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爱德华生命科学(EW)与托尔工业(THO)财务数据对比。点击上方公司名可切换其他公司
托尔工业的季度营收约是爱德华生命科学的1.4倍($2.4B vs $1.6B),爱德华生命科学净利率更高(23.1% vs 0.9%,领先22.2%),爱德华生命科学同比增速更快(16.7% vs 11.5%),过去两年爱德华生命科学的营收复合增速更高(9.7% vs 4.0%)
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。
托尔工业是美国知名休闲房车(RV)生产商,旗下拥有Airstream、Heartland RV、Jayco等多个子品牌,主营拖挂式及自行式休闲房车的生产销售,总部位于印第安纳州埃尔克哈特,在密歇根、俄亥俄、爱达荷、俄勒冈等多个州设有生产基地。
EW vs THO — 直观对比
营收规模更大
THO
是对方的1.4倍
$1.6B
营收增速更快
EW
高出5.2%
11.5%
净利率更高
EW
高出22.2%
0.9%
两年增速更快
EW
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $2.4B |
| 净利润 | $380.7M | $21.7M |
| 毛利率 | 78.0% | 13.4% |
| 营业利润率 | 1.8% | 1.4% |
| 净利率 | 23.1% | 0.9% |
| 营收同比 | 16.7% | 11.5% |
| 净利润同比 | 6.8% | 1282.8% |
| 每股收益(稀释后) | $0.66 | $0.41 |
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
THO
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $2.4B | ||
| Q3 25 | $1.6B | $2.5B | ||
| Q2 25 | $1.5B | $2.9B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.4B | $2.5B | ||
| Q2 24 | $1.4B | $2.8B |
净利润
EW
THO
| Q1 26 | $380.7M | — | ||
| Q4 25 | $91.2M | $21.7M | ||
| Q3 25 | $291.1M | $125.8M | ||
| Q2 25 | $333.2M | $135.2M | ||
| Q1 25 | $358.0M | $-551.0K | ||
| Q4 24 | $385.6M | $-1.8M | ||
| Q3 24 | $3.1B | $90.0M | ||
| Q2 24 | $366.3M | $114.5M |
毛利率
EW
THO
| Q1 26 | 78.0% | — | ||
| Q4 25 | 78.1% | 13.4% | ||
| Q3 25 | 77.8% | 14.7% | ||
| Q2 25 | 77.5% | 15.3% | ||
| Q1 25 | 78.7% | 12.1% | ||
| Q4 24 | 78.9% | 13.1% | ||
| Q3 24 | 80.6% | 15.8% | ||
| Q2 24 | 79.9% | 15.1% |
营业利润率
EW
THO
| Q1 26 | 1.8% | — | ||
| Q4 25 | 9.6% | 1.4% | ||
| Q3 25 | 19.8% | 5.7% | ||
| Q2 25 | 26.8% | 5.4% | ||
| Q1 25 | 27.9% | -0.1% | ||
| Q4 24 | 22.6% | -0.1% | ||
| Q3 24 | 25.9% | 5.0% | ||
| Q2 24 | 26.8% | 5.1% |
净利率
EW
THO
| Q1 26 | 23.1% | — | ||
| Q4 25 | 5.8% | 0.9% | ||
| Q3 25 | 18.7% | 5.0% | ||
| Q2 25 | 21.7% | 4.7% | ||
| Q1 25 | 25.3% | -0.0% | ||
| Q4 24 | 27.8% | -0.1% | ||
| Q3 24 | 226.7% | 3.6% | ||
| Q2 24 | 26.7% | 4.1% |
每股收益(稀释后)
EW
THO
| Q1 26 | $0.66 | — | ||
| Q4 25 | $0.16 | $0.41 | ||
| Q3 25 | $0.50 | $2.35 | ||
| Q2 25 | $0.56 | $2.53 | ||
| Q1 25 | $0.61 | $-0.01 | ||
| Q4 24 | $0.65 | $-0.03 | ||
| Q3 24 | $5.13 | $1.69 | ||
| Q2 24 | $0.61 | $2.13 |
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 | — | $509.9M |
| 总债务越低越好 | — | $916.0M |
| 股东权益账面价值 | — | $4.3B |
| 总资产 | — | $7.0B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势,按日历期对齐
现金及短期投资
EW
THO
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $509.9M | ||
| Q3 25 | $3.8B | $586.6M | ||
| Q2 25 | $4.1B | $508.3M | ||
| Q1 25 | $3.9B | $373.8M | ||
| Q4 24 | $4.0B | $445.2M | ||
| Q3 24 | $4.4B | $501.3M | ||
| Q2 24 | $2.0B | $371.8M |
总债务
EW
THO
| Q1 26 | — | — | ||
| Q4 25 | — | $916.0M | ||
| Q3 25 | — | $923.0M | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.2B |
股东权益
EW
THO
| Q1 26 | — | — | ||
| Q4 25 | $10.3B | $4.3B | ||
| Q3 25 | $10.2B | $4.3B | ||
| Q2 25 | $10.5B | $4.2B | ||
| Q1 25 | $10.1B | $4.0B | ||
| Q4 24 | $10.0B | $4.1B | ||
| Q3 24 | $9.5B | $4.1B | ||
| Q2 24 | $7.4B | $4.0B |
总资产
EW
THO
| Q1 26 | — | — | ||
| Q4 25 | $13.7B | $7.0B | ||
| Q3 25 | $13.3B | $7.1B | ||
| Q2 25 | $13.5B | $7.2B | ||
| Q1 25 | $13.0B | $6.7B | ||
| Q4 24 | $13.1B | $6.9B | ||
| Q3 24 | $13.0B | $7.0B | ||
| Q2 24 | $10.1B | $7.2B |
负债/权益比
EW
THO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | 0.28× | ||
| Q2 24 | — | 0.31× |
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 | — | $-44.9M |
| 自由现金流经营现金流 - 资本支出 | — | $-74.8M |
| 自由现金流率自由现金流/营收 | — | -3.1% |
| 资本支出强度资本支出/营收 | — | 1.3% |
| 现金转化率经营现金流/净利润 | — | -2.07× |
| 过去12个月自由现金流最近4个季度 | — | $375.1M |
8季度趋势,按日历期对齐
经营现金流
EW
THO
| Q1 26 | — | — | ||
| Q4 25 | $450.9M | $-44.9M | ||
| Q3 25 | $573.7M | $258.7M | ||
| Q2 25 | $290.2M | $257.7M | ||
| Q1 25 | $280.4M | $30.8M | ||
| Q4 24 | $-127.5M | $30.7M | ||
| Q3 24 | $351.8M | $338.0M | ||
| Q2 24 | $371.5M | $251.7M |
自由现金流
EW
THO
| Q1 26 | — | — | ||
| Q4 25 | $353.5M | $-74.8M | ||
| Q3 25 | $516.2M | $221.6M | ||
| Q2 25 | $240.9M | $222.5M | ||
| Q1 25 | $224.4M | $5.8M | ||
| Q4 24 | $-177.3M | $6.4M | ||
| Q3 24 | $299.9M | $301.3M | ||
| Q2 24 | $286.1M | $225.4M |
自由现金流率
EW
THO
| Q1 26 | — | — | ||
| Q4 25 | 22.5% | -3.1% | ||
| Q3 25 | 33.2% | 8.8% | ||
| Q2 25 | 15.7% | 7.7% | ||
| Q1 25 | 15.9% | 0.3% | ||
| Q4 24 | -12.8% | 0.3% | ||
| Q3 24 | 22.1% | 11.9% | ||
| Q2 24 | 20.9% | 8.0% |
资本支出强度
EW
THO
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 1.3% | ||
| Q3 25 | 3.7% | 1.5% | ||
| Q2 25 | 3.2% | 1.2% | ||
| Q1 25 | 4.0% | 1.2% | ||
| Q4 24 | 3.6% | 1.1% | ||
| Q3 24 | 3.8% | 1.4% | ||
| Q2 24 | 6.2% | 0.9% |
现金转化率
EW
THO
| Q1 26 | — | — | ||
| Q4 25 | 4.94× | -2.07× | ||
| Q3 25 | 1.97× | 2.06× | ||
| Q2 25 | 0.87× | 1.91× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | -0.33× | — | ||
| Q3 24 | 0.11× | 3.76× | ||
| Q2 24 | 1.01× | 2.20× |
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
THO
| Other | $417.1M | 17% |
| Travel Trailers | $403.6M | 17% |
| Motorcaravan | $391.9M | 16% |
| Fifth Wheels Towables | $306.9M | 13% |
| Classc Motorized | $297.2M | 12% |
| Campervan | $188.3M | 8% |
| Classa Motorized | $169.9M | 7% |
| Classb Motorized | $110.0M | 5% |
| Other Rv Related | $70.0M | 3% |
| Caravan | $34.3M | 1% |