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爱德华生命科学（EW）与Ulta Beauty（ULTA）财务数据对比。点击上方公司名可切换其他公司
Ulta Beauty的季度营收约是爱德华生命科学的1.7倍（$2.9B vs $1.6B），爱德华生命科学净利率更高（23.1% vs 8.1%，领先15.0%），爱德华生命科学同比增速更快（16.7% vs 12.9%），过去两年爱德华生命科学的营收复合增速更高（9.7% vs 7.2%）
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。
Ulta Beauty是美国头部美妆连锁品牌，总部位于伊利诺伊州博林布鲁克，旗下门店在售商品覆盖高低端彩妆、香水、美甲、身体护理、美发产品及美妆工具等全品类美妆个护产品，每家门店均配备对外开放的美容沙龙，为消费者提供一站式美妆消费及服务体验。
EW vs ULTA — 直观对比
营收规模更大
ULTA
是对方的1.7倍
$1.6B
营收增速更快
EW
高出3.8%
12.9%
净利率更高
EW
高出15.0%
8.1%
两年增速更快
EW
近两年复合增速
7.2%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.9B |
| 净利润 | $380.7M | $230.9M |
| 毛利率 | 78.0% | 40.4% |
| 营业利润率 | 1.8% | 10.8% |
| 净利率 | 23.1% | 8.1% |
| 营收同比 | 16.7% | 12.9% |
| 净利润同比 | 6.8% | -4.7% |
| 每股收益（稀释后） | $0.66 | $5.14 |
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EWULTA
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $2.9B | ||
| Q3 25 | $1.6B | $2.8B | ||
| Q2 25 | $1.5B | $2.8B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | $2.5B | ||
| Q3 24 | $1.4B | $2.6B | ||
| Q2 24 | $1.4B | $2.7B |
净利润EWULTA
| Q1 26 | $380.7M | — | ||
| Q4 25 | $91.2M | $230.9M | ||
| Q3 25 | $291.1M | $260.9M | ||
| Q2 25 | $333.2M | $305.1M | ||
| Q1 25 | $358.0M | — | ||
| Q4 24 | $385.6M | $242.2M | ||
| Q3 24 | $3.1B | $252.6M | ||
| Q2 24 | $366.3M | $313.1M |
毛利率EWULTA
| Q1 26 | 78.0% | — | ||
| Q4 25 | 78.1% | 40.4% | ||
| Q3 25 | 77.8% | 39.2% | ||
| Q2 25 | 77.5% | 39.1% | ||
| Q1 25 | 78.7% | — | ||
| Q4 24 | 78.9% | 39.7% | ||
| Q3 24 | 80.6% | 38.3% | ||
| Q2 24 | 79.9% | 39.2% |
营业利润率EWULTA
| Q1 26 | 1.8% | — | ||
| Q4 25 | 9.6% | 10.8% | ||
| Q3 25 | 19.8% | 12.4% | ||
| Q2 25 | 26.8% | 14.1% | ||
| Q1 25 | 27.9% | — | ||
| Q4 24 | 22.6% | 12.6% | ||
| Q3 24 | 25.9% | 12.9% | ||
| Q2 24 | 26.8% | 14.7% |
净利率EWULTA
| Q1 26 | 23.1% | — | ||
| Q4 25 | 5.8% | 8.1% | ||
| Q3 25 | 18.7% | 9.4% | ||
| Q2 25 | 21.7% | 10.7% | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 27.8% | 9.6% | ||
| Q3 24 | 226.7% | 9.9% | ||
| Q2 24 | 26.7% | 11.5% |
每股收益（稀释后）EWULTA
| Q1 26 | $0.66 | — | ||
| Q4 25 | $0.16 | $5.14 | ||
| Q3 25 | $0.50 | $5.78 | ||
| Q2 25 | $0.56 | $6.70 | ||
| Q1 25 | $0.61 | — | ||
| Q4 24 | $0.65 | $5.14 | ||
| Q3 24 | $5.13 | $5.30 | ||
| Q2 24 | $0.61 | $6.47 |
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 | — | $204.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $2.6B |
| 总资产 | — | $7.0B |
| 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EWULTA
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $204.9M | ||
| Q3 25 | $3.8B | $242.7M | ||
| Q2 25 | $4.1B | $454.6M | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $4.0B | $177.8M | ||
| Q3 24 | $4.4B | $414.0M | ||
| Q2 24 | $2.0B | $524.6M |
股东权益EWULTA
| Q1 26 | — | — | ||
| Q4 25 | $10.3B | $2.6B | ||
| Q3 25 | $10.2B | $2.6B | ||
| Q2 25 | $10.5B | $2.4B | ||
| Q1 25 | $10.1B | — | ||
| Q4 24 | $10.0B | $2.3B | ||
| Q3 24 | $9.5B | $2.3B | ||
| Q2 24 | $7.4B | $2.3B |
总资产EWULTA
| Q1 26 | — | — | ||
| Q4 25 | $13.7B | $7.0B | ||
| Q3 25 | $13.3B | $6.6B | ||
| Q2 25 | $13.5B | $6.0B | ||
| Q1 25 | $13.0B | — | ||
| Q4 24 | $13.1B | $6.0B | ||
| Q3 24 | $13.0B | $5.7B | ||
| Q2 24 | $10.1B | $5.6B |
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 | — | $5.6M |
| 自由现金流经营现金流 - 资本支出 | — | $-81.6M |
| 自由现金流率自由现金流/营收 | — | -2.9% |
| 资本支出强度资本支出/营收 | — | 3.1% |
| 现金转化率经营现金流/净利润 | — | 0.02× |
| 过去12个月自由现金流最近4个季度 | — | $-92.2M |
8季度趋势，按日历期对齐
经营现金流EWULTA
| Q1 26 | — | — | ||
| Q4 25 | $450.9M | $5.6M | ||
| Q3 25 | $573.7M | $96.5M | ||
| Q2 25 | $290.2M | $220.0M | ||
| Q1 25 | $280.4M | — | ||
| Q4 24 | $-127.5M | $-56.8M | ||
| Q3 24 | $351.8M | $199.5M | ||
| Q2 24 | $371.5M | $159.3M |
自由现金流EWULTA
| Q1 26 | — | — | ||
| Q4 25 | $353.5M | $-81.6M | ||
| Q3 25 | $516.2M | $19.6M | ||
| Q2 25 | $240.9M | $141.0M | ||
| Q1 25 | $224.4M | — | ||
| Q4 24 | $-177.3M | $-171.1M | ||
| Q3 24 | $299.9M | $104.3M | ||
| Q2 24 | $286.1M | $68.3M |
自由现金流率EWULTA
| Q1 26 | — | — | ||
| Q4 25 | 22.5% | -2.9% | ||
| Q3 25 | 33.2% | 0.7% | ||
| Q2 25 | 15.7% | 4.9% | ||
| Q1 25 | 15.9% | — | ||
| Q4 24 | -12.8% | -6.8% | ||
| Q3 24 | 22.1% | 4.1% | ||
| Q2 24 | 20.9% | 2.5% |
资本支出强度EWULTA
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 3.1% | ||
| Q3 25 | 3.7% | 2.8% | ||
| Q2 25 | 3.2% | 2.8% | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | 3.6% | 4.5% | ||
| Q3 24 | 3.8% | 3.7% | ||
| Q2 24 | 6.2% | 3.3% |
现金转化率EWULTA
| Q1 26 | — | — | ||
| Q4 25 | 4.94× | 0.02× | ||
| Q3 25 | 1.97× | 0.37× | ||
| Q2 25 | 0.87× | 0.72× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | -0.33× | -0.23× | ||
| Q3 24 | 0.11× | 0.79× | ||
| Q2 24 | 1.01× | 0.51× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
