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直觉外科（ISRG）与Revvity（RVTY）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Revvity的3.6倍（$2.8B vs $772.1M），直觉外科净利率更高（29.8% vs 12.7%，领先17.1%），直觉外科同比增速更快（23.0% vs 5.9%），过去两年直觉外科的营收复合增速更高（17.4% vs 9.0%）
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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
ISRG vs RVTY — 直观对比
营收规模更大
ISRG
是对方的3.6倍
$772.1M
营收增速更快
ISRG
高出17.1%
5.9%
净利率更高
ISRG
高出17.1%
12.7%
两年增速更快
ISRG
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $772.1M |
| 净利润 | $826.0M | $98.4M |
| 毛利率 | 66.1% | — |
| 营业利润率 | — | 14.5% |
| 净利率 | 29.8% | 12.7% |
| 营收同比 | 23.0% | 5.9% |
| 净利润同比 | 17.4% | 3.9% |
| 每股收益（稀释后） | $2.28 | $0.86 |
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ISRGRVTY
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $772.1M | ||
| Q3 25 | $2.5B | $698.9M | ||
| Q2 25 | $2.4B | $720.3M | ||
| Q1 25 | $2.3B | $664.8M | ||
| Q4 24 | $2.4B | $729.4M | ||
| Q3 24 | $2.0B | $684.0M | ||
| Q2 24 | $2.0B | $691.7M |
净利润ISRGRVTY
| Q1 26 | $826.0M | — | ||
| Q4 25 | $794.8M | $98.4M | ||
| Q3 25 | $704.4M | $46.7M | ||
| Q2 25 | $658.4M | $53.9M | ||
| Q1 25 | $698.4M | $42.2M | ||
| Q4 24 | $685.7M | $94.6M | ||
| Q3 24 | $565.1M | $94.4M | ||
| Q2 24 | $526.9M | $55.4M |
毛利率ISRGRVTY
| Q1 26 | 66.1% | — | ||
| Q4 25 | 66.4% | — | ||
| Q3 25 | 66.4% | 53.6% | ||
| Q2 25 | 66.3% | 54.5% | ||
| Q1 25 | 64.7% | 56.5% | ||
| Q4 24 | 68.0% | — | ||
| Q3 24 | 67.4% | 56.3% | ||
| Q2 24 | 68.3% | 55.7% |
营业利润率ISRGRVTY
| Q1 26 | — | — | ||
| Q4 25 | 30.2% | 14.5% | ||
| Q3 25 | 30.3% | 11.7% | ||
| Q2 25 | 30.5% | 12.6% | ||
| Q1 25 | 25.7% | 10.9% | ||
| Q4 24 | 30.4% | 16.3% | ||
| Q3 24 | 28.3% | 14.3% | ||
| Q2 24 | 28.2% | 12.4% |
净利率ISRGRVTY
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.7% | 12.7% | ||
| Q3 25 | 28.1% | 6.7% | ||
| Q2 25 | 27.0% | 7.5% | ||
| Q1 25 | 31.0% | 6.4% | ||
| Q4 24 | 28.4% | 13.0% | ||
| Q3 24 | 27.7% | 13.8% | ||
| Q2 24 | 26.2% | 8.0% |
每股收益（稀释后）ISRGRVTY
| Q1 26 | $2.28 | — | ||
| Q4 25 | $2.19 | $0.86 | ||
| Q3 25 | $1.95 | $0.40 | ||
| Q2 25 | $1.81 | $0.46 | ||
| Q1 25 | $1.92 | $0.35 | ||
| Q4 24 | $1.89 | $0.77 | ||
| Q3 24 | $1.56 | $0.77 | ||
| Q2 24 | $1.46 | $0.45 |
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 | — | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $17.6B | $7.3B |
| 总资产 | $20.1B | $12.2B |
| 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ISRGRVTY
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $919.9M | ||
| Q3 25 | $4.9B | $931.4M | ||
| Q2 25 | $5.3B | $991.8M | ||
| Q1 25 | $4.5B | $1.1B | ||
| Q4 24 | $4.0B | $1.2B | ||
| Q3 24 | $4.2B | $1.2B | ||
| Q2 24 | $4.8B | $2.0B |
股东权益ISRGRVTY
| Q1 26 | $17.6B | — | ||
| Q4 25 | $17.8B | $7.3B | ||
| Q3 25 | $16.9B | $7.4B | ||
| Q2 25 | $17.8B | $7.6B | ||
| Q1 25 | $17.1B | $7.6B | ||
| Q4 24 | $16.4B | $7.7B | ||
| Q3 24 | $15.6B | $7.9B | ||
| Q2 24 | $14.7B | $7.9B |
总资产ISRGRVTY
| Q1 26 | $20.1B | — | ||
| Q4 25 | $20.5B | $12.2B | ||
| Q3 25 | $19.4B | $12.1B | ||
| Q2 25 | $20.2B | $12.4B | ||
| Q1 25 | $19.2B | $12.4B | ||
| Q4 24 | $18.7B | $12.4B | ||
| Q3 24 | $17.7B | $12.8B | ||
| Q2 24 | $16.6B | $13.4B |
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 | — | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $161.8M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 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 | — | 1.85× |
| 过去12个月自由现金流最近4个季度 | — | $509.4M |
8季度趋势，按日历期对齐
经营现金流ISRGRVTY
| Q1 26 | — | — | ||
| Q4 25 | $892.5M | $182.0M | ||
| Q3 25 | $841.0M | $138.5M | ||
| Q2 25 | $715.4M | $134.3M | ||
| Q1 25 | $581.6M | $128.2M | ||
| Q4 24 | $822.6M | $174.2M | ||
| Q3 24 | $706.5M | $147.9M | ||
| Q2 24 | $620.5M | $158.6M |
自由现金流ISRGRVTY
| Q1 26 | — | — | ||
| Q4 25 | $730.0M | $161.8M | ||
| Q3 25 | $735.6M | $120.0M | ||
| Q2 25 | $560.1M | $115.5M | ||
| Q1 25 | $465.0M | $112.2M | ||
| Q4 24 | $510.6M | $149.8M | ||
| Q3 24 | $458.6M | $125.6M | ||
| Q2 24 | $311.1M | $136.6M |
自由现金流率ISRGRVTY
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | 21.0% | ||
| Q3 25 | 29.4% | 17.2% | ||
| Q2 25 | 23.0% | 16.0% | ||
| Q1 25 | 20.6% | 16.9% | ||
| Q4 24 | 21.2% | 20.5% | ||
| Q3 24 | 22.5% | 18.4% | ||
| Q2 24 | 15.5% | 19.7% |
资本支出强度ISRGRVTY
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 2.6% | ||
| Q3 25 | 4.2% | 2.6% | ||
| Q2 25 | 6.4% | 2.6% | ||
| Q1 25 | 5.2% | 2.4% | ||
| Q4 24 | 12.9% | 3.4% | ||
| Q3 24 | 12.2% | 3.3% | ||
| Q2 24 | 15.4% | 3.2% |
现金转化率ISRGRVTY
| Q1 26 | — | — | ||
| Q4 25 | 1.12× | 1.85× | ||
| Q3 25 | 1.19× | 2.97× | ||
| Q2 25 | 1.09× | 2.49× | ||
| Q1 25 | 0.83× | 3.03× | ||
| Q4 24 | 1.20× | 1.84× | ||
| Q3 24 | 1.25× | 1.57× | ||
| Q2 24 | 1.18× | 2.87× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
