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Stryker Corporation(SYK)与Tractor Supply(TSCO)财务数据对比。点击上方公司名可切换其他公司
Stryker Corporation的季度营收约是Tractor Supply的2.0倍($7.2B vs $3.6B),Stryker Corporation净利率更高(11.8% vs 4.6%,领先7.3%),Tractor Supply同比增速更快(100.0% vs 11.4%),过去两年Stryker Corporation的营收复合增速更高(16.9% vs -8.0%)
斯特赖克是一款八轮装甲战车,衍生自加拿大LAV III步兵战车,而后者源自瑞士莫瓦格食人鱼系列装甲车。该型战车由加拿大通用动力陆地系统公司为美国陆军生产,制造工厂位于安大略省伦敦市。它默认采用8×4四轮驱动,可切换为8×8全轮驱动模式。
Tractor Supply Company成立于1938年,是美国连锁零售企业,主营家居装修、农业、园艺养护、牲畜、马术及宠物护理相关设备与用品,客群覆盖农民、牧场主、宠物主及土地所有者。截至2024年共开设2250家门店,总部位于田纳西州布伦特伍德,为纳斯达克上市的财富500强企业。
SYK vs TSCO — 直观对比
营收规模更大
SYK
是对方的2.0倍
$3.6B
营收增速更快
TSCO
高出88.6%
11.4%
净利率更高
SYK
高出7.3%
4.6%
两年增速更快
SYK
近两年复合增速
-8.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $7.2B | $3.6B |
| 净利润 | $849.0M | $164.5M |
| 毛利率 | 64.5% | 36.2% |
| 营业利润率 | 25.2% | 6.5% |
| 净利率 | 11.8% | 4.6% |
| 营收同比 | 11.4% | 100.0% |
| 净利润同比 | 55.5% | 4.6% |
| 每股收益(稀释后) | $2.20 | $0.31 |
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
SYK
TSCO
| Q1 26 | — | $3.6B | ||
| Q4 25 | $7.2B | $3.9B | ||
| Q3 25 | $6.1B | $3.7B | ||
| Q2 25 | $6.0B | $4.4B | ||
| Q1 25 | $5.9B | $3.5B | ||
| Q4 24 | $6.4B | $3.8B | ||
| Q3 24 | $5.5B | $3.5B | ||
| Q2 24 | $5.4B | $4.2B |
净利润
SYK
TSCO
| Q1 26 | — | $164.5M | ||
| Q4 25 | $849.0M | $227.4M | ||
| Q3 25 | $859.0M | $259.3M | ||
| Q2 25 | $884.0M | $430.0M | ||
| Q1 25 | $654.0M | $179.4M | ||
| Q4 24 | $546.0M | $236.4M | ||
| Q3 24 | $834.0M | $241.5M | ||
| Q2 24 | $825.0M | $425.2M |
毛利率
SYK
TSCO
| Q1 26 | — | 36.2% | ||
| Q4 25 | 64.5% | 35.1% | ||
| Q3 25 | 63.6% | 37.4% | ||
| Q2 25 | 63.8% | 36.9% | ||
| Q1 25 | 63.8% | 36.2% | ||
| Q4 24 | 64.9% | 35.2% | ||
| Q3 24 | 64.0% | 37.2% | ||
| Q2 24 | 63.0% | 36.6% |
营业利润率
SYK
TSCO
| Q1 26 | — | 6.5% | ||
| Q4 25 | 25.2% | 7.6% | ||
| Q3 25 | 18.7% | 9.2% | ||
| Q2 25 | 18.5% | 13.0% | ||
| Q1 25 | 14.3% | 7.2% | ||
| Q4 24 | 9.0% | 8.4% | ||
| Q3 24 | 19.7% | 9.4% | ||
| Q2 24 | 19.4% | 13.2% |
净利率
SYK
TSCO
| Q1 26 | — | 4.6% | ||
| Q4 25 | 11.8% | 5.8% | ||
| Q3 25 | 14.2% | 7.0% | ||
| Q2 25 | 14.7% | 9.7% | ||
| Q1 25 | 11.1% | 5.2% | ||
| Q4 24 | 8.5% | 6.3% | ||
| Q3 24 | 15.2% | 7.0% | ||
| Q2 24 | 15.2% | 10.0% |
每股收益(稀释后)
SYK
TSCO
| Q1 26 | — | $0.31 | ||
| Q4 25 | $2.20 | $0.42 | ||
| Q3 25 | $2.22 | $0.49 | ||
| Q2 25 | $2.29 | $0.81 | ||
| Q1 25 | $1.69 | $0.34 | ||
| Q4 24 | $1.41 | $-5.96 | ||
| Q3 24 | $2.16 | $2.24 | ||
| Q2 24 | $2.14 | $3.93 |
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 | $4.0B | $224.3M |
| 总债务越低越好 | — | $2.1B |
| 股东权益账面价值 | $22.4B | $2.5B |
| 总资产 | $47.8B | $11.7B |
| 负债/权益比越低杠杆越低 | — | 0.85× |
8季度趋势,按日历期对齐
现金及短期投资
SYK
TSCO
| Q1 26 | — | $224.3M | ||
| Q4 25 | $4.0B | $194.1M | ||
| Q3 25 | $3.3B | $184.6M | ||
| Q2 25 | $2.4B | $225.8M | ||
| Q1 25 | $2.3B | $231.7M | ||
| Q4 24 | $3.7B | $251.5M | ||
| Q3 24 | $3.9B | $186.3M | ||
| Q2 24 | $1.9B | $394.7M |
总债务
SYK
TSCO
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $150.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $150.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
SYK
TSCO
| Q1 26 | — | $2.5B | ||
| Q4 25 | $22.4B | $2.6B | ||
| Q3 25 | $21.8B | $2.6B | ||
| Q2 25 | $21.2B | $2.5B | ||
| Q1 25 | $20.9B | $2.2B | ||
| Q4 24 | $20.6B | $2.3B | ||
| Q3 24 | $20.1B | $2.3B | ||
| Q2 24 | $19.8B | $2.3B |
总资产
SYK
TSCO
| Q1 26 | — | $11.7B | ||
| Q4 25 | $47.8B | $10.9B | ||
| Q3 25 | $47.1B | $10.9B | ||
| Q2 25 | $46.3B | $10.6B | ||
| Q1 25 | $46.0B | $10.4B | ||
| Q4 24 | $43.0B | $9.8B | ||
| Q3 24 | $43.8B | $9.8B | ||
| Q2 24 | $39.1B | $9.8B |
负债/权益比
SYK
TSCO
| Q1 26 | — | 0.85× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.07× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $2.1B | $91.1M |
| 自由现金流经营现金流 - 资本支出 | $1.9B | — |
| 自由现金流率自由现金流/营收 | 26.1% | — |
| 资本支出强度资本支出/营收 | 3.7% | 5.6% |
| 现金转化率经营现金流/净利润 | 2.52× | 0.55× |
| 过去12个月自由现金流最近4个季度 | $4.3B | — |
8季度趋势,按日历期对齐
经营现金流
SYK
TSCO
| Q1 26 | — | $91.1M | ||
| Q4 25 | $2.1B | $324.8M | ||
| Q3 25 | $1.5B | $307.9M | ||
| Q2 25 | $1.1B | $785.8M | ||
| Q1 25 | $250.0M | $216.8M | ||
| Q4 24 | $1.9B | $517.2M | ||
| Q3 24 | $1.5B | $86.3M | ||
| Q2 24 | $633.0M | $559.9M |
自由现金流
SYK
TSCO
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $59.3M | ||
| Q3 25 | $1.4B | $30.3M | ||
| Q2 25 | $928.0M | $575.4M | ||
| Q1 25 | $127.0M | $75.5M | ||
| Q4 24 | $1.7B | $271.2M | ||
| Q3 24 | $1.3B | $-101.9M | ||
| Q2 24 | $481.0M | $367.3M |
自由现金流率
SYK
TSCO
| Q1 26 | — | — | ||
| Q4 25 | 26.1% | 1.5% | ||
| Q3 25 | 22.3% | 0.8% | ||
| Q2 25 | 15.4% | 13.0% | ||
| Q1 25 | 2.2% | 2.2% | ||
| Q4 24 | 25.9% | 7.2% | ||
| Q3 24 | 23.7% | -2.9% | ||
| Q2 24 | 8.9% | 8.6% |
资本支出强度
SYK
TSCO
| Q1 26 | — | 5.6% | ||
| Q4 25 | 3.7% | 6.8% | ||
| Q3 25 | 3.1% | 7.5% | ||
| Q2 25 | 3.0% | 4.7% | ||
| Q1 25 | 2.1% | 4.1% | ||
| Q4 24 | 4.1% | 6.5% | ||
| Q3 24 | 3.1% | 5.4% | ||
| Q2 24 | 2.8% | 4.5% |
现金转化率
SYK
TSCO
| Q1 26 | — | 0.55× | ||
| Q4 25 | 2.52× | 1.43× | ||
| Q3 25 | 1.79× | 1.19× | ||
| Q2 25 | 1.26× | 1.83× | ||
| Q1 25 | 0.38× | 1.21× | ||
| Q4 24 | 3.54× | 2.19× | ||
| Q3 24 | 1.77× | 0.36× | ||
| Q2 24 | 0.77× | 1.32× |
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
SYK
| Medical | $1.3B | 18% |
| Endoscopy | $1.1B | 16% |
| Traumaand Extremities | $1.1B | 15% |
| Instruments | $925.0M | 13% |
| Knees | $749.0M | 10% |
| Neuro Cranial | $669.0M | 9% |
| Neurovascular | $539.0M | 8% |
| Hips | $499.0M | 7% |
| Other Orthopaedics | $267.0M | 4% |
| Spine | $8.0M | 0% |
TSCO
暂无分部数据