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GLAUKOS Corp（GKOS）与泰利福（TFX）财务数据对比。点击上方公司名可切换其他公司
泰利福净利率更高（177.8% vs -93.4%，领先271.1%）。GLAUKOS Corp同比增速更快（35.7% vs -150.5%）。GLAUKOS Corp自由现金流更多（$3.9M vs $-92.9M）。过去两年泰利福的营收复合增速更高（NaN% vs NaN%）
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。
泰利福（Teleflex）总部位于美国宾夕法尼亚州韦恩，是专业医疗设备供应商，产品广泛应用于重症监护、外科手术等各类诊疗场景。公司年营收达24亿美元，在全球40个国家开展业务，员工总数超15000人。经过数年的收并购与业务剥离，公司于2011年完成业务调整，全面聚焦医疗设备制造领域。
GKOS vs TFX — 直观对比
营收规模更大
GKOS
是对方的-0.4倍
$-401.9M
营收增速更快
GKOS
高出186.2%
-150.5%
净利率更高
TFX
高出271.1%
-93.4%
自由现金流更多
GKOS
多$96.9M
$-92.9M
两年增速更快
TFX
近两年复合增速
29.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $143.1M | $-401.9M |
| 净利润 | $-133.7M | $-714.3M |
| 毛利率 | -1.1% | — |
| 营业利润率 | -97.7% | — |
| 净利率 | -93.4% | 177.8% |
| 营收同比 | 35.7% | -150.5% |
| 净利润同比 | -298.0% | -422.7% |
| 每股收益（稀释后） | $-2.34 | $-15.85 |
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GKOSTFX
| Q4 25 | $143.1M | $-401.9M | ||
| Q3 25 | $133.5M | $913.0M | ||
| Q2 25 | $124.1M | $780.9M | ||
| Q1 25 | $106.7M | $700.7M | ||
| Q4 24 | $105.5M | $795.4M | ||
| Q3 24 | $96.7M | $764.4M | ||
| Q2 24 | $95.7M | $749.7M | ||
| Q1 24 | $85.6M | $737.8M |
净利润GKOSTFX
| Q4 25 | $-133.7M | $-714.3M | ||
| Q3 25 | $-16.2M | $-408.9M | ||
| Q2 25 | $-19.7M | $122.6M | ||
| Q1 25 | $-18.1M | $95.0M | ||
| Q4 24 | $-33.6M | $-136.7M | ||
| Q3 24 | $-21.4M | $111.0M | ||
| Q2 24 | $-50.5M | $80.0M | ||
| Q1 24 | $-40.8M | $15.3M |
毛利率GKOSTFX
| Q4 25 | -1.1% | — | ||
| Q3 25 | 78.4% | 49.5% | ||
| Q2 25 | 78.3% | 55.2% | ||
| Q1 25 | 77.2% | 55.6% | ||
| Q4 24 | 72.9% | 55.3% | ||
| Q3 24 | 76.6% | 56.3% | ||
| Q2 24 | 76.4% | 55.6% | ||
| Q1 24 | 76.3% | 56.4% |
营业利润率GKOSTFX
| Q4 25 | -97.7% | — | ||
| Q3 25 | -12.3% | -44.8% | ||
| Q2 25 | -18.3% | 19.9% | ||
| Q1 25 | -19.4% | 17.9% | ||
| Q4 24 | -27.2% | -13.9% | ||
| Q3 24 | -25.5% | 19.5% | ||
| Q2 24 | -31.3% | 15.6% | ||
| Q1 24 | -45.6% | -0.6% |
净利率GKOSTFX
| Q4 25 | -93.4% | 177.8% | ||
| Q3 25 | -12.2% | -44.8% | ||
| Q2 25 | -15.8% | 15.7% | ||
| Q1 25 | -17.0% | 13.6% | ||
| Q4 24 | -31.8% | -17.2% | ||
| Q3 24 | -22.1% | 14.5% | ||
| Q2 24 | -52.8% | 10.7% | ||
| Q1 24 | -47.7% | 2.1% |
每股收益（稀释后）GKOSTFX
| Q4 25 | $-2.34 | $-15.85 | ||
| Q3 25 | $-0.28 | $-9.24 | ||
| Q2 25 | $-0.34 | $2.77 | ||
| Q1 25 | $-0.32 | $2.07 | ||
| Q4 24 | $-0.56 | $-2.89 | ||
| Q3 24 | $-0.39 | $2.36 | ||
| Q2 24 | $-1.00 | $1.69 | ||
| Q1 24 | $-0.82 | $0.32 |
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 | $90.8M | $378.6M |
| 总债务越低越好 | — | $2.6B |
| 股东权益账面价值 | $656.2M | $3.1B |
| 总资产 | $893.5M | $6.9B |
| 负债/权益比越低杠杆越低 | — | 0.85× |
8季度趋势，按日历期对齐
现金及短期投资GKOSTFX
| Q4 25 | $90.8M | $378.6M | ||
| Q3 25 | $98.2M | $354.0M | ||
| Q2 25 | $100.8M | $253.7M | ||
| Q1 25 | $114.3M | $284.1M | ||
| Q4 24 | $169.6M | $290.2M | ||
| Q3 24 | $100.1M | $243.2M | ||
| Q2 24 | $68.1M | $238.6M | ||
| Q1 24 | $42.5M | $237.4M |
总债务GKOSTFX
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益GKOSTFX
| Q4 25 | $656.2M | $3.1B | ||
| Q3 25 | $769.5M | $3.8B | ||
| Q2 25 | $765.1M | $4.2B | ||
| Q1 25 | $764.0M | $4.1B | ||
| Q4 24 | $766.9M | $4.3B | ||
| Q3 24 | $668.5M | $4.5B | ||
| Q2 24 | $665.2M | $4.6B | ||
| Q1 24 | $450.7M | $4.5B |
总资产GKOSTFX
| Q4 25 | $893.5M | $6.9B | ||
| Q3 25 | $999.4M | $7.9B | ||
| Q2 25 | $987.0M | $7.4B | ||
| Q1 25 | $966.2M | $7.2B | ||
| Q4 24 | $974.8M | $7.1B | ||
| Q3 24 | $926.5M | $7.5B | ||
| Q2 24 | $919.7M | $7.4B | ||
| Q1 24 | $933.3M | $7.5B |
负债/权益比GKOSTFX
| Q4 25 | — | 0.85× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.45× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $6.8M | $-92.3M |
| 自由现金流经营现金流 - 资本支出 | $3.9M | $-92.9M |
| 自由现金流率自由现金流/营收 | 2.7% | 23.1% |
| 资本支出强度资本支出/营收 | 2.0% | -0.2% |
| 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 | $-22.5M | $1.4M |
8季度趋势，按日历期对齐
经营现金流GKOSTFX
| Q4 25 | $6.8M | $-92.3M | ||
| Q3 25 | $-10.1M | $107.8M | ||
| Q2 25 | $7.0M | $7.8M | ||
| Q1 25 | $-18.5M | $73.3M | ||
| Q4 24 | $507.0K | $202.6M | ||
| Q3 24 | $-9.6M | $231.1M | ||
| Q2 24 | $-18.4M | $91.7M | ||
| Q1 24 | $-33.9M | $112.8M |
自由现金流GKOSTFX
| Q4 25 | $3.9M | $-92.9M | ||
| Q3 25 | $-11.7M | $77.8M | ||
| Q2 25 | $5.8M | $-26.8M | ||
| Q1 25 | $-20.5M | $43.3M | ||
| Q4 24 | $-1.2M | $170.6M | ||
| Q3 24 | $-11.0M | $209.9M | ||
| Q2 24 | $-20.5M | $56.9M | ||
| Q1 24 | $-34.8M | $74.4M |
自由现金流率GKOSTFX
| Q4 25 | 2.7% | 23.1% | ||
| Q3 25 | -8.8% | 8.5% | ||
| Q2 25 | 4.7% | -3.4% | ||
| Q1 25 | -19.2% | 6.2% | ||
| Q4 24 | -1.2% | 21.4% | ||
| Q3 24 | -11.4% | 27.5% | ||
| Q2 24 | -21.4% | 7.6% | ||
| Q1 24 | -40.7% | 10.1% |
资本支出强度GKOSTFX
| Q4 25 | 2.0% | -0.2% | ||
| Q3 25 | 1.2% | 3.3% | ||
| Q2 25 | 0.9% | 4.4% | ||
| Q1 25 | 1.8% | 4.3% | ||
| Q4 24 | 1.6% | 4.0% | ||
| Q3 24 | 1.5% | 2.8% | ||
| Q2 24 | 2.2% | 4.6% | ||
| Q1 24 | 1.1% | 5.2% |
现金转化率GKOSTFX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | — | 0.77× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.08× | ||
| Q2 24 | — | 1.15× | ||
| Q1 24 | — | 7.38× |
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
| Glaucoma | $86.4M | 60% |
| Other | $35.1M | 25% |
| Corneal Health | $21.6M | 15% |
TFX
暂无分部数据
