vs
Lantheus Holdings, Inc.（LNTH）与QuidelOrtho Corp（QDEL）财务数据对比。点击上方公司名可切换其他公司
QuidelOrtho Corp的季度营收约是Lantheus Holdings, Inc.的1.7倍（$699.9M vs $406.8M）。Lantheus Holdings, Inc.净利率更高（13.3% vs -104.7%，领先118.0%）。Lantheus Holdings, Inc.同比增速更快（4.0% vs -3.7%）。Lantheus Holdings, Inc.自由现金流更多（$81.4M vs $-94.7M）。过去两年Lantheus Holdings, Inc.的营收复合增速更高（4.9% vs -2.9%）
Lantheus Holdings是一家全球性医疗保健企业，专注于研发、生产及商业化创新诊断显像剂与相关解决方案，产品覆盖肿瘤学、心脏病学、泌尿学等核心医疗领域，主要市场遍及北美及全球其他重点地区。
奎德尔奥索公司是美国的诊断医疗产品制造商，旗下产品面向全球市场销售，深耕体外诊断领域，为医疗机构及相关用户提供专业的检测解决方案，助力全球医疗健康服务效率提升。
LNTH vs QDEL — 直观对比
营收规模更大
QDEL
是对方的1.7倍
$406.8M
营收增速更快
LNTH
高出7.7%
-3.7%
净利率更高
LNTH
高出118.0%
-104.7%
自由现金流更多
LNTH
多$176.1M
$-94.7M
两年增速更快
LNTH
近两年复合增速
-2.9%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $406.8M | $699.9M |
| 净利润 | $54.1M | $-733.0M |
| 毛利率 | 59.2% | — |
| 营业利润率 | 19.0% | -100.7% |
| 净利率 | 13.3% | -104.7% |
| 营收同比 | 4.0% | -3.7% |
| 净利润同比 | 558.8% | -3583.4% |
| 每股收益（稀释后） | $0.86 | $-10.78 |
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LNTHQDEL
| Q4 25 | $406.8M | — | ||
| Q3 25 | $384.0M | $699.9M | ||
| Q2 25 | $378.0M | $613.9M | ||
| Q1 25 | $372.8M | $692.8M | ||
| Q4 24 | $391.1M | $707.8M | ||
| Q3 24 | $378.7M | $727.1M | ||
| Q2 24 | $394.1M | $637.0M | ||
| Q1 24 | $370.0M | $711.0M |
净利润LNTHQDEL
| Q4 25 | $54.1M | — | ||
| Q3 25 | $27.8M | $-733.0M | ||
| Q2 25 | $78.8M | $-255.4M | ||
| Q1 25 | $72.9M | $-12.7M | ||
| Q4 24 | $-11.8M | $-178.4M | ||
| Q3 24 | $131.1M | $-19.9M | ||
| Q2 24 | $62.1M | $-147.7M | ||
| Q1 24 | $131.1M | $-1.7B |
毛利率LNTHQDEL
| Q4 25 | 59.2% | — | ||
| Q3 25 | 57.9% | — | ||
| Q2 25 | 63.8% | — | ||
| Q1 25 | 63.8% | — | ||
| Q4 24 | 63.5% | — | ||
| Q3 24 | 63.9% | — | ||
| Q2 24 | 64.9% | — | ||
| Q1 24 | 65.4% | — |
营业利润率LNTHQDEL
| Q4 25 | 19.0% | — | ||
| Q3 25 | 11.4% | -100.7% | ||
| Q2 25 | 23.3% | -29.4% | ||
| Q1 25 | 27.4% | 4.7% | ||
| Q4 24 | 29.1% | -14.2% | ||
| Q3 24 | 35.3% | 2.1% | ||
| Q2 24 | 26.1% | -18.4% | ||
| Q1 24 | 28.8% | -247.3% |
净利率LNTHQDEL
| Q4 25 | 13.3% | — | ||
| Q3 25 | 7.2% | -104.7% | ||
| Q2 25 | 20.8% | -41.6% | ||
| Q1 25 | 19.6% | -1.8% | ||
| Q4 24 | -3.0% | -25.2% | ||
| Q3 24 | 34.6% | -2.7% | ||
| Q2 24 | 15.8% | -23.2% | ||
| Q1 24 | 35.4% | -239.9% |
每股收益（稀释后）LNTHQDEL
| Q4 25 | $0.86 | — | ||
| Q3 25 | $0.41 | $-10.78 | ||
| Q2 25 | $1.12 | $-3.77 | ||
| Q1 25 | $1.02 | $-0.19 | ||
| Q4 24 | $-0.18 | $-2.54 | ||
| Q3 24 | $1.79 | $-0.30 | ||
| Q2 24 | $0.88 | $-2.20 | ||
| Q1 24 | $1.87 | $-25.50 |
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 | $359.1M | $98.1M |
| 总债务越低越好 | $568.7M | $2.5B |
| 股东权益账面价值 | $1.1B | $2.0B |
| 总资产 | $2.2B | $5.7B |
| 负债/权益比越低杠杆越低 | 0.52× | 1.23× |
8季度趋势，按日历期对齐
现金及短期投资LNTHQDEL
| Q4 25 | $359.1M | — | ||
| Q3 25 | $382.0M | $98.1M | ||
| Q2 25 | $695.6M | $151.7M | ||
| Q1 25 | $938.5M | $127.1M | ||
| Q4 24 | $912.8M | $98.3M | ||
| Q3 24 | $866.4M | $143.7M | ||
| Q2 24 | $757.0M | $107.0M | ||
| Q1 24 | $718.3M | $78.5M |
总债务LNTHQDEL
| Q4 25 | $568.7M | — | ||
| Q3 25 | $567.9M | $2.5B | ||
| Q2 25 | $566.8M | $2.1B | ||
| Q1 25 | $566.1M | $2.1B | ||
| Q4 24 | $565.3M | $2.1B | ||
| Q3 24 | $613.0K | $2.2B | ||
| Q2 24 | $563.2M | $2.2B | ||
| Q1 24 | $562.5M | $2.2B |
股东权益LNTHQDEL
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.2B | $2.8B | ||
| Q1 25 | $1.2B | $3.0B | ||
| Q4 24 | $1.1B | $3.0B | ||
| Q3 24 | $1.2B | $3.2B | ||
| Q2 24 | $1.0B | $3.2B | ||
| Q1 24 | $945.5M | $3.3B |
总资产LNTHQDEL
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.3B | $5.7B | ||
| Q2 25 | $2.1B | $6.4B | ||
| Q1 25 | $2.1B | $6.5B | ||
| Q4 24 | $2.0B | $6.4B | ||
| Q3 24 | $2.0B | $6.8B | ||
| Q2 24 | $1.9B | $6.7B | ||
| Q1 24 | $1.8B | $6.7B |
负债/权益比LNTHQDEL
| Q4 25 | 0.52× | — | ||
| Q3 25 | 0.51× | 1.23× | ||
| Q2 25 | 0.49× | 0.74× | ||
| Q1 25 | 0.49× | 0.70× | ||
| Q4 24 | 0.52× | 0.72× | ||
| Q3 24 | 0.00× | 0.68× | ||
| Q2 24 | 0.55× | 0.70× | ||
| Q1 24 | 0.59× | 0.68× |
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 | $90.2M | $-45.5M |
| 自由现金流经营现金流 - 资本支出 | $81.4M | $-94.7M |
| 自由现金流率自由现金流/营收 | 20.0% | -13.5% |
| 资本支出强度资本支出/营收 | 2.2% | 7.0% |
| 现金转化率经营现金流/净利润 | 1.67× | — |
| 过去12个月自由现金流最近4个季度 | $354.1M | $-153.1M |
8季度趋势，按日历期对齐
经营现金流LNTHQDEL
| Q4 25 | $90.2M | — | ||
| Q3 25 | $105.3M | $-45.5M | ||
| Q2 25 | $87.1M | $-46.8M | ||
| Q1 25 | $107.6M | $65.6M | ||
| Q4 24 | $157.7M | $63.7M | ||
| Q3 24 | $175.1M | $117.9M | ||
| Q2 24 | $84.7M | $-97.9M | ||
| Q1 24 | $127.2M | $-700.0K |
自由现金流LNTHQDEL
| Q4 25 | $81.4M | — | ||
| Q3 25 | $94.7M | $-94.7M | ||
| Q2 25 | $79.1M | $-84.3M | ||
| Q1 25 | $98.8M | $9.4M | ||
| Q4 24 | $141.4M | $16.5M | ||
| Q3 24 | $159.3M | $71.4M | ||
| Q2 24 | $73.5M | $-133.2M | ||
| Q1 24 | $119.0M | $-66.8M |
自由现金流率LNTHQDEL
| Q4 25 | 20.0% | — | ||
| Q3 25 | 24.7% | -13.5% | ||
| Q2 25 | 20.9% | -13.7% | ||
| Q1 25 | 26.5% | 1.4% | ||
| Q4 24 | 36.1% | 2.3% | ||
| Q3 24 | 42.0% | 9.8% | ||
| Q2 24 | 18.7% | -20.9% | ||
| Q1 24 | 32.2% | -9.4% |
资本支出强度LNTHQDEL
| Q4 25 | 2.2% | — | ||
| Q3 25 | 2.8% | 7.0% | ||
| Q2 25 | 2.1% | 6.1% | ||
| Q1 25 | 2.3% | 8.1% | ||
| Q4 24 | 4.2% | 6.7% | ||
| Q3 24 | 4.2% | 6.4% | ||
| Q2 24 | 2.8% | 5.5% | ||
| Q1 24 | 2.2% | 9.3% |
现金转化率LNTHQDEL
| Q4 25 | 1.67× | — | ||
| Q3 25 | 3.79× | — | ||
| Q2 25 | 1.11× | — | ||
| Q1 25 | 1.47× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | 1.36× | — | ||
| Q1 24 | 0.97× | — |
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
LNTH
| Radiopharmaceutical Oncology | $240.2M | 59% |
| Definity | $85.3M | 21% |
| Strategic Partnerships And Other | $23.3M | 6% |
| Techne Lite | $21.0M | 5% |
| Licenseand Royalty Revenues | $17.4M | 4% |
| Other | $13.6M | 3% |
| Other Precision Diagnostics | $5.9M | 1% |
QDEL
| Labs | $373.8M | 53% |
| Point Of Care | $164.6M | 24% |
| Immunohematology | $142.0M | 20% |
| Donor Screening | $14.7M | 2% |
| Molecular Diagnostics | $4.8M | 1% |
| Collaborative Arrangement Transaction With Party To Collaborative Arrangement | $2.1M | 0% |
