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直觉外科（ISRG）与Primo Brands Corp（PRMB）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Primo Brands Corp的1.7倍（$2.8B vs $1.6B），直觉外科净利率更高（29.8% vs 1.7%，领先28.1%），直觉外科同比增速更快（23.0% vs 0.8%），过去两年Primo Brands Corp的营收复合增速更高（19.7% 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。
Primo Brands Corp是一家美加合资饮用水企业，主营多规格桶装水、饮水机、自助补水设备及净水家电，总部位于美国佛罗里达州坦帕市，服务覆盖美国、加拿大、欧洲及以色列的住宅与商业客户。
ISRG vs PRMB — 直观对比
营收规模更大
ISRG
是对方的1.7倍
$1.6B
营收增速更快
ISRG
高出22.2%
0.8%
净利率更高
ISRG
高出28.1%
1.7%
两年增速更快
PRMB
近两年复合增速
17.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.6B |
| 净利润 | $826.0M | $27.3M |
| 毛利率 | 66.1% | 28.6% |
| 营业利润率 | 64.8% | 8.5% |
| 净利率 | 29.8% | 1.7% |
| 营收同比 | 23.0% | 0.8% |
| 净利润同比 | 17.4% | -4.9% |
| 每股收益（稀释后） | $2.28 | $0.07 |
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ISRGPRMB
| Q1 26 | $2.8B | $1.6B | ||
| Q4 25 | $2.9B | $1.6B | ||
| Q3 25 | $2.5B | $1.8B | ||
| Q2 25 | $2.4B | $1.7B | ||
| Q1 25 | $2.3B | $1.6B | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.0B | $0 | ||
| Q2 24 | $2.0B | $1.3B |
净利润ISRGPRMB
| Q1 26 | $826.0M | $27.3M | ||
| Q4 25 | $794.8M | $-13.0M | ||
| Q3 25 | $704.4M | $16.8M | ||
| Q2 25 | $658.4M | $27.6M | ||
| Q1 25 | $698.4M | $28.7M | ||
| Q4 24 | $685.7M | — | ||
| Q3 24 | $565.1M | $-2.0K | ||
| Q2 24 | $526.9M | $54.5M |
毛利率ISRGPRMB
| Q1 26 | 66.1% | 28.6% | ||
| Q4 25 | 66.4% | 27.7% | ||
| Q3 25 | 66.4% | 29.9% | ||
| Q2 25 | 66.3% | 31.3% | ||
| Q1 25 | 64.7% | 32.3% | ||
| Q4 24 | 68.0% | — | ||
| Q3 24 | 67.4% | — | ||
| Q2 24 | 68.3% | 32.7% |
营业利润率ISRGPRMB
| Q1 26 | 64.8% | 8.5% | ||
| Q4 25 | 30.2% | 1.2% | ||
| Q3 25 | 30.3% | 8.3% | ||
| Q2 25 | 30.5% | 6.5% | ||
| Q1 25 | 25.7% | 9.5% | ||
| Q4 24 | 30.4% | — | ||
| Q3 24 | 28.3% | — | ||
| Q2 24 | 28.2% | 12.1% |
净利率ISRGPRMB
| Q1 26 | 29.8% | 1.7% | ||
| Q4 25 | 27.7% | -0.8% | ||
| Q3 25 | 28.1% | 1.0% | ||
| Q2 25 | 27.0% | 1.6% | ||
| Q1 25 | 31.0% | 1.8% | ||
| Q4 24 | 28.4% | — | ||
| Q3 24 | 27.7% | — | ||
| Q2 24 | 26.2% | 4.1% |
每股收益（稀释后）ISRGPRMB
| Q1 26 | $2.28 | $0.07 | ||
| Q4 25 | $2.19 | $-0.03 | ||
| Q3 25 | $1.95 | $0.04 | ||
| Q2 25 | $1.81 | $0.07 | ||
| Q1 25 | $1.92 | $0.08 | ||
| Q4 24 | $1.89 | — | ||
| Q3 24 | $1.56 | $-20.00 | ||
| Q2 24 | $1.46 | $0.25 |
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 | — | $5.2B |
| 股东权益账面价值 | $17.6B | $3.0B |
| 总资产 | $20.1B | $10.6B |
| 负债/权益比越低杠杆越低 | — | 1.74× |
8季度趋势，按日历期对齐
现金及短期投资ISRGPRMB
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $376.7M | ||
| Q3 25 | $4.9B | — | ||
| Q2 25 | $5.3B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $4.8B | — |
总债务ISRGPRMB
| Q1 26 | — | $5.2B | ||
| Q4 25 | — | $5.2B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | — | $5.1B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ISRGPRMB
| Q1 26 | $17.6B | $3.0B | ||
| Q4 25 | $17.8B | $3.0B | ||
| Q3 25 | $16.9B | $3.2B | ||
| Q2 25 | $17.8B | $3.2B | ||
| Q1 25 | $17.1B | $3.3B | ||
| Q4 24 | $16.4B | — | ||
| Q3 24 | $15.6B | $-2.0K | ||
| Q2 24 | $14.7B | $-296.8M |
总资产ISRGPRMB
| Q1 26 | $20.1B | $10.6B | ||
| Q4 25 | $20.5B | $10.6B | ||
| Q3 25 | $19.4B | $11.0B | ||
| Q2 25 | $20.2B | $11.0B | ||
| Q1 25 | $19.2B | $11.0B | ||
| Q4 24 | $18.7B | — | ||
| Q3 24 | $17.7B | $0 | ||
| Q2 24 | $16.6B | — |
负债/权益比ISRGPRMB
| Q1 26 | — | 1.74× | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | — | 1.61× | ||
| Q2 25 | — | 1.57× | ||
| Q1 25 | — | 1.51× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $103.8M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | — | 3.80× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ISRGPRMB
| Q1 26 | — | $103.8M | ||
| Q4 25 | $892.5M | $203.1M | ||
| Q3 25 | $841.0M | $283.4M | ||
| Q2 25 | $715.4M | $155.0M | ||
| Q1 25 | $581.6M | $38.8M | ||
| Q4 24 | $822.6M | — | ||
| Q3 24 | $706.5M | $0 | ||
| Q2 24 | $620.5M | $102.5M |
自由现金流ISRGPRMB
| Q1 26 | — | — | ||
| Q4 25 | $730.0M | $57.3M | ||
| Q3 25 | $735.6M | $167.7M | ||
| Q2 25 | $560.1M | $101.1M | ||
| Q1 25 | $465.0M | $-23.2M | ||
| Q4 24 | $510.6M | — | ||
| Q3 24 | $458.6M | — | ||
| Q2 24 | $311.1M | $61.4M |
自由现金流率ISRGPRMB
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | 3.7% | ||
| Q3 25 | 29.4% | 9.5% | ||
| Q2 25 | 23.0% | 5.8% | ||
| Q1 25 | 20.6% | -1.4% | ||
| Q4 24 | 21.2% | — | ||
| Q3 24 | 22.5% | — | ||
| Q2 24 | 15.5% | 4.7% |
资本支出强度ISRGPRMB
| Q1 26 | — | 2.9% | ||
| Q4 25 | 5.7% | 9.4% | ||
| Q3 25 | 4.2% | 6.6% | ||
| Q2 25 | 6.4% | 3.1% | ||
| Q1 25 | 5.2% | 3.8% | ||
| Q4 24 | 12.9% | — | ||
| Q3 24 | 12.2% | — | ||
| Q2 24 | 15.4% | 3.1% |
现金转化率ISRGPRMB
| Q1 26 | — | 3.80× | ||
| Q4 25 | 1.12× | — | ||
| Q3 25 | 1.19× | 16.87× | ||
| Q2 25 | 1.09× | 5.62× | ||
| Q1 25 | 0.83× | 1.35× | ||
| Q4 24 | 1.20× | — | ||
| Q3 24 | 1.25× | — | ||
| Q2 24 | 1.18× | 1.88× |
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% |
PRMB
| Regional spring water | $801.2M | 49% |
| Purified water | $511.2M | 31% |
| Other | $208.2M | 13% |
| Premium water | $105.5M | 6% |
