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EXACT SCIENCES CORP（EXAS）与STEWART INFORMATION SERVICES CORP（STC）财务数据对比。点击上方公司名可切换其他公司
EXACT SCIENCES CORP的季度营收约是STEWART INFORMATION SERVICES CORP的1.1倍（$878.4M vs $764.6M），STEWART INFORMATION SERVICES CORP净利率更高（2.2% vs -9.8%，领先12.0%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs 23.1%），过去两年EXACT SCIENCES CORP的营收复合增速更高（17.4% vs 12.7%）
Exact Sciences是总部位于美国威斯康星州麦迪逊的分子诊断企业，专注于早期癌症检测领域。公司核心产品覆盖结直肠癌筛查与预防场景，其中Cologuard是全球首个获批的结直肠癌粪便DNA检测产品，同时还提供其他多种癌症的筛查服务及精准肿瘤检测解决方案。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
EXAS vs STC — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $878.4M | $764.6M |
| 净利润 | $-86.0M | $17.0M |
| 毛利率 | 70.1% | — |
| 营业利润率 | -9.4% | — |
| 净利率 | -9.8% | 2.2% |
| 营收同比 | 23.1% | 27.7% |
| 净利润同比 | 90.1% | 448.4% |
| 每股收益（稀释后） | $-0.45 | — |
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
| Q1 26 | — | $764.6M | ||
| Q4 25 | $878.4M | $790.6M | ||
| Q3 25 | $850.7M | $796.9M | ||
| Q2 25 | $811.1M | $722.2M | ||
| Q1 25 | $706.8M | $612.0M | ||
| Q4 24 | $713.4M | $665.9M | ||
| Q3 24 | $708.7M | $667.9M | ||
| Q2 24 | $699.3M | $602.2M |
| Q1 26 | — | $17.0M | ||
| Q4 25 | $-86.0M | $36.3M | ||
| Q3 25 | $-19.6M | $44.3M | ||
| Q2 25 | $-1.2M | $31.9M | ||
| Q1 25 | $-101.2M | $3.1M | ||
| Q4 24 | $-864.6M | $22.7M | ||
| Q3 24 | $-38.2M | $30.1M | ||
| Q2 24 | $-15.8M | $17.3M |
| Q1 26 | — | — | ||
| Q4 25 | 70.1% | — | ||
| Q3 25 | 68.6% | — | ||
| Q2 25 | 69.3% | — | ||
| Q1 25 | 70.8% | — | ||
| Q4 24 | 69.0% | — | ||
| Q3 24 | 69.4% | — | ||
| Q2 24 | 69.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | -9.4% | 6.5% | ||
| Q3 25 | -3.0% | 7.7% | ||
| Q2 25 | -0.3% | 6.5% | ||
| Q1 25 | -13.6% | 1.0% | ||
| Q4 24 | -122.8% | 5.3% | ||
| Q3 24 | -5.6% | 6.4% | ||
| Q2 24 | -3.8% | 4.8% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | -9.8% | 4.6% | ||
| Q3 25 | -2.3% | 5.6% | ||
| Q2 25 | -0.1% | 4.4% | ||
| Q1 25 | -14.3% | 0.5% | ||
| Q4 24 | -121.2% | 3.4% | ||
| Q3 24 | -5.4% | 4.5% | ||
| Q2 24 | -2.3% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.45 | $1.26 | ||
| Q3 25 | $-0.10 | $1.55 | ||
| Q2 25 | $-0.01 | $1.13 | ||
| Q1 25 | $-0.54 | $0.11 | ||
| Q4 24 | $-4.69 | $0.81 | ||
| Q3 24 | $-0.21 | $1.07 | ||
| Q2 24 | $-0.09 | $0.62 |
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 | $964.7M | $317.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.4B | — |
| 总资产 | $5.9B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $317.5M | ||
| Q4 25 | $964.7M | $369.7M | ||
| Q3 25 | $1.0B | $233.2M | ||
| Q2 25 | $858.4M | $223.8M | ||
| Q1 25 | $786.2M | $194.2M | ||
| Q4 24 | $1.0B | $257.5M | ||
| Q3 24 | $1.0B | $228.7M | ||
| Q2 24 | $946.8M | $176.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $445.8M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $1.6B | ||
| Q3 25 | $2.5B | $1.5B | ||
| Q2 25 | $2.5B | $1.4B | ||
| Q1 25 | $2.4B | $1.4B | ||
| Q4 24 | $2.4B | $1.4B | ||
| Q3 24 | $3.2B | $1.4B | ||
| Q2 24 | $3.2B | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $3.3B | ||
| Q3 25 | $5.9B | $2.8B | ||
| Q2 25 | $5.8B | $2.8B | ||
| Q1 25 | $5.7B | $2.7B | ||
| Q4 24 | $5.9B | $2.7B | ||
| Q3 24 | $6.7B | $2.7B | ||
| Q2 24 | $6.7B | $2.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.32× | ||
| 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 | $151.7M | — |
| 自由现金流经营现金流 - 资本支出 | $120.4M | — |
| 自由现金流率自由现金流/营收 | 13.7% | — |
| 资本支出强度资本支出/营收 | 3.6% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $356.8M | — |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $151.7M | $89.5M | ||
| Q3 25 | $219.9M | $92.6M | ||
| Q2 25 | $89.0M | $53.4M | ||
| Q1 25 | $30.8M | $-29.9M | ||
| Q4 24 | $47.1M | $68.0M | ||
| Q3 24 | $138.7M | $76.1M | ||
| Q2 24 | $107.1M | $21.1M |
| Q1 26 | — | — | ||
| Q4 25 | $120.4M | $62.3M | ||
| Q3 25 | $190.0M | $73.6M | ||
| Q2 25 | $46.7M | $38.7M | ||
| Q1 25 | $-365.0K | $-42.2M | ||
| Q4 24 | $10.7M | $55.6M | ||
| Q3 24 | $112.6M | $67.4M | ||
| Q2 24 | $71.2M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | 13.7% | 7.9% | ||
| Q3 25 | 22.3% | 9.2% | ||
| Q2 25 | 5.8% | 5.4% | ||
| Q1 25 | -0.1% | -6.9% | ||
| Q4 24 | 1.5% | 8.4% | ||
| Q3 24 | 15.9% | 10.1% | ||
| Q2 24 | 10.2% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 3.4% | ||
| Q3 25 | 3.5% | 2.4% | ||
| Q2 25 | 5.2% | 2.0% | ||
| Q1 25 | 4.4% | 2.0% | ||
| Q4 24 | 5.1% | 1.9% | ||
| Q3 24 | 3.7% | 1.3% | ||
| Q2 24 | 5.1% | 1.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.47× | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | — | 1.67× | ||
| Q1 25 | — | -9.73× | ||
| Q4 24 | — | 2.99× | ||
| Q3 24 | — | 2.53× | ||
| Q2 24 | — | 1.22× |
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
EXAS
| Screening | $695.1M | 79% |
| Precision Oncology | $183.2M | 21% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
