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ALBANY INTERNATIONAL CORP（AIN）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
ALBANY INTERNATIONAL CORP的季度营收约是Ultragenyx Pharmaceutical Inc.的1.5倍（$321.2M vs $207.3M），ALBANY INTERNATIONAL CORP净利率更高（4.3% vs -62.0%，领先66.3%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 12.0%），ALBANY INTERNATIONAL CORP自由现金流更多（$51.4M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 1.2%）
奥尔巴尼国际是全球先进材料与工业技术企业，下设两大核心业务板块：为造纸等工业生产提供定制工程织物的机械织物部门，以及为航空航天、国防领域研发高性能复合材料部件的工程复合材料部门，业务覆盖全球多个区域。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
AIN vs RARE — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $321.2M | $207.3M |
| 净利润 | $13.9M | $-128.6M |
| 毛利率 | 31.1% | — |
| 营业利润率 | 9.3% | -54.7% |
| 净利率 | 4.3% | -62.0% |
| 营收同比 | 12.0% | 25.9% |
| 净利润同比 | -21.5% | 3.5% |
| 每股收益（稀释后） | $0.56 | $-1.28 |
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 | $321.2M | $207.3M | ||
| Q3 25 | $261.4M | $159.9M | ||
| Q2 25 | $311.4M | $166.5M | ||
| Q1 25 | $288.8M | $139.3M | ||
| Q4 24 | $286.9M | $164.6M | ||
| Q3 24 | $298.4M | $139.5M | ||
| Q2 24 | $332.0M | $147.0M | ||
| Q1 24 | $313.3M | $108.8M |
| Q4 25 | $13.9M | $-128.6M | ||
| Q3 25 | $-97.8M | $-180.4M | ||
| Q2 25 | $9.2M | $-115.0M | ||
| Q1 25 | $17.4M | $-151.1M | ||
| Q4 24 | $17.7M | $-133.2M | ||
| Q3 24 | $18.0M | $-133.5M | ||
| Q2 24 | $24.6M | $-131.6M | ||
| Q1 24 | $27.3M | $-170.7M |
| Q4 25 | 31.1% | — | ||
| Q3 25 | -19.1% | — | ||
| Q2 25 | 31.3% | — | ||
| Q1 25 | 33.4% | — | ||
| Q4 24 | 31.5% | — | ||
| Q3 24 | 30.3% | — | ||
| Q2 24 | 33.9% | — | ||
| Q1 24 | 34.7% | — |
| Q4 25 | 9.3% | -54.7% | ||
| Q3 25 | -44.6% | -106.9% | ||
| Q2 25 | 7.2% | -64.8% | ||
| Q1 25 | 9.8% | -102.6% | ||
| Q4 24 | 8.5% | -74.3% | ||
| Q3 24 | 8.4% | -94.6% | ||
| Q2 24 | 12.9% | -79.1% | ||
| Q1 24 | 12.4% | -151.9% |
| Q4 25 | 4.3% | -62.0% | ||
| Q3 25 | -37.4% | -112.8% | ||
| Q2 25 | 2.9% | -69.0% | ||
| Q1 25 | 6.0% | -108.5% | ||
| Q4 24 | 6.2% | -80.9% | ||
| Q3 24 | 6.0% | -95.7% | ||
| Q2 24 | 7.4% | -89.5% | ||
| Q1 24 | 8.7% | -156.8% |
| Q4 25 | $0.56 | $-1.28 | ||
| Q3 25 | $-3.37 | $-1.81 | ||
| Q2 25 | $0.31 | $-1.17 | ||
| Q1 25 | $0.56 | $-1.57 | ||
| Q4 24 | $0.57 | $-1.34 | ||
| Q3 24 | $0.57 | $-1.40 | ||
| Q2 24 | $0.79 | $-1.52 | ||
| Q1 24 | $0.87 | $-2.03 |
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 | $112.3M | $421.0M |
| 总债务越低越好 | $455.7M | — |
| 股东权益账面价值 | $726.2M | $-80.0M |
| 总资产 | $1.7B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.63× | — |
8季度趋势，按日历期对齐
| Q4 25 | $112.3M | $421.0M | ||
| Q3 25 | $108.3M | $202.5M | ||
| Q2 25 | $106.7M | $176.3M | ||
| Q1 25 | $119.4M | $127.1M | ||
| Q4 24 | $115.3M | $174.0M | ||
| Q3 24 | $127.2M | $150.6M | ||
| Q2 24 | $116.4M | $480.7M | ||
| Q1 24 | $125.4M | $112.3M |
| Q4 25 | $455.7M | — | ||
| Q3 25 | $480.6M | — | ||
| Q2 25 | $444.7M | — | ||
| Q1 25 | $416.4M | — | ||
| Q4 24 | $318.5M | — | ||
| Q3 24 | $362.2M | — | ||
| Q2 24 | $377.1M | — | ||
| Q1 24 | $439.1M | — |
| Q4 25 | $726.2M | $-80.0M | ||
| Q3 25 | $739.3M | $9.2M | ||
| Q2 25 | $888.6M | $151.3M | ||
| Q1 25 | $900.0M | $144.2M | ||
| Q4 24 | $943.5M | $255.0M | ||
| Q3 24 | $991.0M | $346.8M | ||
| Q2 24 | $967.5M | $432.4M | ||
| Q1 24 | $967.5M | $140.3M |
| Q4 25 | $1.7B | $1.5B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.8B | $1.6B | ||
| Q1 24 | $1.8B | $1.3B |
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.65× | — | ||
| Q2 25 | 0.50× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 0.34× | — | ||
| Q3 24 | 0.37× | — | ||
| Q2 24 | 0.39× | — | ||
| Q1 24 | 0.45× | — |
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 | $73.7M | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $51.4M | $-100.8M |
| 自由现金流率自由现金流/营收 | 16.0% | -48.6% |
| 资本支出强度资本支出/营收 | 6.9% | 0.5% |
| 现金转化率经营现金流/净利润 | 5.31× | — |
| 过去12个月自由现金流最近4个季度 | $82.6M | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $73.7M | $-99.8M | ||
| Q3 25 | $43.9M | $-91.4M | ||
| Q2 25 | $32.7M | $-108.3M | ||
| Q1 25 | $2.1M | $-166.5M | ||
| Q4 24 | $78.5M | $-79.3M | ||
| Q3 24 | $47.0M | $-67.0M | ||
| Q2 24 | $83.4M | $-77.0M | ||
| Q1 24 | $9.6M | $-190.7M |
| Q4 25 | $51.4M | $-100.8M | ||
| Q3 25 | $25.9M | $-92.7M | ||
| Q2 25 | $18.8M | $-110.7M | ||
| Q1 25 | $-13.5M | $-167.8M | ||
| Q4 24 | $60.2M | $-79.5M | ||
| Q3 24 | $31.6M | $-68.6M | ||
| Q2 24 | $63.6M | $-79.0M | ||
| Q1 24 | $-17.3M | $-193.9M |
| Q4 25 | 16.0% | -48.6% | ||
| Q3 25 | 9.9% | -58.0% | ||
| Q2 25 | 6.0% | -66.5% | ||
| Q1 25 | -4.7% | -120.5% | ||
| Q4 24 | 21.0% | -48.3% | ||
| Q3 24 | 10.6% | -49.2% | ||
| Q2 24 | 19.2% | -53.7% | ||
| Q1 24 | -5.5% | -178.2% |
| Q4 25 | 6.9% | 0.5% | ||
| Q3 25 | 6.9% | 0.8% | ||
| Q2 25 | 4.5% | 1.5% | ||
| Q1 25 | 5.4% | 1.0% | ||
| Q4 24 | 6.4% | 0.1% | ||
| Q3 24 | 5.2% | 1.2% | ||
| Q2 24 | 6.0% | 1.4% | ||
| Q1 24 | 8.6% | 3.0% |
| Q4 25 | 5.31× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.56× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 4.44× | — | ||
| Q3 24 | 2.61× | — | ||
| Q2 24 | 3.39× | — | ||
| Q1 24 | 0.35× | — |
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
AIN
| Transferred At Point In Time | $176.5M | 55% |
| Engineered Composites Other | $99.3M | 31% |
| Engineered Composites ASC | $44.5M | 14% |
| Transferred Over Time | $1.0M | 0% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
