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Alight, Inc.（ALIT）与HALOZYME THERAPEUTICS, INC.（HALO）财务数据对比。点击上方公司名可切换其他公司
Alight, Inc.的季度营收约是HALOZYME THERAPEUTICS, INC.的1.4倍（$653.0M vs $451.8M），HALOZYME THERAPEUTICS, INC.净利率更高（-31.3% vs -142.7%，领先111.4%），HALOZYME THERAPEUTICS, INC.同比增速更快（51.6% vs -4.0%），HALOZYME THERAPEUTICS, INC.自由现金流更多（$217.6M vs $99.0M），过去两年HALOZYME THERAPEUTICS, INC.的营收复合增速更高（51.9% vs 8.1%）
Alight公司是一家美国信息技术与咨询企业，专注于人力资源相关业务，主打基于云的系统服务、业务外包与咨询服务，为大型企业提供人力资本管理平台与外包方案，业务范围涵盖健康福利管理、财务管理以及退休规划等领域。
Halozyme Therapeutics是一家美国生物技术企业，专注于肿瘤领域创新疗法研发，核心管线均针对肿瘤微环境进行靶向干预，致力于为全球癌症患者提供更安全高效的治疗选择。
ALIT vs HALO — 直观对比
营收规模更大
ALIT
是对方的1.4倍
$451.8M
营收增速更快
HALO
高出55.6%
-4.0%
净利率更高
HALO
高出111.4%
-142.7%
自由现金流更多
HALO
多$118.6M
$99.0M
两年增速更快
HALO
近两年复合增速
8.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $653.0M | $451.8M |
| 净利润 | $-932.0M | $-141.6M |
| 毛利率 | 36.8% | 82.6% |
| 营业利润率 | -114.9% | -20.6% |
| 净利率 | -142.7% | -31.3% |
| 营收同比 | -4.0% | 51.6% |
| 净利润同比 | -11750.0% | -203.3% |
| 每股收益（稀释后） | $-1.77 | $-1.13 |
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ALITHALO
| Q4 25 | $653.0M | $451.8M | ||
| Q3 25 | $533.0M | $354.3M | ||
| Q2 25 | $528.0M | $325.7M | ||
| Q1 25 | $548.0M | $264.9M | ||
| Q4 24 | $680.0M | $298.0M | ||
| Q3 24 | $555.0M | $290.1M | ||
| Q2 24 | $538.0M | $231.4M | ||
| Q1 24 | $559.0M | $195.9M |
净利润ALITHALO
| Q4 25 | $-932.0M | $-141.6M | ||
| Q3 25 | $-1.1B | $175.2M | ||
| Q2 25 | $-1.1B | $165.2M | ||
| Q1 25 | $-25.0M | $118.1M | ||
| Q4 24 | $8.0M | $137.0M | ||
| Q3 24 | $-74.0M | $137.0M | ||
| Q2 24 | $23.0M | $93.2M | ||
| Q1 24 | $-114.0M | $76.8M |
毛利率ALITHALO
| Q4 25 | 36.8% | 82.6% | ||
| Q3 25 | 33.4% | 84.4% | ||
| Q2 25 | 33.3% | 85.8% | ||
| Q1 25 | 31.2% | 81.7% | ||
| Q4 24 | 39.9% | 85.9% | ||
| Q3 24 | 31.4% | 83.0% | ||
| Q2 24 | 31.0% | 82.9% | ||
| Q1 24 | 32.6% | 85.5% |
营业利润率ALITHALO
| Q4 25 | -114.9% | -20.6% | ||
| Q3 25 | -248.0% | 61.5% | ||
| Q2 25 | -191.3% | 62.2% | ||
| Q1 25 | -1.5% | 53.4% | ||
| Q4 24 | 6.5% | 58.9% | ||
| Q3 24 | -7.6% | 56.3% | ||
| Q2 24 | -9.7% | 50.7% | ||
| Q1 24 | -7.2% | 48.8% |
净利率ALITHALO
| Q4 25 | -142.7% | -31.3% | ||
| Q3 25 | -200.2% | 49.5% | ||
| Q2 25 | -203.2% | 50.7% | ||
| Q1 25 | -4.6% | 44.6% | ||
| Q4 24 | 1.2% | 46.0% | ||
| Q3 24 | -13.3% | 47.2% | ||
| Q2 24 | 4.3% | 40.3% | ||
| Q1 24 | -20.4% | 39.2% |
每股收益（稀释后）ALITHALO
| Q4 25 | $-1.77 | $-1.13 | ||
| Q3 25 | $-2.02 | $1.43 | ||
| Q2 25 | $-2.03 | $1.33 | ||
| Q1 25 | $-0.05 | $0.93 | ||
| Q4 24 | $0.02 | $1.06 | ||
| Q3 24 | $-0.14 | $1.05 | ||
| Q2 24 | $0.04 | $0.72 | ||
| Q1 24 | $-0.21 | $0.60 |
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 | $273.0M | $133.8M |
| 总债务越低越好 | $2.0B | $2.1B |
| 股东权益账面价值 | $1.0B | $48.8M |
| 总资产 | $4.6B | $2.5B |
| 负债/权益比越低杠杆越低 | 1.92× | 43.89× |
8季度趋势，按日历期对齐
现金及短期投资ALITHALO
| Q4 25 | $273.0M | $133.8M | ||
| Q3 25 | $205.0M | $419.7M | ||
| Q2 25 | $227.0M | $61.9M | ||
| Q1 25 | $223.0M | $176.3M | ||
| Q4 24 | $343.0M | $115.8M | ||
| Q3 24 | $300.0M | $154.3M | ||
| Q2 24 | $183.0M | $187.9M | ||
| Q1 24 | $256.0M | $164.6M |
总债务ALITHALO
| Q4 25 | $2.0B | $2.1B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $2.8B | $1.5B | ||
| Q1 24 | $2.8B | $1.5B |
股东权益ALITHALO
| Q4 25 | $1.0B | $48.8M | ||
| Q3 25 | $2.0B | $503.9M | ||
| Q2 25 | $3.1B | $332.7M | ||
| Q1 25 | $4.2B | $482.3M | ||
| Q4 24 | $4.3B | $363.8M | ||
| Q3 24 | $4.3B | $452.7M | ||
| Q2 24 | $4.5B | $289.4M | ||
| Q1 24 | $4.5B | $177.8M |
总资产ALITHALO
| Q4 25 | $4.6B | $2.5B | ||
| Q3 25 | $5.5B | $2.2B | ||
| Q2 25 | $6.8B | $2.1B | ||
| Q1 25 | $7.9B | $2.2B | ||
| Q4 24 | $8.2B | $2.1B | ||
| Q3 24 | $8.3B | $2.1B | ||
| Q2 24 | $10.5B | $2.0B | ||
| Q1 24 | $10.7B | $1.8B |
负债/权益比ALITHALO
| Q4 25 | 1.92× | 43.89× | ||
| Q3 25 | 1.00× | 3.00× | ||
| Q2 25 | 0.65× | 4.54× | ||
| Q1 25 | 0.48× | 3.13× | ||
| Q4 24 | 0.47× | 4.14× | ||
| Q3 24 | 0.47× | 3.32× | ||
| Q2 24 | 0.62× | 5.19× | ||
| Q1 24 | 0.62× | 8.44× |
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 | $124.0M | $219.0M |
| 自由现金流经营现金流 - 资本支出 | $99.0M | $217.6M |
| 自由现金流率自由现金流/营收 | 15.2% | 48.2% |
| 资本支出强度资本支出/营收 | 3.8% | 0.3% |
| 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 | $250.0M | $644.6M |
8季度趋势，按日历期对齐
经营现金流ALITHALO
| Q4 25 | $124.0M | $219.0M | ||
| Q3 25 | $77.0M | $178.6M | ||
| Q2 25 | $86.0M | $99.7M | ||
| Q1 25 | $73.0M | $154.2M | ||
| Q4 24 | $118.0M | $178.5M | ||
| Q3 24 | $-24.0M | $115.4M | ||
| Q2 24 | $58.0M | $55.8M | ||
| Q1 24 | $100.0M | $129.4M |
自由现金流ALITHALO
| Q4 25 | $99.0M | $217.6M | ||
| Q3 25 | $49.0M | $175.6M | ||
| Q2 25 | $58.0M | $98.1M | ||
| Q1 25 | $44.0M | $153.3M | ||
| Q4 24 | $92.0M | $175.4M | ||
| Q3 24 | $-52.0M | $113.9M | ||
| Q2 24 | $22.0M | $53.2M | ||
| Q1 24 | $69.0M | $125.9M |
自由现金流率ALITHALO
| Q4 25 | 15.2% | 48.2% | ||
| Q3 25 | 9.2% | 49.6% | ||
| Q2 25 | 11.0% | 30.1% | ||
| Q1 25 | 8.0% | 57.9% | ||
| Q4 24 | 13.5% | 58.9% | ||
| Q3 24 | -9.4% | 39.3% | ||
| Q2 24 | 4.1% | 23.0% | ||
| Q1 24 | 12.3% | 64.3% |
资本支出强度ALITHALO
| Q4 25 | 3.8% | 0.3% | ||
| Q3 25 | 5.3% | 0.9% | ||
| Q2 25 | 5.3% | 0.5% | ||
| Q1 25 | 5.3% | 0.4% | ||
| Q4 24 | 3.8% | 1.0% | ||
| Q3 24 | 5.0% | 0.5% | ||
| Q2 24 | 6.7% | 1.1% | ||
| Q1 24 | 5.5% | 1.8% |
现金转化率ALITHALO
| Q4 25 | — | — | ||
| Q3 25 | — | 1.02× | ||
| Q2 25 | — | 0.60× | ||
| Q1 25 | — | 1.31× | ||
| Q4 24 | 14.75× | 1.30× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | 2.52× | 0.60× | ||
| Q1 24 | — | 1.68× |
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
ALIT
| Recurring | $607.0M | 93% |
| Projects | $46.0M | 7% |
HALO
| Royalty | $258.0M | 57% |
| Products | $122.7M | 27% |
| Proprietary Products Sales | $59.6M | 13% |
| Device Partnered Products | $12.9M | 3% |
