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ALKAMI TECHNOLOGY, INC.（ALKT）与再鼎医药（ZLAB）财务数据对比。点击上方公司名可切换其他公司
再鼎医药的季度营收约是ALKAMI TECHNOLOGY, INC.的1.0倍（$127.1M vs $126.1M），ALKAMI TECHNOLOGY, INC.同比增速更快（28.9% vs 17.1%），ALKAMI TECHNOLOGY, INC.自由现金流更多（$-7.4M vs $-26.7M），过去两年ALKAMI TECHNOLOGY, INC.的营收复合增速更高（23.9% vs 20.8%）
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。
再鼎医药是一家创新生物制药企业，专注于肿瘤、自身免疫性疾病、感染性疾病等领域创新疗法的研发、生产与商业化，核心市场覆盖大中华区，与全球多家头部生物科技企业合作，为存在未被满足医疗需求的患者提供治疗方案。
ALKT vs ZLAB — 直观对比
营收规模更大
ZLAB
是对方的1.0倍
$126.1M
营收增速更快
ALKT
高出11.8%
17.1%
自由现金流更多
ALKT
多$19.3M
$-26.7M
两年增速更快
ALKT
近两年复合增速
20.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $126.1M | $127.1M |
| 净利润 | $-10.0M | — |
| 毛利率 | 58.6% | 51.0% |
| 营业利润率 | 36.9% | -54.6% |
| 净利率 | -7.9% | — |
| 营收同比 | 28.9% | 17.1% |
| 净利润同比 | -27.5% | — |
| 每股收益（稀释后） | — | $-0.05 |
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ALKTZLAB
| Q1 26 | $126.1M | — | ||
| Q4 25 | $120.8M | $127.1M | ||
| Q3 25 | $113.0M | $115.4M | ||
| Q2 25 | $112.1M | $109.1M | ||
| Q1 25 | $97.8M | $105.7M | ||
| Q4 24 | $89.7M | $108.5M | ||
| Q3 24 | $85.9M | $101.8M | ||
| Q2 24 | $82.2M | $100.1M |
净利润ALKTZLAB
| Q1 26 | $-10.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-14.8M | $-36.0M | ||
| Q2 25 | $-13.6M | $-40.7M | ||
| Q1 25 | — | $-48.4M | ||
| Q4 24 | — | — | ||
| Q3 24 | $-9.4M | $-41.7M | ||
| Q2 24 | $-12.3M | $-80.3M |
毛利率ALKTZLAB
| Q1 26 | 58.6% | — | ||
| Q4 25 | 57.2% | 51.0% | ||
| Q3 25 | 56.8% | 59.5% | ||
| Q2 25 | 58.6% | 60.6% | ||
| Q1 25 | 59.0% | 63.6% | ||
| Q4 24 | 59.3% | 61.5% | ||
| Q3 24 | 58.9% | 64.1% | ||
| Q2 24 | 59.4% | 64.9% |
营业利润率ALKTZLAB
| Q1 26 | 36.9% | — | ||
| Q4 25 | -7.9% | -54.6% | ||
| Q3 25 | -11.4% | -42.3% | ||
| Q2 25 | -14.2% | -50.3% | ||
| Q1 25 | -15.7% | -53.3% | ||
| Q4 24 | -9.6% | -62.6% | ||
| Q3 24 | -12.1% | -66.6% | ||
| Q2 24 | -16.1% | -76.0% |
净利率ALKTZLAB
| Q1 26 | -7.9% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -13.1% | -31.2% | ||
| Q2 25 | -12.1% | -37.3% | ||
| Q1 25 | — | -45.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | -11.0% | -40.9% | ||
| Q2 24 | -15.0% | -80.2% |
每股收益（稀释后）ALKTZLAB
| Q1 26 | — | — | ||
| Q4 25 | $-0.11 | $-0.05 | ||
| Q3 25 | $-0.14 | $-0.03 | ||
| Q2 25 | $-0.13 | $-0.04 | ||
| Q1 25 | $-0.08 | $-0.04 | ||
| Q4 24 | $-0.07 | $-0.09 | ||
| Q3 24 | $-0.09 | $-0.04 | ||
| Q2 24 | $-0.13 | $-0.08 |
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 | $689.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $370.7M | $715.5M |
| 总资产 | $829.3M | $1.2B |
| 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ALKTZLAB
| Q1 26 | $40.4M | — | ||
| Q4 25 | $63.5M | $689.6M | ||
| Q3 25 | $57.3M | $717.2M | ||
| Q2 25 | $52.4M | $732.2M | ||
| Q1 25 | $61.7M | $757.3M | ||
| Q4 24 | $94.4M | $779.7M | ||
| Q3 24 | $81.0M | $616.1M | ||
| Q2 24 | $61.4M | $630.0M |
股东权益ALKTZLAB
| Q1 26 | $370.7M | — | ||
| Q4 25 | $362.0M | $715.5M | ||
| Q3 25 | $350.1M | $759.9M | ||
| Q2 25 | $344.0M | $791.7M | ||
| Q1 25 | $334.0M | $810.8M | ||
| Q4 24 | $357.0M | $840.9M | ||
| Q3 24 | $338.5M | $667.7M | ||
| Q2 24 | $327.2M | $704.2M |
总资产ALKTZLAB
| Q1 26 | $829.3M | — | ||
| Q4 25 | $847.2M | $1.2B | ||
| Q3 25 | $835.2M | $1.2B | ||
| Q2 25 | $840.4M | $1.2B | ||
| Q1 25 | $837.2M | $1.2B | ||
| Q4 24 | $437.3M | $1.2B | ||
| Q3 24 | $422.2M | $985.3M | ||
| Q2 24 | $403.9M | $987.4M |
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 | $-26.0M |
| 自由现金流经营现金流 - 资本支出 | $-7.4M | $-26.7M |
| 自由现金流率自由现金流/营收 | -5.8% | -21.0% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | $-158.9M |
8季度趋势，按日历期对齐
经营现金流ALKTZLAB
| Q1 26 | $-4.8M | — | ||
| Q4 25 | $16.6M | $-26.0M | ||
| Q3 25 | $30.8M | $-32.0M | ||
| Q2 25 | $1.2M | $-31.0M | ||
| Q1 25 | $-5.7M | $-61.7M | ||
| Q4 24 | $6.1M | $-55.8M | ||
| Q3 24 | $11.0M | $-26.8M | ||
| Q2 24 | $548.0K | $-42.2M |
自由现金流ALKTZLAB
| Q1 26 | $-7.4M | — | ||
| Q4 25 | $16.2M | $-26.7M | ||
| Q3 25 | $30.5M | $-35.0M | ||
| Q2 25 | $760.0K | $-33.9M | ||
| Q1 25 | $-6.1M | $-63.2M | ||
| Q4 24 | $6.0M | $-58.4M | ||
| Q3 24 | $10.7M | $-28.2M | ||
| Q2 24 | $123.0K | $-42.9M |
自由现金流率ALKTZLAB
| Q1 26 | -5.8% | — | ||
| Q4 25 | 13.4% | -21.0% | ||
| Q3 25 | 27.0% | -30.4% | ||
| Q2 25 | 0.7% | -31.1% | ||
| Q1 25 | -6.3% | -59.9% | ||
| Q4 24 | 6.6% | -53.8% | ||
| Q3 24 | 12.4% | -27.7% | ||
| Q2 24 | 0.1% | -42.9% |
资本支出强度ALKTZLAB
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 0.5% | ||
| Q3 25 | 0.2% | 2.6% | ||
| Q2 25 | 0.4% | 2.6% | ||
| Q1 25 | 0.5% | 1.5% | ||
| Q4 24 | 0.2% | 2.4% | ||
| Q3 24 | 0.4% | 1.3% | ||
| Q2 24 | 0.5% | 0.7% |
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
ALKT
暂无分部数据
ZLAB
| Zejula | $56.0M | 44% |
| Other | $21.9M | 17% |
| Nuzyra | $16.0M | 13% |
| Optune | $11.9M | 9% |
| XACDURO | $10.7M | 8% |
| Qinlock | $9.7M | 8% |
| AUGTYRO | $836.0K | 1% |
