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奥尼兰姆制药（ALNY）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是奥尼兰姆制药的1.3倍（$1.5B vs $1.2B），奥尼兰姆制药净利率更高（17.6% vs -3.1%，领先20.8%），奥尼兰姆制药同比增速更快（96.4% vs -11.9%），过去两年奥尼兰姆制药的营收复合增速更高（33.0% vs 26.8%）
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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
ALNY vs RXO — 直观对比
营收规模更大
RXO
是对方的1.3倍
$1.2B
营收增速更快
ALNY
高出108.3%
-11.9%
净利率更高
ALNY
高出20.8%
-3.1%
两年增速更快
ALNY
近两年复合增速
26.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.5B |
| 净利润 | $206.0M | $-46.0M |
| 毛利率 | 82.2% | — |
| 营业利润率 | 23.0% | -2.9% |
| 净利率 | 17.6% | -3.1% |
| 营收同比 | 96.4% | -11.9% |
| 净利润同比 | — | -84.0% |
| 每股收益（稀释后） | $1.51 | $-0.28 |
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ALNYRXO
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $773.7M | $1.4B | ||
| Q1 25 | $594.2M | $1.4B | ||
| Q4 24 | $593.2M | $1.7B | ||
| Q3 24 | $500.9M | $1.0B | ||
| Q2 24 | $659.8M | $930.0M |
净利润ALNYRXO
| Q1 26 | $206.0M | — | ||
| Q4 25 | $186.4M | $-46.0M | ||
| Q3 25 | $251.1M | $-14.0M | ||
| Q2 25 | $-66.3M | $-9.0M | ||
| Q1 25 | $-57.5M | $-31.0M | ||
| Q4 24 | $-83.8M | $-25.0M | ||
| Q3 24 | $-111.6M | $-243.0M | ||
| Q2 24 | $-16.9M | $-7.0M |
毛利率ALNYRXO
| Q1 26 | 82.2% | — | ||
| 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ALNYRXO
| Q1 26 | 23.0% | — | ||
| Q4 25 | 12.0% | -2.9% | ||
| Q3 25 | 29.5% | -0.5% | ||
| Q2 25 | -2.1% | — | ||
| Q1 25 | 3.0% | -2.1% | ||
| Q4 24 | -17.7% | -1.4% | ||
| Q3 24 | -15.4% | -1.9% | ||
| Q2 24 | 7.4% | — |
净利率ALNYRXO
| Q1 26 | 17.6% | — | ||
| Q4 25 | 17.0% | -3.1% | ||
| Q3 25 | 20.1% | -1.0% | ||
| Q2 25 | -8.6% | -0.6% | ||
| Q1 25 | -9.7% | -2.2% | ||
| Q4 24 | -14.1% | -1.5% | ||
| Q3 24 | -22.3% | -23.4% | ||
| Q2 24 | -2.6% | -0.8% |
每股收益（稀释后）ALNYRXO
| Q1 26 | $1.51 | — | ||
| Q4 25 | $1.44 | $-0.28 | ||
| Q3 25 | $1.84 | $-0.08 | ||
| Q2 25 | $-0.51 | $-0.05 | ||
| Q1 25 | $-0.44 | $-0.18 | ||
| Q4 24 | $-0.66 | $-0.17 | ||
| Q3 24 | $-0.87 | $-1.81 | ||
| Q2 24 | $-0.13 | $-0.06 |
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 | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $1.1B | $1.5B |
| 总资产 | $5.1B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资ALNYRXO
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $17.0M | ||
| Q3 25 | $1.5B | $25.0M | ||
| Q2 25 | $1.1B | $18.0M | ||
| Q1 25 | $1.0B | $16.0M | ||
| Q4 24 | $966.4M | $35.0M | ||
| Q3 24 | $1.1B | $55.0M | ||
| Q2 24 | $968.5M | $7.0M |
总债务ALNYRXO
| Q1 26 | — | — | ||
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M |
股东权益ALNYRXO
| Q1 26 | $1.1B | — | ||
| Q4 25 | $789.2M | $1.5B | ||
| Q3 25 | $233.9M | $1.6B | ||
| Q2 25 | $250.6M | $1.6B | ||
| Q1 25 | $115.4M | $1.6B | ||
| Q4 24 | $67.1M | $1.6B | ||
| Q3 24 | $32.4M | $1.7B | ||
| Q2 24 | $-3.1M | $579.0M |
总资产ALNYRXO
| Q1 26 | $5.1B | — | ||
| Q4 25 | $5.0B | $3.3B | ||
| Q3 25 | $4.9B | $3.2B | ||
| Q2 25 | $4.6B | $3.2B | ||
| Q1 25 | $4.2B | $3.3B | ||
| Q4 24 | $4.2B | $3.4B | ||
| Q3 24 | $4.2B | $3.4B | ||
| Q2 24 | $4.0B | $1.8B |
负债/权益比ALNYRXO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× |
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 | — | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $-8.0M |
8季度趋势，按日历期对齐
经营现金流ALNYRXO
| Q1 26 | — | — | ||
| Q4 25 | $163.6M | $7.0M | ||
| Q3 25 | $325.1M | $23.0M | ||
| Q2 25 | $153.7M | $23.0M | ||
| Q1 25 | $-118.3M | $-2.0M | ||
| Q4 24 | $-94.7M | $-7.0M | ||
| Q3 24 | $43.7M | $-7.0M | ||
| Q2 24 | $124.2M | $-5.0M |
自由现金流ALNYRXO
| Q1 26 | — | — | ||
| Q4 25 | $140.3M | $-9.0M | ||
| Q3 25 | $313.0M | $9.0M | ||
| Q2 25 | $139.4M | $9.0M | ||
| Q1 25 | $-127.3M | $-17.0M | ||
| Q4 24 | $-103.8M | $-19.0M | ||
| Q3 24 | $39.5M | $-18.0M | ||
| Q2 24 | $116.1M | $-16.0M |
自由现金流率ALNYRXO
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | -0.6% | ||
| Q3 25 | 25.1% | 0.6% | ||
| Q2 25 | 18.0% | 0.6% | ||
| Q1 25 | -21.4% | -1.2% | ||
| Q4 24 | -17.5% | -1.1% | ||
| Q3 24 | 7.9% | -1.7% | ||
| Q2 24 | 17.6% | -1.7% |
资本支出强度ALNYRXO
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 1.1% | ||
| Q3 25 | 1.0% | 1.0% | ||
| Q2 25 | 1.8% | 1.0% | ||
| Q1 25 | 1.5% | 1.0% | ||
| Q4 24 | 1.5% | 0.7% | ||
| Q3 24 | 0.8% | 1.1% | ||
| Q2 24 | 1.2% | 1.2% |
现金转化率ALNYRXO
| Q1 26 | — | — | ||
| Q4 25 | 0.88× | — | ||
| Q3 25 | 1.29× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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
| 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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
