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HAEMONETICS CORP(HAE)与世纪互联(VNET)财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是HAEMONETICS CORP的1.1倍($362.7M vs $339.0M),HAEMONETICS CORP净利率更高(13.2% vs -10.7%,领先23.9%),HAEMONETICS CORP自由现金流更多($87.2M vs $-193.1M),过去两年世纪互联的营收复合增速更高(17.4% vs 0.4%)
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。
VNET Group即世纪互联,是中国领先的第三方中立数据中心服务商,提供机柜托管、云基础设施、混合云部署及网络管理等解决方案,服务覆盖科技、金融、零售等多领域企业客户,为企业数字化运营提供稳定的算力与网络支撑。
HAE vs VNET — 直观对比
营收规模更大
VNET
是对方的1.1倍
$339.0M
净利率更高
HAE
高出23.9%
-10.7%
自由现金流更多
HAE
多$280.3M
$-193.1M
两年增速更快
VNET
近两年复合增速
0.4%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $339.0M | $362.7M |
| 净利润 | $44.7M | $-38.7M |
| 毛利率 | 59.7% | 20.9% |
| 营业利润率 | 19.9% | 0.5% |
| 净利率 | 13.2% | -10.7% |
| 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
VNET
| Q4 25 | $339.0M | — | ||
| Q3 25 | $327.3M | $362.7M | ||
| Q2 25 | $321.4M | — | ||
| Q1 25 | $330.6M | $309.5M | ||
| Q4 24 | $348.5M | — | ||
| Q3 24 | $345.5M | $302.2M | ||
| Q2 24 | $336.2M | $274.4M | ||
| Q1 24 | — | $262.9M |
净利润
HAE
VNET
| Q4 25 | $44.7M | — | ||
| Q3 25 | $38.7M | $-38.7M | ||
| Q2 25 | $34.0M | — | ||
| Q1 25 | $58.0M | $-2.4M | ||
| Q4 24 | $37.5M | — | ||
| Q3 24 | $33.8M | $-2.1M | ||
| Q2 24 | $38.4M | $-1.1M | ||
| Q1 24 | — | $-22.0M |
毛利率
HAE
VNET
| Q4 25 | 59.7% | — | ||
| Q3 25 | 59.5% | 20.9% | ||
| Q2 25 | 59.8% | — | ||
| Q1 25 | 58.4% | 25.2% | ||
| Q4 24 | 55.5% | — | ||
| Q3 24 | 54.2% | 23.2% | ||
| Q2 24 | 52.0% | 21.3% | ||
| Q1 24 | — | 21.6% |
营业利润率
HAE
VNET
| Q4 25 | 19.9% | — | ||
| Q3 25 | 17.9% | 0.5% | ||
| Q2 25 | 16.8% | — | ||
| Q1 25 | 21.6% | 0.1% | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 15.0% | 24.5% | ||
| Q2 24 | 11.8% | 0.2% | ||
| Q1 24 | — | 0.2% |
净利率
HAE
VNET
| Q4 25 | 13.2% | — | ||
| Q3 25 | 11.8% | -10.7% | ||
| Q2 25 | 10.6% | — | ||
| Q1 25 | 17.5% | -0.8% | ||
| Q4 24 | 10.8% | — | ||
| Q3 24 | 9.8% | -0.7% | ||
| Q2 24 | 11.4% | -0.4% | ||
| Q1 24 | — | -8.4% |
每股收益(稀释后)
HAE
VNET
| Q4 25 | $0.95 | — | ||
| Q3 25 | $0.81 | — | ||
| Q2 25 | $0.70 | — | ||
| Q1 25 | $1.17 | — | ||
| Q4 24 | $0.74 | — | ||
| Q3 24 | $0.66 | — | ||
| Q2 24 | $0.74 | — | ||
| Q1 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 | $363.4M | $492.1M |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $911.5M | $890.8M |
| 总资产 | $2.5B | $6.1B |
| 负债/权益比越低杠杆越低 | 1.34× | — |
8季度趋势,按日历期对齐
现金及短期投资
HAE
VNET
| Q4 25 | $363.4M | — | ||
| Q3 25 | $296.4M | $492.1M | ||
| Q2 25 | $292.9M | — | ||
| Q1 25 | $306.8M | $544.3M | ||
| Q4 24 | $320.8M | — | ||
| Q3 24 | $299.3M | $219.5M | ||
| Q2 24 | $344.4M | $247.2M | ||
| Q1 24 | — | $246.9M |
总债务
HAE
VNET
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
HAE
VNET
| Q4 25 | $911.5M | — | ||
| Q3 25 | $849.2M | $890.8M | ||
| Q2 25 | $882.3M | — | ||
| Q1 25 | $820.8M | $927.8M | ||
| Q4 24 | $906.9M | — | ||
| Q3 24 | $878.9M | $902.9M | ||
| Q2 24 | $905.4M | $900.6M | ||
| Q1 24 | — | $895.1M |
总资产
HAE
VNET
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.4B | $6.1B | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.5B | $5.4B | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.5B | $4.3B | ||
| Q2 24 | $2.5B | $4.0B | ||
| Q1 24 | — | $3.9B |
负债/权益比
HAE
VNET
| Q4 25 | 1.34× | — | ||
| Q3 25 | 1.44× | — | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $87.2M | $-193.1M |
| 自由现金流率自由现金流/营收 | 25.7% | -53.2% |
| 资本支出强度资本支出/营收 | 1.9% | 84.6% |
| 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 | $-589.7M |
8季度趋势,按日历期对齐
经营现金流
HAE
VNET
| Q4 25 | $93.6M | — | ||
| Q3 25 | $111.3M | $113.8M | ||
| Q2 25 | $17.4M | — | ||
| Q1 25 | $116.6M | $27.0M | ||
| Q4 24 | $43.8M | — | ||
| Q3 24 | $48.8M | $108.3M | ||
| Q2 24 | $-27.4M | $55.8M | ||
| Q1 24 | — | $37.1M |
自由现金流
HAE
VNET
| Q4 25 | $87.2M | — | ||
| Q3 25 | $106.3M | $-193.1M | ||
| Q2 25 | $13.6M | — | ||
| Q1 25 | $100.9M | $-220.0M | ||
| Q4 24 | $35.2M | — | ||
| Q3 24 | $39.4M | $-95.0M | ||
| Q2 24 | $-33.1M | $-81.6M | ||
| Q1 24 | — | $-102.2M |
自由现金流率
HAE
VNET
| Q4 25 | 25.7% | — | ||
| Q3 25 | 32.5% | -53.2% | ||
| Q2 25 | 4.2% | — | ||
| Q1 25 | 30.5% | -71.1% | ||
| Q4 24 | 10.1% | — | ||
| Q3 24 | 11.4% | -31.4% | ||
| Q2 24 | -9.8% | -29.8% | ||
| Q1 24 | — | -38.9% |
资本支出强度
HAE
VNET
| Q4 25 | 1.9% | — | ||
| Q3 25 | 1.5% | 84.6% | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 4.7% | 79.8% | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 2.7% | 67.3% | ||
| Q2 24 | 1.7% | 50.1% | ||
| Q1 24 | — | 53.0% |
现金转化率
HAE
VNET
| Q4 25 | 2.09× | — | ||
| Q3 25 | 2.88× | — | ||
| Q2 25 | 0.51× | — | ||
| Q1 25 | 2.01× | — | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.44× | — | ||
| Q2 24 | -0.71× | — | ||
| Q1 24 | — | — |
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% |
VNET
暂无分部数据