vs
豪洛捷（HOLX）与Cloudflare, Inc.（NET）财务数据对比。点击上方公司名可切换其他公司
豪洛捷的季度营收约是Cloudflare, Inc.的1.7倍（$1.0B vs $614.5M），豪洛捷净利率更高（17.1% vs -2.0%，领先19.1%），Cloudflare, Inc.同比增速更快（33.6% vs 2.5%），豪洛捷自由现金流更多（$215.2M vs $105.2M），过去两年Cloudflare, Inc.的营收复合增速更高（27.4% vs 1.5%）
豪洛捷是一家总部位于美国的医疗科技企业，核心业务聚焦女性健康领域，旗下产品涵盖诊断、外科手术及医学影像类专业医疗设备，为全球各地的医疗场景提供优质技术与产品支持。
Cloudflare是总部位于美国加利福尼亚州旧金山的科技企业，提供内容分发网络（CDN）、云网络安全、DDoS防护等多元互联网服务，同时是ICANN认证的域名注册商。其服务作为网站访客与客户托管服务商之间的反向代理，可有效提升访问性能，抵御恶意流量。
HOLX vs NET — 直观对比
营收规模更大
HOLX
是对方的1.7倍
$614.5M
营收增速更快
NET
高出31.1%
2.5%
净利率更高
HOLX
高出19.1%
-2.0%
自由现金流更多
HOLX
多$110.0M
$105.2M
两年增速更快
NET
近两年复合增速
1.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $614.5M |
| 净利润 | $179.1M | $-12.1M |
| 毛利率 | 56.0% | 73.6% |
| 营业利润率 | 22.6% | -8.0% |
| 净利率 | 17.1% | -2.0% |
| 营收同比 | 2.5% | 33.6% |
| 净利润同比 | -10.9% | 6.0% |
| 每股收益（稀释后） | $0.79 | $-0.03 |
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HOLXNET
| Q4 25 | $1.0B | $614.5M | ||
| Q3 25 | $1.0B | $562.0M | ||
| Q2 25 | $1.0B | $512.3M | ||
| Q1 25 | $1.0B | $479.1M | ||
| Q4 24 | $1.0B | $459.9M | ||
| Q3 24 | $988.0M | $430.1M | ||
| Q2 24 | $1.0B | $401.0M | ||
| Q1 24 | $1.0B | $378.6M |
净利润HOLXNET
| Q4 25 | $179.1M | $-12.1M | ||
| Q3 25 | $187.2M | $-1.3M | ||
| Q2 25 | $194.9M | $-50.4M | ||
| Q1 25 | $-17.4M | $-38.5M | ||
| Q4 24 | $201.0M | $-12.8M | ||
| Q3 24 | $178.6M | $-15.3M | ||
| Q2 24 | $194.5M | $-15.1M | ||
| Q1 24 | $169.9M | $-35.5M |
毛利率HOLXNET
| Q4 25 | 56.0% | 73.6% | ||
| Q3 25 | 55.6% | 74.0% | ||
| Q2 25 | 56.3% | 74.9% | ||
| Q1 25 | 37.5% | 75.9% | ||
| Q4 24 | 56.8% | 76.4% | ||
| Q3 24 | 56.4% | 77.7% | ||
| Q2 24 | 55.4% | 77.8% | ||
| Q1 24 | 53.3% | 77.5% |
营业利润率HOLXNET
| Q4 25 | 22.6% | -8.0% | ||
| Q3 25 | 22.6% | -6.7% | ||
| Q2 25 | 24.9% | -13.1% | ||
| Q1 25 | -0.7% | -11.1% | ||
| Q4 24 | 22.5% | -7.5% | ||
| Q3 24 | 23.3% | -7.2% | ||
| Q2 24 | 24.1% | -8.7% | ||
| Q1 24 | 20.7% | -14.4% |
净利率HOLXNET
| Q4 25 | 17.1% | -2.0% | ||
| Q3 25 | 17.8% | -0.2% | ||
| Q2 25 | 19.0% | -9.8% | ||
| Q1 25 | -1.7% | -8.0% | ||
| Q4 24 | 19.7% | -2.8% | ||
| Q3 24 | 18.1% | -3.6% | ||
| Q2 24 | 19.2% | -3.8% | ||
| Q1 24 | 16.7% | -9.4% |
每股收益（稀释后）HOLXNET
| Q4 25 | $0.79 | $-0.03 | ||
| Q3 25 | $0.84 | $0.00 | ||
| Q2 25 | $0.86 | $-0.15 | ||
| Q1 25 | $-0.08 | $-0.11 | ||
| Q4 24 | $0.87 | $-0.05 | ||
| Q3 24 | $0.75 | $-0.04 | ||
| Q2 24 | $0.82 | $-0.04 | ||
| Q1 24 | $0.72 | $-0.10 |
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 | $2.4B | $943.5M |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $5.2B | $1.5B |
| 总资产 | $9.2B | $6.0B |
| 负债/权益比越低杠杆越低 | 0.48× | — |
8季度趋势，按日历期对齐
现金及短期投资HOLXNET
| Q4 25 | $2.4B | $943.5M | ||
| Q3 25 | $2.2B | $1.1B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $1.6B | $204.5M | ||
| Q4 24 | $2.0B | $147.7M | ||
| Q3 24 | $2.3B | $182.9M | ||
| Q2 24 | $2.4B | $157.0M | ||
| Q1 24 | $2.2B | $254.4M |
总债务HOLXNET
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.5B | — | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.6B | — |
股东权益HOLXNET
| Q4 25 | $5.2B | $1.5B | ||
| Q3 25 | $5.0B | $1.3B | ||
| Q2 25 | $4.8B | $1.2B | ||
| Q1 25 | $4.6B | $1.4B | ||
| Q4 24 | $4.8B | $1.0B | ||
| Q3 24 | $5.1B | $973.1M | ||
| Q2 24 | $5.0B | $881.5M | ||
| Q1 24 | $4.8B | $797.2M |
总资产HOLXNET
| Q4 25 | $9.2B | $6.0B | ||
| Q3 25 | $9.0B | $5.8B | ||
| Q2 25 | $8.8B | $5.6B | ||
| Q1 25 | $8.5B | $3.7B | ||
| Q4 24 | $8.7B | $3.3B | ||
| Q3 24 | $9.2B | $3.1B | ||
| Q2 24 | $8.9B | $2.9B | ||
| Q1 24 | $8.7B | $2.8B |
负债/权益比HOLXNET
| Q4 25 | 0.48× | — | ||
| Q3 25 | 0.50× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.55× | — | ||
| Q4 24 | 0.53× | — | ||
| Q3 24 | 0.49× | — | ||
| Q2 24 | 0.51× | — | ||
| Q1 24 | 0.53× | — |
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 | $229.9M | $190.4M |
| 自由现金流经营现金流 - 资本支出 | $215.2M | $105.2M |
| 自由现金流率自由现金流/营收 | 20.5% | 17.1% |
| 资本支出强度资本支出/营收 | 1.4% | 13.9% |
| 现金转化率经营现金流/净利润 | 1.28× | — |
| 过去12个月自由现金流最近4个季度 | $1.0B | $287.5M |
8季度趋势，按日历期对齐
经营现金流HOLXNET
| Q4 25 | $229.9M | $190.4M | ||
| Q3 25 | $355.1M | $167.1M | ||
| Q2 25 | $343.3M | $99.8M | ||
| Q1 25 | $169.4M | $145.8M | ||
| Q4 24 | $189.3M | $127.3M | ||
| Q3 24 | $367.0M | $104.7M | ||
| Q2 24 | $405.8M | $74.8M | ||
| Q1 24 | $292.4M | $73.6M |
自由现金流HOLXNET
| Q4 25 | $215.2M | $105.2M | ||
| Q3 25 | $341.4M | $82.5M | ||
| Q2 25 | $330.5M | $39.9M | ||
| Q1 25 | $153.9M | $59.9M | ||
| Q4 24 | $172.5M | $54.2M | ||
| Q3 24 | $350.6M | $54.5M | ||
| Q2 24 | $385.3M | $45.2M | ||
| Q1 24 | $279.6M | $41.5M |
自由现金流率HOLXNET
| Q4 25 | 20.5% | 17.1% | ||
| Q3 25 | 32.5% | 14.7% | ||
| Q2 25 | 32.3% | 7.8% | ||
| Q1 25 | 15.3% | 12.5% | ||
| Q4 24 | 16.9% | 11.8% | ||
| Q3 24 | 35.5% | 12.7% | ||
| Q2 24 | 38.1% | 11.3% | ||
| Q1 24 | 27.5% | 11.0% |
资本支出强度HOLXNET
| Q4 25 | 1.4% | 13.9% | ||
| Q3 25 | 1.3% | 15.1% | ||
| Q2 25 | 1.3% | 11.7% | ||
| Q1 25 | 1.5% | 17.9% | ||
| Q4 24 | 1.6% | 15.9% | ||
| Q3 24 | 1.7% | 11.7% | ||
| Q2 24 | 2.0% | 7.4% | ||
| Q1 24 | 1.3% | 8.5% |
现金转化率HOLXNET
| Q4 25 | 1.28× | — | ||
| Q3 25 | 1.90× | — | ||
| Q2 25 | 1.76× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.94× | — | ||
| Q3 24 | 2.05× | — | ||
| Q2 24 | 2.09× | — | ||
| Q1 24 | 1.72× | — |
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
HOLX
| Molecular Diagnostics | $255.3M | 24% |
| Breast Imaging | $219.9M | 21% |
| Services | $216.4M | 21% |
| Capital Equipment Componentsand Software | $187.2M | 18% |
| Cytology Perinatal | $76.0M | 7% |
| Interventional Breast Solutions | $71.2M | 7% |
| Blood Screening | $8.4M | 1% |
| Other Typeof Revenue | $5.4M | 1% |
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
