vs
赫兹(HTZ)与直觉外科(ISRG)财务数据对比。点击上方公司名可切换其他公司
直觉外科的季度营收约是赫兹的1.4倍($2.8B vs $2.0B),直觉外科净利率更高(29.8% vs -16.6%,领先46.4%),直觉外科同比增速更快(23.0% vs 11.0%),过去两年直觉外科的营收复合增速更高(17.4% vs -7.7%)
赫兹全球控股是美国知名汽车租赁企业,总部位于佛罗里达州埃斯特罗。公司运营赫兹同名核心品牌,同时拥有Dollar、Firefly、Thrifty等多个汽车租赁子品牌,业务覆盖全球广泛市场,为客户提供多元出行租赁解决方案。
直觉外科(Intuitive Surgical)是美国医疗科技企业,主打研发、生产及销售微创外科手术机器人产品,核心产品为达芬奇手术系统,可有效提升患者临床治疗效果。该公司为纳斯达克100、标普100及标普500指数成分股,截至2021年末全球达芬奇系统装机量达6730台,其中美国市场占4139台。
HTZ vs ISRG — 直观对比
营收规模更大
ISRG
是对方的1.4倍
$2.0B
营收增速更快
ISRG
高出12.0%
11.0%
净利率更高
ISRG
高出46.4%
-16.6%
两年增速更快
ISRG
近两年复合增速
-7.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $2.8B |
| 净利润 | $-333.0M | $826.0M |
| 毛利率 | — | 66.1% |
| 营业利润率 | — | 64.8% |
| 净利率 | -16.6% | 29.8% |
| 营收同比 | 11.0% | 23.0% |
| 净利润同比 | 24.8% | 17.4% |
| 每股收益(稀释后) | $-1.06 | $2.28 |
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
HTZ
ISRG
| Q1 26 | $2.0B | $2.8B | ||
| Q4 25 | $2.0B | $2.9B | ||
| Q3 25 | $2.5B | $2.5B | ||
| Q2 25 | $2.2B | $2.4B | ||
| Q1 25 | $1.8B | $2.3B | ||
| Q4 24 | $2.0B | $2.4B | ||
| Q3 24 | $2.6B | $2.0B | ||
| Q2 24 | $2.4B | $2.0B |
净利润
HTZ
ISRG
| Q1 26 | $-333.0M | $826.0M | ||
| Q4 25 | $-194.0M | $794.8M | ||
| Q3 25 | $184.0M | $704.4M | ||
| Q2 25 | $-294.0M | $658.4M | ||
| Q1 25 | $-443.0M | $698.4M | ||
| Q4 24 | $-479.0M | $685.7M | ||
| Q3 24 | $-1.3B | $565.1M | ||
| Q2 24 | $-865.0M | $526.9M |
毛利率
HTZ
ISRG
| Q1 26 | — | 66.1% | ||
| Q4 25 | — | 66.4% | ||
| Q3 25 | — | 66.4% | ||
| Q2 25 | — | 66.3% | ||
| Q1 25 | — | 64.7% | ||
| Q4 24 | — | 68.0% | ||
| Q3 24 | — | 67.4% | ||
| Q2 24 | — | 68.3% |
营业利润率
HTZ
ISRG
| Q1 26 | — | 64.8% | ||
| Q4 25 | -11.0% | 30.2% | ||
| Q3 25 | 9.4% | 30.3% | ||
| Q2 25 | -14.5% | 30.5% | ||
| Q1 25 | -29.0% | 25.7% | ||
| Q4 24 | -27.6% | 30.4% | ||
| Q3 24 | -62.9% | 28.3% | ||
| Q2 24 | -20.1% | 28.2% |
净利率
HTZ
ISRG
| Q1 26 | -16.6% | 29.8% | ||
| Q4 25 | -9.6% | 27.7% | ||
| Q3 25 | 7.4% | 28.1% | ||
| Q2 25 | -13.5% | 27.0% | ||
| Q1 25 | -24.4% | 31.0% | ||
| Q4 24 | -23.5% | 28.4% | ||
| Q3 24 | -51.7% | 27.7% | ||
| Q2 24 | -36.8% | 26.2% |
每股收益(稀释后)
HTZ
ISRG
| Q1 26 | $-1.06 | $2.28 | ||
| Q4 25 | $-0.46 | $2.19 | ||
| Q3 25 | $0.42 | $1.95 | ||
| Q2 25 | $-0.95 | $1.81 | ||
| Q1 25 | $-1.44 | $1.92 | ||
| Q4 24 | $-1.57 | $1.89 | ||
| Q3 24 | $-4.34 | $1.56 | ||
| Q2 24 | $-2.82 | $1.46 |
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 | $583.0M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $17.6B |
| 总资产 | $23.3B | $20.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
HTZ
ISRG
| Q1 26 | $583.0M | — | ||
| Q4 25 | $565.0M | $5.9B | ||
| Q3 25 | $1.1B | $4.9B | ||
| Q2 25 | $503.0M | $5.3B | ||
| Q1 25 | $626.0M | $4.5B | ||
| Q4 24 | $592.0M | $4.0B | ||
| Q3 24 | $501.0M | $4.2B | ||
| Q2 24 | $568.0M | $4.8B |
股东权益
HTZ
ISRG
| Q1 26 | — | $17.6B | ||
| Q4 25 | $-459.0M | $17.8B | ||
| Q3 25 | $-317.0M | $16.9B | ||
| Q2 25 | $-504.0M | $17.8B | ||
| Q1 25 | $-262.0M | $17.1B | ||
| Q4 24 | $153.0M | $16.4B | ||
| Q3 24 | $681.0M | $15.6B | ||
| Q2 24 | $2.0B | $14.7B |
总资产
HTZ
ISRG
| Q1 26 | $23.3B | $20.1B | ||
| Q4 25 | $22.3B | $20.5B | ||
| Q3 25 | $23.0B | $19.4B | ||
| Q2 25 | $23.1B | $20.2B | ||
| Q1 25 | $22.0B | $19.2B | ||
| Q4 24 | $21.8B | $18.7B | ||
| Q3 24 | $23.0B | $17.7B | ||
| Q2 24 | $25.2B | $16.6B |
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
HTZ
暂无分部数据
ISRG
| Instruments and accessories | $1.7B | 61% |
| Systems | $650.7M | 23% |
| Services | $433.7M | 16% |