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奥尼兰姆制药（ALNY）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是奥尼兰姆制药的1.7倍（$1.9B vs $1.1B），奥尼兰姆制药净利率更高（17.0% vs 11.9%，领先5.1%），奥尼兰姆制药同比增速更快（84.9% vs 6.5%），过去两年奥尼兰姆制药的营收复合增速更高（49.0% vs -4.2%）
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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
ALNY vs MAS — 直观对比
营收规模更大
MAS
是对方的1.7倍
$1.1B
营收增速更快
ALNY
高出78.4%
6.5%
净利率更高
ALNY
高出5.1%
11.9%
两年增速更快
ALNY
近两年复合增速
-4.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $186.4M | $228.0M |
| 毛利率 | 75.6% | 35.8% |
| 营业利润率 | 12.0% | 16.5% |
| 净利率 | 17.0% | 11.9% |
| 营收同比 | 84.9% | 6.5% |
| 净利润同比 | 322.6% | 14.5% |
| 每股收益（稀释后） | $1.44 | — |
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ALNYMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $1.2B | $1.9B | ||
| Q2 25 | $773.7M | $2.1B | ||
| Q1 25 | $594.2M | $1.8B | ||
| Q4 24 | $593.2M | $1.8B | ||
| Q3 24 | $500.9M | $2.0B | ||
| Q2 24 | $659.8M | $2.1B |
净利润ALNYMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $186.4M | $165.0M | ||
| Q3 25 | $251.1M | $189.0M | ||
| Q2 25 | $-66.3M | $270.0M | ||
| Q1 25 | $-57.5M | $186.0M | ||
| Q4 24 | $-83.8M | $182.0M | ||
| Q3 24 | $-111.6M | $167.0M | ||
| Q2 24 | $-16.9M | $258.0M |
毛利率ALNYMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 75.6% | 33.9% | ||
| Q3 25 | 84.2% | 34.2% | ||
| Q2 25 | 81.6% | 37.6% | ||
| Q1 25 | 88.2% | 35.8% | ||
| Q4 24 | 82.7% | 34.8% | ||
| Q3 24 | 83.6% | 36.6% | ||
| Q2 24 | 89.8% | 37.5% |
营业利润率ALNYMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 12.0% | 13.8% | ||
| Q3 25 | 29.5% | 15.8% | ||
| Q2 25 | -2.1% | 20.1% | ||
| Q1 25 | 3.0% | 15.9% | ||
| Q4 24 | -17.7% | 15.9% | ||
| Q3 24 | -15.4% | 18.0% | ||
| Q2 24 | 7.4% | 19.0% |
净利率ALNYMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 17.0% | 9.2% | ||
| Q3 25 | 20.1% | 9.9% | ||
| Q2 25 | -8.6% | 13.2% | ||
| Q1 25 | -9.7% | 10.3% | ||
| Q4 24 | -14.1% | 10.0% | ||
| Q3 24 | -22.3% | 8.4% | ||
| Q2 24 | -2.6% | 12.3% |
每股收益（稀释后）ALNYMAS
| Q1 26 | — | — | ||
| Q4 25 | $1.44 | $0.81 | ||
| Q3 25 | $1.84 | $0.90 | ||
| Q2 25 | $-0.51 | $1.28 | ||
| Q1 25 | $-0.44 | $0.87 | ||
| Q4 24 | $-0.66 | $0.85 | ||
| Q3 24 | $-0.87 | $0.77 | ||
| Q2 24 | $-0.13 | $1.17 |
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 | — | $2.9B |
| 股东权益账面价值 | $789.2M | $27.0M |
| 总资产 | $5.0B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资ALNYMAS
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $647.0M | ||
| Q3 25 | $1.5B | $559.0M | ||
| Q2 25 | $1.1B | $390.0M | ||
| Q1 25 | $1.0B | $377.0M | ||
| Q4 24 | $966.4M | $634.0M | ||
| Q3 24 | $1.1B | $646.0M | ||
| Q2 24 | $968.5M | $398.0M |
总债务ALNYMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ALNYMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $789.2M | $-185.0M | ||
| Q3 25 | $233.9M | $-78.0M | ||
| Q2 25 | $250.6M | $-84.0M | ||
| Q1 25 | $115.4M | $-254.0M | ||
| Q4 24 | $67.1M | $-279.0M | ||
| Q3 24 | $32.4M | $-88.0M | ||
| Q2 24 | $-3.1M | $-26.0M |
总资产ALNYMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $5.0B | $5.2B | ||
| Q3 25 | $4.9B | $5.3B | ||
| Q2 25 | $4.6B | $5.3B | ||
| Q1 25 | $4.2B | $5.1B | ||
| Q4 24 | $4.2B | $5.0B | ||
| Q3 24 | $4.2B | $5.3B | ||
| Q2 24 | $4.0B | $5.4B |
负债/权益比ALNYMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $140.3M | — |
| 自由现金流率自由现金流/营收 | 12.8% | — |
| 资本支出强度资本支出/营收 | 2.1% | 1.8% |
| 现金转化率经营现金流/净利润 | 0.88× | — |
| 过去12个月自由现金流最近4个季度 | $465.4M | — |
8季度趋势，按日历期对齐
经营现金流ALNYMAS
| Q1 26 | — | — | ||
| Q4 25 | $163.6M | $418.0M | ||
| Q3 25 | $325.1M | $456.0M | ||
| Q2 25 | $153.7M | $306.0M | ||
| Q1 25 | $-118.3M | $-158.0M | ||
| Q4 24 | $-94.7M | $407.0M | ||
| Q3 24 | $43.7M | $416.0M | ||
| Q2 24 | $124.2M | $346.0M |
自由现金流ALNYMAS
| Q1 26 | — | — | ||
| Q4 25 | $140.3M | $371.0M | ||
| Q3 25 | $313.0M | $415.0M | ||
| Q2 25 | $139.4M | $270.0M | ||
| Q1 25 | $-127.3M | $-190.0M | ||
| Q4 24 | $-103.8M | $351.0M | ||
| Q3 24 | $39.5M | $378.0M | ||
| Q2 24 | $116.1M | $303.0M |
自由现金流率ALNYMAS
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | 20.7% | ||
| Q3 25 | 25.1% | 21.6% | ||
| Q2 25 | 18.0% | 13.2% | ||
| Q1 25 | -21.4% | -10.5% | ||
| Q4 24 | -17.5% | 19.2% | ||
| Q3 24 | 7.9% | 19.1% | ||
| Q2 24 | 17.6% | 14.5% |
资本支出强度ALNYMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 2.1% | 2.6% | ||
| Q3 25 | 1.0% | 2.1% | ||
| Q2 25 | 1.8% | 1.8% | ||
| Q1 25 | 1.5% | 1.8% | ||
| Q4 24 | 1.5% | 3.1% | ||
| Q3 24 | 0.8% | 1.9% | ||
| Q2 24 | 1.2% | 2.1% |
现金转化率ALNYMAS
| Q1 26 | — | — | ||
| Q4 25 | 0.88× | 2.53× | ||
| Q3 25 | 1.29× | 2.41× | ||
| Q2 25 | — | 1.13× | ||
| Q1 25 | — | -0.85× | ||
| Q4 24 | — | 2.24× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.34× |
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% |
MAS
暂无分部数据
