vs
Arcellx, Inc.（ACLX）与NEUROCRINE BIOSCIENCES INC（NBIX）财务数据对比。点击上方公司名可切换其他公司
NEUROCRINE BIOSCIENCES INC的季度营收约是Arcellx, Inc.的487.0倍（$805.5M vs $1.7M）。NEUROCRINE BIOSCIENCES INC净利率更高（19.1% vs -3513.4%，领先3532.5%）。NEUROCRINE BIOSCIENCES INC同比增速更快（28.3% vs -89.2%）。NEUROCRINE BIOSCIENCES INC自由现金流更多（$386.0M vs $-58.9M）。过去两年NEUROCRINE BIOSCIENCES INC的营收复合增速更高（25.0% 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。
Neurocrine Biosciences是1992年成立的美国生物制药企业，总部位于加利福尼亚州圣地亚哥，截至2024年10月首席执行官为Kyle Gano。公司专注于神经及内分泌相关疾病的疗法研发，旗下药物缬苯那嗪（商品名Ingrezza）于2017年获美国批准，用于治疗成人迟发性运动障碍。
ACLX vs NBIX — 直观对比
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7M | $805.5M |
| 净利润 | $-58.1M | $153.7M |
| 毛利率 | — | 97.8% |
| 营业利润率 | -3850.2% | 26.2% |
| 净利率 | -3513.4% | 19.1% |
| 营收同比 | -89.2% | 28.3% |
| 净利润同比 | -23.4% | 49.1% |
| 每股收益（稀释后） | $-1.01 | $1.49 |
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
| Q4 25 | $1.7M | $805.5M | ||
| Q3 25 | $4.9M | $794.9M | ||
| Q2 25 | $7.6M | $687.5M | ||
| Q1 25 | $8.1M | $572.6M | ||
| Q4 24 | $15.3M | $627.7M | ||
| Q3 24 | $26.0M | $622.1M | ||
| Q2 24 | $27.4M | $590.2M | ||
| Q1 24 | $39.3M | $515.3M |
| Q4 25 | $-58.1M | $153.7M | ||
| Q3 25 | $-55.8M | $209.5M | ||
| Q2 25 | $-52.8M | $107.5M | ||
| Q1 25 | $-62.3M | $7.9M | ||
| Q4 24 | $-47.1M | $103.1M | ||
| Q3 24 | $-25.9M | $129.8M | ||
| Q2 24 | $-27.2M | $65.0M | ||
| Q1 24 | $-7.2M | $43.4M |
| Q4 25 | — | 97.8% | ||
| Q3 25 | — | 98.2% | ||
| Q2 25 | — | 98.4% | ||
| Q1 25 | — | 98.4% | ||
| Q4 24 | — | 98.5% | ||
| Q3 24 | — | 98.7% | ||
| Q2 24 | — | 98.4% | ||
| Q1 24 | — | 98.5% |
| Q4 25 | -3850.2% | 26.2% | ||
| Q3 25 | -1248.3% | 30.1% | ||
| Q2 25 | -777.4% | 21.2% | ||
| Q1 25 | -847.6% | 4.1% | ||
| Q4 24 | -348.2% | 22.6% | ||
| Q3 24 | -129.1% | 29.5% | ||
| Q2 24 | -127.8% | 24.6% | ||
| Q1 24 | -40.3% | 19.3% |
| Q4 25 | -3513.4% | 19.1% | ||
| Q3 25 | -1127.1% | 26.4% | ||
| Q2 25 | -698.6% | 15.6% | ||
| Q1 25 | -766.0% | 1.4% | ||
| Q4 24 | -308.4% | 16.4% | ||
| Q3 24 | -99.4% | 20.9% | ||
| Q2 24 | -99.3% | 11.0% | ||
| Q1 24 | -18.3% | 8.4% |
| Q4 25 | $-1.01 | $1.49 | ||
| Q3 25 | $-0.99 | $2.04 | ||
| Q2 25 | $-0.94 | $1.06 | ||
| Q1 25 | $-1.13 | $0.08 | ||
| Q4 24 | $-0.87 | $1.00 | ||
| Q3 24 | $-0.48 | $1.24 | ||
| Q2 24 | $-0.51 | $0.63 | ||
| Q1 24 | $-0.14 | $0.42 |
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 | $713.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $402.4M | $3.3B |
| 总资产 | $604.0M | $4.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $450.3M | $713.0M | ||
| Q3 25 | $461.4M | $340.2M | ||
| Q2 25 | $453.1M | $264.0M | ||
| Q1 25 | $543.3M | $194.1M | ||
| Q4 24 | $587.4M | $233.0M | ||
| Q3 24 | $574.3M | $349.1M | ||
| Q2 24 | $516.7M | $139.7M | ||
| Q1 24 | $573.9M | $396.3M |
| Q4 25 | $402.4M | $3.3B | ||
| Q3 25 | $440.8M | $3.0B | ||
| Q2 25 | $392.2M | $2.7B | ||
| Q1 25 | $416.9M | $2.5B | ||
| Q4 24 | $454.8M | $2.6B | ||
| Q3 24 | $483.0M | $2.7B | ||
| Q2 24 | $487.2M | $2.5B | ||
| Q1 24 | $496.6M | $2.4B |
| Q4 25 | $604.0M | $4.6B | ||
| Q3 25 | $655.9M | $4.3B | ||
| Q2 25 | $619.1M | $3.9B | ||
| Q1 25 | $648.1M | $3.7B | ||
| Q4 24 | $711.3M | $3.7B | ||
| Q3 24 | $764.9M | $3.5B | ||
| Q2 24 | $734.3M | $3.3B | ||
| Q1 24 | $779.7M | $3.5B |
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 | $388.4M |
| 自由现金流经营现金流 - 资本支出 | $-58.9M | $386.0M |
| 自由现金流率自由现金流/营收 | -3563.4% | 47.9% |
| 资本支出强度资本支出/营收 | 46.2% | 0.3% |
| 现金转化率经营现金流/净利润 | — | 2.53× |
| 过去12个月自由现金流最近4个季度 | $-212.6M | $743.9M |
8季度趋势，按日历期对齐
| Q4 25 | $-58.2M | $388.4M | ||
| Q3 25 | $-49.2M | $227.5M | ||
| Q2 25 | $-39.7M | $102.0M | ||
| Q1 25 | $-63.1M | $64.8M | ||
| Q4 24 | $-46.0M | $242.5M | ||
| Q3 24 | $30.7M | $158.0M | ||
| Q2 24 | $-36.2M | $64.6M | ||
| Q1 24 | $-31.9M | $130.3M |
| Q4 25 | $-58.9M | $386.0M | ||
| Q3 25 | $-49.5M | $214.3M | ||
| Q2 25 | $-40.2M | $89.5M | ||
| Q1 25 | $-63.9M | $54.1M | ||
| Q4 24 | $-47.5M | $235.2M | ||
| Q3 24 | $28.4M | $149.9M | ||
| Q2 24 | $-39.5M | $53.0M | ||
| Q1 24 | $-38.3M | $119.1M |
| Q4 25 | -3563.4% | 47.9% | ||
| Q3 25 | -1000.3% | 27.0% | ||
| Q2 25 | -532.4% | 13.0% | ||
| Q1 25 | -786.4% | 9.4% | ||
| Q4 24 | -311.3% | 37.5% | ||
| Q3 24 | 109.2% | 24.1% | ||
| Q2 24 | -144.1% | 9.0% | ||
| Q1 24 | -97.7% | 23.1% |
| Q4 25 | 46.2% | 0.3% | ||
| Q3 25 | 6.0% | 1.7% | ||
| Q2 25 | 6.4% | 1.8% | ||
| Q1 25 | 9.6% | 1.9% | ||
| Q4 24 | 9.8% | 1.2% | ||
| Q3 24 | 8.8% | 1.3% | ||
| Q2 24 | 11.7% | 2.0% | ||
| Q1 24 | 16.4% | 2.2% |
| Q4 25 | — | 2.53× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | 0.95× | ||
| Q1 25 | — | 8.20× | ||
| Q4 24 | — | 2.35× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 0.99× | ||
| Q1 24 | — | 3.00× |
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
NBIX
| INGREZZA Net Product Sales | $653.8M | 81% |
| CRENESSITY Net Product Sales | $135.4M | 17% |
| Other Income | $12.6M | 2% |
| Collaboration Revenue | $7.2M | 1% |
