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爱德华生命科学（EW）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
爱德华生命科学的季度营收约是ROKU, INC的1.2倍（$1.6B vs $1.4B），爱德华生命科学净利率更高（23.1% vs 5.8%，领先17.3%），爱德华生命科学同比增速更快（16.7% vs 16.1%），过去两年ROKU, INC的营收复合增速更高（25.8% vs 9.7%）
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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
EW vs ROKU — 直观对比
营收规模更大
EW
是对方的1.2倍
$1.4B
营收增速更快
EW
高出0.6%
16.1%
净利率更高
EW
高出17.3%
5.8%
两年增速更快
ROKU
近两年复合增速
9.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.4B |
| 净利润 | $380.7M | $80.5M |
| 毛利率 | 78.0% | 43.5% |
| 营业利润率 | 1.8% | 4.7% |
| 净利率 | 23.1% | 5.8% |
| 营收同比 | 16.7% | 16.1% |
| 净利润同比 | 6.8% | 326.4% |
| 每股收益（稀释后） | $0.66 | $0.55 |
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EWROKU
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.6B | $1.2B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.4B | $968.2M |
净利润EWROKU
| Q1 26 | $380.7M | — | ||
| Q4 25 | $91.2M | $80.5M | ||
| Q3 25 | $291.1M | $24.8M | ||
| Q2 25 | $333.2M | $10.5M | ||
| Q1 25 | $358.0M | $-27.4M | ||
| Q4 24 | $385.6M | $-35.5M | ||
| Q3 24 | $3.1B | $-9.0M | ||
| Q2 24 | $366.3M | $-34.0M |
毛利率EWROKU
| Q1 26 | 78.0% | — | ||
| Q4 25 | 78.1% | 43.5% | ||
| Q3 25 | 77.8% | 43.4% | ||
| Q2 25 | 77.5% | 44.8% | ||
| Q1 25 | 78.7% | 43.6% | ||
| Q4 24 | 78.9% | 42.7% | ||
| Q3 24 | 80.6% | 45.2% | ||
| Q2 24 | 79.9% | 43.9% |
营业利润率EWROKU
| Q1 26 | 1.8% | — | ||
| Q4 25 | 9.6% | 4.7% | ||
| Q3 25 | 19.8% | 0.8% | ||
| Q2 25 | 26.8% | -2.1% | ||
| Q1 25 | 27.9% | -5.7% | ||
| Q4 24 | 22.6% | -3.3% | ||
| Q3 24 | 25.9% | -3.4% | ||
| Q2 24 | 26.8% | -7.4% |
净利率EWROKU
| Q1 26 | 23.1% | — | ||
| Q4 25 | 5.8% | 5.8% | ||
| Q3 25 | 18.7% | 2.0% | ||
| Q2 25 | 21.7% | 0.9% | ||
| Q1 25 | 25.3% | -2.7% | ||
| Q4 24 | 27.8% | -3.0% | ||
| Q3 24 | 226.7% | -0.9% | ||
| Q2 24 | 26.7% | -3.5% |
每股收益（稀释后）EWROKU
| Q1 26 | $0.66 | — | ||
| Q4 25 | $0.16 | $0.55 | ||
| Q3 25 | $0.50 | $0.16 | ||
| Q2 25 | $0.56 | $0.07 | ||
| Q1 25 | $0.61 | $-0.19 | ||
| Q4 24 | $0.65 | $-0.24 | ||
| Q3 24 | $5.13 | $-0.06 | ||
| Q2 24 | $0.61 | $-0.24 |
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 | — | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $2.7B |
| 总资产 | — | $4.4B |
| 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EWROKU
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $2.3B | ||
| Q3 25 | $3.8B | $2.3B | ||
| Q2 25 | $4.1B | $2.3B | ||
| Q1 25 | $3.9B | $2.3B | ||
| Q4 24 | $4.0B | $2.2B | ||
| Q3 24 | $4.4B | $2.1B | ||
| Q2 24 | $2.0B | $2.1B |
股东权益EWROKU
| Q1 26 | — | — | ||
| Q4 25 | $10.3B | $2.7B | ||
| Q3 25 | $10.2B | $2.6B | ||
| Q2 25 | $10.5B | $2.6B | ||
| Q1 25 | $10.1B | $2.5B | ||
| Q4 24 | $10.0B | $2.5B | ||
| Q3 24 | $9.5B | $2.5B | ||
| Q2 24 | $7.4B | $2.4B |
总资产EWROKU
| Q1 26 | — | — | ||
| Q4 25 | $13.7B | $4.4B | ||
| Q3 25 | $13.3B | $4.4B | ||
| Q2 25 | $13.5B | $4.3B | ||
| Q1 25 | $13.0B | $4.2B | ||
| Q4 24 | $13.1B | $4.3B | ||
| Q3 24 | $13.0B | $4.3B | ||
| Q2 24 | $10.1B | $4.1B |
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 | — | $107.7M |
| 自由现金流经营现金流 - 资本支出 | — | $106.6M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 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 | — | 1.34× |
| 过去12个月自由现金流最近4个季度 | — | $478.4M |
8季度趋势，按日历期对齐
经营现金流EWROKU
| Q1 26 | — | — | ||
| Q4 25 | $450.9M | $107.7M | ||
| Q3 25 | $573.7M | $127.6M | ||
| Q2 25 | $290.2M | $109.7M | ||
| Q1 25 | $280.4M | $138.7M | ||
| Q4 24 | $-127.5M | $79.3M | ||
| Q3 24 | $351.8M | $68.7M | ||
| Q2 24 | $371.5M | $23.4M |
自由现金流EWROKU
| Q1 26 | — | — | ||
| Q4 25 | $353.5M | $106.6M | ||
| Q3 25 | $516.2M | $126.5M | ||
| Q2 25 | $240.9M | $108.6M | ||
| Q1 25 | $224.4M | $136.8M | ||
| Q4 24 | $-177.3M | $76.8M | ||
| Q3 24 | $299.9M | $67.6M | ||
| Q2 24 | $286.1M | $22.5M |
自由现金流率EWROKU
| Q1 26 | — | — | ||
| Q4 25 | 22.5% | 7.6% | ||
| Q3 25 | 33.2% | 10.4% | ||
| Q2 25 | 15.7% | 9.8% | ||
| Q1 25 | 15.9% | 13.4% | ||
| Q4 24 | -12.8% | 6.4% | ||
| Q3 24 | 22.1% | 6.4% | ||
| Q2 24 | 20.9% | 2.3% |
资本支出强度EWROKU
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 0.1% | ||
| Q3 25 | 3.7% | 0.1% | ||
| Q2 25 | 3.2% | 0.1% | ||
| Q1 25 | 4.0% | 0.2% | ||
| Q4 24 | 3.6% | 0.2% | ||
| Q3 24 | 3.8% | 0.1% | ||
| Q2 24 | 6.2% | 0.1% |
现金转化率EWROKU
| Q1 26 | — | — | ||
| Q4 25 | 4.94× | 1.34× | ||
| Q3 25 | 1.97× | 5.14× | ||
| Q2 25 | 0.87× | 10.45× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | -0.33× | — | ||
| Q3 24 | 0.11× | — | ||
| Q2 24 | 1.01× | — |
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
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
