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Alkermes plc.（ALKS）与PIPER SANDLER COMPANIES（PIPR）财务数据对比。点击上方公司名可切换其他公司
PIPER SANDLER COMPANIES的季度营收约是Alkermes plc.的1.7倍（$667.0M vs $384.5M），PIPER SANDLER COMPANIES净利率更高（17.1% vs 12.8%，领先4.3%），PIPER SANDLER COMPANIES同比增速更快（37.4% vs -10.6%），过去两年PIPER SANDLER COMPANIES的营收复合增速更高（39.2% vs 4.8%）
Alkermes plc是一家全产业链布局的生物制药企业，专注于精神障碍与神经系统疾病相关药物的研发。公司1987年由迈克尔·沃尔创立，2011年9月与原Élan集团旗下的药物制剂及生产部门Elan Drug Technologies合并，总部位于都柏林，在马萨诸塞州沃尔瑟姆设有研发中心，俄亥俄州威尔明顿建有生产基地。
Piper Sandler是一家美国跨国投资银行及金融服务提供商，核心业务覆盖并购重组、财务重整、公开募股、公共财政、机构经纪、投资管理、证券研究等领域，通过旗下核心子公司Piper Sandler & Co.为企业、机构投资者及公共组织提供专业金融服务。
ALKS vs PIPR — 直观对比
营收规模更大
PIPR
是对方的1.7倍
$384.5M
营收增速更快
PIPR
高出48.0%
-10.6%
净利率更高
PIPR
高出4.3%
12.8%
两年增速更快
PIPR
近两年复合增速
4.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $384.5M | $667.0M |
| 净利润 | $49.3M | $114.0M |
| 毛利率 | 88.0% | — |
| 营业利润率 | 15.1% | 28.3% |
| 净利率 | 12.8% | 17.1% |
| 营收同比 | -10.6% | 37.4% |
| 净利润同比 | -66.3% | 65.0% |
| 每股收益（稀释后） | $0.29 | $6.41 |
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ALKSPIPR
| Q4 25 | $384.5M | $667.0M | ||
| Q3 25 | $394.2M | $480.1M | ||
| Q2 25 | $390.7M | $398.6M | ||
| Q1 25 | $306.5M | $358.6M | ||
| Q4 24 | $430.0M | $485.4M | ||
| Q3 24 | $378.1M | $360.9M | ||
| Q2 24 | $399.1M | $340.8M | ||
| Q1 24 | $350.4M | $344.4M |
净利润ALKSPIPR
| Q4 25 | $49.3M | $114.0M | ||
| Q3 25 | $82.8M | $60.3M | ||
| Q2 25 | $87.1M | $42.2M | ||
| Q1 25 | $22.5M | $64.9M | ||
| Q4 24 | $146.5M | $69.1M | ||
| Q3 24 | $92.4M | $34.8M | ||
| Q2 24 | $91.4M | $34.8M | ||
| Q1 24 | $36.8M | $42.5M |
毛利率ALKSPIPR
| Q4 25 | 88.0% | — | ||
| Q3 25 | 86.9% | — | ||
| Q2 25 | 87.3% | — | ||
| Q1 25 | 83.9% | — | ||
| Q4 24 | 85.6% | — | ||
| Q3 24 | 83.3% | — | ||
| Q2 24 | 84.6% | — | ||
| Q1 24 | 83.3% | — |
营业利润率ALKSPIPR
| Q4 25 | 15.1% | 28.3% | ||
| Q3 25 | 22.6% | 22.4% | ||
| Q2 25 | 23.8% | 12.3% | ||
| Q1 25 | 4.5% | 8.2% | ||
| Q4 24 | 37.8% | 16.9% | ||
| Q3 24 | 27.7% | 15.4% | ||
| Q2 24 | 27.5% | 8.3% | ||
| Q1 24 | 12.4% | 15.2% |
净利率ALKSPIPR
| Q4 25 | 12.8% | 17.1% | ||
| Q3 25 | 21.0% | 12.6% | ||
| Q2 25 | 22.3% | 10.6% | ||
| Q1 25 | 7.3% | 18.1% | ||
| Q4 24 | 34.1% | 14.2% | ||
| Q3 24 | 24.4% | 9.6% | ||
| Q2 24 | 22.9% | 10.2% | ||
| Q1 24 | 10.5% | 12.3% |
每股收益（稀释后）ALKSPIPR
| Q4 25 | $0.29 | $6.41 | ||
| Q3 25 | $0.49 | $3.38 | ||
| Q2 25 | $0.52 | $2.38 | ||
| Q1 25 | $0.13 | $3.65 | ||
| Q4 24 | $0.88 | $3.88 | ||
| Q3 24 | $0.55 | $1.96 | ||
| Q2 24 | $0.53 | $1.97 | ||
| Q1 24 | $0.21 | $2.43 |
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 | $388.6M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.8B | $1.4B |
| 总资产 | $2.5B | $2.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ALKSPIPR
| Q4 25 | $388.6M | — | ||
| Q3 25 | $616.4M | — | ||
| Q2 25 | $521.2M | — | ||
| Q1 25 | $399.8M | — | ||
| Q4 24 | $291.1M | — | ||
| Q3 24 | $396.3M | — | ||
| Q2 24 | $535.1M | — | ||
| Q1 24 | $420.8M | — |
股东权益ALKSPIPR
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.6B | $1.2B | ||
| Q1 25 | $1.5B | $1.2B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.3B | $1.1B | ||
| Q1 24 | $1.3B | $1.1B |
总资产ALKSPIPR
| Q4 25 | $2.5B | $2.6B | ||
| Q3 25 | $2.3B | $2.2B | ||
| Q2 25 | $2.3B | $2.0B | ||
| Q1 25 | $2.1B | $1.8B | ||
| Q4 24 | $2.1B | $2.3B | ||
| Q3 24 | $2.2B | $2.0B | ||
| Q2 24 | $2.2B | $1.9B | ||
| Q1 24 | $2.1B | $1.8B |
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 | $170.1M | $729.8M |
| 自由现金流经营现金流 - 资本支出 | $170.0M | — |
| 自由现金流率自由现金流/营收 | 44.2% | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 现金转化率经营现金流/净利润 | 3.45× | 6.40× |
| 过去12个月自由现金流最近4个季度 | $480.3M | — |
8季度趋势，按日历期对齐
经营现金流ALKSPIPR
| Q4 25 | $170.1M | $729.8M | ||
| Q3 25 | $101.7M | $31.9M | ||
| Q2 25 | $150.2M | $32.1M | ||
| Q1 25 | $98.8M | $-207.2M | ||
| Q4 24 | $190.4M | $163.8M | ||
| Q3 24 | $81.6M | $80.1M | ||
| Q2 24 | $146.0M | $266.5M | ||
| Q1 24 | $21.1M | $-197.2M |
自由现金流ALKSPIPR
| Q4 25 | $170.0M | — | ||
| Q3 25 | $84.4M | — | ||
| Q2 25 | $137.2M | — | ||
| Q1 25 | $88.7M | — | ||
| Q4 24 | $180.6M | — | ||
| Q3 24 | $73.3M | — | ||
| Q2 24 | $138.9M | — | ||
| Q1 24 | $12.8M | — |
自由现金流率ALKSPIPR
| Q4 25 | 44.2% | — | ||
| Q3 25 | 21.4% | — | ||
| Q2 25 | 35.1% | — | ||
| Q1 25 | 28.9% | — | ||
| Q4 24 | 42.0% | — | ||
| Q3 24 | 19.4% | — | ||
| Q2 24 | 34.8% | — | ||
| Q1 24 | 3.6% | — |
资本支出强度ALKSPIPR
| Q4 25 | 0.0% | — | ||
| Q3 25 | 4.4% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 2.3% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 2.4% | — |
现金转化率ALKSPIPR
| Q4 25 | 3.45× | 6.40× | ||
| Q3 25 | 1.23× | 0.53× | ||
| Q2 25 | 1.72× | 0.76× | ||
| Q1 25 | 4.40× | -3.19× | ||
| Q4 24 | 1.30× | 2.37× | ||
| Q3 24 | 0.88× | 2.30× | ||
| Q2 24 | 1.60× | 7.66× | ||
| Q1 24 | 0.57× | -4.64× |
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
ALKS
| Vivitrol | $124.1M | 32% |
| Aristada And Aristada Initio | $97.2M | 25% |
| LYBALVI | $94.1M | 24% |
| Royalty | $65.7M | 17% |
| Manufacturing Revenue | $3.3M | 1% |
PIPR
| Advisory Services | $402.6M | 60% |
| Equities Financing | $66.7M | 10% |
| Equity Salesand Trading | $64.2M | 10% |
| Fixed Income Salesand Trading | $47.9M | 7% |
| Other | $46.7M | 7% |
| Debt Financing | $38.9M | 6% |
