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哈贝尔（HUBB）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哈贝尔的1.9倍（$2.8B vs $1.5B），直觉外科净利率更高（29.8% vs 14.6%，领先15.2%），直觉外科同比增速更快（23.0% vs 11.9%），过去两年直觉外科的营收复合增速更高（17.4% vs 3.3%）
哈贝尔（Hubbell Incorporated）是总部位于美国康涅狄格州谢尔顿的企业，由哈维·哈贝尔于1888年创立，1905年在康涅狄格州正式注册。公司主营电气及电子产品的设计、生产与销售，产品广泛应用于住宅、非住宅建筑、工业及公用事业等多个领域。
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。
HUBB vs ISRG — 直观对比
营收规模更大
ISRG
是对方的1.9倍
$1.5B
营收增速更快
ISRG
高出11.1%
11.9%
净利率更高
ISRG
高出15.2%
14.6%
两年增速更快
ISRG
近两年复合增速
3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $2.8B |
| 净利润 | $217.7M | $826.0M |
| 毛利率 | 34.6% | 66.1% |
| 营业利润率 | 20.3% | — |
| 净利率 | 14.6% | 29.8% |
| 营收同比 | 11.9% | 23.0% |
| 净利润同比 | 10.5% | 17.4% |
| 每股收益（稀释后） | $4.06 | $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HUBBISRG
| Q1 26 | — | $2.8B | ||
| Q4 25 | $1.5B | $2.9B | ||
| Q3 25 | $1.5B | $2.5B | ||
| Q2 25 | $1.5B | $2.4B | ||
| Q1 25 | $1.4B | $2.3B | ||
| Q4 24 | $1.3B | $2.4B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.5B | $2.0B |
净利润HUBBISRG
| Q1 26 | — | $826.0M | ||
| Q4 25 | $217.7M | $794.8M | ||
| Q3 25 | $255.5M | $704.4M | ||
| Q2 25 | $244.2M | $658.4M | ||
| Q1 25 | $169.7M | $698.4M | ||
| Q4 24 | $197.0M | $685.7M | ||
| Q3 24 | $219.4M | $565.1M | ||
| Q2 24 | $213.6M | $526.9M |
毛利率HUBBISRG
| Q1 26 | — | 66.1% | ||
| Q4 25 | 34.6% | 66.4% | ||
| Q3 25 | 36.2% | 66.4% | ||
| Q2 25 | 37.2% | 66.3% | ||
| Q1 25 | 33.1% | 64.7% | ||
| Q4 24 | 33.8% | 68.0% | ||
| Q3 24 | 34.5% | 67.4% | ||
| Q2 24 | 35.0% | 68.3% |
营业利润率HUBBISRG
| Q1 26 | — | — | ||
| Q4 25 | 20.3% | 30.2% | ||
| Q3 25 | 22.0% | 30.3% | ||
| Q2 25 | 22.7% | 30.5% | ||
| Q1 25 | 17.5% | 25.7% | ||
| Q4 24 | 19.3% | 30.4% | ||
| Q3 24 | 21.1% | 28.3% | ||
| Q2 24 | 20.7% | 28.2% |
净利率HUBBISRG
| Q1 26 | — | 29.8% | ||
| Q4 25 | 14.6% | 27.7% | ||
| Q3 25 | 17.0% | 28.1% | ||
| Q2 25 | 16.5% | 27.0% | ||
| Q1 25 | 12.4% | 31.0% | ||
| Q4 24 | 14.8% | 28.4% | ||
| Q3 24 | 15.2% | 27.7% | ||
| Q2 24 | 14.7% | 26.2% |
每股收益（稀释后）HUBBISRG
| Q1 26 | — | $2.28 | ||
| Q4 25 | $4.06 | $2.19 | ||
| Q3 25 | $4.77 | $1.95 | ||
| Q2 25 | $4.56 | $1.81 | ||
| Q1 25 | $3.15 | $1.92 | ||
| Q4 24 | $3.65 | $1.89 | ||
| Q3 24 | $4.05 | $1.56 | ||
| Q2 24 | $3.94 | $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 | $497.9M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.8B | $17.6B |
| 总资产 | $8.2B | $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HUBBISRG
| Q1 26 | — | — | ||
| Q4 25 | $497.9M | $5.9B | ||
| Q3 25 | $680.9M | $4.9B | ||
| Q2 25 | $399.6M | $5.3B | ||
| Q1 25 | $360.3M | $4.5B | ||
| Q4 24 | $345.0M | $4.0B | ||
| Q3 24 | $445.6M | $4.2B | ||
| Q2 24 | $406.5M | $4.8B |
总债务HUBBISRG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.9B | — |
股东权益HUBBISRG
| Q1 26 | — | $17.6B | ||
| Q4 25 | $3.8B | $17.8B | ||
| Q3 25 | $3.7B | $16.9B | ||
| Q2 25 | $3.5B | $17.8B | ||
| Q1 25 | $3.3B | $17.1B | ||
| Q4 24 | $3.3B | $16.4B | ||
| Q3 24 | $3.2B | $15.6B | ||
| Q2 24 | $3.1B | $14.7B |
总资产HUBBISRG
| Q1 26 | — | $20.1B | ||
| Q4 25 | $8.2B | $20.5B | ||
| Q3 25 | $7.5B | $19.4B | ||
| Q2 25 | $7.1B | $20.2B | ||
| Q1 25 | $6.9B | $19.2B | ||
| Q4 24 | $6.7B | $18.7B | ||
| Q3 24 | $6.9B | $17.7B | ||
| Q2 24 | $6.9B | $16.6B |
负债/权益比HUBBISRG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.39× | — | ||
| Q2 25 | 0.41× | — | ||
| Q1 25 | 0.44× | — | ||
| Q4 24 | 0.44× | — | ||
| Q3 24 | 0.51× | — | ||
| Q2 24 | 0.63× | — |
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 | $447.5M | — |
| 自由现金流经营现金流 - 资本支出 | $388.8M | — |
| 自由现金流率自由现金流/营收 | 26.0% | — |
| 资本支出强度资本支出/营收 | 3.9% | — |
| 现金转化率经营现金流/净利润 | 2.06× | — |
| 过去12个月自由现金流最近4个季度 | $874.7M | — |
8季度趋势，按日历期对齐
经营现金流HUBBISRG
| Q1 26 | — | — | ||
| Q4 25 | $447.5M | $892.5M | ||
| Q3 25 | $284.3M | $841.0M | ||
| Q2 25 | $260.6M | $715.4M | ||
| Q1 25 | $37.4M | $581.6M | ||
| Q4 24 | $432.4M | $822.6M | ||
| Q3 24 | $227.0M | $706.5M | ||
| Q2 24 | $239.6M | $620.5M |
自由现金流HUBBISRG
| Q1 26 | — | — | ||
| Q4 25 | $388.8M | $730.0M | ||
| Q3 25 | $253.8M | $735.6M | ||
| Q2 25 | $220.7M | $560.1M | ||
| Q1 25 | $11.4M | $465.0M | ||
| Q4 24 | $364.4M | $510.6M | ||
| Q3 24 | $188.8M | $458.6M | ||
| Q2 24 | $205.7M | $311.1M |
自由现金流率HUBBISRG
| Q1 26 | — | — | ||
| Q4 25 | 26.0% | 25.5% | ||
| Q3 25 | 16.9% | 29.4% | ||
| Q2 25 | 14.9% | 23.0% | ||
| Q1 25 | 0.8% | 20.6% | ||
| Q4 24 | 27.3% | 21.2% | ||
| Q3 24 | 13.1% | 22.5% | ||
| Q2 24 | 14.2% | 15.5% |
资本支出强度HUBBISRG
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 5.7% | ||
| Q3 25 | 2.0% | 4.2% | ||
| Q2 25 | 2.7% | 6.4% | ||
| Q1 25 | 1.9% | 5.2% | ||
| Q4 24 | 5.1% | 12.9% | ||
| Q3 24 | 2.6% | 12.2% | ||
| Q2 24 | 2.3% | 15.4% |
现金转化率HUBBISRG
| Q1 26 | — | — | ||
| Q4 25 | 2.06× | 1.12× | ||
| Q3 25 | 1.11× | 1.19× | ||
| Q2 25 | 1.07× | 1.09× | ||
| Q1 25 | 0.22× | 0.83× | ||
| Q4 24 | 2.19× | 1.20× | ||
| Q3 24 | 1.03× | 1.25× | ||
| Q2 24 | 1.12× | 1.18× |
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
HUBB
| Grid Infrastructure | $717.0M | 48% |
| Industrial | $393.7M | 26% |
| Grid Automation | $218.9M | 15% |
| Electrical Products | $163.1M | 11% |
ISRG
| Instruments and accessories | $1.7B | 61% |
| Systems | $650.7M | 23% |
| Services | $433.7M | 16% |
