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直觉外科（ISRG）与RPM INTERNATIONAL INC（RPM）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RPM INTERNATIONAL INC的1.5倍（$2.8B vs $1.9B），直觉外科净利率更高（29.8% vs 8.4%，领先21.4%），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 12.0%）
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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
ISRG vs RPM — 直观对比
营收规模更大
ISRG
是对方的1.5倍
$1.9B
营收增速更快
ISRG
高出19.5%
3.5%
净利率更高
ISRG
高出21.4%
8.4%
两年增速更快
ISRG
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.9B |
| 净利润 | $826.0M | $161.2M |
| 毛利率 | 66.1% | 40.8% |
| 营业利润率 | — | 11.0% |
| 净利率 | 29.8% | 8.4% |
| 营收同比 | 23.0% | 3.5% |
| 净利润同比 | 17.4% | -12.0% |
| 每股收益（稀释后） | $2.28 | $1.26 |
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ISRGRPM
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $1.9B | ||
| Q3 25 | $2.5B | $2.1B | ||
| Q2 25 | $2.4B | $2.1B | ||
| Q1 25 | $2.3B | $1.5B | ||
| Q4 24 | $2.4B | $1.8B | ||
| Q3 24 | $2.0B | $2.0B | ||
| Q2 24 | $2.0B | $2.0B |
净利润ISRGRPM
| Q1 26 | $826.0M | — | ||
| Q4 25 | $794.8M | $161.2M | ||
| Q3 25 | $704.4M | $227.6M | ||
| Q2 25 | $658.4M | $225.8M | ||
| Q1 25 | $698.4M | $52.0M | ||
| Q4 24 | $685.7M | $183.2M | ||
| Q3 24 | $565.1M | $227.7M | ||
| Q2 24 | $526.9M | $180.6M |
毛利率ISRGRPM
| Q1 26 | 66.1% | — | ||
| Q4 25 | 66.4% | 40.8% | ||
| Q3 25 | 66.4% | 42.3% | ||
| Q2 25 | 66.3% | 42.4% | ||
| Q1 25 | 64.7% | 38.4% | ||
| Q4 24 | 68.0% | 41.4% | ||
| Q3 24 | 67.4% | 42.5% | ||
| Q2 24 | 68.3% | 41.4% |
营业利润率ISRGRPM
| Q1 26 | — | — | ||
| Q4 25 | 30.2% | 11.0% | ||
| Q3 25 | 30.3% | 14.1% | ||
| Q2 25 | 30.5% | 11.9% | ||
| Q1 25 | 25.7% | 2.8% | ||
| Q4 24 | 30.4% | 11.5% | ||
| Q3 24 | 28.3% | 14.8% | ||
| Q2 24 | 28.2% | 11.9% |
净利率ISRGRPM
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.7% | 8.4% | ||
| Q3 25 | 28.1% | 10.8% | ||
| Q2 25 | 27.0% | 10.8% | ||
| Q1 25 | 31.0% | 3.5% | ||
| Q4 24 | 28.4% | 9.9% | ||
| Q3 24 | 27.7% | 11.6% | ||
| Q2 24 | 26.2% | 9.0% |
每股收益（稀释后）ISRGRPM
| Q1 26 | $2.28 | — | ||
| Q4 25 | $2.19 | $1.26 | ||
| Q3 25 | $1.95 | $1.77 | ||
| Q2 25 | $1.81 | $1.76 | ||
| Q1 25 | $1.92 | $0.40 | ||
| Q4 24 | $1.89 | $1.42 | ||
| Q3 24 | $1.56 | $1.77 | ||
| Q2 24 | $1.46 | $1.40 |
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 | — | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $17.6B | $3.1B |
| 总资产 | $20.1B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资ISRGRPM
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $316.6M | ||
| Q3 25 | $4.9B | $297.1M | ||
| Q2 25 | $5.3B | $302.1M | ||
| Q1 25 | $4.5B | $241.9M | ||
| Q4 24 | $4.0B | $268.7M | ||
| Q3 24 | $4.2B | $231.6M | ||
| Q2 24 | $4.8B | $237.4M |
总债务ISRGRPM
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B |
股东权益ISRGRPM
| Q1 26 | $17.6B | — | ||
| Q4 25 | $17.8B | $3.1B | ||
| Q3 25 | $16.9B | $3.1B | ||
| Q2 25 | $17.8B | $2.9B | ||
| Q1 25 | $17.1B | $2.7B | ||
| Q4 24 | $16.4B | $2.7B | ||
| Q3 24 | $15.6B | $2.6B | ||
| Q2 24 | $14.7B | $2.5B |
总资产ISRGRPM
| Q1 26 | $20.1B | — | ||
| Q4 25 | $20.5B | $7.9B | ||
| Q3 25 | $19.4B | $7.9B | ||
| Q2 25 | $20.2B | $7.8B | ||
| Q1 25 | $19.2B | $6.6B | ||
| Q4 24 | $18.7B | $6.7B | ||
| Q3 24 | $17.7B | $6.6B | ||
| Q2 24 | $16.6B | $6.6B |
负债/权益比ISRGRPM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× |
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 | — | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势，按日历期对齐
经营现金流ISRGRPM
| Q1 26 | — | — | ||
| Q4 25 | $892.5M | $345.7M | ||
| Q3 25 | $841.0M | $237.5M | ||
| Q2 25 | $715.4M | $149.2M | ||
| Q1 25 | $581.6M | $91.5M | ||
| Q4 24 | $822.6M | $279.4M | ||
| Q3 24 | $706.5M | $248.1M | ||
| Q2 24 | $620.5M | $181.2M |
自由现金流ISRGRPM
| Q1 26 | — | — | ||
| Q4 25 | $730.0M | $296.4M | ||
| Q3 25 | $735.6M | $175.0M | ||
| Q2 25 | $560.1M | $78.2M | ||
| Q1 25 | $465.0M | $33.3M | ||
| Q4 24 | $510.6M | $229.5M | ||
| Q3 24 | $458.6M | $197.3M | ||
| Q2 24 | $311.1M | $105.3M |
自由现金流率ISRGRPM
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | 15.5% | ||
| Q3 25 | 29.4% | 8.3% | ||
| Q2 25 | 23.0% | 3.8% | ||
| Q1 25 | 20.6% | 2.3% | ||
| Q4 24 | 21.2% | 12.4% | ||
| Q3 24 | 22.5% | 10.0% | ||
| Q2 24 | 15.5% | 5.2% |
资本支出强度ISRGRPM
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 2.6% | ||
| Q3 25 | 4.2% | 3.0% | ||
| Q2 25 | 6.4% | 3.4% | ||
| Q1 25 | 5.2% | 3.9% | ||
| Q4 24 | 12.9% | 2.7% | ||
| Q3 24 | 12.2% | 2.6% | ||
| Q2 24 | 15.4% | 3.8% |
现金转化率ISRGRPM
| Q1 26 | — | — | ||
| Q4 25 | 1.12× | 2.14× | ||
| Q3 25 | 1.19× | 1.04× | ||
| Q2 25 | 1.09× | 0.66× | ||
| Q1 25 | 0.83× | 1.76× | ||
| Q4 24 | 1.20× | 1.53× | ||
| Q3 24 | 1.25× | 1.09× | ||
| Q2 24 | 1.18× | 1.00× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
