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AMC Networks Inc.（AMCX）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是AMC Networks Inc.的1.0倍（$622.0M vs $594.8M），Royalty Pharma plc净利率更高（34.4% vs -9.3%，领先43.8%），Royalty Pharma plc同比增速更快（4.8% vs -0.8%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% vs -0.1%）
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团，旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道，还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商，以及AMC+、Acorn TV等多个付费订阅流媒体服务。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
AMCX vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.0倍
$594.8M
营收增速更快
RPRX
高出5.5%
-0.8%
净利率更高
RPRX
高出43.8%
-9.3%
两年增速更快
RPRX
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $622.0M |
| 净利润 | $-55.5M | $214.2M |
| 毛利率 | 49.7% | — |
| 营业利润率 | -8.6% | 62.4% |
| 净利率 | -9.3% | 34.4% |
| 营收同比 | -0.8% | 4.8% |
| 净利润同比 | 80.5% | 2.9% |
| 每股收益（稀释后） | $-0.97 | $0.49 |
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AMCXRPRX
| Q4 25 | $594.8M | $622.0M | ||
| Q3 25 | $561.7M | $609.3M | ||
| Q2 25 | $600.0M | $578.7M | ||
| Q1 25 | $555.2M | $568.2M | ||
| Q4 24 | $599.3M | $593.6M | ||
| Q3 24 | $599.6M | $564.7M | ||
| Q2 24 | $625.9M | $537.3M | ||
| Q1 24 | $596.5M | $568.0M |
净利润AMCXRPRX
| Q4 25 | $-55.5M | $214.2M | ||
| Q3 25 | $76.5M | $288.2M | ||
| Q2 25 | $50.3M | $30.2M | ||
| Q1 25 | $18.0M | $238.3M | ||
| Q4 24 | $-284.5M | $208.2M | ||
| Q3 24 | $41.4M | $544.0M | ||
| Q2 24 | $-29.2M | $102.0M | ||
| Q1 24 | $45.8M | $4.8M |
毛利率AMCXRPRX
| Q4 25 | 49.7% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 52.7% | — | ||
| Q1 25 | 51.8% | — | ||
| Q4 24 | 51.2% | — | ||
| Q3 24 | 52.0% | — | ||
| Q2 24 | 55.2% | — | ||
| Q1 24 | 54.5% | — |
营业利润率AMCXRPRX
| Q4 25 | -8.6% | 62.4% | ||
| Q3 25 | 9.9% | 70.1% | ||
| Q2 25 | 10.7% | 36.3% | ||
| Q1 25 | 11.6% | 94.0% | ||
| Q4 24 | -42.4% | 60.9% | ||
| Q3 24 | 15.6% | — | ||
| Q2 24 | 1.7% | 50.2% | ||
| Q1 24 | 18.5% | -13.0% |
净利率AMCXRPRX
| Q4 25 | -9.3% | 34.4% | ||
| Q3 25 | 13.6% | 47.3% | ||
| Q2 25 | 8.4% | 5.2% | ||
| Q1 25 | 3.3% | 41.9% | ||
| Q4 24 | -47.5% | 35.1% | ||
| Q3 24 | 6.9% | 96.3% | ||
| Q2 24 | -4.7% | 19.0% | ||
| Q1 24 | 7.7% | 0.8% |
每股收益（稀释后）AMCXRPRX
| Q4 25 | $-0.97 | $0.49 | ||
| Q3 25 | $1.38 | $0.67 | ||
| Q2 25 | $0.91 | $0.07 | ||
| Q1 25 | $0.34 | $0.55 | ||
| Q4 24 | $-6.23 | $0.46 | ||
| Q3 24 | $0.76 | $1.21 | ||
| Q2 24 | $-0.66 | $0.23 | ||
| Q1 24 | $1.03 | $0.01 |
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 | $502.4M | $618.7M |
| 总债务越低越好 | $1.8B | $9.0B |
| 股东权益账面价值 | $981.9M | $9.7B |
| 总资产 | $3.9B | $19.6B |
| 负债/权益比越低杠杆越低 | 1.78× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资AMCXRPRX
| Q4 25 | $502.4M | $618.7M | ||
| Q3 25 | $716.8M | $938.9M | ||
| Q2 25 | $866.4M | $631.9M | ||
| Q1 25 | $870.2M | $1.1B | ||
| Q4 24 | $784.6M | $929.0M | ||
| Q3 24 | $816.4M | $950.1M | ||
| Q2 24 | $802.6M | $1.8B | ||
| Q1 24 | $690.5M | $843.0M |
总债务AMCXRPRX
| Q4 25 | $1.8B | $9.0B | ||
| Q3 25 | $1.9B | $8.9B | ||
| Q2 25 | $2.2B | $8.0B | ||
| Q1 25 | $2.3B | $7.6B | ||
| Q4 24 | $2.3B | $7.6B | ||
| Q3 24 | $2.3B | $7.6B | ||
| Q2 24 | $2.4B | $7.6B | ||
| Q1 24 | $2.3B | $6.1B |
股东权益AMCXRPRX
| Q4 25 | $981.9M | $9.7B | ||
| Q3 25 | $1.1B | $9.6B | ||
| Q2 25 | $971.7M | $9.5B | ||
| Q1 25 | $888.8M | $9.8B | ||
| Q4 24 | $855.6M | $10.3B | ||
| Q3 24 | $1.1B | $10.3B | ||
| Q2 24 | $1.1B | $9.8B | ||
| Q1 24 | $1.1B | $9.9B |
总资产AMCXRPRX
| Q4 25 | $3.9B | $19.6B | ||
| Q3 25 | $4.2B | $19.3B | ||
| Q2 25 | $4.4B | $18.3B | ||
| Q1 25 | $4.3B | $17.6B | ||
| Q4 24 | $4.4B | $18.2B | ||
| Q3 24 | $4.8B | $18.0B | ||
| Q2 24 | $4.9B | $17.7B | ||
| Q1 24 | $4.9B | $16.1B |
负债/权益比AMCXRPRX
| Q4 25 | 1.78× | 0.92× | ||
| Q3 25 | 1.82× | 0.93× | ||
| Q2 25 | 2.27× | 0.84× | ||
| Q1 25 | 2.62× | 0.78× | ||
| Q4 24 | 2.73× | 0.74× | ||
| Q3 24 | 2.10× | 0.74× | ||
| Q2 24 | 2.26× | 0.78× | ||
| Q1 24 | 2.17× | 0.62× |
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 | $49.2M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $40.4M | — |
| 自由现金流率自由现金流/营收 | 6.8% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | — | 3.86× |
| 过去12个月自由现金流最近4个季度 | $272.4M | — |
8季度趋势，按日历期对齐
经营现金流AMCXRPRX
| Q4 25 | $49.2M | $827.1M | ||
| Q3 25 | $44.8M | $702.6M | ||
| Q2 25 | $102.8M | $364.0M | ||
| Q1 25 | $108.8M | $596.1M | ||
| Q4 24 | $58.1M | $742.5M | ||
| Q3 24 | $62.2M | $703.6M | ||
| Q2 24 | $104.4M | $658.2M | ||
| Q1 24 | $150.9M | $664.6M |
自由现金流AMCXRPRX
| Q4 25 | $40.4M | — | ||
| Q3 25 | $42.0M | — | ||
| Q2 25 | $95.7M | — | ||
| Q1 25 | $94.2M | — | ||
| Q4 24 | $37.6M | — | ||
| Q3 24 | $53.9M | — | ||
| Q2 24 | $95.2M | — | ||
| Q1 24 | $144.1M | — |
自由现金流率AMCXRPRX
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.5% | — | ||
| Q2 25 | 16.0% | — | ||
| Q1 25 | 17.0% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 9.0% | — | ||
| Q2 24 | 15.2% | — | ||
| Q1 24 | 24.2% | — |
资本支出强度AMCXRPRX
| Q4 25 | 1.5% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 1.5% | — | ||
| Q1 24 | 1.1% | — |
现金转化率AMCXRPRX
| Q4 25 | — | 3.86× | ||
| Q3 25 | 0.59× | 2.44× | ||
| Q2 25 | 2.04× | 12.06× | ||
| Q1 25 | 6.03× | 2.50× | ||
| Q4 24 | — | 3.57× | ||
| Q3 24 | 1.50× | 1.29× | ||
| Q2 24 | — | 6.45× | ||
| Q1 24 | 3.29× | 139.10× |
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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
