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QuidelOrtho Corp（QDEL）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
利氏兄弟拍卖行的季度营收约是QuidelOrtho Corp的1.7倍（$1.2B vs $699.9M），利氏兄弟拍卖行净利率更高（9.1% vs -104.7%，领先113.8%），利氏兄弟拍卖行同比增速更快（5.4% vs -3.7%），利氏兄弟拍卖行自由现金流更多（$186.5M vs $-94.7M），过去两年利氏兄弟拍卖行的营收复合增速更高（6.3% vs -2.9%）
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。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
QDEL vs RBA — 直观对比
营收规模更大
RBA
是对方的1.7倍
$699.9M
营收增速更快
RBA
高出9.2%
-3.7%
净利率更高
RBA
高出113.8%
-104.7%
自由现金流更多
RBA
多$281.2M
$-94.7M
两年增速更快
RBA
近两年复合增速
-2.9%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $699.9M | $1.2B |
| 净利润 | $-733.0M | $109.7M |
| 毛利率 | — | — |
| 营业利润率 | -100.7% | 14.7% |
| 净利率 | -104.7% | 9.1% |
| 营收同比 | -3.7% | 5.4% |
| 净利润同比 | -3583.4% | -7.4% |
| 每股收益（稀释后） | $-10.78 | $0.53 |
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QDELRBA
| Q4 25 | — | $1.2B | ||
| Q3 25 | $699.9M | $1.1B | ||
| Q2 25 | $613.9M | $1.2B | ||
| Q1 25 | $692.8M | $1.1B | ||
| Q4 24 | $707.8M | $1.1B | ||
| Q3 24 | $727.1M | $981.8M | ||
| Q2 24 | $637.0M | $1.1B | ||
| Q1 24 | $711.0M | $1.1B |
净利润QDELRBA
| Q4 25 | — | $109.7M | ||
| Q3 25 | $-733.0M | $95.5M | ||
| Q2 25 | $-255.4M | $109.8M | ||
| Q1 25 | $-12.7M | $113.4M | ||
| Q4 24 | $-178.4M | $118.5M | ||
| Q3 24 | $-19.9M | $76.1M | ||
| Q2 24 | $-147.7M | $111.1M | ||
| Q1 24 | $-1.7B | $107.4M |
营业利润率QDELRBA
| Q4 25 | — | 14.7% | ||
| Q3 25 | -100.7% | 14.5% | ||
| Q2 25 | -29.4% | 15.9% | ||
| Q1 25 | 4.7% | 17.1% | ||
| Q4 24 | -14.2% | 18.1% | ||
| Q3 24 | 2.1% | 15.6% | ||
| Q2 24 | -18.4% | 18.4% | ||
| Q1 24 | -247.3% | 18.7% |
净利率QDELRBA
| Q4 25 | — | 9.1% | ||
| Q3 25 | -104.7% | 8.7% | ||
| Q2 25 | -41.6% | 9.3% | ||
| Q1 25 | -1.8% | 10.2% | ||
| Q4 24 | -25.2% | 10.4% | ||
| Q3 24 | -2.7% | 7.8% | ||
| Q2 24 | -23.2% | 10.1% | ||
| Q1 24 | -239.9% | 10.1% |
每股收益（稀释后）QDELRBA
| Q4 25 | — | $0.53 | ||
| Q3 25 | $-10.78 | $0.43 | ||
| Q2 25 | $-3.77 | $0.53 | ||
| Q1 25 | $-0.19 | $0.55 | ||
| Q4 24 | $-2.54 | $0.58 | ||
| Q3 24 | $-0.30 | $0.36 | ||
| Q2 24 | $-2.20 | $0.54 | ||
| Q1 24 | $-25.50 | $0.53 |
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 | $98.1M | $531.5M |
| 总债务越低越好 | $2.5B | $2.3B |
| 股东权益账面价值 | $2.0B | $5.6B |
| 总资产 | $5.7B | $12.1B |
| 负债/权益比越低杠杆越低 | 1.23× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资QDELRBA
| Q4 25 | — | $531.5M | ||
| Q3 25 | $98.1M | $674.7M | ||
| Q2 25 | $151.7M | $710.2M | ||
| Q1 25 | $127.1M | $578.1M | ||
| Q4 24 | $98.3M | $533.9M | ||
| Q3 24 | $143.7M | $650.7M | ||
| Q2 24 | $107.0M | $599.5M | ||
| Q1 24 | $78.5M | $462.8M |
总债务QDELRBA
| Q4 25 | — | $2.3B | ||
| Q3 25 | $2.5B | $2.6B | ||
| Q2 25 | $2.1B | $2.6B | ||
| Q1 25 | $2.1B | $2.6B | ||
| Q4 24 | $2.1B | $2.6B | ||
| Q3 24 | $2.2B | $2.7B | ||
| Q2 24 | $2.2B | $2.8B | ||
| Q1 24 | $2.2B | $2.9B |
股东权益QDELRBA
| Q4 25 | — | $5.6B | ||
| Q3 25 | $2.0B | $5.5B | ||
| Q2 25 | $2.8B | $5.5B | ||
| Q1 25 | $3.0B | $5.3B | ||
| Q4 24 | $3.0B | $5.2B | ||
| Q3 24 | $3.2B | $5.2B | ||
| Q2 24 | $3.2B | $5.2B | ||
| Q1 24 | $3.3B | $5.1B |
总资产QDELRBA
| Q4 25 | — | $12.1B | ||
| Q3 25 | $5.7B | $12.2B | ||
| Q2 25 | $6.4B | $12.2B | ||
| Q1 25 | $6.5B | $11.9B | ||
| Q4 24 | $6.4B | $11.8B | ||
| Q3 24 | $6.8B | $11.9B | ||
| Q2 24 | $6.7B | $12.1B | ||
| Q1 24 | $6.7B | $12.0B |
负债/权益比QDELRBA
| Q4 25 | — | 0.42× | ||
| Q3 25 | 1.23× | 0.47× | ||
| Q2 25 | 0.74× | 0.47× | ||
| Q1 25 | 0.70× | 0.50× | ||
| Q4 24 | 0.72× | 0.50× | ||
| Q3 24 | 0.68× | 0.52× | ||
| Q2 24 | 0.70× | 0.55× | ||
| Q1 24 | 0.68× | 0.58× |
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 | $-45.5M | $255.2M |
| 自由现金流经营现金流 - 资本支出 | $-94.7M | $186.5M |
| 自由现金流率自由现金流/营收 | -13.5% | 15.5% |
| 资本支出强度资本支出/营收 | 7.0% | 5.7% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | $-153.1M | $719.2M |
8季度趋势，按日历期对齐
经营现金流QDELRBA
| Q4 25 | — | $255.2M | ||
| Q3 25 | $-45.5M | $239.7M | ||
| Q2 25 | $-46.8M | $326.5M | ||
| Q1 25 | $65.6M | $156.8M | ||
| Q4 24 | $63.7M | $184.5M | ||
| Q3 24 | $117.9M | $285.4M | ||
| Q2 24 | $-97.9M | $337.3M | ||
| Q1 24 | $-700.0K | $124.8M |
自由现金流QDELRBA
| Q4 25 | — | $186.5M | ||
| Q3 25 | $-94.7M | $188.5M | ||
| Q2 25 | $-84.3M | $241.7M | ||
| Q1 25 | $9.4M | $102.5M | ||
| Q4 24 | $16.5M | $127.9M | ||
| Q3 24 | $71.4M | $248.5M | ||
| Q2 24 | $-133.2M | $308.6M | ||
| Q1 24 | $-66.8M | $79.6M |
自由现金流率QDELRBA
| Q4 25 | — | 15.5% | ||
| Q3 25 | -13.5% | 17.3% | ||
| Q2 25 | -13.7% | 20.4% | ||
| Q1 25 | 1.4% | 9.2% | ||
| Q4 24 | 2.3% | 11.2% | ||
| Q3 24 | 9.8% | 25.3% | ||
| Q2 24 | -20.9% | 28.2% | ||
| Q1 24 | -9.4% | 7.5% |
资本支出强度QDELRBA
| Q4 25 | — | 5.7% | ||
| Q3 25 | 7.0% | 4.7% | ||
| Q2 25 | 6.1% | 7.2% | ||
| Q1 25 | 8.1% | 4.9% | ||
| Q4 24 | 6.7% | 5.0% | ||
| Q3 24 | 6.4% | 3.8% | ||
| Q2 24 | 5.5% | 2.6% | ||
| Q1 24 | 9.3% | 4.2% |
现金转化率QDELRBA
| Q4 25 | — | 2.33× | ||
| Q3 25 | — | 2.51× | ||
| Q2 25 | — | 2.97× | ||
| Q1 25 | — | 1.38× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 3.75× | ||
| Q2 24 | — | 3.04× | ||
| Q1 24 | — | 1.16× |
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
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% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
