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德康医疗（DXCM）与Ubiquiti Inc.（UI）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Ubiquiti Inc.的1.5倍（$1.3B vs $814.9M），Ubiquiti Inc.净利率更高（28.7% vs 21.2%，领先7.4%），Ubiquiti Inc.同比增速更快（35.8% vs 21.6%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% 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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
DXCM vs UI — 直观对比
营收规模更大
DXCM
是对方的1.5倍
$814.9M
营收增速更快
UI
高出14.3%
21.6%
净利率更高
UI
高出7.4%
21.2%
两年增速更快
UI
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $814.9M |
| 净利润 | $267.3M | $233.6M |
| 毛利率 | 62.9% | 45.9% |
| 营业利润率 | 25.6% | 35.9% |
| 净利率 | 21.2% | 28.7% |
| 营收同比 | 21.6% | 35.8% |
| 净利润同比 | 153.6% | 70.8% |
| 每股收益（稀释后） | $0.67 | $3.86 |
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DXCMUI
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $814.9M | ||
| Q3 25 | $1.2B | $733.8M | ||
| Q2 25 | $1.2B | $759.2M | ||
| Q1 25 | $1.0B | $664.2M | ||
| Q4 24 | $1.1B | $599.9M | ||
| Q3 24 | $994.2M | $550.3M | ||
| Q2 24 | $1.0B | $507.5M |
净利润DXCMUI
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $233.6M | ||
| Q3 25 | $283.8M | $207.9M | ||
| Q2 25 | $179.8M | $266.7M | ||
| Q1 25 | $105.4M | $180.4M | ||
| Q4 24 | $151.7M | $136.8M | ||
| Q3 24 | $134.6M | $128.0M | ||
| Q2 24 | $143.5M | $103.8M |
毛利率DXCMUI
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 45.9% | ||
| Q3 25 | 60.5% | 46.0% | ||
| Q2 25 | 59.5% | 45.1% | ||
| Q1 25 | 56.9% | 44.5% | ||
| Q4 24 | 58.9% | 41.2% | ||
| Q3 24 | 59.7% | 42.1% | ||
| Q2 24 | 62.4% | 40.2% |
营业利润率DXCMUI
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 35.9% | ||
| Q3 25 | 20.1% | 35.7% | ||
| Q2 25 | 18.4% | 34.4% | ||
| Q1 25 | 12.9% | 34.2% | ||
| Q4 24 | 17.0% | 29.8% | ||
| Q3 24 | 15.3% | 30.7% | ||
| Q2 24 | 15.7% | 27.3% |
净利率DXCMUI
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 28.7% | ||
| Q3 25 | 23.5% | 28.3% | ||
| Q2 25 | 15.5% | 35.1% | ||
| Q1 25 | 10.2% | 27.2% | ||
| Q4 24 | 13.6% | 22.8% | ||
| Q3 24 | 13.5% | 23.3% | ||
| Q2 24 | 14.3% | 20.5% |
每股收益（稀释后）DXCMUI
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $3.86 | ||
| Q3 25 | $0.70 | $3.43 | ||
| Q2 25 | $0.45 | $4.40 | ||
| Q1 25 | $0.27 | $2.98 | ||
| Q4 24 | $0.37 | $2.26 | ||
| Q3 24 | $0.34 | $2.12 | ||
| Q2 24 | $0.35 | $1.72 |
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 | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | $2.7B | $1.0B |
| 总资产 | $6.3B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资DXCMUI
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $302.8M | ||
| Q3 25 | $1.8B | $177.2M | ||
| Q2 25 | $1.2B | $149.7M | ||
| Q1 25 | $904.9M | $151.0M | ||
| Q4 24 | $606.1M | $133.1M | ||
| Q3 24 | $621.2M | $165.2M | ||
| Q2 24 | $939.2M | $126.3M |
总债务DXCMUI
| Q1 26 | — | — | ||
| Q4 25 | — | $47.5M | ||
| Q3 25 | — | $133.8M | ||
| Q2 25 | — | $250.0M | ||
| Q1 25 | — | $340.0M | ||
| Q4 24 | — | $406.3M | ||
| Q3 24 | — | $552.5M | ||
| Q2 24 | — | $708.1M |
股东权益DXCMUI
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $1.0B | ||
| Q3 25 | $2.7B | $828.4M | ||
| Q2 25 | $2.6B | $668.3M | ||
| Q1 25 | $2.3B | $436.1M | ||
| Q4 24 | $2.1B | $290.4M | ||
| Q3 24 | $2.0B | $188.1M | ||
| Q2 24 | $2.4B | $95.1M |
总资产DXCMUI
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $1.6B | ||
| Q3 25 | $7.5B | $1.5B | ||
| Q2 25 | $7.3B | $1.5B | ||
| Q1 25 | $6.8B | $1.3B | ||
| Q4 24 | $6.5B | $1.2B | ||
| Q3 24 | $6.4B | $1.2B | ||
| Q2 24 | $6.8B | $1.2B |
负债/权益比DXCMUI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | 7.45× |
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 | — | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流DXCMUI
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $263.9M | ||
| Q3 25 | $659.9M | $198.5M | ||
| Q2 25 | $303.0M | $130.4M | ||
| Q1 25 | $183.8M | $123.6M | ||
| Q4 24 | $301.4M | $152.4M | ||
| Q3 24 | $199.5M | $233.7M | ||
| Q2 24 | $279.4M | $231.4M |
自由现金流DXCMUI
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $260.3M | ||
| Q3 25 | $579.4M | $193.3M | ||
| Q2 25 | $208.9M | $125.2M | ||
| Q1 25 | $96.8M | $120.7M | ||
| Q4 24 | $176.8M | $150.4M | ||
| Q3 24 | $88.3M | $231.1M | ||
| Q2 24 | $213.3M | $229.5M |
自由现金流率DXCMUI
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 31.9% | ||
| Q3 25 | 47.9% | 26.3% | ||
| Q2 25 | 18.1% | 16.5% | ||
| Q1 25 | 9.3% | 18.2% | ||
| Q4 24 | 15.9% | 25.1% | ||
| Q3 24 | 8.9% | 42.0% | ||
| Q2 24 | 21.2% | 45.2% |
资本支出强度DXCMUI
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 0.4% | ||
| Q3 25 | 6.7% | 0.7% | ||
| Q2 25 | 8.1% | 0.7% | ||
| Q1 25 | 8.4% | 0.4% | ||
| Q4 24 | 11.2% | 0.3% | ||
| Q3 24 | 11.2% | 0.5% | ||
| Q2 24 | 6.6% | 0.4% |
现金转化率DXCMUI
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 1.13× | ||
| Q3 25 | 2.33× | 0.95× | ||
| Q2 25 | 1.69× | 0.49× | ||
| Q1 25 | 1.74× | 0.68× | ||
| Q4 24 | 1.99× | 1.11× | ||
| Q3 24 | 1.48× | 1.83× | ||
| Q2 24 | 1.95× | 2.23× |
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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
