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GLAUKOS Corp(GKOS)与IMAX(IMAX)财务数据对比。点击上方公司名可切换其他公司
GLAUKOS Corp的季度营收约是IMAX的1.2倍($150.6M vs $125.2M),GLAUKOS Corp净利率更高(6.2% vs 0.5%,领先5.7%),GLAUKOS Corp同比增速更快(41.2% vs 35.1%),过去两年IMAX的营收复合增速更高(25.8% vs 25.4%)
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。
IMAX公司是加拿大的影视放映技术企业,1967年创立于蒙特利尔,总部位于多伦多地区,在纽约、洛杉矶均设有业务点。核心业务包括IMAX摄影机与放映系统的设计制造,同时面向全球合作影院提供影片开发、制作、后期及发行服务,是沉浸式观影技术领域的领先企业。
GKOS vs IMAX — 直观对比
营收规模更大
GKOS
是对方的1.2倍
$125.2M
营收增速更快
GKOS
高出6.1%
35.1%
净利率更高
GKOS
高出5.7%
0.5%
两年增速更快
IMAX
近两年复合增速
25.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $150.6M | $125.2M |
| 净利润 | $9.4M | $637.0K |
| 毛利率 | 77.9% | 57.6% |
| 营业利润率 | 9.0% | 19.3% |
| 净利率 | 6.2% | 0.5% |
| 营收同比 | 41.2% | 35.1% |
| 净利润同比 | — | -88.0% |
| 每股收益(稀释后) | — | $0.02 |
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
GKOS
IMAX
| Q1 26 | $150.6M | — | ||
| Q4 25 | $143.1M | $125.2M | ||
| Q3 25 | $133.5M | $106.7M | ||
| Q2 25 | $124.1M | $91.7M | ||
| Q1 25 | $106.7M | $86.7M | ||
| Q4 24 | $105.5M | $92.7M | ||
| Q3 24 | $96.7M | $91.5M | ||
| Q2 24 | $95.7M | $89.0M |
净利润
GKOS
IMAX
| Q1 26 | $9.4M | — | ||
| Q4 25 | $-133.7M | $637.0K | ||
| Q3 25 | $-16.2M | $20.7M | ||
| Q2 25 | $-19.7M | $11.3M | ||
| Q1 25 | $-18.1M | $2.3M | ||
| Q4 24 | $-33.6M | $5.3M | ||
| Q3 24 | $-21.4M | $13.9M | ||
| Q2 24 | $-50.5M | $3.6M |
毛利率
GKOS
IMAX
| Q1 26 | 77.9% | — | ||
| Q4 25 | -1.1% | 57.6% | ||
| Q3 25 | 78.4% | 63.1% | ||
| Q2 25 | 78.3% | 58.5% | ||
| Q1 25 | 77.2% | 61.4% | ||
| Q4 24 | 72.9% | 52.2% | ||
| Q3 24 | 76.6% | 55.8% | ||
| Q2 24 | 76.4% | 49.4% |
营业利润率
GKOS
IMAX
| Q1 26 | 9.0% | — | ||
| Q4 25 | -97.7% | 19.3% | ||
| Q3 25 | -12.3% | 27.2% | ||
| Q2 25 | -18.3% | 15.6% | ||
| Q1 25 | -19.4% | 19.3% | ||
| Q4 24 | -27.2% | 10.3% | ||
| Q3 24 | -25.5% | 21.2% | ||
| Q2 24 | -31.3% | 3.2% |
净利率
GKOS
IMAX
| Q1 26 | 6.2% | — | ||
| Q4 25 | -93.4% | 0.5% | ||
| Q3 25 | -12.2% | 19.4% | ||
| Q2 25 | -15.8% | 12.3% | ||
| Q1 25 | -17.0% | 2.7% | ||
| Q4 24 | -31.8% | 5.7% | ||
| Q3 24 | -22.1% | 15.2% | ||
| Q2 24 | -52.8% | 4.0% |
每股收益(稀释后)
GKOS
IMAX
| Q1 26 | — | — | ||
| Q4 25 | $-2.34 | $0.02 | ||
| Q3 25 | $-0.28 | $0.37 | ||
| Q2 25 | $-0.34 | $0.20 | ||
| Q1 25 | $-0.32 | $0.04 | ||
| Q4 24 | $-0.56 | $0.09 | ||
| Q3 24 | $-0.39 | $0.26 | ||
| Q2 24 | $-1.00 | $0.07 |
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 | $276.7M | $151.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $670.9M | $337.9M |
| 总资产 | $893.3M | $894.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
GKOS
IMAX
| Q1 26 | $276.7M | — | ||
| Q4 25 | $90.8M | $151.2M | ||
| Q3 25 | $98.2M | $143.1M | ||
| Q2 25 | $100.8M | $109.3M | ||
| Q1 25 | $114.3M | $97.1M | ||
| Q4 24 | $169.6M | $100.6M | ||
| Q3 24 | $100.1M | $104.5M | ||
| Q2 24 | $68.1M | $91.6M |
股东权益
GKOS
IMAX
| Q1 26 | $670.9M | — | ||
| Q4 25 | $656.2M | $337.9M | ||
| Q3 25 | $769.5M | $349.5M | ||
| Q2 25 | $765.1M | $320.4M | ||
| Q1 25 | $764.0M | $299.5M | ||
| Q4 24 | $766.9M | $299.5M | ||
| Q3 24 | $668.5M | $289.4M | ||
| Q2 24 | $665.2M | $267.2M |
总资产
GKOS
IMAX
| Q1 26 | $893.3M | — | ||
| Q4 25 | $893.5M | $894.0M | ||
| Q3 25 | $999.4M | $889.6M | ||
| Q2 25 | $987.0M | $868.6M | ||
| Q1 25 | $966.2M | $848.3M | ||
| Q4 24 | $974.8M | $830.4M | ||
| Q3 24 | $926.5M | $847.6M | ||
| Q2 24 | $919.7M | $827.4M |
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 | — | $29.4M |
| 自由现金流经营现金流 - 资本支出 | — | $28.0M |
| 自由现金流率自由现金流/营收 | — | 22.3% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | — | 46.11× |
| 过去12个月自由现金流最近4个季度 | — | $118.9M |
8季度趋势,按日历期对齐
经营现金流
GKOS
IMAX
| Q1 26 | — | — | ||
| Q4 25 | $6.8M | $29.4M | ||
| Q3 25 | $-10.1M | $67.5M | ||
| Q2 25 | $7.0M | $23.2M | ||
| Q1 25 | $-18.5M | $7.0M | ||
| Q4 24 | $507.0K | $11.5M | ||
| Q3 24 | $-9.6M | $35.3M | ||
| Q2 24 | $-18.4M | $35.0M |
自由现金流
GKOS
IMAX
| Q1 26 | — | — | ||
| Q4 25 | $3.9M | $28.0M | ||
| Q3 25 | $-11.7M | $64.8M | ||
| Q2 25 | $5.8M | $20.9M | ||
| Q1 25 | $-20.5M | $5.3M | ||
| Q4 24 | $-1.2M | $6.9M | ||
| Q3 24 | $-11.0M | $34.2M | ||
| Q2 24 | $-20.5M | $33.5M |
自由现金流率
GKOS
IMAX
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 22.3% | ||
| Q3 25 | -8.8% | 60.7% | ||
| Q2 25 | 4.7% | 22.8% | ||
| Q1 25 | -19.2% | 6.1% | ||
| Q4 24 | -1.2% | 7.4% | ||
| Q3 24 | -11.4% | 37.3% | ||
| Q2 24 | -21.4% | 37.6% |
资本支出强度
GKOS
IMAX
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 1.1% | ||
| Q3 25 | 1.2% | 2.6% | ||
| Q2 25 | 0.9% | 2.6% | ||
| Q1 25 | 1.8% | 1.9% | ||
| Q4 24 | 1.6% | 5.0% | ||
| Q3 24 | 1.5% | 1.2% | ||
| Q2 24 | 2.2% | 1.8% |
现金转化率
GKOS
IMAX
| Q1 26 | — | — | ||
| Q4 25 | — | 46.11× | ||
| Q3 25 | — | 3.27× | ||
| Q2 25 | — | 2.06× | ||
| Q1 25 | — | 2.99× | ||
| Q4 24 | — | 2.16× | ||
| Q3 24 | — | 2.54× | ||
| Q2 24 | — | 9.78× |
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
暂无分部数据
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |