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GLAUKOS Corp（GKOS）与PagerDuty, Inc.（PD）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PagerDuty, Inc.的1.1倍（$143.1M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs -93.4%，领先223.1%），GLAUKOS Corp同比增速更快（35.7% vs 4.7%），PagerDuty, Inc.自由现金流更多（$24.1M vs $3.9M），过去两年GLAUKOS Corp的营收复合增速更高（29.3% vs 5.9%）
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。
PagerDuty是一家美国云计算企业，主打面向IT运维部门的SaaS事件管理平台，可帮助企业实时响应运维异常、快速定位并处理故障，保障业务系统稳定运行，目前已成为全球IT运维领域广受认可的数字化解决方案服务商。
GKOS vs PD — 直观对比
营收规模更大
GKOS
是对方的1.1倍
$124.5M
营收增速更快
GKOS
高出31.0%
4.7%
净利率更高
PD
高出223.1%
-93.4%
自由现金流更多
PD
多$20.1M
$3.9M
两年增速更快
GKOS
近两年复合增速
5.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $143.1M | $124.5M |
| 净利润 | $-133.7M | $161.6M |
| 毛利率 | -1.1% | 85.3% |
| 营业利润率 | -97.7% | 6.5% |
| 净利率 | -93.4% | 129.7% |
| 营收同比 | 35.7% | 4.7% |
| 净利润同比 | -298.0% | 2827.7% |
| 每股收益（稀释后） | $-2.34 | $1.69 |
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GKOSPD
| Q4 25 | $143.1M | $124.5M | ||
| Q3 25 | $133.5M | $123.4M | ||
| Q2 25 | $124.1M | $119.8M | ||
| Q1 25 | $106.7M | $121.4M | ||
| Q4 24 | $105.5M | $118.9M | ||
| Q3 24 | $96.7M | $115.9M | ||
| Q2 24 | $95.7M | $111.2M | ||
| Q1 24 | $85.6M | $111.1M |
净利润GKOSPD
| Q4 25 | $-133.7M | $161.6M | ||
| Q3 25 | $-16.2M | $9.6M | ||
| Q2 25 | $-19.7M | $-7.2M | ||
| Q1 25 | $-18.1M | $-8.8M | ||
| Q4 24 | $-33.6M | $-5.9M | ||
| Q3 24 | $-21.4M | $-10.9M | ||
| Q2 24 | $-50.5M | $-17.1M | ||
| Q1 24 | $-40.8M | $-28.2M |
毛利率GKOSPD
| Q4 25 | -1.1% | 85.3% | ||
| Q3 25 | 78.4% | 84.6% | ||
| Q2 25 | 78.3% | 84.0% | ||
| Q1 25 | 77.2% | 83.6% | ||
| Q4 24 | 72.9% | 83.0% | ||
| Q3 24 | 76.6% | 82.7% | ||
| Q2 24 | 76.4% | 82.6% | ||
| Q1 24 | 76.3% | 81.7% |
营业利润率GKOSPD
| Q4 25 | -97.7% | 6.5% | ||
| Q3 25 | -12.3% | 2.9% | ||
| Q2 25 | -18.3% | -8.6% | ||
| Q1 25 | -19.4% | -9.6% | ||
| Q4 24 | -27.2% | -8.7% | ||
| Q3 24 | -25.5% | -13.8% | ||
| Q2 24 | -31.3% | -19.5% | ||
| Q1 24 | -45.6% | -30.1% |
净利率GKOSPD
| Q4 25 | -93.4% | 129.7% | ||
| Q3 25 | -12.2% | 7.8% | ||
| Q2 25 | -15.8% | -6.0% | ||
| Q1 25 | -17.0% | -7.2% | ||
| Q4 24 | -31.8% | -5.0% | ||
| Q3 24 | -22.1% | -9.4% | ||
| Q2 24 | -52.8% | -15.4% | ||
| Q1 24 | -47.7% | -25.3% |
每股收益（稀释后）GKOSPD
| Q4 25 | $-2.34 | $1.69 | ||
| Q3 25 | $-0.28 | $0.10 | ||
| Q2 25 | $-0.34 | $-0.07 | ||
| Q1 25 | $-0.32 | $-0.12 | ||
| Q4 24 | $-0.56 | $-0.07 | ||
| Q3 24 | $-0.39 | $-0.14 | ||
| Q2 24 | $-1.00 | $-0.26 | ||
| Q1 24 | $-0.82 | $-0.34 |
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 | $90.8M | $547.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $656.2M | $320.5M |
| 总资产 | $893.5M | $1.0B |
| 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GKOSPD
| Q4 25 | $90.8M | $547.8M | ||
| Q3 25 | $98.2M | $567.9M | ||
| Q2 25 | $100.8M | $597.1M | ||
| Q1 25 | $114.3M | $570.8M | ||
| Q4 24 | $169.6M | $542.2M | ||
| Q3 24 | $100.1M | $599.3M | ||
| Q2 24 | $68.1M | $592.8M | ||
| Q1 24 | $42.5M | $571.2M |
总债务GKOSPD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $489.5M |
股东权益GKOSPD
| Q4 25 | $656.2M | $320.5M | ||
| Q3 25 | $769.5M | $180.7M | ||
| Q2 25 | $765.1M | $145.7M | ||
| Q1 25 | $764.0M | $129.8M | ||
| Q4 24 | $766.9M | $111.6M | ||
| Q3 24 | $668.5M | $164.7M | ||
| Q2 24 | $665.2M | $174.0M | ||
| Q1 24 | $450.7M | $171.6M |
总资产GKOSPD
| Q4 25 | $893.5M | $1.0B | ||
| Q3 25 | $999.4M | $891.5M | ||
| Q2 25 | $987.0M | $926.8M | ||
| Q1 25 | $966.2M | $927.3M | ||
| Q4 24 | $974.8M | $866.8M | ||
| Q3 24 | $926.5M | $916.0M | ||
| Q2 24 | $919.7M | $924.0M | ||
| Q1 24 | $933.3M | $925.3M |
负债/权益比GKOSPD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.73× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.85× |
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 | $6.8M | $24.8M |
| 自由现金流经营现金流 - 资本支出 | $3.9M | $24.1M |
| 自由现金流率自由现金流/营收 | 2.7% | 19.3% |
| 资本支出强度资本支出/营收 | 2.0% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 0.15× |
| 过去12个月自由现金流最近4个季度 | $-22.5M | $117.6M |
8季度趋势，按日历期对齐
经营现金流GKOSPD
| Q4 25 | $6.8M | $24.8M | ||
| Q3 25 | $-10.1M | $34.0M | ||
| Q2 25 | $7.0M | $30.7M | ||
| Q1 25 | $-18.5M | $31.4M | ||
| Q4 24 | $507.0K | $22.1M | ||
| Q3 24 | $-9.6M | $35.8M | ||
| Q2 24 | $-18.4M | $28.6M | ||
| Q1 24 | $-33.9M | $22.2M |
自由现金流GKOSPD
| Q4 25 | $3.9M | $24.1M | ||
| Q3 25 | $-11.7M | $33.1M | ||
| Q2 25 | $5.8M | $30.2M | ||
| Q1 25 | $-20.5M | $30.3M | ||
| Q4 24 | $-1.2M | $21.5M | ||
| Q3 24 | $-11.0M | $35.1M | ||
| Q2 24 | $-20.5M | $28.2M | ||
| Q1 24 | $-34.8M | $21.2M |
自由现金流率GKOSPD
| Q4 25 | 2.7% | 19.3% | ||
| Q3 25 | -8.8% | 26.8% | ||
| Q2 25 | 4.7% | 25.2% | ||
| Q1 25 | -19.2% | 24.9% | ||
| Q4 24 | -1.2% | 18.1% | ||
| Q3 24 | -11.4% | 30.3% | ||
| Q2 24 | -21.4% | 25.4% | ||
| Q1 24 | -40.7% | 19.1% |
资本支出强度GKOSPD
| Q4 25 | 2.0% | 0.6% | ||
| Q3 25 | 1.2% | 0.7% | ||
| Q2 25 | 0.9% | 0.4% | ||
| Q1 25 | 1.8% | 0.9% | ||
| Q4 24 | 1.6% | 0.5% | ||
| Q3 24 | 1.5% | 0.5% | ||
| Q2 24 | 2.2% | 0.4% | ||
| Q1 24 | 1.1% | 0.9% |
现金转化率GKOSPD
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 3.55× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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
| Glaucoma | $86.4M | 60% |
| Other | $35.1M | 25% |
| Corneal Health | $21.6M | 15% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
