vs
GLAUKOS Corp（GKOS）与福尼克斯（PLAB）财务数据对比。点击上方公司名可切换其他公司
福尼克斯的季度营收约是GLAUKOS Corp的1.4倍（$210.4M vs $150.6M），福尼克斯净利率更高（10.9% vs 6.2%，领先4.7%），GLAUKOS Corp同比增速更快（41.2% vs -5.5%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
GKOS vs PLAB — 直观对比
营收规模更大
PLAB
是对方的1.4倍
$150.6M
营收增速更快
GKOS
高出46.7%
-5.5%
净利率更高
PLAB
高出4.7%
6.2%
两年增速更快
GKOS
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $150.6M | $210.4M |
| 净利润 | $9.4M | $22.9M |
| 毛利率 | 77.9% | 33.7% |
| 营业利润率 | 9.0% | 22.9% |
| 净利率 | 6.2% | 10.9% |
| 营收同比 | 41.2% | -5.5% |
| 净利润同比 | — | -32.4% |
| 每股收益（稀释后） | — | $0.39 |
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GKOSPLAB
| Q1 26 | $150.6M | — | ||
| Q4 25 | $143.1M | — | ||
| Q3 25 | $133.5M | $210.4M | ||
| Q2 25 | $124.1M | $211.0M | ||
| Q1 25 | $106.7M | $212.1M | ||
| Q4 24 | $105.5M | $222.6M | ||
| Q3 24 | $96.7M | $211.0M | ||
| Q2 24 | $95.7M | $217.0M |
净利润GKOSPLAB
| Q1 26 | $9.4M | — | ||
| Q4 25 | $-133.7M | — | ||
| Q3 25 | $-16.2M | $22.9M | ||
| Q2 25 | $-19.7M | $8.9M | ||
| Q1 25 | $-18.1M | $42.9M | ||
| Q4 24 | $-33.6M | $33.9M | ||
| Q3 24 | $-21.4M | $34.4M | ||
| Q2 24 | $-50.5M | $36.3M |
毛利率GKOSPLAB
| Q1 26 | 77.9% | — | ||
| Q4 25 | -1.1% | — | ||
| Q3 25 | 78.4% | 33.7% | ||
| Q2 25 | 78.3% | 36.9% | ||
| Q1 25 | 77.2% | 35.6% | ||
| Q4 24 | 72.9% | 37.0% | ||
| Q3 24 | 76.6% | 35.6% | ||
| Q2 24 | 76.4% | 36.5% |
营业利润率GKOSPLAB
| Q1 26 | 9.0% | — | ||
| Q4 25 | -97.7% | — | ||
| Q3 25 | -12.3% | 22.9% | ||
| Q2 25 | -18.3% | 26.4% | ||
| Q1 25 | -19.4% | 24.6% | ||
| Q4 24 | -27.2% | 25.1% | ||
| Q3 24 | -25.5% | 24.7% | ||
| Q2 24 | -31.3% | 25.8% |
净利率GKOSPLAB
| Q1 26 | 6.2% | — | ||
| Q4 25 | -93.4% | — | ||
| Q3 25 | -12.2% | 10.9% | ||
| Q2 25 | -15.8% | 4.2% | ||
| Q1 25 | -17.0% | 20.2% | ||
| Q4 24 | -31.8% | 15.2% | ||
| Q3 24 | -22.1% | 16.3% | ||
| Q2 24 | -52.8% | 16.7% |
每股收益（稀释后）GKOSPLAB
| Q1 26 | — | — | ||
| Q4 25 | $-2.34 | — | ||
| Q3 25 | $-0.28 | $0.39 | ||
| Q2 25 | $-0.34 | $0.15 | ||
| Q1 25 | $-0.32 | $0.68 | ||
| Q4 24 | $-0.56 | $0.54 | ||
| Q3 24 | $-0.39 | $0.55 | ||
| Q2 24 | $-1.00 | $0.58 |
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 | $575.8M |
| 总债务越低越好 | — | $16.0K |
| 股东权益账面价值 | $670.9M | $1.1B |
| 总资产 | $893.3M | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资GKOSPLAB
| Q1 26 | $276.7M | — | ||
| Q4 25 | $90.8M | — | ||
| Q3 25 | $98.2M | $575.8M | ||
| Q2 25 | $100.8M | $558.4M | ||
| Q1 25 | $114.3M | $642.2M | ||
| Q4 24 | $169.6M | $640.7M | ||
| Q3 24 | $100.1M | $606.4M | ||
| Q2 24 | $68.1M | $559.9M |
总债务GKOSPLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $16.0K | ||
| Q2 25 | — | $19.0K | ||
| Q1 25 | — | $21.0K | ||
| Q4 24 | — | $25.0K | ||
| Q3 24 | — | $28.0K | ||
| Q2 24 | — | $2.5M |
股东权益GKOSPLAB
| Q1 26 | $670.9M | — | ||
| Q4 25 | $656.2M | — | ||
| Q3 25 | $769.5M | $1.1B | ||
| Q2 25 | $765.1M | $1.1B | ||
| Q1 25 | $764.0M | $1.1B | ||
| Q4 24 | $766.9M | $1.1B | ||
| Q3 24 | $668.5M | $1.1B | ||
| Q2 24 | $665.2M | $1.0B |
总资产GKOSPLAB
| Q1 26 | $893.3M | — | ||
| Q4 25 | $893.5M | — | ||
| Q3 25 | $999.4M | $1.8B | ||
| Q2 25 | $987.0M | $1.7B | ||
| Q1 25 | $966.2M | $1.7B | ||
| Q4 24 | $974.8M | $1.7B | ||
| Q3 24 | $926.5M | $1.6B | ||
| Q2 24 | $919.7M | $1.6B |
负债/权益比GKOSPLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | — | $50.1M |
| 自由现金流经营现金流 - 资本支出 | — | $25.2M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 11.8% |
| 现金转化率经营现金流/净利润 | — | 2.19× |
| 过去12个月自由现金流最近4个季度 | — | $64.5M |
8季度趋势，按日历期对齐
经营现金流GKOSPLAB
| Q1 26 | — | — | ||
| Q4 25 | $6.8M | — | ||
| Q3 25 | $-10.1M | $50.1M | ||
| Q2 25 | $7.0M | $31.5M | ||
| Q1 25 | $-18.5M | $78.5M | ||
| Q4 24 | $507.0K | $68.4M | ||
| Q3 24 | $-9.6M | $75.1M | ||
| Q2 24 | $-18.4M | $76.5M |
自由现金流GKOSPLAB
| Q1 26 | — | — | ||
| Q4 25 | $3.9M | — | ||
| Q3 25 | $-11.7M | $25.2M | ||
| Q2 25 | $5.8M | $-29.1M | ||
| Q1 25 | $-20.5M | $43.3M | ||
| Q4 24 | $-1.2M | $25.2M | ||
| Q3 24 | $-11.0M | $50.7M | ||
| Q2 24 | $-20.5M | $56.5M |
自由现金流率GKOSPLAB
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | — | ||
| Q3 25 | -8.8% | 12.0% | ||
| Q2 25 | 4.7% | -13.8% | ||
| Q1 25 | -19.2% | 20.4% | ||
| Q4 24 | -1.2% | 11.3% | ||
| Q3 24 | -11.4% | 24.0% | ||
| Q2 24 | -21.4% | 26.0% |
资本支出强度GKOSPLAB
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | — | ||
| Q3 25 | 1.2% | 11.8% | ||
| Q2 25 | 0.9% | 28.7% | ||
| Q1 25 | 1.8% | 16.6% | ||
| Q4 24 | 1.6% | 19.4% | ||
| Q3 24 | 1.5% | 11.6% | ||
| Q2 24 | 2.2% | 9.2% |
现金转化率GKOSPLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.19× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 1.83× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.11× |
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
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
