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爱德华生命科学(EW)与Toast, Inc.(TOST)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Toast, Inc.的1.0倍($1.6B vs $1.6B),爱德华生命科学净利率更高(23.1% vs 6.2%,领先16.9%),Toast, Inc.同比增速更快(22.0% vs 16.7%),过去两年Toast, Inc.的营收复合增速更高(23.3% 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。
Toast, Inc.是总部位于美国马萨诸塞州波士顿的云餐饮管理软件企业,主打基于安卓操作系统研发的一体化销售点(POS)系统,可为餐饮商家提供涵盖收银、订单管理等在内的全场景门店经营解决方案。
EW vs TOST — 直观对比
营收规模更大
EW
是对方的1.0倍
$1.6B
营收增速更快
TOST
高出5.3%
16.7%
净利率更高
EW
高出16.9%
6.2%
两年增速更快
TOST
近两年复合增速
9.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $1.6B |
| 净利润 | $380.7M | $101.0M |
| 毛利率 | 78.0% | 25.9% |
| 营业利润率 | 1.8% | 5.2% |
| 净利率 | 23.1% | 6.2% |
| 营收同比 | 16.7% | 22.0% |
| 净利润同比 | 6.8% | 215.6% |
| 每股收益(稀释后) | $0.66 | $0.18 |
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
TOST
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.5B | $1.6B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.4B | $1.3B | ||
| Q2 24 | $1.4B | $1.2B |
净利润
EW
TOST
| Q1 26 | $380.7M | — | ||
| Q4 25 | $91.2M | $101.0M | ||
| Q3 25 | $291.1M | $105.0M | ||
| Q2 25 | $333.2M | $80.0M | ||
| Q1 25 | $358.0M | $56.0M | ||
| Q4 24 | $385.6M | $32.0M | ||
| Q3 24 | $3.1B | $56.0M | ||
| Q2 24 | $366.3M | $14.0M |
毛利率
EW
TOST
| Q1 26 | 78.0% | — | ||
| Q4 25 | 78.1% | 25.9% | ||
| Q3 25 | 77.8% | 26.5% | ||
| Q2 25 | 77.5% | 25.3% | ||
| Q1 25 | 78.7% | 25.9% | ||
| Q4 24 | 78.9% | 24.9% | ||
| Q3 24 | 80.6% | 24.7% | ||
| Q2 24 | 79.9% | 23.0% |
营业利润率
EW
TOST
| Q1 26 | 1.8% | — | ||
| Q4 25 | 9.6% | 5.2% | ||
| Q3 25 | 19.8% | 5.1% | ||
| Q2 25 | 26.8% | 5.2% | ||
| Q1 25 | 27.9% | 3.2% | ||
| Q4 24 | 22.6% | 2.5% | ||
| Q3 24 | 25.9% | 2.6% | ||
| Q2 24 | 26.8% | 0.4% |
净利率
EW
TOST
| Q1 26 | 23.1% | — | ||
| Q4 25 | 5.8% | 6.2% | ||
| Q3 25 | 18.7% | 6.4% | ||
| Q2 25 | 21.7% | 5.2% | ||
| Q1 25 | 25.3% | 4.2% | ||
| Q4 24 | 27.8% | 2.4% | ||
| Q3 24 | 226.7% | 4.3% | ||
| Q2 24 | 26.7% | 1.1% |
每股收益(稀释后)
EW
TOST
| Q1 26 | $0.66 | — | ||
| Q4 25 | $0.16 | $0.18 | ||
| Q3 25 | $0.50 | $0.16 | ||
| Q2 25 | $0.56 | $0.13 | ||
| Q1 25 | $0.61 | $0.09 | ||
| Q4 24 | $0.65 | $0.09 | ||
| Q3 24 | $5.13 | $0.07 | ||
| Q2 24 | $0.61 | $0.02 |
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 | — | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $2.1B |
| 总资产 | — | $3.1B |
| 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
EW
TOST
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $1.4B | ||
| Q3 25 | $3.8B | $1.4B | ||
| Q2 25 | $4.1B | $1.2B | ||
| Q1 25 | $3.9B | $1.0B | ||
| Q4 24 | $4.0B | $903.0M | ||
| Q3 24 | $4.4B | $761.0M | ||
| Q2 24 | $2.0B | $691.0M |
股东权益
EW
TOST
| Q1 26 | — | — | ||
| Q4 25 | $10.3B | $2.1B | ||
| Q3 25 | $10.2B | $2.0B | ||
| Q2 25 | $10.5B | $1.8B | ||
| Q1 25 | $10.1B | $1.7B | ||
| Q4 24 | $10.0B | $1.5B | ||
| Q3 24 | $9.5B | $1.4B | ||
| Q2 24 | $7.4B | $1.3B |
总资产
EW
TOST
| Q1 26 | — | — | ||
| Q4 25 | $13.7B | $3.1B | ||
| Q3 25 | $13.3B | $3.0B | ||
| Q2 25 | $13.5B | $2.8B | ||
| Q1 25 | $13.0B | $2.6B | ||
| Q4 24 | $13.1B | $2.4B | ||
| Q3 24 | $13.0B | $2.2B | ||
| Q2 24 | $10.1B | $2.2B |
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 | — | $194.0M |
| 自由现金流经营现金流 - 资本支出 | — | $178.0M |
| 自由现金流率自由现金流/营收 | — | 10.9% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | 1.92× |
| 过去12个月自由现金流最近4个季度 | — | $608.0M |
8季度趋势,按日历期对齐
经营现金流
EW
TOST
| Q1 26 | — | — | ||
| Q4 25 | $450.9M | $194.0M | ||
| Q3 25 | $573.7M | $165.0M | ||
| Q2 25 | $290.2M | $223.0M | ||
| Q1 25 | $280.4M | $79.0M | ||
| Q4 24 | $-127.5M | $147.0M | ||
| Q3 24 | $351.8M | $109.0M | ||
| Q2 24 | $371.5M | $124.0M |
自由现金流
EW
TOST
| Q1 26 | — | — | ||
| Q4 25 | $353.5M | $178.0M | ||
| Q3 25 | $516.2M | $153.0M | ||
| Q2 25 | $240.9M | $208.0M | ||
| Q1 25 | $224.4M | $69.0M | ||
| Q4 24 | $-177.3M | $134.0M | ||
| Q3 24 | $299.9M | $97.0M | ||
| Q2 24 | $286.1M | $108.0M |
自由现金流率
EW
TOST
| Q1 26 | — | — | ||
| Q4 25 | 22.5% | 10.9% | ||
| Q3 25 | 33.2% | 9.4% | ||
| Q2 25 | 15.7% | 13.4% | ||
| Q1 25 | 15.9% | 5.2% | ||
| Q4 24 | -12.8% | 10.0% | ||
| Q3 24 | 22.1% | 7.4% | ||
| Q2 24 | 20.9% | 8.7% |
资本支出强度
EW
TOST
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 1.0% | ||
| Q3 25 | 3.7% | 0.7% | ||
| Q2 25 | 3.2% | 1.0% | ||
| Q1 25 | 4.0% | 0.7% | ||
| Q4 24 | 3.6% | 1.0% | ||
| Q3 24 | 3.8% | 0.9% | ||
| Q2 24 | 6.2% | 1.3% |
现金转化率
EW
TOST
| Q1 26 | — | — | ||
| Q4 25 | 4.94× | 1.92× | ||
| Q3 25 | 1.97× | 1.57× | ||
| Q2 25 | 0.87× | 2.79× | ||
| Q1 25 | 0.78× | 1.41× | ||
| Q4 24 | -0.33× | 4.59× | ||
| Q3 24 | 0.11× | 1.95× | ||
| Q2 24 | 1.01× | 8.86× |
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
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |