vs
HAEMONETICS CORP（HAE）与泰利福（TFX）财务数据对比。点击上方公司名可切换其他公司
泰利福净利率更高（177.8% vs 13.2%，领先164.6%），HAEMONETICS CORP同比增速更快（-2.7% vs -150.5%），HAEMONETICS CORP自由现金流更多（$87.2M vs $-92.9M），过去两年泰利福的营收复合增速更高（NaN% vs NaN%）
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。
泰利福（Teleflex）总部位于美国宾夕法尼亚州韦恩，是专业医疗设备供应商，产品广泛应用于重症监护、外科手术等各类诊疗场景。公司年营收达24亿美元，在全球40个国家开展业务，员工总数超15000人。经过数年的收并购与业务剥离，公司于2011年完成业务调整，全面聚焦医疗设备制造领域。
HAE vs TFX — 直观对比
营收规模更大
HAE
是对方的-0.8倍
$-401.9M
营收增速更快
HAE
高出147.8%
-150.5%
净利率更高
TFX
高出164.6%
13.2%
自由现金流更多
HAE
多$180.2M
$-92.9M
两年增速更快
TFX
近两年复合增速
0.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $339.0M | $-401.9M |
| 净利润 | $44.7M | $-714.3M |
| 毛利率 | 59.7% | — |
| 营业利润率 | 19.9% | — |
| 净利率 | 13.2% | 177.8% |
| 营收同比 | -2.7% | -150.5% |
| 净利润同比 | 19.3% | -422.7% |
| 每股收益（稀释后） | $0.95 | $-15.85 |
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HAETFX
| Q4 25 | $339.0M | $-401.9M | ||
| Q3 25 | $327.3M | $913.0M | ||
| Q2 25 | $321.4M | $780.9M | ||
| Q1 25 | $330.6M | $700.7M | ||
| Q4 24 | $348.5M | $795.4M | ||
| Q3 24 | $345.5M | $764.4M | ||
| Q2 24 | $336.2M | $749.7M | ||
| Q1 24 | — | $737.8M |
净利润HAETFX
| Q4 25 | $44.7M | $-714.3M | ||
| Q3 25 | $38.7M | $-408.9M | ||
| Q2 25 | $34.0M | $122.6M | ||
| Q1 25 | $58.0M | $95.0M | ||
| Q4 24 | $37.5M | $-136.7M | ||
| Q3 24 | $33.8M | $111.0M | ||
| Q2 24 | $38.4M | $80.0M | ||
| Q1 24 | — | $15.3M |
毛利率HAETFX
| Q4 25 | 59.7% | — | ||
| Q3 25 | 59.5% | 49.5% | ||
| Q2 25 | 59.8% | 55.2% | ||
| Q1 25 | 58.4% | 55.6% | ||
| Q4 24 | 55.5% | 55.3% | ||
| Q3 24 | 54.2% | 56.3% | ||
| Q2 24 | 52.0% | 55.6% | ||
| Q1 24 | — | 56.4% |
营业利润率HAETFX
| Q4 25 | 19.9% | — | ||
| Q3 25 | 17.9% | -44.8% | ||
| Q2 25 | 16.8% | 19.9% | ||
| Q1 25 | 21.6% | 17.9% | ||
| Q4 24 | 16.9% | -13.9% | ||
| Q3 24 | 15.0% | 19.5% | ||
| Q2 24 | 11.8% | 15.6% | ||
| Q1 24 | — | -0.6% |
净利率HAETFX
| Q4 25 | 13.2% | 177.8% | ||
| Q3 25 | 11.8% | -44.8% | ||
| Q2 25 | 10.6% | 15.7% | ||
| Q1 25 | 17.5% | 13.6% | ||
| Q4 24 | 10.8% | -17.2% | ||
| Q3 24 | 9.8% | 14.5% | ||
| Q2 24 | 11.4% | 10.7% | ||
| Q1 24 | — | 2.1% |
每股收益（稀释后）HAETFX
| Q4 25 | $0.95 | $-15.85 | ||
| Q3 25 | $0.81 | $-9.24 | ||
| Q2 25 | $0.70 | $2.77 | ||
| Q1 25 | $1.17 | $2.07 | ||
| Q4 24 | $0.74 | $-2.89 | ||
| Q3 24 | $0.66 | $2.36 | ||
| Q2 24 | $0.74 | $1.69 | ||
| Q1 24 | — | $0.32 |
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 | $378.6M |
| 总债务越低越好 | $1.2B | $2.6B |
| 股东权益账面价值 | $911.5M | $3.1B |
| 总资产 | $2.5B | $6.9B |
| 负债/权益比越低杠杆越低 | 1.34× | 0.85× |
8季度趋势，按日历期对齐
现金及短期投资HAETFX
| Q4 25 | $363.4M | $378.6M | ||
| Q3 25 | $296.4M | $354.0M | ||
| Q2 25 | $292.9M | $253.7M | ||
| Q1 25 | $306.8M | $284.1M | ||
| Q4 24 | $320.8M | $290.2M | ||
| Q3 24 | $299.3M | $243.2M | ||
| Q2 24 | $344.4M | $238.6M | ||
| Q1 24 | — | $237.4M |
总债务HAETFX
| Q4 25 | $1.2B | $2.6B | ||
| Q3 25 | $1.2B | $2.7B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益HAETFX
| Q4 25 | $911.5M | $3.1B | ||
| Q3 25 | $849.2M | $3.8B | ||
| Q2 25 | $882.3M | $4.2B | ||
| Q1 25 | $820.8M | $4.1B | ||
| Q4 24 | $906.9M | $4.3B | ||
| Q3 24 | $878.9M | $4.5B | ||
| Q2 24 | $905.4M | $4.6B | ||
| Q1 24 | — | $4.5B |
总资产HAETFX
| Q4 25 | $2.5B | $6.9B | ||
| Q3 25 | $2.4B | $7.9B | ||
| Q2 25 | $2.5B | $7.4B | ||
| Q1 25 | $2.5B | $7.2B | ||
| Q4 24 | $2.5B | $7.1B | ||
| Q3 24 | $2.5B | $7.5B | ||
| Q2 24 | $2.5B | $7.4B | ||
| Q1 24 | — | $7.5B |
负债/权益比HAETFX
| Q4 25 | 1.34× | 0.85× | ||
| Q3 25 | 1.44× | 0.70× | ||
| Q2 25 | 1.39× | 0.45× | ||
| Q1 25 | 1.49× | 0.47× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $-92.3M |
| 自由现金流经营现金流 - 资本支出 | $87.2M | $-92.9M |
| 自由现金流率自由现金流/营收 | 25.7% | 23.1% |
| 资本支出强度资本支出/营收 | 1.9% | -0.2% |
| 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 | $1.4M |
8季度趋势，按日历期对齐
经营现金流HAETFX
| Q4 25 | $93.6M | $-92.3M | ||
| Q3 25 | $111.3M | $107.8M | ||
| Q2 25 | $17.4M | $7.8M | ||
| Q1 25 | $116.6M | $73.3M | ||
| Q4 24 | $43.8M | $202.6M | ||
| Q3 24 | $48.8M | $231.1M | ||
| Q2 24 | $-27.4M | $91.7M | ||
| Q1 24 | — | $112.8M |
自由现金流HAETFX
| Q4 25 | $87.2M | $-92.9M | ||
| Q3 25 | $106.3M | $77.8M | ||
| Q2 25 | $13.6M | $-26.8M | ||
| Q1 25 | $100.9M | $43.3M | ||
| Q4 24 | $35.2M | $170.6M | ||
| Q3 24 | $39.4M | $209.9M | ||
| Q2 24 | $-33.1M | $56.9M | ||
| Q1 24 | — | $74.4M |
自由现金流率HAETFX
| Q4 25 | 25.7% | 23.1% | ||
| Q3 25 | 32.5% | 8.5% | ||
| Q2 25 | 4.2% | -3.4% | ||
| Q1 25 | 30.5% | 6.2% | ||
| Q4 24 | 10.1% | 21.4% | ||
| Q3 24 | 11.4% | 27.5% | ||
| Q2 24 | -9.8% | 7.6% | ||
| Q1 24 | — | 10.1% |
资本支出强度HAETFX
| Q4 25 | 1.9% | -0.2% | ||
| Q3 25 | 1.5% | 3.3% | ||
| Q2 25 | 1.2% | 4.4% | ||
| Q1 25 | 4.7% | 4.3% | ||
| Q4 24 | 2.5% | 4.0% | ||
| Q3 24 | 2.7% | 2.8% | ||
| Q2 24 | 1.7% | 4.6% | ||
| Q1 24 | — | 5.2% |
现金转化率HAETFX
| Q4 25 | 2.09× | — | ||
| Q3 25 | 2.88× | — | ||
| Q2 25 | 0.51× | 0.06× | ||
| Q1 25 | 2.01× | 0.77× | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.44× | 2.08× | ||
| Q2 24 | -0.71× | 1.15× | ||
| Q1 24 | — | 7.38× |
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% |
TFX
暂无分部数据
