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ALKAMI TECHNOLOGY, INC.（ALKT）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
ALKAMI TECHNOLOGY, INC.的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.7倍（$126.1M vs $75.5M），ALKAMI TECHNOLOGY, INC.同比增速更快（28.9% vs 27.7%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $-7.4M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 23.9%）
Alkami科技是一家面向美国市场的云原生数字银行解决方案提供商，主要为社区银行、信用合作社等金融机构提供在线及移动银行系统、支付处理工具、数据分析模块与客户互动功能，助力合作机构优化终端用户的数字银行使用体验。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
ALKT vs PBYI — 直观对比
营收规模更大
ALKT
是对方的1.7倍
$75.5M
营收增速更快
ALKT
高出1.2%
27.7%
自由现金流更多
PBYI
多$21.8M
$-7.4M
两年增速更快
PBYI
近两年复合增速
23.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $126.1M | $75.5M |
| 净利润 | $-10.0M | — |
| 毛利率 | 58.6% | 69.3% |
| 营业利润率 | 36.9% | 22.7% |
| 净利率 | -7.9% | — |
| 营收同比 | 28.9% | 27.7% |
| 净利润同比 | -27.5% | — |
| 每股收益（稀释后） | — | $0.26 |
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ALKTPBYI
| Q1 26 | $126.1M | — | ||
| Q4 25 | $120.8M | $75.5M | ||
| Q3 25 | $113.0M | $54.5M | ||
| Q2 25 | $112.1M | $52.4M | ||
| Q1 25 | $97.8M | $46.0M | ||
| Q4 24 | $89.7M | $59.1M | ||
| Q3 24 | $85.9M | $80.5M | ||
| Q2 24 | $82.2M | $47.1M |
净利润ALKTPBYI
| Q1 26 | $-10.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-14.8M | $8.8M | ||
| Q2 25 | $-13.6M | $5.9M | ||
| Q1 25 | — | $3.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | $-9.4M | $20.3M | ||
| Q2 24 | $-12.3M | $-4.5M |
毛利率ALKTPBYI
| Q1 26 | 58.6% | — | ||
| Q4 25 | 57.2% | 69.3% | ||
| Q3 25 | 56.8% | 77.7% | ||
| Q2 25 | 58.6% | 76.5% | ||
| Q1 25 | 59.0% | 77.1% | ||
| Q4 24 | 59.3% | 76.4% | ||
| Q3 24 | 58.9% | 63.9% | ||
| Q2 24 | 59.4% | 77.4% |
营业利润率ALKTPBYI
| Q1 26 | 36.9% | — | ||
| Q4 25 | -7.9% | 22.7% | ||
| Q3 25 | -11.4% | 17.6% | ||
| Q2 25 | -14.2% | 12.7% | ||
| Q1 25 | -15.7% | 8.7% | ||
| Q4 24 | -9.6% | 22.6% | ||
| Q3 24 | -12.1% | 27.4% | ||
| Q2 24 | -16.1% | -4.6% |
净利率ALKTPBYI
| Q1 26 | -7.9% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -13.1% | 16.2% | ||
| Q2 25 | -12.1% | 11.2% | ||
| Q1 25 | — | 6.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | -11.0% | 25.2% | ||
| Q2 24 | -15.0% | -9.6% |
每股收益（稀释后）ALKTPBYI
| Q1 26 | — | — | ||
| Q4 25 | $-0.11 | $0.26 | ||
| Q3 25 | $-0.14 | $0.17 | ||
| Q2 25 | $-0.13 | $0.12 | ||
| Q1 25 | $-0.08 | $0.06 | ||
| Q4 24 | $-0.07 | $0.40 | ||
| Q3 24 | $-0.09 | $0.41 | ||
| Q2 24 | $-0.13 | $-0.09 |
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 | $40.4M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $370.7M | $130.3M |
| 总资产 | $829.3M | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资ALKTPBYI
| Q1 26 | $40.4M | — | ||
| Q4 25 | $63.5M | $97.5M | ||
| Q3 25 | $57.3M | $94.4M | ||
| Q2 25 | $52.4M | $96.0M | ||
| Q1 25 | $61.7M | $93.2M | ||
| Q4 24 | $94.4M | $101.0M | ||
| Q3 24 | $81.0M | $96.7M | ||
| Q2 24 | $61.4M | $96.8M |
总债务ALKTPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M |
股东权益ALKTPBYI
| Q1 26 | $370.7M | — | ||
| Q4 25 | $362.0M | $130.3M | ||
| Q3 25 | $350.1M | $115.3M | ||
| Q2 25 | $344.0M | $104.7M | ||
| Q1 25 | $334.0M | $97.1M | ||
| Q4 24 | $357.0M | $92.1M | ||
| Q3 24 | $338.5M | $71.1M | ||
| Q2 24 | $327.2M | $48.5M |
总资产ALKTPBYI
| Q1 26 | $829.3M | — | ||
| Q4 25 | $847.2M | $216.3M | ||
| Q3 25 | $835.2M | $202.9M | ||
| Q2 25 | $840.4M | $194.9M | ||
| Q1 25 | $837.2M | $196.2M | ||
| Q4 24 | $437.3M | $213.3M | ||
| Q3 24 | $422.2M | $220.7M | ||
| Q2 24 | $403.9M | $205.0M |
负债/权益比ALKTPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× |
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 | $-4.8M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $-7.4M | $14.4M |
| 自由现金流率自由现金流/营收 | -5.8% | 19.1% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $40.1M | $41.7M |
8季度趋势，按日历期对齐
经营现金流ALKTPBYI
| Q1 26 | $-4.8M | — | ||
| Q4 25 | $16.6M | $14.4M | ||
| Q3 25 | $30.8M | $9.7M | ||
| Q2 25 | $1.2M | $14.1M | ||
| Q1 25 | $-5.7M | $3.6M | ||
| Q4 24 | $6.1M | $15.6M | ||
| Q3 24 | $11.0M | $11.0M | ||
| Q2 24 | $548.0K | $1.0M |
自由现金流ALKTPBYI
| Q1 26 | $-7.4M | — | ||
| Q4 25 | $16.2M | $14.4M | ||
| Q3 25 | $30.5M | $9.7M | ||
| Q2 25 | $760.0K | $14.1M | ||
| Q1 25 | $-6.1M | $3.6M | ||
| Q4 24 | $6.0M | $15.6M | ||
| Q3 24 | $10.7M | $11.0M | ||
| Q2 24 | $123.0K | $1.0M |
自由现金流率ALKTPBYI
| Q1 26 | -5.8% | — | ||
| Q4 25 | 13.4% | 19.1% | ||
| Q3 25 | 27.0% | 17.7% | ||
| Q2 25 | 0.7% | 26.8% | ||
| Q1 25 | -6.3% | 7.7% | ||
| Q4 24 | 6.6% | 26.4% | ||
| Q3 24 | 12.4% | 13.7% | ||
| Q2 24 | 0.1% | 2.1% |
资本支出强度ALKTPBYI
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 0.0% | ||
| Q3 25 | 0.2% | 0.0% | ||
| Q2 25 | 0.4% | 0.0% | ||
| Q1 25 | 0.5% | 0.1% | ||
| Q4 24 | 0.2% | 0.0% | ||
| Q3 24 | 0.4% | 0.0% | ||
| Q2 24 | 0.5% | 0.0% |
现金转化率ALKTPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
