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KESTRA MEDICAL TECHNOLOGIES, LTD.（KMTS）与NeuroPace Inc（NPCE）财务数据对比。点击上方公司名可切换其他公司
NeuroPace Inc的季度营收约是KESTRA MEDICAL TECHNOLOGIES, LTD.的1.2倍（$26.6M vs $22.6M），NeuroPace Inc净利率更高（-10.3% vs -145.3%，领先135.0%），NeuroPace Inc自由现金流更多（$409.0K vs $-25.6M）
Kestra Medical Technologies（KMTS）是一家专注于微创医疗器械研发、生产与商业化的医疗科技企业，核心产品覆盖介入心脏病学与结构性心脏病治疗领域，市场覆盖北美、欧洲及亚太重点区域，服务全球医疗机构与患者。
NeuroPace Inc是一家专注于神经调控技术的医疗科技企业，核心产品为可植入式响应神经刺激系统，主要用于治疗药物难治性癫痫，通过与医疗机构合作，为北美及部分全球市场的患者提供个性化治疗方案，降低癫痫发作频率。
KMTS vs NPCE — 直观对比
营收规模更大
NPCE
是对方的1.2倍
$22.6M
净利率更高
NPCE
高出135.0%
-145.3%
自由现金流更多
NPCE
多$26.0M
$-25.6M
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $22.6M | $26.6M |
| 净利润 | $-32.8M | $-2.7M |
| 毛利率 | 50.6% | 77.4% |
| 营业利润率 | -140.7% | -6.6% |
| 净利率 | -145.3% | -10.3% |
| 营收同比 | — | 23.9% |
| 净利润同比 | — | 48.0% |
| 每股收益（稀释后） | $-0.64 | $-0.08 |
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KMTSNPCE
| Q4 25 | $22.6M | $26.6M | ||
| Q3 25 | $19.4M | $27.4M | ||
| Q2 25 | — | $23.5M | ||
| Q1 25 | — | $22.5M | ||
| Q4 24 | — | $21.5M | ||
| Q3 24 | — | $21.1M | ||
| Q2 24 | — | $19.3M | ||
| Q1 24 | — | $18.1M |
净利润KMTSNPCE
| Q4 25 | $-32.8M | $-2.7M | ||
| Q3 25 | $-25.8M | $-3.5M | ||
| Q2 25 | — | $-8.7M | ||
| Q1 25 | — | $-6.6M | ||
| Q4 24 | — | $-5.3M | ||
| Q3 24 | — | $-5.5M | ||
| Q2 24 | — | $-7.5M | ||
| Q1 24 | — | $-8.9M |
毛利率KMTSNPCE
| Q4 25 | 50.6% | 77.4% | ||
| Q3 25 | 45.7% | 77.4% | ||
| Q2 25 | — | 77.1% | ||
| Q1 25 | — | 77.0% | ||
| Q4 24 | — | 75.4% | ||
| Q3 24 | — | 73.2% | ||
| Q2 24 | — | 73.4% | ||
| Q1 24 | — | 73.6% |
营业利润率KMTSNPCE
| Q4 25 | -140.7% | -6.6% | ||
| Q3 25 | -149.1% | -9.5% | ||
| Q2 25 | — | -29.0% | ||
| Q1 25 | — | -22.9% | ||
| Q4 24 | — | -17.0% | ||
| Q3 24 | — | -20.1% | ||
| Q2 24 | — | -32.4% | ||
| Q1 24 | — | -41.6% |
净利率KMTSNPCE
| Q4 25 | -145.3% | -10.3% | ||
| Q3 25 | -133.3% | -12.8% | ||
| Q2 25 | — | -36.8% | ||
| Q1 25 | — | -29.3% | ||
| Q4 24 | — | -24.5% | ||
| Q3 24 | — | -25.9% | ||
| Q2 24 | — | -39.0% | ||
| Q1 24 | — | -49.2% |
每股收益（稀释后）KMTSNPCE
| Q4 25 | $-0.64 | $-0.08 | ||
| Q3 25 | $-0.50 | $-0.11 | ||
| Q2 25 | — | $-0.26 | ||
| Q1 25 | — | $-0.21 | ||
| Q4 24 | — | $-0.16 | ||
| Q3 24 | — | $-0.19 | ||
| Q2 24 | — | $-0.26 | ||
| Q1 24 | — | $-0.32 |
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 | $175.4M | $61.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $164.1M | $19.0M |
| 总资产 | $246.7M | $105.6M |
| 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KMTSNPCE
| Q4 25 | $175.4M | $61.1M | ||
| Q3 25 | $201.2M | $60.0M | ||
| Q2 25 | — | $62.1M | ||
| Q1 25 | — | $66.3M | ||
| Q4 24 | — | $52.8M | ||
| Q3 24 | — | $56.8M | ||
| Q2 24 | — | $55.5M | ||
| Q1 24 | — | $58.9M |
股东权益KMTSNPCE
| Q4 25 | $164.1M | $19.0M | ||
| Q3 25 | $184.2M | $18.5M | ||
| Q2 25 | — | $19.4M | ||
| Q1 25 | — | $24.3M | ||
| Q4 24 | — | $8.0M | ||
| Q3 24 | — | $9.8M | ||
| Q2 24 | — | $9.9M | ||
| Q1 24 | — | $14.3M |
总资产KMTSNPCE
| Q4 25 | $246.7M | $105.6M | ||
| Q3 25 | $266.3M | $107.3M | ||
| Q2 25 | — | $106.1M | ||
| Q1 25 | — | $110.2M | ||
| Q4 24 | — | $94.6M | ||
| Q3 24 | — | $96.3M | ||
| Q2 24 | — | $94.4M | ||
| Q1 24 | — | $98.9M |
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 | $-18.3M | $506.0K |
| 自由现金流经营现金流 - 资本支出 | $-25.6M | $409.0K |
| 自由现金流率自由现金流/营收 | -113.5% | 1.5% |
| 资本支出强度资本支出/营收 | 32.2% | 0.4% |
| 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 | — | $-11.3M |
8季度趋势，按日历期对齐
经营现金流KMTSNPCE
| Q4 25 | $-18.3M | $506.0K | ||
| Q3 25 | $-26.3M | $-1.9M | ||
| Q2 25 | — | $-2.1M | ||
| Q1 25 | — | $-7.5M | ||
| Q4 24 | — | $-4.8M | ||
| Q3 24 | — | $-1.7M | ||
| Q2 24 | — | $-3.9M | ||
| Q1 24 | — | $-7.5M |
自由现金流KMTSNPCE
| Q4 25 | $-25.6M | $409.0K | ||
| Q3 25 | $-34.4M | $-2.0M | ||
| Q2 25 | — | $-2.3M | ||
| Q1 25 | — | $-7.5M | ||
| Q4 24 | — | $-4.8M | ||
| Q3 24 | — | $-1.8M | ||
| Q2 24 | — | $-4.0M | ||
| Q1 24 | — | $-7.6M |
自由现金流率KMTSNPCE
| Q4 25 | -113.5% | 1.5% | ||
| Q3 25 | -177.8% | -7.2% | ||
| Q2 25 | — | -9.6% | ||
| Q1 25 | — | -33.4% | ||
| Q4 24 | — | -22.5% | ||
| Q3 24 | — | -8.7% | ||
| Q2 24 | — | -20.6% | ||
| Q1 24 | — | -42.1% |
资本支出强度KMTSNPCE
| Q4 25 | 32.2% | 0.4% | ||
| Q3 25 | 42.2% | 0.1% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 0.6% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
