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GLAUKOS Corp（GKOS）与HAEMONETICS CORP（HAE）财务数据对比。点击上方公司名可切换其他公司
HAEMONETICS CORP的季度营收约是GLAUKOS Corp的2.4倍（$339.0M vs $143.1M），HAEMONETICS CORP净利率更高（13.2% vs -93.4%，领先106.6%），GLAUKOS Corp同比增速更快（35.7% vs -2.7%），HAEMONETICS CORP自由现金流更多（$87.2M vs $3.9M），过去两年GLAUKOS Corp的营收复合增速更高（29.3% vs 0.4%）
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
豪洛捷（Haemonetics）是全球血液与血浆供应及服务提供商，于20世纪70年代由艾伦·（杰克）·莱瑟姆博士在马萨诸塞州内蒂克创立，业务围绕血液相关产品及配套服务展开，为全球医疗领域提供血液管理相关的专业解决方案。
GKOS vs HAE — 直观对比
营收规模更大
HAE
是对方的2.4倍
$143.1M
营收增速更快
GKOS
高出38.4%
-2.7%
净利率更高
HAE
高出106.6%
-93.4%
自由现金流更多
HAE
多$83.3M
$3.9M
两年增速更快
GKOS
近两年复合增速
0.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $143.1M | $339.0M |
| 净利润 | $-133.7M | $44.7M |
| 毛利率 | -1.1% | 59.7% |
| 营业利润率 | -97.7% | 19.9% |
| 净利率 | -93.4% | 13.2% |
| 营收同比 | 35.7% | -2.7% |
| 净利润同比 | -298.0% | 19.3% |
| 每股收益（稀释后） | $-2.34 | $0.95 |
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GKOSHAE
| Q4 25 | $143.1M | $339.0M | ||
| Q3 25 | $133.5M | $327.3M | ||
| Q2 25 | $124.1M | $321.4M | ||
| Q1 25 | $106.7M | $330.6M | ||
| Q4 24 | $105.5M | $348.5M | ||
| Q3 24 | $96.7M | $345.5M | ||
| Q2 24 | $95.7M | $336.2M | ||
| Q1 24 | $85.6M | — |
净利润GKOSHAE
| Q4 25 | $-133.7M | $44.7M | ||
| Q3 25 | $-16.2M | $38.7M | ||
| Q2 25 | $-19.7M | $34.0M | ||
| Q1 25 | $-18.1M | $58.0M | ||
| Q4 24 | $-33.6M | $37.5M | ||
| Q3 24 | $-21.4M | $33.8M | ||
| Q2 24 | $-50.5M | $38.4M | ||
| Q1 24 | $-40.8M | — |
毛利率GKOSHAE
| Q4 25 | -1.1% | 59.7% | ||
| Q3 25 | 78.4% | 59.5% | ||
| Q2 25 | 78.3% | 59.8% | ||
| Q1 25 | 77.2% | 58.4% | ||
| Q4 24 | 72.9% | 55.5% | ||
| Q3 24 | 76.6% | 54.2% | ||
| Q2 24 | 76.4% | 52.0% | ||
| Q1 24 | 76.3% | — |
营业利润率GKOSHAE
| Q4 25 | -97.7% | 19.9% | ||
| Q3 25 | -12.3% | 17.9% | ||
| Q2 25 | -18.3% | 16.8% | ||
| Q1 25 | -19.4% | 21.6% | ||
| Q4 24 | -27.2% | 16.9% | ||
| Q3 24 | -25.5% | 15.0% | ||
| Q2 24 | -31.3% | 11.8% | ||
| Q1 24 | -45.6% | — |
净利率GKOSHAE
| Q4 25 | -93.4% | 13.2% | ||
| Q3 25 | -12.2% | 11.8% | ||
| Q2 25 | -15.8% | 10.6% | ||
| Q1 25 | -17.0% | 17.5% | ||
| Q4 24 | -31.8% | 10.8% | ||
| Q3 24 | -22.1% | 9.8% | ||
| Q2 24 | -52.8% | 11.4% | ||
| Q1 24 | -47.7% | — |
每股收益（稀释后）GKOSHAE
| Q4 25 | $-2.34 | $0.95 | ||
| Q3 25 | $-0.28 | $0.81 | ||
| Q2 25 | $-0.34 | $0.70 | ||
| Q1 25 | $-0.32 | $1.17 | ||
| Q4 24 | $-0.56 | $0.74 | ||
| Q3 24 | $-0.39 | $0.66 | ||
| Q2 24 | $-1.00 | $0.74 | ||
| Q1 24 | $-0.82 | — |
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 | $90.8M | $363.4M |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $656.2M | $911.5M |
| 总资产 | $893.5M | $2.5B |
| 负债/权益比越低杠杆越低 | — | 1.34× |
8季度趋势，按日历期对齐
现金及短期投资GKOSHAE
| Q4 25 | $90.8M | $363.4M | ||
| Q3 25 | $98.2M | $296.4M | ||
| Q2 25 | $100.8M | $292.9M | ||
| Q1 25 | $114.3M | $306.8M | ||
| Q4 24 | $169.6M | $320.8M | ||
| Q3 24 | $100.1M | $299.3M | ||
| Q2 24 | $68.1M | $344.4M | ||
| Q1 24 | $42.5M | — |
总债务GKOSHAE
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益GKOSHAE
| Q4 25 | $656.2M | $911.5M | ||
| Q3 25 | $769.5M | $849.2M | ||
| Q2 25 | $765.1M | $882.3M | ||
| Q1 25 | $764.0M | $820.8M | ||
| Q4 24 | $766.9M | $906.9M | ||
| Q3 24 | $668.5M | $878.9M | ||
| Q2 24 | $665.2M | $905.4M | ||
| Q1 24 | $450.7M | — |
总资产GKOSHAE
| Q4 25 | $893.5M | $2.5B | ||
| Q3 25 | $999.4M | $2.4B | ||
| Q2 25 | $987.0M | $2.5B | ||
| Q1 25 | $966.2M | $2.5B | ||
| Q4 24 | $974.8M | $2.5B | ||
| Q3 24 | $926.5M | $2.5B | ||
| Q2 24 | $919.7M | $2.5B | ||
| Q1 24 | $933.3M | — |
负债/权益比GKOSHAE
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 1.49× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $6.8M | $93.6M |
| 自由现金流经营现金流 - 资本支出 | $3.9M | $87.2M |
| 自由现金流率自由现金流/营收 | 2.7% | 25.7% |
| 资本支出强度资本支出/营收 | 2.0% | 1.9% |
| 现金转化率经营现金流/净利润 | — | 2.09× |
| 过去12个月自由现金流最近4个季度 | $-22.5M | $308.1M |
8季度趋势，按日历期对齐
经营现金流GKOSHAE
| Q4 25 | $6.8M | $93.6M | ||
| Q3 25 | $-10.1M | $111.3M | ||
| Q2 25 | $7.0M | $17.4M | ||
| Q1 25 | $-18.5M | $116.6M | ||
| Q4 24 | $507.0K | $43.8M | ||
| Q3 24 | $-9.6M | $48.8M | ||
| Q2 24 | $-18.4M | $-27.4M | ||
| Q1 24 | $-33.9M | — |
自由现金流GKOSHAE
| Q4 25 | $3.9M | $87.2M | ||
| Q3 25 | $-11.7M | $106.3M | ||
| Q2 25 | $5.8M | $13.6M | ||
| Q1 25 | $-20.5M | $100.9M | ||
| Q4 24 | $-1.2M | $35.2M | ||
| Q3 24 | $-11.0M | $39.4M | ||
| Q2 24 | $-20.5M | $-33.1M | ||
| Q1 24 | $-34.8M | — |
自由现金流率GKOSHAE
| Q4 25 | 2.7% | 25.7% | ||
| Q3 25 | -8.8% | 32.5% | ||
| Q2 25 | 4.7% | 4.2% | ||
| Q1 25 | -19.2% | 30.5% | ||
| Q4 24 | -1.2% | 10.1% | ||
| Q3 24 | -11.4% | 11.4% | ||
| Q2 24 | -21.4% | -9.8% | ||
| Q1 24 | -40.7% | — |
资本支出强度GKOSHAE
| Q4 25 | 2.0% | 1.9% | ||
| Q3 25 | 1.2% | 1.5% | ||
| Q2 25 | 0.9% | 1.2% | ||
| Q1 25 | 1.8% | 4.7% | ||
| Q4 24 | 1.6% | 2.5% | ||
| Q3 24 | 1.5% | 2.7% | ||
| Q2 24 | 2.2% | 1.7% | ||
| Q1 24 | 1.1% | — |
现金转化率GKOSHAE
| Q4 25 | — | 2.09× | ||
| Q3 25 | — | 2.88× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | 2.01× | ||
| Q4 24 | — | 1.17× | ||
| Q3 24 | — | 1.44× | ||
| Q2 24 | — | -0.71× | ||
| Q1 24 | — | — |
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
GKOS
| Glaucoma | $86.4M | 60% |
| Other | $35.1M | 25% |
| Corneal Health | $21.6M | 15% |
HAE
| Hospital | $143.5M | 42% |
| Plasma Productsand Services | $138.9M | 41% |
| Blood Center Productsand Services | $56.6M | 17% |
