vs
HAEMONETICS CORP（HAE）与美泰（MAT）财务数据对比。点击上方公司名可切换其他公司
HAEMONETICS CORP的季度营收约是美泰的1.5倍（$1.3B vs $862.2M），HAEMONETICS CORP净利率更高（7.3% vs 7.1%，领先0.2%），HAEMONETICS CORP同比增速更快（4.8% vs 4.3%），HAEMONETICS CORP自由现金流更多（$209.9M vs $-88.1M），过去两年HAEMONETICS CORP的营收复合增速更高（99.2% vs -10.6%）
豪洛捷（Haemonetics）是全球血液与血浆供应及服务提供商，于20世纪70年代由艾伦·（杰克）·莱瑟姆博士在马萨诸塞州内蒂克创立，业务围绕血液相关产品及配套服务展开，为全球医疗领域提供血液管理相关的专业解决方案。
美泰是美国知名玩具及娱乐企业，旗下影视制作部门美泰影业运营时间为2018年9月6日至2025年6月2日。其前身为2013年10月16日成立的美泰Playground Productions，更早可追溯至美泰娱乐、美泰工作室等集团原有娱乐业务品牌。
HAE vs MAT — 直观对比
营收规模更大
HAE
是对方的1.5倍
$862.2M
营收增速更快
HAE
高出0.5%
4.3%
净利率更高
HAE
高出0.2%
7.1%
自由现金流更多
HAE
多$298.0M
$-88.1M
两年增速更快
HAE
近两年复合增速
-10.6%
损益表 — Q4 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $862.2M |
| 净利润 | $97.3M | $61.0M |
| 毛利率 | 14.9% | 44.9% |
| 营业利润率 | 83.4% | — |
| 净利率 | 7.3% | 7.1% |
| 营收同比 | 4.8% | 4.3% |
| 净利润同比 | -42.0% | 251.4% |
| 每股收益（稀释后） | — | $0.20 |
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HAEMAT
| Q1 26 | $1.3B | $862.2M | ||
| Q4 25 | $339.0M | $1.8B | ||
| Q3 25 | $327.3M | $1.7B | ||
| Q2 25 | $321.4M | $1.0B | ||
| Q1 25 | $330.6M | $826.6M | ||
| Q4 24 | $348.5M | $1.6B | ||
| Q3 24 | $345.5M | $1.8B | ||
| Q2 24 | $336.2M | $1.1B |
净利润HAEMAT
| Q1 26 | $97.3M | $61.0M | ||
| Q4 25 | $44.7M | $106.2M | ||
| Q3 25 | $38.7M | $278.4M | ||
| Q2 25 | $34.0M | $53.4M | ||
| Q1 25 | $58.0M | $-40.3M | ||
| Q4 24 | $37.5M | $140.9M | ||
| Q3 24 | $33.8M | $372.4M | ||
| Q2 24 | $38.4M | $56.9M |
毛利率HAEMAT
| Q1 26 | 14.9% | 44.9% | ||
| Q4 25 | 59.7% | 45.9% | ||
| Q3 25 | 59.5% | 50.0% | ||
| Q2 25 | 59.8% | 50.9% | ||
| Q1 25 | 58.4% | 49.4% | ||
| Q4 24 | 55.5% | 50.7% | ||
| Q3 24 | 54.2% | 53.1% | ||
| Q2 24 | 52.0% | 49.2% |
营业利润率HAEMAT
| Q1 26 | 83.4% | — | ||
| Q4 25 | 19.9% | 8.0% | ||
| Q3 25 | 17.9% | 21.9% | ||
| Q2 25 | 16.8% | 7.7% | ||
| Q1 25 | 21.6% | -6.4% | ||
| Q4 24 | 16.9% | 9.6% | ||
| Q3 24 | 15.0% | 26.5% | ||
| Q2 24 | 11.8% | 7.7% |
净利率HAEMAT
| Q1 26 | 7.3% | 7.1% | ||
| Q4 25 | 13.2% | 6.0% | ||
| Q3 25 | 11.8% | 16.0% | ||
| Q2 25 | 10.6% | 5.2% | ||
| Q1 25 | 17.5% | -4.9% | ||
| Q4 24 | 10.8% | 8.6% | ||
| Q3 24 | 9.8% | 20.2% | ||
| Q2 24 | 11.4% | 5.3% |
每股收益（稀释后）HAEMAT
| Q1 26 | — | $0.20 | ||
| Q4 25 | $0.95 | $0.32 | ||
| Q3 25 | $0.81 | $0.88 | ||
| Q2 25 | $0.70 | $0.16 | ||
| Q1 25 | $1.17 | $-0.12 | ||
| Q4 24 | $0.74 | $0.40 | ||
| Q3 24 | $0.66 | $1.09 | ||
| Q2 24 | $0.74 | $0.17 |
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 | $245.4M | $866.0M |
| 总债务越低越好 | $1.2B | $2.3B |
| 股东权益账面价值 | $796.3M | $2.1B |
| 总资产 | $2.4B | $6.3B |
| 负债/权益比越低杠杆越低 | 1.53× | 1.11× |
8季度趋势，按日历期对齐
现金及短期投资HAEMAT
| Q1 26 | $245.4M | $866.0M | ||
| Q4 25 | $363.4M | $1.2B | ||
| Q3 25 | $296.4M | $691.9M | ||
| Q2 25 | $292.9M | $870.5M | ||
| Q1 25 | $306.8M | $1.2B | ||
| Q4 24 | $320.8M | $1.4B | ||
| Q3 24 | $299.3M | $723.5M | ||
| Q2 24 | $344.4M | $722.4M |
总债务HAEMAT
| Q1 26 | $1.2B | $2.3B | ||
| Q4 25 | $1.2B | $2.3B | ||
| Q3 25 | $1.2B | $2.3B | ||
| Q2 25 | $1.2B | $2.3B | ||
| Q1 25 | $1.2B | $2.3B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.3B |
股东权益HAEMAT
| Q1 26 | $796.3M | $2.1B | ||
| Q4 25 | $911.5M | $2.2B | ||
| Q3 25 | $849.2M | $2.3B | ||
| Q2 25 | $882.3M | $2.2B | ||
| Q1 25 | $820.8M | $2.1B | ||
| Q4 24 | $906.9M | $2.3B | ||
| Q3 24 | $878.9M | $2.3B | ||
| Q2 24 | $905.4M | $2.0B |
总资产HAEMAT
| Q1 26 | $2.4B | $6.3B | ||
| Q4 25 | $2.5B | $6.6B | ||
| Q3 25 | $2.4B | $6.6B | ||
| Q2 25 | $2.5B | $6.2B | ||
| Q1 25 | $2.5B | $6.2B | ||
| Q4 24 | $2.5B | $6.5B | ||
| Q3 24 | $2.5B | $6.5B | ||
| Q2 24 | $2.5B | $5.9B |
负债/权益比HAEMAT
| Q1 26 | 1.53× | 1.11× | ||
| Q4 25 | 1.34× | 1.04× | ||
| Q3 25 | 1.44× | 1.03× | ||
| Q2 25 | 1.39× | 1.08× | ||
| Q1 25 | 1.49× | 1.10× | ||
| Q4 24 | — | 1.03× | ||
| Q3 24 | — | 1.01× | ||
| Q2 24 | — | 1.18× |
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 | $293.2M | — |
| 自由现金流经营现金流 - 资本支出 | $209.9M | $-88.1M |
| 自由现金流率自由现金流/营收 | 15.7% | -10.2% |
| 资本支出强度资本支出/营收 | 2.5% | 7.6% |
| 现金转化率经营现金流/净利润 | 3.01× | — |
| 过去12个月自由现金流最近4个季度 | $417.1M | — |
8季度趋势，按日历期对齐
经营现金流HAEMAT
| Q1 26 | $293.2M | — | ||
| Q4 25 | $93.6M | $796.6M | ||
| Q3 25 | $111.3M | $72.0M | ||
| Q2 25 | $17.4M | $-300.1M | ||
| Q1 25 | $116.6M | $24.8M | ||
| Q4 24 | $43.8M | $862.1M | ||
| Q3 24 | $48.8M | $155.8M | ||
| Q2 24 | $-27.4M | $-252.9M |
自由现金流HAEMAT
| Q1 26 | $209.9M | $-88.1M | ||
| Q4 25 | $87.2M | — | ||
| Q3 25 | $106.3M | — | ||
| Q2 25 | $13.6M | — | ||
| Q1 25 | $100.9M | — | ||
| Q4 24 | $35.2M | — | ||
| Q3 24 | $39.4M | — | ||
| Q2 24 | $-33.1M | — |
自由现金流率HAEMAT
| Q1 26 | 15.7% | -10.2% | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 32.5% | — | ||
| Q2 25 | 4.2% | — | ||
| Q1 25 | 30.5% | — | ||
| Q4 24 | 10.1% | — | ||
| Q3 24 | 11.4% | — | ||
| Q2 24 | -9.8% | — |
资本支出强度HAEMAT
| Q1 26 | 2.5% | 7.6% | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 1.7% | — |
现金转化率HAEMAT
| Q1 26 | 3.01× | — | ||
| Q4 25 | 2.09× | 7.50× | ||
| Q3 25 | 2.88× | 0.26× | ||
| Q2 25 | 0.51× | -5.62× | ||
| Q1 25 | 2.01× | — | ||
| Q4 24 | 1.17× | 6.12× | ||
| Q3 24 | 1.44× | 0.42× | ||
| Q2 24 | -0.71× | -4.45× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
