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爱德华生命科学(EW)与欧文斯科宁(OC)财务数据对比。点击上方公司名可切换其他公司
欧文斯科宁的季度营收约是爱德华生命科学的1.3倍($2.1B vs $1.6B),爱德华生命科学净利率更高(23.1% vs -13.9%,领先37.0%),爱德华生命科学同比增速更快(16.7% vs -24.6%),过去两年爱德华生命科学的营收复合增速更高(9.7% vs -3.5%)
爱德华生命科学是总部位于美国加利福尼亚州尔湾的医疗科技企业,专注于人工心脏瓣膜及血流动力学监测领域,其研发的Sapien经导管主动脉心脏瓣膜采用牛组织材质,搭配球囊扩张式钴铬合金支架,可通过导管完成植入。
欧文斯科宁是美国知名建材及复合材料企业,1935年由康宁玻璃厂与欧文斯-伊利诺伊公司合资组建。主营保温材料、屋面材料、玻璃纤维复合材料及相关产品,是全球最大的玻璃纤维复合材料生产商,全球员工约1.9万人,自1955年《财富》500强榜单创立以来连年上榜。
EW vs OC — 直观对比
营收规模更大
OC
是对方的1.3倍
$1.6B
营收增速更快
EW
高出41.3%
-24.6%
净利率更高
EW
高出37.0%
-13.9%
两年增速更快
EW
近两年复合增速
-3.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $2.1B |
| 净利润 | $380.7M | $-298.0M |
| 毛利率 | 78.0% | 23.2% |
| 营业利润率 | 1.8% | -10.5% |
| 净利率 | 23.1% | -13.9% |
| 营收同比 | 16.7% | -24.6% |
| 净利润同比 | 6.8% | -15.5% |
| 每股收益(稀释后) | $0.66 | $-3.47 |
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
EW
OC
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $2.1B | ||
| Q3 25 | $1.6B | $2.7B | ||
| Q2 25 | $1.5B | $2.7B | ||
| Q1 25 | $1.4B | $2.5B | ||
| Q4 24 | $1.4B | $2.8B | ||
| Q3 24 | $1.4B | $3.0B | ||
| Q2 24 | $1.4B | $2.8B |
净利润
EW
OC
| Q1 26 | $380.7M | — | ||
| Q4 25 | $91.2M | $-298.0M | ||
| Q3 25 | $291.1M | $-494.0M | ||
| Q2 25 | $333.2M | $363.0M | ||
| Q1 25 | $358.0M | $-93.0M | ||
| Q4 24 | $385.6M | $-258.0M | ||
| Q3 24 | $3.1B | $321.0M | ||
| Q2 24 | $366.3M | $285.0M |
毛利率
EW
OC
| Q1 26 | 78.0% | — | ||
| Q4 25 | 78.1% | 23.2% | ||
| Q3 25 | 77.8% | 28.2% | ||
| Q2 25 | 77.5% | 31.2% | ||
| Q1 25 | 78.7% | 28.7% | ||
| Q4 24 | 78.9% | 28.1% | ||
| Q3 24 | 80.6% | 29.8% | ||
| Q2 24 | 79.9% | 31.1% |
营业利润率
EW
OC
| Q1 26 | 1.8% | — | ||
| Q4 25 | 9.6% | -10.5% | ||
| Q3 25 | 19.8% | -12.2% | ||
| Q2 25 | 26.8% | 18.4% | ||
| Q1 25 | 27.9% | 16.1% | ||
| Q4 24 | 22.6% | -8.5% | ||
| Q3 24 | 25.9% | 16.7% | ||
| Q2 24 | 26.8% | 16.4% |
净利率
EW
OC
| Q1 26 | 23.1% | — | ||
| Q4 25 | 5.8% | -13.9% | ||
| Q3 25 | 18.7% | -18.4% | ||
| Q2 25 | 21.7% | 13.2% | ||
| Q1 25 | 25.3% | -3.7% | ||
| Q4 24 | 27.8% | -9.1% | ||
| Q3 24 | 226.7% | 10.5% | ||
| Q2 24 | 26.7% | 10.2% |
每股收益(稀释后)
EW
OC
| Q1 26 | $0.66 | — | ||
| Q4 25 | $0.16 | $-3.47 | ||
| Q3 25 | $0.50 | $-5.92 | ||
| Q2 25 | $0.56 | $4.25 | ||
| Q1 25 | $0.61 | $-1.08 | ||
| Q4 24 | $0.65 | $-2.92 | ||
| Q3 24 | $5.13 | $3.65 | ||
| Q2 24 | $0.61 | $3.24 |
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 | — | $345.0M |
| 总债务越低越好 | — | $4.7B |
| 股东权益账面价值 | — | $3.9B |
| 总资产 | — | $13.0B |
| 负债/权益比越低杠杆越低 | — | 1.22× |
8季度趋势,按日历期对齐
现金及短期投资
EW
OC
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $345.0M | ||
| Q3 25 | $3.8B | $286.0M | ||
| Q2 25 | $4.1B | $230.0M | ||
| Q1 25 | $3.9B | $400.0M | ||
| Q4 24 | $4.0B | $361.0M | ||
| Q3 24 | $4.4B | $499.0M | ||
| Q2 24 | $2.0B | $254.0M |
总债务
EW
OC
| Q1 26 | — | — | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | — | $5.1B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | — | $5.0B | ||
| Q2 24 | — | $5.0B |
股东权益
EW
OC
| Q1 26 | — | — | ||
| Q4 25 | $10.3B | $3.9B | ||
| Q3 25 | $10.2B | $4.4B | ||
| Q2 25 | $10.5B | $5.2B | ||
| Q1 25 | $10.1B | $4.9B | ||
| Q4 24 | $10.0B | $5.1B | ||
| Q3 24 | $9.5B | $5.6B | ||
| Q2 24 | $7.4B | $5.5B |
总资产
EW
OC
| Q1 26 | — | — | ||
| Q4 25 | $13.7B | $13.0B | ||
| Q3 25 | $13.3B | $13.5B | ||
| Q2 25 | $13.5B | $14.5B | ||
| Q1 25 | $13.0B | $14.3B | ||
| Q4 24 | $13.1B | $14.1B | ||
| Q3 24 | $13.0B | $15.1B | ||
| Q2 24 | $10.1B | $15.0B |
负债/权益比
EW
OC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.22× | ||
| Q3 25 | — | 1.06× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 1.01× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.92× |
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 | — | $590.0M |
| 自由现金流经营现金流 - 资本支出 | — | $333.0M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 12.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $962.0M |
8季度趋势,按日历期对齐
经营现金流
EW
OC
| Q1 26 | — | — | ||
| Q4 25 | $450.9M | $590.0M | ||
| Q3 25 | $573.7M | $918.0M | ||
| Q2 25 | $290.2M | $327.0M | ||
| Q1 25 | $280.4M | $-49.0M | ||
| Q4 24 | $-127.5M | $676.0M | ||
| Q3 24 | $351.8M | $699.0M | ||
| Q2 24 | $371.5M | $493.0M |
自由现金流
EW
OC
| Q1 26 | — | — | ||
| Q4 25 | $353.5M | $333.0M | ||
| Q3 25 | $516.2M | $752.0M | ||
| Q2 25 | $240.9M | $129.0M | ||
| Q1 25 | $224.4M | $-252.0M | ||
| Q4 24 | $-177.3M | $479.0M | ||
| Q3 24 | $299.9M | $558.0M | ||
| Q2 24 | $286.1M | $336.0M |
自由现金流率
EW
OC
| Q1 26 | — | — | ||
| Q4 25 | 22.5% | 15.5% | ||
| Q3 25 | 33.2% | 28.0% | ||
| Q2 25 | 15.7% | 4.7% | ||
| Q1 25 | 15.9% | -10.0% | ||
| Q4 24 | -12.8% | 16.9% | ||
| Q3 24 | 22.1% | 18.3% | ||
| Q2 24 | 20.9% | 12.0% |
资本支出强度
EW
OC
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 12.0% | ||
| Q3 25 | 3.7% | 6.2% | ||
| Q2 25 | 3.2% | 7.2% | ||
| Q1 25 | 4.0% | 8.0% | ||
| Q4 24 | 3.6% | 6.9% | ||
| Q3 24 | 3.8% | 4.6% | ||
| Q2 24 | 6.2% | 5.6% |
现金转化率
EW
OC
| Q1 26 | — | — | ||
| Q4 25 | 4.94× | — | ||
| Q3 25 | 1.97× | — | ||
| Q2 25 | 0.87× | 0.90× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | -0.33× | — | ||
| Q3 24 | 0.11× | 2.18× | ||
| Q2 24 | 1.01× | 1.73× |
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
EW
暂无分部数据
OC
| Insulation | $724.0M | 34% |
| Residential | $625.0M | 29% |
| Doors | $427.0M | 20% |
| Discontinued Operations Disposed Of By Sale | $299.0M | 14% |
| Commercial And Industrial Sector | $101.0M | 5% |