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GLAUKOS Corp（GKOS）与Repay Holdings Corp（RPAY）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Repay Holdings Corp的1.9倍（$150.6M vs $78.6M），GLAUKOS Corp净利率更高（6.2% vs -178.3%，领先184.5%），GLAUKOS Corp同比增速更快（41.2% vs 0.4%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% vs -1.3%）
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。
Repay Holdings Corp是一家聚焦北美市场的支付技术服务商，为零售、医疗、汽车服务、电商等领域的企业提供整合支付处理方案，涵盖银行卡收单、ACH转账、POS系统集成等数字化支付工具，助力客户简化交易流程、提升运营效率。
GKOS vs RPAY — 直观对比
营收规模更大
GKOS
是对方的1.9倍
$78.6M
营收增速更快
GKOS
高出40.8%
0.4%
净利率更高
GKOS
高出184.5%
-178.3%
两年增速更快
GKOS
近两年复合增速
-1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $150.6M | $78.6M |
| 净利润 | $9.4M | $-140.1M |
| 毛利率 | 77.9% | 74.2% |
| 营业利润率 | 9.0% | -182.2% |
| 净利率 | 6.2% | -178.3% |
| 营收同比 | 41.2% | 0.4% |
| 净利润同比 | — | -3304.1% |
| 每股收益（稀释后） | — | $-1.68 |
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GKOSRPAY
| Q1 26 | $150.6M | — | ||
| Q4 25 | $143.1M | $78.6M | ||
| Q3 25 | $133.5M | $77.7M | ||
| Q2 25 | $124.1M | $75.6M | ||
| Q1 25 | $106.7M | $77.3M | ||
| Q4 24 | $105.5M | $78.3M | ||
| Q3 24 | $96.7M | $79.1M | ||
| Q2 24 | $95.7M | $74.9M |
净利润GKOSRPAY
| Q1 26 | $9.4M | — | ||
| Q4 25 | $-133.7M | $-140.1M | ||
| Q3 25 | $-16.2M | $-6.4M | ||
| Q2 25 | $-19.7M | $-102.3M | ||
| Q1 25 | $-18.1M | $-7.9M | ||
| Q4 24 | $-33.6M | $-4.1M | ||
| Q3 24 | $-21.4M | $3.2M | ||
| Q2 24 | $-50.5M | $-4.1M |
毛利率GKOSRPAY
| Q1 26 | 77.9% | — | ||
| Q4 25 | -1.1% | 74.2% | ||
| Q3 25 | 78.4% | 74.4% | ||
| Q2 25 | 78.3% | 75.7% | ||
| Q1 25 | 77.2% | 75.9% | ||
| Q4 24 | 72.9% | 76.3% | ||
| Q3 24 | 76.6% | 77.8% | ||
| Q2 24 | 76.4% | 78.2% |
营业利润率GKOSRPAY
| Q1 26 | 9.0% | — | ||
| Q4 25 | -97.7% | -182.2% | ||
| Q3 25 | -12.3% | -3.9% | ||
| Q2 25 | -18.3% | -138.7% | ||
| Q1 25 | -19.4% | -4.7% | ||
| Q4 24 | -27.2% | -1.5% | ||
| Q3 24 | -25.5% | -0.9% | ||
| Q2 24 | -31.3% | -4.6% |
净利率GKOSRPAY
| Q1 26 | 6.2% | — | ||
| Q4 25 | -93.4% | -178.3% | ||
| Q3 25 | -12.2% | -8.3% | ||
| Q2 25 | -15.8% | -135.2% | ||
| Q1 25 | -17.0% | -10.3% | ||
| Q4 24 | -31.8% | -5.3% | ||
| Q3 24 | -22.1% | 4.1% | ||
| Q2 24 | -52.8% | -5.4% |
每股收益（稀释后）GKOSRPAY
| Q1 26 | — | — | ||
| Q4 25 | $-2.34 | $-1.68 | ||
| Q3 25 | $-0.28 | $-0.08 | ||
| Q2 25 | $-0.34 | $-1.15 | ||
| Q1 25 | $-0.32 | $-0.09 | ||
| Q4 24 | $-0.56 | $-0.04 | ||
| Q3 24 | $-0.39 | $0.03 | ||
| Q2 24 | $-1.00 | $-0.04 |
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 | $115.7M |
| 总债务越低越好 | — | $280.1M |
| 股东权益账面价值 | $670.9M | $484.4M |
| 总资产 | $893.3M | $1.2B |
| 负债/权益比越低杠杆越低 | — | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资GKOSRPAY
| Q1 26 | $276.7M | — | ||
| Q4 25 | $90.8M | $115.7M | ||
| Q3 25 | $98.2M | $95.7M | ||
| Q2 25 | $100.8M | $162.6M | ||
| Q1 25 | $114.3M | $165.5M | ||
| Q4 24 | $169.6M | $189.5M | ||
| Q3 24 | $100.1M | $168.7M | ||
| Q2 24 | $68.1M | $147.1M |
总债务GKOSRPAY
| Q1 26 | — | — | ||
| Q4 25 | — | $280.1M | ||
| Q3 25 | — | $279.5M | ||
| Q2 25 | — | $279.0M | ||
| Q1 25 | — | $497.6M | ||
| Q4 24 | — | $496.8M | ||
| Q3 24 | — | $496.2M | ||
| Q2 24 | — | $435.6M |
股东权益GKOSRPAY
| Q1 26 | $670.9M | — | ||
| Q4 25 | $656.2M | $484.4M | ||
| Q3 25 | $769.5M | $616.9M | ||
| Q2 25 | $765.1M | $633.7M | ||
| Q1 25 | $764.0M | $755.7M | ||
| Q4 24 | $766.9M | $761.3M | ||
| Q3 24 | $668.5M | $754.7M | ||
| Q2 24 | $665.2M | $815.4M |
总资产GKOSRPAY
| Q1 26 | $893.3M | — | ||
| Q4 25 | $893.5M | $1.2B | ||
| Q3 25 | $999.4M | $1.3B | ||
| Q2 25 | $987.0M | $1.4B | ||
| Q1 25 | $966.2M | $1.5B | ||
| Q4 24 | $974.8M | $1.6B | ||
| Q3 24 | $926.5M | $1.6B | ||
| Q2 24 | $919.7M | $1.5B |
负债/权益比GKOSRPAY
| Q1 26 | — | — | ||
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.53× |
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 | — | $23.3M |
| 自由现金流经营现金流 - 资本支出 | — | $23.2M |
| 自由现金流率自由现金流/营收 | — | 29.6% |
| 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 | — | $90.7M |
8季度趋势，按日历期对齐
经营现金流GKOSRPAY
| Q1 26 | — | — | ||
| Q4 25 | $6.8M | $23.3M | ||
| Q3 25 | $-10.1M | $32.2M | ||
| Q2 25 | $7.0M | $33.1M | ||
| Q1 25 | $-18.5M | $2.5M | ||
| Q4 24 | $507.0K | $34.3M | ||
| Q3 24 | $-9.6M | $60.1M | ||
| Q2 24 | $-18.4M | $31.0M |
自由现金流GKOSRPAY
| Q1 26 | — | — | ||
| Q4 25 | $3.9M | $23.2M | ||
| Q3 25 | $-11.7M | $32.1M | ||
| Q2 25 | $5.8M | $33.0M | ||
| Q1 25 | $-20.5M | $2.4M | ||
| Q4 24 | $-1.2M | $34.0M | ||
| Q3 24 | $-11.0M | $59.8M | ||
| Q2 24 | $-20.5M | $30.5M |
自由现金流率GKOSRPAY
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 29.6% | ||
| Q3 25 | -8.8% | 41.3% | ||
| Q2 25 | 4.7% | 43.6% | ||
| Q1 25 | -19.2% | 3.0% | ||
| Q4 24 | -1.2% | 43.5% | ||
| Q3 24 | -11.4% | 75.6% | ||
| Q2 24 | -21.4% | 40.7% |
资本支出强度GKOSRPAY
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 0.1% | ||
| Q3 25 | 1.2% | 0.2% | ||
| Q2 25 | 0.9% | 0.1% | ||
| Q1 25 | 1.8% | 0.2% | ||
| Q4 24 | 1.6% | 0.3% | ||
| Q3 24 | 1.5% | 0.3% | ||
| Q2 24 | 2.2% | 0.6% |
现金转化率GKOSRPAY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 18.52× | ||
| Q2 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
暂无分部数据
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
