vs
奥尼兰姆制药(ALNY)与Roper Technologies(ROP)财务数据对比。点击上方公司名可切换其他公司
Roper Technologies的季度营收约是奥尼兰姆制药的1.8倍($2.1B vs $1.2B),奥尼兰姆制药净利率更高(17.6% vs 15.8%,领先1.9%),奥尼兰姆制药同比增速更快(96.4% vs 11.3%),过去两年奥尼兰姆制药的营收复合增速更高(33.0% vs 10.5%)
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。
罗珀技术公司是一家专注于科技领域的控股企业,通过持有并运营多家不同细分赛道的科技公司,在科技产业投资与资产管理领域形成了成熟的业务体系,在全球相关市场具备较高的行业影响力。
ALNY vs ROP — 直观对比
营收规模更大
ROP
是对方的1.8倍
$1.2B
营收增速更快
ALNY
高出85.1%
11.3%
净利率更高
ALNY
高出1.9%
15.8%
两年增速更快
ALNY
近两年复合增速
10.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $2.1B |
| 净利润 | $206.0M | $331.0M |
| 毛利率 | 82.2% | 69.4% |
| 营业利润率 | 23.0% | 27.2% |
| 净利率 | 17.6% | 15.8% |
| 营收同比 | 96.4% | 11.3% |
| 净利润同比 | — | 53.7% |
| 每股收益(稀释后) | $1.51 | $4.87 |
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
ALNY
ROP
| Q1 26 | $1.2B | $2.1B | ||
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $1.2B | $2.0B | ||
| Q2 25 | $773.7M | $1.9B | ||
| Q1 25 | $594.2M | $1.9B | ||
| Q4 24 | $593.2M | $1.9B | ||
| Q3 24 | $500.9M | $1.8B | ||
| Q2 24 | $659.8M | $1.7B |
净利润
ALNY
ROP
| Q1 26 | $206.0M | $331.0M | ||
| Q4 25 | $186.4M | $428.4M | ||
| Q3 25 | $251.1M | $398.5M | ||
| Q2 25 | $-66.3M | $378.3M | ||
| Q1 25 | $-57.5M | $331.1M | ||
| Q4 24 | $-83.8M | $462.3M | ||
| Q3 24 | $-111.6M | $367.9M | ||
| Q2 24 | $-16.9M | $337.1M |
毛利率
ALNY
ROP
| Q1 26 | 82.2% | 69.4% | ||
| Q4 25 | 75.6% | 69.5% | ||
| Q3 25 | 84.2% | 69.5% | ||
| Q2 25 | 81.6% | 69.2% | ||
| Q1 25 | 88.2% | 68.7% | ||
| Q4 24 | 82.7% | 68.3% | ||
| Q3 24 | 83.6% | 69.2% | ||
| Q2 24 | 89.8% | 69.5% |
营业利润率
ALNY
ROP
| Q1 26 | 23.0% | 27.2% | ||
| Q4 25 | 12.0% | 28.6% | ||
| Q3 25 | 29.5% | 28.4% | ||
| Q2 25 | -2.1% | 28.2% | ||
| Q1 25 | 3.0% | 27.9% | ||
| Q4 24 | -17.7% | 28.0% | ||
| Q3 24 | -15.4% | 28.1% | ||
| Q2 24 | 7.4% | 28.8% |
净利率
ALNY
ROP
| Q1 26 | 17.6% | 15.8% | ||
| Q4 25 | 17.0% | 20.8% | ||
| Q3 25 | 20.1% | 19.8% | ||
| Q2 25 | -8.6% | 19.5% | ||
| Q1 25 | -9.7% | 17.6% | ||
| Q4 24 | -14.1% | 24.6% | ||
| Q3 24 | -22.3% | 20.8% | ||
| Q2 24 | -2.6% | 19.6% |
每股收益(稀释后)
ALNY
ROP
| Q1 26 | $1.51 | $4.87 | ||
| Q4 25 | $1.44 | $3.97 | ||
| Q3 25 | $1.84 | $3.68 | ||
| Q2 25 | $-0.51 | $3.49 | ||
| Q1 25 | $-0.44 | $3.06 | ||
| Q4 24 | $-0.66 | $4.29 | ||
| Q3 24 | $-0.87 | $3.40 | ||
| Q2 24 | $-0.13 | $3.12 |
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 | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $1.1B | $18.8B |
| 总资产 | $5.1B | $34.6B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势,按日历期对齐
现金及短期投资
ALNY
ROP
| Q1 26 | $1.7B | $382.9M | ||
| Q4 25 | $1.7B | $297.4M | ||
| Q3 25 | $1.5B | $320.0M | ||
| Q2 25 | $1.1B | $242.4M | ||
| Q1 25 | $1.0B | $372.8M | ||
| Q4 24 | $966.4M | $188.2M | ||
| Q3 24 | $1.1B | $269.6M | ||
| Q2 24 | $968.5M | $251.5M |
总债务
ALNY
ROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
ALNY
ROP
| Q1 26 | $1.1B | $18.8B | ||
| Q4 25 | $789.2M | $19.9B | ||
| Q3 25 | $233.9M | $20.0B | ||
| Q2 25 | $250.6M | $19.6B | ||
| Q1 25 | $115.4M | $19.2B | ||
| Q4 24 | $67.1M | $18.9B | ||
| Q3 24 | $32.4M | $18.5B | ||
| Q2 24 | $-3.1M | $18.1B |
总资产
ALNY
ROP
| Q1 26 | $5.1B | $34.6B | ||
| Q4 25 | $5.0B | $34.6B | ||
| Q3 25 | $4.9B | $34.6B | ||
| Q2 25 | $4.6B | $33.2B | ||
| Q1 25 | $4.2B | $31.4B | ||
| Q4 24 | $4.2B | $31.3B | ||
| Q3 24 | $4.2B | $31.6B | ||
| Q2 24 | $4.0B | $29.8B |
负债/权益比
ALNY
ROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.40× | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $507.0M |
| 自由现金流率自由现金流/营收 | — | 24.2% |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
ALNY
ROP
| Q1 26 | — | — | ||
| Q4 25 | $163.6M | $738.0M | ||
| Q3 25 | $325.1M | $869.5M | ||
| Q2 25 | $153.7M | $404.1M | ||
| Q1 25 | $-118.3M | $528.7M | ||
| Q4 24 | $-94.7M | $722.2M | ||
| Q3 24 | $43.7M | $755.4M | ||
| Q2 24 | $124.2M | $384.1M |
自由现金流
ALNY
ROP
| Q1 26 | — | $507.0M | ||
| 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
ALNY
ROP
| Q1 26 | — | 24.2% | ||
| 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
ALNY
ROP
| Q1 26 | — | 0.5% | ||
| 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
ALNY
ROP
| Q1 26 | — | — | ||
| Q4 25 | 0.88× | 1.72× | ||
| Q3 25 | 1.29× | 2.18× | ||
| Q2 25 | — | 1.07× | ||
| Q1 25 | — | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 2.05× | ||
| Q2 24 | — | 1.14× |
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
| AMVUTTRA | $889.9M | 76% |
| GIVLAARI | $74.4M | 6% |
| OXLUMO | $51.3M | 4% |
| Royalty revenue | $49.0M | 4% |
| Regeneron Pharmaceuticals | $46.3M | 4% |
| Roche | $35.6M | 3% |
| ONPATTRO | $20.5M | 2% |
ROP
暂无分部数据