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EPR PROPERTIES(EPR)与GLAUKOS Corp(GKOS)财务数据对比。点击上方公司名可切换其他公司
EPR PROPERTIES的季度营收约是GLAUKOS Corp的1.2倍($181.3M vs $150.6M),EPR PROPERTIES净利率更高(34.5% vs 6.2%,领先28.3%),GLAUKOS Corp同比增速更快(41.2% vs 3.6%),过去两年GLAUKOS Corp的营收复合增速更高(25.4% vs 2.3%)
EPR地产(前身为娱乐地产信托)是总部位于美国密苏里州堪萨斯城的房地产投资信托企业,专注投资游乐园、电影院、滑雪度假村等娱乐类地产项目,截至2022年共持有353处物业。
Glaukos Corp是一家专注于眼科领域的医疗科技企业,开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品,主要市场覆盖北美、欧洲及亚太地区,为全球医院、眼科诊所及患者提供服务。
EPR vs GKOS — 直观对比
营收规模更大
EPR
是对方的1.2倍
$150.6M
营收增速更快
GKOS
高出37.6%
3.6%
净利率更高
EPR
高出28.3%
6.2%
两年增速更快
GKOS
近两年复合增速
2.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $181.3M | $150.6M |
| 净利润 | $62.6M | $9.4M |
| 毛利率 | — | 77.9% |
| 营业利润率 | 55.5% | 9.0% |
| 净利率 | 34.5% | 6.2% |
| 营收同比 | 3.6% | 41.2% |
| 净利润同比 | 845.8% | — |
| 每股收益(稀释后) | $0.74 | — |
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
EPR
GKOS
| Q1 26 | $181.3M | $150.6M | ||
| Q4 25 | $182.9M | $143.1M | ||
| Q3 25 | $182.3M | $133.5M | ||
| Q2 25 | $178.1M | $124.1M | ||
| Q1 25 | $175.0M | $106.7M | ||
| Q4 24 | $177.2M | $105.5M | ||
| Q3 24 | $180.5M | $96.7M | ||
| Q2 24 | $173.1M | $95.7M |
净利润
EPR
GKOS
| Q1 26 | $62.6M | $9.4M | ||
| Q4 25 | $66.9M | $-133.7M | ||
| Q3 25 | $66.6M | $-16.2M | ||
| Q2 25 | $75.6M | $-19.7M | ||
| Q1 25 | $65.8M | $-18.1M | ||
| Q4 24 | $-8.4M | $-33.6M | ||
| Q3 24 | $46.6M | $-21.4M | ||
| Q2 24 | $45.1M | $-50.5M |
毛利率
EPR
GKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | — | -1.1% | ||
| Q3 25 | — | 78.4% | ||
| Q2 25 | — | 78.3% | ||
| Q1 25 | — | 77.2% | ||
| Q4 24 | — | 72.9% | ||
| Q3 24 | — | 76.6% | ||
| Q2 24 | — | 76.4% |
营业利润率
EPR
GKOS
| Q1 26 | 55.5% | 9.0% | ||
| Q4 25 | 56.8% | -97.7% | ||
| Q3 25 | 53.5% | -12.3% | ||
| Q2 25 | 62.5% | -18.3% | ||
| Q1 25 | 58.1% | -19.4% | ||
| Q4 24 | 25.5% | -27.2% | ||
| Q3 24 | 51.4% | -25.5% | ||
| Q2 24 | 45.9% | -31.3% |
净利率
EPR
GKOS
| Q1 26 | 34.5% | 6.2% | ||
| Q4 25 | 36.6% | -93.4% | ||
| Q3 25 | 36.5% | -12.2% | ||
| Q2 25 | 42.5% | -15.8% | ||
| Q1 25 | 37.6% | -17.0% | ||
| Q4 24 | -4.7% | -31.8% | ||
| Q3 24 | 25.8% | -22.1% | ||
| Q2 24 | 26.1% | -52.8% |
每股收益(稀释后)
EPR
GKOS
| Q1 26 | $0.74 | — | ||
| Q4 25 | $0.80 | $-2.34 | ||
| Q3 25 | $0.79 | $-0.28 | ||
| Q2 25 | $0.91 | $-0.34 | ||
| Q1 25 | $0.78 | $-0.32 | ||
| Q4 24 | $-0.19 | $-0.56 | ||
| Q3 24 | $0.53 | $-0.39 | ||
| Q2 24 | $0.51 | $-1.00 |
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 | $68.5M | $276.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | $670.9M |
| 总资产 | $5.7B | $893.3M |
| 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
EPR
GKOS
| Q1 26 | $68.5M | $276.7M | ||
| Q4 25 | $90.6M | $90.8M | ||
| Q3 25 | $13.7M | $98.2M | ||
| Q2 25 | $13.0M | $100.8M | ||
| Q1 25 | $20.6M | $114.3M | ||
| Q4 24 | $22.1M | $169.6M | ||
| Q3 24 | $35.3M | $100.1M | ||
| Q2 24 | $33.7M | $68.1M |
总债务
EPR
GKOS
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.8B | — | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.8B | — |
股东权益
EPR
GKOS
| Q1 26 | $2.3B | $670.9M | ||
| Q4 25 | $2.3B | $656.2M | ||
| Q3 25 | $2.3B | $769.5M | ||
| Q2 25 | $2.3B | $765.1M | ||
| Q1 25 | $2.3B | $764.0M | ||
| Q4 24 | $2.3B | $766.9M | ||
| Q3 24 | $2.4B | $668.5M | ||
| Q2 24 | $2.4B | $665.2M |
总资产
EPR
GKOS
| Q1 26 | $5.7B | $893.3M | ||
| Q4 25 | $5.7B | $893.5M | ||
| Q3 25 | $5.5B | $999.4M | ||
| Q2 25 | $5.6B | $987.0M | ||
| Q1 25 | $5.5B | $966.2M | ||
| Q4 24 | $5.6B | $974.8M | ||
| Q3 24 | $5.7B | $926.5M | ||
| Q2 24 | $5.6B | $919.7M |
负债/权益比
EPR
GKOS
| Q1 26 | — | — | ||
| Q4 25 | 1.26× | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.20× | — | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.23× | — | ||
| Q3 24 | 1.19× | — | ||
| Q2 24 | 1.16× | — |
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 | $113.4M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | 1.81× | — |
| 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
EPR
GKOS
| Q1 26 | $113.4M | — | ||
| Q4 25 | $421.0M | $6.8M | ||
| Q3 25 | $136.5M | $-10.1M | ||
| Q2 25 | $87.3M | $7.0M | ||
| Q1 25 | $99.4M | $-18.5M | ||
| Q4 24 | $393.1M | $507.0K | ||
| Q3 24 | $122.0M | $-9.6M | ||
| Q2 24 | $78.7M | $-18.4M |
自由现金流
EPR
GKOS
| Q1 26 | — | — | ||
| Q4 25 | $269.2M | $3.9M | ||
| Q3 25 | $132.1M | $-11.7M | ||
| Q2 25 | $82.4M | $5.8M | ||
| Q1 25 | $84.7M | $-20.5M | ||
| Q4 24 | $129.2M | $-1.2M | ||
| Q3 24 | $121.5M | $-11.0M | ||
| Q2 24 | $71.3M | $-20.5M |
自由现金流率
EPR
GKOS
| Q1 26 | — | — | ||
| Q4 25 | 147.1% | 2.7% | ||
| Q3 25 | 72.5% | -8.8% | ||
| Q2 25 | 46.3% | 4.7% | ||
| Q1 25 | 48.4% | -19.2% | ||
| Q4 24 | 72.9% | -1.2% | ||
| Q3 24 | 67.3% | -11.4% | ||
| Q2 24 | 41.2% | -21.4% |
资本支出强度
EPR
GKOS
| Q1 26 | 0.1% | — | ||
| Q4 25 | 82.9% | 2.0% | ||
| Q3 25 | 2.4% | 1.2% | ||
| Q2 25 | 2.7% | 0.9% | ||
| Q1 25 | 8.4% | 1.8% | ||
| Q4 24 | 148.9% | 1.6% | ||
| Q3 24 | 0.3% | 1.5% | ||
| Q2 24 | 4.2% | 2.2% |
现金转化率
EPR
GKOS
| Q1 26 | 1.81× | — | ||
| Q4 25 | 6.29× | — | ||
| Q3 25 | 2.05× | — | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | 1.51× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.62× | — | ||
| Q2 24 | 1.74× | — |
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
EPR
| Rental revenue | $155.2M | 86% |
| Mortgage and other financing income | $16.0M | 9% |
| Other | $10.1M | 6% |
GKOS
暂无分部数据