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美敦力(MDT)与纽柯(NUE)财务数据对比。点击上方公司名可切换其他公司
纽柯的季度营收约是美敦力的1.1倍($9.5B vs $9.0B),美敦力净利率更高(15.3% vs 7.8%,领先7.5%),纽柯同比增速更快(21.3% vs 6.6%),过去两年纽柯的营收复合增速更高(8.4% vs 5.3%)
美敦力是全球知名的医疗设备企业,法定及行政总部位于爱尔兰,运营总部设在美国明尼苏达州明尼阿波利斯。2015年集团收购爱尔兰企业柯惠后将注册地迁至爱尔兰,目前业务覆盖超150个国家,员工逾9万名,专注于研发生产各类医疗技术产品及治疗解决方案。
纽柯公司是总部位于美国北卡罗来纳州夏洛特的钢铁及相关产品生产商,为美国最大钢铁企业、北美最大废料回收商,同时是全球第十六大钢铁生产商。它与商业金属公司同为美国建筑、桥梁、道路等基础设施所用钢筋的两大核心供应商。
MDT vs NUE — 直观对比
营收规模更大
NUE
是对方的1.1倍
$9.0B
营收增速更快
NUE
高出14.6%
6.6%
净利率更高
MDT
高出7.5%
7.8%
两年增速更快
NUE
近两年复合增速
5.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $9.0B | $9.5B |
| 净利润 | $1.4B | $743.0M |
| 毛利率 | 65.8% | — |
| 营业利润率 | 18.8% | — |
| 净利率 | 15.3% | 7.8% |
| 营收同比 | 6.6% | 21.3% |
| 净利润同比 | 8.2% | 376.3% |
| 每股收益(稀释后) | $1.07 | $3.23 |
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
MDT
NUE
| Q1 26 | — | $9.5B | ||
| Q4 25 | $9.0B | $8.5B | ||
| Q3 25 | $8.6B | $8.5B | ||
| Q2 25 | $8.9B | $7.8B | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.4B | $7.1B | ||
| Q3 24 | $7.9B | $7.4B | ||
| Q2 24 | $8.6B | $8.1B |
净利润
MDT
NUE
| Q1 26 | — | $743.0M | ||
| Q4 25 | $1.4B | $607.0M | ||
| Q3 25 | $1.0B | $603.0M | ||
| Q2 25 | $1.1B | $156.0M | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | $287.0M | ||
| Q3 24 | $1.0B | $249.9M | ||
| Q2 24 | $654.0M | $645.2M |
毛利率
MDT
NUE
| Q1 26 | — | — | ||
| Q4 25 | 65.8% | 13.9% | ||
| Q3 25 | 65.0% | 14.5% | ||
| Q2 25 | 64.8% | 7.7% | ||
| Q1 25 | 66.5% | — | ||
| Q4 24 | 64.9% | 8.9% | ||
| Q3 24 | 65.1% | 10.2% | ||
| Q2 24 | 64.5% | 14.8% |
营业利润率
MDT
NUE
| Q1 26 | — | — | ||
| Q4 25 | 18.8% | 10.4% | ||
| Q3 25 | 16.8% | 10.6% | ||
| Q2 25 | 16.1% | 3.6% | ||
| Q1 25 | 19.9% | — | ||
| Q4 24 | 19.0% | 5.5% | ||
| Q3 24 | 16.1% | 5.2% | ||
| Q2 24 | 12.3% | 11.1% |
净利率
MDT
NUE
| Q1 26 | — | 7.8% | ||
| Q4 25 | 15.3% | 7.1% | ||
| Q3 25 | 12.1% | 7.1% | ||
| Q2 25 | 11.8% | 2.0% | ||
| Q1 25 | 15.6% | — | ||
| Q4 24 | 15.1% | 4.1% | ||
| Q3 24 | 13.2% | 3.4% | ||
| Q2 24 | 7.6% | 8.0% |
每股收益(稀释后)
MDT
NUE
| Q1 26 | — | $3.23 | ||
| Q4 25 | $1.07 | $2.63 | ||
| Q3 25 | $0.81 | $2.60 | ||
| Q2 25 | $0.81 | $0.67 | ||
| Q1 25 | $1.01 | — | ||
| Q4 24 | $0.99 | $1.27 | ||
| Q3 24 | $0.80 | $1.05 | ||
| Q2 24 | $0.50 | $2.68 |
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 | $8.3B | $2.5B |
| 总债务越低越好 | $27.7B | $134.0M |
| 股东权益账面价值 | $48.7B | $22.5B |
| 总资产 | $91.3B | $35.6B |
| 负债/权益比越低杠杆越低 | 0.57× | 0.01× |
8季度趋势,按日历期对齐
现金及短期投资
MDT
NUE
| Q1 26 | — | $2.5B | ||
| Q4 25 | $8.3B | $2.7B | ||
| Q3 25 | $8.1B | $2.5B | ||
| Q2 25 | $9.0B | $4.1B | ||
| Q1 25 | $7.9B | — | ||
| Q4 24 | $8.0B | $4.1B | ||
| Q3 24 | $7.8B | $4.9B | ||
| Q2 24 | $8.0B | $5.4B |
总债务
MDT
NUE
| Q1 26 | — | $134.0M | ||
| Q4 25 | $27.7B | $6.7B | ||
| Q3 25 | $26.2B | $6.7B | ||
| Q2 25 | $25.6B | $6.7B | ||
| Q1 25 | $24.0B | — | ||
| Q4 24 | $24.6B | $5.7B | ||
| Q3 24 | $26.3B | $5.7B | ||
| Q2 24 | $23.9B | $5.6B |
股东权益
MDT
NUE
| Q1 26 | — | $22.5B | ||
| Q4 25 | $48.7B | $20.8B | ||
| Q3 25 | $47.9B | $20.4B | ||
| Q2 25 | $48.0B | $20.1B | ||
| Q1 25 | $49.4B | — | ||
| Q4 24 | $48.5B | $20.3B | ||
| Q3 24 | $47.9B | $20.5B | ||
| Q2 24 | $50.2B | $20.7B |
总资产
MDT
NUE
| Q1 26 | — | $35.6B | ||
| Q4 25 | $91.3B | $34.8B | ||
| Q3 25 | $91.0B | $34.2B | ||
| Q2 25 | $91.7B | $34.7B | ||
| Q1 25 | $90.0B | — | ||
| Q4 24 | $90.0B | $33.9B | ||
| Q3 24 | $89.7B | $34.3B | ||
| Q2 24 | $90.0B | $34.2B |
负债/权益比
MDT
NUE
| Q1 26 | — | 0.01× | ||
| Q4 25 | 0.57× | 0.32× | ||
| Q3 25 | 0.55× | 0.33× | ||
| Q2 25 | 0.53× | 0.33× | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 0.51× | 0.28× | ||
| Q3 24 | 0.55× | 0.28× | ||
| Q2 24 | 0.48× | 0.27× |
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 | $925.0M | — |
| 自由现金流经营现金流 - 资本支出 | $457.0M | — |
| 自由现金流率自由现金流/营收 | 5.1% | — |
| 资本支出强度资本支出/营收 | 5.2% | — |
| 现金转化率经营现金流/净利润 | 0.67× | — |
| 过去12个月自由现金流最近4个季度 | $5.2B | — |
8季度趋势,按日历期对齐
经营现金流
MDT
NUE
| Q1 26 | — | — | ||
| Q4 25 | $925.0M | $1.3B | ||
| Q3 25 | $1.1B | $732.0M | ||
| Q2 25 | $2.5B | $364.0M | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $958.0M | $733.4M | ||
| Q3 24 | $986.0M | $1.3B | ||
| Q2 24 | $2.8B | $1.5B |
自由现金流
MDT
NUE
| Q1 26 | — | — | ||
| Q4 25 | $457.0M | $532.0M | ||
| Q3 25 | $584.0M | $-222.0M | ||
| Q2 25 | $2.1B | $-495.0M | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $554.0M | $-145.8M | ||
| Q3 24 | $466.0M | $478.1M | ||
| Q2 24 | $2.4B | $684.4M |
自由现金流率
MDT
NUE
| Q1 26 | — | — | ||
| Q4 25 | 5.1% | 6.2% | ||
| Q3 25 | 6.8% | -2.6% | ||
| Q2 25 | 23.2% | -6.3% | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 6.6% | -2.1% | ||
| Q3 24 | 5.9% | 6.4% | ||
| Q2 24 | 27.4% | 8.5% |
资本支出强度
MDT
NUE
| Q1 26 | — | — | ||
| Q4 25 | 5.2% | 9.5% | ||
| Q3 25 | 5.9% | 11.3% | ||
| Q2 25 | 5.1% | 11.0% | ||
| Q1 25 | 5.7% | — | ||
| Q4 24 | 4.8% | 12.4% | ||
| Q3 24 | 6.6% | 11.1% | ||
| Q2 24 | 5.0% | 9.9% |
现金转化率
MDT
NUE
| Q1 26 | — | — | ||
| Q4 25 | 0.67× | 2.21× | ||
| Q3 25 | 1.05× | 1.21× | ||
| Q2 25 | 2.39× | 2.33× | ||
| Q1 25 | 1.99× | — | ||
| Q4 24 | 0.75× | 2.56× | ||
| Q3 24 | 0.95× | 5.20× | ||
| Q2 24 | 4.25× | 2.30× |
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
MDT
| Cardiac Rhythm And Heart Failure Division | $1.8B | 20% |
| Surgical Endoscopy | $1.7B | 19% |
| Other | $1.3B | 14% |
| Structural Heart And Aortic Division | $956.0M | 11% |
| Diabetes Group | $757.0M | 8% |
| Specialty Therapies Division | $744.0M | 8% |
| Coronary And Peripheral Vascular Division | $655.0M | 7% |
| Neuromodulation Division | $520.0M | 6% |
| Acute Care Monitoring | $493.0M | 6% |
| IE | $35.0M | 0% |
NUE
暂无分部数据