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GLAUKOS Corp(GKOS)与KADANT INC(KAI)财务数据对比。点击上方公司名可切换其他公司
KADANT INC的季度营收约是GLAUKOS Corp的1.8倍($271.6M vs $150.6M),KADANT INC净利率更高(10.2% vs 6.2%,领先4.0%),GLAUKOS Corp同比增速更快(41.2% vs -0.0%),过去两年GLAUKOS Corp的营收复合增速更高(25.4% vs 6.7%)
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。
Kadant Inc.创立于1991年,最初是Thermo Electron的子公司,部分股权私有、部分公开交易,2001年完成完全分拆并启用现名。公司服务于造纸、废纸回收、木材加工、物料搬运等多个加工领域,是业务覆盖亚洲、欧洲、北美、南美的跨国企业。
GKOS vs KAI — 直观对比
营收规模更大
KAI
是对方的1.8倍
$150.6M
营收增速更快
GKOS
高出41.2%
-0.0%
净利率更高
KAI
高出4.0%
6.2%
两年增速更快
GKOS
近两年复合增速
6.7%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $150.6M | $271.6M |
| 净利润 | $9.4M | $27.7M |
| 毛利率 | 77.9% | 45.2% |
| 营业利润率 | 9.0% | 15.7% |
| 净利率 | 6.2% | 10.2% |
| 营收同比 | 41.2% | -0.0% |
| 净利润同比 | — | -12.2% |
| 每股收益(稀释后) | — | $2.35 |
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
KAI
| Q1 26 | $150.6M | — | ||
| Q4 25 | $143.1M | — | ||
| Q3 25 | $133.5M | $271.6M | ||
| Q2 25 | $124.1M | $255.3M | ||
| Q1 25 | $106.7M | $239.2M | ||
| Q4 24 | $105.5M | $258.0M | ||
| Q3 24 | $96.7M | $271.6M | ||
| Q2 24 | $95.7M | $274.8M |
净利润
GKOS
KAI
| Q1 26 | $9.4M | — | ||
| Q4 25 | $-133.7M | — | ||
| Q3 25 | $-16.2M | $27.7M | ||
| Q2 25 | $-19.7M | $26.2M | ||
| Q1 25 | $-18.1M | $24.1M | ||
| Q4 24 | $-33.6M | $24.0M | ||
| Q3 24 | $-21.4M | $31.6M | ||
| Q2 24 | $-50.5M | $31.3M |
毛利率
GKOS
KAI
| Q1 26 | 77.9% | — | ||
| Q4 25 | -1.1% | — | ||
| Q3 25 | 78.4% | 45.2% | ||
| Q2 25 | 78.3% | 45.9% | ||
| Q1 25 | 77.2% | 46.1% | ||
| Q4 24 | 72.9% | 43.4% | ||
| Q3 24 | 76.6% | 44.7% | ||
| Q2 24 | 76.4% | 44.4% |
营业利润率
GKOS
KAI
| Q1 26 | 9.0% | — | ||
| Q4 25 | -97.7% | — | ||
| Q3 25 | -12.3% | 15.7% | ||
| Q2 25 | -18.3% | 15.4% | ||
| Q1 25 | -19.4% | 14.9% | ||
| Q4 24 | -27.2% | 14.3% | ||
| Q3 24 | -25.5% | 18.0% | ||
| Q2 24 | -31.3% | 17.6% |
净利率
GKOS
KAI
| Q1 26 | 6.2% | — | ||
| Q4 25 | -93.4% | — | ||
| Q3 25 | -12.2% | 10.2% | ||
| Q2 25 | -15.8% | 10.2% | ||
| Q1 25 | -17.0% | 10.1% | ||
| Q4 24 | -31.8% | 9.3% | ||
| Q3 24 | -22.1% | 11.6% | ||
| Q2 24 | -52.8% | 11.4% |
每股收益(稀释后)
GKOS
KAI
| Q1 26 | — | — | ||
| Q4 25 | $-2.34 | — | ||
| Q3 25 | $-0.28 | $2.35 | ||
| Q2 25 | $-0.34 | $2.22 | ||
| Q1 25 | $-0.32 | $2.04 | ||
| Q4 24 | $-0.56 | $2.04 | ||
| Q3 24 | $-0.39 | $2.68 | ||
| Q2 24 | $-1.00 | $2.66 |
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 | $124.5M |
| 总债务越低越好 | — | $254.6M |
| 股东权益账面价值 | $670.9M | $949.8M |
| 总资产 | $893.3M | $1.5B |
| 负债/权益比越低杠杆越低 | — | 0.27× |
8季度趋势,按日历期对齐
现金及短期投资
GKOS
KAI
| Q1 26 | $276.7M | — | ||
| Q4 25 | $90.8M | — | ||
| Q3 25 | $98.2M | $124.5M | ||
| Q2 25 | $100.8M | $95.3M | ||
| Q1 25 | $114.3M | $91.7M | ||
| Q4 24 | $169.6M | $94.7M | ||
| Q3 24 | $100.1M | $88.4M | ||
| Q2 24 | $68.1M | $73.8M |
总债务
GKOS
KAI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $254.6M | ||
| Q2 25 | — | $245.7M | ||
| Q1 25 | — | $273.5M | ||
| Q4 24 | — | $285.2M | ||
| Q3 24 | — | $323.2M | ||
| Q2 24 | — | $342.0M |
股东权益
GKOS
KAI
| Q1 26 | $670.9M | — | ||
| Q4 25 | $656.2M | — | ||
| Q3 25 | $769.5M | $949.8M | ||
| Q2 25 | $765.1M | $926.0M | ||
| Q1 25 | $764.0M | $876.0M | ||
| Q4 24 | $766.9M | $847.1M | ||
| Q3 24 | $668.5M | $851.7M | ||
| Q2 24 | $665.2M | $807.7M |
总资产
GKOS
KAI
| Q1 26 | $893.3M | — | ||
| Q4 25 | $893.5M | — | ||
| Q3 25 | $999.4M | $1.5B | ||
| Q2 25 | $987.0M | $1.5B | ||
| Q1 25 | $966.2M | $1.4B | ||
| Q4 24 | $974.8M | $1.4B | ||
| Q3 24 | $926.5M | $1.5B | ||
| Q2 24 | $919.7M | $1.5B |
负债/权益比
GKOS
KAI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.31× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | 0.38× | ||
| Q2 24 | — | 0.42× |
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 | — | $47.3M |
| 自由现金流经营现金流 - 资本支出 | — | $44.1M |
| 自由现金流率自由现金流/营收 | — | 16.2% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.70× |
| 过去12个月自由现金流最近4个季度 | — | $145.9M |
8季度趋势,按日历期对齐
经营现金流
GKOS
KAI
| Q1 26 | — | — | ||
| Q4 25 | $6.8M | — | ||
| Q3 25 | $-10.1M | $47.3M | ||
| Q2 25 | $7.0M | $40.5M | ||
| Q1 25 | $-18.5M | $22.8M | ||
| Q4 24 | $507.0K | $51.9M | ||
| Q3 24 | $-9.6M | $52.5M | ||
| Q2 24 | $-18.4M | $28.1M |
自由现金流
GKOS
KAI
| Q1 26 | — | — | ||
| Q4 25 | $3.9M | — | ||
| Q3 25 | $-11.7M | $44.1M | ||
| Q2 25 | $5.8M | $36.5M | ||
| Q1 25 | $-20.5M | $19.0M | ||
| Q4 24 | $-1.2M | $46.3M | ||
| Q3 24 | $-11.0M | $48.3M | ||
| Q2 24 | $-20.5M | $23.1M |
自由现金流率
GKOS
KAI
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | — | ||
| Q3 25 | -8.8% | 16.2% | ||
| Q2 25 | 4.7% | 14.3% | ||
| Q1 25 | -19.2% | 7.9% | ||
| Q4 24 | -1.2% | 17.9% | ||
| Q3 24 | -11.4% | 17.8% | ||
| Q2 24 | -21.4% | 8.4% |
资本支出强度
GKOS
KAI
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | — | ||
| Q3 25 | 1.2% | 1.2% | ||
| Q2 25 | 0.9% | 1.6% | ||
| Q1 25 | 1.8% | 1.6% | ||
| Q4 24 | 1.6% | 2.2% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 2.2% | 1.8% |
现金转化率
GKOS
KAI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.55× | ||
| Q1 25 | — | 0.95× | ||
| Q4 24 | — | 2.16× | ||
| Q3 24 | — | 1.66× | ||
| Q2 24 | — | 0.90× |
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
KAI
| Flow Control | $94.8M | 35% |
| Capital | $83.2M | 31% |
| Material Handling Systems | $70.3M | 26% |
| Transferred Over Time | $17.1M | 6% |
| Other | $6.1M | 2% |