vs
InMode Ltd.(INMD)与TransMedics Group, Inc.(TMDX)财务数据对比。点击上方公司名可切换其他公司
TransMedics Group, Inc.的季度营收约是InMode Ltd.的1725.6倍($160.8M vs $93.2K)。TransMedics Group, Inc.净利率更高(65.6% vs 23.5%,领先42.1%)
Mode Media是一家数字生活方式媒体公司,运营着一系列网站平台,平台支持任何用户创作内容,所有内容在发布前都会经过专业编辑审核。2013年该公司筹备首次公开募股时估值约达10亿美元,2015年收入已增长至超1亿美元,收入主要来自为大型品牌提供原生内容、品牌视频与数字广告服务,同期支出也超过了1亿美元。
TransMedics Group, Inc.是一家专注于器官移植领域的医疗科技企业,核心产品器官护理系统可在运输过程中维持捐献器官的活性,提升心、肺、肝、肾移植手术的成功率,服务覆盖北美、欧洲及亚太地区的移植中心与器官获取组织。
INMD vs TMDX — 直观对比
营收规模更大
TMDX
是对方的1725.6倍
$93.2K
净利率更高
TMDX
高出42.1%
23.5%
损益表 — Q3 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $93.2K | $160.8M |
| 净利润 | $21.9K | $105.4M |
| 毛利率 | 77.6% | 58.1% |
| 营业利润率 | — | 13.2% |
| 净利率 | 23.5% | 65.6% |
| 营收同比 | — | 32.2% |
| 净利润同比 | — | 1436.9% |
| 每股收益(稀释后) | — | $2.59 |
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
INMD
TMDX
| Q4 25 | — | $160.8M | ||
| Q3 25 | $93.2K | $143.8M | ||
| Q2 25 | $95.6K | $157.4M | ||
| Q1 25 | $77.9K | $143.5M | ||
| Q4 24 | — | $121.6M | ||
| Q3 24 | $130.2K | $108.8M | ||
| Q2 24 | $86.4K | $114.3M | ||
| Q1 24 | $80.3K | $96.8M |
净利润
INMD
TMDX
| Q4 25 | — | $105.4M | ||
| Q3 25 | $21.9K | $24.3M | ||
| Q2 25 | $26.7K | $34.9M | ||
| Q1 25 | $18.2K | $25.7M | ||
| Q4 24 | — | $6.9M | ||
| Q3 24 | $51.0K | $4.2M | ||
| Q2 24 | $23.8K | $12.2M | ||
| Q1 24 | $23.7K | $12.2M |
毛利率
INMD
TMDX
| Q4 25 | — | 58.1% | ||
| Q3 25 | 77.6% | 58.8% | ||
| Q2 25 | 80.0% | 61.4% | ||
| Q1 25 | 78.2% | 61.5% | ||
| Q4 24 | — | 59.2% | ||
| Q3 24 | 81.5% | 55.9% | ||
| Q2 24 | 80.2% | 60.6% | ||
| Q1 24 | 79.6% | 61.9% |
营业利润率
INMD
TMDX
| Q4 25 | — | 13.2% | ||
| Q3 25 | — | 16.2% | ||
| Q2 25 | — | 23.2% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 10.9% | ||
| Q1 24 | — | 12.8% |
净利率
INMD
TMDX
| Q4 25 | — | 65.6% | ||
| Q3 25 | 23.5% | 16.9% | ||
| Q2 25 | 28.0% | 22.2% | ||
| Q1 25 | 23.4% | 17.9% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | 39.2% | 3.9% | ||
| Q2 24 | 27.6% | 10.7% | ||
| Q1 24 | 29.5% | 12.6% |
每股收益(稀释后)
INMD
TMDX
| Q4 25 | — | $2.59 | ||
| Q3 25 | — | $0.66 | ||
| Q2 25 | — | $0.92 | ||
| Q1 25 | — | $0.70 | ||
| Q4 24 | — | $0.19 | ||
| Q3 24 | — | $0.12 | ||
| Q2 24 | — | $0.35 | ||
| Q1 24 | — | $0.35 |
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 | $155.3K | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $703.8K | $473.1M |
| 总资产 | $785.7K | $1.1B |
| 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
INMD
TMDX
| Q4 25 | — | — | ||
| Q3 25 | $155.3K | — | ||
| Q2 25 | $155.3K | — | ||
| Q1 25 | $155.3K | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $144.4K | $330.1M | ||
| Q2 24 | $144.4K | $362.8M | ||
| Q1 24 | $144.4K | $350.2M |
股东权益
INMD
TMDX
| Q4 25 | — | $473.1M | ||
| Q3 25 | $703.8K | $355.2M | ||
| Q2 25 | $703.8K | $318.1M | ||
| Q1 25 | $703.8K | $266.3M | ||
| Q4 24 | — | $228.6M | ||
| Q3 24 | $787.4K | $209.9M | ||
| Q2 24 | $787.4K | $189.9M | ||
| Q1 24 | $787.4K | $159.5M |
总资产
INMD
TMDX
| Q4 25 | — | $1.1B | ||
| Q3 25 | $785.7K | $946.0M | ||
| Q2 25 | $785.7K | $890.5M | ||
| Q1 25 | $785.7K | $837.5M | ||
| Q4 24 | — | $804.1M | ||
| Q3 24 | $863.3K | $785.6M | ||
| Q2 24 | $863.3K | $758.6M | ||
| Q1 24 | $863.3K | $723.8M |
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 | $24.5K | $34.5M |
| 自由现金流经营现金流 - 资本支出 | — | $19.0M |
| 自由现金流率自由现金流/营收 | — | 11.8% |
| 资本支出强度资本支出/营收 | — | 9.7% |
| 现金转化率经营现金流/净利润 | 1.12× | 0.33× |
| 过去12个月自由现金流最近4个季度 | — | $133.6M |
8季度趋势,按日历期对齐
经营现金流
INMD
TMDX
| Q4 25 | — | $34.5M | ||
| Q3 25 | $24.5K | $69.6M | ||
| Q2 25 | $24.1K | $91.6M | ||
| Q1 25 | $14.0K | $-2.9M | ||
| Q4 24 | — | $19.7M | ||
| Q3 24 | $34.0K | $6.9M | ||
| Q2 24 | $42.1K | $25.7M | ||
| Q1 24 | $24.1K | $-3.4M |
自由现金流
INMD
TMDX
| Q4 25 | — | $19.0M | ||
| Q3 25 | — | $61.9M | ||
| Q2 25 | — | $82.5M | ||
| Q1 25 | — | $-29.9M | ||
| Q4 24 | — | $6.1M | ||
| Q3 24 | — | $-41.3M | ||
| Q2 24 | — | $2.0M | ||
| Q1 24 | — | $-47.6M |
自由现金流率
INMD
TMDX
| Q4 25 | — | 11.8% | ||
| Q3 25 | — | 43.1% | ||
| Q2 25 | — | 52.4% | ||
| Q1 25 | — | -20.8% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | -38.0% | ||
| Q2 24 | — | 1.7% | ||
| Q1 24 | — | -49.2% |
资本支出强度
INMD
TMDX
| Q4 25 | — | 9.7% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 18.8% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | 44.3% | ||
| Q2 24 | — | 20.8% | ||
| Q1 24 | — | 45.6% |
现金转化率
INMD
TMDX
| Q4 25 | — | 0.33× | ||
| Q3 25 | 1.12× | 2.86× | ||
| Q2 25 | 0.90× | 2.62× | ||
| Q1 25 | 0.77× | -0.11× | ||
| Q4 24 | — | 2.87× | ||
| Q3 24 | 0.67× | 1.63× | ||
| Q2 24 | 1.77× | 2.11× | ||
| Q1 24 | 1.02× | -0.28× |
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
INMD
暂无分部数据
TMDX
| Liver Product | $127.0M | 79% |
| Heart Product | $26.0M | 16% |
| Other | $5.9M | 4% |
| Lung Product | $1.9M | 1% |