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Alector, Inc.（ALEC）与TRANSACT TECHNOLOGIES INC（TACT）财务数据对比。点击上方公司名可切换其他公司
TRANSACT TECHNOLOGIES INC的季度营收约是Alector, Inc.的1.8倍（$11.5M vs $6.2M），TRANSACT TECHNOLOGIES INC同比增速更快（11.9% vs -88.5%），TRANSACT TECHNOLOGIES INC自由现金流更多（$589.0K vs $-184.1M），过去两年TRANSACT TECHNOLOGIES INC的营收复合增速更高（3.5% vs -37.4%）
Alector是一家临床阶段生物制药企业，专注于神经退行性疾病的免疫疗法研发，管线覆盖阿尔茨海默病、额颞叶痴呆、帕金森病等未被满足的医疗需求，主要在美国运营，与全球药企合作推进候选药物的临床试验。
该公司相关归属主体罗珀技术公司是一家控股集团，主要投资控股科技领域的各类企业，业务覆盖多个科技细分赛道，依托旗下子公司开展多元化科技业务布局。
ALEC vs TACT — 直观对比
营收规模更大
TACT
是对方的1.8倍
$6.2M
营收增速更快
TACT
高出100.4%
-88.5%
自由现金流更多
TACT
多$184.7M
$-184.1M
两年增速更快
TACT
近两年复合增速
-37.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $6.2M | $11.5M |
| 净利润 | — | — |
| 毛利率 | — | 47.6% |
| 营业利润率 | — | -10.1% |
| 净利率 | — | — |
| 营收同比 | -88.5% | 11.9% |
| 净利润同比 | -1696.9% | — |
| 每股收益（稀释后） | — | $-0.11 |
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ALECTACT
| Q4 25 | $6.2M | $11.5M | ||
| Q3 25 | $3.3M | $13.2M | ||
| Q2 25 | $7.9M | $13.8M | ||
| Q1 25 | $3.7M | $13.1M | ||
| Q4 24 | $54.2M | $10.2M | ||
| Q3 24 | $15.3M | $10.9M | ||
| Q2 24 | $15.1M | $11.6M | ||
| Q1 24 | $15.9M | $10.7M |
净利润ALECTACT
| Q4 25 | — | — | ||
| Q3 25 | $-34.7M | $15.0K | ||
| Q2 25 | $-30.5M | $-143.0K | ||
| Q1 25 | $-40.5M | $19.0K | ||
| Q4 24 | $-2.1M | — | ||
| Q3 24 | $-42.2M | $-551.0K | ||
| Q2 24 | $-38.7M | $-319.0K | ||
| Q1 24 | $-36.1M | $-1.0M |
毛利率ALECTACT
| Q4 25 | — | 47.6% | ||
| Q3 25 | — | 49.8% | ||
| Q2 25 | — | 48.2% | ||
| Q1 25 | — | 48.7% | ||
| Q4 24 | — | 44.2% | ||
| Q3 24 | — | 48.1% | ||
| Q2 24 | — | 52.7% | ||
| Q1 24 | — | 52.6% |
营业利润率ALECTACT
| Q4 25 | — | -10.1% | ||
| Q3 25 | -1153.6% | 0.1% | ||
| Q2 25 | -433.6% | -1.9% | ||
| Q1 25 | -1216.5% | -0.1% | ||
| Q4 24 | -13.4% | -10.3% | ||
| Q3 24 | -315.7% | -7.7% | ||
| Q2 24 | -302.4% | -3.8% | ||
| Q1 24 | -275.0% | -12.2% |
净利率ALECTACT
| Q4 25 | — | — | ||
| Q3 25 | -1063.4% | 0.1% | ||
| Q2 25 | -387.7% | -1.0% | ||
| Q1 25 | -1101.6% | 0.1% | ||
| Q4 24 | -3.8% | — | ||
| Q3 24 | -275.2% | -5.1% | ||
| Q2 24 | -256.4% | -2.8% | ||
| Q1 24 | -227.0% | -9.7% |
每股收益（稀释后）ALECTACT
| Q4 25 | — | $-0.11 | ||
| Q3 25 | $-0.34 | $0.00 | ||
| Q2 25 | $-0.30 | $-0.01 | ||
| Q1 25 | $-0.41 | $0.00 | ||
| Q4 24 | $-0.02 | $-0.80 | ||
| Q3 24 | $-0.43 | $-0.06 | ||
| Q2 24 | $-0.40 | $-0.03 | ||
| Q1 24 | $-0.38 | $-0.10 |
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 | $256.0M | $20.4M |
| 总债务越低越好 | $10.0M | — |
| 股东权益账面价值 | $30.6M | $31.1M |
| 总资产 | $293.2M | $44.8M |
| 负债/权益比越低杠杆越低 | 0.33× | — |
8季度趋势，按日历期对齐
现金及短期投资ALECTACT
| Q4 25 | $256.0M | $20.4M | ||
| Q3 25 | $291.1M | $20.0M | ||
| Q2 25 | $307.3M | $17.7M | ||
| Q1 25 | $354.6M | $14.2M | ||
| Q4 24 | $413.4M | $14.4M | ||
| Q3 24 | $457.2M | $11.3M | ||
| Q2 24 | $503.3M | $11.1M | ||
| Q1 24 | $562.1M | $10.6M |
总债务ALECTACT
| Q4 25 | $10.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $10.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ALECTACT
| Q4 25 | $30.6M | $31.1M | ||
| Q3 25 | $57.7M | $31.8M | ||
| Q2 25 | $71.2M | $31.3M | ||
| Q1 25 | $94.6M | $30.9M | ||
| Q4 24 | $126.8M | $30.6M | ||
| Q3 24 | $118.9M | $38.4M | ||
| Q2 24 | $150.6M | $38.5M | ||
| Q1 24 | $178.9M | $38.6M |
总资产ALECTACT
| Q4 25 | $293.2M | $44.8M | ||
| Q3 25 | $335.3M | $45.0M | ||
| Q2 25 | $356.4M | $44.5M | ||
| Q1 25 | $408.3M | $44.2M | ||
| Q4 24 | $468.3M | $44.0M | ||
| Q3 24 | $516.0M | $50.5M | ||
| Q2 24 | $570.7M | $50.4M | ||
| Q1 24 | $635.5M | $51.9M |
负债/权益比ALECTACT
| Q4 25 | 0.33× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.08× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $-184.0M | $609.0K |
| 自由现金流经营现金流 - 资本支出 | $-184.1M | $589.0K |
| 自由现金流率自由现金流/营收 | -2951.3% | 5.1% |
| 资本支出强度资本支出/营收 | 0.7% | 0.2% |
| 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 | $-326.5M | $7.6M |
8季度趋势，按日历期对齐
经营现金流ALECTACT
| Q4 25 | $-184.0M | $609.0K | ||
| Q3 25 | $-32.5M | $3.6M | ||
| Q2 25 | $-49.0M | $3.6M | ||
| Q1 25 | $-60.8M | $-161.0K | ||
| Q4 24 | $-55.0M | $2.4M | ||
| Q3 24 | $-50.7M | $327.0K | ||
| Q2 24 | $-62.8M | $636.0K | ||
| Q1 24 | $-61.3M | $-1.5M |
自由现金流ALECTACT
| Q4 25 | $-184.1M | $589.0K | ||
| Q3 25 | $-32.5M | $3.6M | ||
| Q2 25 | $-49.1M | $3.6M | ||
| Q1 25 | $-60.8M | $-171.0K | ||
| Q4 24 | $-55.2M | $2.4M | ||
| Q3 24 | $-50.9M | $259.0K | ||
| Q2 24 | $-63.1M | $499.0K | ||
| Q1 24 | $-61.9M | $-1.6M |
自由现金流率ALECTACT
| Q4 25 | -2951.3% | 5.1% | ||
| Q3 25 | -997.6% | 27.1% | ||
| Q2 25 | -623.0% | 25.9% | ||
| Q1 25 | -1655.0% | -1.3% | ||
| Q4 24 | -101.8% | 23.2% | ||
| Q3 24 | -332.1% | 2.4% | ||
| Q2 24 | -418.6% | 4.3% | ||
| Q1 24 | -389.3% | -14.9% |
资本支出强度ALECTACT
| Q4 25 | 0.7% | 0.2% | ||
| Q3 25 | 0.3% | 0.5% | ||
| Q2 25 | 0.1% | 0.1% | ||
| Q1 25 | 0.5% | 0.1% | ||
| Q4 24 | 0.3% | 0.1% | ||
| Q3 24 | 1.4% | 0.6% | ||
| Q2 24 | 2.2% | 1.2% | ||
| Q1 24 | 3.4% | 1.0% |
现金转化率ALECTACT
| Q4 25 | — | — | ||
| Q3 25 | — | 242.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -8.47× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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
