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HAEMONETICS CORP(HAE)与UiPath, Inc.(PATH)财务数据对比。点击上方公司名可切换其他公司

UiPath, Inc.的季度营收约是HAEMONETICS CORP的1.2倍($411.1M vs $346.4M),UiPath, Inc.净利率更高(48.4% vs 28.1%,领先20.3%),UiPath, Inc.同比增速更快(15.9% vs 4.8%),HAEMONETICS CORP自由现金流更多($209.9M vs $25.1M),过去两年HAEMONETICS CORP的营收复合增速更高(1.5% vs 0.7%)

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。

UiPath是一家全球化软件企业,专注于开发人工智能、智能自动化及流程编排类软件,其产品支持用户搭建与调度AI代理,实现复杂业务流程、工作流的自动化运行,助力各行业客户提升运营效率、降低人力成本。

HAE vs PATH — 直观对比

营收规模更大
PATH
PATH
是对方的1.2倍
PATH
$411.1M
$346.4M
HAE
营收增速更快
PATH
PATH
高出11.1%
PATH
15.9%
4.8%
HAE
净利率更高
PATH
PATH
高出20.3%
PATH
48.4%
28.1%
HAE
自由现金流更多
HAE
HAE
多$184.8M
HAE
$209.9M
$25.1M
PATH
两年增速更快
HAE
HAE
近两年复合增速
HAE
1.5%
0.7%
PATH

损益表 — Q4 FY2026 vs Q3 FY2026

指标
HAE
HAE
PATH
PATH
营收
$346.4M
$411.1M
净利润
$97.3M
$198.8M
毛利率
57.2%
83.3%
营业利润率
36.1%
3.2%
净利率
28.1%
48.4%
营收同比
4.8%
15.9%
净利润同比
1966.2%
每股收益(稀释后)
$0.37

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
HAE
HAE
PATH
PATH
Q1 26
$346.4M
Q4 25
$339.0M
$411.1M
Q3 25
$327.3M
$361.7M
Q2 25
$321.4M
$356.6M
Q1 25
$330.6M
$423.6M
Q4 24
$348.5M
$354.7M
Q3 24
$345.5M
$316.3M
Q2 24
$336.2M
$335.1M
净利润
HAE
HAE
PATH
PATH
Q1 26
$97.3M
Q4 25
$44.7M
$198.8M
Q3 25
$38.7M
$1.6M
Q2 25
$34.0M
$-22.6M
Q1 25
$58.0M
$51.8M
Q4 24
$37.5M
$-10.7M
Q3 24
$33.8M
$-86.1M
Q2 24
$38.4M
$-28.7M
毛利率
HAE
HAE
PATH
PATH
Q1 26
57.2%
Q4 25
59.7%
83.3%
Q3 25
59.5%
82.2%
Q2 25
59.8%
82.1%
Q1 25
58.4%
84.8%
Q4 24
55.5%
82.0%
Q3 24
54.2%
80.0%
Q2 24
52.0%
83.5%
营业利润率
HAE
HAE
PATH
PATH
Q1 26
36.1%
Q4 25
19.9%
3.2%
Q3 25
17.9%
-5.6%
Q2 25
16.8%
-4.6%
Q1 25
21.6%
7.9%
Q4 24
16.9%
-12.2%
Q3 24
15.0%
-32.7%
Q2 24
11.8%
-14.8%
净利率
HAE
HAE
PATH
PATH
Q1 26
28.1%
Q4 25
13.2%
48.4%
Q3 25
11.8%
0.4%
Q2 25
10.6%
-6.3%
Q1 25
17.5%
12.2%
Q4 24
10.8%
-3.0%
Q3 24
9.8%
-27.2%
Q2 24
11.4%
-8.6%
每股收益(稀释后)
HAE
HAE
PATH
PATH
Q1 26
Q4 25
$0.95
$0.37
Q3 25
$0.81
$0.00
Q2 25
$0.70
$-0.04
Q1 25
$1.17
$0.09
Q4 24
$0.74
$-0.02
Q3 24
$0.66
$-0.15
Q2 24
$0.74
$-0.05

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
HAE
HAE
PATH
PATH
现金及短期投资手头流动性
$245.4M
$1.4B
总债务越低越好
$1.2B
股东权益账面价值
$796.3M
$1.9B
总资产
$2.4B
$2.9B
负债/权益比越低杠杆越低
1.53×

8季度趋势,按日历期对齐

现金及短期投资
HAE
HAE
PATH
PATH
Q1 26
$245.4M
Q4 25
$363.4M
$1.4B
Q3 25
$296.4M
$1.4B
Q2 25
$292.9M
$1.6B
Q1 25
$306.8M
$1.6B
Q4 24
$320.8M
$1.6B
Q3 24
$299.3M
$1.7B
Q2 24
$344.4M
$1.9B
总债务
HAE
HAE
PATH
PATH
Q1 26
$1.2B
Q4 25
$1.2B
Q3 25
$1.2B
Q2 25
$1.2B
Q1 25
$1.2B
Q4 24
Q3 24
Q2 24
股东权益
HAE
HAE
PATH
PATH
Q1 26
$796.3M
Q4 25
$911.5M
$1.9B
Q3 25
$849.2M
$1.7B
Q2 25
$882.3M
$1.7B
Q1 25
$820.8M
$1.8B
Q4 24
$906.9M
$1.7B
Q3 24
$878.9M
$1.8B
Q2 24
$905.4M
$2.0B
总资产
HAE
HAE
PATH
PATH
Q1 26
$2.4B
Q4 25
$2.5B
$2.9B
Q3 25
$2.4B
$2.6B
Q2 25
$2.5B
$2.6B
Q1 25
$2.5B
$2.9B
Q4 24
$2.5B
$2.7B
Q3 24
$2.5B
$2.7B
Q2 24
$2.5B
$2.8B
负债/权益比
HAE
HAE
PATH
PATH
Q1 26
1.53×
Q4 25
1.34×
Q3 25
1.44×
Q2 25
1.39×
Q1 25
1.49×
Q4 24
Q3 24
Q2 24

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
HAE
HAE
PATH
PATH
经营现金流最新季度
$293.2M
$28.3M
自由现金流经营现金流 - 资本支出
$209.9M
$25.1M
自由现金流率自由现金流/营收
60.6%
6.1%
资本支出强度资本支出/营收
9.5%
0.8%
现金转化率经营现金流/净利润
3.01×
0.14×
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
HAE
HAE
PATH
PATH
Q1 26
$293.2M
Q4 25
$93.6M
$28.3M
Q3 25
$111.3M
$41.6M
Q2 25
$17.4M
$119.0M
Q1 25
$116.6M
$146.1M
Q4 24
$43.8M
$28.1M
Q3 24
$48.8M
$46.4M
Q2 24
$-27.4M
$100.0M
自由现金流
HAE
HAE
PATH
PATH
Q1 26
$209.9M
Q4 25
$87.2M
$25.1M
Q3 25
$106.3M
Q2 25
$13.6M
$106.2M
Q1 25
$100.9M
$138.7M
Q4 24
$35.2M
$23.2M
Q3 24
$39.4M
$45.0M
Q2 24
$-33.1M
$98.8M
自由现金流率
HAE
HAE
PATH
PATH
Q1 26
60.6%
Q4 25
25.7%
6.1%
Q3 25
32.5%
Q2 25
4.2%
29.8%
Q1 25
30.5%
32.7%
Q4 24
10.1%
6.5%
Q3 24
11.4%
14.2%
Q2 24
-9.8%
29.5%
资本支出强度
HAE
HAE
PATH
PATH
Q1 26
9.5%
Q4 25
1.9%
0.8%
Q3 25
1.5%
0.0%
Q2 25
1.2%
3.6%
Q1 25
4.7%
1.7%
Q4 24
2.5%
1.4%
Q3 24
2.7%
0.4%
Q2 24
1.7%
0.4%
现金转化率
HAE
HAE
PATH
PATH
Q1 26
3.01×
Q4 25
2.09×
0.14×
Q3 25
2.88×
26.25×
Q2 25
0.51×
Q1 25
2.01×
2.82×
Q4 24
1.17×
Q3 24
1.44×
Q2 24
-0.71×

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

HAE
HAE

Hospital$159.6M46%
Plasma$130.3M38%
Blood Center$56.4M16%

PATH
PATH

Subscription Services$247.6M60%
License$150.0M36%
Professional Services And Other$13.5M3%

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