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GLOBUS MEDICAL INC（GMED）与Rackspace Technology, Inc.（RXT）财务数据对比。点击上方公司名可切换其他公司
GLOBUS MEDICAL INC的季度营收约是Rackspace Technology, Inc.的1.2倍（$826.4M vs $682.8M），GLOBUS MEDICAL INC净利率更高（17.0% vs -4.8%，领先21.8%），GLOBUS MEDICAL INC同比增速更快（25.7% vs -0.4%），GLOBUS MEDICAL INC自由现金流更多（$202.4M vs $56.0M），过去两年GLOBUS MEDICAL INC的营收复合增速更高（16.7% vs -0.6%）
Globus Medical是总部位于美国宾夕法尼亚州奥杜邦的上市骨科医疗器械企业，专注于相关产品的设计、研发与商业化，助力外科医生为肌肉骨骼系统疾病患者提供治疗方案，促进患者康复。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
GMED vs RXT — 直观对比
营收规模更大
GMED
是对方的1.2倍
$682.8M
营收增速更快
GMED
高出26.1%
-0.4%
净利率更高
GMED
高出21.8%
-4.8%
自由现金流更多
GMED
多$146.4M
$56.0M
两年增速更快
GMED
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $826.4M | $682.8M |
| 净利润 | $140.6M | $-32.7M |
| 毛利率 | 68.4% | 17.6% |
| 营业利润率 | 20.5% | -0.5% |
| 净利率 | 17.0% | -4.8% |
| 营收同比 | 25.7% | -0.4% |
| 净利润同比 | 430.4% | 41.6% |
| 每股收益（稀释后） | $1.01 | $-0.13 |
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GMEDRXT
| Q4 25 | $826.4M | $682.8M | ||
| Q3 25 | $769.0M | $671.2M | ||
| Q2 25 | $745.3M | $666.3M | ||
| Q1 25 | $598.1M | $665.4M | ||
| Q4 24 | $657.3M | $685.6M | ||
| Q3 24 | $625.7M | $675.8M | ||
| Q2 24 | $629.7M | $684.9M | ||
| Q1 24 | $606.7M | $690.8M |
净利润GMEDRXT
| Q4 25 | $140.6M | $-32.7M | ||
| Q3 25 | $119.0M | $-67.1M | ||
| Q2 25 | $202.8M | $-54.5M | ||
| Q1 25 | $75.5M | $-71.5M | ||
| Q4 24 | $26.5M | $-56.0M | ||
| Q3 24 | $51.8M | $-186.6M | ||
| Q2 24 | $31.8M | $25.0M | ||
| Q1 24 | $-7.1M | $-640.6M |
毛利率GMEDRXT
| Q4 25 | 68.4% | 17.6% | ||
| Q3 25 | 67.2% | 19.4% | ||
| Q2 25 | 66.6% | 19.4% | ||
| Q1 25 | 67.3% | 19.1% | ||
| Q4 24 | 59.9% | 19.2% | ||
| Q3 24 | 56.8% | 20.3% | ||
| Q2 24 | 58.7% | 19.2% | ||
| Q1 24 | 60.2% | 19.2% |
营业利润率GMEDRXT
| Q4 25 | 20.5% | -0.5% | ||
| Q3 25 | 17.9% | -5.1% | ||
| Q2 25 | 10.2% | -3.8% | ||
| Q1 25 | 16.2% | -5.8% | ||
| Q4 24 | 9.2% | -4.2% | ||
| Q3 24 | 7.7% | -25.7% | ||
| Q2 24 | 7.9% | -7.9% | ||
| Q1 24 | 1.3% | -94.5% |
净利率GMEDRXT
| Q4 25 | 17.0% | -4.8% | ||
| Q3 25 | 15.5% | -10.0% | ||
| Q2 25 | 27.2% | -8.2% | ||
| Q1 25 | 12.6% | -10.7% | ||
| Q4 24 | 4.0% | -8.2% | ||
| Q3 24 | 8.3% | -27.6% | ||
| Q2 24 | 5.0% | 3.7% | ||
| Q1 24 | -1.2% | -92.7% |
每股收益（稀释后）GMEDRXT
| Q4 25 | $1.01 | $-0.13 | ||
| Q3 25 | $0.88 | $-0.28 | ||
| Q2 25 | $1.49 | $-0.23 | ||
| Q1 25 | $0.54 | $-0.31 | ||
| Q4 24 | $0.19 | $-0.20 | ||
| Q3 24 | $0.38 | $-0.82 | ||
| Q2 24 | $0.23 | $0.11 | ||
| Q1 24 | $-0.05 | $-2.91 |
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 | $557.2M | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $4.6B | $-1.2B |
| 总资产 | $5.3B | $2.8B |
| 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GMEDRXT
| Q4 25 | $557.2M | $105.8M | ||
| Q3 25 | $18.8M | $99.5M | ||
| Q2 25 | — | $103.9M | ||
| Q1 25 | — | $128.0M | ||
| Q4 24 | $890.1M | $144.0M | ||
| Q3 24 | $71.9M | $157.1M | ||
| Q2 24 | $82.5M | $190.2M | ||
| Q1 24 | $80.4M | $282.6M |
总债务GMEDRXT
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $3.0B |
股东权益GMEDRXT
| Q4 25 | $4.6B | $-1.2B | ||
| Q3 25 | $4.4B | $-1.2B | ||
| Q2 25 | $4.3B | $-1.1B | ||
| Q1 25 | $4.1B | $-1.1B | ||
| Q4 24 | $4.2B | $-1.0B | ||
| Q3 24 | $4.1B | $-949.7M | ||
| Q2 24 | $4.0B | $-756.2M | ||
| Q1 24 | $3.9B | $-787.2M |
总资产GMEDRXT
| Q4 25 | $5.3B | $2.8B | ||
| Q3 25 | $5.1B | $2.8B | ||
| Q2 25 | $5.0B | $2.9B | ||
| Q1 25 | $4.7B | $3.0B | ||
| Q4 24 | $5.3B | $3.1B | ||
| Q3 24 | $5.1B | $3.1B | ||
| Q2 24 | $5.0B | $3.4B | ||
| Q1 24 | $4.9B | $3.5B |
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 | $248.6M | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $202.4M | $56.0M |
| 自由现金流率自由现金流/营收 | 24.5% | 8.2% |
| 资本支出强度资本支出/营收 | 5.6% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.77× | — |
| 过去12个月自由现金流最近4个季度 | $588.8M | $90.6M |
8季度趋势，按日历期对齐
经营现金流GMEDRXT
| Q4 25 | $248.6M | $59.7M | ||
| Q3 25 | $249.7M | $70.7M | ||
| Q2 25 | $77.9M | $8.4M | ||
| Q1 25 | $177.3M | $12.6M | ||
| Q4 24 | $210.3M | $54.3M | ||
| Q3 24 | $203.7M | $51.8M | ||
| Q2 24 | $54.3M | $24.1M | ||
| Q1 24 | $52.4M | $-90.3M |
自由现金流GMEDRXT
| Q4 25 | $202.4M | $56.0M | ||
| Q3 25 | $213.9M | $42.7M | ||
| Q2 25 | $31.3M | $-12.4M | ||
| Q1 25 | $141.2M | $4.3M | ||
| Q4 24 | $193.2M | $34.4M | ||
| Q3 24 | $161.7M | $27.3M | ||
| Q2 24 | $26.5M | $-14.5M | ||
| Q1 24 | $23.8M | $-118.4M |
自由现金流率GMEDRXT
| Q4 25 | 24.5% | 8.2% | ||
| Q3 25 | 27.8% | 6.4% | ||
| Q2 25 | 4.2% | -1.9% | ||
| Q1 25 | 23.6% | 0.6% | ||
| Q4 24 | 29.4% | 5.0% | ||
| Q3 24 | 25.8% | 4.0% | ||
| Q2 24 | 4.2% | -2.1% | ||
| Q1 24 | 3.9% | -17.1% |
资本支出强度GMEDRXT
| Q4 25 | 5.6% | 0.5% | ||
| Q3 25 | 4.7% | 4.2% | ||
| Q2 25 | 6.2% | 3.1% | ||
| Q1 25 | 6.0% | 1.2% | ||
| Q4 24 | 2.6% | 2.9% | ||
| Q3 24 | 6.7% | 3.6% | ||
| Q2 24 | 4.4% | 5.6% | ||
| Q1 24 | 4.7% | 4.1% |
现金转化率GMEDRXT
| Q4 25 | 1.77× | — | ||
| Q3 25 | 2.10× | — | ||
| Q2 25 | 0.38× | — | ||
| Q1 25 | 2.35× | — | ||
| Q4 24 | 7.94× | — | ||
| Q3 24 | 3.93× | — | ||
| Q2 24 | 1.71× | 0.96× | ||
| Q1 24 | — | — |
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
GMED
| Other | $391.8M | 47% |
| Nevro Merger Agreement | $293.6M | 36% |
| Enabling Technologies | $141.0M | 17% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
