM
RVTY
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 12.7% | ||
| Q3 25 | 23.5% | 6.7% | ||
| Q2 25 | 15.5% | 7.5% | ||
| Q1 25 | 10.2% | 6.4% | ||
| Q4 24 | 13.6% | 13.0% | ||
| Q3 24 | 13.5% | 13.8% | ||
| Q2 24 | 14.3% | 8.0% |
每股收益(稀释后)
DXCM
RVTY
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $0.86 | ||
| Q3 25 | $0.70 | $0.40 | ||
| Q2 25 | $0.45 | $0.46 | ||
| Q1 25 | $0.27 | $0.35 | ||
| Q4 24 | $0.37 | $0.77 | ||
| Q3 24 | $0.34 | $0.77 | ||
| Q2 24 | $0.35 | $0.45 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $7.3B |
| 总资产 | $6.3B | $12.2B |
| 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
DXCM
RVTY
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $919.9M | ||
| Q3 25 | $1.8B | $931.4M | ||
| Q2 25 | $1.2B | $991.8M | ||
| Q1 25 | $904.9M | $1.1B | ||
| Q4 24 | $606.1M | $1.2B | ||
| Q3 24 | $621.2M | $1.2B | ||
| Q2 24 | $939.2M | $2.0B |
股东权益
DXCM
RVTY
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $7.3B | ||
| Q3 25 | $2.7B | $7.4B | ||
| Q2 25 | $2.6B | $7.6B | ||
| Q1 25 | $2.3B | $7.6B | ||
| Q4 24 | $2.1B | $7.7B | ||
| Q3 24 | $2.0B | $7.9B | ||
| Q2 24 | $2.4B | $7.9B |
总资产
DXCM
RVTY
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $12.2B | ||
| Q3 25 | $7.5B | $12.1B | ||
| Q2 25 | $7.3B | $12.4B | ||
| Q1 25 | $6.8B | $12.4B | ||
| Q4 24 | $6.5B | $12.4B | ||
| Q3 24 | $6.4B | $12.8B | ||
| Q2 24 | $6.8B | $13.4B |
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 | — | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $161.8M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 1.85× |
| 过去12个月自由现金流最近4个季度 | — | $509.4M |
8季度趋势,按日历期对齐
经营现金流
DXCM
RVTY
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $182.0M | ||
| Q3 25 | $659.9M | $138.5M | ||
| Q2 25 | $303.0M | $134.3M | ||
| Q1 25 | $183.8M | $128.2M | ||
| Q4 24 | $301.4M | $174.2M | ||
| Q3 24 | $199.5M | $147.9M | ||
| Q2 24 | $279.4M | $158.6M |
自由现金流
DXCM
RVTY
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $161.8M | ||
| Q3 25 | $579.4M | $120.0M | ||
| Q2 25 | $208.9M | $115.5M | ||
| Q1 25 | $96.8M | $112.2M | ||
| Q4 24 | $176.8M | $149.8M | ||
| Q3 24 | $88.3M | $125.6M | ||
| Q2 24 | $213.3M | $136.6M |
自由现金流率
DXCM
RVTY
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 21.0% | ||
| Q3 25 | 47.9% | 17.2% | ||
| Q2 25 | 18.1% | 16.0% | ||
| Q1 25 | 9.3% | 16.9% | ||
| Q4 24 | 15.9% | 20.5% | ||
| Q3 24 | 8.9% | 18.4% | ||
| Q2 24 | 21.2% | 19.7% |
资本支出强度
DXCM
RVTY
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 2.6% | ||
| Q3 25 | 6.7% | 2.6% | ||
| Q2 25 | 8.1% | 2.6% | ||
| Q1 25 | 8.4% | 2.4% | ||
| Q4 24 | 11.2% | 3.4% | ||
| Q3 24 | 11.2% | 3.3% | ||
| Q2 24 | 6.6% | 3.2% |
现金转化率
DXCM
RVTY
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 1.85× | ||
| Q3 25 | 2.33× | 2.97× | ||
| Q2 25 | 1.69× | 2.49× | ||
| Q1 25 | 1.74× | 3.03× | ||
| Q4 24 | 1.99× | 1.84× | ||
| Q3 24 | 1.48× | 1.57× | ||
| Q2 24 | 1.95× | 2.87× |
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
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |