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HAEMONETICS CORP（HAE）与ROKU, INC（ROKU）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ROKU, INC的1.1倍（$1.3B vs $1.2B），HAEMONETICS CORP净利率更高（7.3% vs -2.2%，领先9.5%），HAEMONETICS CORP同比增速更快（4.8% vs -18.3%），ROKU, INC自由现金流更多（$298.4M vs $209.9M），过去两年HAEMONETICS CORP的营收复合增速更高（99.2% vs 13.6%）
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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
HAE vs ROKU — 直观对比
营收规模更大
HAE
是对方的1.1倍
$1.2B
营收增速更快
HAE
高出23.1%
-18.3%
净利率更高
HAE
高出9.5%
-2.2%
自由现金流更多
ROKU
多$88.5M
$209.9M
两年增速更快
HAE
近两年复合增速
13.6%
损益表 — Q4 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.2B |
| 净利润 | $97.3M | $-27.4M |
| 毛利率 | 14.9% | 35.6% |
| 营业利润率 | 83.4% | 59.7% |
| 净利率 | 7.3% | -2.2% |
| 营收同比 | 4.8% | -18.3% |
| 净利润同比 | -42.0% | -361.0% |
| 每股收益（稀释后） | — | $0.57 |
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HAEROKU
| Q1 26 | $1.3B | $1.2B | ||
| Q4 25 | $339.0M | $1.4B | ||
| Q3 25 | $327.3M | $1.2B | ||
| Q2 25 | $321.4M | $1.1B | ||
| Q1 25 | $330.6M | $1.0B | ||
| Q4 24 | $348.5M | $1.2B | ||
| Q3 24 | $345.5M | $1.1B | ||
| Q2 24 | $336.2M | $968.2M |
净利润HAEROKU
| Q1 26 | $97.3M | $-27.4M | ||
| Q4 25 | $44.7M | $80.5M | ||
| Q3 25 | $38.7M | $24.8M | ||
| Q2 25 | $34.0M | $10.5M | ||
| Q1 25 | $58.0M | $-27.4M | ||
| Q4 24 | $37.5M | $-35.5M | ||
| Q3 24 | $33.8M | $-9.0M | ||
| Q2 24 | $38.4M | $-34.0M |
毛利率HAEROKU
| Q1 26 | 14.9% | 35.6% | ||
| Q4 25 | 59.7% | 43.5% | ||
| Q3 25 | 59.5% | 43.4% | ||
| Q2 25 | 59.8% | 44.8% | ||
| Q1 25 | 58.4% | 43.6% | ||
| Q4 24 | 55.5% | 42.7% | ||
| Q3 24 | 54.2% | 45.2% | ||
| Q2 24 | 52.0% | 43.9% |
营业利润率HAEROKU
| Q1 26 | 83.4% | 59.7% | ||
| Q4 25 | 19.9% | 4.7% | ||
| Q3 25 | 17.9% | 0.8% | ||
| Q2 25 | 16.8% | -2.1% | ||
| Q1 25 | 21.6% | -5.7% | ||
| Q4 24 | 16.9% | -3.3% | ||
| Q3 24 | 15.0% | -3.4% | ||
| Q2 24 | 11.8% | -7.4% |
净利率HAEROKU
| Q1 26 | 7.3% | -2.2% | ||
| Q4 25 | 13.2% | 5.8% | ||
| Q3 25 | 11.8% | 2.0% | ||
| Q2 25 | 10.6% | 0.9% | ||
| Q1 25 | 17.5% | -2.7% | ||
| Q4 24 | 10.8% | -3.0% | ||
| Q3 24 | 9.8% | -0.9% | ||
| Q2 24 | 11.4% | -3.5% |
每股收益（稀释后）HAEROKU
| Q1 26 | — | $0.57 | ||
| Q4 25 | $0.95 | $0.55 | ||
| Q3 25 | $0.81 | $0.16 | ||
| Q2 25 | $0.70 | $0.07 | ||
| Q1 25 | $1.17 | $-0.19 | ||
| Q4 24 | $0.74 | $-0.24 | ||
| Q3 24 | $0.66 | $-0.06 | ||
| Q2 24 | $0.74 | $-0.24 |
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 | $2.4B |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $796.3M | $2.7B |
| 总资产 | $2.4B | $4.4B |
| 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HAEROKU
| Q1 26 | $245.4M | $2.4B | ||
| Q4 25 | $363.4M | $2.3B | ||
| Q3 25 | $296.4M | $2.3B | ||
| Q2 25 | $292.9M | $2.3B | ||
| Q1 25 | $306.8M | $2.3B | ||
| Q4 24 | $320.8M | $2.2B | ||
| Q3 24 | $299.3M | $2.1B | ||
| Q2 24 | $344.4M | $2.1B |
总债务HAEROKU
| 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HAEROKU
| Q1 26 | $796.3M | $2.7B | ||
| Q4 25 | $911.5M | $2.7B | ||
| Q3 25 | $849.2M | $2.6B | ||
| Q2 25 | $882.3M | $2.6B | ||
| Q1 25 | $820.8M | $2.5B | ||
| Q4 24 | $906.9M | $2.5B | ||
| Q3 24 | $878.9M | $2.5B | ||
| Q2 24 | $905.4M | $2.4B |
总资产HAEROKU
| Q1 26 | $2.4B | $4.4B | ||
| Q4 25 | $2.5B | $4.4B | ||
| Q3 25 | $2.4B | $4.4B | ||
| Q2 25 | $2.5B | $4.3B | ||
| Q1 25 | $2.5B | $4.2B | ||
| Q4 24 | $2.5B | $4.3B | ||
| Q3 24 | $2.5B | $4.3B | ||
| Q2 24 | $2.5B | $4.1B |
负债/权益比HAEROKU
| 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 | $199.1M |
| 自由现金流经营现金流 - 资本支出 | $209.9M | $298.4M |
| 自由现金流率自由现金流/营收 | 15.7% | 23.9% |
| 资本支出强度资本支出/营收 | 2.5% | — |
| 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 | $640.0M |
8季度趋势，按日历期对齐
经营现金流HAEROKU
| Q1 26 | $293.2M | $199.1M | ||
| Q4 25 | $93.6M | $107.7M | ||
| Q3 25 | $111.3M | $127.6M | ||
| Q2 25 | $17.4M | $109.7M | ||
| Q1 25 | $116.6M | $138.7M | ||
| Q4 24 | $43.8M | $79.3M | ||
| Q3 24 | $48.8M | $68.7M | ||
| Q2 24 | $-27.4M | $23.4M |
自由现金流HAEROKU
| Q1 26 | $209.9M | $298.4M | ||
| Q4 25 | $87.2M | $106.6M | ||
| Q3 25 | $106.3M | $126.5M | ||
| Q2 25 | $13.6M | $108.6M | ||
| Q1 25 | $100.9M | $136.8M | ||
| Q4 24 | $35.2M | $76.8M | ||
| Q3 24 | $39.4M | $67.6M | ||
| Q2 24 | $-33.1M | $22.5M |
自由现金流率HAEROKU
| Q1 26 | 15.7% | 23.9% | ||
| Q4 25 | 25.7% | 7.6% | ||
| Q3 25 | 32.5% | 10.4% | ||
| Q2 25 | 4.2% | 9.8% | ||
| Q1 25 | 30.5% | 13.4% | ||
| Q4 24 | 10.1% | 6.4% | ||
| Q3 24 | 11.4% | 6.4% | ||
| Q2 24 | -9.8% | 2.3% |
资本支出强度HAEROKU
| Q1 26 | 2.5% | — | ||
| Q4 25 | 1.9% | 0.1% | ||
| Q3 25 | 1.5% | 0.1% | ||
| Q2 25 | 1.2% | 0.1% | ||
| Q1 25 | 4.7% | 0.2% | ||
| Q4 24 | 2.5% | 0.2% | ||
| Q3 24 | 2.7% | 0.1% | ||
| Q2 24 | 1.7% | 0.1% |
现金转化率HAEROKU
| Q1 26 | 3.01× | — | ||
| Q4 25 | 2.09× | 1.34× | ||
| Q3 25 | 2.88× | 5.14× | ||
| Q2 25 | 0.51× | 10.45× | ||
| Q1 25 | 2.01× | — | ||
| 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
暂无分部数据
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
