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直觉外科（ISRG）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是直觉外科的1.5倍（$4.2B vs $2.8B），直觉外科净利率更高（29.8% vs 13.5%，领先16.3%），直觉外科同比增速更快（23.0% vs 3.5%），过去两年直觉外科的营收复合增速更高（17.4% vs 7.1%）
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
ISRG vs RJF — 直观对比
营收规模更大
RJF
是对方的1.5倍
$2.8B
营收增速更快
ISRG
高出19.5%
3.5%
净利率更高
ISRG
高出16.3%
13.5%
两年增速更快
ISRG
近两年复合增速
7.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $4.2B |
| 净利润 | $826.0M | $563.0M |
| 毛利率 | 66.1% | — |
| 营业利润率 | 64.8% | — |
| 净利率 | 29.8% | 13.5% |
| 营收同比 | 23.0% | 3.5% |
| 净利润同比 | 17.4% | -6.2% |
| 每股收益（稀释后） | $2.28 | $2.79 |
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ISRGRJF
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $4.2B | ||
| Q3 25 | $2.5B | $4.2B | ||
| Q2 25 | $2.4B | $3.8B | ||
| Q1 25 | $2.3B | $3.8B | ||
| Q4 24 | $2.4B | $4.0B | ||
| Q3 24 | $2.0B | $4.0B | ||
| Q2 24 | $2.0B | $3.8B |
净利润ISRGRJF
| Q1 26 | $826.0M | — | ||
| Q4 25 | $794.8M | $563.0M | ||
| Q3 25 | $704.4M | $604.0M | ||
| Q2 25 | $658.4M | $436.0M | ||
| Q1 25 | $698.4M | $495.0M | ||
| Q4 24 | $685.7M | $600.0M | ||
| Q3 24 | $565.1M | $602.0M | ||
| Q2 24 | $526.9M | $492.0M |
毛利率ISRGRJF
| Q1 26 | 66.1% | — | ||
| Q4 25 | 66.4% | — | ||
| Q3 25 | 66.4% | — | ||
| Q2 25 | 66.3% | — | ||
| Q1 25 | 64.7% | — | ||
| Q4 24 | 68.0% | — | ||
| Q3 24 | 67.4% | — | ||
| Q2 24 | 68.3% | — |
营业利润率ISRGRJF
| Q1 26 | 64.8% | — | ||
| Q4 25 | 30.2% | — | ||
| Q3 25 | 30.3% | — | ||
| Q2 25 | 30.5% | 14.7% | ||
| Q1 25 | 25.7% | 17.5% | ||
| Q4 24 | 30.4% | 18.6% | ||
| Q3 24 | 28.3% | — | ||
| Q2 24 | 28.2% | 17.1% |
净利率ISRGRJF
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.7% | 13.5% | ||
| Q3 25 | 28.1% | 14.4% | ||
| Q2 25 | 27.0% | 11.3% | ||
| Q1 25 | 31.0% | 12.9% | ||
| Q4 24 | 28.4% | 14.9% | ||
| Q3 24 | 27.7% | 15.0% | ||
| Q2 24 | 26.2% | 13.1% |
每股收益（稀释后）ISRGRJF
| Q1 26 | $2.28 | — | ||
| Q4 25 | $2.19 | $2.79 | ||
| Q3 25 | $1.95 | $2.96 | ||
| Q2 25 | $1.81 | $2.12 | ||
| Q1 25 | $1.92 | $2.36 | ||
| Q4 24 | $1.89 | $2.86 | ||
| Q3 24 | $1.56 | $2.85 | ||
| Q2 24 | $1.46 | $2.31 |
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 | — | $9.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $17.6B | $12.6B |
| 总资产 | $20.1B | $88.8B |
| 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ISRGRJF
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $9.9B | ||
| Q3 25 | $4.9B | $11.4B | ||
| Q2 25 | $5.3B | $9.2B | ||
| Q1 25 | $4.5B | $9.7B | ||
| Q4 24 | $4.0B | $10.0B | ||
| Q3 24 | $4.2B | $11.0B | ||
| Q2 24 | $4.8B | $9.1B |
股东权益ISRGRJF
| Q1 26 | $17.6B | — | ||
| Q4 25 | $17.8B | $12.6B | ||
| Q3 25 | $16.9B | $12.5B | ||
| Q2 25 | $17.8B | $12.3B | ||
| Q1 25 | $17.1B | $12.2B | ||
| Q4 24 | $16.4B | $11.9B | ||
| Q3 24 | $15.6B | $11.7B | ||
| Q2 24 | $14.7B | $11.2B |
总资产ISRGRJF
| Q1 26 | $20.1B | — | ||
| Q4 25 | $20.5B | $88.8B | ||
| Q3 25 | $19.4B | $88.2B | ||
| Q2 25 | $20.2B | $84.8B | ||
| Q1 25 | $19.2B | $83.1B | ||
| Q4 24 | $18.7B | $82.3B | ||
| Q3 24 | $17.7B | $83.0B | ||
| Q2 24 | $16.6B | $80.6B |
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 | — | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-56.0M |
| 自由现金流率自由现金流/营收 | — | -1.3% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | — | -0.02× |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流ISRGRJF
| Q1 26 | — | — | ||
| Q4 25 | $892.5M | $-10.0M | ||
| Q3 25 | $841.0M | $796.0M | ||
| Q2 25 | $715.4M | $691.0M | ||
| Q1 25 | $581.6M | $117.0M | ||
| Q4 24 | $822.6M | $830.0M | ||
| Q3 24 | $706.5M | $510.0M | ||
| Q2 24 | $620.5M | $711.0M |
自由现金流ISRGRJF
| Q1 26 | — | — | ||
| Q4 25 | $730.0M | $-56.0M | ||
| Q3 25 | $735.6M | $752.0M | ||
| Q2 25 | $560.1M | $634.0M | ||
| Q1 25 | $465.0M | $71.0M | ||
| Q4 24 | $510.6M | $789.0M | ||
| Q3 24 | $458.6M | $460.0M | ||
| Q2 24 | $311.1M | $655.0M |
自由现金流率ISRGRJF
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | -1.3% | ||
| Q3 25 | 29.4% | 17.9% | ||
| Q2 25 | 23.0% | 16.5% | ||
| Q1 25 | 20.6% | 1.8% | ||
| Q4 24 | 21.2% | 19.6% | ||
| Q3 24 | 22.5% | 11.5% | ||
| Q2 24 | 15.5% | 17.4% |
资本支出强度ISRGRJF
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 1.1% | ||
| Q3 25 | 4.2% | 1.1% | ||
| Q2 25 | 6.4% | 1.5% | ||
| Q1 25 | 5.2% | 1.2% | ||
| Q4 24 | 12.9% | 1.0% | ||
| Q3 24 | 12.2% | 1.2% | ||
| Q2 24 | 15.4% | 1.5% |
现金转化率ISRGRJF
| Q1 26 | — | — | ||
| Q4 25 | 1.12× | -0.02× | ||
| Q3 25 | 1.19× | 1.32× | ||
| Q2 25 | 1.09× | 1.58× | ||
| Q1 25 | 0.83× | 0.24× | ||
| Q4 24 | 1.20× | 1.38× | ||
| Q3 24 | 1.25× | 0.85× | ||
| Q2 24 | 1.18× | 1.45× |
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% |
RJF
暂无分部数据
