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GLAUKOS Corp(GKOS)与Thryv Holdings, Inc.(THRY)财务数据对比。点击上方公司名可切换其他公司
Thryv Holdings, Inc.的季度营收约是GLAUKOS Corp的1.1倍($167.7M vs $150.6M),GLAUKOS Corp净利率更高(6.2% vs 2.7%,领先3.5%),GLAUKOS Corp同比增速更快(41.2% vs -7.5%),过去两年GLAUKOS Corp的营收复合增速更高(25.4% vs -13.5%)
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。
Thryv Holdings, Inc.是一家上市软件服务(SaaS)企业,面向中小企业提供客户关系管理与网络声誉管理软件解决方案。公司总部位于得克萨斯州达拉斯,业务覆盖美国48个州,现有员工超过2400名,其前身是多家黄页企业组成的集团。
GKOS vs THRY — 直观对比
营收规模更大
THRY
是对方的1.1倍
$150.6M
营收增速更快
GKOS
高出48.7%
-7.5%
净利率更高
GKOS
高出3.5%
2.7%
两年增速更快
GKOS
近两年复合增速
-13.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $150.6M | $167.7M |
| 净利润 | $9.4M | $4.5M |
| 毛利率 | 77.9% | 65.2% |
| 营业利润率 | 9.0% | 37.3% |
| 净利率 | 6.2% | 2.7% |
| 营收同比 | 41.2% | -7.5% |
| 净利润同比 | — | 147.2% |
| 每股收益(稀释后) | — | $0.10 |
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
THRY
| Q1 26 | $150.6M | $167.7M | ||
| Q4 25 | $143.1M | $191.6M | ||
| Q3 25 | $133.5M | $201.6M | ||
| Q2 25 | $124.1M | $210.5M | ||
| Q1 25 | $106.7M | $181.4M | ||
| Q4 24 | $105.5M | $186.6M | ||
| Q3 24 | $96.7M | $179.9M | ||
| Q2 24 | $95.7M | $224.1M |
净利润
GKOS
THRY
| Q1 26 | $9.4M | $4.5M | ||
| Q4 25 | $-133.7M | $-9.7M | ||
| Q3 25 | $-16.2M | $5.7M | ||
| Q2 25 | $-19.7M | $13.9M | ||
| Q1 25 | $-18.1M | $-9.6M | ||
| Q4 24 | $-33.6M | $7.9M | ||
| Q3 24 | $-21.4M | $-96.1M | ||
| Q2 24 | $-50.5M | $5.5M |
毛利率
GKOS
THRY
| Q1 26 | 77.9% | 65.2% | ||
| Q4 25 | -1.1% | 68.0% | ||
| Q3 25 | 78.4% | 67.7% | ||
| Q2 25 | 78.3% | 69.7% | ||
| Q1 25 | 77.2% | 65.8% | ||
| Q4 24 | 72.9% | 65.9% | ||
| Q3 24 | 76.6% | 62.3% | ||
| Q2 24 | 76.4% | 66.3% |
营业利润率
GKOS
THRY
| Q1 26 | 9.0% | 37.3% | ||
| Q4 25 | -97.7% | 5.3% | ||
| Q3 25 | -12.3% | 9.9% | ||
| Q2 25 | -18.3% | 14.0% | ||
| Q1 25 | -19.4% | -1.7% | ||
| Q4 24 | -27.2% | -3.9% | ||
| Q3 24 | -25.5% | -49.2% | ||
| Q2 24 | -31.3% | 14.0% |
净利率
GKOS
THRY
| Q1 26 | 6.2% | 2.7% | ||
| Q4 25 | -93.4% | -5.0% | ||
| Q3 25 | -12.2% | 2.8% | ||
| Q2 25 | -15.8% | 6.6% | ||
| Q1 25 | -17.0% | -5.3% | ||
| Q4 24 | -31.8% | 4.2% | ||
| Q3 24 | -22.1% | -53.4% | ||
| Q2 24 | -52.8% | 2.5% |
每股收益(稀释后)
GKOS
THRY
| Q1 26 | — | $0.10 | ||
| Q4 25 | $-2.34 | $-0.21 | ||
| Q3 25 | $-0.28 | $0.13 | ||
| Q2 25 | $-0.34 | $0.31 | ||
| Q1 25 | $-0.32 | $-0.22 | ||
| Q4 24 | $-0.56 | $0.28 | ||
| Q3 24 | $-0.39 | $-2.65 | ||
| Q2 24 | $-1.00 | $0.15 |
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 | $8.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $670.9M | $225.4M |
| 总资产 | $893.3M | $693.7M |
| 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
THRY
| Q1 26 | $276.7M | $8.0M | ||
| Q4 25 | $90.8M | $10.8M | ||
| Q3 25 | $98.2M | $11.6M | ||
| Q2 25 | $100.8M | $10.8M | ||
| Q1 25 | $114.3M | $11.0M | ||
| Q4 24 | $169.6M | $16.3M | ||
| Q3 24 | $100.1M | $12.5M | ||
| Q2 24 | $68.1M | $15.5M |
总债务
GKOS
THRY
| Q1 26 | — | — | ||
| Q4 25 | — | $253.5M | ||
| Q3 25 | — | $268.2M | ||
| Q2 25 | — | $275.6M | ||
| Q1 25 | — | $299.0M | ||
| Q4 24 | — | $284.3M | ||
| Q3 24 | — | $307.8M | ||
| Q2 24 | — | $342.1M |
股东权益
GKOS
THRY
| Q1 26 | $670.9M | $225.4M | ||
| Q4 25 | $656.2M | $218.1M | ||
| Q3 25 | $769.5M | $221.1M | ||
| Q2 25 | $765.1M | $214.9M | ||
| Q1 25 | $764.0M | $193.2M | ||
| Q4 24 | $766.9M | $196.9M | ||
| Q3 24 | $668.5M | $94.5M | ||
| Q2 24 | $665.2M | $183.1M |
总资产
GKOS
THRY
| Q1 26 | $893.3M | $693.7M | ||
| Q4 25 | $893.5M | $688.6M | ||
| Q3 25 | $999.4M | $701.8M | ||
| Q2 25 | $987.0M | $687.7M | ||
| Q1 25 | $966.2M | $703.7M | ||
| Q4 24 | $974.8M | $712.2M | ||
| Q3 24 | $926.5M | $654.8M | ||
| Q2 24 | $919.7M | $785.5M |
负债/权益比
GKOS
THRY
| Q1 26 | — | — | ||
| Q4 25 | — | 1.16× | ||
| Q3 25 | — | 1.21× | ||
| Q2 25 | — | 1.28× | ||
| Q1 25 | — | 1.55× | ||
| Q4 24 | — | 1.44× | ||
| Q3 24 | — | 3.26× | ||
| Q2 24 | — | 1.87× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $-5.5M |
| 自由现金流率自由现金流/营收 | — | -3.3% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | $43.3M |
8季度趋势,按日历期对齐
经营现金流
GKOS
THRY
| Q1 26 | — | — | ||
| Q4 25 | $6.8M | $22.2M | ||
| Q3 25 | $-10.1M | $22.2M | ||
| Q2 25 | $7.0M | $29.6M | ||
| Q1 25 | $-18.5M | $-10.5M | ||
| Q4 24 | $507.0K | $26.1M | ||
| Q3 24 | $-9.6M | $36.0M | ||
| Q2 24 | $-18.4M | $22.2M |
自由现金流
GKOS
THRY
| Q1 26 | — | $-5.5M | ||
| Q4 25 | $3.9M | $12.3M | ||
| Q3 25 | $-11.7M | $14.6M | ||
| Q2 25 | $5.8M | $21.8M | ||
| Q1 25 | $-20.5M | $-17.6M | ||
| Q4 24 | $-1.2M | $17.3M | ||
| Q3 24 | $-11.0M | $27.5M | ||
| Q2 24 | $-20.5M | $13.3M |
自由现金流率
GKOS
THRY
| Q1 26 | — | -3.3% | ||
| Q4 25 | 2.7% | 6.4% | ||
| Q3 25 | -8.8% | 7.2% | ||
| Q2 25 | 4.7% | 10.4% | ||
| Q1 25 | -19.2% | -9.7% | ||
| Q4 24 | -1.2% | 9.3% | ||
| Q3 24 | -11.4% | 15.3% | ||
| Q2 24 | -21.4% | 5.9% |
资本支出强度
GKOS
THRY
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 5.2% | ||
| Q3 25 | 1.2% | 3.8% | ||
| Q2 25 | 0.9% | 3.7% | ||
| Q1 25 | 1.8% | 3.9% | ||
| Q4 24 | 1.6% | 4.7% | ||
| Q3 24 | 1.5% | 4.7% | ||
| Q2 24 | 2.2% | 4.0% |
现金转化率
GKOS
THRY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 3.93× | ||
| Q2 25 | — | 2.12× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 4.01× |
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
THRY
| SaaS | $116.7M | 70% |
| Other | $50.9M | 30% |