vs
GLAUKOS Corp（GKOS）与百胜餐饮集团（LCUT）财务数据对比。点击上方公司名可切换其他公司
百胜餐饮集团的季度营收约是GLAUKOS Corp的1.4倍（$204.1M vs $150.6M），百胜餐饮集团净利率更高（8.9% vs 6.2%，领先2.7%），GLAUKOS Corp同比增速更快（41.2% vs -5.2%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% vs 19.8%）
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。
百胜餐饮集团是美国跨国快餐企业，1977年百事可乐收购肯德基、必胜客、塔可Bell后将其整合为旗下子公司，1997年百事剥离该业务板块后正式独立为百胜集团。集团目前运营肯德基、必胜客、塔可Bell、哈比特汉堡等多个餐饮品牌，同时布局相关餐饮科技业务，门店网络遍布全球多个国家和地区。
GKOS vs LCUT — 直观对比
营收规模更大
LCUT
是对方的1.4倍
$150.6M
营收增速更快
GKOS
高出46.3%
-5.2%
净利率更高
LCUT
高出2.7%
6.2%
两年增速更快
GKOS
近两年复合增速
19.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $150.6M | $204.1M |
| 净利润 | $9.4M | $18.2M |
| 毛利率 | 77.9% | 38.6% |
| 营业利润率 | 9.0% | 9.8% |
| 净利率 | 6.2% | 8.9% |
| 营收同比 | 41.2% | -5.2% |
| 净利润同比 | — | 103.5% |
| 每股收益（稀释后） | — | $0.83 |
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GKOSLCUT
| Q1 26 | $150.6M | — | ||
| Q4 25 | $143.1M | $204.1M | ||
| Q3 25 | $133.5M | $171.9M | ||
| Q2 25 | $124.1M | $131.9M | ||
| Q1 25 | $106.7M | $140.1M | ||
| Q4 24 | $105.5M | $215.2M | ||
| Q3 24 | $96.7M | $183.8M | ||
| Q2 24 | $95.7M | $141.7M |
净利润GKOSLCUT
| Q1 26 | $9.4M | — | ||
| Q4 25 | $-133.7M | $18.2M | ||
| Q3 25 | $-16.2M | $-1.2M | ||
| Q2 25 | $-19.7M | $-39.7M | ||
| Q1 25 | $-18.1M | $-4.2M | ||
| Q4 24 | $-33.6M | $8.9M | ||
| Q3 24 | $-21.4M | $344.0K | ||
| Q2 24 | $-50.5M | $-18.2M |
毛利率GKOSLCUT
| Q1 26 | 77.9% | — | ||
| Q4 25 | -1.1% | 38.6% | ||
| Q3 25 | 78.4% | 35.1% | ||
| Q2 25 | 78.3% | 38.6% | ||
| Q1 25 | 77.2% | 36.1% | ||
| Q4 24 | 72.9% | 37.7% | ||
| Q3 24 | 76.6% | 36.7% | ||
| Q2 24 | 76.4% | 38.5% |
营业利润率GKOSLCUT
| Q1 26 | 9.0% | — | ||
| Q4 25 | -97.7% | 9.8% | ||
| Q3 25 | -12.3% | 3.9% | ||
| Q2 25 | -18.3% | -28.2% | ||
| Q1 25 | -19.4% | 0.8% | ||
| Q4 24 | -27.2% | 7.2% | ||
| Q3 24 | -25.5% | 4.7% | ||
| Q2 24 | -31.3% | 0.8% |
净利率GKOSLCUT
| Q1 26 | 6.2% | — | ||
| Q4 25 | -93.4% | 8.9% | ||
| Q3 25 | -12.2% | -0.7% | ||
| Q2 25 | -15.8% | -30.1% | ||
| Q1 25 | -17.0% | -3.0% | ||
| Q4 24 | -31.8% | 4.1% | ||
| Q3 24 | -22.1% | 0.2% | ||
| Q2 24 | -52.8% | -12.8% |
每股收益（稀释后）GKOSLCUT
| Q1 26 | — | — | ||
| Q4 25 | $-2.34 | $0.83 | ||
| Q3 25 | $-0.28 | $-0.05 | ||
| Q2 25 | $-0.34 | $-1.83 | ||
| Q1 25 | $-0.32 | $-0.19 | ||
| Q4 24 | $-0.56 | $0.41 | ||
| Q3 24 | $-0.39 | $0.02 | ||
| Q2 24 | $-1.00 | $-0.85 |
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 | $4.3M |
| 总债务越低越好 | — | $135.0M |
| 股东权益账面价值 | $670.9M | $202.3M |
| 总资产 | $893.3M | $572.6M |
| 负债/权益比越低杠杆越低 | — | 0.67× |
8季度趋势，按日历期对齐
现金及短期投资GKOSLCUT
| Q1 26 | $276.7M | — | ||
| Q4 25 | $90.8M | $4.3M | ||
| Q3 25 | $98.2M | $12.1M | ||
| Q2 25 | $100.8M | $12.0M | ||
| Q1 25 | $114.3M | $10.4M | ||
| Q4 24 | $169.6M | $2.9M | ||
| Q3 24 | $100.1M | $6.0M | ||
| Q2 24 | $68.1M | $3.4M |
总债务GKOSLCUT
| Q1 26 | — | — | ||
| Q4 25 | — | $135.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $142.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益GKOSLCUT
| Q1 26 | $670.9M | — | ||
| Q4 25 | $656.2M | $202.3M | ||
| Q3 25 | $769.5M | $184.6M | ||
| Q2 25 | $765.1M | $185.8M | ||
| Q1 25 | $764.0M | $225.7M | ||
| Q4 24 | $766.9M | $229.9M | ||
| Q3 24 | $668.5M | $220.9M | ||
| Q2 24 | $665.2M | $219.8M |
总资产GKOSLCUT
| Q1 26 | $893.3M | — | ||
| Q4 25 | $893.5M | $572.6M | ||
| Q3 25 | $999.4M | $581.1M | ||
| Q2 25 | $987.0M | $551.9M | ||
| Q1 25 | $966.2M | $594.6M | ||
| Q4 24 | $974.8M | $634.3M | ||
| Q3 24 | $926.5M | $668.7M | ||
| Q2 24 | $919.7M | $617.0M |
负债/权益比GKOSLCUT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.67× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.62× | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $3.7M |
| 自由现金流经营现金流 - 资本支出 | — | $2.6M |
| 自由现金流率自由现金流/营收 | — | 1.3% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 0.21× |
| 过去12个月自由现金流最近4个季度 | — | $3.3M |
8季度趋势，按日历期对齐
经营现金流GKOSLCUT
| Q1 26 | — | — | ||
| Q4 25 | $6.8M | $3.7M | ||
| Q3 25 | $-10.1M | $-22.2M | ||
| Q2 25 | $7.0M | $9.3M | ||
| Q1 25 | $-18.5M | $16.7M | ||
| Q4 24 | $507.0K | $20.3M | ||
| Q3 24 | $-9.6M | $-22.7M | ||
| Q2 24 | $-18.4M | $10.4M |
自由现金流GKOSLCUT
| Q1 26 | — | — | ||
| Q4 25 | $3.9M | $2.6M | ||
| Q3 25 | $-11.7M | $-22.7M | ||
| Q2 25 | $5.8M | $8.2M | ||
| Q1 25 | $-20.5M | $15.1M | ||
| Q4 24 | $-1.2M | $19.7M | ||
| Q3 24 | $-11.0M | $-23.2M | ||
| Q2 24 | $-20.5M | $9.9M |
自由现金流率GKOSLCUT
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 1.3% | ||
| Q3 25 | -8.8% | -13.2% | ||
| Q2 25 | 4.7% | 6.2% | ||
| Q1 25 | -19.2% | 10.8% | ||
| Q4 24 | -1.2% | 9.1% | ||
| Q3 24 | -11.4% | -12.6% | ||
| Q2 24 | -21.4% | 7.0% |
资本支出强度GKOSLCUT
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 0.6% | ||
| Q3 25 | 1.2% | 0.3% | ||
| Q2 25 | 0.9% | 0.9% | ||
| Q1 25 | 1.8% | 1.1% | ||
| Q4 24 | 1.6% | 0.3% | ||
| Q3 24 | 1.5% | 0.3% | ||
| Q2 24 | 2.2% | 0.4% |
现金转化率GKOSLCUT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.28× | ||
| Q3 24 | — | -65.89× | ||
| Q2 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
暂无分部数据
LCUT
| Kitchenware | $114.3M | 56% |
| Tableware | $41.7M | 20% |
| Home Solutions | $29.4M | 14% |
| Other | $18.8M | 9% |
