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爱德华生命科学(EW)与Wabtec(WAB)财务数据对比。点击上方公司名可切换其他公司
Wabtec的季度营收约是爱德华生命科学的1.8倍($3.0B vs $1.6B),爱德华生命科学净利率更高(23.1% vs 12.3%,领先10.8%),爱德华生命科学同比增速更快(16.7% vs 13.0%),过去两年爱德华生命科学的营收复合增速更高(9.7% vs 5.6%)
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。
西屋空气制动技术公司(通称Wabtec)是美国知名轨道交通设备企业,1999年由西屋空气制动公司(WABCO)与动力设备厂商MotivePower合并组建,总部设于宾夕法尼亚州匹兹堡,在全球轨交制动系统、牵引动力设备等领域拥有领先的技术实力与市场份额。
EW vs WAB — 直观对比
营收规模更大
WAB
是对方的1.8倍
$1.6B
营收增速更快
EW
高出3.7%
13.0%
净利率更高
EW
高出10.8%
12.3%
两年增速更快
EW
近两年复合增速
5.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $3.0B |
| 净利润 | $380.7M | $363.0M |
| 毛利率 | 78.0% | 36.0% |
| 营业利润率 | 1.8% | 17.5% |
| 净利率 | 23.1% | 12.3% |
| 营收同比 | 16.7% | 13.0% |
| 净利润同比 | 6.8% | 11.0% |
| 每股收益(稀释后) | $0.66 | $2.12 |
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
WAB
| Q1 26 | $1.6B | $3.0B | ||
| Q4 25 | $1.6B | $3.0B | ||
| Q3 25 | $1.6B | $2.9B | ||
| Q2 25 | $1.5B | $2.7B | ||
| Q1 25 | $1.4B | $2.6B | ||
| Q4 24 | $1.4B | $2.6B | ||
| Q3 24 | $1.4B | $2.7B | ||
| Q2 24 | $1.4B | $2.6B |
净利润
EW
WAB
| Q1 26 | $380.7M | $363.0M | ||
| Q4 25 | $91.2M | $202.0M | ||
| Q3 25 | $291.1M | $310.0M | ||
| Q2 25 | $333.2M | $336.0M | ||
| Q1 25 | $358.0M | $322.0M | ||
| Q4 24 | $385.6M | $212.0M | ||
| Q3 24 | $3.1B | $283.0M | ||
| Q2 24 | $366.3M | $289.0M |
毛利率
EW
WAB
| Q1 26 | 78.0% | 36.0% | ||
| Q4 25 | 78.1% | 32.6% | ||
| Q3 25 | 77.8% | 34.7% | ||
| Q2 25 | 77.5% | 34.7% | ||
| Q1 25 | 78.7% | 34.5% | ||
| Q4 24 | 78.9% | 30.9% | ||
| Q3 24 | 80.6% | 33.0% | ||
| Q2 24 | 79.9% | 33.1% |
营业利润率
EW
WAB
| Q1 26 | 1.8% | 17.5% | ||
| Q4 25 | 9.6% | 12.0% | ||
| Q3 25 | 19.8% | 17.0% | ||
| Q2 25 | 26.8% | 17.4% | ||
| Q1 25 | 27.9% | 18.2% | ||
| Q4 24 | 22.6% | 12.9% | ||
| Q3 24 | 25.9% | 16.3% | ||
| Q2 24 | 26.8% | 16.3% |
净利率
EW
WAB
| Q1 26 | 23.1% | 12.3% | ||
| Q4 25 | 5.8% | 6.8% | ||
| Q3 25 | 18.7% | 10.7% | ||
| Q2 25 | 21.7% | 12.4% | ||
| Q1 25 | 25.3% | 12.3% | ||
| Q4 24 | 27.8% | 8.2% | ||
| Q3 24 | 226.7% | 10.6% | ||
| Q2 24 | 26.7% | 10.9% |
每股收益(稀释后)
EW
WAB
| Q1 26 | $0.66 | $2.12 | ||
| Q4 25 | $0.16 | $1.18 | ||
| Q3 25 | $0.50 | $1.81 | ||
| Q2 25 | $0.56 | $1.96 | ||
| Q1 25 | $0.61 | $1.88 | ||
| Q4 24 | $0.65 | $1.24 | ||
| Q3 24 | $5.13 | $1.63 | ||
| Q2 24 | $0.61 | $1.64 |
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 | — | — |
| 总债务越低越好 | — | $4.7B |
| 股东权益账面价值 | — | $11.1B |
| 总资产 | — | $23.2B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势,按日历期对齐
现金及短期投资
EW
WAB
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | — | ||
| Q3 25 | $3.8B | — | ||
| Q2 25 | $4.1B | — | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.4B | — | ||
| Q2 24 | $2.0B | — |
总债务
EW
WAB
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | $5.3B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $4.0B |
股东权益
EW
WAB
| Q1 26 | — | $11.1B | ||
| Q4 25 | $10.3B | $11.1B | ||
| Q3 25 | $10.2B | $11.0B | ||
| Q2 25 | $10.5B | $10.8B | ||
| Q1 25 | $10.1B | $10.4B | ||
| Q4 24 | $10.0B | $10.1B | ||
| Q3 24 | $9.5B | $10.3B | ||
| Q2 24 | $7.4B | $10.5B |
总资产
EW
WAB
| Q1 26 | — | $23.2B | ||
| Q4 25 | $13.7B | $22.1B | ||
| Q3 25 | $13.3B | $21.5B | ||
| Q2 25 | $13.5B | $20.4B | ||
| Q1 25 | $13.0B | $19.1B | ||
| Q4 24 | $13.1B | $18.7B | ||
| Q3 24 | $13.0B | $18.6B | ||
| Q2 24 | $10.1B | $18.9B |
负债/权益比
EW
WAB
| Q1 26 | — | 0.42× | ||
| Q4 25 | — | 0.50× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.39× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | 0.38× |
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 | — | $199.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 0.55× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
EW
WAB
| Q1 26 | — | $199.0M | ||
| Q4 25 | $450.9M | $992.0M | ||
| Q3 25 | $573.7M | $367.0M | ||
| Q2 25 | $290.2M | $209.0M | ||
| Q1 25 | $280.4M | $191.0M | ||
| Q4 24 | $-127.5M | $723.0M | ||
| Q3 24 | $351.8M | $542.0M | ||
| Q2 24 | $371.5M | $235.0M |
自由现金流
EW
WAB
| Q1 26 | — | — | ||
| Q4 25 | $353.5M | $870.0M | ||
| Q3 25 | $516.2M | $312.0M | ||
| Q2 25 | $240.9M | $170.0M | ||
| Q1 25 | $224.4M | $147.0M | ||
| Q4 24 | $-177.3M | $639.0M | ||
| Q3 24 | $299.9M | $496.0M | ||
| Q2 24 | $286.1M | $189.0M |
自由现金流率
EW
WAB
| Q1 26 | — | — | ||
| Q4 25 | 22.5% | 29.3% | ||
| Q3 25 | 33.2% | 10.8% | ||
| Q2 25 | 15.7% | 6.3% | ||
| Q1 25 | 15.9% | 5.6% | ||
| Q4 24 | -12.8% | 24.7% | ||
| Q3 24 | 22.1% | 18.6% | ||
| Q2 24 | 20.9% | 7.1% |
资本支出强度
EW
WAB
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 4.1% | ||
| Q3 25 | 3.7% | 1.9% | ||
| Q2 25 | 3.2% | 1.4% | ||
| Q1 25 | 4.0% | 1.7% | ||
| Q4 24 | 3.6% | 3.3% | ||
| Q3 24 | 3.8% | 1.7% | ||
| Q2 24 | 6.2% | 1.7% |
现金转化率
EW
WAB
| Q1 26 | — | 0.55× | ||
| Q4 25 | 4.94× | 4.91× | ||
| Q3 25 | 1.97× | 1.18× | ||
| Q2 25 | 0.87× | 0.62× | ||
| Q1 25 | 0.78× | 0.59× | ||
| Q4 24 | -0.33× | 3.41× | ||
| Q3 24 | 0.11× | 1.92× | ||
| Q2 24 | 1.01× | 0.81× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图