vs
艾伯维(ABBV)与SELECT MEDICAL HOLDINGS CORP(SEM)财务数据对比。点击上方公司名可切换其他公司
艾伯维的季度营收约是SELECT MEDICAL HOLDINGS CORP的11.9倍($16.6B vs $1.4B)。艾伯维净利率更高(10.9% vs 1.4%,领先9.5%)。艾伯维同比增速更快(10.0% vs 6.4%)。艾伯维自由现金流更多($4.9B vs $5.2M)。过去两年艾伯维的营收复合增速更高(16.2% vs 2.8%)
艾伯维是一家总部位于美国伊利诺伊州北芝加哥的制药企业,专注于研发、生产覆盖多种疾病领域的治疗药物,致力于为全球各地患者提供安全有效的临床解决方案,在全球医药行业拥有较高的知名度与影响力。
Select Medical是总部位于美国宾夕法尼亚州的医疗健康企业,业务涵盖长期急症护理、住院康复医院运营,同时开设有职业健康与物理治疗诊所,母公司Select Medical Holdings在纽约证券交易所挂牌上市。
ABBV vs SEM — 直观对比
营收规模更大
ABBV
是对方的11.9倍
$1.4B
营收增速更快
ABBV
高出3.6%
6.4%
净利率更高
ABBV
高出9.5%
1.4%
自由现金流更多
ABBV
多$4.9B
$5.2M
两年增速更快
ABBV
近两年复合增速
2.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $16.6B | $1.4B |
| 净利润 | $1.8B | $20.2M |
| 毛利率 | 72.6% | — |
| 营业利润率 | 27.3% | 4.6% |
| 净利率 | 10.9% | 1.4% |
| 营收同比 | 10.0% | 6.4% |
| 净利润同比 | 8354.5% | 225.7% |
| 每股收益(稀释后) | $1.02 | $0.17 |
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
ABBV
SEM
| Q4 25 | $16.6B | $1.4B | ||
| Q3 25 | $15.8B | $1.4B | ||
| Q2 25 | $15.4B | $1.3B | ||
| Q1 25 | $13.3B | $1.4B | ||
| Q4 24 | $15.1B | $1.3B | ||
| Q3 24 | $14.5B | $1.3B | ||
| Q2 24 | $14.5B | $1.3B | ||
| Q1 24 | $12.3B | $1.3B |
净利润
ABBV
SEM
| Q4 25 | $1.8B | $20.2M | ||
| Q3 25 | $186.0M | $28.8M | ||
| Q2 25 | $938.0M | $40.6M | ||
| Q1 25 | $1.3B | $56.7M | ||
| Q4 24 | $-22.0M | $-16.1M | ||
| Q3 24 | $1.6B | $55.6M | ||
| Q2 24 | $1.4B | $77.6M | ||
| Q1 24 | $1.4B | $96.9M |
毛利率
ABBV
SEM
| Q4 25 | 72.6% | — | ||
| Q3 25 | 66.4% | — | ||
| Q2 25 | 71.8% | — | ||
| Q1 25 | 70.0% | — | ||
| Q4 24 | 70.9% | — | ||
| Q3 24 | 70.9% | — | ||
| Q2 24 | 70.9% | — | ||
| Q1 24 | 66.7% | — |
营业利润率
ABBV
SEM
| Q4 25 | 27.3% | 4.6% | ||
| Q3 25 | 12.1% | 5.4% | ||
| Q2 25 | 31.7% | 6.5% | ||
| Q1 25 | 28.0% | 8.3% | ||
| Q4 24 | -9.9% | 1.6% | ||
| Q3 24 | 26.5% | 4.3% | ||
| Q2 24 | 27.6% | 5.8% | ||
| Q1 24 | 22.7% | 9.0% |
净利率
ABBV
SEM
| Q4 25 | 10.9% | 1.4% | ||
| Q3 25 | 1.2% | 2.1% | ||
| Q2 25 | 6.1% | 3.0% | ||
| Q1 25 | 9.6% | 4.2% | ||
| Q4 24 | -0.1% | -1.2% | ||
| Q3 24 | 10.8% | 4.4% | ||
| Q2 24 | 9.5% | 6.1% | ||
| Q1 24 | 11.1% | 7.3% |
每股收益(稀释后)
ABBV
SEM
| Q4 25 | $1.02 | $0.17 | ||
| Q3 25 | $0.10 | $0.23 | ||
| Q2 25 | $0.52 | $0.32 | ||
| Q1 25 | $0.72 | $0.44 | ||
| Q4 24 | $-0.03 | $-0.12 | ||
| Q3 24 | $0.88 | $0.43 | ||
| Q2 24 | $0.77 | $0.60 | ||
| Q1 24 | $0.77 | $0.75 |
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 | $5.3B | $26.5M |
| 总债务越低越好 | $58.9B | $1.8B |
| 股东权益账面价值 | $-3.3B | $1.7B |
| 总资产 | $134.0B | $5.9B |
| 负债/权益比越低杠杆越低 | — | 1.06× |
8季度趋势,按日历期对齐
现金及短期投资
ABBV
SEM
| Q4 25 | $5.3B | $26.5M | ||
| Q3 25 | $5.7B | $60.1M | ||
| Q2 25 | $6.5B | $52.3M | ||
| Q1 25 | $5.2B | $53.2M | ||
| Q4 24 | $5.6B | $59.7M | ||
| Q3 24 | $7.3B | $191.5M | ||
| Q2 24 | $13.2B | $111.2M | ||
| Q1 24 | $18.1B | $92.6M |
总债务
ABBV
SEM
| Q4 25 | $58.9B | $1.8B | ||
| Q3 25 | $63.0B | $1.7B | ||
| Q2 25 | $63.0B | $1.8B | ||
| Q1 25 | $64.5B | $1.8B | ||
| Q4 24 | $60.3B | $1.7B | ||
| Q3 24 | $58.5B | $3.1B | ||
| Q2 24 | $58.0B | $3.6B | ||
| Q1 24 | $63.8B | $3.8B |
股东权益
ABBV
SEM
| Q4 25 | $-3.3B | $1.7B | ||
| Q3 25 | $-2.6B | $1.7B | ||
| Q2 25 | $-183.0M | $1.7B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $3.3B | $1.7B | ||
| Q3 24 | $6.0B | $1.9B | ||
| Q2 24 | $6.8B | $1.4B | ||
| Q1 24 | $8.0B | $1.4B |
总资产
ABBV
SEM
| Q4 25 | $134.0B | $5.9B | ||
| Q3 25 | $133.9B | $5.7B | ||
| Q2 25 | $137.2B | $5.7B | ||
| Q1 25 | $136.2B | $5.7B | ||
| Q4 24 | $135.2B | $5.6B | ||
| Q3 24 | $143.4B | $8.0B | ||
| Q2 24 | $141.9B | $7.9B | ||
| Q1 24 | $148.9B | $7.9B |
负债/权益比
ABBV
SEM
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | 45.44× | 1.03× | ||
| Q4 24 | 18.15× | 1.01× | ||
| Q3 24 | 9.70× | 1.62× | ||
| Q2 24 | 8.56× | 2.54× | ||
| Q1 24 | 7.97× | 2.75× |
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 | $5.2B | $64.3M |
| 自由现金流经营现金流 - 资本支出 | $4.9B | $5.2M |
| 自由现金流率自由现金流/营收 | 29.4% | 0.4% |
| 资本支出强度资本支出/营收 | 2.0% | 4.2% |
| 现金转化率经营现金流/净利润 | 2.87× | 3.19× |
| 过去12个月自由现金流最近4个季度 | $17.8B | $117.2M |
8季度趋势,按日历期对齐
经营现金流
ABBV
SEM
| Q4 25 | $5.2B | $64.3M | ||
| Q3 25 | $7.0B | $175.3M | ||
| Q2 25 | $5.2B | $110.3M | ||
| Q1 25 | $1.6B | $-3.5M | ||
| Q4 24 | $7.0B | $125.4M | ||
| Q3 24 | $5.4B | $181.0M | ||
| Q2 24 | $2.3B | $278.2M | ||
| Q1 24 | $4.0B | $-66.7M |
自由现金流
ABBV
SEM
| Q4 25 | $4.9B | $5.2M | ||
| Q3 25 | $6.6B | $122.2M | ||
| Q2 25 | $4.9B | $45.6M | ||
| Q1 25 | $1.4B | $-55.8M | ||
| Q4 24 | $6.8B | $62.0M | ||
| Q3 24 | $5.2B | $130.3M | ||
| Q2 24 | $2.0B | $222.6M | ||
| Q1 24 | $3.8B | $-119.2M |
自由现金流率
ABBV
SEM
| Q4 25 | 29.4% | 0.4% | ||
| Q3 25 | 42.1% | 9.0% | ||
| Q2 25 | 31.7% | 3.4% | ||
| Q1 25 | 10.5% | -4.1% | ||
| Q4 24 | 44.7% | 4.7% | ||
| Q3 24 | 35.9% | 10.2% | ||
| Q2 24 | 14.0% | 17.4% | ||
| Q1 24 | 31.3% | -9.0% |
资本支出强度
ABBV
SEM
| Q4 25 | 2.0% | 4.2% | ||
| Q3 25 | 2.4% | 3.9% | ||
| Q2 25 | 1.7% | 4.8% | ||
| Q1 25 | 1.8% | 3.9% | ||
| Q4 24 | 1.9% | 4.8% | ||
| Q3 24 | 1.7% | 4.0% | ||
| Q2 24 | 1.7% | 4.3% | ||
| Q1 24 | 1.6% | 4.0% |
现金转化率
ABBV
SEM
| Q4 25 | 2.87× | 3.19× | ||
| Q3 25 | 37.76× | 6.09× | ||
| Q2 25 | 5.49× | 2.72× | ||
| Q1 25 | 1.27× | -0.06× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.49× | 3.25× | ||
| Q2 24 | 1.66× | 3.59× | ||
| Q1 24 | 2.95× | -0.69× |
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
ABBV
暂无分部数据
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |