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通用电气医疗（GEHC）与Smurfit Westrock（SW）财务数据对比。点击上方公司名可切换其他公司
Smurfit Westrock的季度营收约是通用电气医疗的1.5倍（$7.7B vs $5.1B），通用电气医疗净利率更高（8.0% vs 0.8%，领先7.2%），通用电气医疗同比增速更快（7.4% vs 0.7%），过去两年Smurfit Westrock的营收复合增速更高（61.2% 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。
Smurfit Westrock plc是总部位于爱尔兰都柏林的企业，核心业务为生产瓦楞包装及各类纸制包装产品，公司股票同时在纽约证券交易所和伦敦证券交易所挂牌上市。
GEHC vs SW — 直观对比
营收规模更大
SW
是对方的1.5倍
$5.1B
营收增速更快
GEHC
高出6.7%
0.7%
净利率更高
GEHC
高出7.2%
0.8%
两年增速更快
SW
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.1B | $7.7B |
| 净利润 | $411.0M | $63.0M |
| 毛利率 | 38.5% | 16.4% |
| 营业利润率 | 10.0% | 3.3% |
| 净利率 | 8.0% | 0.8% |
| 营收同比 | 7.4% | 0.7% |
| 净利润同比 | -31.0% | 0.0% |
| 每股收益（稀释后） | $0.85 | $0.12 |
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GEHCSW
| Q1 26 | $5.1B | $7.7B | ||
| Q4 25 | $5.7B | $7.6B | ||
| Q3 25 | $5.1B | $8.0B | ||
| Q2 25 | $5.0B | $7.9B | ||
| Q1 25 | $4.8B | $7.7B | ||
| Q4 24 | $5.3B | $7.5B | ||
| Q3 24 | $4.9B | $7.7B | ||
| Q2 24 | $4.8B | $3.0B |
净利润GEHCSW
| Q1 26 | $411.0M | $63.0M | ||
| Q4 25 | $588.0M | $97.0M | ||
| Q3 25 | $446.0M | $246.0M | ||
| Q2 25 | $486.0M | $-28.0M | ||
| Q1 25 | $564.0M | $384.0M | ||
| Q4 24 | $721.0M | $146.0M | ||
| Q3 24 | $470.0M | $-150.0M | ||
| Q2 24 | $428.0M | $132.0M |
毛利率GEHCSW
| Q1 26 | 38.5% | 16.4% | ||
| Q4 25 | 39.7% | 18.2% | ||
| Q3 25 | 38.7% | 19.6% | ||
| Q2 25 | 39.6% | 19.1% | ||
| Q1 25 | 42.1% | 20.6% | ||
| Q4 24 | 42.8% | 19.1% | ||
| Q3 24 | 41.7% | 17.6% | ||
| Q2 24 | 41.4% | 23.3% |
营业利润率GEHCSW
| Q1 26 | 10.0% | 3.3% | ||
| Q4 25 | 14.5% | 5.1% | ||
| Q3 25 | 12.7% | 6.6% | ||
| Q2 25 | 13.1% | 3.2% | ||
| Q1 25 | 13.2% | 7.2% | ||
| Q4 24 | 15.1% | 5.3% | ||
| Q3 24 | 13.9% | 0.7% | ||
| Q2 24 | 12.6% | 8.2% |
净利率GEHCSW
| Q1 26 | 8.0% | 0.8% | ||
| Q4 25 | 10.3% | 1.3% | ||
| Q3 25 | 8.7% | 3.1% | ||
| Q2 25 | 9.7% | -0.4% | ||
| Q1 25 | 11.8% | 5.0% | ||
| Q4 24 | 13.6% | 1.9% | ||
| Q3 24 | 9.7% | -2.0% | ||
| Q2 24 | 8.8% | 4.4% |
每股收益（稀释后）GEHCSW
| Q1 26 | $0.85 | $0.12 | ||
| Q4 25 | $1.28 | $0.18 | ||
| Q3 25 | $0.98 | $0.47 | ||
| Q2 25 | $1.06 | $-0.05 | ||
| Q1 25 | $1.23 | $0.73 | ||
| Q4 24 | $1.58 | $-0.12 | ||
| Q3 24 | $1.02 | $-0.30 | ||
| Q2 24 | $0.93 | $0.51 |
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 | $10.1B | $980.0M |
| 股东权益账面价值 | $10.7B | $18.1B |
| 总资产 | $37.1B | $45.2B |
| 负债/权益比越低杠杆越低 | 0.95× | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资GEHCSW
| Q1 26 | — | — | ||
| Q4 25 | $4.5B | $892.0M | ||
| Q3 25 | $4.0B | $851.0M | ||
| Q2 25 | $3.7B | $778.0M | ||
| Q1 25 | $2.5B | $797.0M | ||
| Q4 24 | $2.9B | $855.0M | ||
| Q3 24 | $3.5B | — | ||
| Q2 24 | $2.0B | $26.8K |
总债务GEHCSW
| Q1 26 | $10.1B | $980.0M | ||
| Q4 25 | $10.0B | $13.4B | ||
| Q3 25 | $10.3B | $13.3B | ||
| Q2 25 | $10.3B | $13.3B | ||
| Q1 25 | $8.8B | $12.9B | ||
| Q4 24 | $9.0B | $12.5B | ||
| Q3 24 | $10.3B | $13.2B | ||
| Q2 24 | $9.2B | — |
股东权益GEHCSW
| Q1 26 | $10.7B | $18.1B | ||
| Q4 25 | $10.4B | $18.3B | ||
| Q3 25 | $10.0B | $18.4B | ||
| Q2 25 | $9.7B | $18.3B | ||
| Q1 25 | $9.2B | $17.9B | ||
| Q4 24 | $8.4B | $17.4B | ||
| Q3 24 | $8.3B | $18.0B | ||
| Q2 24 | $7.8B | $14.5K |
总资产GEHCSW
| Q1 26 | $37.1B | $45.2B | ||
| Q4 25 | $36.9B | $45.2B | ||
| Q3 25 | $36.1B | $45.6B | ||
| Q2 25 | $35.5B | $45.7B | ||
| Q1 25 | $33.6B | $44.6B | ||
| Q4 24 | $33.1B | $43.8B | ||
| Q3 24 | $33.9B | $45.0B | ||
| Q2 24 | $31.9B | $26.8K |
负债/权益比GEHCSW
| Q1 26 | 0.95× | 0.05× | ||
| Q4 25 | 0.96× | 0.73× | ||
| Q3 25 | 1.03× | 0.72× | ||
| Q2 25 | 1.06× | 0.73× | ||
| Q1 25 | 0.95× | 0.72× | ||
| Q4 24 | 1.06× | 0.72× | ||
| Q3 24 | 1.24× | 0.73× | ||
| 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 | — | $204.0M |
| 自由现金流经营现金流 - 资本支出 | $112.0M | — |
| 自由现金流率自由现金流/营收 | 2.2% | — |
| 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 | — | 3.24× |
| 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GEHCSW
| Q1 26 | — | $204.0M | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $94.0M | $829.0M | ||
| Q1 25 | $250.0M | $235.0M | ||
| Q4 24 | — | $781.0M | ||
| Q3 24 | — | $320.0M | ||
| Q2 24 | $-119.0M | $340.0M |
自由现金流GEHCSW
| Q1 26 | $112.0M | — | ||
| Q4 25 | — | $612.0M | ||
| Q3 25 | — | $523.0M | ||
| Q2 25 | $8.0M | $307.0M | ||
| Q1 25 | $98.0M | $-242.0M | ||
| Q4 24 | — | $212.0M | ||
| Q3 24 | — | $-192.0M | ||
| Q2 24 | $-183.0M | $163.0M |
自由现金流率GEHCSW
| Q1 26 | 2.2% | — | ||
| Q4 25 | — | 8.1% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | 0.2% | 3.9% | ||
| Q1 25 | 2.1% | -3.2% | ||
| Q4 24 | — | 2.8% | ||
| Q3 24 | — | -2.5% | ||
| Q2 24 | -3.8% | 5.5% |
资本支出强度GEHCSW
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 7.7% | ||
| Q3 25 | 2.1% | 7.6% | ||
| Q2 25 | 1.7% | 6.6% | ||
| Q1 25 | 3.2% | 6.2% | ||
| Q4 24 | 1.9% | 7.5% | ||
| Q3 24 | 1.9% | 6.7% | ||
| Q2 24 | 1.3% | 6.0% |
现金转化率GEHCSW
| Q1 26 | — | 3.24× | ||
| Q4 25 | — | 12.32× | ||
| Q3 25 | — | 4.61× | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.44× | 0.61× | ||
| Q4 24 | — | 5.35× | ||
| Q3 24 | — | — | ||
| Q2 24 | -0.28× | 2.58× |
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% |
SW
暂无分部数据
