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GLAUKOS Corp（GKOS）与OCTAVE SPECIALTY GROUP INC（OSG）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OCTAVE SPECIALTY GROUP INC的1.4倍（$150.6M vs $104.2M），GLAUKOS Corp净利率更高（6.2% vs -6.6%，领先12.8%），OCTAVE SPECIALTY GROUP INC同比增速更快（66.0% vs 41.2%），过去两年OCTAVE SPECIALTY GROUP INC的营收复合增速更高（42.9% vs 25.4%）
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。
奥克塔夫专业集团是一家专业保险控股企业，主营定制化财产与意外伤害保险产品，核心业务聚焦超额剩余保险领域，为北美地区的商业及个人客户提供定制化风险保障解决方案。
GKOS vs OSG — 直观对比
营收规模更大
GKOS
是对方的1.4倍
$104.2M
营收增速更快
OSG
高出24.8%
41.2%
净利率更高
GKOS
高出12.8%
-6.6%
两年增速更快
OSG
近两年复合增速
25.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $150.6M | $104.2M |
| 净利润 | $9.4M | $-6.9M |
| 毛利率 | 77.9% | — |
| 营业利润率 | 9.0% | — |
| 净利率 | 6.2% | -6.6% |
| 营收同比 | 41.2% | 66.0% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | $-0.13 |
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GKOSOSG
| Q1 26 | $150.6M | $104.2M | ||
| Q4 25 | $143.1M | $66.9M | ||
| Q3 25 | $133.5M | $66.6M | ||
| Q2 25 | $124.1M | $55.0M | ||
| Q1 25 | $106.7M | $62.8M | ||
| Q4 24 | $105.5M | $65.2M | ||
| Q3 24 | $96.7M | $70.0M | ||
| Q2 24 | $95.7M | $51.0M |
净利润GKOSOSG
| Q1 26 | $9.4M | $-6.9M | ||
| Q4 25 | $-133.7M | $-29.7M | ||
| Q3 25 | $-16.2M | $-112.6M | ||
| Q2 25 | $-19.7M | $-72.7M | ||
| Q1 25 | $-18.1M | $-44.7M | ||
| Q4 24 | $-33.6M | $-20.9M | ||
| Q3 24 | $-21.4M | $-27.5M | ||
| Q2 24 | $-50.5M | $-750.0K |
毛利率GKOSOSG
| Q1 26 | 77.9% | — | ||
| Q4 25 | -1.1% | — | ||
| Q3 25 | 78.4% | — | ||
| Q2 25 | 78.3% | — | ||
| Q1 25 | 77.2% | — | ||
| Q4 24 | 72.9% | — | ||
| Q3 24 | 76.6% | — | ||
| Q2 24 | 76.4% | — |
营业利润率GKOSOSG
| Q1 26 | 9.0% | — | ||
| Q4 25 | -97.7% | -76.7% | ||
| Q3 25 | -12.3% | -48.2% | ||
| Q2 25 | -18.3% | -41.8% | ||
| Q1 25 | -19.4% | -24.1% | ||
| Q4 24 | -27.2% | -55.5% | ||
| Q3 24 | -25.5% | -29.7% | ||
| Q2 24 | -31.3% | -28.9% |
净利率GKOSOSG
| Q1 26 | 6.2% | -6.6% | ||
| Q4 25 | -93.4% | -73.8% | ||
| Q3 25 | -12.2% | -169.1% | ||
| Q2 25 | -15.8% | -132.3% | ||
| Q1 25 | -17.0% | -71.3% | ||
| Q4 24 | -31.8% | -55.1% | ||
| Q3 24 | -22.1% | -39.3% | ||
| Q2 24 | -52.8% | -1.5% |
每股收益（稀释后）GKOSOSG
| Q1 26 | — | $-0.13 | ||
| Q4 25 | $-2.34 | $-0.82 | ||
| Q3 25 | $-0.28 | $-2.35 | ||
| Q2 25 | $-0.34 | $-1.54 | ||
| Q1 25 | $-0.32 | $-1.22 | ||
| Q4 24 | $-0.56 | $-11.75 | ||
| Q3 24 | $-0.39 | $-0.63 | ||
| Q2 24 | $-1.00 | $-0.02 |
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 | — |
| 总债务越低越好 | — | $117.1M |
| 股东权益账面价值 | $670.9M | $833.6M |
| 总资产 | $893.3M | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资GKOSOSG
| Q1 26 | $276.7M | — | ||
| Q4 25 | $90.8M | $146.4M | ||
| Q3 25 | $98.2M | $27.5M | ||
| Q2 25 | $100.8M | $22.5M | ||
| Q1 25 | $114.3M | $34.1M | ||
| Q4 24 | $169.6M | $157.2M | ||
| Q3 24 | $100.1M | $40.8M | ||
| Q2 24 | $68.1M | $14.6M |
总债务GKOSOSG
| Q1 26 | — | $117.1M | ||
| Q4 25 | — | $117.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $518.0M | ||
| Q2 24 | — | $515.0M |
股东权益GKOSOSG
| Q1 26 | $670.9M | $833.6M | ||
| Q4 25 | $656.2M | $715.8M | ||
| Q3 25 | $769.5M | $843.4M | ||
| Q2 25 | $765.1M | $859.8M | ||
| Q1 25 | $764.0M | $852.2M | ||
| Q4 24 | $766.9M | $798.4M | ||
| Q3 24 | $668.5M | $1.5B | ||
| Q2 24 | $665.2M | $1.4B |
总资产GKOSOSG
| Q1 26 | $893.3M | $2.3B | ||
| Q4 25 | $893.5M | $2.2B | ||
| Q3 25 | $999.4M | $2.1B | ||
| Q2 25 | $987.0M | $8.5B | ||
| Q1 25 | $966.2M | $8.3B | ||
| Q4 24 | $974.8M | $8.1B | ||
| Q3 24 | $926.5M | $9.3B | ||
| Q2 24 | $919.7M | $8.2B |
负债/权益比GKOSOSG
| Q1 26 | — | 0.14× | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.35× | ||
| Q2 24 | — | 0.38× |
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
OSG
| Commissions | $68.2M | 65% |
| Other | $20.6M | 20% |
| Servicing and other fees | $9.4M | 9% |
| Program fees | $3.6M | 3% |
| Investment income | $2.4M | 2% |
