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GLAUKOS Corp(GKOS)与MONRO, INC.(MNRO)财务数据对比。点击上方公司名可切换其他公司
MONRO, INC.的季度营收约是GLAUKOS Corp的1.9倍($293.4M vs $150.6M),GLAUKOS Corp净利率更高(6.2% vs 3.8%,领先2.4%),GLAUKOS Corp同比增速更快(41.2% vs -4.0%),过去两年GLAUKOS Corp的营收复合增速更高(25.4% vs -2.7%)
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。
蒙罗公司(Monro, Inc.)是一家汽车服务企业,创始并总部设在美国纽约州罗切斯特。截至2025年,蒙罗共拥有1260家门店,按门店数量与营收计算,是北美仅次于Driven Brands的第二大汽车服务企业。
GKOS vs MNRO — 直观对比
营收规模更大
MNRO
是对方的1.9倍
$150.6M
营收增速更快
GKOS
高出45.2%
-4.0%
净利率更高
GKOS
高出2.4%
3.8%
两年增速更快
GKOS
近两年复合增速
-2.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $150.6M | $293.4M |
| 净利润 | $9.4M | $11.1M |
| 毛利率 | 77.9% | 34.9% |
| 营业利润率 | 9.0% | 6.3% |
| 净利率 | 6.2% | 3.8% |
| 营收同比 | 41.2% | -4.0% |
| 净利润同比 | — | 143.1% |
| 每股收益(稀释后) | — | $0.35 |
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
MNRO
| Q1 26 | $150.6M | — | ||
| Q4 25 | $143.1M | $293.4M | ||
| Q3 25 | $133.5M | $288.9M | ||
| Q2 25 | $124.1M | $301.0M | ||
| Q1 25 | $106.7M | $295.0M | ||
| Q4 24 | $105.5M | $305.8M | ||
| Q3 24 | $96.7M | $301.4M | ||
| Q2 24 | $95.7M | $293.2M |
净利润
GKOS
MNRO
| Q1 26 | $9.4M | — | ||
| Q4 25 | $-133.7M | $11.1M | ||
| Q3 25 | $-16.2M | $5.7M | ||
| Q2 25 | $-19.7M | $-8.1M | ||
| Q1 25 | $-18.1M | $-21.3M | ||
| Q4 24 | $-33.6M | $4.6M | ||
| Q3 24 | $-21.4M | $5.6M | ||
| Q2 24 | $-50.5M | $5.9M |
毛利率
GKOS
MNRO
| Q1 26 | 77.9% | — | ||
| Q4 25 | -1.1% | 34.9% | ||
| Q3 25 | 78.4% | 35.7% | ||
| Q2 25 | 78.3% | 35.5% | ||
| Q1 25 | 77.2% | 33.0% | ||
| Q4 24 | 72.9% | 34.3% | ||
| Q3 24 | 76.6% | 35.3% | ||
| Q2 24 | 76.4% | 37.2% |
营业利润率
GKOS
MNRO
| Q1 26 | 9.0% | — | ||
| Q4 25 | -97.7% | 6.3% | ||
| Q3 25 | -12.3% | 4.4% | ||
| Q2 25 | -18.3% | -2.0% | ||
| Q1 25 | -19.4% | -8.1% | ||
| Q4 24 | -27.2% | 3.3% | ||
| Q3 24 | -25.5% | 4.4% | ||
| Q2 24 | -31.3% | 4.5% |
净利率
GKOS
MNRO
| Q1 26 | 6.2% | — | ||
| Q4 25 | -93.4% | 3.8% | ||
| Q3 25 | -12.2% | 2.0% | ||
| Q2 25 | -15.8% | -2.7% | ||
| Q1 25 | -17.0% | -7.2% | ||
| Q4 24 | -31.8% | 1.5% | ||
| Q3 24 | -22.1% | 1.9% | ||
| Q2 24 | -52.8% | 2.0% |
每股收益(稀释后)
GKOS
MNRO
| Q1 26 | — | — | ||
| Q4 25 | $-2.34 | $0.35 | ||
| Q3 25 | $-0.28 | $0.18 | ||
| Q2 25 | $-0.34 | $-0.28 | ||
| Q1 25 | $-0.32 | $-0.74 | ||
| Q4 24 | $-0.56 | $0.15 | ||
| Q3 24 | $-0.39 | $0.18 | ||
| Q2 24 | $-1.00 | $0.19 |
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 | $4.9M |
| 总债务越低越好 | — | $45.0M |
| 股东权益账面价值 | $670.9M | $604.9M |
| 总资产 | $893.3M | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势,按日历期对齐
现金及短期投资
GKOS
MNRO
| Q1 26 | $276.7M | — | ||
| Q4 25 | $90.8M | $4.9M | ||
| Q3 25 | $98.2M | $10.5M | ||
| Q2 25 | $100.8M | $7.8M | ||
| Q1 25 | $114.3M | $20.8M | ||
| Q4 24 | $169.6M | $10.2M | ||
| Q3 24 | $100.1M | $20.9M | ||
| Q2 24 | $68.1M | $18.7M |
总债务
GKOS
MNRO
| Q1 26 | — | — | ||
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M |
股东权益
GKOS
MNRO
| Q1 26 | $670.9M | — | ||
| Q4 25 | $656.2M | $604.9M | ||
| Q3 25 | $769.5M | $601.7M | ||
| Q2 25 | $765.1M | $604.9M | ||
| Q1 25 | $764.0M | $620.8M | ||
| Q4 24 | $766.9M | $648.9M | ||
| Q3 24 | $668.5M | $651.9M | ||
| Q2 24 | $665.2M | $654.4M |
总资产
GKOS
MNRO
| Q1 26 | $893.3M | — | ||
| Q4 25 | $893.5M | $1.6B | ||
| Q3 25 | $999.4M | $1.6B | ||
| Q2 25 | $987.0M | $1.6B | ||
| Q1 25 | $966.2M | $1.6B | ||
| Q4 24 | $974.8M | $1.7B | ||
| Q3 24 | $926.5M | $1.7B | ||
| Q2 24 | $919.7M | $1.7B |
负债/权益比
GKOS
MNRO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× |
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 | — | $17.8M |
| 自由现金流经营现金流 - 资本支出 | — | $9.1M |
| 自由现金流率自由现金流/营收 | — | 3.1% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | — | 1.60× |
| 过去12个月自由现金流最近4个季度 | — | $49.6M |
8季度趋势,按日历期对齐
经营现金流
GKOS
MNRO
| Q1 26 | — | — | ||
| Q4 25 | $6.8M | $17.8M | ||
| Q3 25 | $-10.1M | $32.3M | ||
| Q2 25 | $7.0M | $-1.9M | ||
| Q1 25 | $-18.5M | $28.9M | ||
| Q4 24 | $507.0K | $14.8M | ||
| Q3 24 | $-9.6M | $62.6M | ||
| Q2 24 | $-18.4M | $25.6M |
自由现金流
GKOS
MNRO
| Q1 26 | — | — | ||
| Q4 25 | $3.9M | $9.1M | ||
| Q3 25 | $-11.7M | $26.6M | ||
| Q2 25 | $5.8M | $-9.3M | ||
| Q1 25 | $-20.5M | $23.2M | ||
| Q4 24 | $-1.2M | $7.9M | ||
| Q3 24 | $-11.0M | $57.6M | ||
| Q2 24 | $-20.5M | $16.8M |
自由现金流率
GKOS
MNRO
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 3.1% | ||
| Q3 25 | -8.8% | 9.2% | ||
| Q2 25 | 4.7% | -3.1% | ||
| Q1 25 | -19.2% | 7.9% | ||
| Q4 24 | -1.2% | 2.6% | ||
| Q3 24 | -11.4% | 19.1% | ||
| Q2 24 | -21.4% | 5.7% |
资本支出强度
GKOS
MNRO
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 3.0% | ||
| Q3 25 | 1.2% | 2.0% | ||
| Q2 25 | 0.9% | 2.5% | ||
| Q1 25 | 1.8% | 1.9% | ||
| Q4 24 | 1.6% | 2.2% | ||
| Q3 24 | 1.5% | 1.6% | ||
| Q2 24 | 2.2% | 3.0% |
现金转化率
GKOS
MNRO
| Q1 26 | — | — | ||
| Q4 25 | — | 1.60× | ||
| Q3 25 | — | 5.71× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.23× | ||
| Q3 24 | — | 11.08× | ||
| Q2 24 | — | 4.37× |
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
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |