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GLAUKOS Corp(GKOS)与莱迪思半导体(LSCC)财务数据对比。点击上方公司名可切换其他公司
GLAUKOS Corp的季度营收约是莱迪思半导体的1.0倍($150.6M vs $145.8M),GLAUKOS Corp净利率更高(6.2% vs -5.2%,领先11.5%),GLAUKOS Corp同比增速更快(41.2% vs 9.3%),过去两年GLAUKOS Corp的营收复合增速更高(25.4% vs 8.4%)
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。
莱迪思半导体是美国专注于低功耗现场可编程门阵列(FPGA)设计制造的半导体企业,1983年成立,1989年上市,总部位于俄勒冈州希尔斯伯勒硅林区,在圣何塞、上海、马尼拉、槟城、新加坡等地设有运营网点,截至2022年员工超1000人,年营收超6.6亿美元。
GKOS vs LSCC — 直观对比
营收规模更大
GKOS
是对方的1.0倍
$145.8M
营收增速更快
GKOS
高出31.9%
9.3%
净利率更高
GKOS
高出11.5%
-5.2%
两年增速更快
GKOS
近两年复合增速
8.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $150.6M | $145.8M |
| 净利润 | $9.4M | $-7.6M |
| 毛利率 | 77.9% | 68.5% |
| 营业利润率 | 9.0% | 30.7% |
| 净利率 | 6.2% | -5.2% |
| 营收同比 | 41.2% | 9.3% |
| 净利润同比 | — | 14.6% |
| 每股收益(稀释后) | — | $-0.06 |
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
LSCC
| Q1 26 | $150.6M | $145.8M | ||
| Q4 25 | $143.1M | — | ||
| Q3 25 | $133.5M | $133.3M | ||
| Q2 25 | $124.1M | $124.0M | ||
| Q1 25 | $106.7M | $120.2M | ||
| Q4 24 | $105.5M | $117.4M | ||
| Q3 24 | $96.7M | $127.1M | ||
| Q2 24 | $95.7M | $124.1M |
净利润
GKOS
LSCC
| Q1 26 | $9.4M | $-7.6M | ||
| Q4 25 | $-133.7M | — | ||
| Q3 25 | $-16.2M | $2.8M | ||
| Q2 25 | $-19.7M | $2.9M | ||
| Q1 25 | $-18.1M | $5.0M | ||
| Q4 24 | $-33.6M | $16.5M | ||
| Q3 24 | $-21.4M | $7.2M | ||
| Q2 24 | $-50.5M | $22.6M |
毛利率
GKOS
LSCC
| Q1 26 | 77.9% | 68.5% | ||
| Q4 25 | -1.1% | — | ||
| Q3 25 | 78.4% | 67.9% | ||
| Q2 25 | 78.3% | 68.4% | ||
| Q1 25 | 77.2% | 68.0% | ||
| Q4 24 | 72.9% | 61.1% | ||
| Q3 24 | 76.6% | 69.0% | ||
| Q2 24 | 76.4% | 68.3% |
营业利润率
GKOS
LSCC
| Q1 26 | 9.0% | 0.7% | ||
| Q4 25 | -97.7% | — | ||
| Q3 25 | -12.3% | -1.2% | ||
| Q2 25 | -18.3% | 3.8% | ||
| Q1 25 | -19.4% | 5.8% | ||
| Q4 24 | -27.2% | -10.4% | ||
| Q3 24 | -25.5% | 5.9% | ||
| Q2 24 | -31.3% | 18.2% |
净利率
GKOS
LSCC
| Q1 26 | 6.2% | -5.2% | ||
| Q4 25 | -93.4% | — | ||
| Q3 25 | -12.2% | 2.1% | ||
| Q2 25 | -15.8% | 2.3% | ||
| Q1 25 | -17.0% | 4.2% | ||
| Q4 24 | -31.8% | 14.1% | ||
| Q3 24 | -22.1% | 5.7% | ||
| Q2 24 | -52.8% | 18.2% |
每股收益(稀释后)
GKOS
LSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $-2.34 | — | ||
| Q3 25 | $-0.28 | $0.02 | ||
| Q2 25 | $-0.34 | $0.02 | ||
| Q1 25 | $-0.32 | $0.04 | ||
| Q4 24 | $-0.56 | $0.12 | ||
| Q3 24 | $-0.39 | $0.05 | ||
| Q2 24 | $-1.00 | $0.16 |
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 | $133.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $670.9M | $714.1M |
| 总资产 | $893.3M | — |
| 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
LSCC
| Q1 26 | $276.7M | $133.9M | ||
| Q4 25 | $90.8M | — | ||
| Q3 25 | $98.2M | $117.9M | ||
| Q2 25 | $100.8M | $107.2M | ||
| Q1 25 | $114.3M | $127.6M | ||
| Q4 24 | $169.6M | $136.3M | ||
| Q3 24 | $100.1M | $124.3M | ||
| Q2 24 | $68.1M | $109.2M |
股东权益
GKOS
LSCC
| Q1 26 | $670.9M | $714.1M | ||
| Q4 25 | $656.2M | — | ||
| Q3 25 | $769.5M | $706.4M | ||
| Q2 25 | $765.1M | $687.0M | ||
| Q1 25 | $764.0M | $707.9M | ||
| Q4 24 | $766.9M | $710.9M | ||
| Q3 24 | $668.5M | $703.5M | ||
| Q2 24 | $665.2M | $698.8M |
总资产
GKOS
LSCC
| Q1 26 | $893.3M | $883.1M | ||
| Q4 25 | $893.5M | — | ||
| Q3 25 | $999.4M | $844.4M | ||
| Q2 25 | $987.0M | $808.6M | ||
| Q1 25 | $966.2M | $823.6M | ||
| Q4 24 | $974.8M | $843.9M | ||
| Q3 24 | $926.5M | $853.7M | ||
| Q2 24 | $919.7M | $827.5M |
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 | — | $57.6M |
| 自由现金流经营现金流 - 资本支出 | — | $44.0M |
| 自由现金流率自由现金流/营收 | — | 30.2% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $153.3M |
8季度趋势,按日历期对齐
经营现金流
GKOS
LSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $6.8M | — | ||
| Q3 25 | $-10.1M | $47.1M | ||
| Q2 25 | $7.0M | $38.5M | ||
| Q1 25 | $-18.5M | $31.9M | ||
| Q4 24 | $507.0K | $45.4M | ||
| Q3 24 | $-9.6M | $44.0M | ||
| Q2 24 | $-18.4M | $21.9M |
自由现金流
GKOS
LSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $3.9M | — | ||
| Q3 25 | $-11.7M | $34.0M | ||
| Q2 25 | $5.8M | $31.3M | ||
| Q1 25 | $-20.5M | $23.3M | ||
| Q4 24 | $-1.2M | $39.7M | ||
| Q3 24 | $-11.0M | $39.4M | ||
| Q2 24 | $-20.5M | $14.8M |
自由现金流率
GKOS
LSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | 2.7% | — | ||
| Q3 25 | -8.8% | 25.5% | ||
| Q2 25 | 4.7% | 25.2% | ||
| Q1 25 | -19.2% | 19.4% | ||
| Q4 24 | -1.2% | 33.8% | ||
| Q3 24 | -11.4% | 31.0% | ||
| Q2 24 | -21.4% | 11.9% |
资本支出强度
GKOS
LSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | 2.0% | — | ||
| Q3 25 | 1.2% | 9.8% | ||
| Q2 25 | 0.9% | 5.8% | ||
| Q1 25 | 1.8% | 7.2% | ||
| Q4 24 | 1.6% | 4.9% | ||
| Q3 24 | 1.5% | 3.7% | ||
| Q2 24 | 2.2% | 5.8% |
现金转化率
GKOS
LSCC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 16.86× | ||
| Q2 25 | — | 13.23× | ||
| Q1 25 | — | 6.35× | ||
| Q4 24 | — | 2.75× | ||
| Q3 24 | — | 6.12× | ||
| Q2 24 | — | 0.97× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图