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Alexander & Baldwin, Inc.（ALEX）与RHYTHM PHARMACEUTICALS, INC.（RYTM）财务数据对比。点击上方公司名可切换其他公司
RHYTHM PHARMACEUTICALS, INC.的季度营收约是Alexander & Baldwin, Inc.的1.2倍（$60.1M vs $51.0M），Alexander & Baldwin, Inc.净利率更高（7.4% vs -92.6%，领先100.0%），RHYTHM PHARMACEUTICALS, INC.同比增速更快（83.8% vs -18.4%），过去两年RHYTHM PHARMACEUTICALS, INC.的营收复合增速更高（43.8% vs -8.7%）
亚历山大-鲍德温公司是一家美国企业，曾是夏威夷领地时期五大财团之一，也是五大财团中最晚停止甘蔗种植的企业。目前公司主营房地产开发、土地运营以及建材与建筑业务，截至2020年，该公司是夏威夷最大的私人土地持有者之一，在当地拥有超2.8万英亩土地，运营着36处收益性物业。
Rhythm Pharmaceuticals是一家专注于罕见病领域的生物制药企业，主要开发和商业化针对罕见遗传性肥胖症的靶向疗法，覆盖POMC缺陷、LEPR缺陷、巴德-毕德氏综合征等适应症，服务北美、欧洲地区缺少有效治疗方案的患者群体。
ALEX vs RYTM — 直观对比
营收规模更大
RYTM
是对方的1.2倍
$51.0M
营收增速更快
RYTM
高出102.2%
-18.4%
净利率更高
ALEX
高出100.0%
-92.6%
两年增速更快
RYTM
近两年复合增速
-8.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $51.0M | $60.1M |
| 净利润 | $3.8M | $-55.6M |
| 毛利率 | — | 88.1% |
| 营业利润率 | 17.1% | -87.1% |
| 净利率 | 7.4% | -92.6% |
| 营收同比 | -18.4% | 83.8% |
| 净利润同比 | -69.7% | — |
| 每股收益（稀释后） | $0.05 | $-0.83 |
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ALEXRYTM
| Q1 26 | — | $60.1M | ||
| Q4 25 | $51.0M | $57.3M | ||
| Q3 25 | $50.2M | $51.3M | ||
| Q2 25 | $51.7M | $48.5M | ||
| Q1 25 | $53.7M | $32.7M | ||
| Q4 24 | $62.4M | $41.8M | ||
| Q3 24 | $61.9M | $33.3M | ||
| Q2 24 | $51.0M | $29.1M |
净利润ALEXRYTM
| Q1 26 | — | $-55.6M | ||
| Q4 25 | $3.8M | $-47.5M | ||
| Q3 25 | $14.3M | $-52.9M | ||
| Q2 25 | $25.1M | $-46.6M | ||
| Q1 25 | $21.4M | $-49.5M | ||
| Q4 24 | $12.4M | $-43.3M | ||
| Q3 24 | $19.0M | $-43.6M | ||
| Q2 24 | $9.1M | $-32.3M |
毛利率ALEXRYTM
| Q1 26 | — | 88.1% | ||
| Q4 25 | — | 91.6% | ||
| Q3 25 | — | 89.3% | ||
| Q2 25 | — | 88.6% | ||
| Q1 25 | — | 88.8% | ||
| Q4 24 | — | 90.9% | ||
| Q3 24 | — | 88.5% | ||
| Q2 24 | — | 89.9% |
营业利润率ALEXRYTM
| Q1 26 | — | -87.1% | ||
| Q4 25 | 17.1% | -82.2% | ||
| Q3 25 | 38.2% | -102.6% | ||
| Q2 25 | 54.4% | -93.4% | ||
| Q1 25 | 44.6% | -143.7% | ||
| Q4 24 | 28.3% | -98.6% | ||
| Q3 24 | 35.6% | -132.0% | ||
| Q2 24 | 31.8% | -139.2% |
净利率ALEXRYTM
| Q1 26 | — | -92.6% | ||
| Q4 25 | 7.4% | -83.0% | ||
| Q3 25 | 28.5% | -103.1% | ||
| Q2 25 | 48.6% | -96.1% | ||
| Q1 25 | 39.9% | -151.4% | ||
| Q4 24 | 19.9% | -103.6% | ||
| Q3 24 | 30.7% | -131.2% | ||
| Q2 24 | 17.8% | -110.9% |
每股收益（稀释后）ALEXRYTM
| Q1 26 | — | $-0.83 | ||
| Q4 25 | $0.05 | $-0.73 | ||
| Q3 25 | $0.20 | $-0.82 | ||
| Q2 25 | $0.35 | $-0.75 | ||
| Q1 25 | $0.29 | $-0.81 | ||
| Q4 24 | $0.16 | $-0.71 | ||
| Q3 24 | $0.26 | $-0.73 | ||
| Q2 24 | $0.13 | $-0.55 |
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 | $11.3M | $340.6M |
| 总债务越低越好 | $491.6M | — |
| 股东权益账面价值 | $987.2M | $122.9M |
| 总资产 | $1.7B | $442.3M |
| 负债/权益比越低杠杆越低 | 0.50× | — |
8季度趋势，按日历期对齐
现金及短期投资ALEXRYTM
| Q1 26 | — | $340.6M | ||
| Q4 25 | $11.3M | $388.9M | ||
| Q3 25 | $17.3M | $416.1M | ||
| Q2 25 | $8.6M | $291.0M | ||
| Q1 25 | $16.9M | $314.5M | ||
| Q4 24 | $33.4M | $320.6M | ||
| Q3 24 | $17.9M | $298.4M | ||
| Q2 24 | $29.5M | $319.1M |
总债务ALEXRYTM
| Q1 26 | — | — | ||
| Q4 25 | $491.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $474.8M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ALEXRYTM
| Q1 26 | — | $122.9M | ||
| Q4 25 | $987.2M | $139.1M | ||
| Q3 25 | $1.0B | $148.8M | ||
| Q2 25 | $1.0B | $-11.9M | ||
| Q1 25 | $1.0B | $18.9M | ||
| Q4 24 | $1.0B | $21.7M | ||
| Q3 24 | $998.2M | $11.2M | ||
| Q2 24 | $1.0B | $39.3M |
总资产ALEXRYTM
| Q1 26 | — | $442.3M | ||
| Q4 25 | $1.7B | $480.2M | ||
| Q3 25 | $1.7B | $506.9M | ||
| Q2 25 | $1.6B | $372.7M | ||
| Q1 25 | $1.6B | $386.7M | ||
| Q4 24 | $1.7B | $392.3M | ||
| Q3 24 | $1.7B | $363.6M | ||
| Q2 24 | $1.6B | $381.8M |
负债/权益比ALEXRYTM
| Q1 26 | — | — | ||
| Q4 25 | 0.50× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.47× | — | ||
| 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 | $79.5M | — |
| 自由现金流经营现金流 - 资本支出 | $27.3M | — |
| 自由现金流率自由现金流/营收 | 53.5% | — |
| 资本支出强度资本支出/营收 | 102.4% | — |
| 现金转化率经营现金流/净利润 | 21.06× | — |
| 过去12个月自由现金流最近4个季度 | $57.2M | — |
8季度趋势，按日历期对齐
经营现金流ALEXRYTM
| Q1 26 | — | — | ||
| Q4 25 | $79.5M | $-25.4M | ||
| Q3 25 | $24.5M | $-26.6M | ||
| Q2 25 | $16.5M | $-23.3M | ||
| Q1 25 | $26.0M | $-40.4M | ||
| Q4 24 | $98.0M | $-18.8M | ||
| Q3 24 | $35.3M | $-25.2M | ||
| Q2 24 | $22.3M | $-29.1M |
自由现金流ALEXRYTM
| Q1 26 | — | — | ||
| Q4 25 | $27.3M | — | ||
| Q3 25 | $-3.7M | — | ||
| Q2 25 | $11.8M | — | ||
| Q1 25 | $21.8M | — | ||
| Q4 24 | $77.0M | — | ||
| Q3 24 | $31.4M | — | ||
| Q2 24 | $18.0M | — |
自由现金流率ALEXRYTM
| Q1 26 | — | — | ||
| Q4 25 | 53.5% | — | ||
| Q3 25 | -7.4% | — | ||
| Q2 25 | 22.8% | — | ||
| Q1 25 | 40.6% | — | ||
| Q4 24 | 123.4% | — | ||
| Q3 24 | 50.8% | — | ||
| Q2 24 | 35.3% | — |
资本支出强度ALEXRYTM
| Q1 26 | — | — | ||
| Q4 25 | 102.4% | — | ||
| Q3 25 | 56.1% | — | ||
| Q2 25 | 9.1% | — | ||
| Q1 25 | 7.8% | — | ||
| Q4 24 | 33.5% | — | ||
| Q3 24 | 6.2% | — | ||
| Q2 24 | 8.4% | — |
现金转化率ALEXRYTM
| Q1 26 | — | — | ||
| Q4 25 | 21.06× | — | ||
| Q3 25 | 1.71× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | 7.88× | — | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 2.45× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
