vs
美敦力(MDT)与SharkNinja, Inc.(SN)财务数据对比。点击上方公司名可切换其他公司
美敦力的季度营收约是SharkNinja, Inc.的1.6倍($9.0B vs $5.5B),SharkNinja, Inc.同比增速更快(30.0% vs 6.6%),美敦力自由现金流更多($457.0M vs $308.9M)
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。
SharkNinja是总部位于美国马萨诸塞州尼德姆的全球化产品设计与科技企业,1994年由马克·罗森茨韦格创立,现任首席执行官马克·巴罗卡斯于2008年加入公司担任总裁,公司名称由旗下两大核心品牌Shark和Ninja组合而来。
MDT vs SN — 直观对比
营收规模更大
MDT
是对方的1.6倍
$5.5B
营收增速更快
SN
高出23.3%
6.6%
自由现金流更多
MDT
多$148.1M
$308.9M
损益表 — Q2 FY2026 vs Q4 FY2024
| 指标 | ||
|---|---|---|
| 营收 | $9.0B | $5.5B |
| 净利润 | $1.4B | — |
| 毛利率 | 65.8% | 48.1% |
| 营业利润率 | 18.8% | 11.7% |
| 净利率 | 15.3% | — |
| 营收同比 | 6.6% | 30.0% |
| 净利润同比 | 8.2% | — |
| 每股收益(稀释后) | $1.07 | $3.11 |
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
SN
| Q4 25 | $9.0B | — | ||
| Q3 25 | $8.6B | — | ||
| Q2 25 | $8.9B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.4B | $5.5B | ||
| Q3 24 | $7.9B | — | ||
| Q2 24 | $8.6B | — | ||
| Q1 24 | $8.1B | — |
净利润
MDT
SN
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $654.0M | — | ||
| Q1 24 | $1.3B | — |
毛利率
MDT
SN
| Q4 25 | 65.8% | — | ||
| Q3 25 | 65.0% | — | ||
| Q2 25 | 64.8% | — | ||
| Q1 25 | 66.5% | — | ||
| Q4 24 | 64.9% | 48.1% | ||
| Q3 24 | 65.1% | — | ||
| Q2 24 | 64.5% | — | ||
| Q1 24 | 65.6% | — |
营业利润率
MDT
SN
| Q4 25 | 18.8% | — | ||
| Q3 25 | 16.8% | — | ||
| Q2 25 | 16.1% | — | ||
| Q1 25 | 19.9% | — | ||
| Q4 24 | 19.0% | 11.7% | ||
| Q3 24 | 16.1% | — | ||
| Q2 24 | 12.3% | — | ||
| Q1 24 | 18.3% | — |
净利率
MDT
SN
| Q4 25 | 15.3% | — | ||
| Q3 25 | 12.1% | — | ||
| Q2 25 | 11.8% | — | ||
| Q1 25 | 15.6% | — | ||
| Q4 24 | 15.1% | — | ||
| Q3 24 | 13.2% | — | ||
| Q2 24 | 7.6% | — | ||
| Q1 24 | 16.3% | — |
每股收益(稀释后)
MDT
SN
| Q4 25 | $1.07 | — | ||
| Q3 25 | $0.81 | — | ||
| Q2 25 | $0.81 | — | ||
| Q1 25 | $1.01 | — | ||
| Q4 24 | $0.99 | $3.11 | ||
| Q3 24 | $0.80 | — | ||
| Q2 24 | $0.50 | — | ||
| Q1 24 | $0.99 | — |
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 | $363.7M |
| 总债务越低越好 | $27.7B | — |
| 股东权益账面价值 | $48.7B | $1.9B |
| 总资产 | $91.3B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.57× | — |
8季度趋势,按日历期对齐
现金及短期投资
MDT
SN
| Q4 25 | $8.3B | — | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $9.0B | — | ||
| Q1 25 | $7.9B | — | ||
| Q4 24 | $8.0B | $363.7M | ||
| Q3 24 | $7.8B | — | ||
| Q2 24 | $8.0B | — | ||
| Q1 24 | $8.3B | — |
总债务
MDT
SN
| Q4 25 | $27.7B | — | ||
| Q3 25 | $26.2B | — | ||
| Q2 25 | $25.6B | — | ||
| Q1 25 | $24.0B | — | ||
| Q4 24 | $24.6B | — | ||
| Q3 24 | $26.3B | — | ||
| Q2 24 | $23.9B | — | ||
| Q1 24 | $24.2B | — |
股东权益
MDT
SN
| Q4 25 | $48.7B | — | ||
| Q3 25 | $47.9B | — | ||
| Q2 25 | $48.0B | — | ||
| Q1 25 | $49.4B | — | ||
| Q4 24 | $48.5B | $1.9B | ||
| Q3 24 | $47.9B | — | ||
| Q2 24 | $50.2B | — | ||
| Q1 24 | $51.8B | — |
总资产
MDT
SN
| Q4 25 | $91.3B | — | ||
| Q3 25 | $91.0B | — | ||
| Q2 25 | $91.7B | — | ||
| Q1 25 | $90.0B | — | ||
| Q4 24 | $90.0B | $4.4B | ||
| Q3 24 | $89.7B | — | ||
| Q2 24 | $90.0B | — | ||
| Q1 24 | $90.8B | — |
负债/权益比
MDT
SN
| Q4 25 | 0.57× | — | ||
| Q3 25 | 0.55× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.55× | — | ||
| Q2 24 | 0.48× | — | ||
| Q1 24 | 0.47× | — |
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 | $446.6M |
| 自由现金流经营现金流 - 资本支出 | $457.0M | $308.9M |
| 自由现金流率自由现金流/营收 | 5.1% | 5.6% |
| 资本支出强度资本支出/营收 | 5.2% | 2.5% |
| 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
SN
| Q4 25 | $925.0M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $958.0M | $446.6M | ||
| Q3 24 | $986.0M | — | ||
| Q2 24 | $2.8B | — | ||
| Q1 24 | $2.5B | — |
自由现金流
MDT
SN
| Q4 25 | $457.0M | — | ||
| Q3 25 | $584.0M | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $554.0M | $308.9M | ||
| Q3 24 | $466.0M | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.1B | — |
自由现金流率
MDT
SN
| Q4 25 | 5.1% | — | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 23.2% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 6.6% | 5.6% | ||
| Q3 24 | 5.9% | — | ||
| Q2 24 | 27.4% | — | ||
| Q1 24 | 26.3% | — |
资本支出强度
MDT
SN
| Q4 25 | 5.2% | — | ||
| Q3 25 | 5.9% | — | ||
| Q2 25 | 5.1% | — | ||
| Q1 25 | 5.7% | — | ||
| Q4 24 | 4.8% | 2.5% | ||
| Q3 24 | 6.6% | — | ||
| Q2 24 | 5.0% | — | ||
| Q1 24 | 4.3% | — |
现金转化率
MDT
SN
| Q4 25 | 0.67× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 2.39× | — | ||
| Q1 25 | 1.99× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 0.95× | — | ||
| Q2 24 | 4.25× | — | ||
| Q1 24 | 1.87× | — |
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% |
SN
暂无分部数据