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ACACIA RESEARCH CORP（ACTG）与Amarin Corp plc（AMRN）财务数据对比。点击上方公司名可切换其他公司
ACACIA RESEARCH CORP的季度营收约是Amarin Corp plc的1.1倍（$50.1M vs $45.1M），ACACIA RESEARCH CORP净利率更高（6.8% vs -23.3%，领先30.1%），Amarin Corp plc同比增速更快（7.0% vs 2.6%），过去两年ACACIA RESEARCH CORP的营收复合增速更高（43.6% vs -18.3%）
槐亚研究公司是一家总部位于纽约市的美国上市企业，在科技、能源以及工业制造领域开展业务收购与运营工作。该公司与控股股东斯塔博德价值投资合伙企业保持战略伙伴关系，这家企业在业内常被归类为专利流氓。
Amarin是一家1993年成立的爱裔美籍生物制药企业，总部分别设于爱尔兰都柏林与美国新泽西州布里奇沃特。该企业专注研发及销售心血管疾病治疗药物，已推出处方级Omega-3脂肪酸药物Vascepa（AMR-101）。
ACTG vs AMRN — 直观对比
营收规模更大
ACTG
是对方的1.1倍
$45.1M
营收增速更快
AMRN
高出4.4%
2.6%
净利率更高
ACTG
高出30.1%
-23.3%
两年增速更快
ACTG
近两年复合增速
-18.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $50.1M | $45.1M |
| 净利润 | $3.4M | $-10.5M |
| 毛利率 | 12.8% | — |
| 营业利润率 | -26.1% | 35.5% |
| 净利率 | 6.8% | -23.3% |
| 营收同比 | 2.6% | 7.0% |
| 净利润同比 | 125.5% | 33.0% |
| 每股收益（稀释后） | $0.03 | — |
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ACTGAMRN
| Q1 26 | — | $45.1M | ||
| Q4 25 | $50.1M | $49.2M | ||
| Q3 25 | $59.4M | $49.7M | ||
| Q2 25 | $51.2M | $72.7M | ||
| Q1 25 | $124.4M | $42.0M | ||
| Q4 24 | $48.8M | $62.3M | ||
| Q3 24 | $23.3M | $42.3M | ||
| Q2 24 | $25.8M | $67.5M |
净利润ACTGAMRN
| Q1 26 | — | $-10.5M | ||
| Q4 25 | $3.4M | $-1.2M | ||
| Q3 25 | $-2.7M | $-7.7M | ||
| Q2 25 | $-3.3M | $-14.1M | ||
| Q1 25 | $24.3M | $-15.7M | ||
| Q4 24 | $-13.4M | $-48.6M | ||
| Q3 24 | $-14.0M | $-25.1M | ||
| Q2 24 | $-8.4M | $1.5M |
毛利率ACTGAMRN
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | 47.1% | ||
| Q3 25 | 21.2% | 44.7% | ||
| Q2 25 | 12.8% | 69.2% | ||
| Q1 25 | 47.4% | 59.8% | ||
| Q4 24 | 17.6% | -15.4% | ||
| Q3 24 | 10.1% | 38.5% | ||
| Q2 24 | 26.2% | 63.4% |
营业利润率ACTGAMRN
| Q1 26 | — | 35.5% | ||
| Q4 25 | -26.1% | -12.9% | ||
| Q3 25 | -10.8% | -22.4% | ||
| Q2 25 | -24.2% | -22.0% | ||
| Q1 25 | 30.8% | -39.9% | ||
| Q4 24 | -32.4% | -84.3% | ||
| Q3 24 | -44.1% | -59.5% | ||
| Q2 24 | -18.4% | -0.8% |
净利率ACTGAMRN
| Q1 26 | — | -23.3% | ||
| Q4 25 | 6.8% | -2.5% | ||
| Q3 25 | -4.6% | -15.6% | ||
| Q2 25 | -6.4% | -19.4% | ||
| Q1 25 | 19.5% | -37.4% | ||
| Q4 24 | -27.5% | -78.0% | ||
| Q3 24 | -60.0% | -59.4% | ||
| Q2 24 | -32.7% | 2.3% |
每股收益（稀释后）ACTGAMRN
| Q1 26 | — | — | ||
| Q4 25 | $0.03 | $0.00 | ||
| Q3 25 | $-0.03 | $-0.02 | ||
| Q2 25 | $-0.03 | $-0.03 | ||
| Q1 25 | $0.25 | $-0.04 | ||
| Q4 24 | $-0.14 | $-0.12 | ||
| Q3 24 | $-0.14 | $-0.06 | ||
| Q2 24 | $-0.08 | $0.00 |
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 | $306.7M | $307.8M |
| 总债务越低越好 | $91.9M | — |
| 股东权益账面价值 | $543.5M | — |
| 总资产 | $771.0M | $645.8M |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资ACTGAMRN
| Q1 26 | — | $307.8M | ||
| Q4 25 | $306.7M | $302.6M | ||
| Q3 25 | $301.8M | $286.6M | ||
| Q2 25 | $316.7M | $298.7M | ||
| Q1 25 | $272.0M | $281.8M | ||
| Q4 24 | $273.9M | $294.2M | ||
| Q3 24 | $410.9M | $305.7M | ||
| Q2 24 | $441.9M | $306.7M |
总债务ACTGAMRN
| Q1 26 | — | — | ||
| Q4 25 | $91.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ACTGAMRN
| Q1 26 | — | — | ||
| Q4 25 | $543.5M | $459.3M | ||
| Q3 25 | $537.6M | $458.9M | ||
| Q2 25 | $538.6M | $464.9M | ||
| Q1 25 | $540.2M | $473.7M | ||
| Q4 24 | $514.8M | $486.2M | ||
| Q3 24 | $540.2M | $531.4M | ||
| Q2 24 | $560.7M | $551.9M |
总资产ACTGAMRN
| Q1 26 | — | $645.8M | ||
| Q4 25 | $771.0M | $670.8M | ||
| Q3 25 | $768.9M | $659.8M | ||
| Q2 25 | $775.5M | $670.1M | ||
| Q1 25 | $801.6M | $655.7M | ||
| Q4 24 | $756.4M | $685.3M | ||
| Q3 24 | $707.6M | $750.6M | ||
| Q2 24 | $753.6M | $799.9M |
负债/权益比ACTGAMRN
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $75.2M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 22.01× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ACTGAMRN
| Q1 26 | — | — | ||
| Q4 25 | $75.2M | $15.3M | ||
| Q3 25 | $9.5M | $-12.7M | ||
| Q2 25 | $50.1M | $16.6M | ||
| Q1 25 | $2.4M | $-12.5M | ||
| Q4 24 | $50.1M | $-13.3M | ||
| Q3 24 | $-593.0K | $-2.4M | ||
| Q2 24 | $16.1M | $-2.7M |
自由现金流ACTGAMRN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $335.0K | — | ||
| Q4 24 | $-98.5M | — | ||
| Q3 24 | $-2.8M | — | ||
| Q2 24 | $-126.7M | — |
自由现金流率ACTGAMRN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | -201.8% | — | ||
| Q3 24 | -12.1% | — | ||
| Q2 24 | -490.5% | — |
资本支出强度ACTGAMRN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 304.4% | — | ||
| Q3 24 | 9.6% | — | ||
| Q2 24 | 553.0% | — |
现金转化率ACTGAMRN
| Q1 26 | — | — | ||
| Q4 25 | 22.01× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -1.81× |
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
ACTG
| Energy Operations | $16.0M | 32% |
| Transportation Safety | $10.4M | 21% |
| Office Storage And Display Solutions | $8.4M | 17% |
| Printers Consumables And Parts | $6.5M | 13% |
| Natural Gas Reserves | $5.1M | 10% |
| Natural Gas Liquids Reserves | $3.3M | 7% |
AMRN
| U.S | $35.6M | 79% |
| Europe | $4.9M | 11% |
| Rest-of-World (ROW) | $2.8M | 6% |
| Licensing & Royalties | $1.8M | 4% |
