vs
直觉外科（ISRG）与Optimum Communications, Inc.（OPTU）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Optimum Communications, Inc.的1.3倍（$2.8B vs $2.2B），直觉外科净利率更高（29.8% vs -3.3%，领先33.1%），直觉外科同比增速更快（23.0% vs -2.3%），过去两年直觉外科的营收复合增速更高（17.4% vs -1.5%）
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。
Optimum Communications, Inc.是由法籍以色列商人帕特里克·德拉希控股的美国电信运营商，核心业务为数字有线电视与宽带互联网服务，服务覆盖纽约大都会区及美国中西部、南部多个州。截至2017年，该公司在全美21个州共拥有约490万住宅及企业客户，是美国第四大电信企业。
ISRG vs OPTU — 直观对比
营收规模更大
ISRG
是对方的1.3倍
$2.2B
营收增速更快
ISRG
高出25.3%
-2.3%
净利率更高
ISRG
高出33.1%
-3.3%
两年增速更快
ISRG
近两年复合增速
-1.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $2.2B |
| 净利润 | $826.0M | $-71.2M |
| 毛利率 | 66.1% | 69.5% |
| 营业利润率 | — | 18.2% |
| 净利率 | 29.8% | -3.3% |
| 营收同比 | 23.0% | -2.3% |
| 净利润同比 | 17.4% | -31.6% |
| 每股收益（稀释后） | $2.28 | $-0.16 |
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ISRGOPTU
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $2.2B | ||
| Q3 25 | $2.5B | $2.1B | ||
| Q2 25 | $2.4B | $2.1B | ||
| Q1 25 | $2.3B | $2.2B | ||
| Q4 24 | $2.4B | $2.2B | ||
| Q3 24 | $2.0B | $2.2B | ||
| Q2 24 | $2.0B | $2.2B |
净利润ISRGOPTU
| Q1 26 | $826.0M | — | ||
| Q4 25 | $794.8M | $-71.2M | ||
| Q3 25 | $704.4M | $-1.6B | ||
| Q2 25 | $658.4M | $-96.3M | ||
| Q1 25 | $698.4M | $-75.7M | ||
| Q4 24 | $685.7M | $-54.1M | ||
| Q3 24 | $565.1M | $-43.0M | ||
| Q2 24 | $526.9M | $15.4M |
毛利率ISRGOPTU
| Q1 26 | 66.1% | — | ||
| Q4 25 | 66.4% | 69.5% | ||
| Q3 25 | 66.4% | 69.7% | ||
| Q2 25 | 66.3% | 69.1% | ||
| Q1 25 | 64.7% | 68.8% | ||
| Q4 24 | 68.0% | 67.7% | ||
| Q3 24 | 67.4% | 68.1% | ||
| Q2 24 | 68.3% | 67.9% |
营业利润率ISRGOPTU
| Q1 26 | — | — | ||
| Q4 25 | 30.2% | 18.2% | ||
| Q3 25 | 30.3% | -55.3% | ||
| Q2 25 | 30.5% | 14.5% | ||
| Q1 25 | 25.7% | 16.0% | ||
| Q4 24 | 30.4% | 15.2% | ||
| Q3 24 | 28.3% | 20.0% | ||
| Q2 24 | 28.2% | 22.4% |
净利率ISRGOPTU
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.7% | -3.3% | ||
| Q3 25 | 28.1% | -77.1% | ||
| Q2 25 | 27.0% | -4.5% | ||
| Q1 25 | 31.0% | -3.5% | ||
| Q4 24 | 28.4% | -2.4% | ||
| Q3 24 | 27.7% | -1.9% | ||
| Q2 24 | 26.2% | 0.7% |
每股收益（稀释后）ISRGOPTU
| Q1 26 | $2.28 | — | ||
| Q4 25 | $2.19 | $-0.16 | ||
| Q3 25 | $1.95 | $-3.47 | ||
| Q2 25 | $1.81 | $-0.21 | ||
| Q1 25 | $1.92 | $-0.16 | ||
| Q4 24 | $1.89 | $-0.11 | ||
| Q3 24 | $1.56 | $-0.09 | ||
| Q2 24 | $1.46 | $0.03 |
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 | — | $1.0B |
| 总债务越低越好 | — | $26.2B |
| 股东权益账面价值 | $17.6B | $-2.3B |
| 总资产 | $20.1B | $30.7B |
| 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ISRGOPTU
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $1.0B | ||
| Q3 25 | $4.9B | $938.8M | ||
| Q2 25 | $5.3B | $247.3M | ||
| Q1 25 | $4.5B | $279.1M | ||
| Q4 24 | $4.0B | $256.5M | ||
| Q3 24 | $4.2B | $250.0M | ||
| Q2 24 | $4.8B | $362.1M |
总债务ISRGOPTU
| Q1 26 | — | — | ||
| Q4 25 | — | $26.2B | ||
| Q3 25 | — | $26.2B | ||
| Q2 25 | — | $25.3B | ||
| Q1 25 | — | $25.3B | ||
| Q4 24 | — | $25.1B | ||
| Q3 24 | — | $25.1B | ||
| Q2 24 | — | $25.2B |
股东权益ISRGOPTU
| Q1 26 | $17.6B | — | ||
| Q4 25 | $17.8B | $-2.3B | ||
| Q3 25 | $16.9B | $-2.2B | ||
| Q2 25 | $17.8B | $-624.1M | ||
| Q1 25 | $17.1B | $-543.0M | ||
| Q4 24 | $16.4B | $-469.2M | ||
| Q3 24 | $15.6B | $-427.1M | ||
| Q2 24 | $14.7B | $-399.1M |
总资产ISRGOPTU
| Q1 26 | $20.1B | — | ||
| Q4 25 | $20.5B | $30.7B | ||
| Q3 25 | $19.4B | $30.7B | ||
| Q2 25 | $20.2B | $31.6B | ||
| Q1 25 | $19.2B | $31.7B | ||
| Q4 24 | $18.7B | $31.7B | ||
| Q3 24 | $17.7B | $31.8B | ||
| Q2 24 | $16.6B | $32.0B |
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 | — | $481.6M |
| 自由现金流经营现金流 - 资本支出 | — | $199.4M |
| 自由现金流率自由现金流/营收 | — | 9.1% |
| 资本支出强度资本支出/营收 | — | 12.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-118.8M |
8季度趋势，按日历期对齐
经营现金流ISRGOPTU
| Q1 26 | — | — | ||
| Q4 25 | $892.5M | $481.6M | ||
| Q3 25 | $841.0M | $147.4M | ||
| Q2 25 | $715.4M | $412.0M | ||
| Q1 25 | $581.6M | $187.5M | ||
| Q4 24 | $822.6M | $439.9M | ||
| Q3 24 | $706.5M | $436.0M | ||
| Q2 24 | $620.5M | $306.8M |
自由现金流ISRGOPTU
| Q1 26 | — | — | ||
| Q4 25 | $730.0M | $199.4M | ||
| Q3 25 | $735.6M | $-178.1M | ||
| Q2 25 | $560.1M | $28.4M | ||
| Q1 25 | $465.0M | $-168.6M | ||
| Q4 24 | $510.6M | $49.9M | ||
| Q3 24 | $458.6M | $76.9M | ||
| Q2 24 | $311.1M | $-40.9M |
自由现金流率ISRGOPTU
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | 9.1% | ||
| Q3 25 | 29.4% | -8.4% | ||
| Q2 25 | 23.0% | 1.3% | ||
| Q1 25 | 20.6% | -7.8% | ||
| Q4 24 | 21.2% | 2.2% | ||
| Q3 24 | 22.5% | 3.5% | ||
| Q2 24 | 15.5% | -1.8% |
资本支出强度ISRGOPTU
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 12.9% | ||
| Q3 25 | 4.2% | 15.4% | ||
| Q2 25 | 6.4% | 17.9% | ||
| Q1 25 | 5.2% | 16.5% | ||
| Q4 24 | 12.9% | 17.5% | ||
| Q3 24 | 12.2% | 16.1% | ||
| Q2 24 | 15.4% | 15.5% |
现金转化率ISRGOPTU
| Q1 26 | — | — | ||
| Q4 25 | 1.12× | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.09× | — | ||
| Q1 25 | 0.83× | — | ||
| Q4 24 | 1.20× | — | ||
| Q3 24 | 1.25× | — | ||
| Q2 24 | 1.18× | 19.97× |
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% |
OPTU
| Total Residential Revenue | $1.6B | 74% |
| Business Servicesand Wholesale | $401.8M | 18% |
| Telephony | $60.8M | 3% |
| Other | $57.9M | 3% |
| Franchise | $50.0M | 2% |
