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GLAUKOS Corp(GKOS)与ROGERS CORP(ROG)财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是GLAUKOS Corp的1.3倍($200.5M vs $150.6M),GLAUKOS Corp净利率更高(6.2% vs 2.2%,领先4.0%),GLAUKOS Corp同比增速更快(41.2% vs 5.2%),过去两年GLAUKOS Corp的营收复合增速更高(25.4% vs -3.3%)
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业,总部位于美国亚利桑那州钱德勒市,其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域,为全球客户提供高性能材料解决方案。
GKOS vs ROG — 直观对比
营收规模更大
ROG
是对方的1.3倍
$150.6M
营收增速更快
GKOS
高出35.9%
5.2%
净利率更高
GKOS
高出4.0%
2.2%
两年增速更快
GKOS
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $150.6M | $200.5M |
| 净利润 | $9.4M | $4.5M |
| 毛利率 | 77.9% | 32.2% |
| 营业利润率 | 9.0% | — |
| 净利率 | 6.2% | 2.2% |
| 营收同比 | 41.2% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益(稀释后) | — | $0.25 |
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
GKOS
ROG
| Q1 26 | $150.6M | $200.5M | ||
| Q4 25 | $143.1M | $201.5M | ||
| Q3 25 | $133.5M | $216.0M | ||
| Q2 25 | $124.1M | $202.8M | ||
| Q1 25 | $106.7M | $190.5M | ||
| Q4 24 | $105.5M | $192.2M | ||
| Q3 24 | $96.7M | $210.3M | ||
| Q2 24 | $95.7M | $214.2M |
净利润
GKOS
ROG
| Q1 26 | $9.4M | $4.5M | ||
| Q4 25 | $-133.7M | $4.6M | ||
| Q3 25 | $-16.2M | $8.6M | ||
| Q2 25 | $-19.7M | $-73.6M | ||
| Q1 25 | $-18.1M | $-1.4M | ||
| Q4 24 | $-33.6M | $-500.0K | ||
| Q3 24 | $-21.4M | $10.7M | ||
| Q2 24 | $-50.5M | $8.1M |
毛利率
GKOS
ROG
| Q1 26 | 77.9% | 32.2% | ||
| Q4 25 | -1.1% | 31.5% | ||
| Q3 25 | 78.4% | 33.5% | ||
| Q2 25 | 78.3% | 31.6% | ||
| Q1 25 | 77.2% | 29.9% | ||
| Q4 24 | 72.9% | 32.1% | ||
| Q3 24 | 76.6% | 35.2% | ||
| Q2 24 | 76.4% | 34.1% |
营业利润率
GKOS
ROG
| Q1 26 | 9.0% | — | ||
| Q4 25 | -97.7% | 3.5% | ||
| Q3 25 | -12.3% | 7.3% | ||
| Q2 25 | -18.3% | -33.3% | ||
| Q1 25 | -19.4% | -0.2% | ||
| Q4 24 | -27.2% | -6.6% | ||
| Q3 24 | -25.5% | 6.9% | ||
| Q2 24 | -31.3% | 5.3% |
净利率
GKOS
ROG
| Q1 26 | 6.2% | 2.2% | ||
| Q4 25 | -93.4% | 2.3% | ||
| Q3 25 | -12.2% | 4.0% | ||
| Q2 25 | -15.8% | -36.3% | ||
| Q1 25 | -17.0% | -0.7% | ||
| Q4 24 | -31.8% | -0.3% | ||
| Q3 24 | -22.1% | 5.1% | ||
| Q2 24 | -52.8% | 3.8% |
每股收益(稀释后)
GKOS
ROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-2.34 | $0.20 | ||
| Q3 25 | $-0.28 | $0.48 | ||
| Q2 25 | $-0.34 | $-4.00 | ||
| Q1 25 | $-0.32 | $-0.08 | ||
| Q4 24 | $-0.56 | $-0.04 | ||
| Q3 24 | $-0.39 | $0.58 | ||
| Q2 24 | $-1.00 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $670.9M | $1.2B |
| 总资产 | $893.3M | $1.4B |
| 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
GKOS
ROG
| Q1 26 | $276.7M | $195.8M | ||
| Q4 25 | $90.8M | $197.0M | ||
| Q3 25 | $98.2M | $167.8M | ||
| Q2 25 | $100.8M | $157.2M | ||
| Q1 25 | $114.3M | $175.6M | ||
| Q4 24 | $169.6M | $159.8M | ||
| Q3 24 | $100.1M | $146.4M | ||
| Q2 24 | $68.1M | $119.9M |
股东权益
GKOS
ROG
| Q1 26 | $670.9M | $1.2B | ||
| Q4 25 | $656.2M | $1.2B | ||
| Q3 25 | $769.5M | $1.2B | ||
| Q2 25 | $765.1M | $1.2B | ||
| Q1 25 | $764.0M | $1.3B | ||
| Q4 24 | $766.9M | $1.3B | ||
| Q3 24 | $668.5M | $1.3B | ||
| Q2 24 | $665.2M | $1.3B |
总资产
GKOS
ROG
| Q1 26 | $893.3M | $1.4B | ||
| Q4 25 | $893.5M | $1.4B | ||
| Q3 25 | $999.4M | $1.4B | ||
| Q2 25 | $987.0M | $1.5B | ||
| Q1 25 | $966.2M | $1.5B | ||
| Q4 24 | $974.8M | $1.5B | ||
| Q3 24 | $926.5M | $1.5B | ||
| Q2 24 | $919.7M | $1.5B |
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 | — | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势,按日历期对齐
经营现金流
GKOS
ROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $6.8M | $46.9M | ||
| Q3 25 | $-10.1M | $28.9M | ||
| Q2 25 | $7.0M | $13.7M | ||
| Q1 25 | $-18.5M | $11.7M | ||
| Q4 24 | $507.0K | $33.7M | ||
| Q3 24 | $-9.6M | $42.4M | ||
| Q2 24 | $-18.4M | $22.9M |
自由现金流
GKOS
ROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $3.9M | $42.2M | ||
| Q3 25 | $-11.7M | $21.2M | ||
| Q2 25 | $5.8M | $5.6M | ||
| Q1 25 | $-20.5M | $2.1M | ||
| Q4 24 | $-1.2M | $18.3M | ||
| Q3 24 | $-11.0M | $25.2M | ||
| Q2 24 | $-20.5M | $8.8M |
自由现金流率
GKOS
ROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 2.7% | 20.9% | ||
| Q3 25 | -8.8% | 9.8% | ||
| Q2 25 | 4.7% | 2.8% | ||
| Q1 25 | -19.2% | 1.1% | ||
| Q4 24 | -1.2% | 9.5% | ||
| Q3 24 | -11.4% | 12.0% | ||
| Q2 24 | -21.4% | 4.1% |
资本支出强度
GKOS
ROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.0% | 2.3% | ||
| Q3 25 | 1.2% | 3.6% | ||
| Q2 25 | 0.9% | 4.0% | ||
| Q1 25 | 1.8% | 5.0% | ||
| Q4 24 | 1.6% | 8.0% | ||
| Q3 24 | 1.5% | 8.2% | ||
| Q2 24 | 2.2% | 6.6% |
现金转化率
GKOS
ROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图