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直觉外科（ISRG）与Tractor Supply（TSCO）财务数据对比。点击上方公司名可切换其他公司
Tractor Supply的季度营收约是直觉外科的1.3倍（$3.6B vs $2.8B），直觉外科净利率更高（29.8% vs 4.6%，领先25.2%），Tractor Supply同比增速更快（100.0% vs 23.0%），过去两年直觉外科的营收复合增速更高（17.4% vs -8.0%）
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。
Tractor Supply Company成立于1938年，是美国连锁零售企业，主营家居装修、农业、园艺养护、牲畜、马术及宠物护理相关设备与用品，客群覆盖农民、牧场主、宠物主及土地所有者。截至2024年共开设2250家门店，总部位于田纳西州布伦特伍德，为纳斯达克上市的财富500强企业。
ISRG vs TSCO — 直观对比
营收规模更大
TSCO
是对方的1.3倍
$2.8B
营收增速更快
TSCO
高出77.0%
23.0%
净利率更高
ISRG
高出25.2%
4.6%
两年增速更快
ISRG
近两年复合增速
-8.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $3.6B |
| 净利润 | $826.0M | $164.5M |
| 毛利率 | 66.1% | 36.2% |
| 营业利润率 | — | 6.5% |
| 净利率 | 29.8% | 4.6% |
| 营收同比 | 23.0% | 100.0% |
| 净利润同比 | 17.4% | 4.6% |
| 每股收益（稀释后） | $2.28 | $0.31 |
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ISRGTSCO
| Q1 26 | $2.8B | $3.6B | ||
| Q4 25 | $2.9B | $3.9B | ||
| Q3 25 | $2.5B | $3.7B | ||
| Q2 25 | $2.4B | $4.4B | ||
| Q1 25 | $2.3B | $3.5B | ||
| Q4 24 | $2.4B | $3.8B | ||
| Q3 24 | $2.0B | $3.5B | ||
| Q2 24 | $2.0B | $4.2B |
净利润ISRGTSCO
| Q1 26 | $826.0M | $164.5M | ||
| Q4 25 | $794.8M | $227.4M | ||
| Q3 25 | $704.4M | $259.3M | ||
| Q2 25 | $658.4M | $430.0M | ||
| Q1 25 | $698.4M | $179.4M | ||
| Q4 24 | $685.7M | $236.4M | ||
| Q3 24 | $565.1M | $241.5M | ||
| Q2 24 | $526.9M | $425.2M |
毛利率ISRGTSCO
| Q1 26 | 66.1% | 36.2% | ||
| Q4 25 | 66.4% | 35.1% | ||
| Q3 25 | 66.4% | 37.4% | ||
| Q2 25 | 66.3% | 36.9% | ||
| Q1 25 | 64.7% | 36.2% | ||
| Q4 24 | 68.0% | 35.2% | ||
| Q3 24 | 67.4% | 37.2% | ||
| Q2 24 | 68.3% | 36.6% |
营业利润率ISRGTSCO
| Q1 26 | — | 6.5% | ||
| Q4 25 | 30.2% | 7.6% | ||
| Q3 25 | 30.3% | 9.2% | ||
| Q2 25 | 30.5% | 13.0% | ||
| Q1 25 | 25.7% | 7.2% | ||
| Q4 24 | 30.4% | 8.4% | ||
| Q3 24 | 28.3% | 9.4% | ||
| Q2 24 | 28.2% | 13.2% |
净利率ISRGTSCO
| Q1 26 | 29.8% | 4.6% | ||
| Q4 25 | 27.7% | 5.8% | ||
| Q3 25 | 28.1% | 7.0% | ||
| Q2 25 | 27.0% | 9.7% | ||
| Q1 25 | 31.0% | 5.2% | ||
| Q4 24 | 28.4% | 6.3% | ||
| Q3 24 | 27.7% | 7.0% | ||
| Q2 24 | 26.2% | 10.0% |
每股收益（稀释后）ISRGTSCO
| Q1 26 | $2.28 | $0.31 | ||
| Q4 25 | $2.19 | $0.42 | ||
| Q3 25 | $1.95 | $0.49 | ||
| Q2 25 | $1.81 | $0.81 | ||
| Q1 25 | $1.92 | $0.34 | ||
| Q4 24 | $1.89 | $-5.96 | ||
| Q3 24 | $1.56 | $2.24 | ||
| Q2 24 | $1.46 | $3.93 |
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 | — | $224.3M |
| 总债务越低越好 | — | $2.1B |
| 股东权益账面价值 | $17.6B | $2.5B |
| 总资产 | $20.1B | $11.7B |
| 负债/权益比越低杠杆越低 | — | 0.85× |
8季度趋势，按日历期对齐
现金及短期投资ISRGTSCO
| Q1 26 | — | $224.3M | ||
| Q4 25 | $5.9B | $194.1M | ||
| Q3 25 | $4.9B | $184.6M | ||
| Q2 25 | $5.3B | $225.8M | ||
| Q1 25 | $4.5B | $231.7M | ||
| Q4 24 | $4.0B | $251.5M | ||
| Q3 24 | $4.2B | $186.3M | ||
| Q2 24 | $4.8B | $394.7M |
总债务ISRGTSCO
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $150.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $150.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ISRGTSCO
| Q1 26 | $17.6B | $2.5B | ||
| Q4 25 | $17.8B | $2.6B | ||
| Q3 25 | $16.9B | $2.6B | ||
| Q2 25 | $17.8B | $2.5B | ||
| Q1 25 | $17.1B | $2.2B | ||
| Q4 24 | $16.4B | $2.3B | ||
| Q3 24 | $15.6B | $2.3B | ||
| Q2 24 | $14.7B | $2.3B |
总资产ISRGTSCO
| Q1 26 | $20.1B | $11.7B | ||
| Q4 25 | $20.5B | $10.9B | ||
| Q3 25 | $19.4B | $10.9B | ||
| Q2 25 | $20.2B | $10.6B | ||
| Q1 25 | $19.2B | $10.4B | ||
| Q4 24 | $18.7B | $9.8B | ||
| Q3 24 | $17.7B | $9.8B | ||
| Q2 24 | $16.6B | $9.8B |
负债/权益比ISRGTSCO
| Q1 26 | — | 0.85× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.07× | ||
| 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 | — | $91.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 5.6% |
| 现金转化率经营现金流/净利润 | — | 0.55× |
| 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ISRGTSCO
| Q1 26 | — | $91.1M | ||
| Q4 25 | $892.5M | $324.8M | ||
| Q3 25 | $841.0M | $307.9M | ||
| Q2 25 | $715.4M | $785.8M | ||
| Q1 25 | $581.6M | $216.8M | ||
| Q4 24 | $822.6M | $517.2M | ||
| Q3 24 | $706.5M | $86.3M | ||
| Q2 24 | $620.5M | $559.9M |
自由现金流ISRGTSCO
| Q1 26 | — | — | ||
| Q4 25 | $730.0M | $59.3M | ||
| Q3 25 | $735.6M | $30.3M | ||
| Q2 25 | $560.1M | $575.4M | ||
| Q1 25 | $465.0M | $75.5M | ||
| Q4 24 | $510.6M | $271.2M | ||
| Q3 24 | $458.6M | $-101.9M | ||
| Q2 24 | $311.1M | $367.3M |
自由现金流率ISRGTSCO
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | 1.5% | ||
| Q3 25 | 29.4% | 0.8% | ||
| Q2 25 | 23.0% | 13.0% | ||
| Q1 25 | 20.6% | 2.2% | ||
| Q4 24 | 21.2% | 7.2% | ||
| Q3 24 | 22.5% | -2.9% | ||
| Q2 24 | 15.5% | 8.6% |
资本支出强度ISRGTSCO
| Q1 26 | — | 5.6% | ||
| Q4 25 | 5.7% | 6.8% | ||
| Q3 25 | 4.2% | 7.5% | ||
| Q2 25 | 6.4% | 4.7% | ||
| Q1 25 | 5.2% | 4.1% | ||
| Q4 24 | 12.9% | 6.5% | ||
| Q3 24 | 12.2% | 5.4% | ||
| Q2 24 | 15.4% | 4.5% |
现金转化率ISRGTSCO
| Q1 26 | — | 0.55× | ||
| Q4 25 | 1.12× | 1.43× | ||
| Q3 25 | 1.19× | 1.19× | ||
| Q2 25 | 1.09× | 1.83× | ||
| Q1 25 | 0.83× | 1.21× | ||
| Q4 24 | 1.20× | 2.19× | ||
| Q3 24 | 1.25× | 0.36× | ||
| Q2 24 | 1.18× | 1.32× |
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% |
TSCO
暂无分部数据
