vs
GLAUKOS Corp（GKOS）与PLUG POWER INC（PLUG）财务数据对比。点击上方公司名可切换其他公司
PLUG POWER INC的季度营收约是GLAUKOS Corp的1.5倍（$225.2M vs $150.6M），GLAUKOS Corp净利率更高（6.2% vs -375.6%，领先381.8%），GLAUKOS Corp同比增速更快（41.2% vs 17.6%），过去两年PLUG POWER INC的营收复合增速更高（36.8% 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。
普拉格能源是一家美国企业，专注于氢燃料电池和电解槽系统的研发，其产品可替代电动设备及车辆所使用的传统电池。公司总部位于纽约州斯林格兰兹，在华盛顿州斯波坎、纽约州罗切斯特均设有生产运营基地。
GKOS vs PLUG — 直观对比
营收规模更大
PLUG
是对方的1.5倍
$150.6M
营收增速更快
GKOS
高出23.5%
17.6%
净利率更高
GKOS
高出381.8%
-375.6%
两年增速更快
PLUG
近两年复合增速
25.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $150.6M | $225.2M |
| 净利润 | $9.4M | $-846.0M |
| 毛利率 | 77.9% | 2.4% |
| 营业利润率 | 9.0% | -338.9% |
| 净利率 | 6.2% | -375.6% |
| 营收同比 | 41.2% | 17.6% |
| 净利润同比 | — | 36.7% |
| 每股收益（稀释后） | — | $-0.70 |
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GKOSPLUG
| Q1 26 | $150.6M | — | ||
| Q4 25 | $143.1M | $225.2M | ||
| Q3 25 | $133.5M | $177.1M | ||
| Q2 25 | $124.1M | $174.0M | ||
| Q1 25 | $106.7M | $133.7M | ||
| Q4 24 | $105.5M | $191.5M | ||
| Q3 24 | $96.7M | $173.7M | ||
| Q2 24 | $95.7M | $143.3M |
净利润GKOSPLUG
| Q1 26 | $9.4M | — | ||
| Q4 25 | $-133.7M | $-846.0M | ||
| Q3 25 | $-16.2M | $-361.9M | ||
| Q2 25 | $-19.7M | $-227.1M | ||
| Q1 25 | $-18.1M | $-196.7M | ||
| Q4 24 | $-33.6M | $-1.3B | ||
| Q3 24 | $-21.4M | $-211.2M | ||
| Q2 24 | $-50.5M | $-262.3M |
毛利率GKOSPLUG
| Q1 26 | 77.9% | — | ||
| Q4 25 | -1.1% | 2.4% | ||
| Q3 25 | 78.4% | -67.9% | ||
| Q2 25 | 78.3% | -30.7% | ||
| Q1 25 | 77.2% | -55.3% | ||
| Q4 24 | 72.9% | -122.5% | ||
| Q3 24 | 76.6% | -57.6% | ||
| Q2 24 | 76.4% | -91.6% |
营业利润率GKOSPLUG
| Q1 26 | 9.0% | — | ||
| Q4 25 | -97.7% | -338.9% | ||
| Q3 25 | -12.3% | -197.0% | ||
| Q2 25 | -18.3% | -101.7% | ||
| Q1 25 | -19.4% | -133.5% | ||
| Q4 24 | -27.2% | -678.7% | ||
| Q3 24 | -25.5% | -124.4% | ||
| Q2 24 | -31.3% | -170.7% |
净利率GKOSPLUG
| Q1 26 | 6.2% | — | ||
| Q4 25 | -93.4% | -375.6% | ||
| Q3 25 | -12.2% | -204.4% | ||
| Q2 25 | -15.8% | -130.5% | ||
| Q1 25 | -17.0% | -147.1% | ||
| Q4 24 | -31.8% | -697.5% | ||
| Q3 24 | -22.1% | -121.5% | ||
| Q2 24 | -52.8% | -183.0% |
每股收益（稀释后）GKOSPLUG
| Q1 26 | — | — | ||
| Q4 25 | $-2.34 | $-0.70 | ||
| Q3 25 | $-0.28 | $-0.31 | ||
| Q2 25 | $-0.34 | $-0.20 | ||
| Q1 25 | $-0.32 | $-0.21 | ||
| Q4 24 | $-0.56 | $-1.61 | ||
| Q3 24 | $-0.39 | $-0.25 | ||
| Q2 24 | $-1.00 | $-0.36 |
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 | $368.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $670.9M | $978.1M |
| 总资产 | $893.3M | $2.6B |
| 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GKOSPLUG
| Q1 26 | $276.7M | — | ||
| Q4 25 | $90.8M | $368.5M | ||
| Q3 25 | $98.2M | $165.9M | ||
| Q2 25 | $100.8M | $140.7M | ||
| Q1 25 | $114.3M | $295.8M | ||
| Q4 24 | $169.6M | $205.7M | ||
| Q3 24 | $100.1M | $93.9M | ||
| Q2 24 | $68.1M | $62.4M |
总债务GKOSPLUG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $3.9M | ||
| Q2 24 | — | $3.7M |
股东权益GKOSPLUG
| Q1 26 | $670.9M | — | ||
| Q4 25 | $656.2M | $978.1M | ||
| Q3 25 | $769.5M | $1.4B | ||
| Q2 25 | $765.1M | $1.7B | ||
| Q1 25 | $764.0M | $1.9B | ||
| Q4 24 | $766.9M | $1.7B | ||
| Q3 24 | $668.5M | $3.0B | ||
| Q2 24 | $665.2M | $3.0B |
总资产GKOSPLUG
| Q1 26 | $893.3M | — | ||
| Q4 25 | $893.5M | $2.6B | ||
| Q3 25 | $999.4M | $3.1B | ||
| Q2 25 | $987.0M | $3.4B | ||
| Q1 25 | $966.2M | $3.6B | ||
| Q4 24 | $974.8M | $3.6B | ||
| Q3 24 | $926.5M | $4.7B | ||
| Q2 24 | $919.7M | $4.8B |
负债/权益比GKOSPLUG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | — | $-148.6M |
| 自由现金流经营现金流 - 资本支出 | — | $-153.0M |
| 自由现金流率自由现金流/营收 | — | -67.9% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 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 | — | $-647.0M |
8季度趋势，按日历期对齐
经营现金流GKOSPLUG
| Q1 26 | — | — | ||
| Q4 25 | $6.8M | $-148.6M | ||
| Q3 25 | $-10.1M | $-89.8M | ||
| Q2 25 | $7.0M | $-191.8M | ||
| Q1 25 | $-18.5M | $-105.6M | ||
| Q4 24 | $507.0K | $-131.2M | ||
| Q3 24 | $-9.6M | $-174.9M | ||
| Q2 24 | $-18.4M | $-254.7M |
自由现金流GKOSPLUG
| Q1 26 | — | — | ||
| Q4 25 | $3.9M | $-153.0M | ||
| Q3 25 | $-11.7M | $-117.5M | ||
| Q2 25 | $5.8M | $-230.4M | ||
| Q1 25 | $-20.5M | $-146.0M | ||
| Q4 24 | $-1.2M | $-165.2M | ||
| Q3 24 | $-11.0M | $-234.2M | ||
| Q2 24 | $-20.5M | $-356.0M |
自由现金流率GKOSPLUG
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | -67.9% | ||
| Q3 25 | -8.8% | -66.4% | ||
| Q2 25 | 4.7% | -132.5% | ||
| Q1 25 | -19.2% | -109.2% | ||
| Q4 24 | -1.2% | -86.3% | ||
| Q3 24 | -11.4% | -134.8% | ||
| Q2 24 | -21.4% | -248.4% |
资本支出强度GKOSPLUG
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 1.9% | ||
| Q3 25 | 1.2% | 15.6% | ||
| Q2 25 | 0.9% | 22.2% | ||
| Q1 25 | 1.8% | 30.3% | ||
| Q4 24 | 1.6% | 17.7% | ||
| Q3 24 | 1.5% | 34.1% | ||
| Q2 24 | 2.2% | 70.7% |
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
PLUG
| Sales Of Equipment And Related Infrastructure | $111.6M | 50% |
| Services Performed On Fuel Cell Systems And Related Infrastructure | $41.5M | 18% |
| Power Purchase Agreements | $36.1M | 16% |
| Sale Of Cryogenic Equipment | $20.0M | 9% |
| Sales Of Fuel Cell Systems | $11.2M | 5% |
| Other | $4.8M | 2% |
