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GLAUKOS Corp（GKOS）与Clear Secure, Inc.（YOU）财务数据对比。点击上方公司名可切换其他公司
Clear Secure, Inc.的季度营收约是GLAUKOS Corp的1.6倍（$240.8M vs $150.6M），Clear Secure, Inc.净利率更高（12.8% vs 6.2%，领先6.6%），GLAUKOS Corp同比增速更快（41.2% vs 16.7%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% vs 16.0%）
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。
Clear Secure, Inc.是美国一家科技企业，主营生物识别旅行证件核验系统，其服务已覆盖部分大型机场与体育场馆。公司成立于2003年，2009年申请破产后停运，2012年重启运营，最终于2021年成功上市。
GKOS vs YOU — 直观对比
营收规模更大
YOU
是对方的1.6倍
$150.6M
营收增速更快
GKOS
高出24.4%
16.7%
净利率更高
YOU
高出6.6%
6.2%
两年增速更快
GKOS
近两年复合增速
16.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $150.6M | $240.8M |
| 净利润 | $9.4M | $30.8M |
| 毛利率 | 77.9% | — |
| 营业利润率 | 9.0% | 22.4% |
| 净利率 | 6.2% | 12.8% |
| 营收同比 | 41.2% | 16.7% |
| 净利润同比 | — | -70.2% |
| 每股收益（稀释后） | — | — |
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GKOSYOU
| Q1 26 | $150.6M | — | ||
| Q4 25 | $143.1M | $240.8M | ||
| Q3 25 | $133.5M | $229.2M | ||
| Q2 25 | $124.1M | $219.5M | ||
| Q1 25 | $106.7M | $211.4M | ||
| Q4 24 | $105.5M | $206.3M | ||
| Q3 24 | $96.7M | $198.4M | ||
| Q2 24 | $95.7M | $186.7M |
净利润GKOSYOU
| Q1 26 | $9.4M | — | ||
| Q4 25 | $-133.7M | $30.8M | ||
| Q3 25 | $-16.2M | $28.3M | ||
| Q2 25 | $-19.7M | $24.7M | ||
| Q1 25 | $-18.1M | $25.4M | ||
| Q4 24 | $-33.6M | $103.3M | ||
| Q3 24 | $-21.4M | $23.5M | ||
| Q2 24 | $-50.5M | $24.1M |
毛利率GKOSYOU
| 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GKOSYOU
| Q1 26 | 9.0% | — | ||
| Q4 25 | -97.7% | 22.4% | ||
| Q3 25 | -12.3% | 23.0% | ||
| Q2 25 | -18.3% | 19.4% | ||
| Q1 25 | -19.4% | 17.7% | ||
| Q4 24 | -27.2% | 16.5% | ||
| Q3 24 | -25.5% | 17.7% | ||
| Q2 24 | -31.3% | 16.2% |
净利率GKOSYOU
| Q1 26 | 6.2% | — | ||
| Q4 25 | -93.4% | 12.8% | ||
| Q3 25 | -12.2% | 12.3% | ||
| Q2 25 | -15.8% | 11.3% | ||
| Q1 25 | -17.0% | 12.0% | ||
| Q4 24 | -31.8% | 50.1% | ||
| Q3 24 | -22.1% | 11.8% | ||
| Q2 24 | -52.8% | 12.9% |
每股收益（稀释后）GKOSYOU
| Q1 26 | — | — | ||
| Q4 25 | $-2.34 | — | ||
| Q3 25 | $-0.28 | — | ||
| Q2 25 | $-0.34 | — | ||
| Q1 25 | $-0.32 | — | ||
| Q4 24 | $-0.56 | — | ||
| Q3 24 | $-0.39 | — | ||
| Q2 24 | $-1.00 | — |
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 | $85.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $670.9M | $177.7M |
| 总资产 | $893.3M | $1.3B |
| 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GKOSYOU
| Q1 26 | $276.7M | — | ||
| Q4 25 | $90.8M | $85.7M | ||
| Q3 25 | $98.2M | $75.8M | ||
| Q2 25 | $100.8M | $89.3M | ||
| Q1 25 | $114.3M | $87.6M | ||
| Q4 24 | $169.6M | $66.9M | ||
| Q3 24 | $100.1M | $32.9M | ||
| Q2 24 | $68.1M | $39.1M |
股东权益GKOSYOU
| Q1 26 | $670.9M | — | ||
| Q4 25 | $656.2M | $177.7M | ||
| Q3 25 | $769.5M | $148.6M | ||
| Q2 25 | $765.1M | $121.3M | ||
| Q1 25 | $764.0M | $116.7M | ||
| Q4 24 | $766.9M | $198.4M | ||
| Q3 24 | $668.5M | $129.0M | ||
| Q2 24 | $665.2M | $153.5M |
总资产GKOSYOU
| Q1 26 | $893.3M | — | ||
| Q4 25 | $893.5M | $1.3B | ||
| Q3 25 | $999.4M | $1.1B | ||
| Q2 25 | $987.0M | $1.2B | ||
| Q1 25 | $966.2M | $1.1B | ||
| Q4 24 | $974.8M | $1.2B | ||
| Q3 24 | $926.5M | $858.6M | ||
| Q2 24 | $919.7M | $982.4M |
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 | — | $198.4M |
| 自由现金流经营现金流 - 资本支出 | — | $187.4M |
| 自由现金流率自由现金流/营收 | — | 77.8% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 现金转化率经营现金流/净利润 | — | 6.45× |
| 过去12个月自由现金流最近4个季度 | — | $343.1M |
8季度趋势，按日历期对齐
经营现金流GKOSYOU
| Q1 26 | — | — | ||
| Q4 25 | $6.8M | $198.4M | ||
| Q3 25 | $-10.1M | $-47.3M | ||
| Q2 25 | $7.0M | $123.0M | ||
| Q1 25 | $-18.5M | $98.3M | ||
| Q4 24 | $507.0K | $136.6M | ||
| Q3 24 | $-9.6M | $-35.9M | ||
| Q2 24 | $-18.4M | $114.6M |
自由现金流GKOSYOU
| Q1 26 | — | — | ||
| Q4 25 | $3.9M | $187.4M | ||
| Q3 25 | $-11.7M | $-53.5M | ||
| Q2 25 | $5.8M | $117.9M | ||
| Q1 25 | $-20.5M | $91.3M | ||
| Q4 24 | $-1.2M | $133.9M | ||
| Q3 24 | $-11.0M | $-37.9M | ||
| Q2 24 | $-20.5M | $110.1M |
自由现金流率GKOSYOU
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 77.8% | ||
| Q3 25 | -8.8% | -23.3% | ||
| Q2 25 | 4.7% | 53.7% | ||
| Q1 25 | -19.2% | 43.2% | ||
| Q4 24 | -1.2% | 64.9% | ||
| Q3 24 | -11.4% | -19.1% | ||
| Q2 24 | -21.4% | 59.0% |
资本支出强度GKOSYOU
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 4.6% | ||
| Q3 25 | 1.2% | 2.7% | ||
| Q2 25 | 0.9% | 2.3% | ||
| Q1 25 | 1.8% | 3.4% | ||
| Q4 24 | 1.6% | 1.3% | ||
| Q3 24 | 1.5% | 1.0% | ||
| Q2 24 | 2.2% | 2.4% |
现金转化率GKOSYOU
| Q1 26 | — | — | ||
| Q4 25 | — | 6.45× | ||
| Q3 25 | — | -1.67× | ||
| Q2 25 | — | 4.97× | ||
| Q1 25 | — | 3.87× | ||
| Q4 24 | — | 1.32× | ||
| Q3 24 | — | -1.53× | ||
| Q2 24 | — | 4.75× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
