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奥尼兰姆制药（ALNY）与SouthState Bank Corp（SSB）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SouthState Bank Corp的1.7倍（$1.1B vs $661.7M），SouthState Bank Corp净利率更高（34.1% vs 17.0%，领先17.1%），过去两年奥尼兰姆制药的营收复合增速更高（49.0% vs 37.4%）
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。
SouthState Bank总部位于美国佛罗里达州温特黑文，是银行控股公司SouthState Corporation旗下的银行子公司。截至2025年5月26日，该行已在南卡罗来纳、北卡罗来纳、佐治亚、佛罗里达、阿拉巴马、弗吉尼亚、科罗拉多、得克萨斯八州设有371家营业网点，为当地客户提供各类银行金融服务。
ALNY vs SSB — 直观对比
营收规模更大
ALNY
是对方的1.7倍
$661.7M
净利率更高
SSB
高出17.1%
17.0%
两年增速更快
ALNY
近两年复合增速
37.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $661.7M |
| 净利润 | $186.4M | $225.8M |
| 毛利率 | 75.6% | — |
| 营业利润率 | 12.0% | 15.1% |
| 净利率 | 17.0% | 34.1% |
| 营收同比 | 84.9% | — |
| 净利润同比 | 322.6% | 153.5% |
| 每股收益（稀释后） | $1.44 | $2.28 |
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ALNYSSB
| Q1 26 | — | $661.7M | ||
| Q4 25 | $1.1B | $581.1M | ||
| Q3 25 | $1.2B | $599.7M | ||
| Q2 25 | $773.7M | $577.9M | ||
| Q1 25 | $594.2M | $544.5M | ||
| Q4 24 | $593.2M | $369.8M | ||
| Q3 24 | $500.9M | $351.5M | ||
| Q2 24 | $659.8M | $350.3M |
净利润ALNYSSB
| Q1 26 | — | $225.8M | ||
| Q4 25 | $186.4M | $247.7M | ||
| Q3 25 | $251.1M | $246.6M | ||
| Q2 25 | $-66.3M | $215.2M | ||
| Q1 25 | $-57.5M | $89.1M | ||
| Q4 24 | $-83.8M | $144.2M | ||
| Q3 24 | $-111.6M | $143.2M | ||
| Q2 24 | $-16.9M | $132.4M |
毛利率ALNYSSB
| 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ALNYSSB
| Q1 26 | — | 15.1% | ||
| Q4 25 | 12.0% | 54.3% | ||
| Q3 25 | 29.5% | 53.6% | ||
| Q2 25 | -2.1% | 48.8% | ||
| Q1 25 | 3.0% | 22.3% | ||
| Q4 24 | -17.7% | 50.7% | ||
| Q3 24 | -15.4% | 53.1% | ||
| Q2 24 | 7.4% | 49.3% |
净利率ALNYSSB
| Q1 26 | — | 34.1% | ||
| Q4 25 | 17.0% | 42.6% | ||
| Q3 25 | 20.1% | 41.1% | ||
| Q2 25 | -8.6% | 37.2% | ||
| Q1 25 | -9.7% | 16.4% | ||
| Q4 24 | -14.1% | 39.0% | ||
| Q3 24 | -22.3% | 40.7% | ||
| Q2 24 | -2.6% | 37.8% |
每股收益（稀释后）ALNYSSB
| Q1 26 | — | $2.28 | ||
| Q4 25 | $1.44 | $2.47 | ||
| Q3 25 | $1.84 | $2.42 | ||
| Q2 25 | $-0.51 | $2.11 | ||
| Q1 25 | $-0.44 | $0.87 | ||
| Q4 24 | $-0.66 | $1.88 | ||
| Q3 24 | $-0.87 | $1.86 | ||
| Q2 24 | $-0.13 | $1.73 |
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 | $2.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $789.2M | $9.0B |
| 总资产 | $5.0B | $68.0B |
| 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ALNYSSB
| Q1 26 | — | $2.9B | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $966.4M | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $968.5M | — |
股东权益ALNYSSB
| Q1 26 | — | $9.0B | ||
| Q4 25 | $789.2M | $9.1B | ||
| Q3 25 | $233.9M | $9.0B | ||
| Q2 25 | $250.6M | $8.8B | ||
| Q1 25 | $115.4M | $8.6B | ||
| Q4 24 | $67.1M | $5.9B | ||
| Q3 24 | $32.4M | $5.9B | ||
| Q2 24 | $-3.1M | $5.7B |
总资产ALNYSSB
| Q1 26 | — | $68.0B | ||
| Q4 25 | $5.0B | $67.2B | ||
| Q3 25 | $4.9B | $66.0B | ||
| Q2 25 | $4.6B | $65.9B | ||
| Q1 25 | $4.2B | $65.1B | ||
| Q4 24 | $4.2B | $46.4B | ||
| Q3 24 | $4.2B | $46.1B | ||
| Q2 24 | $4.0B | $45.5B |
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ALNYSSB
| Q1 26 | — | — | ||
| Q4 25 | $163.6M | $232.1M | ||
| Q3 25 | $325.1M | $122.4M | ||
| Q2 25 | $153.7M | $72.6M | ||
| Q1 25 | $-118.3M | $-126.3M | ||
| Q4 24 | $-94.7M | $354.3M | ||
| Q3 24 | $43.7M | $-246.8M | ||
| Q2 24 | $124.2M | $126.8M |
自由现金流ALNYSSB
| Q1 26 | — | — | ||
| Q4 25 | $140.3M | $215.5M | ||
| Q3 25 | $313.0M | $101.7M | ||
| Q2 25 | $139.4M | $52.5M | ||
| Q1 25 | $-127.3M | $-139.1M | ||
| Q4 24 | $-103.8M | $340.9M | ||
| Q3 24 | $39.5M | $-254.2M | ||
| Q2 24 | $116.1M | $117.3M |
自由现金流率ALNYSSB
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | 37.1% | ||
| Q3 25 | 25.1% | 17.0% | ||
| Q2 25 | 18.0% | 9.1% | ||
| Q1 25 | -21.4% | -25.5% | ||
| Q4 24 | -17.5% | 92.2% | ||
| Q3 24 | 7.9% | -72.3% | ||
| Q2 24 | 17.6% | 33.5% |
资本支出强度ALNYSSB
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 2.9% | ||
| Q3 25 | 1.0% | 3.5% | ||
| Q2 25 | 1.8% | 3.5% | ||
| Q1 25 | 1.5% | 2.4% | ||
| Q4 24 | 1.5% | 3.6% | ||
| Q3 24 | 0.8% | 2.1% | ||
| Q2 24 | 1.2% | 2.7% |
现金转化率ALNYSSB
| Q1 26 | — | — | ||
| Q4 25 | 0.88× | 0.94× | ||
| Q3 25 | 1.29× | 0.50× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | -1.42× | ||
| Q4 24 | — | 2.46× | ||
| Q3 24 | — | -1.72× | ||
| Q2 24 | — | 0.96× |
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% |
SSB
| Net Interest Income | $561.6M | 85% |
| Noninterest Income | $100.1M | 15% |
