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通用电气医疗（OPCH）与PACS Group, Inc.（PACS）财务数据对比。点击上方公司名可切换其他公司
通用电气医疗的季度营收约是PACS Group, Inc.的1.1倍（$1.4B vs $1.4B），PACS Group, Inc.净利率更高（4.4% vs 3.6%，领先0.8%），PACS Group, Inc.同比增速更快（18.4% vs 12.2%），过去两年PACS Group, Inc.的营收复合增速更高（20.5% vs 13.0%）
通用电气医疗是总部位于美国伊利诺伊州芝加哥的医疗科技企业，旗下设四大业务板块：医学影像（含分子成像、CT、磁共振、女性健康筛查及X线设备）、超声、患者护理解决方案（覆盖远程患者监测、麻醉呼吸护理、心脏病诊断、婴儿护理等）及制药相关业务。
OPCH vs PACS — 直观对比
营收规模更大
OPCH
是对方的1.1倍
$1.4B
营收增速更快
PACS
高出6.2%
12.2%
净利率更高
PACS
高出0.8%
3.6%
两年增速更快
PACS
近两年复合增速
13.0%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $51.8M | $59.7M |
| 毛利率 | 19.0% | — |
| 营业利润率 | 5.9% | 7.0% |
| 净利率 | 3.6% | 4.4% |
| 营收同比 | 12.2% | 18.4% |
| 净利润同比 | -3.8% | 3022.5% |
| 每股收益（稀释后） | $0.32 | $0.42 |
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OPCHPACS
| Q4 25 | — | $1.4B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.3B | $1.0B | ||
| Q2 24 | $1.2B | $981.4M | ||
| Q1 24 | $1.1B | $934.3M |
净利润OPCHPACS
| Q4 25 | — | $59.7M | ||
| Q3 25 | $51.8M | $52.4M | ||
| Q2 25 | $50.5M | $51.0M | ||
| Q1 25 | $46.7M | $28.5M | ||
| Q4 24 | $60.1M | $1.9M | ||
| Q3 24 | $53.9M | $15.6M | ||
| Q2 24 | $53.0M | $-10.9M | ||
| Q1 24 | $44.8M | $49.1M |
毛利率OPCHPACS
| Q4 25 | — | — | ||
| Q3 25 | 19.0% | — | ||
| Q2 25 | 19.0% | — | ||
| Q1 25 | 19.7% | — | ||
| Q4 24 | 21.3% | — | ||
| Q3 24 | 20.1% | 17.1% | ||
| Q2 24 | 20.3% | 22.3% | ||
| Q1 24 | 20.8% | 21.2% |
营业利润率OPCHPACS
| Q4 25 | — | 7.0% | ||
| Q3 25 | 5.9% | 6.4% | ||
| Q2 25 | 5.8% | 6.2% | ||
| Q1 25 | 5.9% | 3.8% | ||
| Q4 24 | 6.9% | 1.7% | ||
| Q3 24 | 6.7% | 2.2% | ||
| Q2 24 | 6.6% | 0.1% | ||
| Q1 24 | 6.0% | 8.6% |
净利率OPCHPACS
| Q4 25 | — | 4.4% | ||
| Q3 25 | 3.6% | 3.9% | ||
| Q2 25 | 3.6% | 3.9% | ||
| Q1 25 | 3.5% | 2.2% | ||
| Q4 24 | 4.8% | 0.2% | ||
| Q3 24 | 4.2% | 1.5% | ||
| Q2 24 | 4.3% | -1.1% | ||
| Q1 24 | 3.9% | 5.3% |
每股收益（稀释后）OPCHPACS
| Q4 25 | — | $0.42 | ||
| Q3 25 | $0.32 | $0.32 | ||
| Q2 25 | $0.31 | $0.31 | ||
| Q1 25 | $0.28 | $0.17 | ||
| Q4 24 | $0.36 | $-0.03 | ||
| Q3 24 | $0.31 | $0.10 | ||
| Q2 24 | $0.30 | $-0.07 | ||
| Q1 24 | $0.26 | $0.38 |
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 | $309.8M | $197.0M |
| 总债务越低越好 | $1.2B | $353.2M |
| 股东权益账面价值 | $1.4B | $946.8M |
| 总资产 | $3.5B | $5.6B |
| 负债/权益比越低杠杆越低 | 0.86× | 0.37× |
8季度趋势，按日历期对齐
现金及短期投资OPCHPACS
| Q4 25 | — | $197.0M | ||
| Q3 25 | $309.8M | $355.7M | ||
| Q2 25 | $198.8M | $294.2M | ||
| Q1 25 | $171.4M | $287.5M | ||
| Q4 24 | $412.6M | $157.7M | ||
| Q3 24 | $483.0M | $49.5M | ||
| Q2 24 | $376.9M | $73.4M | ||
| Q1 24 | $219.5M | $81.2M |
总债务OPCHPACS
| Q4 25 | — | $353.2M | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | $411.9M | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.1B | — |
股东权益OPCHPACS
| Q4 25 | — | $946.8M | ||
| Q3 25 | $1.4B | $871.3M | ||
| Q2 25 | $1.4B | $806.8M | ||
| Q1 25 | $1.4B | $750.2M | ||
| Q4 24 | $1.4B | $709.6M | ||
| Q3 24 | $1.4B | $660.0M | ||
| Q2 24 | $1.4B | $572.1M | ||
| Q1 24 | $1.4B | $128.0M |
总资产OPCHPACS
| Q4 25 | — | $5.6B | ||
| Q3 25 | $3.5B | $5.6B | ||
| Q2 25 | $3.4B | $5.5B | ||
| Q1 25 | $3.3B | $5.5B | ||
| Q4 24 | $3.4B | $5.2B | ||
| Q3 24 | $3.4B | $4.5B | ||
| Q2 24 | $3.3B | $3.9B | ||
| Q1 24 | $3.2B | $3.9B |
负债/权益比OPCHPACS
| Q4 25 | — | 0.37× | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.82× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.79× | 0.58× | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.74× | — |
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 | $139.4M | $-3.4M |
| 自由现金流经营现金流 - 资本支出 | $130.2M | — |
| 自由现金流率自由现金流/营收 | 9.1% | — |
| 资本支出强度资本支出/营收 | 0.6% | — |
| 现金转化率经营现金流/净利润 | 2.69× | -0.06× |
| 过去12个月自由现金流最近4个季度 | $220.7M | — |
8季度趋势，按日历期对齐
经营现金流OPCHPACS
| Q4 25 | — | $-3.4M | ||
| Q3 25 | $139.4M | $204.8M | ||
| Q2 25 | $90.3M | $52.6M | ||
| Q1 25 | $-7.2M | $150.2M | ||
| Q4 24 | $36.1M | $64.6M | ||
| Q3 24 | $160.4M | $209.2M | ||
| Q2 24 | $195.7M | $34.8M | ||
| Q1 24 | $-68.8M | $58.8M |
自由现金流OPCHPACS
| Q4 25 | — | — | ||
| Q3 25 | $130.2M | — | ||
| Q2 25 | $81.2M | — | ||
| Q1 25 | $-16.6M | — | ||
| Q4 24 | $25.8M | — | ||
| Q3 24 | $150.7M | — | ||
| Q2 24 | $185.9M | — | ||
| Q1 24 | $-74.6M | — |
自由现金流率OPCHPACS
| Q4 25 | — | — | ||
| Q3 25 | 9.1% | — | ||
| Q2 25 | 5.7% | — | ||
| Q1 25 | -1.2% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 11.8% | — | ||
| Q2 24 | 15.1% | — | ||
| Q1 24 | -6.5% | — |
资本支出强度OPCHPACS
| Q4 25 | — | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.5% | — |
现金转化率OPCHPACS
| Q4 25 | — | -0.06× | ||
| Q3 25 | 2.69× | 3.91× | ||
| Q2 25 | 1.79× | 1.03× | ||
| Q1 25 | -0.15× | 5.28× | ||
| Q4 24 | 0.60× | 33.78× | ||
| Q3 24 | 2.98× | 13.39× | ||
| Q2 24 | 3.69× | — | ||
| Q1 24 | -1.54× | 1.20× |
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
OPCH
| Commercial Customer | $1.3B | 87% |
| Government Customer | $172.8M | 12% |
| Patient Customer | $10.1M | 1% |
| Corporate Joint Venture | $1.9M | 0% |
PACS
暂无分部数据
