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GLAUKOS Corp(GKOS)与Offerpad Solutions Inc.(OPAD)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Offerpad Solutions Inc.的1.3倍($150.6M vs $114.1M),GLAUKOS Corp同比增速更快(41.2% vs -34.5%),过去两年GLAUKOS Corp的营收复合增速更高(25.4% vs -36.8%)
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。
Offerpad Solutions Inc是美国知名房地产科技企业,专注于简化住宅房产交易流程,采用iBuyer模式直接向卖家收购房屋,完成翻新后挂牌出售,同时提供按揭、产权服务、灵活搬迁方案等配套服务,业务覆盖美国数十个州。
GKOS vs OPAD — 直观对比
营收规模更大
GKOS
是对方的1.3倍
$114.1M
营收增速更快
GKOS
高出75.7%
-34.5%
两年增速更快
GKOS
近两年复合增速
-36.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $150.6M | $114.1M |
| 净利润 | $9.4M | — |
| 毛利率 | 77.9% | 7.0% |
| 营业利润率 | 9.0% | — |
| 净利率 | 6.2% | — |
| 营收同比 | 41.2% | -34.5% |
| 净利润同比 | — | 49.1% |
| 每股收益(稀释后) | — | — |
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
OPAD
| Q1 26 | $150.6M | — | ||
| Q4 25 | $143.1M | $114.1M | ||
| Q3 25 | $133.5M | $132.7M | ||
| Q2 25 | $124.1M | $160.3M | ||
| Q1 25 | $106.7M | $160.7M | ||
| Q4 24 | $105.5M | $174.3M | ||
| Q3 24 | $96.7M | $208.1M | ||
| Q2 24 | $95.7M | $251.1M |
净利润
GKOS
OPAD
| Q1 26 | $9.4M | — | ||
| Q4 25 | $-133.7M | — | ||
| Q3 25 | $-16.2M | $-11.6M | ||
| Q2 25 | $-19.7M | $-10.9M | ||
| Q1 25 | $-18.1M | $-15.1M | ||
| Q4 24 | $-33.6M | $-17.3M | ||
| Q3 24 | $-21.4M | $-13.5M | ||
| Q2 24 | $-50.5M | $-13.8M |
毛利率
GKOS
OPAD
| Q1 26 | 77.9% | — | ||
| Q4 25 | -1.1% | 7.0% | ||
| Q3 25 | 78.4% | 7.0% | ||
| Q2 25 | 78.3% | 8.9% | ||
| Q1 25 | 77.2% | 6.5% | ||
| Q4 24 | 72.9% | 6.1% | ||
| Q3 24 | 76.6% | 8.2% | ||
| Q2 24 | 76.4% | 8.7% |
营业利润率
GKOS
OPAD
| Q1 26 | 9.0% | — | ||
| Q4 25 | -97.7% | — | ||
| Q3 25 | -12.3% | -5.1% | ||
| Q2 25 | -18.3% | -4.9% | ||
| Q1 25 | -19.4% | -7.2% | ||
| Q4 24 | -27.2% | -7.8% | ||
| Q3 24 | -25.5% | -4.3% | ||
| Q2 24 | -31.3% | -3.9% |
净利率
GKOS
OPAD
| Q1 26 | 6.2% | — | ||
| Q4 25 | -93.4% | — | ||
| Q3 25 | -12.2% | -8.7% | ||
| Q2 25 | -15.8% | -6.8% | ||
| Q1 25 | -17.0% | -9.4% | ||
| Q4 24 | -31.8% | -9.9% | ||
| Q3 24 | -22.1% | -6.5% | ||
| Q2 24 | -52.8% | -5.5% |
每股收益(稀释后)
GKOS
OPAD
| Q1 26 | — | — | ||
| Q4 25 | $-2.34 | — | ||
| Q3 25 | $-0.28 | $-0.37 | ||
| Q2 25 | $-0.34 | $-0.39 | ||
| Q1 25 | $-0.32 | $-0.55 | ||
| Q4 24 | $-0.56 | $-0.64 | ||
| Q3 24 | $-0.39 | $-0.49 | ||
| Q2 24 | $-1.00 | $-0.50 |
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 | $26.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $670.9M | $38.2M |
| 总资产 | $893.3M | $154.8M |
| 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
OPAD
| Q1 26 | $276.7M | — | ||
| Q4 25 | $90.8M | $26.5M | ||
| Q3 25 | $98.2M | $31.0M | ||
| Q2 25 | $100.8M | $22.6M | ||
| Q1 25 | $114.3M | $30.8M | ||
| Q4 24 | $169.6M | $43.0M | ||
| Q3 24 | $100.1M | $48.5M | ||
| Q2 24 | $68.1M | $56.9M |
股东权益
GKOS
OPAD
| Q1 26 | $670.9M | — | ||
| Q4 25 | $656.2M | $38.2M | ||
| Q3 25 | $769.5M | $39.9M | ||
| Q2 25 | $765.1M | $24.5M | ||
| Q1 25 | $764.0M | $34.2M | ||
| Q4 24 | $766.9M | $47.7M | ||
| Q3 24 | $668.5M | $64.7M | ||
| Q2 24 | $665.2M | $77.6M |
总资产
GKOS
OPAD
| Q1 26 | $893.3M | — | ||
| Q4 25 | $893.5M | $154.8M | ||
| Q3 25 | $999.4M | $223.5M | ||
| Q2 25 | $987.0M | $268.0M | ||
| Q1 25 | $966.2M | $274.5M | ||
| Q4 24 | $974.8M | $313.1M | ||
| Q3 24 | $926.5M | $338.5M | ||
| Q2 24 | $919.7M | $406.6M |
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 | — | $66.8M |
| 自由现金流经营现金流 - 资本支出 | — | $65.7M |
| 自由现金流率自由现金流/营收 | — | 57.6% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
GKOS
OPAD
| Q1 26 | — | — | ||
| Q4 25 | $6.8M | $66.8M | ||
| Q3 25 | $-10.1M | $40.0M | ||
| Q2 25 | $7.0M | $-13.5M | ||
| Q1 25 | $-18.5M | $-10.2M | ||
| Q4 24 | $507.0K | $20.8M | ||
| Q3 24 | $-9.6M | $39.6M | ||
| Q2 24 | $-18.4M | $-54.4M |
自由现金流
GKOS
OPAD
| Q1 26 | — | — | ||
| Q4 25 | $3.9M | $65.7M | ||
| Q3 25 | $-11.7M | — | ||
| Q2 25 | $5.8M | $-13.6M | ||
| Q1 25 | $-20.5M | $-11.2M | ||
| Q4 24 | $-1.2M | $15.4M | ||
| Q3 24 | $-11.0M | $38.7M | ||
| Q2 24 | $-20.5M | $-54.4M |
自由现金流率
GKOS
OPAD
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 57.6% | ||
| Q3 25 | -8.8% | — | ||
| Q2 25 | 4.7% | -8.5% | ||
| Q1 25 | -19.2% | -7.0% | ||
| Q4 24 | -1.2% | 8.9% | ||
| Q3 24 | -11.4% | 18.6% | ||
| Q2 24 | -21.4% | -21.7% |
资本支出强度
GKOS
OPAD
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 0.9% | ||
| Q3 25 | 1.2% | 0.0% | ||
| Q2 25 | 0.9% | 0.1% | ||
| Q1 25 | 1.8% | 0.6% | ||
| Q4 24 | 1.6% | 3.1% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 2.2% | 0.0% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图