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直觉外科（ISRG）与OMNICELL, INC.（OMCL）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OMNICELL, INC.的8.9倍（$2.8B vs $309.9M），直觉外科净利率更高（29.8% vs 3.7%，领先26.1%），直觉外科同比增速更快（23.0% vs 14.9%），过去两年直觉外科的营收复合增速更高（17.4% vs 5.8%）
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。
Omnicell是总部位于美国加州山景城的跨国医疗科技企业，专注于为医院及各类医疗机构提供药品管理自动化系统，同时面向零售药房推出用药依从性包装与患者互动软件，旗下产品使用Omnicell及EnlivenHealth两大品牌。
ISRG vs OMCL — 直观对比
营收规模更大
ISRG
是对方的8.9倍
$309.9M
营收增速更快
ISRG
高出8.0%
14.9%
净利率更高
ISRG
高出26.1%
3.7%
两年增速更快
ISRG
近两年复合增速
5.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $309.9M |
| 净利润 | $826.0M | $11.4M |
| 毛利率 | 66.1% | 45.3% |
| 营业利润率 | — | — |
| 净利率 | 29.8% | 3.7% |
| 营收同比 | 23.0% | 14.9% |
| 净利润同比 | 17.4% | 261.7% |
| 每股收益（稀释后） | $2.28 | $0.25 |
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ISRGOMCL
| Q1 26 | $2.8B | $309.9M | ||
| Q4 25 | $2.9B | $314.0M | ||
| Q3 25 | $2.5B | $310.6M | ||
| Q2 25 | $2.4B | $290.6M | ||
| Q1 25 | $2.3B | $269.7M | ||
| Q4 24 | $2.4B | $306.9M | ||
| Q3 24 | $2.0B | $282.4M | ||
| Q2 24 | $2.0B | $276.8M |
净利润ISRGOMCL
| Q1 26 | $826.0M | $11.4M | ||
| Q4 25 | $794.8M | — | ||
| Q3 25 | $704.4M | $5.5M | ||
| Q2 25 | $658.4M | $5.6M | ||
| Q1 25 | $698.4M | $-7.0M | ||
| Q4 24 | $685.7M | — | ||
| Q3 24 | $565.1M | $8.6M | ||
| Q2 24 | $526.9M | $3.7M |
毛利率ISRGOMCL
| Q1 26 | 66.1% | 45.3% | ||
| Q4 25 | 66.4% | 41.5% | ||
| Q3 25 | 66.4% | 43.3% | ||
| Q2 25 | 66.3% | 43.9% | ||
| Q1 25 | 64.7% | 41.1% | ||
| Q4 24 | 68.0% | 46.2% | ||
| Q3 24 | 67.4% | 43.3% | ||
| Q2 24 | 68.3% | 41.3% |
营业利润率ISRGOMCL
| Q1 26 | — | — | ||
| Q4 25 | 30.2% | 0.1% | ||
| Q3 25 | 30.3% | 2.7% | ||
| Q2 25 | 30.5% | 2.8% | ||
| Q1 25 | 25.7% | -4.3% | ||
| Q4 24 | 30.4% | 4.0% | ||
| Q3 24 | 28.3% | 2.3% | ||
| Q2 24 | 28.2% | 1.2% |
净利率ISRGOMCL
| Q1 26 | 29.8% | 3.7% | ||
| Q4 25 | 27.7% | — | ||
| Q3 25 | 28.1% | 1.8% | ||
| Q2 25 | 27.0% | 1.9% | ||
| Q1 25 | 31.0% | -2.6% | ||
| Q4 24 | 28.4% | — | ||
| Q3 24 | 27.7% | 3.1% | ||
| Q2 24 | 26.2% | 1.3% |
每股收益（稀释后）ISRGOMCL
| Q1 26 | $2.28 | $0.25 | ||
| Q4 25 | $2.19 | $-0.05 | ||
| Q3 25 | $1.95 | $0.12 | ||
| Q2 25 | $1.81 | $0.12 | ||
| Q1 25 | $1.92 | $-0.15 | ||
| Q4 24 | $1.89 | $0.34 | ||
| Q3 24 | $1.56 | $0.19 | ||
| Q2 24 | $1.46 | $0.08 |
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 | — | $239.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $17.6B | $1.3B |
| 总资产 | $20.1B | $2.0B |
| 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ISRGOMCL
| Q1 26 | — | $239.2M | ||
| Q4 25 | $5.9B | $196.5M | ||
| Q3 25 | $4.9B | $180.1M | ||
| Q2 25 | $5.3B | $399.0M | ||
| Q1 25 | $4.5B | $386.8M | ||
| Q4 24 | $4.0B | $369.2M | ||
| Q3 24 | $4.2B | $570.6M | ||
| Q2 24 | $4.8B | $556.8M |
股东权益ISRGOMCL
| Q1 26 | $17.6B | $1.3B | ||
| Q4 25 | $17.8B | $1.2B | ||
| Q3 25 | $16.9B | $1.2B | ||
| Q2 25 | $17.8B | $1.3B | ||
| Q1 25 | $17.1B | $1.3B | ||
| Q4 24 | $16.4B | $1.2B | ||
| Q3 24 | $15.6B | $1.2B | ||
| Q2 24 | $14.7B | $1.2B |
总资产ISRGOMCL
| Q1 26 | $20.1B | $2.0B | ||
| Q4 25 | $20.5B | $2.0B | ||
| Q3 25 | $19.4B | $1.9B | ||
| Q2 25 | $20.2B | $2.1B | ||
| Q1 25 | $19.2B | $2.2B | ||
| Q4 24 | $18.7B | $2.1B | ||
| Q3 24 | $17.7B | $2.3B | ||
| Q2 24 | $16.6B | $2.3B |
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 | — | $54.5M |
| 自由现金流经营现金流 - 资本支出 | — | $38.6M |
| 自由现金流率自由现金流/营收 | — | 12.5% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 4.80× |
| 过去12个月自由现金流最近4个季度 | — | $110.8M |
8季度趋势，按日历期对齐
经营现金流ISRGOMCL
| Q1 26 | — | $54.5M | ||
| Q4 25 | $892.5M | $30.4M | ||
| Q3 25 | $841.0M | $28.3M | ||
| Q2 25 | $715.4M | $42.8M | ||
| Q1 25 | $581.6M | $25.9M | ||
| Q4 24 | $822.6M | $56.3M | ||
| Q3 24 | $706.5M | $22.8M | ||
| Q2 24 | $620.5M | $58.7M |
自由现金流ISRGOMCL
| Q1 26 | — | $38.6M | ||
| Q4 25 | $730.0M | $22.6M | ||
| Q3 25 | $735.6M | $18.5M | ||
| Q2 25 | $560.1M | $31.0M | ||
| Q1 25 | $465.0M | $14.8M | ||
| Q4 24 | $510.6M | $47.2M | ||
| Q3 24 | $458.6M | $13.9M | ||
| Q2 24 | $311.1M | $49.1M |
自由现金流率ISRGOMCL
| Q1 26 | — | 12.5% | ||
| Q4 25 | 25.5% | 7.2% | ||
| Q3 25 | 29.4% | 6.0% | ||
| Q2 25 | 23.0% | 10.7% | ||
| Q1 25 | 20.6% | 5.5% | ||
| Q4 24 | 21.2% | 15.4% | ||
| Q3 24 | 22.5% | 4.9% | ||
| Q2 24 | 15.5% | 17.8% |
资本支出强度ISRGOMCL
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 2.5% | ||
| Q3 25 | 4.2% | 3.1% | ||
| Q2 25 | 6.4% | 4.1% | ||
| Q1 25 | 5.2% | 4.1% | ||
| Q4 24 | 12.9% | 3.0% | ||
| Q3 24 | 12.2% | 3.1% | ||
| Q2 24 | 15.4% | 3.5% |
现金转化率ISRGOMCL
| Q1 26 | — | 4.80× | ||
| Q4 25 | 1.12× | — | ||
| Q3 25 | 1.19× | 5.18× | ||
| Q2 25 | 1.09× | 7.58× | ||
| Q1 25 | 0.83× | — | ||
| Q4 24 | 1.20× | — | ||
| Q3 24 | 1.25× | 2.64× | ||
| Q2 24 | 1.18× | 15.72× |
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% |
OMCL
| Product revenues | $174.8M | 56% |
| Service revenues | $135.1M | 44% |
