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爱德华生命科学（EW）与捷迈邦美（ZBH）财务数据对比。点击上方公司名可切换其他公司
捷迈邦美的季度营收约是爱德华生命科学的1.3倍（$2.1B vs $1.6B），爱德华生命科学净利率更高（23.1% vs 11.4%，领先11.7%），爱德华生命科学同比增速更快（16.7% vs 9.3%），过去两年爱德华生命科学的营收复合增速更高（9.7% vs 3.7%）
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。
捷迈邦美是一家美国上市的医疗设备企业，1927年成立，最初以生产铝制夹板为核心业务，总部设于印第安纳州华沙市，是当地医疗设备产业集群的核心成员，在全球骨科医疗器械领域拥有较高知名度。
EW vs ZBH — 直观对比
营收规模更大
ZBH
是对方的1.3倍
$1.6B
营收增速更快
EW
高出7.4%
9.3%
净利率更高
EW
高出11.7%
11.4%
两年增速更快
EW
近两年复合增速
3.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.1B |
| 净利润 | $380.7M | $238.3M |
| 毛利率 | 78.0% | 64.6% |
| 营业利润率 | 1.8% | 17.9% |
| 净利率 | 23.1% | 11.4% |
| 营收同比 | 16.7% | 9.3% |
| 净利润同比 | 6.8% | 30.5% |
| 每股收益（稀释后） | $0.66 | $1.22 |
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EWZBH
| Q1 26 | $1.6B | $2.1B | ||
| Q4 25 | $1.6B | $2.2B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.4B | $2.0B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.4B | $1.9B |
净利润EWZBH
| Q1 26 | $380.7M | $238.3M | ||
| Q4 25 | $91.2M | $139.4M | ||
| Q3 25 | $291.1M | $230.9M | ||
| Q2 25 | $333.2M | $152.8M | ||
| Q1 25 | $358.0M | $182.0M | ||
| Q4 24 | $385.6M | $239.5M | ||
| Q3 24 | $3.1B | $249.1M | ||
| Q2 24 | $366.3M | $242.8M |
毛利率EWZBH
| Q1 26 | 78.0% | 64.6% | ||
| Q4 25 | 78.1% | 64.7% | ||
| Q3 25 | 77.8% | 72.1% | ||
| Q2 25 | 77.5% | 71.5% | ||
| Q1 25 | 78.7% | 71.2% | ||
| Q4 24 | 78.9% | 71.0% | ||
| Q3 24 | 80.6% | 70.5% | ||
| Q2 24 | 79.9% | 71.5% |
营业利润率EWZBH
| Q1 26 | 1.8% | 17.9% | ||
| Q4 25 | 9.6% | 6.9% | ||
| Q3 25 | 19.8% | 17.6% | ||
| Q2 25 | 26.8% | 14.4% | ||
| Q1 25 | 27.9% | 15.3% | ||
| Q4 24 | 22.6% | 19.2% | ||
| Q3 24 | 25.9% | 15.3% | ||
| Q2 24 | 26.8% | 18.1% |
净利率EWZBH
| Q1 26 | 23.1% | 11.4% | ||
| Q4 25 | 5.8% | 6.2% | ||
| Q3 25 | 18.7% | 11.5% | ||
| Q2 25 | 21.7% | 7.4% | ||
| Q1 25 | 25.3% | 9.5% | ||
| Q4 24 | 27.8% | 11.8% | ||
| Q3 24 | 226.7% | 13.7% | ||
| Q2 24 | 26.7% | 12.5% |
每股收益（稀释后）EWZBH
| Q1 26 | $0.66 | $1.22 | ||
| Q4 25 | $0.16 | $0.71 | ||
| Q3 25 | $0.50 | $1.16 | ||
| Q2 25 | $0.56 | $0.77 | ||
| Q1 25 | $0.61 | $0.91 | ||
| Q4 24 | $0.65 | $1.18 | ||
| Q3 24 | $5.13 | $1.23 | ||
| Q2 24 | $0.61 | $1.18 |
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 | — | $424.2M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | — | $12.7B |
| 总资产 | — | $22.7B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资EWZBH
| Q1 26 | — | $424.2M | ||
| Q4 25 | $4.2B | $591.9M | ||
| Q3 25 | $3.8B | $1.3B | ||
| Q2 25 | $4.1B | $556.9M | ||
| Q1 25 | $3.9B | $1.4B | ||
| Q4 24 | $4.0B | $525.5M | ||
| Q3 24 | $4.4B | $569.0M | ||
| Q2 24 | $2.0B | $420.1M |
总债务EWZBH
| Q1 26 | — | $7.5B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益EWZBH
| Q1 26 | — | $12.7B | ||
| Q4 25 | $10.3B | $12.7B | ||
| Q3 25 | $10.2B | $12.8B | ||
| Q2 25 | $10.5B | $12.5B | ||
| Q1 25 | $10.1B | $12.4B | ||
| Q4 24 | $10.0B | $12.5B | ||
| Q3 24 | $9.5B | $12.4B | ||
| Q2 24 | $7.4B | $12.7B |
总资产EWZBH
| Q1 26 | — | $22.7B | ||
| Q4 25 | $13.7B | $23.1B | ||
| Q3 25 | $13.3B | $23.5B | ||
| Q2 25 | $13.5B | $22.9B | ||
| Q1 25 | $13.0B | $22.2B | ||
| Q4 24 | $13.1B | $21.4B | ||
| Q3 24 | $13.0B | $21.7B | ||
| Q2 24 | $10.1B | $21.5B |
负债/权益比EWZBH
| Q1 26 | — | 0.59× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $359.4M |
| 自由现金流经营现金流 - 资本支出 | — | $245.9M |
| 自由现金流率自由现金流/营收 | — | 11.8% |
| 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 | — | 1.51× |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流EWZBH
| Q1 26 | — | $359.4M | ||
| Q4 25 | $450.9M | $517.4M | ||
| Q3 25 | $573.7M | $418.7M | ||
| Q2 25 | $290.2M | $378.2M | ||
| Q1 25 | $280.4M | $382.8M | ||
| Q4 24 | $-127.5M | $506.3M | ||
| Q3 24 | $351.8M | $395.7M | ||
| Q2 24 | $371.5M | $369.4M |
自由现金流EWZBH
| Q1 26 | — | $245.9M | ||
| Q4 25 | $353.5M | $442.6M | ||
| Q3 25 | $516.2M | $363.7M | ||
| Q2 25 | $240.9M | $328.1M | ||
| Q1 25 | $224.4M | $338.2M | ||
| Q4 24 | $-177.3M | $454.8M | ||
| Q3 24 | $299.9M | $351.2M | ||
| Q2 24 | $286.1M | $316.7M |
自由现金流率EWZBH
| Q1 26 | — | 11.8% | ||
| Q4 25 | 22.5% | 19.7% | ||
| Q3 25 | 33.2% | 18.2% | ||
| Q2 25 | 15.7% | 15.8% | ||
| Q1 25 | 15.9% | 17.7% | ||
| Q4 24 | -12.8% | 22.5% | ||
| Q3 24 | 22.1% | 19.3% | ||
| Q2 24 | 20.9% | 16.3% |
资本支出强度EWZBH
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 3.3% | ||
| Q3 25 | 3.7% | 2.7% | ||
| Q2 25 | 3.2% | 2.4% | ||
| Q1 25 | 4.0% | 2.3% | ||
| Q4 24 | 3.6% | 2.5% | ||
| Q3 24 | 3.8% | 2.4% | ||
| Q2 24 | 6.2% | 2.7% |
现金转化率EWZBH
| Q1 26 | — | 1.51× | ||
| Q4 25 | 4.94× | 3.71× | ||
| Q3 25 | 1.97× | 1.81× | ||
| Q2 25 | 0.87× | 2.48× | ||
| Q1 25 | 0.78× | 2.10× | ||
| Q4 24 | -0.33× | 2.11× | ||
| Q3 24 | 0.11× | 1.59× | ||
| Q2 24 | 1.01× | 1.52× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
