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AGIOS PHARMACEUTICALS, INC.（AGIO）与LIGHTPATH TECHNOLOGIES INC（LPTH）财务数据对比。点击上方公司名可切换其他公司
AGIOS PHARMACEUTICALS, INC.的季度营收约是LIGHTPATH TECHNOLOGIES INC的1.2倍（$20.0M vs $16.4M），LIGHTPATH TECHNOLOGIES INC净利率更高（-57.5% vs -541.1%，领先483.6%），LIGHTPATH TECHNOLOGIES INC同比增速更快（120.2% vs 86.1%），LIGHTPATH TECHNOLOGIES INC自由现金流更多（$2.0M vs $-97.3M），过去两年AGIOS PHARMACEUTICALS, INC.的营收复合增速更高（56.1% vs 45.7%）
Agios Pharmaceuticals是一家美国上市制药企业，创立于2008年，专注于开发针对基因定义疾病的创新疗法，近期核心方向为溶血性贫血治疗药物，总部位于马萨诸塞州剑桥市，2013年7月完成首次公开募股。
LightPath Technologies Inc是一家精密光学组件及组件生产商，主营非球面透镜、红外光学器件、光纤产品等，服务工业自动化、航空航天、国防、医疗成像、电信等领域的全球客户，提供标准及定制化光学解决方案。
AGIO vs LPTH — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $20.0M | $16.4M |
| 净利润 | $-108.0M | $-9.4M |
| 毛利率 | 90.6% | 36.8% |
| 营业利润率 | -608.9% | -52.6% |
| 净利率 | -541.1% | -57.5% |
| 营收同比 | 86.1% | 120.2% |
| 净利润同比 | -11.9% | -260.1% |
| 每股收益（稀释后） | $-1.86 | $-0.20 |
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 | $20.0M | $16.4M | ||
| Q3 25 | $12.9M | $15.1M | ||
| Q2 25 | $12.5M | $12.2M | ||
| Q1 25 | $8.7M | $9.2M | ||
| Q4 24 | $10.7M | $7.4M | ||
| Q3 24 | $9.0M | $8.4M | ||
| Q2 24 | $8.6M | $8.6M | ||
| Q1 24 | $8.2M | $7.7M |
| Q4 25 | $-108.0M | $-9.4M | ||
| Q3 25 | $-103.4M | $-2.9M | ||
| Q2 25 | $-112.0M | $-7.1M | ||
| Q1 25 | $-89.3M | $-3.6M | ||
| Q4 24 | $-96.5M | $-2.6M | ||
| Q3 24 | $947.9M | $-1.6M | ||
| Q2 24 | $-96.1M | $-2.4M | ||
| Q1 24 | $-81.5M | $-2.6M |
| Q4 25 | 90.6% | 36.8% | ||
| Q3 25 | 87.0% | 29.8% | ||
| Q2 25 | 86.3% | 22.0% | ||
| Q1 25 | 87.6% | 29.1% | ||
| Q4 24 | 88.3% | 26.0% | ||
| Q3 24 | 91.3% | 33.9% | ||
| Q2 24 | 82.6% | 29.2% | ||
| Q1 24 | 92.3% | 20.9% |
| Q4 25 | -608.9% | -52.6% | ||
| Q3 25 | -907.4% | -16.6% | ||
| Q2 25 | -1020.1% | -38.0% | ||
| Q1 25 | -1222.0% | -36.3% | ||
| Q4 24 | -1165.3% | -33.5% | ||
| Q3 24 | -1146.9% | -16.4% | ||
| Q2 24 | -1228.3% | -25.6% | ||
| Q1 24 | -1124.3% | -33.6% |
| Q4 25 | -541.1% | -57.5% | ||
| Q3 25 | -803.1% | -19.2% | ||
| Q2 25 | -899.4% | -57.8% | ||
| Q1 25 | -1023.3% | -39.1% | ||
| Q4 24 | -899.6% | -35.2% | ||
| Q3 24 | 10574.7% | -19.3% | ||
| Q2 24 | -1115.7% | -27.3% | ||
| Q1 24 | -995.8% | -33.7% |
| Q4 25 | $-1.86 | $-0.20 | ||
| Q3 25 | $-1.78 | $-0.07 | ||
| Q2 25 | $-1.93 | $0.19 | ||
| Q1 25 | $-1.55 | $-0.44 | ||
| Q4 24 | $-1.44 | $-0.07 | ||
| Q3 24 | $16.22 | $-0.04 | ||
| Q2 24 | $-1.69 | $-0.15 | ||
| Q1 24 | $-1.45 | $-0.07 |
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 | $89.1M | $73.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $77.9M |
| 总资产 | $1.3B | $148.6M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $89.1M | $73.6M | ||
| Q3 25 | $92.7M | — | ||
| Q2 25 | $80.9M | $4.9M | ||
| Q1 25 | $79.0M | — | ||
| Q4 24 | $76.2M | — | ||
| Q3 24 | $253.7M | — | ||
| Q2 24 | $84.5M | — | ||
| Q1 24 | $118.8M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $535.0K | ||
| Q1 24 | — | $599.4K |
| Q4 25 | $1.2B | $77.9M | ||
| Q3 25 | $1.3B | $21.4M | ||
| Q2 25 | $1.4B | $15.6M | ||
| Q1 25 | $1.5B | $15.7M | ||
| Q4 24 | $1.5B | $26.7M | ||
| Q3 24 | $1.6B | $29.4M | ||
| Q2 24 | $660.5M | $30.2M | ||
| Q1 24 | $743.9M | $31.7M |
| Q4 25 | $1.3B | $148.6M | ||
| Q3 25 | $1.4B | $87.3M | ||
| Q2 25 | $1.5B | $81.5M | ||
| Q1 25 | $1.6B | $81.4M | ||
| Q4 24 | $1.7B | $45.8M | ||
| Q3 24 | $1.8B | $48.4M | ||
| Q2 24 | $773.1M | $48.1M | ||
| Q1 24 | $849.7M | $49.7M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.02× | ||
| Q1 24 | — | 0.02× |
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 | $-96.2M | $2.8M |
| 自由现金流经营现金流 - 资本支出 | $-97.3M | $2.0M |
| 自由现金流率自由现金流/营收 | -487.5% | 12.0% |
| 资本支出强度资本支出/营收 | 5.6% | 5.3% |
| 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 | $-377.3M | $-6.3M |
8季度趋势，按日历期对齐
| Q4 25 | $-96.2M | $2.8M | ||
| Q3 25 | $-88.2M | $-1.1M | ||
| Q2 25 | $-77.1M | $-2.6M | ||
| Q1 25 | $-111.5M | $-3.2M | ||
| Q4 24 | $-133.2M | $-737.4K | ||
| Q3 24 | $-84.2M | $-1.7M | ||
| Q2 24 | $-72.6M | $64.7K | ||
| Q1 24 | $-99.9M | $-394.2K |
| Q4 25 | $-97.3M | $2.0M | ||
| Q3 25 | $-89.7M | $-1.2M | ||
| Q2 25 | $-78.0M | $-3.3M | ||
| Q1 25 | $-112.3M | $-3.7M | ||
| Q4 24 | $-134.1M | $-817.8K | ||
| Q3 24 | $-84.6M | $-1.8M | ||
| Q2 24 | $-72.7M | $-225.5K | ||
| Q1 24 | $-100.0M | $-802.5K |
| Q4 25 | -487.5% | 12.0% | ||
| Q3 25 | -696.5% | -8.1% | ||
| Q2 25 | -626.2% | -27.3% | ||
| Q1 25 | -1286.4% | -40.0% | ||
| Q4 24 | -1250.1% | -11.0% | ||
| Q3 24 | -944.2% | -21.2% | ||
| Q2 24 | -844.4% | -2.6% | ||
| Q1 24 | -1221.2% | -10.4% |
| Q4 25 | 5.6% | 5.3% | ||
| Q3 25 | 12.1% | 0.5% | ||
| Q2 25 | 7.0% | 5.6% | ||
| Q1 25 | 8.8% | 4.6% | ||
| Q4 24 | 9.0% | 1.1% | ||
| Q3 24 | 4.7% | 0.9% | ||
| Q2 24 | 1.8% | 3.4% | ||
| Q1 24 | 1.7% | 5.3% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.09× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
AGIO
暂无分部数据
LPTH
| Other | $7.9M | 48% |
| Infrared Components | $5.0M | 31% |
| Visible Components | $3.4M | 21% |
