vs
Arcellx, Inc.（ACLX）与Aclaris Therapeutics, Inc.（ACRS）财务数据对比。点击上方公司名可切换其他公司
Arcellx, Inc.的季度营收约是Aclaris Therapeutics, Inc.的1.3倍（$1.7M vs $1.3M）。Aclaris Therapeutics, Inc.净利率更高（-1528.6% vs -3513.4%，领先1984.9%）。Aclaris Therapeutics, Inc.同比增速更快（-85.9% vs -89.2%）。Aclaris Therapeutics, Inc.自由现金流更多（$-13.2M vs $-58.9M）。过去两年Aclaris Therapeutics, Inc.的营收复合增速更高（-26.5% vs -79.5%）
Arcellx, Inc.是一家处于临床阶段的生物技术企业，专注开发用于治疗血液恶性肿瘤、实体瘤等难治性癌症的CAR-T细胞疗法，其核心管线针对肿瘤领域未被满足的医疗需求，服务全球患者群体。
Aclaris Therapeutics是一家处于临床阶段的生物制药企业，专注于研发针对免疫疾病、炎症性疾病和皮肤病的创新靶向疗法，核心管线覆盖斑秃、白癜风等未满足临床需求领域，致力于为全球相关患者提供新型治疗选择。
ACLX vs ACRS — 直观对比
营收规模更大
ACLX
是对方的1.3倍
$1.3M
营收增速更快
ACRS
高出3.2%
-89.2%
净利率更高
ACRS
高出1984.9%
-3513.4%
自由现金流更多
ACRS
多$45.8M
$-58.9M
两年增速更快
ACRS
近两年复合增速
-79.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7M | $1.3M |
| 净利润 | $-58.1M | $-19.8M |
| 毛利率 | — | 58.9% |
| 营业利润率 | -3850.2% | -1755.5% |
| 净利率 | -3513.4% | -1528.6% |
| 营收同比 | -89.2% | -85.9% |
| 净利润同比 | -23.4% | 79.5% |
| 每股收益（稀释后） | $-1.01 | $-0.16 |
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ACLXACRS
| Q4 25 | $1.7M | $1.3M | ||
| Q3 25 | $4.9M | $3.3M | ||
| Q2 25 | $7.6M | $1.8M | ||
| Q1 25 | $8.1M | $1.5M | ||
| Q4 24 | $15.3M | $9.2M | ||
| Q3 24 | $26.0M | $4.3M | ||
| Q2 24 | $27.4M | $2.8M | ||
| Q1 24 | $39.3M | $2.4M |
净利润ACLXACRS
| Q4 25 | $-58.1M | $-19.8M | ||
| Q3 25 | $-55.8M | $-14.6M | ||
| Q2 25 | $-52.8M | $-15.4M | ||
| Q1 25 | $-62.3M | $-15.1M | ||
| Q4 24 | $-47.1M | $-96.6M | ||
| Q3 24 | $-25.9M | $-7.6M | ||
| Q2 24 | $-27.2M | $-11.0M | ||
| Q1 24 | $-7.2M | $-16.9M |
毛利率ACLXACRS
| Q4 25 | — | 58.9% | ||
| Q3 25 | — | 83.7% | ||
| Q2 25 | — | 71.0% | ||
| Q1 25 | — | 65.2% | ||
| Q4 24 | — | 92.3% | ||
| Q3 24 | — | 85.0% | ||
| Q2 24 | — | 77.4% | ||
| Q1 24 | — | 66.3% |
营业利润率ACLXACRS
| Q4 25 | -3850.2% | -1755.5% | ||
| Q3 25 | -1248.3% | -519.8% | ||
| Q2 25 | -777.4% | -1035.9% | ||
| Q1 25 | -847.6% | -1242.9% | ||
| Q4 24 | -348.2% | -1082.3% | ||
| Q3 24 | -129.1% | -240.9% | ||
| Q2 24 | -127.8% | -464.7% | ||
| Q1 24 | -40.3% | -789.4% |
净利率ACLXACRS
| Q4 25 | -3513.4% | -1528.6% | ||
| Q3 25 | -1127.1% | -443.0% | ||
| Q2 25 | -698.6% | -868.3% | ||
| Q1 25 | -766.0% | -1036.8% | ||
| Q4 24 | -308.4% | -1048.3% | ||
| Q3 24 | -99.4% | -174.6% | ||
| Q2 24 | -99.3% | -397.2% | ||
| Q1 24 | -18.3% | -706.5% |
每股收益（稀释后）ACLXACRS
| Q4 25 | $-1.01 | $-0.16 | ||
| Q3 25 | $-0.99 | $-0.12 | ||
| Q2 25 | $-0.94 | $-0.13 | ||
| Q1 25 | $-1.13 | $-0.12 | ||
| Q4 24 | $-0.87 | $-1.21 | ||
| Q3 24 | $-0.48 | $-0.11 | ||
| Q2 24 | $-0.51 | $-0.15 | ||
| Q1 24 | $-0.14 | $-0.24 |
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 | $450.3M | $20.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $402.4M | $103.1M |
| 总资产 | $604.0M | $160.5M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ACLXACRS
| Q4 25 | $450.3M | $20.0M | ||
| Q3 25 | $461.4M | $25.3M | ||
| Q2 25 | $453.1M | $25.4M | ||
| Q1 25 | $543.3M | $30.4M | ||
| Q4 24 | $587.4M | $24.6M | ||
| Q3 24 | $574.3M | $47.7M | ||
| Q2 24 | $516.7M | $22.8M | ||
| Q1 24 | $573.9M | $35.8M |
股东权益ACLXACRS
| Q4 25 | $402.4M | $103.1M | ||
| Q3 25 | $440.8M | $120.1M | ||
| Q2 25 | $392.2M | $131.7M | ||
| Q1 25 | $416.9M | $144.1M | ||
| Q4 24 | $454.8M | $155.6M | ||
| Q3 24 | $483.0M | $130.2M | ||
| Q2 24 | $487.2M | $133.8M | ||
| Q1 24 | $496.6M | $142.0M |
总资产ACLXACRS
| Q4 25 | $604.0M | $160.5M | ||
| Q3 25 | $655.9M | $175.5M | ||
| Q2 25 | $619.1M | $189.1M | ||
| Q1 25 | $648.1M | $198.1M | ||
| Q4 24 | $711.3M | $220.3M | ||
| Q3 24 | $764.9M | $182.4M | ||
| Q2 24 | $734.3M | $161.1M | ||
| Q1 24 | $779.7M | $174.1M |
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 | $-58.2M | $-13.1M |
| 自由现金流经营现金流 - 资本支出 | $-58.9M | $-13.2M |
| 自由现金流率自由现金流/营收 | -3563.4% | -1015.8% |
| 资本支出强度资本支出/营收 | 46.2% | 1.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-212.6M | $-47.2M |
8季度趋势，按日历期对齐
经营现金流ACLXACRS
| Q4 25 | $-58.2M | $-13.1M | ||
| Q3 25 | $-49.2M | $-10.9M | ||
| Q2 25 | $-39.7M | $-10.0M | ||
| Q1 25 | $-63.1M | $-13.1M | ||
| Q4 24 | $-46.0M | $-8.9M | ||
| Q3 24 | $30.7M | $22.0M | ||
| Q2 24 | $-36.2M | $-12.3M | ||
| Q1 24 | $-31.9M | $-20.8M |
自由现金流ACLXACRS
| Q4 25 | $-58.9M | $-13.2M | ||
| Q3 25 | $-49.5M | $-11.0M | ||
| Q2 25 | $-40.2M | $-10.0M | ||
| Q1 25 | $-63.9M | $-13.1M | ||
| Q4 24 | $-47.5M | — | ||
| Q3 24 | $28.4M | — | ||
| Q2 24 | $-39.5M | $-12.3M | ||
| Q1 24 | $-38.3M | $-20.9M |
自由现金流率ACLXACRS
| Q4 25 | -3563.4% | -1015.8% | ||
| Q3 25 | -1000.3% | -332.1% | ||
| Q2 25 | -532.4% | -563.5% | ||
| Q1 25 | -786.4% | -900.3% | ||
| Q4 24 | -311.3% | — | ||
| Q3 24 | 109.2% | — | ||
| Q2 24 | -144.1% | -446.0% | ||
| Q1 24 | -97.7% | -873.6% |
资本支出强度ACLXACRS
| Q4 25 | 46.2% | 1.9% | ||
| Q3 25 | 6.0% | 0.7% | ||
| Q2 25 | 6.4% | 1.2% | ||
| Q1 25 | 9.6% | 3.0% | ||
| Q4 24 | 9.8% | 0.0% | ||
| Q3 24 | 8.8% | 0.0% | ||
| Q2 24 | 11.7% | 0.5% | ||
| Q1 24 | 16.4% | 5.6% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
