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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
是对方的1.2倍
$346.4M
营收增速更快
PATH
高出11.1%
4.8%
净利率更高
PATH
高出20.3%
28.1%
自由现金流更多
HAE
多$184.8M
$25.1M
两年增速更快
HAE
近两年复合增速
0.7%
损益表 — Q4 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 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
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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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
| Hospital | $159.6M | 46% |
| Plasma | $130.3M | 38% |
| Blood Center | $56.4M | 16% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |