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GLAUKOS Corp（GKOS）与Palomar Holdings, Inc.（PLMR）财务数据对比。点击上方公司名可切换其他公司
Palomar Holdings, Inc.的季度营收约是GLAUKOS Corp的1.7倍（$253.4M vs $150.6M），Palomar Holdings, Inc.同比增速更快（62.7% vs 41.2%），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% 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。
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
GKOS vs PLMR — 直观对比
营收规模更大
PLMR
是对方的1.7倍
$150.6M
营收增速更快
PLMR
高出21.5%
41.2%
两年增速更快
PLMR
近两年复合增速
25.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $150.6M | $253.4M |
| 净利润 | $9.4M | — |
| 毛利率 | 77.9% | — |
| 营业利润率 | 9.0% | 28.7% |
| 净利率 | 6.2% | — |
| 营收同比 | 41.2% | 62.7% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | $2.05 |
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GKOSPLMR
| Q1 26 | $150.6M | — | ||
| Q4 25 | $143.1M | $253.4M | ||
| Q3 25 | $133.5M | $244.7M | ||
| Q2 25 | $124.1M | $203.3M | ||
| Q1 25 | $106.7M | $174.6M | ||
| Q4 24 | $105.5M | $155.8M | ||
| Q3 24 | $96.7M | $148.5M | ||
| Q2 24 | $95.7M | $131.1M |
净利润GKOSPLMR
| Q1 26 | $9.4M | — | ||
| Q4 25 | $-133.7M | — | ||
| Q3 25 | $-16.2M | $51.5M | ||
| Q2 25 | $-19.7M | $46.5M | ||
| Q1 25 | $-18.1M | $42.9M | ||
| Q4 24 | $-33.6M | — | ||
| Q3 24 | $-21.4M | $30.5M | ||
| Q2 24 | $-50.5M | $25.7M |
毛利率GKOSPLMR
| 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GKOSPLMR
| Q1 26 | 9.0% | — | ||
| Q4 25 | -97.7% | 28.7% | ||
| Q3 25 | -12.3% | 27.4% | ||
| Q2 25 | -18.3% | 29.5% | ||
| Q1 25 | -19.4% | 30.8% | ||
| Q4 24 | -27.2% | 28.9% | ||
| Q3 24 | -25.5% | 25.9% | ||
| Q2 24 | -31.3% | 25.5% |
净利率GKOSPLMR
| Q1 26 | 6.2% | — | ||
| Q4 25 | -93.4% | — | ||
| Q3 25 | -12.2% | 21.0% | ||
| Q2 25 | -15.8% | 22.9% | ||
| Q1 25 | -17.0% | 24.6% | ||
| Q4 24 | -31.8% | — | ||
| Q3 24 | -22.1% | 20.5% | ||
| Q2 24 | -52.8% | 19.6% |
每股收益（稀释后）GKOSPLMR
| Q1 26 | — | — | ||
| Q4 25 | $-2.34 | $2.05 | ||
| Q3 25 | $-0.28 | $1.87 | ||
| Q2 25 | $-0.34 | $1.68 | ||
| Q1 25 | $-0.32 | $1.57 | ||
| Q4 24 | $-0.56 | $1.29 | ||
| Q3 24 | $-0.39 | $1.15 | ||
| Q2 24 | $-1.00 | $1.00 |
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 | $106.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $670.9M | $942.7M |
| 总资产 | $893.3M | $3.1B |
| 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GKOSPLMR
| Q1 26 | $276.7M | — | ||
| Q4 25 | $90.8M | $106.9M | ||
| Q3 25 | $98.2M | $111.7M | ||
| Q2 25 | $100.8M | $81.3M | ||
| Q1 25 | $114.3M | $119.3M | ||
| Q4 24 | $169.6M | $80.4M | ||
| Q3 24 | $100.1M | $86.5M | ||
| Q2 24 | $68.1M | $47.8M |
股东权益GKOSPLMR
| Q1 26 | $670.9M | — | ||
| Q4 25 | $656.2M | $942.7M | ||
| Q3 25 | $769.5M | $878.1M | ||
| Q2 25 | $765.1M | $847.2M | ||
| Q1 25 | $764.0M | $790.4M | ||
| Q4 24 | $766.9M | $729.0M | ||
| Q3 24 | $668.5M | $703.3M | ||
| Q2 24 | $665.2M | $532.6M |
总资产GKOSPLMR
| Q1 26 | $893.3M | — | ||
| Q4 25 | $893.5M | $3.1B | ||
| Q3 25 | $999.4M | $2.9B | ||
| Q2 25 | $987.0M | $2.8B | ||
| Q1 25 | $966.2M | $2.4B | ||
| Q4 24 | $974.8M | $2.3B | ||
| Q3 24 | $926.5M | $2.3B | ||
| Q2 24 | $919.7M | $2.0B |
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 | — | $409.1M |
| 自由现金流经营现金流 - 资本支出 | — | $409.0M |
| 自由现金流率自由现金流/营收 | — | 161.4% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 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 | — | $700.6M |
8季度趋势，按日历期对齐
经营现金流GKOSPLMR
| Q1 26 | — | — | ||
| Q4 25 | $6.8M | $409.1M | ||
| Q3 25 | $-10.1M | $83.6M | ||
| Q2 25 | $7.0M | $120.9M | ||
| Q1 25 | $-18.5M | $87.2M | ||
| Q4 24 | $507.0K | $261.2M | ||
| Q3 24 | $-9.6M | $100.3M | ||
| Q2 24 | $-18.4M | $55.1M |
自由现金流GKOSPLMR
| Q1 26 | — | — | ||
| Q4 25 | $3.9M | $409.0M | ||
| Q3 25 | $-11.7M | $83.6M | ||
| Q2 25 | $5.8M | $120.8M | ||
| Q1 25 | $-20.5M | $87.1M | ||
| Q4 24 | $-1.2M | $260.9M | ||
| Q3 24 | $-11.0M | $100.1M | ||
| Q2 24 | $-20.5M | — |
自由现金流率GKOSPLMR
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 161.4% | ||
| Q3 25 | -8.8% | 34.2% | ||
| Q2 25 | 4.7% | 59.4% | ||
| Q1 25 | -19.2% | 49.9% | ||
| Q4 24 | -1.2% | 167.5% | ||
| Q3 24 | -11.4% | 67.4% | ||
| Q2 24 | -21.4% | — |
资本支出强度GKOSPLMR
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 0.1% | ||
| Q3 25 | 1.2% | 0.0% | ||
| Q2 25 | 0.9% | 0.0% | ||
| Q1 25 | 1.8% | 0.0% | ||
| Q4 24 | 1.6% | 0.2% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 2.2% | 0.0% |
现金转化率GKOSPLMR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.63× | ||
| Q2 25 | — | 2.60× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.29× | ||
| Q2 24 | — | 2.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
