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Lantheus Holdings, Inc.（LNTH）与SCANSOURCE, INC.（SCSC）财务数据对比。点击上方公司名可切换其他公司
SCANSOURCE, INC.的季度营收约是Lantheus Holdings, Inc.的1.9倍（$766.5M vs $406.8M），Lantheus Holdings, Inc.净利率更高（13.3% vs 2.2%，领先11.1%），Lantheus Holdings, Inc.同比增速更快（4.0% vs 2.5%），Lantheus Holdings, Inc.自由现金流更多（$81.4M vs $28.9M），过去两年Lantheus Holdings, Inc.的营收复合增速更高（4.9% vs 0.9%）
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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
LNTH vs SCSC — 直观对比
营收规模更大
SCSC
是对方的1.9倍
$406.8M
营收增速更快
LNTH
高出1.5%
2.5%
净利率更高
LNTH
高出11.1%
2.2%
自由现金流更多
LNTH
多$52.5M
$28.9M
两年增速更快
LNTH
近两年复合增速
0.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $406.8M | $766.5M |
| 净利润 | $54.1M | $16.5M |
| 毛利率 | 59.2% | 13.4% |
| 营业利润率 | 19.0% | 2.3% |
| 净利率 | 13.3% | 2.2% |
| 营收同比 | 4.0% | 2.5% |
| 净利润同比 | 558.8% | -3.3% |
| 每股收益（稀释后） | $0.86 | $0.75 |
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LNTHSCSC
| Q4 25 | $406.8M | $766.5M | ||
| Q3 25 | $384.0M | $739.6M | ||
| Q2 25 | $378.0M | $812.9M | ||
| Q1 25 | $372.8M | $704.8M | ||
| Q4 24 | $391.1M | $747.5M | ||
| Q3 24 | $378.7M | $775.6M | ||
| Q2 24 | $394.1M | $746.1M | ||
| Q1 24 | $370.0M | $752.6M |
净利润LNTHSCSC
| Q4 25 | $54.1M | $16.5M | ||
| Q3 25 | $27.8M | $19.9M | ||
| Q2 25 | $78.8M | $20.1M | ||
| Q1 25 | $72.9M | $17.4M | ||
| Q4 24 | $-11.8M | $17.1M | ||
| Q3 24 | $131.1M | $17.0M | ||
| Q2 24 | $62.1M | $16.1M | ||
| Q1 24 | $131.1M | $12.8M |
毛利率LNTHSCSC
| Q4 25 | 59.2% | 13.4% | ||
| Q3 25 | 57.9% | 14.5% | ||
| Q2 25 | 63.8% | 12.9% | ||
| Q1 25 | 63.8% | 14.2% | ||
| Q4 24 | 63.5% | 13.6% | ||
| Q3 24 | 63.9% | 13.1% | ||
| Q2 24 | 64.9% | 13.0% | ||
| Q1 24 | 65.4% | 12.6% |
营业利润率LNTHSCSC
| Q4 25 | 19.0% | 2.3% | ||
| Q3 25 | 11.4% | 3.5% | ||
| Q2 25 | 23.3% | 3.3% | ||
| Q1 25 | 27.4% | 3.2% | ||
| Q4 24 | 29.1% | 2.5% | ||
| Q3 24 | 35.3% | 2.3% | ||
| Q2 24 | 26.1% | 2.9% | ||
| Q1 24 | 28.8% | 2.3% |
净利率LNTHSCSC
| Q4 25 | 13.3% | 2.2% | ||
| Q3 25 | 7.2% | 2.7% | ||
| Q2 25 | 20.8% | 2.5% | ||
| Q1 25 | 19.6% | 2.5% | ||
| Q4 24 | -3.0% | 2.3% | ||
| Q3 24 | 34.6% | 2.2% | ||
| Q2 24 | 15.8% | 2.2% | ||
| Q1 24 | 35.4% | 1.7% |
每股收益（稀释后）LNTHSCSC
| Q4 25 | $0.86 | $0.75 | ||
| Q3 25 | $0.41 | $0.89 | ||
| Q2 25 | $1.12 | $0.87 | ||
| Q1 25 | $1.02 | $0.74 | ||
| Q4 24 | $-0.18 | $0.70 | ||
| Q3 24 | $1.79 | $0.69 | ||
| Q2 24 | $0.88 | $0.66 | ||
| Q1 24 | $1.87 | $0.50 |
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 | $83.5M |
| 总债务越低越好 | $568.7M | — |
| 股东权益账面价值 | $1.1B | $910.9M |
| 总资产 | $2.2B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.52× | — |
8季度趋势，按日历期对齐
现金及短期投资LNTHSCSC
| Q4 25 | $359.1M | $83.5M | ||
| Q3 25 | $382.0M | $124.9M | ||
| Q2 25 | $695.6M | $126.2M | ||
| Q1 25 | $938.5M | $146.3M | ||
| Q4 24 | $912.8M | $110.5M | ||
| Q3 24 | $866.4M | $145.0M | ||
| Q2 24 | $757.0M | $185.5M | ||
| Q1 24 | $718.3M | $159.1M |
总债务LNTHSCSC
| Q4 25 | $568.7M | — | ||
| Q3 25 | $567.9M | — | ||
| Q2 25 | $566.8M | — | ||
| Q1 25 | $566.1M | — | ||
| Q4 24 | $565.3M | — | ||
| Q3 24 | $613.0K | — | ||
| Q2 24 | $563.2M | — | ||
| Q1 24 | $562.5M | — |
股东权益LNTHSCSC
| Q4 25 | $1.1B | $910.9M | ||
| Q3 25 | $1.1B | $914.0M | ||
| Q2 25 | $1.2B | $906.4M | ||
| Q1 25 | $1.2B | $901.7M | ||
| Q4 24 | $1.1B | $900.7M | ||
| Q3 24 | $1.2B | $920.9M | ||
| Q2 24 | $1.0B | $924.3M | ||
| Q1 24 | $945.5M | $944.1M |
总资产LNTHSCSC
| Q4 25 | $2.2B | $1.7B | ||
| Q3 25 | $2.3B | $1.7B | ||
| Q2 25 | $2.1B | $1.8B | ||
| Q1 25 | $2.1B | $1.7B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $1.9B | $1.8B | ||
| Q1 24 | $1.8B | $1.8B |
负债/权益比LNTHSCSC
| Q4 25 | 0.52× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.49× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.55× | — | ||
| Q1 24 | 0.59× | — |
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 | $30.8M |
| 自由现金流经营现金流 - 资本支出 | $81.4M | $28.9M |
| 自由现金流率自由现金流/营收 | 20.0% | 3.8% |
| 资本支出强度资本支出/营收 | 2.2% | 0.3% |
| 现金转化率经营现金流/净利润 | 1.67× | 1.87× |
| 过去12个月自由现金流最近4个季度 | $354.1M | — |
8季度趋势，按日历期对齐
经营现金流LNTHSCSC
| Q4 25 | $90.2M | $30.8M | ||
| Q3 25 | $105.3M | $23.2M | ||
| Q2 25 | $87.1M | — | ||
| Q1 25 | $107.6M | $66.1M | ||
| Q4 24 | $157.7M | $-6.2M | ||
| Q3 24 | $175.1M | $44.8M | ||
| Q2 24 | $84.7M | — | ||
| Q1 24 | $127.2M | $160.2M |
自由现金流LNTHSCSC
| Q4 25 | $81.4M | $28.9M | ||
| Q3 25 | $94.7M | $20.8M | ||
| Q2 25 | $79.1M | — | ||
| Q1 25 | $98.8M | $64.6M | ||
| Q4 24 | $141.4M | $-8.2M | ||
| Q3 24 | $159.3M | $42.5M | ||
| Q2 24 | $73.5M | — | ||
| Q1 24 | $119.0M | $157.7M |
自由现金流率LNTHSCSC
| Q4 25 | 20.0% | 3.8% | ||
| Q3 25 | 24.7% | 2.8% | ||
| Q2 25 | 20.9% | — | ||
| Q1 25 | 26.5% | 9.2% | ||
| Q4 24 | 36.1% | -1.1% | ||
| Q3 24 | 42.0% | 5.5% | ||
| Q2 24 | 18.7% | — | ||
| Q1 24 | 32.2% | 21.0% |
资本支出强度LNTHSCSC
| Q4 25 | 2.2% | 0.3% | ||
| Q3 25 | 2.8% | 0.3% | ||
| Q2 25 | 2.1% | 0.3% | ||
| Q1 25 | 2.3% | 0.2% | ||
| Q4 24 | 4.2% | 0.3% | ||
| Q3 24 | 4.2% | 0.3% | ||
| Q2 24 | 2.8% | 0.2% | ||
| Q1 24 | 2.2% | 0.3% |
现金转化率LNTHSCSC
| Q4 25 | 1.67× | 1.87× | ||
| Q3 25 | 3.79× | 1.17× | ||
| Q2 25 | 1.11× | — | ||
| Q1 25 | 1.47× | 3.79× | ||
| Q4 24 | — | -0.36× | ||
| Q3 24 | 1.34× | 2.64× | ||
| Q2 24 | 1.36× | — | ||
| Q1 24 | 0.97× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
