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GLAUKOS Corp(GKOS)与Turning Point Brands, Inc.(TPB)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Turning Point Brands, Inc.的1.2倍($150.6M vs $121.0M),Turning Point Brands, Inc.净利率更高(6.8% vs 6.2%,领先0.6%),GLAUKOS Corp同比增速更快(41.2% vs 29.2%),过去两年GLAUKOS Corp的营收复合增速更高(25.4% vs 20.7%)
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。
Turning Point Australia(TPAUS)是一家位于澳大利亚的保守派游说团体,隶属于美国转折点组织但保持独立运营,由乔尔·贾马尔创立并于2023年完成注册。该团体目前正积极行动,试图影响2026年3月举行的南澳大利亚州选举结果。
GKOS vs TPB — 直观对比
营收规模更大
GKOS
是对方的1.2倍
$121.0M
营收增速更快
GKOS
高出12.0%
29.2%
净利率更高
TPB
高出0.6%
6.2%
两年增速更快
GKOS
近两年复合增速
20.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $150.6M | $121.0M |
| 净利润 | $9.4M | $8.2M |
| 毛利率 | 77.9% | 55.9% |
| 营业利润率 | 9.0% | 16.5% |
| 净利率 | 6.2% | 6.8% |
| 营收同比 | 41.2% | 29.2% |
| 净利润同比 | — | 239.8% |
| 每股收益(稀释后) | — | $0.40 |
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
TPB
| Q1 26 | $150.6M | — | ||
| Q4 25 | $143.1M | $121.0M | ||
| Q3 25 | $133.5M | $119.0M | ||
| Q2 25 | $124.1M | $116.6M | ||
| Q1 25 | $106.7M | $106.4M | ||
| Q4 24 | $105.5M | $93.7M | ||
| Q3 24 | $96.7M | $90.7M | ||
| Q2 24 | $95.7M | $93.2M |
净利润
GKOS
TPB
| Q1 26 | $9.4M | — | ||
| Q4 25 | $-133.7M | $8.2M | ||
| Q3 25 | $-16.2M | $21.1M | ||
| Q2 25 | $-19.7M | $14.5M | ||
| Q1 25 | $-18.1M | $14.4M | ||
| Q4 24 | $-33.6M | $2.4M | ||
| Q3 24 | $-21.4M | $12.4M | ||
| Q2 24 | $-50.5M | $13.0M |
毛利率
GKOS
TPB
| Q1 26 | 77.9% | — | ||
| Q4 25 | -1.1% | 55.9% | ||
| Q3 25 | 78.4% | 59.2% | ||
| Q2 25 | 78.3% | 57.1% | ||
| Q1 25 | 77.2% | 56.0% | ||
| Q4 24 | 72.9% | 56.0% | ||
| Q3 24 | 76.6% | 55.6% | ||
| Q2 24 | 76.4% | 54.1% |
营业利润率
GKOS
TPB
| Q1 26 | 9.0% | — | ||
| Q4 25 | -97.7% | 16.5% | ||
| Q3 25 | -12.3% | 21.8% | ||
| Q2 25 | -18.3% | 22.6% | ||
| Q1 25 | -19.4% | 21.8% | ||
| Q4 24 | -27.2% | 19.1% | ||
| Q3 24 | -25.5% | 22.9% | ||
| Q2 24 | -31.3% | 24.5% |
净利率
GKOS
TPB
| Q1 26 | 6.2% | — | ||
| Q4 25 | -93.4% | 6.8% | ||
| Q3 25 | -12.2% | 17.7% | ||
| Q2 25 | -15.8% | 12.4% | ||
| Q1 25 | -17.0% | 13.5% | ||
| Q4 24 | -31.8% | 2.6% | ||
| Q3 24 | -22.1% | 13.6% | ||
| Q2 24 | -52.8% | 14.0% |
每股收益(稀释后)
GKOS
TPB
| Q1 26 | — | — | ||
| Q4 25 | $-2.34 | $0.40 | ||
| Q3 25 | $-0.28 | $1.13 | ||
| Q2 25 | $-0.34 | $0.79 | ||
| Q1 25 | $-0.32 | $0.79 | ||
| Q4 24 | $-0.56 | $0.15 | ||
| Q3 24 | $-0.39 | $0.68 | ||
| Q2 24 | $-1.00 | $0.68 |
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 | $222.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $670.9M | $372.0M |
| 总资产 | $893.3M | $763.8M |
| 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
TPB
| Q1 26 | $276.7M | — | ||
| Q4 25 | $90.8M | $222.8M | ||
| Q3 25 | $98.2M | $201.2M | ||
| Q2 25 | $100.8M | $109.9M | ||
| Q1 25 | $114.3M | $99.6M | ||
| Q4 24 | $169.6M | $48.9M | ||
| Q3 24 | $100.1M | $33.6M | ||
| Q2 24 | $68.1M | $142.2M |
股东权益
GKOS
TPB
| Q1 26 | $670.9M | — | ||
| Q4 25 | $656.2M | $372.0M | ||
| Q3 25 | $769.5M | $358.2M | ||
| Q2 25 | $765.1M | $224.8M | ||
| Q1 25 | $764.0M | $203.4M | ||
| Q4 24 | $766.9M | $190.4M | ||
| Q3 24 | $668.5M | $185.7M | ||
| Q2 24 | $665.2M | $172.8M |
总资产
GKOS
TPB
| Q1 26 | $893.3M | — | ||
| Q4 25 | $893.5M | $763.8M | ||
| Q3 25 | $999.4M | $742.8M | ||
| Q2 25 | $987.0M | $595.8M | ||
| Q1 25 | $966.2M | $564.6M | ||
| Q4 24 | $974.8M | $493.4M | ||
| Q3 24 | $926.5M | $488.0M | ||
| Q2 24 | $919.7M | $591.6M |
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 | — | $24.9M |
| 自由现金流经营现金流 - 资本支出 | — | $21.5M |
| 自由现金流率自由现金流/营收 | — | 17.8% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 现金转化率经营现金流/净利润 | — | 3.03× |
| 过去12个月自由现金流最近4个季度 | — | $43.8M |
8季度趋势,按日历期对齐
经营现金流
GKOS
TPB
| Q1 26 | — | — | ||
| Q4 25 | $6.8M | $24.9M | ||
| Q3 25 | $-10.1M | $3.3M | ||
| Q2 25 | $7.0M | $11.8M | ||
| Q1 25 | $-18.5M | $17.4M | ||
| Q4 24 | $507.0K | $17.7M | ||
| Q3 24 | $-9.6M | $13.2M | ||
| Q2 24 | $-18.4M | $13.4M |
自由现金流
GKOS
TPB
| Q1 26 | — | — | ||
| Q4 25 | $3.9M | $21.5M | ||
| Q3 25 | $-11.7M | $-721.0K | ||
| Q2 25 | $5.8M | $7.8M | ||
| Q1 25 | $-20.5M | $15.2M | ||
| Q4 24 | $-1.2M | $16.6M | ||
| Q3 24 | $-11.0M | $12.6M | ||
| Q2 24 | $-20.5M | $10.9M |
自由现金流率
GKOS
TPB
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 17.8% | ||
| Q3 25 | -8.8% | -0.6% | ||
| Q2 25 | 4.7% | 6.7% | ||
| Q1 25 | -19.2% | 14.3% | ||
| Q4 24 | -1.2% | 17.8% | ||
| Q3 24 | -11.4% | 13.9% | ||
| Q2 24 | -21.4% | 11.7% |
资本支出强度
GKOS
TPB
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 2.8% | ||
| Q3 25 | 1.2% | 3.4% | ||
| Q2 25 | 0.9% | 3.4% | ||
| Q1 25 | 1.8% | 2.1% | ||
| Q4 24 | 1.6% | 1.2% | ||
| Q3 24 | 1.5% | 0.7% | ||
| Q2 24 | 2.2% | 2.7% |
现金转化率
GKOS
TPB
| Q1 26 | — | — | ||
| Q4 25 | — | 3.03× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.82× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 7.34× | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | — | 1.03× |
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
TPB
| US | $111.5M | 92% |
| Non Us | $9.6M | 8% |