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HAEMONETICS CORP(HAE)与Seadrill Ltd(SDRL)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Seadrill Ltd的1.2倍($339.0M vs $273.0M),HAEMONETICS CORP净利率更高(13.2% vs -3.7%,领先16.9%),过去两年HAEMONETICS CORP的营收复合增速更高(0.4% vs -8.9%)
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。
Seadrill是一家海洋钻井承包商,为全球油气行业提供海上钻井服务,核心业务是持有并运营钻井船、半潜式钻井平台和自升式钻井平台,可覆盖浅海到超深海、温和及恶劣海况等不同作业场景,主要客户涵盖国际石油巨头、一体化油气企业、国有石油公司及独立油气生产商,服务均基于合同模式提供。
HAE vs SDRL — 直观对比
营收规模更大
HAE
是对方的1.2倍
$273.0M
净利率更高
HAE
高出16.9%
-3.7%
两年增速更快
HAE
近两年复合增速
-8.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $339.0M | $273.0M |
| 净利润 | $44.7M | $-10.0M |
| 毛利率 | 59.7% | — |
| 营业利润率 | 19.9% | -1.1% |
| 净利率 | 13.2% | -3.7% |
| 营收同比 | -2.7% | — |
| 净利润同比 | 19.3% | — |
| 每股收益(稀释后) | $0.95 | — |
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
SDRL
| Q4 25 | $339.0M | $273.0M | ||
| Q3 25 | $327.3M | $280.0M | ||
| Q2 25 | $321.4M | $288.0M | ||
| Q1 25 | $330.6M | $248.0M | ||
| Q4 24 | $348.5M | — | ||
| Q3 24 | $345.5M | $263.0M | ||
| Q2 24 | $336.2M | $267.0M | ||
| Q1 24 | — | $275.0M |
净利润
HAE
SDRL
| Q4 25 | $44.7M | $-10.0M | ||
| Q3 25 | $38.7M | $-11.0M | ||
| Q2 25 | $34.0M | $-42.0M | ||
| Q1 25 | $58.0M | $-14.0M | ||
| Q4 24 | $37.5M | — | ||
| Q3 24 | $33.8M | $32.0M | ||
| Q2 24 | $38.4M | $253.0M | ||
| Q1 24 | — | $60.0M |
毛利率
HAE
SDRL
| Q4 25 | 59.7% | — | ||
| Q3 25 | 59.5% | — | ||
| Q2 25 | 59.8% | — | ||
| Q1 25 | 58.4% | — | ||
| Q4 24 | 55.5% | — | ||
| Q3 24 | 54.2% | — | ||
| Q2 24 | 52.0% | — | ||
| Q1 24 | — | — |
营业利润率
HAE
SDRL
| Q4 25 | 19.9% | -1.1% | ||
| Q3 25 | 17.9% | 9.3% | ||
| Q2 25 | 16.8% | 2.1% | ||
| Q1 25 | 21.6% | 7.3% | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 15.0% | 17.9% | ||
| Q2 24 | 11.8% | — | ||
| Q1 24 | — | 29.1% |
净利率
HAE
SDRL
| Q4 25 | 13.2% | -3.7% | ||
| Q3 25 | 11.8% | -3.9% | ||
| Q2 25 | 10.6% | -14.6% | ||
| Q1 25 | 17.5% | -5.6% | ||
| Q4 24 | 10.8% | — | ||
| Q3 24 | 9.8% | 12.2% | ||
| Q2 24 | 11.4% | 94.8% | ||
| Q1 24 | — | 21.8% |
每股收益(稀释后)
HAE
SDRL
| Q4 25 | $0.95 | — | ||
| Q3 25 | $0.81 | $-0.17 | ||
| Q2 25 | $0.70 | $-0.68 | ||
| Q1 25 | $1.17 | $-0.23 | ||
| Q4 24 | $0.74 | — | ||
| Q3 24 | $0.66 | $0.49 | ||
| Q2 24 | $0.74 | $3.49 | ||
| Q1 24 | — | $0.81 |
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 | $363.4M | $339.0M |
| 总债务越低越好 | $1.2B | $613.0M |
| 股东权益账面价值 | $911.5M | $2.9B |
| 总资产 | $2.5B | $3.9B |
| 负债/权益比越低杠杆越低 | 1.34× | 0.21× |
8季度趋势,按日历期对齐
现金及短期投资
HAE
SDRL
| Q4 25 | $363.4M | $339.0M | ||
| Q3 25 | $296.4M | $402.0M | ||
| Q2 25 | $292.9M | $393.0M | ||
| Q1 25 | $306.8M | $404.0M | ||
| Q4 24 | $320.8M | — | ||
| Q3 24 | $299.3M | — | ||
| Q2 24 | $344.4M | $835.0M | ||
| Q1 24 | — | — |
总债务
HAE
SDRL
| Q4 25 | $1.2B | $613.0M | ||
| Q3 25 | $1.2B | $612.0M | ||
| Q2 25 | $1.2B | $612.0M | ||
| Q1 25 | $1.2B | $611.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $609.0M | ||
| Q1 24 | — | — |
股东权益
HAE
SDRL
| Q4 25 | $911.5M | $2.9B | ||
| Q3 25 | $849.2M | $2.9B | ||
| Q2 25 | $882.3M | $2.9B | ||
| Q1 25 | $820.8M | $2.9B | ||
| Q4 24 | $906.9M | — | ||
| Q3 24 | $878.9M | $2.9B | ||
| Q2 24 | $905.4M | $3.1B | ||
| Q1 24 | — | $2.9B |
总资产
HAE
SDRL
| Q4 25 | $2.5B | $3.9B | ||
| Q3 25 | $2.4B | $4.1B | ||
| Q2 25 | $2.5B | $4.1B | ||
| Q1 25 | $2.5B | $4.1B | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | $4.3B | ||
| Q1 24 | — | — |
负债/权益比
HAE
SDRL
| Q4 25 | 1.34× | 0.21× | ||
| Q3 25 | 1.44× | 0.21× | ||
| Q2 25 | 1.39× | 0.21× | ||
| Q1 25 | 1.49× | 0.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.20× | ||
| Q1 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 | $93.6M | $-40.0M |
| 自由现金流经营现金流 - 资本支出 | $87.2M | — |
| 自由现金流率自由现金流/营收 | 25.7% | — |
| 资本支出强度资本支出/营收 | 1.9% | — |
| 现金转化率经营现金流/净利润 | 2.09× | — |
| 过去12个月自由现金流最近4个季度 | $308.1M | — |
8季度趋势,按日历期对齐
经营现金流
HAE
SDRL
| Q4 25 | $93.6M | $-40.0M | ||
| Q3 25 | $111.3M | $28.0M | ||
| Q2 25 | $17.4M | $11.0M | ||
| Q1 25 | $116.6M | $-27.0M | ||
| Q4 24 | $43.8M | — | ||
| Q3 24 | $48.8M | $-27.0M | ||
| Q2 24 | $-27.4M | $79.0M | ||
| Q1 24 | — | $29.0M |
自由现金流
HAE
SDRL
| 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 | — | ||
| Q1 24 | — | — |
自由现金流率
HAE
SDRL
| 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% | — | ||
| Q1 24 | — | — |
资本支出强度
HAE
SDRL
| 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% | — | ||
| Q1 24 | — | — |
现金转化率
HAE
SDRL
| Q4 25 | 2.09× | — | ||
| Q3 25 | 2.88× | — | ||
| Q2 25 | 0.51× | — | ||
| Q1 25 | 2.01× | — | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.44× | -0.84× | ||
| Q2 24 | -0.71× | 0.31× | ||
| Q1 24 | — | 0.48× |
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 | $143.5M | 42% |
| Plasma Productsand Services | $138.9M | 41% |
| Blood Center Productsand Services | $56.6M | 17% |
SDRL
暂无分部数据