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Inogen Inc（INGN）与捷迈邦美（ZBH）财务数据对比。点击上方公司名可切换其他公司
捷迈邦美的季度营收约是Inogen Inc的32.7倍（$2.2B vs $68.6M）。捷迈邦美同比增速更快（10.9% vs 3.4%）。捷迈邦美自由现金流更多（$442.6M vs $-1.9M）。过去两年捷迈邦美的营收复合增速更高（9.0% vs 4.2%）
Inogen Inc是一家专注于呼吸医疗设备领域的医疗科技企业，主要研发、生产和销售便携式制氧机及配套呼吸护理产品，面向北美、欧洲等地区需要长期氧疗的慢性呼吸系统疾病患者，服务居家及出行场景，提升用户生活质量。
捷迈邦美是一家美国上市的医疗设备企业，1927年成立，最初以生产铝制夹板为核心业务，总部设于印第安纳州华沙市，是当地医疗设备产业集群的核心成员，在全球骨科医疗器械领域拥有较高知名度。
INGN vs ZBH — 直观对比
营收规模更大
ZBH
是对方的32.7倍
$68.6M
营收增速更快
ZBH
高出7.5%
3.4%
自由现金流更多
ZBH
多$444.5M
$-1.9M
两年增速更快
ZBH
近两年复合增速
4.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $68.6M | $2.2B |
| 净利润 | — | $139.4M |
| 毛利率 | 51.4% | 64.7% |
| 营业利润率 | -13.6% | 6.9% |
| 净利率 | — | 6.2% |
| 营收同比 | 3.4% | 10.9% |
| 净利润同比 | — | -41.8% |
| 每股收益（稀释后） | $-0.26 | $0.71 |
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INGNZBH
| Q4 25 | $68.6M | $2.2B | ||
| Q3 25 | $79.1M | $2.0B | ||
| Q2 25 | $79.2M | $2.1B | ||
| Q1 25 | $68.5M | $1.9B | ||
| Q4 24 | $66.3M | $2.0B | ||
| Q3 24 | $74.9M | $1.8B | ||
| Q2 24 | $74.4M | $1.9B | ||
| Q1 24 | $63.1M | $1.9B |
净利润INGNZBH
| Q4 25 | — | $139.4M | ||
| Q3 25 | $-5.3M | $230.9M | ||
| Q2 25 | $-4.2M | $152.8M | ||
| Q1 25 | $-6.2M | $182.0M | ||
| Q4 24 | — | $239.5M | ||
| Q3 24 | $-6.0M | $249.1M | ||
| Q2 24 | $-5.6M | $242.8M | ||
| Q1 24 | $-14.6M | $172.4M |
毛利率INGNZBH
| Q4 25 | 51.4% | 64.7% | ||
| Q3 25 | 52.2% | 72.1% | ||
| Q2 25 | 52.2% | 71.5% | ||
| Q1 25 | 53.1% | 71.2% | ||
| Q4 24 | 54.7% | 71.0% | ||
| Q3 24 | 55.2% | 70.5% | ||
| Q2 24 | 57.4% | 71.5% | ||
| Q1 24 | 54.5% | 72.9% |
营业利润率INGNZBH
| Q4 25 | -13.6% | 6.9% | ||
| Q3 25 | -9.0% | 17.6% | ||
| Q2 25 | -7.7% | 14.4% | ||
| Q1 25 | -11.2% | 15.3% | ||
| Q4 24 | -17.2% | 19.2% | ||
| Q3 24 | -10.4% | 15.3% | ||
| Q2 24 | -9.5% | 18.1% | ||
| Q1 24 | -25.8% | 14.1% |
净利率INGNZBH
| Q4 25 | — | 6.2% | ||
| Q3 25 | -6.7% | 11.5% | ||
| Q2 25 | -5.2% | 7.4% | ||
| Q1 25 | -9.0% | 9.5% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | -8.0% | 13.7% | ||
| Q2 24 | -7.5% | 12.5% | ||
| Q1 24 | -23.1% | 9.1% |
每股收益（稀释后）INGNZBH
| Q4 25 | $-0.26 | $0.71 | ||
| Q3 25 | $-0.20 | $1.16 | ||
| Q2 25 | $-0.15 | $0.77 | ||
| Q1 25 | $-0.25 | $0.91 | ||
| Q4 24 | $-0.41 | $1.18 | ||
| Q3 24 | $-0.25 | $1.23 | ||
| Q2 24 | $-0.24 | $1.18 | ||
| Q1 24 | $-0.62 | $0.84 |
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 | $103.7M | $591.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $192.2M | $12.7B |
| 总资产 | $298.6M | $23.1B |
| 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INGNZBH
| Q4 25 | $103.7M | $591.9M | ||
| Q3 25 | $106.5M | $1.3B | ||
| Q2 25 | $103.7M | $556.9M | ||
| Q1 25 | $118.9M | $1.4B | ||
| Q4 24 | $113.8M | $525.5M | ||
| Q3 24 | $105.7M | $569.0M | ||
| Q2 24 | $97.9M | $420.1M | ||
| Q1 24 | $107.4M | $393.0M |
股东权益INGNZBH
| Q4 25 | $192.2M | $12.7B | ||
| Q3 25 | $197.2M | $12.8B | ||
| Q2 25 | $199.5M | $12.5B | ||
| Q1 25 | $198.0M | $12.4B | ||
| Q4 24 | $173.9M | $12.5B | ||
| Q3 24 | $185.4M | $12.4B | ||
| Q2 24 | $187.6M | $12.7B | ||
| Q1 24 | $191.9M | $12.6B |
总资产INGNZBH
| Q4 25 | $298.6M | $23.1B | ||
| Q3 25 | $307.0M | $23.5B | ||
| Q2 25 | $312.0M | $22.9B | ||
| Q1 25 | $308.4M | $22.2B | ||
| Q4 24 | $296.2M | $21.4B | ||
| Q3 24 | $306.2M | $21.7B | ||
| Q2 24 | $308.9M | $21.5B | ||
| Q1 24 | $315.6M | $21.5B |
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 | $-943.0K | $517.4M |
| 自由现金流经营现金流 - 资本支出 | $-1.9M | $442.6M |
| 自由现金流率自由现金流/营收 | -2.8% | 19.7% |
| 资本支出强度资本支出/营收 | 1.4% | 3.3% |
| 现金转化率经营现金流/净利润 | — | 3.71× |
| 过去12个月自由现金流最近4个季度 | $-13.7M | $1.5B |
8季度趋势，按日历期对齐
经营现金流INGNZBH
| Q4 25 | $-943.0K | $517.4M | ||
| Q3 25 | $2.2M | $418.7M | ||
| Q2 25 | $4.3M | $378.2M | ||
| Q1 25 | $-16.8M | $382.8M | ||
| Q4 24 | $-3.0M | $506.3M | ||
| Q3 24 | $7.0M | $395.7M | ||
| Q2 24 | $6.7M | $369.4M | ||
| Q1 24 | $-4.7M | $228.0M |
自由现金流INGNZBH
| Q4 25 | $-1.9M | $442.6M | ||
| Q3 25 | $1.6M | $363.7M | ||
| Q2 25 | $3.7M | $328.1M | ||
| Q1 25 | $-17.1M | $338.2M | ||
| Q4 24 | $-3.3M | $454.8M | ||
| Q3 24 | $5.3M | $351.2M | ||
| Q2 24 | $6.6M | $316.7M | ||
| Q1 24 | $-6.1M | $172.9M |
自由现金流率INGNZBH
| Q4 25 | -2.8% | 19.7% | ||
| Q3 25 | 2.0% | 18.2% | ||
| Q2 25 | 4.6% | 15.8% | ||
| Q1 25 | -24.9% | 17.7% | ||
| Q4 24 | -5.0% | 22.5% | ||
| Q3 24 | 7.1% | 19.3% | ||
| Q2 24 | 8.9% | 16.3% | ||
| Q1 24 | -9.6% | 9.2% |
资本支出强度INGNZBH
| Q4 25 | 1.4% | 3.3% | ||
| Q3 25 | 0.7% | 2.7% | ||
| Q2 25 | 0.9% | 2.4% | ||
| Q1 25 | 0.4% | 2.3% | ||
| Q4 24 | 0.5% | 2.5% | ||
| Q3 24 | 2.2% | 2.4% | ||
| Q2 24 | 0.1% | 2.7% | ||
| Q1 24 | 2.1% | 2.9% |
现金转化率INGNZBH
| Q4 25 | — | 3.71× | ||
| Q3 25 | — | 1.81× | ||
| Q2 25 | — | 2.48× | ||
| Q1 25 | — | 2.10× | ||
| Q4 24 | — | 2.11× | ||
| Q3 24 | — | 1.59× | ||
| Q2 24 | — | 1.52× | ||
| Q1 24 | — | 1.32× |
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
INGN
暂无分部数据
ZBH
| Knees | $911.0M | 41% |
| SET | $587.6M | 26% |
| Hips | $555.4M | 25% |
| Technology And Data Bone Cement And Surgical | $189.8M | 8% |
