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爱德华生命科学（EW）与西蒙地产集团（SPG）财务数据对比。点击上方公司名可切换其他公司
西蒙地产集团的季度营收约是爱德华生命科学的1.1倍（$1.8B vs $1.6B），西蒙地产集团净利率更高（197.6% vs 23.1%，领先174.5%），爱德华生命科学同比增速更快（16.7% vs 13.2%），过去两年西蒙地产集团的营收复合增速更高（11.4% 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。
西蒙地产集团是美国头部房地产投资信托企业，核心投资范畴涵盖购物中心、奥特莱斯、社区及生活方式中心，是美国规模最大的购物中心持有方，总部位于印第安纳州印第安纳波利斯，截至2024年12月末共持有232处物业的相关权益。
EW vs SPG — 直观对比
营收规模更大
SPG
是对方的1.1倍
$1.6B
营收增速更快
EW
高出3.5%
13.2%
净利率更高
SPG
高出174.5%
23.1%
两年增速更快
SPG
近两年复合增速
9.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.8B |
| 净利润 | $380.7M | $3.5B |
| 毛利率 | 78.0% | — |
| 营业利润率 | 1.8% | 49.7% |
| 净利率 | 23.1% | 197.6% |
| 营收同比 | 16.7% | 13.2% |
| 净利润同比 | 6.8% | 358.7% |
| 每股收益（稀释后） | $0.66 | $9.34 |
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EWSPG
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.8B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.6B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $1.5B |
净利润EWSPG
| Q1 26 | $380.7M | — | ||
| Q4 25 | $91.2M | $3.5B | ||
| Q3 25 | $291.1M | $702.7M | ||
| Q2 25 | $333.2M | $643.7M | ||
| Q1 25 | $358.0M | $477.9M | ||
| Q4 24 | $385.6M | $771.8M | ||
| Q3 24 | $3.1B | $546.7M | ||
| Q2 24 | $366.3M | $569.4M |
毛利率EWSPG
| Q1 26 | 78.0% | — | ||
| Q4 25 | 78.1% | — | ||
| Q3 25 | 77.8% | — | ||
| Q2 25 | 77.5% | — | ||
| Q1 25 | 78.7% | — | ||
| Q4 24 | 78.9% | — | ||
| Q3 24 | 80.6% | — | ||
| Q2 24 | 79.9% | — |
营业利润率EWSPG
| Q1 26 | 1.8% | — | ||
| Q4 25 | 9.6% | 49.7% | ||
| Q3 25 | 19.8% | 50.8% | ||
| Q2 25 | 26.8% | 49.7% | ||
| Q1 25 | 27.9% | 49.4% | ||
| Q4 24 | 22.6% | 52.8% | ||
| Q3 24 | 25.9% | 51.9% | ||
| Q2 24 | 26.8% | 51.7% |
净利率EWSPG
| Q1 26 | 23.1% | — | ||
| Q4 25 | 5.8% | 197.6% | ||
| Q3 25 | 18.7% | 43.9% | ||
| Q2 25 | 21.7% | 43.0% | ||
| Q1 25 | 25.3% | 32.4% | ||
| Q4 24 | 27.8% | 48.8% | ||
| Q3 24 | 226.7% | 36.9% | ||
| Q2 24 | 26.7% | 39.0% |
每股收益（稀释后）EWSPG
| Q1 26 | $0.66 | — | ||
| Q4 25 | $0.16 | $9.34 | ||
| Q3 25 | $0.50 | $1.86 | ||
| Q2 25 | $0.56 | $1.70 | ||
| Q1 25 | $0.61 | $1.27 | ||
| Q4 24 | $0.65 | $2.04 | ||
| Q3 24 | $5.13 | $1.46 | ||
| Q2 24 | $0.61 | $1.51 |
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 | — | $823.1M |
| 总债务越低越好 | — | $28.4B |
| 股东权益账面价值 | — | $5.2B |
| 总资产 | — | $40.6B |
| 负债/权益比越低杠杆越低 | — | 5.46× |
8季度趋势，按日历期对齐
现金及短期投资EWSPG
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $823.1M | ||
| Q3 25 | $3.8B | $1.6B | ||
| Q2 25 | $4.1B | $1.2B | ||
| Q1 25 | $3.9B | $1.4B | ||
| Q4 24 | $4.0B | $1.4B | ||
| Q3 24 | $4.4B | $2.5B | ||
| Q2 24 | $2.0B | $2.5B |
总债务EWSPG
| Q1 26 | — | — | ||
| Q4 25 | — | $28.4B | ||
| Q3 25 | — | $25.8B | ||
| Q2 25 | — | $25.4B | ||
| Q1 25 | — | $24.8B | ||
| Q4 24 | — | $24.3B | ||
| Q3 24 | — | $25.4B | ||
| Q2 24 | — | $25.3B |
股东权益EWSPG
| Q1 26 | — | — | ||
| Q4 25 | $10.3B | $5.2B | ||
| Q3 25 | $10.2B | $2.3B | ||
| Q2 25 | $10.5B | $2.5B | ||
| Q1 25 | $10.1B | $2.6B | ||
| Q4 24 | $10.0B | $2.9B | ||
| Q3 24 | $9.5B | $2.7B | ||
| Q2 24 | $7.4B | $2.9B |
总资产EWSPG
| Q1 26 | — | — | ||
| Q4 25 | $13.7B | $40.6B | ||
| Q3 25 | $13.3B | $33.6B | ||
| Q2 25 | $13.5B | $33.3B | ||
| Q1 25 | $13.0B | $32.5B | ||
| Q4 24 | $13.1B | $32.4B | ||
| Q3 24 | $13.0B | $33.3B | ||
| Q2 24 | $10.1B | $33.4B |
负债/权益比EWSPG
| Q1 26 | — | — | ||
| Q4 25 | — | 5.46× | ||
| Q3 25 | — | 10.98× | ||
| Q2 25 | — | 10.36× | ||
| Q1 25 | — | 9.50× | ||
| Q4 24 | — | 8.25× | ||
| Q3 24 | — | 9.37× | ||
| Q2 24 | — | 8.59× |
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 | — | $1.2B |
| 自由现金流经营现金流 - 资本支出 | — | $948.8M |
| 自由现金流率自由现金流/营收 | — | 53.0% |
| 资本支出强度资本支出/营收 | — | 14.2% |
| 现金转化率经营现金流/净利润 | — | 0.34× |
| 过去12个月自由现金流最近4个季度 | — | $3.2B |
8季度趋势，按日历期对齐
经营现金流EWSPG
| Q1 26 | — | — | ||
| Q4 25 | $450.9M | $1.2B | ||
| Q3 25 | $573.7M | $890.3M | ||
| Q2 25 | $290.2M | $1.2B | ||
| Q1 25 | $280.4M | $827.2M | ||
| Q4 24 | $-127.5M | $1.1B | ||
| Q3 24 | $351.8M | $892.9M | ||
| Q2 24 | $371.5M | $1.1B |
自由现金流EWSPG
| Q1 26 | — | — | ||
| Q4 25 | $353.5M | $948.8M | ||
| Q3 25 | $516.2M | $685.0M | ||
| Q2 25 | $240.9M | $971.3M | ||
| Q1 25 | $224.4M | $597.0M | ||
| Q4 24 | $-177.3M | $867.7M | ||
| Q3 24 | $299.9M | $706.5M | ||
| Q2 24 | $286.1M | $874.8M |
自由现金流率EWSPG
| Q1 26 | — | — | ||
| Q4 25 | 22.5% | 53.0% | ||
| Q3 25 | 33.2% | 42.8% | ||
| Q2 25 | 15.7% | 64.8% | ||
| Q1 25 | 15.9% | 40.5% | ||
| Q4 24 | -12.8% | 54.8% | ||
| Q3 24 | 22.1% | 47.7% | ||
| Q2 24 | 20.9% | 60.0% |
资本支出强度EWSPG
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 14.2% | ||
| Q3 25 | 3.7% | 12.8% | ||
| Q2 25 | 3.2% | 16.3% | ||
| Q1 25 | 4.0% | 15.6% | ||
| Q4 24 | 3.6% | 13.8% | ||
| Q3 24 | 3.8% | 12.6% | ||
| Q2 24 | 6.2% | 12.9% |
现金转化率EWSPG
| Q1 26 | — | — | ||
| Q4 25 | 4.94× | 0.34× | ||
| Q3 25 | 1.97× | 1.27× | ||
| Q2 25 | 0.87× | 1.89× | ||
| Q1 25 | 0.78× | 1.73× | ||
| Q4 24 | -0.33× | 1.41× | ||
| Q3 24 | 0.11× | 1.63× | ||
| Q2 24 | 1.01× | 1.87× |
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
EW
暂无分部数据
SPG
| Real Estate Segment | $1.7B | 95% |
| Other | $86.3M | 5% |
