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爱德华生命科学(EW)与Steris(STE)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Steris的1.1倍($1.6B vs $1.5B),爱德华生命科学净利率更高(23.1% vs 12.9%,领先10.2%),爱德华生命科学同比增速更快(16.7% vs 9.2%),过去两年Steris的营收复合增速更高(15.8% 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。
Steris plc是一家美爱合资的医疗设备企业,专注于为美国医疗体系提供灭菌服务及外科手术相关产品。其实际运营总部位于美国俄亥俄州门托市,深耕医疗消毒、感染防控、手术耗材等领域,为医疗机构提供专业可靠的医疗解决方案。
EW vs STE — 直观对比
营收规模更大
EW
是对方的1.1倍
$1.5B
营收增速更快
EW
高出7.5%
9.2%
净利率更高
EW
高出10.2%
12.9%
两年增速更快
STE
近两年复合增速
9.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $1.5B |
| 净利润 | $380.7M | $192.9M |
| 毛利率 | 78.0% | 43.8% |
| 营业利润率 | 1.8% | 18.3% |
| 净利率 | 23.1% | 12.9% |
| 营收同比 | 16.7% | 9.2% |
| 净利润同比 | 6.8% | 11.2% |
| 每股收益(稀释后) | $0.66 | $1.96 |
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
STE
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.6B | $1.5B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | $1.4B | $1.3B | ||
| Q2 24 | $1.4B | $1.3B |
净利润
EW
STE
| Q1 26 | $380.7M | — | ||
| Q4 25 | $91.2M | $192.9M | ||
| Q3 25 | $291.1M | $191.9M | ||
| Q2 25 | $333.2M | $177.4M | ||
| Q1 25 | $358.0M | $145.7M | ||
| Q4 24 | $385.6M | $173.5M | ||
| Q3 24 | $3.1B | $150.0M | ||
| Q2 24 | $366.3M | $145.4M |
毛利率
EW
STE
| Q1 26 | 78.0% | — | ||
| Q4 25 | 78.1% | 43.8% | ||
| Q3 25 | 77.8% | 44.2% | ||
| Q2 25 | 77.5% | 45.1% | ||
| Q1 25 | 78.7% | 43.3% | ||
| Q4 24 | 78.9% | 44.5% | ||
| Q3 24 | 80.6% | 43.6% | ||
| Q2 24 | 79.9% | 44.7% |
营业利润率
EW
STE
| Q1 26 | 1.8% | — | ||
| Q4 25 | 9.6% | 18.3% | ||
| Q3 25 | 19.8% | 18.2% | ||
| Q2 25 | 26.8% | 17.7% | ||
| Q1 25 | 27.9% | 14.6% | ||
| Q4 24 | 22.6% | 17.9% | ||
| Q3 24 | 25.9% | 16.5% | ||
| Q2 24 | 26.8% | 14.5% |
净利率
EW
STE
| Q1 26 | 23.1% | — | ||
| Q4 25 | 5.8% | 12.9% | ||
| Q3 25 | 18.7% | 13.1% | ||
| Q2 25 | 21.7% | 12.8% | ||
| Q1 25 | 25.3% | 9.8% | ||
| Q4 24 | 27.8% | 12.7% | ||
| Q3 24 | 226.7% | 11.3% | ||
| Q2 24 | 26.7% | 11.4% |
每股收益(稀释后)
EW
STE
| Q1 26 | $0.66 | — | ||
| Q4 25 | $0.16 | $1.96 | ||
| Q3 25 | $0.50 | $1.94 | ||
| Q2 25 | $0.56 | $1.79 | ||
| Q1 25 | $0.61 | $1.48 | ||
| Q4 24 | $0.65 | $1.75 | ||
| Q3 24 | $5.13 | $1.51 | ||
| Q2 24 | $0.61 | $1.46 |
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 | — | $423.7M |
| 总债务越低越好 | — | $1.9B |
| 股东权益账面价值 | — | $7.2B |
| 总资产 | — | $10.6B |
| 负债/权益比越低杠杆越低 | — | 0.27× |
8季度趋势,按日历期对齐
现金及短期投资
EW
STE
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $423.7M | ||
| Q3 25 | $3.8B | $319.2M | ||
| Q2 25 | $4.1B | $279.7M | ||
| Q1 25 | $3.9B | $171.7M | ||
| Q4 24 | $4.0B | $155.2M | ||
| Q3 24 | $4.4B | $172.2M | ||
| Q2 24 | $2.0B | $198.3M |
总债务
EW
STE
| Q1 26 | — | — | ||
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.2B |
股东权益
EW
STE
| Q1 26 | — | — | ||
| Q4 25 | $10.3B | $7.2B | ||
| Q3 25 | $10.2B | $7.0B | ||
| Q2 25 | $10.5B | $7.0B | ||
| Q1 25 | $10.1B | $6.6B | ||
| Q4 24 | $10.0B | $6.4B | ||
| Q3 24 | $9.5B | $6.6B | ||
| Q2 24 | $7.4B | $6.4B |
总资产
EW
STE
| Q1 26 | — | — | ||
| Q4 25 | $13.7B | $10.6B | ||
| Q3 25 | $13.3B | $10.4B | ||
| Q2 25 | $13.5B | $10.4B | ||
| Q1 25 | $13.0B | $10.1B | ||
| Q4 24 | $13.1B | $10.0B | ||
| Q3 24 | $13.0B | $10.2B | ||
| Q2 24 | $10.1B | $10.1B |
负债/权益比
EW
STE
| Q1 26 | — | — | ||
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.33× | ||
| Q2 24 | — | 0.35× |
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 | — | $298.2M |
| 自由现金流经营现金流 - 资本支出 | — | $199.5M |
| 自由现金流率自由现金流/营收 | — | 13.3% |
| 资本支出强度资本支出/营收 | — | 6.6% |
| 现金转化率经营现金流/净利润 | — | 1.55× |
| 过去12个月自由现金流最近4个季度 | — | $917.1M |
8季度趋势,按日历期对齐
经营现金流
EW
STE
| Q1 26 | — | — | ||
| Q4 25 | $450.9M | $298.2M | ||
| Q3 25 | $573.7M | $287.8M | ||
| Q2 25 | $290.2M | $420.0M | ||
| Q1 25 | $280.4M | $260.8M | ||
| Q4 24 | $-127.5M | $332.8M | ||
| Q3 24 | $351.8M | $250.7M | ||
| Q2 24 | $371.5M | $303.7M |
自由现金流
EW
STE
| Q1 26 | — | — | ||
| Q4 25 | $353.5M | $199.5M | ||
| Q3 25 | $516.2M | $201.3M | ||
| Q2 25 | $240.9M | $326.4M | ||
| Q1 25 | $224.4M | $189.9M | ||
| Q4 24 | $-177.3M | $243.6M | ||
| Q3 24 | $299.9M | $148.8M | ||
| Q2 24 | $286.1M | $195.7M |
自由现金流率
EW
STE
| Q1 26 | — | — | ||
| Q4 25 | 22.5% | 13.3% | ||
| Q3 25 | 33.2% | 13.8% | ||
| Q2 25 | 15.7% | 23.5% | ||
| Q1 25 | 15.9% | 12.8% | ||
| Q4 24 | -12.8% | 17.8% | ||
| Q3 24 | 22.1% | 11.2% | ||
| Q2 24 | 20.9% | 15.3% |
资本支出强度
EW
STE
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 6.6% | ||
| Q3 25 | 3.7% | 5.9% | ||
| Q2 25 | 3.2% | 6.7% | ||
| Q1 25 | 4.0% | 4.8% | ||
| Q4 24 | 3.6% | 6.5% | ||
| Q3 24 | 3.8% | 7.7% | ||
| Q2 24 | 6.2% | 8.4% |
现金转化率
EW
STE
| Q1 26 | — | — | ||
| Q4 25 | 4.94× | 1.55× | ||
| Q3 25 | 1.97× | 1.50× | ||
| Q2 25 | 0.87× | 2.37× | ||
| Q1 25 | 0.78× | 1.79× | ||
| Q4 24 | -0.33× | 1.92× | ||
| Q3 24 | 0.11× | 1.67× | ||
| Q2 24 | 1.01× | 2.09× |
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
STE
| Servicerevenues | $404.7M | 27% |
| Consumablerevenues | $387.1M | 26% |
| Applied Sterilization Technologies | $286.6M | 19% |
| Capitalequipmentrevenues | $272.1M | 18% |
| Life Science | $145.8M | 10% |