vs
直觉外科（ISRG）与PROCEPT BioRobotics Corp（PRCT）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PROCEPT BioRobotics Corp的36.3倍（$2.8B vs $76.4M），直觉外科净利率更高（29.8% vs -39.1%，领先68.9%），直觉外科同比增速更快（23.0% vs 11.9%），过去两年PROCEPT BioRobotics Corp的营收复合增速更高（31.0% vs 17.4%）
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。
PROCEPT BioRobotics是一家专注于研发和商业化泌尿外科手术机器人解决方案的医疗科技企业，其旗舰AquaBeam系统可为良性前列腺增生患者提供图像引导微创治疗，服务覆盖北美、欧洲等地区的医疗机构与患者。
ISRG vs PRCT — 直观对比
营收规模更大
ISRG
是对方的36.3倍
$76.4M
营收增速更快
ISRG
高出11.0%
11.9%
净利率更高
ISRG
高出68.9%
-39.1%
两年增速更快
PRCT
近两年复合增速
17.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $76.4M |
| 净利润 | $826.0M | $-29.8M |
| 毛利率 | 66.1% | 60.6% |
| 营业利润率 | — | -40.6% |
| 净利率 | 29.8% | -39.1% |
| 营收同比 | 23.0% | 11.9% |
| 净利润同比 | 17.4% | -58.3% |
| 每股收益（稀释后） | $2.28 | $-0.54 |
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ISRGPRCT
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $76.4M | ||
| Q3 25 | $2.5B | $83.3M | ||
| Q2 25 | $2.4B | $79.2M | ||
| Q1 25 | $2.3B | $69.2M | ||
| Q4 24 | $2.4B | $68.2M | ||
| Q3 24 | $2.0B | $58.4M | ||
| Q2 24 | $2.0B | $53.4M |
净利润ISRGPRCT
| Q1 26 | $826.0M | — | ||
| Q4 25 | $794.8M | $-29.8M | ||
| Q3 25 | $704.4M | $-21.4M | ||
| Q2 25 | $658.4M | $-19.6M | ||
| Q1 25 | $698.4M | $-24.7M | ||
| Q4 24 | $685.7M | $-18.9M | ||
| Q3 24 | $565.1M | $-21.0M | ||
| Q2 24 | $526.9M | $-25.6M |
毛利率ISRGPRCT
| Q1 26 | 66.1% | — | ||
| Q4 25 | 66.4% | 60.6% | ||
| Q3 25 | 66.4% | 64.8% | ||
| Q2 25 | 66.3% | 65.4% | ||
| Q1 25 | 64.7% | 63.9% | ||
| Q4 24 | 68.0% | 64.0% | ||
| Q3 24 | 67.4% | 63.2% | ||
| Q2 24 | 68.3% | 59.0% |
营业利润率ISRGPRCT
| Q1 26 | — | — | ||
| Q4 25 | 30.2% | -40.6% | ||
| Q3 25 | 30.3% | -27.8% | ||
| Q2 25 | 30.5% | -28.0% | ||
| Q1 25 | 25.7% | -39.7% | ||
| Q4 24 | 30.4% | -28.9% | ||
| Q3 24 | 28.3% | -38.4% | ||
| Q2 24 | 28.2% | -50.3% |
净利率ISRGPRCT
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.7% | -39.1% | ||
| Q3 25 | 28.1% | -25.7% | ||
| Q2 25 | 27.0% | -24.7% | ||
| Q1 25 | 31.0% | -35.8% | ||
| Q4 24 | 28.4% | -27.6% | ||
| Q3 24 | 27.7% | -35.9% | ||
| Q2 24 | 26.2% | -48.0% |
每股收益（稀释后）ISRGPRCT
| Q1 26 | $2.28 | — | ||
| Q4 25 | $2.19 | $-0.54 | ||
| Q3 25 | $1.95 | $-0.38 | ||
| Q2 25 | $1.81 | $-0.35 | ||
| Q1 25 | $1.92 | $-0.45 | ||
| Q4 24 | $1.89 | $-0.34 | ||
| Q3 24 | $1.56 | $-0.40 | ||
| Q2 24 | $1.46 | $-0.50 |
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 | — | $286.5M |
| 总债务越低越好 | — | $51.6M |
| 股东权益账面价值 | $17.6B | $365.9M |
| 总资产 | $20.1B | $508.1M |
| 负债/权益比越低杠杆越低 | — | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资ISRGPRCT
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $286.5M | ||
| Q3 25 | $4.9B | $294.3M | ||
| Q2 25 | $5.3B | $302.7M | ||
| Q1 25 | $4.5B | $316.2M | ||
| Q4 24 | $4.0B | $333.7M | ||
| Q3 24 | $4.2B | $196.8M | ||
| Q2 24 | $4.8B | $214.1M |
总债务ISRGPRCT
| Q1 26 | — | — | ||
| Q4 25 | — | $51.6M | ||
| Q3 25 | — | $51.6M | ||
| Q2 25 | — | $51.5M | ||
| Q1 25 | — | $51.5M | ||
| Q4 24 | — | $51.5M | ||
| Q3 24 | — | $51.4M | ||
| Q2 24 | — | $51.4M |
股东权益ISRGPRCT
| Q1 26 | $17.6B | — | ||
| Q4 25 | $17.8B | $365.9M | ||
| Q3 25 | $16.9B | $380.3M | ||
| Q2 25 | $17.8B | $385.8M | ||
| Q1 25 | $17.1B | $389.2M | ||
| Q4 24 | $16.4B | $402.2M | ||
| Q3 24 | $15.6B | $241.2M | ||
| Q2 24 | $14.7B | $251.8M |
总资产ISRGPRCT
| Q1 26 | $20.1B | — | ||
| Q4 25 | $20.5B | $508.1M | ||
| Q3 25 | $19.4B | $511.5M | ||
| Q2 25 | $20.2B | $513.1M | ||
| Q1 25 | $19.2B | $519.4M | ||
| Q4 24 | $18.7B | $534.0M | ||
| Q3 24 | $17.7B | $374.1M | ||
| Q2 24 | $16.6B | $374.4M |
负债/权益比ISRGPRCT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 0.14× | ||
| Q2 25 | — | 0.13× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.20× |
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 | — | $-10.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-12.2M |
| 自由现金流率自由现金流/营收 | — | -15.9% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 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 | — | $-58.3M |
8季度趋势，按日历期对齐
经营现金流ISRGPRCT
| Q1 26 | — | — | ||
| Q4 25 | $892.5M | $-10.3M | ||
| Q3 25 | $841.0M | $-6.6M | ||
| Q2 25 | $715.4M | $-15.0M | ||
| Q1 25 | $581.6M | $-17.0M | ||
| Q4 24 | $822.6M | $-32.4M | ||
| Q3 24 | $706.5M | $-18.8M | ||
| Q2 24 | $620.5M | $-15.7M |
自由现金流ISRGPRCT
| Q1 26 | — | — | ||
| Q4 25 | $730.0M | $-12.2M | ||
| Q3 25 | $735.6M | $-9.5M | ||
| Q2 25 | $560.1M | $-17.8M | ||
| Q1 25 | $465.0M | $-18.8M | ||
| Q4 24 | $510.6M | $-33.6M | ||
| Q3 24 | $458.6M | $-19.0M | ||
| Q2 24 | $311.1M | $-16.8M |
自由现金流率ISRGPRCT
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | -15.9% | ||
| Q3 25 | 29.4% | -11.4% | ||
| Q2 25 | 23.0% | -22.5% | ||
| Q1 25 | 20.6% | -27.2% | ||
| Q4 24 | 21.2% | -49.2% | ||
| Q3 24 | 22.5% | -32.6% | ||
| Q2 24 | 15.5% | -31.4% |
资本支出强度ISRGPRCT
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 2.4% | ||
| Q3 25 | 4.2% | 3.4% | ||
| Q2 25 | 6.4% | 3.5% | ||
| Q1 25 | 5.2% | 2.7% | ||
| Q4 24 | 12.9% | 1.7% | ||
| Q3 24 | 12.2% | 0.4% | ||
| Q2 24 | 15.4% | 2.0% |
现金转化率ISRGPRCT
| 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× | — |
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% |
PRCT
| Hand Pieces And Other Consumables | $34.1M | 45% |
| System Sales And Rentals | $27.5M | 36% |
| Other | $9.8M | 13% |
| Service Revenue | $5.0M | 7% |
