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奥尼兰姆制药（ALNY）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是奥尼兰姆制药的1.6倍（$1.9B vs $1.2B），奥尼兰姆制药净利率更高（17.6% vs 8.4%，领先9.2%），奥尼兰姆制药同比增速更快（96.4% vs 3.5%），过去两年奥尼兰姆制药的营收复合增速更高（33.0% vs 12.0%）
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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
ALNY vs RPM — 直观对比
营收规模更大
RPM
是对方的1.6倍
$1.2B
营收增速更快
ALNY
高出92.9%
3.5%
净利率更高
ALNY
高出9.2%
8.4%
两年增速更快
ALNY
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.9B |
| 净利润 | $206.0M | $161.2M |
| 毛利率 | 82.2% | 40.8% |
| 营业利润率 | 23.0% | 11.0% |
| 净利率 | 17.6% | 8.4% |
| 营收同比 | 96.4% | 3.5% |
| 净利润同比 | — | -12.0% |
| 每股收益（稀释后） | $1.51 | $1.26 |
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ALNYRPM
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $1.9B | ||
| Q3 25 | $1.2B | $2.1B | ||
| Q2 25 | $773.7M | $2.1B | ||
| Q1 25 | $594.2M | $1.5B | ||
| Q4 24 | $593.2M | $1.8B | ||
| Q3 24 | $500.9M | $2.0B | ||
| Q2 24 | $659.8M | $2.0B |
净利润ALNYRPM
| Q1 26 | $206.0M | — | ||
| Q4 25 | $186.4M | $161.2M | ||
| Q3 25 | $251.1M | $227.6M | ||
| Q2 25 | $-66.3M | $225.8M | ||
| Q1 25 | $-57.5M | $52.0M | ||
| Q4 24 | $-83.8M | $183.2M | ||
| Q3 24 | $-111.6M | $227.7M | ||
| Q2 24 | $-16.9M | $180.6M |
毛利率ALNYRPM
| Q1 26 | 82.2% | — | ||
| Q4 25 | 75.6% | 40.8% | ||
| Q3 25 | 84.2% | 42.3% | ||
| Q2 25 | 81.6% | 42.4% | ||
| Q1 25 | 88.2% | 38.4% | ||
| Q4 24 | 82.7% | 41.4% | ||
| Q3 24 | 83.6% | 42.5% | ||
| Q2 24 | 89.8% | 41.4% |
营业利润率ALNYRPM
| Q1 26 | 23.0% | — | ||
| Q4 25 | 12.0% | 11.0% | ||
| Q3 25 | 29.5% | 14.1% | ||
| Q2 25 | -2.1% | 11.9% | ||
| Q1 25 | 3.0% | 2.8% | ||
| Q4 24 | -17.7% | 11.5% | ||
| Q3 24 | -15.4% | 14.8% | ||
| Q2 24 | 7.4% | 11.9% |
净利率ALNYRPM
| Q1 26 | 17.6% | — | ||
| Q4 25 | 17.0% | 8.4% | ||
| Q3 25 | 20.1% | 10.8% | ||
| Q2 25 | -8.6% | 10.8% | ||
| Q1 25 | -9.7% | 3.5% | ||
| Q4 24 | -14.1% | 9.9% | ||
| Q3 24 | -22.3% | 11.6% | ||
| Q2 24 | -2.6% | 9.0% |
每股收益（稀释后）ALNYRPM
| Q1 26 | $1.51 | — | ||
| Q4 25 | $1.44 | $1.26 | ||
| Q3 25 | $1.84 | $1.77 | ||
| Q2 25 | $-0.51 | $1.76 | ||
| Q1 25 | $-0.44 | $0.40 | ||
| Q4 24 | $-0.66 | $1.42 | ||
| Q3 24 | $-0.87 | $1.77 | ||
| Q2 24 | $-0.13 | $1.40 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $1.1B | $3.1B |
| 总资产 | $5.1B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资ALNYRPM
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $316.6M | ||
| Q3 25 | $1.5B | $297.1M | ||
| Q2 25 | $1.1B | $302.1M | ||
| Q1 25 | $1.0B | $241.9M | ||
| Q4 24 | $966.4M | $268.7M | ||
| Q3 24 | $1.1B | $231.6M | ||
| Q2 24 | $968.5M | $237.4M |
总债务ALNYRPM
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B |
股东权益ALNYRPM
| Q1 26 | $1.1B | — | ||
| Q4 25 | $789.2M | $3.1B | ||
| Q3 25 | $233.9M | $3.1B | ||
| Q2 25 | $250.6M | $2.9B | ||
| Q1 25 | $115.4M | $2.7B | ||
| Q4 24 | $67.1M | $2.7B | ||
| Q3 24 | $32.4M | $2.6B | ||
| Q2 24 | $-3.1M | $2.5B |
总资产ALNYRPM
| Q1 26 | $5.1B | — | ||
| Q4 25 | $5.0B | $7.9B | ||
| Q3 25 | $4.9B | $7.9B | ||
| Q2 25 | $4.6B | $7.8B | ||
| Q1 25 | $4.2B | $6.6B | ||
| Q4 24 | $4.2B | $6.7B | ||
| Q3 24 | $4.2B | $6.6B | ||
| Q2 24 | $4.0B | $6.6B |
负债/权益比ALNYRPM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× |
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 | — | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势，按日历期对齐
经营现金流ALNYRPM
| Q1 26 | — | — | ||
| Q4 25 | $163.6M | $345.7M | ||
| Q3 25 | $325.1M | $237.5M | ||
| Q2 25 | $153.7M | $149.2M | ||
| Q1 25 | $-118.3M | $91.5M | ||
| Q4 24 | $-94.7M | $279.4M | ||
| Q3 24 | $43.7M | $248.1M | ||
| Q2 24 | $124.2M | $181.2M |
自由现金流ALNYRPM
| Q1 26 | — | — | ||
| Q4 25 | $140.3M | $296.4M | ||
| Q3 25 | $313.0M | $175.0M | ||
| Q2 25 | $139.4M | $78.2M | ||
| Q1 25 | $-127.3M | $33.3M | ||
| Q4 24 | $-103.8M | $229.5M | ||
| Q3 24 | $39.5M | $197.3M | ||
| Q2 24 | $116.1M | $105.3M |
自由现金流率ALNYRPM
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | 15.5% | ||
| Q3 25 | 25.1% | 8.3% | ||
| Q2 25 | 18.0% | 3.8% | ||
| Q1 25 | -21.4% | 2.3% | ||
| Q4 24 | -17.5% | 12.4% | ||
| Q3 24 | 7.9% | 10.0% | ||
| Q2 24 | 17.6% | 5.2% |
资本支出强度ALNYRPM
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 2.6% | ||
| Q3 25 | 1.0% | 3.0% | ||
| Q2 25 | 1.8% | 3.4% | ||
| Q1 25 | 1.5% | 3.9% | ||
| Q4 24 | 1.5% | 2.7% | ||
| Q3 24 | 0.8% | 2.6% | ||
| Q2 24 | 1.2% | 3.8% |
现金转化率ALNYRPM
| Q1 26 | — | — | ||
| Q4 25 | 0.88× | 2.14× | ||
| Q3 25 | 1.29× | 1.04× | ||
| Q2 25 | — | 0.66× | ||
| Q1 25 | — | 1.76× | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | — | 1.09× | ||
| Q2 24 | — | 1.00× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
