vs
直觉外科（ISRG）与QXO, Inc.（QXO）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QXO, Inc.的1.3倍（$2.8B vs $2.2B），直觉外科净利率更高（29.8% vs -4.1%，领先33.9%），QXO, Inc.同比增速更快（14782.6% vs 23.0%）
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。
QXO Inc.是一家活跃于相关商业领域的企业，由美国资深商界人士布拉德·雅各布斯担任公司董事长兼首席执行官，全面主导公司的战略规划、业务布局与日常经营决策事务。
ISRG vs QXO — 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
QXO
高出14759.6%
23.0%
净利率更高
ISRG
高出33.9%
-4.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $2.2B |
| 净利润 | $826.0M | $-90.3M |
| 毛利率 | 66.1% | — |
| 营业利润率 | — | -3.2% |
| 净利率 | 29.8% | -4.1% |
| 营收同比 | 23.0% | 14782.6% |
| 净利润同比 | 17.4% | -899.4% |
| 每股收益（稀释后） | $2.28 | $-0.21 |
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ISRGQXO
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $2.2B | ||
| Q3 25 | $2.5B | $2.7B | ||
| Q2 25 | $2.4B | $1.9B | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.0B | — |
净利润ISRGQXO
| Q1 26 | $826.0M | — | ||
| Q4 25 | $794.8M | $-90.3M | ||
| Q3 25 | $704.4M | $-139.4M | ||
| Q2 25 | $658.4M | $-58.5M | ||
| Q1 25 | $698.4M | — | ||
| Q4 24 | $685.7M | — | ||
| Q3 24 | $565.1M | — | ||
| Q2 24 | $526.9M | — |
毛利率ISRGQXO
| Q1 26 | 66.1% | — | ||
| Q4 25 | 66.4% | — | ||
| Q3 25 | 66.4% | 23.3% | ||
| Q2 25 | 66.3% | 21.1% | ||
| Q1 25 | 64.7% | — | ||
| Q4 24 | 68.0% | — | ||
| Q3 24 | 67.4% | — | ||
| Q2 24 | 68.3% | — |
营业利润率ISRGQXO
| Q1 26 | — | — | ||
| Q4 25 | 30.2% | -3.2% | ||
| Q3 25 | 30.3% | 0.9% | ||
| Q2 25 | 30.5% | -8.5% | ||
| Q1 25 | 25.7% | — | ||
| Q4 24 | 30.4% | — | ||
| Q3 24 | 28.3% | — | ||
| Q2 24 | 28.2% | — |
净利率ISRGQXO
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.7% | -4.1% | ||
| Q3 25 | 28.1% | -5.1% | ||
| Q2 25 | 27.0% | -3.1% | ||
| Q1 25 | 31.0% | — | ||
| Q4 24 | 28.4% | — | ||
| Q3 24 | 27.7% | — | ||
| Q2 24 | 26.2% | — |
每股收益（稀释后）ISRGQXO
| Q1 26 | $2.28 | — | ||
| Q4 25 | $2.19 | $-0.21 | ||
| Q3 25 | $1.95 | $-0.24 | ||
| Q2 25 | $1.81 | $-0.15 | ||
| Q1 25 | $1.92 | — | ||
| Q4 24 | $1.89 | — | ||
| Q3 24 | $1.56 | — | ||
| Q2 24 | $1.46 | — |
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 | — | $2.4B |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $17.6B | $9.7B |
| 总资产 | $20.1B | $15.9B |
| 负债/权益比越低杠杆越低 | — | 0.31× |
8季度趋势，按日历期对齐
现金及短期投资ISRGQXO
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $2.4B | ||
| Q3 25 | $4.9B | $2.3B | ||
| Q2 25 | $5.3B | $2.3B | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $4.8B | — |
总债务ISRGQXO
| Q1 26 | — | — | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ISRGQXO
| Q1 26 | $17.6B | — | ||
| Q4 25 | $17.8B | $9.7B | ||
| Q3 25 | $16.9B | $9.8B | ||
| Q2 25 | $17.8B | $9.9B | ||
| Q1 25 | $17.1B | — | ||
| Q4 24 | $16.4B | — | ||
| Q3 24 | $15.6B | — | ||
| Q2 24 | $14.7B | — |
总资产ISRGQXO
| Q1 26 | $20.1B | — | ||
| Q4 25 | $20.5B | $15.9B | ||
| Q3 25 | $19.4B | $16.6B | ||
| Q2 25 | $20.2B | $17.1B | ||
| Q1 25 | $19.2B | — | ||
| Q4 24 | $18.7B | — | ||
| Q3 24 | $17.7B | — | ||
| Q2 24 | $16.6B | — |
负债/权益比ISRGQXO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.31× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.31× | ||
| Q1 25 | — | — | ||
| 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 | — | $186.6M |
| 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 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流ISRGQXO
| Q1 26 | — | — | ||
| Q4 25 | $892.5M | $186.6M | ||
| Q3 25 | $841.0M | $212.5M | ||
| Q2 25 | $715.4M | $-174.2M | ||
| Q1 25 | $581.6M | — | ||
| Q4 24 | $822.6M | — | ||
| Q3 24 | $706.5M | — | ||
| Q2 24 | $620.5M | — |
自由现金流ISRGQXO
| Q1 26 | — | — | ||
| Q4 25 | $730.0M | — | ||
| Q3 25 | $735.6M | $182.4M | ||
| Q2 25 | $560.1M | — | ||
| Q1 25 | $465.0M | — | ||
| Q4 24 | $510.6M | — | ||
| Q3 24 | $458.6M | — | ||
| Q2 24 | $311.1M | — |
自由现金流率ISRGQXO
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | — | ||
| Q3 25 | 29.4% | 6.7% | ||
| Q2 25 | 23.0% | — | ||
| Q1 25 | 20.6% | — | ||
| Q4 24 | 21.2% | — | ||
| Q3 24 | 22.5% | — | ||
| Q2 24 | 15.5% | — |
资本支出强度ISRGQXO
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | — | ||
| Q3 25 | 4.2% | 1.1% | ||
| Q2 25 | 6.4% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 12.9% | — | ||
| Q3 24 | 12.2% | — | ||
| Q2 24 | 15.4% | — |
现金转化率ISRGQXO
| 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% |
QXO
暂无分部数据
