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直觉外科（ISRG）与Roper Technologies（ROP）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Roper Technologies的1.3倍（$2.8B vs $2.1B），直觉外科净利率更高（29.8% vs 15.8%，领先14.0%），直觉外科同比增速更快（23.0% vs 11.3%），过去两年直觉外科的营收复合增速更高（17.4% vs 10.5%）
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。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
ISRG vs ROP — 直观对比
营收规模更大
ISRG
是对方的1.3倍
$2.1B
营收增速更快
ISRG
高出11.7%
11.3%
净利率更高
ISRG
高出14.0%
15.8%
两年增速更快
ISRG
近两年复合增速
10.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $2.1B |
| 净利润 | $826.0M | $331.0M |
| 毛利率 | 66.1% | 69.4% |
| 营业利润率 | — | 27.2% |
| 净利率 | 29.8% | 15.8% |
| 营收同比 | 23.0% | 11.3% |
| 净利润同比 | 17.4% | 842.6% |
| 每股收益（稀释后） | $2.28 | $4.87 |
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ISRGROP
| Q1 26 | $2.8B | $2.1B | ||
| Q4 25 | $2.9B | $2.1B | ||
| Q3 25 | $2.5B | $2.0B | ||
| Q2 25 | $2.4B | $1.9B | ||
| Q1 25 | $2.3B | $1.9B | ||
| Q4 24 | $2.4B | $1.9B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $2.0B | $1.7B |
净利润ISRGROP
| Q1 26 | $826.0M | $331.0M | ||
| Q4 25 | $794.8M | $428.4M | ||
| Q3 25 | $704.4M | $398.5M | ||
| Q2 25 | $658.4M | $378.3M | ||
| Q1 25 | $698.4M | $331.1M | ||
| Q4 24 | $685.7M | $462.3M | ||
| Q3 24 | $565.1M | $367.9M | ||
| Q2 24 | $526.9M | $337.1M |
毛利率ISRGROP
| Q1 26 | 66.1% | 69.4% | ||
| Q4 25 | 66.4% | 69.5% | ||
| Q3 25 | 66.4% | 69.5% | ||
| Q2 25 | 66.3% | 69.2% | ||
| Q1 25 | 64.7% | 68.7% | ||
| Q4 24 | 68.0% | 68.3% | ||
| Q3 24 | 67.4% | 69.2% | ||
| Q2 24 | 68.3% | 69.5% |
营业利润率ISRGROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 30.2% | 28.6% | ||
| Q3 25 | 30.3% | 28.4% | ||
| Q2 25 | 30.5% | 28.2% | ||
| Q1 25 | 25.7% | 27.9% | ||
| Q4 24 | 30.4% | 28.0% | ||
| Q3 24 | 28.3% | 28.1% | ||
| Q2 24 | 28.2% | 28.8% |
净利率ISRGROP
| Q1 26 | 29.8% | 15.8% | ||
| Q4 25 | 27.7% | 20.8% | ||
| Q3 25 | 28.1% | 19.8% | ||
| Q2 25 | 27.0% | 19.5% | ||
| Q1 25 | 31.0% | 17.6% | ||
| Q4 24 | 28.4% | 24.6% | ||
| Q3 24 | 27.7% | 20.8% | ||
| Q2 24 | 26.2% | 19.6% |
每股收益（稀释后）ISRGROP
| Q1 26 | $2.28 | $4.87 | ||
| Q4 25 | $2.19 | $3.97 | ||
| Q3 25 | $1.95 | $3.68 | ||
| Q2 25 | $1.81 | $3.49 | ||
| Q1 25 | $1.92 | $3.06 | ||
| Q4 24 | $1.89 | $4.29 | ||
| Q3 24 | $1.56 | $3.40 | ||
| Q2 24 | $1.46 | $3.12 |
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 | — | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $17.6B | $18.8B |
| 总资产 | $20.1B | $34.6B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资ISRGROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $5.9B | $297.4M | ||
| Q3 25 | $4.9B | $320.0M | ||
| Q2 25 | $5.3B | $242.4M | ||
| Q1 25 | $4.5B | $372.8M | ||
| Q4 24 | $4.0B | $188.2M | ||
| Q3 24 | $4.2B | $269.6M | ||
| Q2 24 | $4.8B | $251.5M |
总债务ISRGROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ISRGROP
| Q1 26 | $17.6B | $18.8B | ||
| Q4 25 | $17.8B | $19.9B | ||
| Q3 25 | $16.9B | $20.0B | ||
| Q2 25 | $17.8B | $19.6B | ||
| Q1 25 | $17.1B | $19.2B | ||
| Q4 24 | $16.4B | $18.9B | ||
| Q3 24 | $15.6B | $18.5B | ||
| Q2 24 | $14.7B | $18.1B |
总资产ISRGROP
| Q1 26 | $20.1B | $34.6B | ||
| Q4 25 | $20.5B | $34.6B | ||
| Q3 25 | $19.4B | $34.6B | ||
| Q2 25 | $20.2B | $33.2B | ||
| Q1 25 | $19.2B | $31.4B | ||
| Q4 24 | $18.7B | $31.3B | ||
| Q3 24 | $17.7B | $31.6B | ||
| Q2 24 | $16.6B | $29.8B |
负债/权益比ISRGROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.40× | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $507.0M |
| 自由现金流率自由现金流/营收 | — | 24.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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ISRGROP
| Q1 26 | — | — | ||
| Q4 25 | $892.5M | $738.0M | ||
| Q3 25 | $841.0M | $869.5M | ||
| Q2 25 | $715.4M | $404.1M | ||
| Q1 25 | $581.6M | $528.7M | ||
| Q4 24 | $822.6M | $722.2M | ||
| Q3 24 | $706.5M | $755.4M | ||
| Q2 24 | $620.5M | $384.1M |
自由现金流ISRGROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $730.0M | — | ||
| Q3 25 | $735.6M | — | ||
| 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ISRGROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 25.5% | — | ||
| Q3 25 | 29.4% | — | ||
| 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ISRGROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 5.7% | — | ||
| Q3 25 | 4.2% | — | ||
| 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ISRGROP
| Q1 26 | — | — | ||
| Q4 25 | 1.12× | 1.72× | ||
| Q3 25 | 1.19× | 2.18× | ||
| Q2 25 | 1.09× | 1.07× | ||
| Q1 25 | 0.83× | 1.60× | ||
| Q4 24 | 1.20× | 1.56× | ||
| Q3 24 | 1.25× | 2.05× | ||
| Q2 24 | 1.18× | 1.14× |
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% |
ROP
暂无分部数据
