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奥尼兰姆制药（ALNY）与Copart（CPRT）财务数据对比。点击上方公司名可切换其他公司
Copart的季度营收约是奥尼兰姆制药的1.1倍（$1.2B vs $1.1B），Copart净利率更高（35.0% vs 17.0%，领先18.0%），奥尼兰姆制药同比增速更快（84.9% vs 0.7%），Copart自由现金流更多（$427.2M vs $140.3M），过去两年奥尼兰姆制药的营收复合增速更高（49.0% vs 6.4%）
奥尼兰姆制药是美国生物制药企业，2002年成立，总部位于马萨诸塞州剑桥市，专注于研发及商业化针对基因明确疾病的RNA干扰（RNAi）疗法，2016年入选福布斯「100家最具创新力成长企业」榜单。
Copart是一家跨国在线车辆拍卖及再营销服务提供商，服务保险、租车、车队、金融公司等各类汽车经销商，业务覆盖美国、加拿大、英国、德国等11个国家。总部位于美国得克萨斯州达拉斯，拥有200多处实体网点，运营总面积超1万英亩的车辆存放场地。
ALNY vs CPRT — 直观对比
营收规模更大
CPRT
是对方的1.1倍
$1.1B
营收增速更快
ALNY
高出84.2%
0.7%
净利率更高
CPRT
高出18.0%
17.0%
自由现金流更多
CPRT
多$286.9M
$140.3M
两年增速更快
ALNY
近两年复合增速
6.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.2B |
| 净利润 | $186.4M | $403.7M |
| 毛利率 | 75.6% | — |
| 营业利润率 | 12.0% | 37.3% |
| 净利率 | 17.0% | 35.0% |
| 营收同比 | 84.9% | 0.7% |
| 净利润同比 | 322.6% | 11.5% |
| 每股收益（稀释后） | $1.44 | $0.41 |
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ALNYCPRT
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $773.7M | $1.2B | ||
| Q1 25 | $594.2M | $1.2B | ||
| Q4 24 | $593.2M | $1.1B | ||
| Q3 24 | $500.9M | $1.1B | ||
| Q2 24 | $659.8M | $1.1B | ||
| Q1 24 | $494.3M | $1.0B |
净利润ALNYCPRT
| Q4 25 | $186.4M | $403.7M | ||
| Q3 25 | $251.1M | $396.4M | ||
| Q2 25 | $-66.3M | $406.6M | ||
| Q1 25 | $-57.5M | $387.4M | ||
| Q4 24 | $-83.8M | $362.1M | ||
| Q3 24 | $-111.6M | $322.6M | ||
| Q2 24 | $-16.9M | $382.3M | ||
| Q1 24 | $-65.9M | $325.6M |
毛利率ALNYCPRT
| Q4 25 | 75.6% | — | ||
| Q3 25 | 84.2% | — | ||
| Q2 25 | 81.6% | — | ||
| Q1 25 | 88.2% | — | ||
| Q4 24 | 82.7% | — | ||
| Q3 24 | 83.6% | — | ||
| Q2 24 | 89.8% | — | ||
| Q1 24 | 89.0% | — |
营业利润率ALNYCPRT
| Q4 25 | 12.0% | 37.3% | ||
| Q3 25 | 29.5% | 36.7% | ||
| Q2 25 | -2.1% | 37.3% | ||
| Q1 25 | 3.0% | 36.6% | ||
| Q4 24 | -17.7% | 35.4% | ||
| Q3 24 | -15.4% | 33.6% | ||
| Q2 24 | 7.4% | 38.8% | ||
| Q1 24 | -8.8% | 37.2% |
净利率ALNYCPRT
| Q4 25 | 17.0% | 35.0% | ||
| Q3 25 | 20.1% | 35.2% | ||
| Q2 25 | -8.6% | 33.6% | ||
| Q1 25 | -9.7% | 33.3% | ||
| Q4 24 | -14.1% | 31.6% | ||
| Q3 24 | -22.3% | 30.2% | ||
| Q2 24 | -2.6% | 33.9% | ||
| Q1 24 | -13.3% | 31.9% |
每股收益（稀释后）ALNYCPRT
| Q4 25 | $1.44 | $0.41 | ||
| Q3 25 | $1.84 | $0.40 | ||
| Q2 25 | $-0.51 | $0.42 | ||
| Q1 25 | $-0.44 | $0.40 | ||
| Q4 24 | $-0.66 | $0.37 | ||
| Q3 24 | $-0.87 | $0.34 | ||
| Q2 24 | $-0.13 | $0.39 | ||
| Q1 24 | $-0.52 | $0.33 |
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 | $1.7B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $789.2M | $9.6B |
| 总资产 | $5.0B | $10.6B |
| 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ALNYCPRT
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $966.4M | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $968.5M | — | ||
| Q1 24 | $681.9M | — |
总债务ALNYCPRT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $427.0K | ||
| Q1 24 | — | $453.0K |
股东权益ALNYCPRT
| Q4 25 | $789.2M | $9.6B | ||
| Q3 25 | $233.9M | $9.2B | ||
| Q2 25 | $250.6M | $8.8B | ||
| Q1 25 | $115.4M | $8.3B | ||
| Q4 24 | $67.1M | $7.9B | ||
| Q3 24 | $32.4M | $7.5B | ||
| Q2 24 | $-3.1M | $7.2B | ||
| Q1 24 | $-219.3M | $6.8B |
总资产ALNYCPRT
| Q4 25 | $5.0B | $10.6B | ||
| Q3 25 | $4.9B | $10.1B | ||
| Q2 25 | $4.6B | $9.7B | ||
| Q1 25 | $4.2B | $9.2B | ||
| Q4 24 | $4.2B | $8.9B | ||
| Q3 24 | $4.2B | $8.4B | ||
| Q2 24 | $4.0B | $8.0B | ||
| Q1 24 | $3.8B | $7.6B |
负债/权益比ALNYCPRT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $163.6M | $535.3M |
| 自由现金流经营现金流 - 资本支出 | $140.3M | $427.2M |
| 自由现金流率自由现金流/营收 | 12.8% | 37.0% |
| 资本支出强度资本支出/营收 | 2.1% | 9.4% |
| 现金转化率经营现金流/净利润 | 0.88× | 1.33× |
| 过去12个月自由现金流最近4个季度 | $465.4M | $1.4B |
8季度趋势，按日历期对齐
经营现金流ALNYCPRT
| Q4 25 | $163.6M | $535.3M | ||
| Q3 25 | $325.1M | $438.5M | ||
| Q2 25 | $153.7M | $700.9M | ||
| Q1 25 | $-118.3M | $178.1M | ||
| Q4 24 | $-94.7M | $482.3M | ||
| Q3 24 | $43.7M | $439.2M | ||
| Q2 24 | $124.2M | $496.3M | ||
| Q1 24 | $-81.5M | $161.8M |
自由现金流ALNYCPRT
| Q4 25 | $140.3M | $427.2M | ||
| Q3 25 | $313.0M | $350.8M | ||
| Q2 25 | $139.4M | $572.9M | ||
| Q1 25 | $-127.3M | $61.5M | ||
| Q4 24 | $-103.8M | $245.5M | ||
| Q3 24 | $39.5M | $301.3M | ||
| Q2 24 | $116.1M | $408.5M | ||
| Q1 24 | $-94.5M | $38.8M |
自由现金流率ALNYCPRT
| Q4 25 | 12.8% | 37.0% | ||
| Q3 25 | 25.1% | 31.2% | ||
| Q2 25 | 18.0% | 47.3% | ||
| Q1 25 | -21.4% | 5.3% | ||
| Q4 24 | -17.5% | 21.4% | ||
| Q3 24 | 7.9% | 28.2% | ||
| Q2 24 | 17.6% | 36.2% | ||
| Q1 24 | -19.1% | 3.8% |
资本支出强度ALNYCPRT
| Q4 25 | 2.1% | 9.4% | ||
| Q3 25 | 1.0% | 7.8% | ||
| Q2 25 | 1.8% | 10.6% | ||
| Q1 25 | 1.5% | 10.0% | ||
| Q4 24 | 1.5% | 20.6% | ||
| Q3 24 | 0.8% | 12.9% | ||
| Q2 24 | 1.2% | 7.8% | ||
| Q1 24 | 2.6% | 12.1% |
现金转化率ALNYCPRT
| Q4 25 | 0.88× | 1.33× | ||
| Q3 25 | 1.29× | 1.11× | ||
| Q2 25 | — | 1.72× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | 1.33× | ||
| Q3 24 | — | 1.36× | ||
| Q2 24 | — | 1.30× | ||
| Q1 24 | — | 0.50× |
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
ALNY
| TTR | $858.3M | 78% |
| Rare | $136.4M | 12% |
| GIVLAARI | $56.3M | 5% |
| Collaborative Arrangement | $40.9M | 4% |
| ONPATTRO | $12.0M | 1% |
CPRT
| Services | $952.1M | 82% |
| Other | $203.0M | 18% |
