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直觉外科（ISRG）与Schneider National, Inc.（SNDR）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Schneider National, Inc.的2.0倍（$2.8B vs $1.4B），直觉外科净利率更高（29.8% vs 1.6%，领先28.2%），直觉外科同比增速更快（23.0% vs 4.5%），过去两年直觉外科的营收复合增速更高（17.4% vs 3.0%）
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。
美国施耐德国家公司是知名交通运输企业，提供整车运输、多式联运及综合物流服务，业务涵盖区域配送、长途运输、加急运输、专属运力、散货运输、货运代理、越库物流、共同配送点分拨、供应链管理、港口物流等领域，可为客户提供定制化供应链解决方案。
ISRG vs SNDR — 直观对比
营收规模更大
ISRG
是对方的2.0倍
$1.4B
营收增速更快
ISRG
高出18.4%
4.5%
净利率更高
ISRG
高出28.2%
1.6%
两年增速更快
ISRG
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.4B |
| 净利润 | $826.0M | $22.1M |
| 毛利率 | 66.1% | — |
| 营业利润率 | — | 2.6% |
| 净利率 | 29.8% | 1.6% |
| 营收同比 | 23.0% | 4.5% |
| 净利润同比 | 17.4% | -32.2% |
| 每股收益（稀释后） | $2.28 | $0.13 |
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ISRGSNDR
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $1.4B | ||
| Q3 25 | $2.5B | $1.5B | ||
| Q2 25 | $2.4B | $1.4B | ||
| Q1 25 | $2.3B | $1.4B | ||
| Q4 24 | $2.4B | $1.3B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $2.0B | $1.3B |
净利润ISRGSNDR
| Q1 26 | $826.0M | — | ||
| Q4 25 | $794.8M | $22.1M | ||
| Q3 25 | $704.4M | $19.4M | ||
| Q2 25 | $658.4M | $36.0M | ||
| Q1 25 | $698.4M | $26.1M | ||
| Q4 24 | $685.7M | $32.6M | ||
| Q3 24 | $565.1M | $30.6M | ||
| Q2 24 | $526.9M | $35.3M |
毛利率ISRGSNDR
| 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ISRGSNDR
| Q1 26 | — | — | ||
| Q4 25 | 30.2% | 2.6% | ||
| Q3 25 | 30.3% | 2.4% | ||
| Q2 25 | 30.5% | 3.9% | ||
| Q1 25 | 25.7% | 3.0% | ||
| Q4 24 | 30.4% | 3.2% | ||
| Q3 24 | 28.3% | 3.3% | ||
| Q2 24 | 28.2% | 3.9% |
净利率ISRGSNDR
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.7% | 1.6% | ||
| Q3 25 | 28.1% | 1.3% | ||
| Q2 25 | 27.0% | 2.5% | ||
| Q1 25 | 31.0% | 1.9% | ||
| Q4 24 | 28.4% | 2.4% | ||
| Q3 24 | 27.7% | 2.3% | ||
| Q2 24 | 26.2% | 2.7% |
每股收益（稀释后）ISRGSNDR
| Q1 26 | $2.28 | — | ||
| Q4 25 | $2.19 | $0.13 | ||
| Q3 25 | $1.95 | $0.11 | ||
| Q2 25 | $1.81 | $0.20 | ||
| Q1 25 | $1.92 | $0.15 | ||
| Q4 24 | $1.89 | $0.19 | ||
| Q3 24 | $1.56 | $0.17 | ||
| Q2 24 | $1.46 | $0.20 |
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 | — | $41.8M |
| 总债务越低越好 | — | $390.9M |
| 股东权益账面价值 | $17.6B | $3.0B |
| 总资产 | $20.1B | $4.8B |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资ISRGSNDR
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $41.8M | ||
| Q3 25 | $4.9B | $235.7M | ||
| Q2 25 | $5.3B | $205.1M | ||
| Q1 25 | $4.5B | $154.3M | ||
| Q4 24 | $4.0B | $165.5M | ||
| Q3 24 | $4.2B | $231.6M | ||
| Q2 24 | $4.8B | $157.2M |
总债务ISRGSNDR
| Q1 26 | — | — | ||
| Q4 25 | — | $390.9M | ||
| Q3 25 | — | $509.8M | ||
| Q2 25 | — | $512.7M | ||
| Q1 25 | — | $565.8M | ||
| Q4 24 | — | $420.8M | ||
| Q3 24 | — | $124.7M | ||
| Q2 24 | — | $125.8M |
股东权益ISRGSNDR
| Q1 26 | $17.6B | — | ||
| Q4 25 | $17.8B | $3.0B | ||
| Q3 25 | $16.9B | $3.0B | ||
| Q2 25 | $17.8B | $3.0B | ||
| Q1 25 | $17.1B | $3.0B | ||
| Q4 24 | $16.4B | $3.0B | ||
| Q3 24 | $15.6B | $3.0B | ||
| Q2 24 | $14.7B | $3.0B |
总资产ISRGSNDR
| Q1 26 | $20.1B | — | ||
| Q4 25 | $20.5B | $4.8B | ||
| Q3 25 | $19.4B | $5.0B | ||
| Q2 25 | $20.2B | $5.0B | ||
| Q1 25 | $19.2B | $5.0B | ||
| Q4 24 | $18.7B | $4.9B | ||
| Q3 24 | $17.7B | $4.6B | ||
| Q2 24 | $16.6B | $4.5B |
负债/权益比ISRGSNDR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× |
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 | — | $186.0M |
| 自由现金流经营现金流 - 资本支出 | — | $145.5M |
| 自由现金流率自由现金流/营收 | — | 10.4% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | — | 8.42× |
| 过去12个月自由现金流最近4个季度 | — | $285.4M |
8季度趋势，按日历期对齐
经营现金流ISRGSNDR
| Q1 26 | — | — | ||
| Q4 25 | $892.5M | $186.0M | ||
| Q3 25 | $841.0M | $184.2M | ||
| Q2 25 | $715.4M | $175.5M | ||
| Q1 25 | $581.6M | $91.7M | ||
| Q4 24 | $822.6M | $199.5M | ||
| Q3 24 | $706.5M | $206.4M | ||
| Q2 24 | $620.5M | $182.6M |
自由现金流ISRGSNDR
| Q1 26 | — | — | ||
| Q4 25 | $730.0M | $145.5M | ||
| Q3 25 | $735.6M | $56.2M | ||
| Q2 25 | $560.1M | $106.4M | ||
| Q1 25 | $465.0M | $-22.7M | ||
| Q4 24 | $510.6M | $113.6M | ||
| Q3 24 | $458.6M | $98.7M | ||
| Q2 24 | $311.1M | $85.5M |
自由现金流率ISRGSNDR
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | 10.4% | ||
| Q3 25 | 29.4% | 3.9% | ||
| Q2 25 | 23.0% | 7.5% | ||
| Q1 25 | 20.6% | -1.6% | ||
| Q4 24 | 21.2% | 8.5% | ||
| Q3 24 | 22.5% | 7.5% | ||
| Q2 24 | 15.5% | 6.5% |
资本支出强度ISRGSNDR
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 2.9% | ||
| Q3 25 | 4.2% | 8.8% | ||
| Q2 25 | 6.4% | 4.9% | ||
| Q1 25 | 5.2% | 8.2% | ||
| Q4 24 | 12.9% | 6.4% | ||
| Q3 24 | 12.2% | 8.2% | ||
| Q2 24 | 15.4% | 7.4% |
现金转化率ISRGSNDR
| Q1 26 | — | — | ||
| Q4 25 | 1.12× | 8.42× | ||
| Q3 25 | 1.19× | 9.49× | ||
| Q2 25 | 1.09× | 4.88× | ||
| Q1 25 | 0.83× | 3.51× | ||
| Q4 24 | 1.20× | 6.12× | ||
| Q3 24 | 1.25× | 6.75× | ||
| Q2 24 | 1.18× | 5.17× |
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% |
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
