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Senseonics Holdings, Inc.(SENS)与森萨塔科技(ST)财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是Senseonics Holdings, Inc.的64.4倍($917.9M vs $14.3M)。森萨塔科技净利率更高(6.9% vs -146.1%,领先153.0%)。Senseonics Holdings, Inc.同比增速更快(71.8% vs 1.1%)。森萨塔科技自由现金流更多($151.9M vs $-18.4M)。过去两年Senseonics Holdings, Inc.的营收复合增速更高(68.1% vs -4.5%)
Senseonics Holdings是一家深耕糖尿病护理领域的医疗科技企业,核心业务为研发和商业化可长期植入的连续血糖监测系统,旗下旗舰Eversense系列产品支持更长佩戴时长,已在北美、欧洲等地区上市,服务糖尿病患者及相关医疗从业者。
森萨塔科技控股有限公司是全球领先的工业科技企业,主营传感器、电气保护及控制解决方案的研发、生产与销售,产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域,服务全球制造类企业客户。
SENS vs ST — 直观对比
营收规模更大
ST
是对方的64.4倍
$14.3M
营收增速更快
SENS
高出70.7%
1.1%
净利率更高
ST
高出153.0%
-146.1%
自由现金流更多
ST
多$170.3M
$-18.4M
两年增速更快
SENS
近两年复合增速
-4.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $14.3M | $917.9M |
| 净利润 | $-20.8M | $63.2M |
| 毛利率 | 53.8% | 29.0% |
| 营业利润率 | -146.8% | 10.9% |
| 净利率 | -146.1% | 6.9% |
| 营收同比 | 71.8% | 1.1% |
| 净利润同比 | -34.6% | 992.7% |
| 每股收益(稀释后) | $-1.19 | $0.45 |
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
SENS
ST
| Q4 25 | $14.3M | $917.9M | ||
| Q3 25 | $8.1M | $932.0M | ||
| Q2 25 | $6.6M | $943.4M | ||
| Q1 25 | $6.3M | $911.3M | ||
| Q4 24 | $8.3M | $907.7M | ||
| Q3 24 | $4.3M | $982.8M | ||
| Q2 24 | $4.9M | $1.0B | ||
| Q1 24 | $5.0M | $1.0B |
净利润
SENS
ST
| Q4 25 | $-20.8M | $63.2M | ||
| Q3 25 | $-19.5M | $-162.5M | ||
| Q2 25 | $-14.5M | $60.7M | ||
| Q1 25 | $-14.3M | $69.9M | ||
| Q4 24 | $-15.5M | $5.8M | ||
| Q3 24 | $-24.0M | $-25.0M | ||
| Q2 24 | $-20.3M | $71.7M | ||
| Q1 24 | $-18.9M | $76.0M |
毛利率
SENS
ST
| Q4 25 | 53.8% | 29.0% | ||
| Q3 25 | 42.8% | 27.8% | ||
| Q2 25 | 46.9% | 30.3% | ||
| Q1 25 | 24.1% | 29.9% | ||
| Q4 24 | 47.6% | 27.1% | ||
| Q3 24 | -95.0% | 28.6% | ||
| Q2 24 | 6.1% | 30.0% | ||
| Q1 24 | 6.6% | 31.5% |
营业利润率
SENS
ST
| Q4 25 | -146.8% | 10.9% | ||
| Q3 25 | -242.1% | -13.2% | ||
| Q2 25 | -215.4% | 14.6% | ||
| Q1 25 | -215.6% | 13.4% | ||
| Q4 24 | -172.0% | 8.1% | ||
| Q3 24 | -535.9% | -20.3% | ||
| Q2 24 | -400.7% | 12.5% | ||
| Q1 24 | -361.2% | 14.4% |
净利率
SENS
ST
| Q4 25 | -146.1% | 6.9% | ||
| Q3 25 | -241.3% | -17.4% | ||
| Q2 25 | -218.1% | 6.4% | ||
| Q1 25 | -227.9% | 7.7% | ||
| Q4 24 | -186.5% | 0.6% | ||
| Q3 24 | -562.4% | -2.5% | ||
| Q2 24 | -417.0% | 6.9% | ||
| Q1 24 | -374.0% | 7.6% |
每股收益(稀释后)
SENS
ST
| Q4 25 | $-1.19 | $0.45 | ||
| Q3 25 | $-0.43 | $-1.12 | ||
| Q2 25 | $-0.02 | $0.41 | ||
| Q1 25 | $-0.02 | $0.47 | ||
| Q4 24 | $-1.67 | $0.05 | ||
| Q3 24 | $-0.77 | $-0.17 | ||
| Q2 24 | $-0.03 | $0.47 | ||
| Q1 24 | $-0.03 | $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 | $94.0M | $573.0M |
| 总债务越低越好 | $35.6M | $2.8B |
| 股东权益账面价值 | $61.0M | $2.8B |
| 总资产 | $126.3M | $6.8B |
| 负债/权益比越低杠杆越低 | 0.58× | 1.02× |
8季度趋势,按日历期对齐
现金及短期投资
SENS
ST
| Q4 25 | $94.0M | $573.0M | ||
| Q3 25 | $111.0M | $791.3M | ||
| Q2 25 | $126.4M | $661.8M | ||
| Q1 25 | $64.2M | $588.1M | ||
| Q4 24 | $74.6M | $593.7M | ||
| Q3 24 | $74.5M | $506.2M | ||
| Q2 24 | $84.6M | $1.0B | ||
| Q1 24 | $98.7M | $460.4M |
总债务
SENS
ST
| Q4 25 | $35.6M | $2.8B | ||
| Q3 25 | $35.3M | — | ||
| Q2 25 | $35.2M | — | ||
| Q1 25 | $35.0M | — | ||
| Q4 24 | $34.7M | $3.2B | ||
| Q3 24 | $34.4M | — | ||
| Q2 24 | $34.2M | — | ||
| Q1 24 | $34.0M | — |
股东权益
SENS
ST
| Q4 25 | $61.0M | $2.8B | ||
| Q3 25 | $78.2M | $2.7B | ||
| Q2 25 | $94.7M | $2.9B | ||
| Q1 25 | $35.2M | $2.8B | ||
| Q4 24 | $-16.6M | $2.9B | ||
| Q3 24 | $-17.2M | $3.0B | ||
| Q2 24 | $578.0K | $3.0B | ||
| Q1 24 | $19.0M | $3.0B |
总资产
SENS
ST
| Q4 25 | $126.3M | $6.8B | ||
| Q3 25 | $139.9M | $7.1B | ||
| Q2 25 | $150.3M | $7.3B | ||
| Q1 25 | $87.2M | $7.2B | ||
| Q4 24 | $100.4M | $7.1B | ||
| Q3 24 | $96.3M | $7.3B | ||
| Q2 24 | $111.6M | $8.2B | ||
| Q1 24 | $126.5M | $7.6B |
负债/权益比
SENS
ST
| Q4 25 | 0.58× | 1.02× | ||
| Q3 25 | 0.45× | — | ||
| Q2 25 | 0.37× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | — | ||
| Q2 24 | 59.17× | — | ||
| Q1 24 | 1.79× | — |
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 | $-18.0M | $201.5M |
| 自由现金流经营现金流 - 资本支出 | $-18.4M | $151.9M |
| 自由现金流率自由现金流/营收 | -128.8% | 16.6% |
| 资本支出强度资本支出/营收 | 2.8% | 5.4% |
| 现金转化率经营现金流/净利润 | — | 3.19× |
| 过去12个月自由现金流最近4个季度 | $-60.2M | $490.3M |
8季度趋势,按日历期对齐
经营现金流
SENS
ST
| Q4 25 | $-18.0M | $201.5M | ||
| Q3 25 | $-15.8M | $159.9M | ||
| Q2 25 | $-9.3M | $140.9M | ||
| Q1 25 | $-16.1M | $119.2M | ||
| Q4 24 | $-14.2M | $170.7M | ||
| Q3 24 | $-14.8M | $130.9M | ||
| Q2 24 | $-11.1M | $143.5M | ||
| Q1 24 | $-20.3M | $106.5M |
自由现金流
SENS
ST
| Q4 25 | $-18.4M | $151.9M | ||
| Q3 25 | $-16.0M | $136.2M | ||
| Q2 25 | $-9.4M | $115.5M | ||
| Q1 25 | $-16.5M | $86.6M | ||
| Q4 24 | $-14.3M | $138.9M | ||
| Q3 24 | $-15.0M | $91.3M | ||
| Q2 24 | $-13.2M | $98.4M | ||
| Q1 24 | $-20.6M | $64.4M |
自由现金流率
SENS
ST
| Q4 25 | -128.8% | 16.6% | ||
| Q3 25 | -197.4% | 14.6% | ||
| Q2 25 | -141.2% | 12.2% | ||
| Q1 25 | -263.9% | 9.5% | ||
| Q4 24 | -172.1% | 15.3% | ||
| Q3 24 | -352.3% | 9.3% | ||
| Q2 24 | -272.0% | 9.5% | ||
| Q1 24 | -407.7% | 6.4% |
资本支出强度
SENS
ST
| Q4 25 | 2.8% | 5.4% | ||
| Q3 25 | 2.0% | 2.5% | ||
| Q2 25 | 1.9% | 2.7% | ||
| Q1 25 | 6.9% | 3.6% | ||
| Q4 24 | 0.4% | 3.5% | ||
| Q3 24 | 4.8% | 4.0% | ||
| Q2 24 | 43.0% | 4.4% | ||
| Q1 24 | 6.3% | 4.2% |
现金转化率
SENS
ST
| Q4 25 | — | 3.19× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.32× | ||
| Q1 25 | — | 1.70× | ||
| Q4 24 | — | 29.50× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.00× | ||
| Q1 24 | — | 1.40× |
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
SENS
| Nonrelated Party | $7.8M | 55% |
| Related Party | $6.4M | 45% |
ST
暂无分部数据