vs
Alkermes plc.（ALKS）与Reddit, Inc.（RDDT）财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是Alkermes plc.的1.9倍（$725.6M vs $384.5M），Reddit, Inc.净利率更高（34.7% vs 12.8%，领先21.8%），Reddit, Inc.同比增速更快（69.7% vs -10.6%），Reddit, Inc.自由现金流更多（$263.6M vs $170.0M），过去两年Reddit, Inc.的营收复合增速更高（72.8% 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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
ALKS vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.9倍
$384.5M
营收增速更快
RDDT
高出80.2%
-10.6%
净利率更高
RDDT
高出21.8%
12.8%
自由现金流更多
RDDT
多$93.6M
$170.0M
两年增速更快
RDDT
近两年复合增速
4.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $384.5M | $725.6M |
| 净利润 | $49.3M | $251.6M |
| 毛利率 | 88.0% | 91.9% |
| 营业利润率 | 15.1% | 31.9% |
| 净利率 | 12.8% | 34.7% |
| 营收同比 | -10.6% | 69.7% |
| 净利润同比 | -66.3% | 254.2% |
| 每股收益（稀释后） | $0.29 | $1.24 |
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ALKSRDDT
| Q4 25 | $384.5M | $725.6M | ||
| Q3 25 | $394.2M | $584.9M | ||
| Q2 25 | $390.7M | $499.6M | ||
| Q1 25 | $306.5M | $392.4M | ||
| Q4 24 | $430.0M | $427.7M | ||
| Q3 24 | $378.1M | $348.4M | ||
| Q2 24 | $399.1M | $281.2M | ||
| Q1 24 | $350.4M | $243.0M |
净利润ALKSRDDT
| Q4 25 | $49.3M | $251.6M | ||
| Q3 25 | $82.8M | $162.7M | ||
| Q2 25 | $87.1M | $89.3M | ||
| Q1 25 | $22.5M | $26.2M | ||
| Q4 24 | $146.5M | $71.0M | ||
| Q3 24 | $92.4M | $29.9M | ||
| Q2 24 | $91.4M | $-10.1M | ||
| Q1 24 | $36.8M | $-575.1M |
毛利率ALKSRDDT
| Q4 25 | 88.0% | 91.9% | ||
| Q3 25 | 86.9% | 91.0% | ||
| Q2 25 | 87.3% | 90.8% | ||
| Q1 25 | 83.9% | 90.5% | ||
| Q4 24 | 85.6% | 92.6% | ||
| Q3 24 | 83.3% | 90.1% | ||
| Q2 24 | 84.6% | 89.5% | ||
| Q1 24 | 83.3% | 88.6% |
营业利润率ALKSRDDT
| Q4 25 | 15.1% | 31.9% | ||
| Q3 25 | 22.6% | 23.7% | ||
| Q2 25 | 23.8% | 13.6% | ||
| Q1 25 | 4.5% | 1.0% | ||
| Q4 24 | 37.8% | 12.4% | ||
| Q3 24 | 27.7% | 2.0% | ||
| Q2 24 | 27.5% | -11.0% | ||
| Q1 24 | 12.4% | -242.5% |
净利率ALKSRDDT
| Q4 25 | 12.8% | 34.7% | ||
| Q3 25 | 21.0% | 27.8% | ||
| Q2 25 | 22.3% | 17.9% | ||
| Q1 25 | 7.3% | 6.7% | ||
| Q4 24 | 34.1% | 16.6% | ||
| Q3 24 | 24.4% | 8.6% | ||
| Q2 24 | 22.9% | -3.6% | ||
| Q1 24 | 10.5% | -236.7% |
每股收益（稀释后）ALKSRDDT
| Q4 25 | $0.29 | $1.24 | ||
| Q3 25 | $0.49 | $0.80 | ||
| Q2 25 | $0.52 | $0.45 | ||
| Q1 25 | $0.13 | $0.13 | ||
| Q4 24 | $0.88 | $4.76 | ||
| Q3 24 | $0.55 | $0.16 | ||
| Q2 24 | $0.53 | $-0.06 | ||
| Q1 24 | $0.21 | $-8.19 |
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 | $953.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.8B | $2.9B |
| 总资产 | $2.5B | $3.2B |
| 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ALKSRDDT
| Q4 25 | $388.6M | $953.6M | ||
| Q3 25 | $616.4M | $911.7M | ||
| Q2 25 | $521.2M | $734.1M | ||
| Q1 25 | $399.8M | $635.7M | ||
| Q4 24 | $291.1M | $562.1M | ||
| Q3 24 | $396.3M | $515.9M | ||
| Q2 24 | $535.1M | $468.0M | ||
| Q1 24 | $420.8M | $968.5M |
股东权益ALKSRDDT
| Q4 25 | $1.8B | $2.9B | ||
| Q3 25 | $1.7B | $2.6B | ||
| Q2 25 | $1.6B | $2.4B | ||
| Q1 25 | $1.5B | $2.2B | ||
| Q4 24 | $1.5B | $2.1B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.3B | $1.9B | ||
| Q1 24 | $1.3B | $1.8B |
总资产ALKSRDDT
| Q4 25 | $2.5B | $3.2B | ||
| Q3 25 | $2.3B | $2.9B | ||
| Q2 25 | $2.3B | $2.6B | ||
| Q1 25 | $2.1B | $2.4B | ||
| Q4 24 | $2.1B | $2.3B | ||
| Q3 24 | $2.2B | $2.2B | ||
| Q2 24 | $2.2B | $2.1B | ||
| Q1 24 | $2.1B | $2.0B |
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 | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $170.0M | $263.6M |
| 自由现金流率自由现金流/营收 | 44.2% | 36.3% |
| 资本支出强度资本支出/营收 | 0.0% | 0.4% |
| 现金转化率经营现金流/净利润 | 3.45× | 1.06× |
| 过去12个月自由现金流最近4个季度 | $480.3M | $684.2M |
8季度趋势，按日历期对齐
经营现金流ALKSRDDT
| Q4 25 | $170.1M | $266.8M | ||
| Q3 25 | $101.7M | $185.2M | ||
| Q2 25 | $150.2M | $111.3M | ||
| Q1 25 | $98.8M | $127.6M | ||
| Q4 24 | $190.4M | $90.0M | ||
| Q3 24 | $81.6M | $71.6M | ||
| Q2 24 | $146.0M | $28.4M | ||
| Q1 24 | $21.1M | $32.1M |
自由现金流ALKSRDDT
| Q4 25 | $170.0M | $263.6M | ||
| Q3 25 | $84.4M | $183.1M | ||
| Q2 25 | $137.2M | $110.8M | ||
| Q1 25 | $88.7M | $126.6M | ||
| Q4 24 | $180.6M | $89.2M | ||
| Q3 24 | $73.3M | $70.3M | ||
| Q2 24 | $138.9M | $27.2M | ||
| Q1 24 | $12.8M | $29.2M |
自由现金流率ALKSRDDT
| Q4 25 | 44.2% | 36.3% | ||
| Q3 25 | 21.4% | 31.3% | ||
| Q2 25 | 35.1% | 22.2% | ||
| Q1 25 | 28.9% | 32.3% | ||
| Q4 24 | 42.0% | 20.8% | ||
| Q3 24 | 19.4% | 20.2% | ||
| Q2 24 | 34.8% | 9.7% | ||
| Q1 24 | 3.6% | 12.0% |
资本支出强度ALKSRDDT
| Q4 25 | 0.0% | 0.4% | ||
| Q3 25 | 4.4% | 0.4% | ||
| Q2 25 | 3.3% | 0.1% | ||
| Q1 25 | 3.3% | 0.2% | ||
| Q4 24 | 2.3% | 0.2% | ||
| Q3 24 | 2.2% | 0.4% | ||
| Q2 24 | 1.8% | 0.4% | ||
| Q1 24 | 2.4% | 1.2% |
现金转化率ALKSRDDT
| Q4 25 | 3.45× | 1.06× | ||
| Q3 25 | 1.23× | 1.14× | ||
| Q2 25 | 1.72× | 1.25× | ||
| Q1 25 | 4.40× | 4.88× | ||
| Q4 24 | 1.30× | 1.27× | ||
| Q3 24 | 0.88× | 2.40× | ||
| Q2 24 | 1.60× | — | ||
| Q1 24 | 0.57× | — |
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% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |
