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通用电气医疗(GEHC)与Rocket Companies, Inc.(RKT)财务数据对比。点击上方公司名可切换其他公司
通用电气医疗的季度营收约是Rocket Companies, Inc.的1.9倍($5.1B vs $2.7B),通用电气医疗净利率更高(8.0% vs 2.5%,领先5.5%),Rocket Companies, Inc.同比增速更快(52.2% vs 7.4%),通用电气医疗自由现金流更多($112.0M vs $-1.3B),过去两年Rocket Companies, Inc.的营收复合增速更高(39.5% vs 3.0%)
通用电气医疗是总部位于美国伊利诺伊州芝加哥的医疗科技企业,旗下设四大业务板块:医学影像(含分子成像、CT、核磁共振、女性健康筛查、X射线系统)、超声、患者护理解决方案(聚焦远程患者监测、麻醉呼吸护理、心脏病诊断、婴幼儿照护)及制药诊断业务。
Rocket Companies, Inc.是美国金融科技及住房服务企业,由丹·吉尔伯特创立,总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列,旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
GEHC vs RKT — 直观对比
营收规模更大
GEHC
是对方的1.9倍
$2.7B
营收增速更快
RKT
高出44.8%
7.4%
净利率更高
GEHC
高出5.5%
2.5%
自由现金流更多
GEHC
多$1.4B
$-1.3B
两年增速更快
RKT
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $5.1B | $2.7B |
| 净利润 | $411.0M | $68.0M |
| 毛利率 | 38.5% | — |
| 营业利润率 | 10.0% | 6.3% |
| 净利率 | 8.0% | 2.5% |
| 营收同比 | 7.4% | 52.2% |
| 净利润同比 | -31.0% | 100.8% |
| 每股收益(稀释后) | $0.85 | $0.10 |
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
GEHC
RKT
| Q1 26 | $5.1B | — | ||
| Q4 25 | $5.7B | $2.7B | ||
| Q3 25 | $5.1B | $1.6B | ||
| Q2 25 | $5.0B | $1.4B | ||
| Q1 25 | $4.8B | $1.0B | ||
| Q4 24 | $5.3B | $1.8B | ||
| Q3 24 | $4.9B | $646.9M | ||
| Q2 24 | $4.8B | $1.3B |
净利润
GEHC
RKT
| Q1 26 | $411.0M | — | ||
| Q4 25 | $588.0M | $68.0M | ||
| Q3 25 | $446.0M | $-123.9M | ||
| Q2 25 | $486.0M | $-1.8M | ||
| Q1 25 | $564.0M | $-10.4M | ||
| Q4 24 | $721.0M | $33.9M | ||
| Q3 24 | $470.0M | $-22.0M | ||
| Q2 24 | $428.0M | $1.3M |
毛利率
GEHC
RKT
| Q1 26 | 38.5% | — | ||
| Q4 25 | 39.7% | — | ||
| Q3 25 | 38.7% | — | ||
| Q2 25 | 39.6% | — | ||
| Q1 25 | 42.1% | — | ||
| Q4 24 | 42.8% | 58.9% | ||
| Q3 24 | 41.7% | -8.4% | ||
| Q2 24 | 41.4% | 47.4% |
营业利润率
GEHC
RKT
| Q1 26 | 10.0% | — | ||
| Q4 25 | 14.5% | 6.3% | ||
| Q3 25 | 12.7% | -11.5% | ||
| Q2 25 | 13.1% | 1.8% | ||
| Q1 25 | 13.2% | -21.5% | ||
| Q4 24 | 15.1% | 38.1% | ||
| Q3 24 | 13.9% | -76.9% | ||
| Q2 24 | 12.6% | 14.8% |
净利率
GEHC
RKT
| Q1 26 | 8.0% | — | ||
| Q4 25 | 10.3% | 2.5% | ||
| Q3 25 | 8.7% | -7.7% | ||
| Q2 25 | 9.7% | -0.1% | ||
| Q1 25 | 11.8% | -1.0% | ||
| Q4 24 | 13.6% | 1.9% | ||
| Q3 24 | 9.7% | -3.4% | ||
| Q2 24 | 8.8% | 0.1% |
每股收益(稀释后)
GEHC
RKT
| Q1 26 | $0.85 | — | ||
| Q4 25 | $1.28 | $0.10 | ||
| Q3 25 | $0.98 | $-0.06 | ||
| Q2 25 | $1.06 | $-0.01 | ||
| Q1 25 | $1.23 | $-0.08 | ||
| Q4 24 | $1.58 | $0.28 | ||
| Q3 24 | $1.02 | $-0.19 | ||
| Q2 24 | $0.93 | $0.01 |
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 | — | $2.7B |
| 总债务越低越好 | $10.1B | — |
| 股东权益账面价值 | $10.7B | $22.9B |
| 总资产 | $37.1B | $60.7B |
| 负债/权益比越低杠杆越低 | 0.95× | — |
8季度趋势,按日历期对齐
现金及短期投资
GEHC
RKT
| Q1 26 | — | — | ||
| Q4 25 | $4.5B | $2.7B | ||
| Q3 25 | $4.0B | $5.8B | ||
| Q2 25 | $3.7B | $5.1B | ||
| Q1 25 | $2.5B | $1.4B | ||
| Q4 24 | $2.9B | $1.3B | ||
| Q3 24 | $3.5B | $1.2B | ||
| Q2 24 | $2.0B | $1.3B |
总债务
GEHC
RKT
| Q1 26 | $10.1B | — | ||
| Q4 25 | $10.0B | — | ||
| Q3 25 | $10.3B | — | ||
| Q2 25 | $10.3B | — | ||
| Q1 25 | $8.8B | — | ||
| Q4 24 | $9.0B | — | ||
| Q3 24 | $10.3B | — | ||
| Q2 24 | $9.2B | — |
股东权益
GEHC
RKT
| Q1 26 | $10.7B | — | ||
| Q4 25 | $10.4B | $22.9B | ||
| Q3 25 | $10.0B | $8.9B | ||
| Q2 25 | $9.7B | $7.4B | ||
| Q1 25 | $9.2B | $8.6B | ||
| Q4 24 | $8.4B | $9.0B | ||
| Q3 24 | $8.3B | $8.4B | ||
| Q2 24 | $7.8B | $8.8B |
总资产
GEHC
RKT
| Q1 26 | $37.1B | — | ||
| Q4 25 | $36.9B | $60.7B | ||
| Q3 25 | $36.1B | $33.6B | ||
| Q2 25 | $35.5B | $30.4B | ||
| Q1 25 | $33.6B | $25.3B | ||
| Q4 24 | $33.1B | $24.5B | ||
| Q3 24 | $33.9B | $25.1B | ||
| Q2 24 | $31.9B | $23.6B |
负债/权益比
GEHC
RKT
| Q1 26 | 0.95× | — | ||
| Q4 25 | 0.96× | — | ||
| Q3 25 | 1.03× | — | ||
| Q2 25 | 1.06× | — | ||
| Q1 25 | 0.95× | — | ||
| Q4 24 | 1.06× | — | ||
| Q3 24 | 1.24× | — | ||
| Q2 24 | 1.18× | — |
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 | — | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | $112.0M | $-1.3B |
| 自由现金流率自由现金流/营收 | 2.2% | -47.2% |
| 资本支出强度资本支出/营收 | — | 1.5% |
| 现金转化率经营现金流/净利润 | — | -18.08× |
| 过去12个月自由现金流最近4个季度 | — | $-4.0B |
8季度趋势,按日历期对齐
经营现金流
GEHC
RKT
| Q1 26 | — | — | ||
| Q4 25 | — | $-1.2B | ||
| Q3 25 | — | $-50.3M | ||
| Q2 25 | $94.0M | $-1.9B | ||
| Q1 25 | $250.0M | $-797.0M | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $-1.3B | ||
| Q2 24 | $-119.0M | $-122.3M |
自由现金流
GEHC
RKT
| Q1 26 | $112.0M | — | ||
| Q4 25 | — | $-1.3B | ||
| Q3 25 | — | $-71.8M | ||
| Q2 25 | $8.0M | $-1.9B | ||
| Q1 25 | $98.0M | $-811.0M | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $-1.4B | ||
| Q2 24 | $-183.0M | $-138.3M |
自由现金流率
GEHC
RKT
| Q1 26 | 2.2% | — | ||
| Q4 25 | — | -47.2% | ||
| Q3 25 | — | -4.5% | ||
| Q2 25 | 0.2% | -137.2% | ||
| Q1 25 | 2.1% | -78.2% | ||
| Q4 24 | — | 103.1% | ||
| Q3 24 | — | -209.6% | ||
| Q2 24 | -3.8% | -10.6% |
资本支出强度
GEHC
RKT
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 1.5% | ||
| Q3 25 | 2.1% | 1.3% | ||
| Q2 25 | 1.7% | 1.1% | ||
| Q1 25 | 3.2% | 1.4% | ||
| Q4 24 | 1.9% | 1.1% | ||
| Q3 24 | 1.9% | 2.9% | ||
| Q2 24 | 1.3% | 1.2% |
现金转化率
GEHC
RKT
| Q1 26 | — | — | ||
| Q4 25 | — | -18.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.44× | — | ||
| Q4 24 | — | 54.42× | ||
| Q3 24 | — | — | ||
| Q2 24 | -0.28× | -94.46× |
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
GEHC
| Imaging revenues | $2.3B | 45% |
| AVS revenues | $1.3B | 26% |
| PDx revenues | $770.0M | 15% |
| PCS revenues | $704.0M | 14% |
| Other revenues | $18.0M | 0% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |