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直觉外科（ISRG）与Masco（MAS）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Masco的1.4倍（$2.8B vs $1.9B），直觉外科净利率更高（29.8% vs 11.9%，领先17.9%），直觉外科同比增速更快（23.0% vs 6.5%），过去两年直觉外科的营收复合增速更高（17.4% vs -4.2%）
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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
ISRG vs MAS — 直观对比
营收规模更大
ISRG
是对方的1.4倍
$1.9B
营收增速更快
ISRG
高出16.5%
6.5%
净利率更高
ISRG
高出17.9%
11.9%
两年增速更快
ISRG
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.9B |
| 净利润 | $826.0M | $228.0M |
| 毛利率 | 66.1% | 35.8% |
| 营业利润率 | 64.8% | 16.5% |
| 净利率 | 29.8% | 11.9% |
| 营收同比 | 23.0% | 6.5% |
| 净利润同比 | 17.4% | 14.5% |
| 每股收益（稀释后） | $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ISRGMAS
| Q1 26 | $2.8B | $1.9B | ||
| Q4 25 | $2.9B | $1.8B | ||
| Q3 25 | $2.5B | $1.9B | ||
| Q2 25 | $2.4B | $2.1B | ||
| Q1 25 | $2.3B | $1.8B | ||
| Q4 24 | $2.4B | $1.8B | ||
| Q3 24 | $2.0B | $2.0B | ||
| Q2 24 | $2.0B | $2.1B |
净利润ISRGMAS
| Q1 26 | $826.0M | $228.0M | ||
| Q4 25 | $794.8M | $165.0M | ||
| Q3 25 | $704.4M | $189.0M | ||
| Q2 25 | $658.4M | $270.0M | ||
| Q1 25 | $698.4M | $186.0M | ||
| Q4 24 | $685.7M | $182.0M | ||
| Q3 24 | $565.1M | $167.0M | ||
| Q2 24 | $526.9M | $258.0M |
毛利率ISRGMAS
| Q1 26 | 66.1% | 35.8% | ||
| Q4 25 | 66.4% | 33.9% | ||
| Q3 25 | 66.4% | 34.2% | ||
| Q2 25 | 66.3% | 37.6% | ||
| Q1 25 | 64.7% | 35.8% | ||
| Q4 24 | 68.0% | 34.8% | ||
| Q3 24 | 67.4% | 36.6% | ||
| Q2 24 | 68.3% | 37.5% |
营业利润率ISRGMAS
| Q1 26 | 64.8% | 16.5% | ||
| Q4 25 | 30.2% | 13.8% | ||
| Q3 25 | 30.3% | 15.8% | ||
| Q2 25 | 30.5% | 20.1% | ||
| Q1 25 | 25.7% | 15.9% | ||
| Q4 24 | 30.4% | 15.9% | ||
| Q3 24 | 28.3% | 18.0% | ||
| Q2 24 | 28.2% | 19.0% |
净利率ISRGMAS
| Q1 26 | 29.8% | 11.9% | ||
| Q4 25 | 27.7% | 9.2% | ||
| Q3 25 | 28.1% | 9.9% | ||
| Q2 25 | 27.0% | 13.2% | ||
| Q1 25 | 31.0% | 10.3% | ||
| Q4 24 | 28.4% | 10.0% | ||
| Q3 24 | 27.7% | 8.4% | ||
| Q2 24 | 26.2% | 12.3% |
每股收益（稀释后）ISRGMAS
| Q1 26 | $2.28 | — | ||
| Q4 25 | $2.19 | $0.81 | ||
| Q3 25 | $1.95 | $0.90 | ||
| Q2 25 | $1.81 | $1.28 | ||
| Q1 25 | $1.92 | $0.87 | ||
| Q4 24 | $1.89 | $0.85 | ||
| Q3 24 | $1.56 | $0.77 | ||
| Q2 24 | $1.46 | $1.17 |
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 | — | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $17.6B | $27.0M |
| 总资产 | $20.1B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资ISRGMAS
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $647.0M | ||
| Q3 25 | $4.9B | $559.0M | ||
| Q2 25 | $5.3B | $390.0M | ||
| Q1 25 | $4.5B | $377.0M | ||
| Q4 24 | $4.0B | $634.0M | ||
| Q3 24 | $4.2B | $646.0M | ||
| Q2 24 | $4.8B | $398.0M |
总债务ISRGMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ISRGMAS
| Q1 26 | $17.6B | $27.0M | ||
| Q4 25 | $17.8B | $-185.0M | ||
| Q3 25 | $16.9B | $-78.0M | ||
| Q2 25 | $17.8B | $-84.0M | ||
| Q1 25 | $17.1B | $-254.0M | ||
| Q4 24 | $16.4B | $-279.0M | ||
| Q3 24 | $15.6B | $-88.0M | ||
| Q2 24 | $14.7B | $-26.0M |
总资产ISRGMAS
| Q1 26 | $20.1B | $5.2B | ||
| Q4 25 | $20.5B | $5.2B | ||
| Q3 25 | $19.4B | $5.3B | ||
| Q2 25 | $20.2B | $5.3B | ||
| Q1 25 | $19.2B | $5.1B | ||
| Q4 24 | $18.7B | $5.0B | ||
| Q3 24 | $17.7B | $5.3B | ||
| Q2 24 | $16.6B | $5.4B |
负债/权益比ISRGMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
ISRG
| Instruments and accessories | $1.7B | 61% |
| Systems | $650.7M | 23% |
| Services | $433.7M | 16% |
MAS
暂无分部数据
