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Arcellx, Inc.（ACLX）与Digimarc CORP（DMRC）财务数据对比。点击上方公司名可切换其他公司
Digimarc CORP的季度营收约是Arcellx, Inc.的1.1倍（$8.9M vs $8.1M），Digimarc CORP净利率更高（-47.2% vs -766.0%，领先718.8%），Digimarc CORP同比增速更快（2.9% vs -79.3%），Digimarc CORP自由现金流更多（$895.0K vs $-63.9M），过去两年Digimarc CORP的营收复合增速更高（-5.3% vs -24.6%）
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。
迪吉马克公司是一家企业软件与服务提供商，其主打产品包含带数字标识符的软件，主要用于解决防伪问题、验证产品真伪、提升回收准确性以及实现供应链可追溯，产品可广泛应用于服装、快消品、美妆健康、汽车等多个行业领域。
ACLX vs DMRC — 直观对比
营收规模更大
DMRC
是对方的1.1倍
$8.1M
营收增速更快
DMRC
高出82.2%
-79.3%
净利率更高
DMRC
高出718.8%
-766.0%
自由现金流更多
DMRC
多$64.8M
$-63.9M
两年增速更快
DMRC
近两年复合增速
-24.6%
损益表 — Q1 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $8.1M | $8.9M |
| 净利润 | $-62.3M | $-4.2M |
| 毛利率 | — | 63.5% |
| 营业利润率 | -847.6% | -48.2% |
| 净利率 | -766.0% | -47.2% |
| 营收同比 | -79.3% | 2.9% |
| 净利润同比 | -765.1% | 51.4% |
| 每股收益（稀释后） | $-1.13 | $-0.18 |
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ACLXDMRC
| Q4 25 | — | $8.9M | ||
| Q3 25 | — | $7.6M | ||
| Q2 25 | — | $8.0M | ||
| Q1 25 | $8.1M | $9.4M | ||
| Q4 24 | $15.3M | $8.7M | ||
| Q3 24 | $26.0M | $9.4M | ||
| Q2 24 | $27.4M | $10.4M | ||
| Q1 24 | $39.3M | $9.9M |
净利润ACLXDMRC
| Q4 25 | — | $-4.2M | ||
| Q3 25 | — | $-8.2M | ||
| Q2 25 | — | $-8.2M | ||
| Q1 25 | $-62.3M | $-11.7M | ||
| Q4 24 | $-47.1M | $-8.6M | ||
| Q3 24 | $-25.9M | $-10.8M | ||
| Q2 24 | $-27.2M | $-9.3M | ||
| Q1 24 | $-7.2M | $-10.3M |
毛利率ACLXDMRC
| Q4 25 | — | 63.5% | ||
| Q3 25 | — | 58.3% | ||
| Q2 25 | — | 58.8% | ||
| Q1 25 | — | 65.0% | ||
| Q4 24 | — | 60.8% | ||
| Q3 24 | — | 62.4% | ||
| Q2 24 | — | 66.1% | ||
| Q1 24 | — | 62.5% |
营业利润率ACLXDMRC
| Q4 25 | — | -48.2% | ||
| Q3 25 | — | -109.7% | ||
| Q2 25 | — | -105.2% | ||
| Q1 25 | -847.6% | -128.9% | ||
| Q4 24 | -348.2% | -105.1% | ||
| Q3 24 | -129.1% | -120.4% | ||
| Q2 24 | -127.8% | -96.2% | ||
| Q1 24 | -40.3% | -109.2% |
净利率ACLXDMRC
| Q4 25 | — | -47.2% | ||
| Q3 25 | — | -106.9% | ||
| Q2 25 | — | -102.6% | ||
| Q1 25 | -766.0% | -125.2% | ||
| Q4 24 | -308.4% | -99.9% | ||
| Q3 24 | -99.4% | -113.9% | ||
| Q2 24 | -99.3% | -89.3% | ||
| Q1 24 | -18.3% | -104.0% |
每股收益（稀释后）ACLXDMRC
| Q4 25 | — | $-0.18 | ||
| Q3 25 | — | $-0.38 | ||
| Q2 25 | — | $-0.38 | ||
| Q1 25 | $-1.13 | $-0.55 | ||
| Q4 24 | $-0.87 | $-0.40 | ||
| Q3 24 | $-0.48 | $-0.50 | ||
| Q2 24 | $-0.51 | $-0.43 | ||
| Q1 24 | $-0.14 | $-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 | $543.3M | $12.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $416.9M | $40.2M |
| 总资产 | $648.1M | $53.0M |
| 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ACLXDMRC
| Q4 25 | — | $12.9M | ||
| Q3 25 | — | $12.6M | ||
| Q2 25 | — | $16.1M | ||
| Q1 25 | $543.3M | $21.6M | ||
| Q4 24 | $587.4M | $28.7M | ||
| Q3 24 | $574.3M | $33.7M | ||
| Q2 24 | $516.7M | $41.5M | ||
| Q1 24 | $573.9M | $48.9M |
股东权益ACLXDMRC
| Q4 25 | — | $40.2M | ||
| Q3 25 | — | $41.4M | ||
| Q2 25 | — | $46.5M | ||
| Q1 25 | $416.9M | $50.0M | ||
| Q4 24 | $454.8M | $61.4M | ||
| Q3 24 | $483.0M | $70.2M | ||
| Q2 24 | $487.2M | $77.2M | ||
| Q1 24 | $496.6M | $84.5M |
总资产ACLXDMRC
| Q4 25 | — | $53.0M | ||
| Q3 25 | — | $55.4M | ||
| Q2 25 | — | $60.7M | ||
| Q1 25 | $648.1M | $66.5M | ||
| Q4 24 | $711.3M | $75.8M | ||
| Q3 24 | $764.9M | $85.0M | ||
| Q2 24 | $734.3M | $93.4M | ||
| Q1 24 | $779.7M | $99.7M |
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 | $-63.1M | $991.0K |
| 自由现金流经营现金流 - 资本支出 | $-63.9M | $895.0K |
| 自由现金流率自由现金流/营收 | -786.4% | 10.0% |
| 资本支出强度资本支出/营收 | 9.6% | 1.1% |
| 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 | $-122.5M | $-12.3M |
8季度趋势，按日历期对齐
经营现金流ACLXDMRC
| Q4 25 | — | $991.0K | ||
| Q3 25 | — | $-2.6M | ||
| Q2 25 | — | $-4.7M | ||
| Q1 25 | $-63.1M | $-5.5M | ||
| Q4 24 | $-46.0M | $-4.2M | ||
| Q3 24 | $30.7M | $-7.1M | ||
| Q2 24 | $-36.2M | $-6.8M | ||
| Q1 24 | $-31.9M | $-8.4M |
自由现金流ACLXDMRC
| Q4 25 | — | $895.0K | ||
| Q3 25 | — | $-2.8M | ||
| Q2 25 | — | $-4.9M | ||
| Q1 25 | $-63.9M | $-5.5M | ||
| Q4 24 | $-47.5M | $-4.2M | ||
| Q3 24 | $28.4M | $-7.2M | ||
| Q2 24 | $-39.5M | $-6.9M | ||
| Q1 24 | $-38.3M | $-8.5M |
自由现金流率ACLXDMRC
| Q4 25 | — | 10.0% | ||
| Q3 25 | — | -36.9% | ||
| Q2 25 | — | -61.0% | ||
| Q1 25 | -786.4% | -59.1% | ||
| Q4 24 | -311.3% | -49.1% | ||
| Q3 24 | 109.2% | -75.7% | ||
| Q2 24 | -144.1% | -66.1% | ||
| Q1 24 | -97.7% | -85.8% |
资本支出强度ACLXDMRC
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | 9.6% | 0.6% | ||
| Q4 24 | 9.8% | 0.2% | ||
| Q3 24 | 8.8% | 0.7% | ||
| Q2 24 | 11.7% | 0.3% | ||
| Q1 24 | 16.4% | 1.1% |
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
ACLX
暂无分部数据
DMRC
| Subscription | $5.3M | 60% |
| The Government | $3.6M | 41% |
