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GLAUKOS Corp(GKOS)与VERRA MOBILITY Corp(VRRM)财务数据对比。点击上方公司名可切换其他公司
VERRA MOBILITY Corp的季度营收约是GLAUKOS Corp的1.5倍($223.6M vs $150.6M),VERRA MOBILITY Corp净利率更高(12.0% vs 6.2%,领先5.7%),GLAUKOS Corp同比增速更快(41.2% vs 0.1%),过去两年GLAUKOS Corp的营收复合增速更高(25.4% vs 0.3%)
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。
Verra Mobility Corp是全球领先的智慧出行技术解决方案提供商,业务涵盖收费管理、停车与交通合规执法、车联网服务及车队管理工具,服务对象包括政府交通部门、租车运营商、商业车队所有者及汽车行业合作伙伴,覆盖北美、欧洲及亚太市场。
GKOS vs VRRM — 直观对比
营收规模更大
VRRM
是对方的1.5倍
$150.6M
营收增速更快
GKOS
高出41.0%
0.1%
净利率更高
VRRM
高出5.7%
6.2%
两年增速更快
GKOS
近两年复合增速
0.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $150.6M | $223.6M |
| 净利润 | $9.4M | $26.7M |
| 毛利率 | 77.9% | — |
| 营业利润率 | 9.0% | 23.2% |
| 净利率 | 6.2% | 12.0% |
| 营收同比 | 41.2% | 0.1% |
| 净利润同比 | — | -17.3% |
| 每股收益(稀释后) | — | $0.17 |
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
VRRM
| Q1 26 | $150.6M | $223.6M | ||
| Q4 25 | $143.1M | $257.9M | ||
| Q3 25 | $133.5M | $261.9M | ||
| Q2 25 | $124.1M | $236.0M | ||
| Q1 25 | $106.7M | $223.3M | ||
| Q4 24 | $105.5M | $221.5M | ||
| Q3 24 | $96.7M | $225.6M | ||
| Q2 24 | $95.7M | $222.4M |
净利润
GKOS
VRRM
| Q1 26 | $9.4M | $26.7M | ||
| Q4 25 | $-133.7M | $18.9M | ||
| Q3 25 | $-16.2M | $46.8M | ||
| Q2 25 | $-19.7M | $38.6M | ||
| Q1 25 | $-18.1M | $32.3M | ||
| Q4 24 | $-33.6M | $-66.7M | ||
| Q3 24 | $-21.4M | $34.7M | ||
| Q2 24 | $-50.5M | $34.2M |
毛利率
GKOS
VRRM
| Q1 26 | 77.9% | — | ||
| Q4 25 | -1.1% | — | ||
| Q3 25 | 78.4% | — | ||
| Q2 25 | 78.3% | — | ||
| Q1 25 | 77.2% | — | ||
| Q4 24 | 72.9% | — | ||
| Q3 24 | 76.6% | — | ||
| Q2 24 | 76.4% | — |
营业利润率
GKOS
VRRM
| Q1 26 | 9.0% | 23.2% | ||
| Q4 25 | -97.7% | 16.7% | ||
| Q3 25 | -12.3% | 28.6% | ||
| Q2 25 | -18.3% | 26.8% | ||
| Q1 25 | -19.4% | 25.7% | ||
| Q4 24 | -27.2% | -19.6% | ||
| Q3 24 | -25.5% | 28.3% | ||
| Q2 24 | -31.3% | 27.5% |
净利率
GKOS
VRRM
| Q1 26 | 6.2% | 12.0% | ||
| Q4 25 | -93.4% | 7.3% | ||
| Q3 25 | -12.2% | 17.9% | ||
| Q2 25 | -15.8% | 16.3% | ||
| Q1 25 | -17.0% | 14.5% | ||
| Q4 24 | -31.8% | -30.1% | ||
| Q3 24 | -22.1% | 15.4% | ||
| Q2 24 | -52.8% | 15.4% |
每股收益(稀释后)
GKOS
VRRM
| Q1 26 | — | $0.17 | ||
| Q4 25 | $-2.34 | $0.12 | ||
| Q3 25 | $-0.28 | $0.29 | ||
| Q2 25 | $-0.34 | $0.24 | ||
| Q1 25 | $-0.32 | $0.20 | ||
| Q4 24 | $-0.56 | $-0.39 | ||
| Q3 24 | $-0.39 | $0.21 | ||
| Q2 24 | $-1.00 | $0.20 |
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 | $46.9M |
| 总债务越低越好 | — | $34.1M |
| 股东权益账面价值 | $670.9M | $272.0M |
| 总资产 | $893.3M | $1.7B |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势,按日历期对齐
现金及短期投资
GKOS
VRRM
| Q1 26 | $276.7M | $46.9M | ||
| Q4 25 | $90.8M | $65.3M | ||
| Q3 25 | $98.2M | $196.1M | ||
| Q2 25 | $100.8M | $147.7M | ||
| Q1 25 | $114.3M | $108.5M | ||
| Q4 24 | $169.6M | $77.6M | ||
| Q3 24 | $100.1M | $206.1M | ||
| Q2 24 | $68.1M | $122.0M |
总债务
GKOS
VRRM
| Q1 26 | — | $34.1M | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B |
股东权益
GKOS
VRRM
| Q1 26 | $670.9M | $272.0M | ||
| Q4 25 | $656.2M | $293.0M | ||
| Q3 25 | $769.5M | $403.1M | ||
| Q2 25 | $765.1M | $352.1M | ||
| Q1 25 | $764.0M | $299.6M | ||
| Q4 24 | $766.9M | $265.1M | ||
| Q3 24 | $668.5M | $486.5M | ||
| Q2 24 | $665.2M | $438.6M |
总资产
GKOS
VRRM
| Q1 26 | $893.3M | $1.7B | ||
| Q4 25 | $893.5M | $1.6B | ||
| Q3 25 | $999.4M | $1.8B | ||
| Q2 25 | $987.0M | $1.7B | ||
| Q1 25 | $966.2M | $1.6B | ||
| Q4 24 | $974.8M | $1.6B | ||
| Q3 24 | $926.5M | $1.9B | ||
| Q2 24 | $919.7M | $1.8B |
负债/权益比
GKOS
VRRM
| Q1 26 | — | 0.13× | ||
| Q4 25 | — | 3.51× | ||
| Q3 25 | — | 2.55× | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | 3.45× | ||
| Q4 24 | — | 3.90× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 2.36× |
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 | — | $40.8M |
| 自由现金流经营现金流 - 资本支出 | — | $9.6M |
| 自由现金流率自由现金流/营收 | — | 4.3% |
| 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 | — | 1.53× |
| 过去12个月自由现金流最近4个季度 | — | $104.6M |
8季度趋势,按日历期对齐
经营现金流
GKOS
VRRM
| Q1 26 | — | $40.8M | ||
| Q4 25 | $6.8M | $40.0M | ||
| Q3 25 | $-10.1M | $77.7M | ||
| Q2 25 | $7.0M | $75.1M | ||
| Q1 25 | $-18.5M | $63.0M | ||
| Q4 24 | $507.0K | $40.5M | ||
| Q3 24 | $-9.6M | $108.8M | ||
| Q2 24 | $-18.4M | $40.0M |
自由现金流
GKOS
VRRM
| Q1 26 | — | $9.6M | ||
| Q4 25 | $3.9M | $5.7M | ||
| Q3 25 | $-11.7M | $49.0M | ||
| Q2 25 | $5.8M | $40.3M | ||
| Q1 25 | $-20.5M | $41.7M | ||
| Q4 24 | $-1.2M | $21.6M | ||
| Q3 24 | $-11.0M | $85.1M | ||
| Q2 24 | $-20.5M | $26.0M |
自由现金流率
GKOS
VRRM
| Q1 26 | — | 4.3% | ||
| Q4 25 | 2.7% | 2.2% | ||
| Q3 25 | -8.8% | 18.7% | ||
| Q2 25 | 4.7% | 17.1% | ||
| Q1 25 | -19.2% | 18.7% | ||
| Q4 24 | -1.2% | 9.8% | ||
| Q3 24 | -11.4% | 37.7% | ||
| Q2 24 | -21.4% | 11.7% |
资本支出强度
GKOS
VRRM
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 13.3% | ||
| Q3 25 | 1.2% | 11.0% | ||
| Q2 25 | 0.9% | 14.8% | ||
| Q1 25 | 1.8% | 9.5% | ||
| Q4 24 | 1.6% | 8.5% | ||
| Q3 24 | 1.5% | 10.5% | ||
| Q2 24 | 2.2% | 6.3% |
现金转化率
GKOS
VRRM
| Q1 26 | — | 1.53× | ||
| Q4 25 | — | 2.12× | ||
| Q3 25 | — | 1.66× | ||
| Q2 25 | — | 1.95× | ||
| Q1 25 | — | 1.95× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.13× | ||
| Q2 24 | — | 1.17× |
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
VRRM
| Government Solutions segment generated total | $105.3M | 47% |
| Commercial Services segment generated total | $97.8M | 44% |
| Parking Solutions segment generated total | $20.4M | 9% |