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HAEMONETICS CORP（HAE）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是HAEMONETICS CORP的2.4倍（$814.9M vs $346.4M），Ubiquiti Inc.净利率更高（28.7% vs 28.1%，领先0.6%），Ubiquiti Inc.同比增速更快（35.8% vs 4.8%），Ubiquiti Inc.自由现金流更多（$260.3M vs $209.9M），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% vs 1.5%）
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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
HAE vs UI — 直观对比
营收规模更大
UI
是对方的2.4倍
$346.4M
营收增速更快
UI
高出31.0%
4.8%
净利率更高
UI
高出0.6%
28.1%
自由现金流更多
UI
多$50.4M
$209.9M
两年增速更快
UI
近两年复合增速
1.5%
损益表 — Q4 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $346.4M | $814.9M |
| 净利润 | $97.3M | $233.6M |
| 毛利率 | 57.2% | 45.9% |
| 营业利润率 | 36.1% | 35.9% |
| 净利率 | 28.1% | 28.7% |
| 营收同比 | 4.8% | 35.8% |
| 净利润同比 | — | 70.8% |
| 每股收益（稀释后） | — | $3.86 |
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HAEUI
| Q1 26 | $346.4M | — | ||
| Q4 25 | $339.0M | $814.9M | ||
| Q3 25 | $327.3M | $733.8M | ||
| Q2 25 | $321.4M | $759.2M | ||
| Q1 25 | $330.6M | $664.2M | ||
| Q4 24 | $348.5M | $599.9M | ||
| Q3 24 | $345.5M | $550.3M | ||
| Q2 24 | $336.2M | $507.5M |
净利润HAEUI
| Q1 26 | $97.3M | — | ||
| Q4 25 | $44.7M | $233.6M | ||
| Q3 25 | $38.7M | $207.9M | ||
| Q2 25 | $34.0M | $266.7M | ||
| Q1 25 | $58.0M | $180.4M | ||
| Q4 24 | $37.5M | $136.8M | ||
| Q3 24 | $33.8M | $128.0M | ||
| Q2 24 | $38.4M | $103.8M |
毛利率HAEUI
| Q1 26 | 57.2% | — | ||
| Q4 25 | 59.7% | 45.9% | ||
| Q3 25 | 59.5% | 46.0% | ||
| Q2 25 | 59.8% | 45.1% | ||
| Q1 25 | 58.4% | 44.5% | ||
| Q4 24 | 55.5% | 41.2% | ||
| Q3 24 | 54.2% | 42.1% | ||
| Q2 24 | 52.0% | 40.2% |
营业利润率HAEUI
| Q1 26 | 36.1% | — | ||
| Q4 25 | 19.9% | 35.9% | ||
| Q3 25 | 17.9% | 35.7% | ||
| Q2 25 | 16.8% | 34.4% | ||
| Q1 25 | 21.6% | 34.2% | ||
| Q4 24 | 16.9% | 29.8% | ||
| Q3 24 | 15.0% | 30.7% | ||
| Q2 24 | 11.8% | 27.3% |
净利率HAEUI
| Q1 26 | 28.1% | — | ||
| Q4 25 | 13.2% | 28.7% | ||
| Q3 25 | 11.8% | 28.3% | ||
| Q2 25 | 10.6% | 35.1% | ||
| Q1 25 | 17.5% | 27.2% | ||
| Q4 24 | 10.8% | 22.8% | ||
| Q3 24 | 9.8% | 23.3% | ||
| Q2 24 | 11.4% | 20.5% |
每股收益（稀释后）HAEUI
| Q1 26 | — | — | ||
| Q4 25 | $0.95 | $3.86 | ||
| Q3 25 | $0.81 | $3.43 | ||
| Q2 25 | $0.70 | $4.40 | ||
| Q1 25 | $1.17 | $2.98 | ||
| Q4 24 | $0.74 | $2.26 | ||
| Q3 24 | $0.66 | $2.12 | ||
| Q2 24 | $0.74 | $1.72 |
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 | $302.8M |
| 总债务越低越好 | $1.2B | $47.5M |
| 股东权益账面价值 | $796.3M | $1.0B |
| 总资产 | $2.4B | $1.6B |
| 负债/权益比越低杠杆越低 | 1.53× | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资HAEUI
| Q1 26 | $245.4M | — | ||
| Q4 25 | $363.4M | $302.8M | ||
| Q3 25 | $296.4M | $177.2M | ||
| Q2 25 | $292.9M | $149.7M | ||
| Q1 25 | $306.8M | $151.0M | ||
| Q4 24 | $320.8M | $133.1M | ||
| Q3 24 | $299.3M | $165.2M | ||
| Q2 24 | $344.4M | $126.3M |
总债务HAEUI
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $47.5M | ||
| Q3 25 | $1.2B | $133.8M | ||
| Q2 25 | $1.2B | $250.0M | ||
| Q1 25 | $1.2B | $340.0M | ||
| Q4 24 | — | $406.3M | ||
| Q3 24 | — | $552.5M | ||
| Q2 24 | — | $708.1M |
股东权益HAEUI
| Q1 26 | $796.3M | — | ||
| Q4 25 | $911.5M | $1.0B | ||
| Q3 25 | $849.2M | $828.4M | ||
| Q2 25 | $882.3M | $668.3M | ||
| Q1 25 | $820.8M | $436.1M | ||
| Q4 24 | $906.9M | $290.4M | ||
| Q3 24 | $878.9M | $188.1M | ||
| Q2 24 | $905.4M | $95.1M |
总资产HAEUI
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.5B | $1.6B | ||
| Q3 25 | $2.4B | $1.5B | ||
| Q2 25 | $2.5B | $1.5B | ||
| Q1 25 | $2.5B | $1.3B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.5B | $1.2B | ||
| Q2 24 | $2.5B | $1.2B |
负债/权益比HAEUI
| Q1 26 | 1.53× | — | ||
| Q4 25 | 1.34× | 0.05× | ||
| Q3 25 | 1.44× | 0.16× | ||
| Q2 25 | 1.39× | 0.37× | ||
| Q1 25 | 1.49× | 0.78× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | 7.45× |
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 | $263.9M |
| 自由现金流经营现金流 - 资本支出 | $209.9M | $260.3M |
| 自由现金流率自由现金流/营收 | 60.6% | 31.9% |
| 资本支出强度资本支出/营收 | 9.5% | 0.4% |
| 现金转化率经营现金流/净利润 | 3.01× | 1.13× |
| 过去12个月自由现金流最近4个季度 | $417.1M | $699.5M |
8季度趋势，按日历期对齐
经营现金流HAEUI
| Q1 26 | $293.2M | — | ||
| Q4 25 | $93.6M | $263.9M | ||
| Q3 25 | $111.3M | $198.5M | ||
| Q2 25 | $17.4M | $130.4M | ||
| Q1 25 | $116.6M | $123.6M | ||
| Q4 24 | $43.8M | $152.4M | ||
| Q3 24 | $48.8M | $233.7M | ||
| Q2 24 | $-27.4M | $231.4M |
自由现金流HAEUI
| Q1 26 | $209.9M | — | ||
| Q4 25 | $87.2M | $260.3M | ||
| Q3 25 | $106.3M | $193.3M | ||
| Q2 25 | $13.6M | $125.2M | ||
| Q1 25 | $100.9M | $120.7M | ||
| Q4 24 | $35.2M | $150.4M | ||
| Q3 24 | $39.4M | $231.1M | ||
| Q2 24 | $-33.1M | $229.5M |
自由现金流率HAEUI
| Q1 26 | 60.6% | — | ||
| Q4 25 | 25.7% | 31.9% | ||
| Q3 25 | 32.5% | 26.3% | ||
| Q2 25 | 4.2% | 16.5% | ||
| Q1 25 | 30.5% | 18.2% | ||
| Q4 24 | 10.1% | 25.1% | ||
| Q3 24 | 11.4% | 42.0% | ||
| Q2 24 | -9.8% | 45.2% |
资本支出强度HAEUI
| Q1 26 | 9.5% | — | ||
| Q4 25 | 1.9% | 0.4% | ||
| Q3 25 | 1.5% | 0.7% | ||
| Q2 25 | 1.2% | 0.7% | ||
| Q1 25 | 4.7% | 0.4% | ||
| Q4 24 | 2.5% | 0.3% | ||
| Q3 24 | 2.7% | 0.5% | ||
| Q2 24 | 1.7% | 0.4% |
现金转化率HAEUI
| Q1 26 | 3.01× | — | ||
| Q4 25 | 2.09× | 1.13× | ||
| Q3 25 | 2.88× | 0.95× | ||
| Q2 25 | 0.51× | 0.49× | ||
| Q1 25 | 2.01× | 0.68× | ||
| Q4 24 | 1.17× | 1.11× | ||
| Q3 24 | 1.44× | 1.83× | ||
| Q2 24 | -0.71× | 2.23× |
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% |
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
