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奥尼兰姆制药（ALNY）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
奥尼兰姆制药的季度营收约是Rithm Capital Corp.的1.3倍（$1.1B vs $828.2M），奥尼兰姆制药净利率更高（17.0% vs 13.2%，领先3.8%），奥尼兰姆制药同比增速更快（84.9% vs -40.0%），过去两年奥尼兰姆制药的营收复合增速更高（49.0% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
ALNY vs RITM — 直观对比
营收规模更大
ALNY
是对方的1.3倍
$828.2M
营收增速更快
ALNY
高出124.9%
-40.0%
净利率更高
ALNY
高出3.8%
13.2%
两年增速更快
ALNY
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $828.2M |
| 净利润 | $186.4M | $109.5M |
| 毛利率 | 75.6% | — |
| 营业利润率 | 12.0% | — |
| 净利率 | 17.0% | 13.2% |
| 营收同比 | 84.9% | -40.0% |
| 净利润同比 | 322.6% | 20.9% |
| 每股收益（稀释后） | $1.44 | $0.12 |
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ALNYRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $773.7M | $1.2B | ||
| Q1 25 | $594.2M | $768.4M | ||
| Q4 24 | $593.2M | $2.1B | ||
| Q3 24 | $500.9M | $619.5M | ||
| Q2 24 | $659.8M | $1.2B |
净利润ALNYRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $186.4M | $85.0M | ||
| Q3 25 | $251.1M | $221.5M | ||
| Q2 25 | $-66.3M | $311.7M | ||
| Q1 25 | $-57.5M | $78.8M | ||
| Q4 24 | $-83.8M | $290.2M | ||
| Q3 24 | $-111.6M | $121.7M | ||
| Q2 24 | $-16.9M | $235.6M |
毛利率ALNYRITM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率ALNYRITM
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 13.8% | ||
| Q3 25 | 29.5% | 21.4% | ||
| Q2 25 | -2.1% | 25.2% | ||
| Q1 25 | 3.0% | 7.4% | ||
| Q4 24 | -17.7% | 23.8% | ||
| Q3 24 | -15.4% | 7.3% | ||
| Q2 24 | 7.4% | 23.6% |
净利率ALNYRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 17.0% | 5.7% | ||
| Q3 25 | 20.1% | 20.0% | ||
| Q2 25 | -8.6% | 25.6% | ||
| Q1 25 | -9.7% | 10.3% | ||
| Q4 24 | -14.1% | 14.0% | ||
| Q3 24 | -22.3% | 19.7% | ||
| Q2 24 | -2.6% | 19.2% |
每股收益（稀释后）ALNYRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.44 | $0.09 | ||
| Q3 25 | $1.84 | $0.35 | ||
| Q2 25 | $-0.51 | $0.53 | ||
| Q1 25 | $-0.44 | $0.07 | ||
| Q4 24 | $-0.66 | $0.50 | ||
| Q3 24 | $-0.87 | $0.20 | ||
| Q2 24 | $-0.13 | $0.43 |
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 | $9.1B |
| 总资产 | $5.0B | $53.4B |
| 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ALNYRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $1.8B | ||
| Q3 25 | $1.5B | $1.6B | ||
| Q2 25 | $1.1B | $1.6B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $966.4M | $1.5B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $968.5M | $1.2B |
总债务ALNYRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益ALNYRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $789.2M | $8.4B | ||
| Q3 25 | $233.9M | $8.5B | ||
| Q2 25 | $250.6M | $7.9B | ||
| Q1 25 | $115.4M | $7.8B | ||
| Q4 24 | $67.1M | $7.8B | ||
| Q3 24 | $32.4M | $7.7B | ||
| Q2 24 | $-3.1M | $7.3B |
总资产ALNYRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $5.0B | $53.1B | ||
| Q3 25 | $4.9B | $47.2B | ||
| Q2 25 | $4.6B | $44.3B | ||
| Q1 25 | $4.2B | $45.3B | ||
| Q4 24 | $4.2B | $46.0B | ||
| Q3 24 | $4.2B | $42.3B | ||
| Q2 24 | $4.0B | $42.0B |
负债/权益比ALNYRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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% | — |
| 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ALNYRITM
| Q1 26 | — | — | ||
| Q4 25 | $163.6M | $-114.6M | ||
| Q3 25 | $325.1M | $-2.0B | ||
| Q2 25 | $153.7M | $-557.1M | ||
| Q1 25 | $-118.3M | $1.4B | ||
| Q4 24 | $-94.7M | $-1.8B | ||
| Q3 24 | $43.7M | $768.1M | ||
| Q2 24 | $124.2M | $-55.7M |
自由现金流ALNYRITM
| Q1 26 | — | — | ||
| Q4 25 | $140.3M | — | ||
| Q3 25 | $313.0M | — | ||
| Q2 25 | $139.4M | — | ||
| Q1 25 | $-127.3M | — | ||
| Q4 24 | $-103.8M | — | ||
| Q3 24 | $39.5M | — | ||
| Q2 24 | $116.1M | — |
自由现金流率ALNYRITM
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | — | ||
| Q3 25 | 25.1% | — | ||
| Q2 25 | 18.0% | — | ||
| Q1 25 | -21.4% | — | ||
| Q4 24 | -17.5% | — | ||
| Q3 24 | 7.9% | — | ||
| Q2 24 | 17.6% | — |
资本支出强度ALNYRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 1.2% | — |
现金转化率ALNYRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.88× | -1.35× | ||
| Q3 25 | 1.29× | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | — | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
